2026-05-07T10:09:58-05:00 2025-06-30 420714325 RSM US LLP 30 South Wacker Dr Ste 3300 Chicago IL 606063392 990 2024-07-01 362222696 SwedishAmerican Hospital SWED 7796964009 1401 E State Street Rockford IL 61104 Patricia DeWane VP, CFO, & Treasurer 7796964727 2026-05-04 1 1 Rebekuh Eley P01247672 3126343400 2026-05-04 2024 2025-03-06 01:10:19Z UW Health Travis Andersen 1313 East State Street Rockford IL 61104 971068048 0 X www.uwhealth.org/locations/swedishamerican X 1911 IL Through excellence in healthcare and compassionate service, we care for our community. 15 10 4751 80 -1691057 0 2347230 2002288 859110234 936467589 18531066 22009895 8106303 6370004 888094833 966849776 125000 125000 0 0 406032569 442116462 0 0 0 418365035 455482861 824522604 897724323 63572229 69125453 1157585139 1244337471 477703675 465660274 679881464 778677197 X Through excellence in healthcare and compassionate service, we care for our community. 0 0 610985114 125000 651064539 UW Health SwedishAmerican Hospital (SAH) operates two full service acute care hospitals with a combined total of 387 licensed beds, serving the greater Rockford region, Northern Illinois and Southern Wisconsin. Our vision is to develop a fully integrated healthcare delivery network that will continuously set the standard for quality care and service, accept responsibility for building a healthier population, provide regional access, improve resource utilization through collaboration with key stakeholders and manage patient care and our resources in such a way that we create value for our patients and benefit for our community. During 2025, we cared for 18,737 inpatients and performed 2,163,368 outpatient procedures. This includes emergency room visits 85,423 and 2,763 deliveries. We sponsor the University of Illinois - College of Medicine Program and provided $2.5 million in education for primary care residents. Our employees and volunteers provided nearly 4,603 hours in unpaid community services. UW Health SwedishAmerican recognizes its responsibility to all the people of our community, regardless of their ability to pay for care. 52969529 0 130547434 UW Health SwedishAmerican Hospital employs primary care and specialty physicians who practice at 40 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 2025, our physician encounters were 506,820 and our out-patient ancillary encounters were 195,096. 87160115 0 156550273 UW Health SwedishAmerican Regional Cancer Center opened to the public in October 2013 and has been providing leading edge cancer care treatment for the Rock River Valley. The center is part of a collaborative with UW Health and its nationally recognized University of Wisconsin Carbone Cancer Center. The two-story facility offers radiation therapy, medical oncology, chemotherapy and infusion services. Patients have access to clinical trials, state-of-the-art linear acceleratory treatments such as IGRT, IMRT, Rapid Arc, OBI and stereotactic services, and advanced medical imaging. The Regional Cancer Center is staffed by medical and radiation oncologists, physicists, dosimetrists, radiation therapists and nurses. During 2025, our physician encounters were 40,673 and our out-patient ancillary encounters were over 78,255. 6422673 0 4443828 UW Health SwedishAmerican Home Health Care is a quality leader in providing individualized care in patients' homes. Working in partnership with a patient's doctor, our certified, trained staff provides a wide range of services and specializes in helping patients to remain independent and comfortable. Our experienced caregivers include registered nurses; certified nursing assistants, dietitians; physical, occupational and speech therapists; and medical social workers. RNs provide assessments, treatments and medication administration and patient education/teaching. Our therapists provide assessments and treatments. Medical social workers assist with assessments, counseling and helping patients and their families' access available community resources. CNAs provide baths and personal grooming. Our staff has the credentials and advanced training needed to assure that patients receive the highest quality of care possible. During 2025, we recorded 14,871 visits. 6422673 0 4443828 757537431 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 1 218 0 1 4751 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 10 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 IL X Patricia DeWane 7796964009 1313 East State Street Rockford IL 61104 Travis Andersen President & CEO 40.00 0.40 X X 1480475 0 197423 Allen D Williams MD Trustee 40.00 4.00 X 343630 0 65467 Carey Gehl Trustee 2.00 55.00 X 0 940260 188210 Peter D Newcomer MD MMM Trustee 2.00 55.00 X 0 2013365 276798 Jeffrey S Hultman Chmn of the Board 2.00 6.00 X X 0 0 0 Michael Broski 1st Vice Chmn/Secry 2.00 8.00 X X 0 0 0 Anqunette Parham Trustee 2.00 4.00 X 0 0 0 Helen Chung Hill Trustee (until 9/19/24) 2.00 2.00 X 0 0 0 Justin Franklin Trustee 2.00 4.00 X 0 0 0 Jeffrey J Kaney Sr Trustee 2.00 4.00 X 0 0 0 Kathleen Kelly MD Trustee 2.00 4.00 X 0 0 0 Kenneth Copeland Trustee 2.00 4.00 X 0 0 0 Marco T Lenis Trustee 2.00 4.00 X 0 0 0 Pamela Maher Trustee 2.00 4.00 X 0 0 0 Daniel T Ross Trustee 2.00 4.00 X 0 0 0 Thomas R Walsh Trustee 2.00 4.00 X 0 0 0 Steven C Sjogren Trustee (until 9/19/24) 2.00 4.00 X 0 0 0 Patricia DeWane VP, CFO, & Treasurer 40.00 0.40 X 699978 0 74016 Timothy Flynn MD President, SA Medical Group 40.00 0.20 X 606222 0 105468 Rosa Jeschke VP Human Resources 40.00 0.20 X 423826 0 38329 Julia Zimmerman VP Strategic Growth 40.00 0.30 X 325494 0 74916 Sal Ababneh COO & President of UWNI Hospitals 40.00 0.20 X 320506 0 109821 Christopher Carter VP Operations & Org Mgmt 40.00 0.20 X 281214 0 22566 Deanna Berg Int. VP Pt. Svcs/CNO (until 9/30/24) 40.00 0.20 X 227716 0 26697 Patrick Lundquist VP Clinics 40.00 0.20 X 137483 0 30715 Kristie Geil VP Patient Services/CNO 40.00 0.20 X 76983 0 19126 James Cole DO VP Medical Affairs/CMO 40.00 0.20 X 0 415111 102591 Eric Xanthopoulos MD Physician 40.00 0.00 X 1152513 0 54547 Mohamed Zeater MD Physician 40.00 0.00 X 1090019 0 55288 Merat Karbasian-Esfahani Physician 40.00 0.00 X 1005222 0 38838 Egon Doppenberg Physician 40.00 0.00 X 952011 0 2075 Joycelyn Speight Physician 40.00 0.00 X 939709 0 16399 Anna Taylor Former VP Patient Svcs/CNO 0.00 0.00 X 266181 0 22062 Michael Polizzotto Former CMO/CMIO 0.00 0.00 X 424156 0 54049 10753338 3368736 1575401 756 1 1 0 Medline Industries 1 Medline Place Mundelein IL 60060 Staffing Services 15872355 Healthcare Workforce Logistics 2655 Northwinds Parkway Alpharetta GA 30009 Staffing Services 12270084 Rockford Anesthesiologists 2202 Harlem Road Loves Park IL 61111 Physician Services 10081974 Avant Healthcare Professionals 1211 Semoran Blvd Ste 227 Casselberry FL 32707 Staffing Services 9283535 Sound Physicians Emergency Med 1498 Pacific Avenue Suite 500 Tacoma WA 98402 Physician Coverage/Fees 7310727 151 308888 1693400 2002288 Patient Services 621990 535512325 535512325 Medicare/Medicaid 621990 400178922 400178922 776342 776342 936467589 19286692 19286692 9168 2539 6629 6629 6629 6818072 120864 4167889 47844 2650183 73020 2723203 2723203 Interdept. Billing 561000 2147712 2147712 Daycare Center 624410 1915947 1915947 Cafeteria & Vending 722514 1902572 1890773 11799 397144 2100000 -1702856 6363375 966849776 942606074 -1691057 23932471 X 125000 125000 6361553 636594 5724959 1138998 1138998 345183387 295555774 49627613 12771185 2369469 10401716 51496322 50961835 534487 25165017 20173137 4991880 98820 98820 166820 166820 186782 186782 792122 792122 89739831 76165532 13574299 1150528 49344 1101184 7801525 3259269 4542256 10885384 1826344 9059040 20292406 13987969 6304437 332066 164707 167359 560518 320578 239940 7430547 74746 7355801 33636137 32582366 1053771 9752256 5041033 4711223 Patient Supplies 184828113 181732183 3095930 IPA Provider Tax 29149703 29149703 Bad Debts 21194775 21194775 37484528 22167073 15317455 897724323 757537431 140186892 0 153448957 173102604 82601272 80036366 14340222 14280733 20546181 18493126 685239718 253877830 419432553 431361888 17760665 17266799 355124217 394243807 3123402 13385409 0 350092 91207670 101816647 1157585139 1244337471 113793113 120204763 226755367 223020681 137155195 122434830 477703675 465660274 X 679881464 778677197 679881464 778677197 1157585139 1244337471 X 69125453 25924538 3745742 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 186782 186782 0 Part II-B, Line 1: Portions of the 2024/2025 Illinois Health and Hospital Association and American Hospital Association dues are used for lobbying: $84,782. A law firm was engaged to review legislation affecting hospitals: $102,000. 7797070 64790 537746 467 8399139 7054782 66370 676990 1072 7797070 6669961 6250 380092 1521 7054782 7855142 10983 -1195892 272 6669961 6911513 8944 946640 11955 7855142 0.64340 0.24480 0.11180 0 1 1 9658309 9658309 405983462 104669521 301313941 24829663 17385183 7444480 231020620 124152302 106868318 13747664 7670824 6076840 431361888 Beneficial Interest in Investment Pool 394243807 F 394243807 Due from Affiliated Organization 47145609 Insurance Recoveries Receivable 34289284 Lease Assets 20374001 Due from Third Party Payors 7753 101816647 Due to Third Party Payors 45655244 Reserve for Self Insurance 44567773 Deferred Compensation 8556452 Current Maturities of Long-term Debt 3453922 Lease Liabilities 20201439 122434830 X Part V, Line 4: The Hospital's endowment consists of 12 Individual funds established for a variety of purposes. 1) Medical and Non-medical health improvement initiatives 2) Rehabilitation or orthopedic programming and services within the greater Rockford community 3) Oncology patient services 4) Educational materials for the families of oncology patients 5) Chaplaincy program including grief services and counseling 6) Cardiology services 7) Medical programs and care for children 8) Cardiac education for women 9) Ongoing support of surgical service and education of surgical technicians 10) Breast cancer patient assistance, support and research Part X, Line 2: The Hospital has received a determination letter from the Internal Revenue Service (IRS) stating it is tax-exempt under Section 501(c)(3) of the Code. The Hospital files a Form 990 (Return of Organization Exempt from Income Tax) annually. When this return is filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions common to hospitals include such matters as the following: tax-exempt status of each entity, the nature, characterization and taxability of joint venture income, and various positions relative to potential sources of unrelated business taxable income (UBTI). UBTI is reported on Internal Revenue Service Form 990-T, as appropriate. The benefit of a tax position is recognized in the consolidated financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the tax position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions are not offset or aggregated with other positions. Tax positions that meet the more likely than not recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely to be realized on settlement with the applicable taxing authority. The portion of the benefits associated with the tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying consolidated balance sheets along with any associated interest and penalties that would be payable to the taxing authorities upon examination. At June 30, 2025 and 2024, there were no unrecognized tax benefits identified or recorded as liabilities. The Forms 990 and 990-T filed by the Hospital are subject to examination for up to three years from the extended due date of each return. 1 1 X 1 X 300.000000000000 1 X 600.000000000000 1 1 1 0 1 1 11907064 0 11907064 0.01360 192260756 208745696 0 0.00000 10115581 8573371 1542210 0.00180 214283401 217319067 13449274 0.01540 153291 0 153291 0.00020 6645442 4188745 2456697 0.00280 56784467 11687991 45096476 0.05140 725750 0 725750 0.00080 575471 66736 508735 0.00060 64884421 15943472 48940949 0.05580 279167822 233262539 62390223 0.07120 1 21194775 79720300 105750665 -26030365 X 1 1 2 1 UW Health SwedishAmerican Hospital (SAH) 1401 East State Street Rockford IL 61104 www.uwhealth.org IL License: 0002725 X X X X X n/a A 2 UW Health Belvidere Hospital (BEH) 1625 S State Street Belvidere IL 61008 www.uwhealth.org IL License: 0005504 X X X n/a A Facility Reporting Group - A 0 0 1 X X X X X X X X X 24 1 1 0 1 X uwhealth.org/population-health/community-health-improvement X 1 25 1 www.uwhealth.org/population-health/community-health-improvement 0 1 X 300.000000000000 600.000000000000 X X X X X X 1 1 X X X 1 X www.uwhealth.org/billing-insurance X www.uwhealth.org/billing-insurance X www.uwhealth.org/billing-insurance X X X X X X X 1 X 0 X X X X 1 X 0 0 Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: UW Health SwedishAmerican Hospital (SAH), - Facility 2: UW Health Belvidere Hospital (BEH) Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 5: SwedishAmerican Hospital partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA for SAH and BEH that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and BEH to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and SAH/BEH leadership drew upon the 2023 Healthy Community Study conducted by the Rockford Regional Health Council and for internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions. Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities, and the needs of medically underserved and uninsured populations were analyzed. Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 6a: SwedishAmerican Hospital collaborated for the purposes of completing a Community Health Needs Assessment (CHNA) for SAH and BEH. Both hospital facilities define their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and currently work in the same arenas for community benefit activities. Additionally, SAH and BEH are part of the same legal entity SwedishAmerican Hospital and share a leadership team and medical staff. Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 11: In 2022, SAH and BEH prioritized the below health needs. The following reviews the trends and progress in these areas from the 2022-2025 implementation plan.Cancer-Participation in Illinois Breast and Cervical Cancer Program -Partner with Oak Street Health to provide access to mammography and DEXA scans -Financial Counseling Programs -Medicaid in network for all -Accredited by National Accreditation Program for Breast Centers (NAPBC) from American College of Surgeons -Cancer screening services -Expand Oncology Specialty Services -24-hour connectivity for new cancer diagnosis - Meet Lung Clinic Indicators -Research Participation -Tumor Board -Volunteering at community events -Classes and support groupsObesity and Tobacco Cessation-Medicaid in network for all-Smoke Free Facility -Employee Assistance Programs for stress management -Collaborate with employers for prevention services -All patients with a primary care visit are screened for current and/or past tobacco use. -BetterLife provides tobacco cessation program for all corporate clients -Park Rx prescription for activity -Adding bariatric services -Diabetes Management Clinics -BMI is calculated at every visit automatically in Health Link -The medication management clinic added weight loss (specifically GLP1) to their program to better support patients in accessing the medication. -Volunteer at community events -Monthly Fitness Events -Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendarsPoverty and Unemployment, Access to Medical Care and Vulnerable Populations-Medicaid in network for all-Support UICOM-R Residency -Participate in insurance exchange with Blue Cross -FQHC relationships-Social workers and case management services-Mobile outreach program -Integrated Health ED Adult support Rockford Fire Department Outreach-Mobile Integrated Health Van primary care in the field for the uninsured donated van by Molina Health-Same day appointments, virtual visits, increase use of APP for primary care, and use of welcome center to get care before establishing with provider-Volunteer at community events-Monthly Fitness Events-Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendars-Hired 73 (a 29% increase) new physicians and mid-level providers to improve access to care both primary care and specialty care-Improved ED through put and reduced left without being seen and left without treatment complete-Acquired an ambulatory surgical treatment centerHeart Care-Medicaid in network for all-Smoke Free Facility-Employee Assistance Programs for stress management-Collaborate with regional health systems to provide access to cardiac care -Expansion of pediatric cardiology and addition of fetal cardiology-Development of CHF & Structural Heart Clinic-Advanced Heart Failure Clinic from UW Health Madison Cardiology-Implementation of Adult Congenital Heart Disease Clinic from UW Health Madison -Cardiology Implementation of TAVR program/implementation of minimally invasive cardiac valve replacement procedure)-Heart Healthy Public Events-Expansion of cardiology access with additional APP support-CT & MRI cardiac imaging-Cardiovascular Thoracic Surgery including minimally-Invasive robotic proceduresMaternal/Prenatal/Early Childhood Health-Birth Equity Initiative SDOH screening and link to services -Medicaid in network for all-Illinois Perinatal Quality Collaborative-Partner with Health Departments for after delivery services-Post partum follow up care coordination-Expand NICU capacity-Expand Pediatric capability-OB Laborist-OB ED-Pediatric Specialty Clinics from UW Health Madison-Volunteer at community events-Diaper Drives-Classes and support groups-Donations direct and coordinated with vendors-Baby Friendly Breast Feeding-Human Milk Donation Program-Child Life ProgramsSubstance Abuse-Maternal Opioid care plan: We have a Narcan distribution program for this patient population (Go-Live June 2025). There is an opioid care plan for maternal patients.-Transitional housing and supportive services to women with criminal history or are recovering from substance of alcohol abuse: SOLARAS is notified for assistance for mothers in recovery and in need of community resources-Medicaid in network for all-SOLARAS grant participation Screening, Outreach, Linkage and Referral at SwedishAmerican: Completed-Naloxone Education & Distribution Provider Prescribing & Feedback: Completed in Ambulatory Setting via prescription with opioid medications, SOLARAS also does training on an inpatient basis and collaborates with nursing for distribution. All MIH-MHP (Mental Health Program) Teams do this as well. The teams work closely with the Winnebago Count Health Department and an RFD MIH representative sits on the Opioid Task Force. In 2024, MIH visited over 800 residents within the community, teaching Narcan and Basic First Aid.-Peer recovery program: Completed through the SOLARAs Team. Electronic consult built in Healthlink that can be entered by CM, Nursing, Physicians, A&R. The team follows patients for up to 12 months-ED Case Management and linkage to services: SOLARAS rounds in the ED and will assist with linkage to services-Mobile Integrated Health County Grant outreach: Completed, 110 outreach organizations maintained within the program-Mobile outreach program -Integrated Health ED Adult: Completed, we have a medical and a BH program where we provide services for patients in the community. This is part of the MIH Teams role, the teams participate in community meetings such as Homeless Council, Medical Respite Program, and MH Community Collaboration Meeting.-Support Rockford Fire Department Outreach: MIH Teams round in the ED and are connected to patients through CM/SNU staff. See above for the outreach within the program.-Mobile Integrated Health Van primary care in the field -Donated van by Molina Health: 2 routine weekly venues (since 2022), 1 routine monthly venue (since 2025)-Volunteer at community events: Mobile Integrated Health Van has volunteered at 14 community events, 4 flu clinics, and have 4 more community events scheduled through July 2025 thus far. -Opioid Response Team public service announcements-Medicated Assisted Treatment: Not completed but working on a Bridge Script Program in collaboration with community partners to get patients into a MAT clinic.SAH and BEH prioritized the following significant health priorities for 2025-2028.Chronic Disease Prevention and Management -High rates of heart disease, cancer, obesity and diabetes, particularly in Winnebago County, continue to impact health outcomes. Access, Community Well-Being & Social Support -Economic instability, affordable housing shortages, food insecurity, and transportation barriers continue to impact health equity. Despite high insurance coverage (94.7%), access to care remains a challenge due to long wait times and a shortage of specialists. Mental Health and Substance Use -Mental health care access remains limited, and substance use, particularly alcohol and tobacco, is prevalent. Health Literacy & Trust in Healthcare -Disparities in healthcare trust and comprehension of medical information contribute to poor health outcomes, particularly among minority populationsThe 2025-2028 Community Health Needs Assessment (CHNA) for UW Health SwedishAmerican Hospital (SAH) and UW Health Belvidere Hospital (BEH) identifies and addresses the most pressing health challenges in Boone and Winnebago Counties. This CHNA builds upon the findings from the 2022-2025 assessment and integrates updated demographic data, health indicators, and community feedback to inform healthcare priorities and strategic planning. Chronic Conditions: -Obesity prevalence has worsened, particularly in Winnebago County, where rates increased drastically from 29.6% in 2022 to 41.75% in 2025. In Boone County, Diabetes prevalence remains high, though slightly improved. -Chronic conditions rose with age, especially: Hypertension, arthritis, obesity, and diabetes (most common in ages 4564)-Cancer and memory impairment increased among seniors-Individuals without household chronic conditions were significantly more likely to rate their health as "good or "excellent"See Line 11 continued at the end of Part V Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 16j: The hospital's financial assistance policy is transparent and available to all, at all points in the continuum, in languages appropriate for Hospital's service area. The hospital's financial assistance policy, application form, signage, and financial counselor contact information are available in English and Spanish.Signage is posted prominently at all points of admission and registration (including the emergency department). Written information about the hospital's financial assistance policy and copies of the financial assistance form are available in admission and registration areas. The hospital's financial assistance policy, application form and financial counselor contact information are also posted on the hospital's website. The hospital will make efforts to publicize its policy in print and television media, wherever practicable. Patient billing communications also inform patients of the availability of financial assistance. Each bill, invoice, or other summary of charges to an uninsured patient includes with it, or on it, a prominent statement that an uninsured patient who meets certain income requirements may qualify for financial assistance and information on how to apply for consideration under the hospital's financial assistance policy. All third-party agents who submit or collect bills on behalf of hospital are required to follow this policy. Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 5: SwedishAmerican Hospital partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA for SAH and BEH that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and BEH to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and SAH/BEH leadership drew upon the 2023 Healthy Community Study conducted by the Rockford Regional Health Council and for internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions. Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities, and the needs of medically underserved and uninsured populations were analyzed. Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 6a: SwedishAmerican Hospital collaborated for the purposes of completing a Community Health Needs Assessment (CHNA) for SAH and BEH. Both hospital facilities define their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and currently work in the same arenas for community benefit activities. Additionally, SAH and BEH are part of the same legal entity SwedishAmerican Hospital and share a leadership team and medical staff. Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 11: In 2022, SAH and BEH prioritized the below health needs. The following reviews the trends and progress in these areas from the 2022-2025 implementation plan.Cancer-Participation in Illinois Breast and Cervical Cancer Program -Partner with Oak Street Health to provide access to mammography and DEXA scans -Financial Counseling Programs -Medicaid in network for all -Accredited by National Accreditation Program for Breast Centers (NAPBC) from American College of Surgeons -Cancer screening services -Expand Oncology Specialty Services -24-hour connectivity for new cancer diagnosis - Meet Lung Clinic Indicators -Research Participation -Tumor Board -Volunteering at community events -Classes and support groupsObesity and Tobacco Cessation-Medicaid in network for all-Smoke Free Facility -Employee Assistance Programs for stress management -Collaborate with employers for prevention services -All patients with a primary care visit are screened for current and/or past tobacco use. -BetterLife provides tobacco cessation program for all corporate clients -Park Rx prescription for activity -Adding bariatric services -Diabetes Management Clinics -BMI is calculated at every visit automatically in Health Link -The medication management clinic added weight loss (specifically GLP1) to their program to better support patients in accessing the medication. -Volunteer at community events -Monthly Fitness Events -Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendarsPoverty and Unemployment, Access to Medical Care and Vulnerable Populations-Medicaid in network for all-Support UICOM-R Residency -Participate in insurance exchange with Blue Cross -FQHC relationships-Social workers and case management services-Mobile outreach program -Integrated Health ED Adult support Rockford Fire Department Outreach-Mobile Integrated Health Van primary care in the field for the uninsured donated van by Molina Health-Same day appointments, virtual visits, increase use of APP for primary care, and use of welcome center to get care before establishing with provider-Volunteer at community events-Monthly Fitness Events-Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendars-Hired 73 (a 29% increase) new physicians and mid-level providers to improve access to care both primary care and specialty care-Improved ED through put and reduced left without being seen and left without treatment complete-Acquired an ambulatory surgical treatment centerHeart Care-Medicaid in network for all-Smoke Free Facility-Employee Assistance Programs for stress management-Collaborate with regional health systems to provide access to cardiac care -Expansion of pediatric cardiology and addition of fetal cardiology-Development of CHF & Structural Heart Clinic-Advanced Heart Failure Clinic from UW Health Madison Cardiology-Implementation of Adult Congenital Heart Disease Clinic from UW Health Madison -Cardiology Implementation of TAVR program/implementation of minimally invasive cardiac valve replacement procedure)-Heart Healthy Public Events-Expansion of cardiology access with additional APP support-CT & MRI cardiac imaging-Cardiovascular Thoracic Surgery including minimally-Invasive robotic proceduresMaternal/Prenatal/Early Childhood Health-Birth Equity Initiative SDOH screening and link to services -Medicaid in network for all-Illinois Perinatal Quality Collaborative-Partner with Health Departments for after delivery services-Post partum follow up care coordination-Expand NICU capacity-Expand Pediatric capability-OB Laborist-OB ED-Pediatric Specialty Clinics from UW Health Madison-Volunteer at community events-Diaper Drives-Classes and support groups-Donations direct and coordinated with vendors-Baby Friendly Breast Feeding-Human Milk Donation Program-Child Life ProgramsSubstance Abuse-Maternal Opioid care plan: We have a Narcan distribution program for this patient population (Go-Live June 2025). There is an opioid care plan for maternal patients.-Transitional housing and supportive services to women with criminal history or are recovering from substance of alcohol abuse: SOLARAS is notified for assistance for mothers in recovery and in need of community resources-Medicaid in network for all-SOLARAS grant participation Screening, Outreach, Linkage and Referral at SwedishAmerican: Completed-Naloxone Education & Distribution Provider Prescribing & Feedback: Completed in Ambulatory Setting via prescription with opioid medications, SOLARAS also does training on an inpatient basis and collaborates with nursing for distribution. All MIH-MHP (Mental Health Program) Teams do this as well. The teams work closely with the Winnebago Count Health Department and an RFD MIH representative sits on the Opioid Task Force. In 2024, MIH visited over 800 residents within the community, teaching Narcan and Basic First Aid.-Peer recovery program: Completed through the SOLARAs Team. Electronic consult built in Healthlink that can be entered by CM, Nursing, Physicians, A&R. The team follows patients for up to 12 months-ED Case Management and linkage to services: SOLARAS rounds in the ED and will assist with linkage to services-Mobile Integrated Health County Grant outreach: Completed, 110 outreach organizations maintained within the program-Mobile outreach program -Integrated Health ED Adult: Completed, we have a medical and a BH program where we provide services for patients in the community. This is part of the MIH Teams role, the teams participate in community meetings such as Homeless Council, Medical Respite Program, and MH Community Collaboration Meeting.-Support Rockford Fire Department Outreach: MIH Teams round in the ED and are connected to patients through CM/SNU staff. See above for the outreach within the program.-Mobile Integrated Health Van primary care in the field -Donated van by Molina Health: 2 routine weekly venues (since 2022), 1 routine monthly venue (since 2025)-Volunteer at community events: Mobile Integrated Health Van has volunteered at 14 community events, 4 flu clinics, and have 4 more community events scheduled through July 2025 thus far. -Opioid Response Team public service announcements-Medicated Assisted Treatment: Not completed but working on a Bridge Script Program in collaboration with community partners to get patients into a MAT clinic.SAH and BEH prioritized the following significant health priorities for 2025-2028.Chronic Disease Prevention and Management -High rates of heart disease, cancer, obesity and diabetes, particularly in Winnebago County, continue to impact health outcomes. Access, Community Well-Being & Social Support -Economic instability, affordable housing shortages, food insecurity, and transportation barriers continue to impact health equity. Despite high insurance coverage (94.7%), access to care remains a challenge due to long wait times and a shortage of specialists. Mental Health and Substance Use -Mental health care access remains limited, and substance use, particularly alcohol and tobacco, is prevalent. Health Literacy & Trust in Healthcare -Disparities in healthcare trust and comprehension of medical information contribute to poor health outcomes, particularly among minority populationsThe 2025-2028 Community Health Needs Assessment (CHNA) for UW Health SwedishAmerican Hospital (SAH) and UW Health Belvidere Hospital (BEH) identifies and addresses the most pressing health challenges in Boone and Winnebago Counties. This CHNA builds upon the findings from the 2022-2025 assessment and integrates updated demographic data, health indicators, and community feedback to inform healthcare priorities and strategic planning. Chronic Conditions: -Obesity prevalence has worsened, particularly in Winnebago County, where rates increased drastically from 29.6% in 2022 to 41.75% in 2025. In Boone County, Diabetes prevalence remains high, though slightly improved. -Chronic conditions rose with age, especially: Hypertension, arthritis, obesity, and diabetes (most common in ages 4564)-Cancer and memory impairment increased among seniors-Individuals without household chronic conditions were significantly more likely to rate their health as "good or "excellent"-Cancer, arthritis, back pain, and asthma were among the most commonly reportedSee Line 11 continued at the end of Part V Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 16j: The hospital's financial assistance policy is transparent and available to all, at all points in the continuum, in languages appropriate for Hospital's service area. The hospital's financial assistance policy, application form, signage, and financial counselor contact information are available in English and Spanish.Signage is posted prominently at all points of admission and registration (including the emergency department). Written information about the hospital's financial assistance policy and copies of the financial assistance form are available in admission and registration areas. The hospital's financial assistance policy, application form and financial counselor contact information are also posted on the hospital's website. The hospital will make efforts to publicize its policy in print and television media, wherever practicable. Patient billing communications also inform patients of the availability of financial assistance. Each bill, invoice, or other summary of charges to an uninsured patient includes with it, or on it, a prominent statement that an uninsured patient who meets certain income requirements may qualify for financial assistance and information on how to apply for consideration under the hospital's financial assistance policy. All third-party agents who submit or collect bills on behalf of hospital are required to follow this policy. Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 11, continuted:Heart disease is the leading cause of death in both Boone and Winnebago Counties, each with 22.91% of deathsslightly above the Illinois average (21.78%). Cancer ranks second across all geographies, though Boone (18.92%) and Winnebago (18.40%) fall just below the state average (19.21%). Notably, accidental deaths are elevated in Winnebago County (6.80%), surpassing both Boone (5.58%) and Illinois (6.08%), pointing to a need for expanded injury prevention efforts.COVID-19 remains a prominent contributor to mortality, with comparable impact across regions (56%). Boone reports a higher burden from chronic lower respiratory diseases (5.58%), while Winnebago has elevated death rates due to Alzheimer's (4.0%) and diabetes (2.98%), both higher than state averages. These patterns underscore the need for ongoing investment in chronic disease prevention, elder care services, and public health safety measures across both counties.Access to Healthcare: While nearly 80% of respondents reported seeing a primary care provider in the past year, challenges remain. Long wait times (61%), lack of specialists (30%), and affordability (21%) were cited as barriers. Key Findings:-80% of respondents saw a primary care provider in the past year-61%: Wait times too long-30%: Couldn't find a specialist-21%: Unaffordable care-94.7% had health insurance, but coverage alone did not guarantee access-Those without insurance or with limited trust in providers were more likely to report poor healthAccess to timely, affordable, and high-quality healthcare remains a critical factor influencing health outcomes across Boone and Winnebago Counties. This section explores how community members experience the healthcare systemfrom availability of primary care to insurance coverage and service barriers. Drawing on findings from the 2023 Healthy Community Study and regional data, who can get care, who cannot, and why these gaps persist is examined.Mental Health and Substance Use: -Only 67.7% of respondents reported always being able to access mental healthcare, highlighting an ongoing gap in behavioral health services. Substance use, particularly alcohol and tobacco, remains a concern. Key Findings:-Mental health concerns were most prevalent in ages 1844-Anxiety and depression were the top-reported conditions-Only 67.7% of those who needed it reported always being able to access mental health care-63.4% of non-medical cannabis users also reported household mental illness-Tobacco and alcohol use were present, with 17% of respondents reporting cigarette or tobacco useMental and behavioral health continue to emerge as pressing concerns across Boone and Winnebago Counties. Survey data reveal that many community members, particularly younger adults, are affected by mental health conditions such as anxiety, depression, and substance use disorders. Despite a high rate of insurance coverage, access to mental health services remains more limited than access to general medical care. This section examines reported behavioral health conditions, service access challenges, and patterns of tobacco, alcohol, and cannabis usehighlighting the need for expanded support and integrated behavioral health services in the region.Social Determinants of Health: -Food insecurity and access to transportation continue to impact health outcomes, particularly among lower-income populations.Key Findings:-Only 13.3% of respondents reported getting enough exercise per week-Health literacy strongly correlated with self-rated health: Those who had difficulty understanding medical information were more likely to rate their health as "fair or "poor"-Trust in medical providers varied by race: 68% of White respondents trust provider advice vs. 62% of Hispanic and 53%of Black respondents-Food assistance use correlated with worse self-reported healthHealth outcomes are shaped not only by clinical care but also by the conditions in which people live, work, and access resources. Social determinants of health (SDOH)including employment, education, transportation, food security, and trust in the healthcare systemplay a critical role in driving disparities and overall well-being. This section explores the lived experiences of community members related to these non-medical factors, with particular attention to how they intersect with self-reported health and healthcare access.Group A-Facility 2 -- UW Health Belvidere HospitalPart V, Section B, line 11, continuted:Heart disease is the leading cause of death in both Boone and Winnebago Counties, each with 22.91% of deathsslightly above the Illinois average (21.78%). Cancer ranks second across all geographies, though Boone (18.92%) and Winnebago (18.40%) fall just below the state average (19.21%). Notably, accidental deaths are elevated in Winnebago County (6.80%), surpassing both Boone (5.58%) and Illinois (6.08%), pointing to a need for expanded injury prevention efforts.COVID-19 remains a prominent contributor to mortality, with comparable impact across regions (56%). Boone reports a higher burden from chronic lower respiratory diseases (5.58%), while Winnebago has elevated death rates due to Alzheimer's (4.0%) and diabetes (2.98%), both higher than state averages. These patterns underscore the need for ongoing investment in chronic disease prevention, elder care services, and public health safety measures across both counties.Access to Healthcare: While nearly 80% of respondents reported seeing a primary care provider in the past year, challenges remain. Long wait times (61%), lack of specialists (30%), and affordability (21%) were cited as barriers. Key Findings:-80% of respondents saw a primary care provider in the past year-61%: Wait times too long-30%: Couldn't find a specialist-21%: Unaffordable care-94.7% had health insurance, but coverage alone did not guarantee access-Those without insurance or with limited trust in providers were more likely to report poor healthAccess to timely, affordable, and high-quality healthcare remains a critical factor influencing health outcomes across Boone and Winnebago Counties. This section explores how community members experience the healthcare systemfrom availability of primary care to insurance coverage and service barriers. Drawing on findings from the 2023 Healthy Community Study and regional data, who can get care, who cannot, and why these gaps persist is examined.Mental Health and Substance Use: -Only 67.7% of respondents reported always being able to access mental healthcare, highlighting an ongoing gap in behavioral health services. Substance use, particularly alcohol and tobacco, remains a concern. Key Findings:-Mental health concerns were most prevalent in ages 1844-Anxiety and depression were the top-reported conditions-Only 67.7% of those who needed it reported always being able to access mental health care-63.4% of non-medical cannabis users also reported household mental illness-Tobacco and alcohol use were present, with 17% of respondents reporting cigarette or tobacco useMental and behavioral health continue to emerge as pressing concerns across Boone and Winnebago Counties. Survey data reveal that many community members, particularly younger adults, are affected by mental health conditions such as anxiety, depression, and substance use disorders. Despite a high rate of insurance coverage, access to mental health services remains more limited than access to general medical care. This section examines reported behavioral health conditions, service access challenges, and patterns of tobacco, alcohol, and cannabis usehighlighting the need for expanded support and integrated behavioral health services in the region.Social Determinants of Health: -Food insecurity and access to transportation continue to impact health outcomes, particularly among lower-income populations.Key Findings:-Only 13.3% of respondents reported getting enough exercise per week-Health literacy strongly correlated with self-rated health: Those who had difficulty understanding medical information were more likely to rate their health as "fair or "poor"-Trust in medical providers varied by race: 68% of White respondents trust provider advice vs. 62% of Hispanic and 53%of Black respondents-Food assistance use correlated with worse self-reported healthHealth outcomes are shaped not only by clinical care but also by the conditions in which people live, work, and access resources. Social determinants of health (SDOH)including employment, education, transportation, food security, and trust in the healthcare systemplay a critical role in driving disparities and overall well-being. This section explores the lived experiences of community members related to these non-medical factors, with particular attention to how they intersect with self-reported health an 38 1 - UW Health Carbone Cancer Center Rockford 3535 N Bell School Road Rockford IL 61073 Outpatient Clinic 2 - UW Health Women and Children's Hospital 1350 Charles Street Rockford IL 61104 Outpatient Clinic 3 - SwedishAmerican CVT and Heart Institute 1340 Charles Street Suite 300 Rockford IL 61104 Outpatient Clinic 4 - Breast Health Center 1340 Charles Street Suite 201 Rockford IL 61104 Outpatient Clinic 5 - Orthopedic and Sports Therapy 8451 Orth Road Loves Park IL 61111 Outpatient Clinic 6 - UW Health Roscoe Clinic 4282 E Rockton Road Roscoe IL 61073 Outpatient Clinic 7 - UW Health N Bell School Rd Medical Cente 3505 N Bell School Road Rockford IL 61114 Outpatient Clinic 8 - Lundholm Orthopedics & Podiatry 1340 Charles Street Suite 100 Rockford IL 61104 Outpatient Clinic 9 - Wound Care & Hyperbaric Clinics 1415 E State Street Ste 101 609 Rockford IL 61101 Outpatient Clinic 10 - Physical Therapy Center 209 9th Street Suite 201 Rockford IL 61104 Outpatient Clinic 11 - Neurology and Headache Center 1340 Charles Street Suite 400 Rockford IL 61104 Outpatient Clinic 12 - UW Health Surgery at SwedishAmerican 209 9th Street Ste 200 Rockford IL 61104 Outpatient Clinic 13 - SAMG Obstetrics & Gynecology 7180 Springbrook Road Ste 200 Rockford IL 61104 Outpatient Clinic 14 - UW Health N Alpine Rd Clinic 1253 N Alpine Road Rockford IL 61107 Outpatient Clinic 15 - Rockford Vascular Surgery 209 9th Street Ste 200 Rockford IL 61104 Outpatient Clinic 16 - UW Health Belvidere Clinic 1700 Henry Luckow Lane Belvidere IL 61008 Outpatient Clinic 17 - UW Health N Mulford Rd Urgent Care 3775 N Mulford Road Rockford IL 61114 Outpatient Clinic 18 - UW Health 2909 N Main St Clinic 2909 N Main Street Rockford IL 61103 Outpatient Clinic 19 - UW Health Newburg Road Clinic 6824 Newburg Road Rockford IL 61108 Outpatient Clinic 20 - SwedishAmerican Home Health Care 2550 Charles Street Rockford IL 61108 Home Health Care 21 - UW Health Villagreen View Clinic 6861 Villagreen View Rockford IL 61107 Outpatient Clinic 22 - Pediatric Therapy and Adult Speech Ther 209 9th Street Suite 302 Rockford IL 61104 Outpatient Clinic 23 - UW Health Byron Clinic 220 W Blackhawk Drive Byron IL 61010 Outpatient Clinic 24 - UW Health 2404 Charles St Clinic 2404 Charles Street Rockford IL 61108 Outpatient Clinic 25 - UW Health Davis Junction Clinic 5665 North Junction Way Davis Junction IL 61020 Outpatient Clinic 26 - Woodward Health Center 2473 McFarland Road Rockford IL 61107 Outpatient Clinic 27 - RPS 205 Employee Health Center 2473 McFarland Road Rockford IL 61107 Outpatient Clinic 28 - Pulmonology Clinic 1340 Charles St Suite 405 Rockford IL 61104 Outpatient Clinic 29 - UW Health Marchesano Dr Clinic 815 Marchesnano Drive Rockford IL 61102 Outpatient Clinic 30 - UW Health Rochelle Clinic 380 IL Route 30 East Rochelle IL 61107 Outpatient Clinic 31 - Rockford Ambulatory Surgery Center 1016 Featherstone Road Rockford IL 61107 Ambulatory Surgery Center 32 - Partners Clinic 2601 N Main Street Rockford IL 61103 Employer Based Clinic 33 - District 100 Wellness Center 1320 East Ave Belvidere IL 61008 Employer Based Clinic 34 - Diabetes Self-Management Center 1415 E State Street Suite 700 Rockford IL 61104 Outpatient Clinic 35 - Infectious Disease Consultants 1340 Charles Street Suite 404 Rockford IL 61104 Outpatient Clinic 36 - Winnebago County Employee & Family Welln 526 W State Street Rockford IL 61107 Employer Based Clinic 37 - Woodward Occupational Health Rock Cut 1 Woodward Way Loves Park IL 61111 Employer Based Clinic 38 - Woodward Occup Health Loves Park 5001 N 2nd Street Loves Park IL 61111 Employer Based Clinic Part I, Line 7g: The following subsidized health services are for physicians. These physicians are necessary to serve the community, are difficult to recruit, and the reimbursement does not cover the cost of the services.Hospital based physicians' specialty clinics and coverage payments: $39,087,321Emergency department physicians: $9,931Total: $39,097,252 Part I, Ln 7 Col(f): The bad debt expense on Part IX, Column A subtracted for the purpose of calculating the percentage of expense is $21,194,775. Part I, Line 7: 7a and 7f costs were calculated using the 2025 Medicare cost report cost to charge ratio. Lines 7b and 7c costs were calculated using the cost accounting system. The cost accounting system addresses all patient segments. All other amounts in Line 7 were calculated using direct costs. Part III, Line 2: Methodology for determining bad debt expense: It is our practice to identify, to the extent possible, charity cases at the time of service. If a patient provides documentation they meet our charity care policy, they are not sent to collection. Patients who do not meet presumptive eligibility and fail to apply or provide documentation are sent to collection after 90 days. The organization and its agents follow the fair patient billing act. If during the collection process we or our agents become aware of a patient qualifying for charity care or financial assistance and the patient cooperates with the requirements of the charity care policy, collection efforts are ceased and the account is written off to charity. Bad debt expense reported on line 2 represents the allowance for doubtful accounts. It is determined based on historical experience of uncollectible amounts, after contractual discounts, patient payments and amounts qualifying under charity assistance policy. Part III, Line 3: As of January 2025, UW Health SwedishAmerican Hospital's charity policy allows a 100% charity write-off for those with household income of 300% or less of the federal poverty level and partial charity write-off for those up to 600% of the poverty level. The latest data from the 2025 U.S. Census bureau QuickFacts for Winnebago and Boone counties, which are the counties served by the healthcare facilities, indicates the following: Winnebago County 14.7% of the population is below the poverty level, the median household income was $64,363 and a household size 2.42, Boone County 10.8% of the population is below the poverty level, the median household income was $81,638 and a household size of 2.77. The 2025 poverty guidelines per the Office of Assistant Secretary for Planning and Evaluation, (https://aspe.hhs.gov/poverty-guidelines) indicate for the household size of 3, and income of $79,950 is 300% of the poverty level and $159,900 is 600% of the poverty level. Approximately 86% of our charity write-offs are for patients without insurance while 67% of our bad debt write-offs are for patients without insurance. During FY 2025, 18% of all accounts written off to bad debt were recovered. This portion was not included as community benefit in Part I because it is an estimate based on the small percentage of bad debt this is recovered and the demographics of our service area. Part III, Line 4: Please refer to Page 10 of the attached audit report for footnotes describing accounts receivable and patient service revenue. Part III, Line 8: SA Hospital must treat patients regardless of their ability to pay. The government sets non-negotiable Medicare rates and the reimbursement from Medicare has not kept pace with the rising cost of providing those services. The cost of care has increased due to: wages and benefits necessary to keep high demand skilled practitioners, medical supplies in particular cardiovascular and orthopedic implants and pharmaceuticals, malpractice insurance costs, and capital equipment. SA Hospital's treatment of Medicare beneficiaries relieves the federal government burden of directly providing medical care which by law they are required to provide to eligible beneficiaries. Due to the requirement to provide care and the inability of Medicare reimbursement to keep pace with the cost of providing services, we feel the loss from services provided to Medicare beneficiaries is a part of our mission and is a benefit to our community. The following is a reconciliation of the shortfall from Medicare reported on the cost report on Line 7 to the Medicare shortfall from all of the Medicare programs at SA Hospital. These shortfalls were calculated using the cost to charge ratio. Medicare shortfall hospital programs Part III, line 7: $(26,030,365)Medicare shortfall physician programs: $(52,674,429)Total Medicare Shortfall: $(78,704,795) Part III, Line 9b: The organization and its agents follow the fair patient billing act. If during the collection process we or our agents become aware of a patient qualifying for charity care of financial assistance and the patient cooperates with the requirements of the charity care policy, collection efforts are ceased. Part VI, Line 2: Process and Methodology-This CHNA used a structured approach to gather and analyze community health data.-The process combined both quantitative and qualitative methods.-Advis reviewed previous CHNAs and local progress reports to guide project design.-Data sources included local, state, and national public health datasetsReview of Data Sources-Public Data was sourced from the US Census, HRSA, CDC Wonder, and other resources where noted.-Data spanned topics like socioeconomic status, access to care, and health outcomes.-The most recently available data was used to reflect current needs and challenges in Boone and Winnebago Counties.-SAH & BEH internal data was also incorporated for added insight where applicableHealth Community Study Overview-SwedishAmerican partnered with the Rockford Regional Health Council (RRHC) to conduct community input.-The 2023 Healthy Community Study gathered 548 survey responses, 84.3% percent lived in Winnebago County and 15.7% lived in Boone County.-Respondents included a diverse cross-section of community members including members of medically underserved, low-income, and minority populations.-Survey distribution included paper and digital formats in both English and Spanish.Survey Sample and Reach-Surveys reached residents via housing authorities, school districts, and food banks.-Community-based organizations helped promote survey participation.-Respondents represented varied income levels, family structures, and geographic areas.-Social media and direct outreach methods were also used.Analysis Approach-Analyzed health indicators and social determinants using secondary data sources.-Community-level data were compared to state and national benchmarks.-Internal SAH and BEH data (e.g., service utilization, patient origin, payer mix) supplemented the analysis where applicable.-Findings from the 2023 Healthy Community Study were used to validate trends and identify gaps.-Quantitative results were paired with qualitative insights to guide interpretation. Part VI, Line 3: For services provided in the hospital, our employees and our agents follow the fair patient billing act and provide information regarding the availability of charity and financial assistance at all points during the collection process. We have posted signage disclosing the availability of charity care and financial assistance in emergency rooms and on our website. Inpatients are provided various written communications regarding the availability of charity care and financial assistance and any uninsured discount eligibility. For services provided in physician offices, financial counselors are instructed to make the patients aware of the charity care and financial assistance policy during the collection process and educate them on the process of applying for Medicaid. For services provided by home health, social workers assist patients by screening for Medicaid eligibility and completing the application, completing charity care application, assisting in applying for Medicare and social security disability benefits, and assisting with applications for food stamp, low income energy assistance, and circuit breaker/Illinois cares prescription programs. Part VI, Line 4: UW Health Northern IllinoisFounded in Rockford, Illinois in 1911, the SwedishAmerican Health System has a rich tradition in the Rock River Valley of being committed to caring for the community. Since 2015, when SwedishAmerican became a division of UW Health, that involvement has continued as we worked together to provide remarkable patient care. Serving residents of 12 counties in northern Illinois and southern Wisconsin, the UW Health Northern Illinois system includes: UW Health SwedishAmerican Hospital; UW Health Women and Children's Hospital; UW Health Heart Hospital; UW Health Belvidere Hospital; Carbone Cancer Center Rockford; a large network of primary care and multi-specialty clinics; a home health care agency; and a full spectrum of outpatient, wellness and education programs. Recognized nationally for quality and excellence, UW Health SwedishAmerican Hospital has won many national awards, including designation as a 100 Top Hospital, a Magnet-designated hospital and a J.D. Power and Associates Distinguished Hospital. UW Health in northern Illinois also ranked fifth in Illinois on Forbes List of Best in State Employers.Community DescriptionFor more than 100 years, Rockford (Winnebago County) and Belvidere (Boone County) Illinois have been known as a major industrial manufacturing center of machine tools, industrial fasteners, automotive parts, and aerospace components. Since the 1980s the area has struggled economically due to the closure of many local manufacturing companies. Although the economy is more diversified now, the region remains heavily dependent on manufacturing. In addition, in 1989, public school students from Winnebago County filed a class action lawsuit against the Rockford Board of Education alleging that their constitutional rights had been violated by racial discrimination in the assignment of schools and classes in the district. In result of the federal lawsuit, the school district was placed under federal supervision for 12 years. These two major events have had a significant impact on the local economy and social determinants of health for residents. Located approximately 85 miles northwest of Chicago, as noted from our most recent Community Health Needs Assessment (2025-2028), Boone and Winnebago Counties have a combined population exceeding 336,000. Notably, poverty rates have increased in both counties, reaching 10.5% in Boone County and 16% in Winnebago County. Unquestionably, these dynamics have impacted healthcare in the community. Community surveys have identified coronary heart disease, obesity, cancer, prenatal care, depression, tobacco usage and substance use as major healthcare issues in our market.UW Health's Vision for a Healthier Community Community ChallengesPrepared by the Rockford Regional Health Council and Region 1 Planning Council, the 2023 Healthy Community Study provides in-depth data analysis and a community survey on the quality of life in the Rockford/Belvidere area to create and implement strategies to improve the lives of all residents. Key findings within the study include: -Chronic Conditions: Obesity prevalence is rising, particularly in Winnebago County, where rates increased drastically from 29.6% in 2022 to 41.75% in 2025. In Boone County, diabetes prevalence remains high, though slightly improved. -Access to Health care: While nearly 80% of surveyed respondents reported seeing a primary care provider in the past year, challenges remain. Long wait times (61%), lack of specialists (30%), and affordability (21%) were cited as barriers. -Mental Health and Substance Use: Only 67.7% of respondents reported always being able to access mental healthcare, highlighting an ongoing gap in behavioral health services. Substance use, particularly alcohol and tobacco, remains a concern.- Social Determinants of Health: Food insecurity and access to transportation continue to impact health outcomes, particularly among lower-income populations. Defining the Community Service Area Defining the CSA is a critical first step in the CHNA process, as it establishes the geographic and demographic boundaries for the assessment and informs targeted strategies for improving health outcomes. For SAH and BEH, the community defined in this assessment includes Boone and Winnebago Counties in Northern Illinois. Understanding the makeup of this community is essential, as population characteristics such as age, race, ethnicity, income, and education levels have a direct influence on health status and healthcare needs. Different populations may face unique barriers to care or experience disparities that require tailored interventions. The following section provides a demographic overview of Boone and Winnebago Counties to ground the assessment in the context of the people it serves. Boone and Winnebago counties consist of 33 total zip codes. SAH and BEH determined a majority of its patients resided in one of the Boone or Winnebago county zip codes. Community ProfileThe total population of Boone County is 53,316 and the population of Winnebago County is 283,289. This population age distribution chart shows that Boone County has a higher percentage of youth under age 18 (28%) compared to both Winnebago County (24.2%) and the state of Illinois (22.1%). Conversely, Winnebago County has a slightly higher proportion of older adults (65+) at 18.2%, exceeding both Boone (16.4%) and the state average (16.6%). These trends highlight the importance of tailoring health to meet the needs of both a growing youth population in Boone County and an aging population in Winnebago County.PopulationThe majority of the population in Boone County identified as White (68.92%). The next largest races are Hispanic (24.9) and 2+ races (3.01%) The majority of the population in Winnebago County identified as White (64.78%) followed by Hispanic (14.98%) and Black (13.55%).LanguageBoone County reports approximately 40,400 individuals who speak only English, while Winnebago County reports roughly 226,800 individuals who only speak English. This language data indicates that Boone County has a significantly higher proportion of Spanish-speaking residents (17.1%) compared to Winnebago County (9.9%), Illinois (13.9%), and the U.S. overall (13.4%). While the majority of residents in both counties speak only English at home (Boone: 80%, Winnebago: 85.3%), the presence of non-Englishspeaking populationsparticularly Spanish speakersunderscores the need for multilingual services and culturally appropriate outreach strategies in healthcare and community programming.PovertyThis data reveals a notable disparity in poverty rates and income between Boone and Winnebago Counties. Winnebago County has a significantly higher total poverty rate (16%) compared to Boone County (10.5%), with especially elevated rates among children under 18 (24.2%). Boone County's median household income ($81,683) closely aligns with the state average, while Winnebago's ($64,363) falls well below. These figures highlight the need for targeted economic support and youth-focused interventions in Winnebago County to address income inequality and child poverty.Poverty is defined as the percent of low-income residents living below 300% of the Federal Poverty Level in the county. Both Boone and Winnebago counties see a significantly higher penetration of low-income residents vs. the penetration of low-income residents across the state.Median Household Income The median household income data highlights significant racial and geographic disparities within Boone and Winnebago Counties. In Boone County, Black households report the highest median income ($109,643), which is notably higher than other groups. In contrast, Black households in Winnebago County have the lowest median income at $34,402less than half of the county's White median income. Across both counties, Hispanic/Latino and multiracial households consistently earn below the state and national medians, underscoring the need to address income inequality as part of broader social determinant interventions.EducationEducational attainment in Boone and Winnebago Counties trails behind both state and national averages, particularly at the bachelor's degree level. While over 85% of adults in both counties have at least a high school diploma, only 23.2% in Boone and 24.6% in Winnebago hold a bachelor's degree or highercompared to 37.2% in Illinois and 35.0% nationally. These gaps in higher education attainment may contribute to disparities in income, employment opportunities, and overall health outcomes, highlighting a key area for long-term investment. Continued: Area Metrics vs. National BenchmarksComparison of Rockford's utilization and outcomes metrics to national benchmarks and reveals that while the emergency department (ED) visit rate per 1,000 beneficiaries in Rockford (577) is nearly identical to the national rate (576), the hospital readmission rate is notably higher19.1% in Rockford compared to 17.8% nationally. This suggests opportunities to strengthen care transitions and post-discharge support systems in the Rockford region to help reduce avoidable readmissions and improve overall care quality. Part VI, Line 5: Making a DifferenceAlthough UW Health's community service efforts reach a broad segment of the population throughout northern Illinois, the hospital devotes a great deal of its energy and resources to serving the city's most vulnerable people, many of whom live in the urban core where SwedishAmerican Hospital is located. Our organization contributes millions of dollars to charity and Medicaid care each year. Recognizing that healthy communities are characterized by strong interconnections between residents, infrastructure, organizations and services, we have worked in partnership with other community-based organizations as part of the non-profit Rockford Health Council Inc. The council seeks to build and improve community health through education, action, dialogue and legislative activity and serve as a catalyst and coordinator for agency and individual action to ensure access, cost effectiveness and quality. Beyond our work with the council, some of our initiatives take place in concert with other individual community organizations and healthcare providers, while others are carried out by UW Health teams. Beyond large-scale, organization-led initiatives, our employees devote time and resources to many programs, services and activities throughout northern Illinois.Community Benefits Plan SummaryUW Health SwedishAmerican Hospital's Community Benefits Plan is focused on five objectives:1. Community Contributions2. Community Safety3. Heart Health4. Career Pathways5. Mobile Health Unit & Mobile Integrated HealthInitiatives designed to meet these objectives are on the following pages. Together, they illustrate our concerted effort to make improvements in the lives of residents at every life stage and income level. These programs reach young children, the elderly and underserved, people who are at risk for chronic diseases and healthcare professionals. Part VI, Line 6: Community ContributionsUW Health gives back directly to local non-profit organizations serving community members' greatest needs. Our strongest partnerships are with organizations aligned with our community health improvement priorities, addressing social determinants of health, and providing crucial health services. In fiscal year 2025, we donated $350,000 locally. Key contributions include:-$20,000 to the Crusader Community Health, the local federally qualified health center. Crusader is a valuable partner to UW Health and serves some of the most vulnerable people in our community-$20,000 to the Northern Illinois Foodbank who recently opened a new 30,000-square-foot Northwest Center & Neighborhood Market to meet the needs of residents facing food insecurity-$11,000 to YWCA Northwestern Illinois. The YWCA offers a wide variety of programs and services aligned with UW Health's priorities, and the two organizations continue to grow a partnership-$10,000 to the University of Illinois College of Medicine Rockford. UW Health partners with the College of Medicine to develop the future of the healthcare workforce-$10,000 to KFACT (Keeping Families and Communities Together) who provides holistic mentoring and positive youth development to break the cycle of poverty-$10,000 to Remedies which provides critical and often lifesaving services to adults struggling with addiction and to victims of domestic violence and human trafficking and their children or vulnerable family members-$10,000 to Rock Valley College to provide scholarships to local students for the lifetime of the College-$8,500 to Carpenter's Place, a local organization serving people experiencing homelessness. Their services include a day shelter, case management, employment training, housing assistance, and more to help people get the stability they need to obtain and maintain permanent housing-$6,500 to the Family Peace Center, a centralized multi-agency service center for adults and child survivors of interpersonal violence-$6,500 to Marshmallow's Hope, which provides mental health counseling, suicide prevention and education, and survivors therapy services-$5,000 to Family Counseling Services, which provides accessible, professional counseling and mental health care to families in our region-$5,000 to Rockford Promise, which provides college scholarships and ongoing support to ensure that graduates from the Rockford Public School district have a clear path to the college or career training program of their choice-$5,000 to Rosecrance. UW Health has a long history of supporting their work addressing mental health and substance use. Their services which provide the path people need to successfully manage their recovery are needed more than ever.-$5,000 to The Haven Network, which provides critical services to families facing the loss of an infant. UW Health's Women & Children's Services team work closely with The Haven and connect patients with their services-$5,000 to the Boys and Girls Club of Rockford. This unrestricted contribution helps the club continue to offer critical afterschool programs, educational support, character and leadership training, career exploration and more. The club is a safe, trusted place for youth to go outside of school-$5,000 to the Rockford Area Habitat for Humanity which is dedicated to building homes, neighborhoods, and lives through improved housing opportunity. Habitat for Humanity builds new affordable homes; provides low or no interest mortgage loans for homeowners; and provides critical home repairs which help remedy dangerous safety issues and would otherwise be unaffordable to many residentsCommunity SafetyStrangulation Task ForceUW Health SwedishAmerican Hospital is proud to be a member of Rockford's cross sector "Strangulation Task Force" which has created a Coordinated Community Response to Strangulation Protocol. This protocol details our community's unified, collaborative response to non-fatal strangulation in intimate partner violence cases. As noted by Laura Maher, Director of Communication & Strategic Initiatives for the City of Rockford, "(t)he protocol details coordinated response procedures for emergency telecommunicators, EMTs, emergency room staff, law enforcement, prosecutors, advocates, and pediatric specialists, ensuring that every survivor receives consistent, evidence-based care and support from the moment of crisis through investigation and recovery." UW Health Kids Safety DayUW Health hosts an annual Kids Safety Fair on the campus of UW Health SwedishAmerican Hospital. This family centered event is open to the public and brings together more than 50 local agencies to provide a variety of childhood safety education opportunities including a bike rodeo, poison safety, sleep safety stations, car seat checks, CPR and more. Heart HealthUW Health hosted the community event "Exploring Cardiovascular Health Together" which included live cooking demonstrations from a local chef and an open Q&A from our cardiovascular physicians. Career PathwaysRPS 205 shadow weekUW Health participated in a job shadowing opportunity in coordination with Rockford Public Schools. Students from RPS 205 high schools had the incredible opportunity to step into the real world of healthcare through job shadowing experiences with local professionals. These students are part of the Health Academy, which is designed for those interested in taking care of people, studying science, exploring laboratory work, learning about cells and DNA, medicine, human anatomy, and medical terminology.The Health Academy offers three exciting pathways:-Biomedical/Lab Sciences-Health & Wellness-Nursing/Pre-MedStudents spent time learning alongside experts in these fields, getting a close-up look at the careers they may one day pursue. These real-world experiences help bring classroom lessons to life and show students how their interests can lead to rewarding careers.Pharmacy Tech Summer Internship ProgramThe only one of its kind in Illinois, UW Health Pharmacy Intern program is designed to introduce pharmacy students to the roles and responsibilities of all health-system pharmacists and residents. Students work alongside with pharmacists, residents, technicians and pharmacy students to provide optimal patient care. Knowledge and skills attained from this internship will provide distinct advantages for students transitioning into APPE-RT, residency training or pursuing other careers within pharmacy. In a partnership with Harlem High School and the Workforce Connection, we hosted 12 Harlem High School seniors to participate in didactic and clinical rotations where they can observe and receive invaluable experience.RPS 205 Academy ExpoRockford Public Schools freshmen participated in the 2024 RPS Academy Expo on October 16 at the Indoor Sports Center in Loves Park. Students were provided the opportunity to explore and engage with numerous employers across various industries within the community. UW Health in northern Illinois represented this year's Expo with two booths where students could learn first-hand about UWNI's pharmacy and nursing departments. UWNI employees created interactive displays and provided engaging industry information to illustrate the variety of career paths available within the health system.Mobile Health UnitUW Health is determined to meet the access needs of our community. Staffed with a volunteer paramedic and nurse, the Mobile Health Unit (MHU) provides non-urgent medical care and support services including preventive care, vaccine clinics, basic first aid, sports physicals, car seat safety checks, bicycle safety, health education materials, naloxone training and distribution, and medication management support. The MHU visits patients weekly at the Shelter Care Jubilee Center, Carpenter's Place, and monthly at the Salvation Army. The MHU is also a regular at community events including Alignment Rockford's Week of the Young Child, Jeremiah Development's Unity in the Community, and Rockford Police Department's National Night Out.Mobile Integrated Health Mental Health Unit The UW Health Rockford Fire Mobile Integrated Health - Mental Health program (MIH - MHP) is a collaborative effort between the UW Health Swedish American and the Rockford Fire Department to provide immediate on-scene mental health crisis intervention. This evidence-based program targets individuals who frequently use emergency services for non-police related mental health issues or have had repeated hospitalizations due to their condition. The Mobile Integrated Health Program assists patients in the local area with Mental Health and Chronic Disease Management. The team consists of four MIH Managers who are paired with four UW Health SwedishAmerican staff members. Part VI, Line 7: SA Hospital files a community benefit report with the Illinois Attorney General. 1 City of Rockford Fire Department PO Box 15537 Rockford IL 61132 366006082 City of Rockford 125000 0 Funding for a paramedic for the mobile integrated healthcare program 1 0 Part I, Line 2: SwedishAmerican Hospital has enterened into an agreement with the City of Rockford to provide EMS training and also provides funding for one paramedic for the Mobile Integrated Healthcare Program. 1 1 0 0 0 0 0 0 0 Peter D Newcomer MD MMM Trustee 0 857230 0 506753 0 649382 0 275370 0 1428 0 2290163 0 649382 Travis Andersen President & CEO 763703 0 272187 0 444585 0 137588 0 59835 0 1677898 0 387533 0 Eric Xanthopoulos MD Physician 1152513 0 0 0 0 0 19004 0 35543 0 1207060 0 0 0 Mohamed Zeater MD Physician 1083022 0 6997 0 0 0 16500 0 38788 0 1145307 0 0 0 Carey Gehl Trustee 0 653425 0 285886 0 949 0 143334 0 44876 0 1128470 0 0 Merat Karbasian-Esfahani Physician 888224 0 0 0 116998 0 0 0 38838 0 1044060 0 0 0 Joycelyn Speight Physician 936259 0 0 0 3450 0 0 0 16399 0 956108 0 0 0 Egon Doppenberg Physician 890761 0 0 0 61250 0 0 0 2075 0 954086 0 0 0 Patricia DeWane VP, CFO, & Treasurer 411023 0 98999 0 189956 0 58432 0 15584 0 773994 0 186230 0 Timothy Flynn MD President, SA Medical Group 479252 0 119842 0 7128 0 65176 0 40292 0 711690 0 0 0 James Cole DO VP Medical Affairs/CMO 0 311464 0 103647 0 0 0 102536 0 55 0 517702 0 0 Michael Polizzotto Former CMO/CMIO 424156 0 0 0 0 0 19965 0 34084 0 478205 0 0 0 Rosa Jeschke VP Human Resources 273354 0 66238 0 84234 0 25128 0 13201 0 462155 0 76716 0 Sal Ababneh COO & President of UWNI Hospitals 315704 0 0 0 4802 0 42526 0 67295 0 430327 0 0 0 Allen D Williams MD Trustee 332626 0 7726 0 3278 0 26400 0 39067 0 409097 0 0 0 Julia Zimmerman VP Strategic Growth 258577 0 63519 0 3398 0 39809 0 35107 0 400410 0 0 0 Christopher Carter VP Operations & Org Mgmt 255243 0 25971 0 0 0 11480 0 11086 0 303780 0 0 0 Anna Taylor Former VP Patient Svcs/CNO 67872 0 0 0 198309 0 21678 0 384 0 288243 0 0 0 Deanna Berg Int. VP Pt. Svcs/CNO (until 9/30/24) 204203 0 23513 0 0 0 3502 0 23195 0 254413 0 0 0 Patrick Lundquist VP Clinics 123593 0 0 0 13890 0 17720 0 12995 0 168198 0 0 0 Part I, Line 3 All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President & CEO and other Officers, SwedishAmerican Health System Corporation follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by SwedishAmerican Health System Corporation's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes. Part I, Lines 4a-b Severance payments during 2024 include: Anna Taylor - $198,309;. These payments are reported as taxable compensation on Part II, column (B)(iii). Contributions to the 457(f) plan during 2024 include: Travis Andersen - $129,008; Faisal Ababneh - $36,776; Timothy Flynn MD - $38,776; Patricia DeWane - $32,032; Julia Zimmerman - $20,552; Rosa Jeschke - $21,432; Patrick Lundquist - $17,720; James Cole - $33,536; Christopher Carter - $11,480; Anna Taylor - $16,140; Kristie Geil - $18,900; Carey Gehl - $116,424; Peter Newcomer - $206,370. Payments from the 457(f) plan during 2024 include: Travis Andersen - $387,533; Patricia DeWane - $186,230; Rosa Jeschke - $76,716; Peter Newcomer - $649,382. These payments are reported as taxable income on Part II, column (B) (iii). Part II, Column F: The amounts shown in column F were reported as deferred compensation in prior years but paid out in the current year. The amounts are also included in column (B) (iii). A Illinois Finance Authority - 2010A 861091967 2016-10-11 8820000 See Part VI 0 0 0 B Illinios Finance Authority - 2010B 861091967 2016-10-26 8370000 See Part VI 0 0 0 C University of Wisconsin Hospitals and Clinics Authority - 2018A 391835630 915260CQ4 2018-11-15 120913330 See Part VI 0 0 1 D University of Wisconsin Hospitals and Clinics Authority - 2018C 391835630 915260CQ4 2018-11-15 63918493 See Part VI 0 0 1 A 5670000 8820000 8820000 2010 1 0 1 1 B 5270000 8370000 8370000 2010 1 0 1 1 C 8578772 125733091 913330 124819761 2021 0 0 1 1 D 363493 63918493 363493 63555000 2007 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 0 1 0 1 0 0 0 1 A 1 B 1 C 1 D 1 Part I, column (f): 2010A and 2010B Bonds: Original bond issue in 2005 for Construction & Equipment Cardiac pavilion, renovation of operating room & catheterization lab completed in 2004. Bond was re-issued in 2010 as a direct bank placement and reissued in 2016. 2018A Bond: UWHCA parent of SAHS issued on behalf of Hospital fixed rate revenue bonds to fund the Master Facility Plan. Used for construction and equipment for Women's and Children's tower, and three new clinics. 2018C Bond: UWHCA parent of SAHS issued on behalf of Hospital variable rate revenue bonds to refund the Hospital Series 2004 bonds. 2020D Bonds: UWHCA parent of SAHS issued on behalf of Hospital fixed rate revenue bonds to refund the Hospital Series 2012 bonds. Part I, column (e): The issue price for the 2018A and 2018C Bonds is the allocated portion from the total issue price on the Form 8038. Part II, Line 3: The total proceeds of the 2018A Bond issue received is different than the amount reported on Part I, column (e) because of investment earnings. A University of Wisconsin Hospitals and Clinics Authority - 2020D 391835630 915260AA0 2020-12-18 45200000 See Part VI 0 0 1 A 130297 45330297 130297 45200000 2013 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 Emily Schubert See Part V 166247 See Part V 0 Sarah Richardson See Part V 383532 See Part V 0 Sch L, Part IV, Business Transactions Involving Interested Persons: Emily Schubert:(b) Relationship Between Interested Person and Organization:Family member of trustee Kathleen Kelly(d) Description of Transaction: CompensationSarah Richardson:(b) Relationship Between Interested Person and Organization:Spouse of officer Christopher Carter(d) Description of Transaction: Compensation Form 990, Part VI, Section A, line 4 Effective October 2023, the SwedishAmerican Hospital (SAH) adopted Amended and Restated Bylaws that transitioned governance from a Board of Trustees model with embedded medical staff representation to a Board of Directors model with 11-19 voting members, a class based director structure, defined term limits, and enhanced independence between board oversight, management, and the medical staff. Medical staff participation and oversight were preserved through Medical Staff Bylaws and committee participation when matters affect clinical responsibilities. The SwedishAmerican Health System Corporation remained the sole corporate member, with clarified reserved powers and system approval rights. Effective February 2025, the SAH adopted further Amended and Restated Bylaws that refined, but did not fundamentally change, the 2023 governance framework. These refinements primarily clarified committee leadership and continuity by adding the Immediate Past Chairperson to the Executive and Governance Committee, formalizing the Vice Chairperson's role as Chair of the Finance Committee, and clarifying amendment approval mechanics by explicitly requiring action by both the Board and the Member, with approval by Regional Division, Inc., in one amendment pathway. Collectively, these changes strengthen continuity, role clarity, succession planning, and system alignment while preserving board independence, fiduciary accountability, and nonprofit governance best practices. Form 990, Part VI, Section A, line 6 SwedishAmerican Health System Corporation (SAHSC) is the sole corporate member of SwedishAmerican Hospital. Form 990, Part VI, Section A, line 7a SwedishAmerican Health System Corporation is the sole corporate member of SwedishAmerican Hospital and as such appoints all trustees. Form 990, Part VI, Section A, line 7b SAHSC shall have powers and voting rights to do the following: (a) Appoint all the Trustees of the Hospital. (b) Elect the President and Chief Executive Officer of SAHSC, who shall automatically become the Hospital's President and Chief Executive Officer (this officer is sometimes also referred to in these Bylaws as the "President"). (c) Approve expressly all amendments to the Hospital's Articles of Incorporation and Bylaws. (d) Approve annual budgets, and strategic, long-range and health manpower development plans of the Hospital. (e) Approve all contracts of indebtedness that exceed One Million Dollars ($1,000,000.00) in principal amount or that are effective for longer than sixty (60) months. "Contracts of Indebtedness" shall mean notes, bonds or other written evidences of borrowings. (f) Approve all plans of merger or consolidation of the Hospital; or the sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all, the property and assets of the Hospital; or a voluntary dissolution of the Hospital. (g) Require the Hospital's Board of Trustees to take any action (including amending the Hospital's Articles of Incorporation or Bylaws), or to modify or rescind an action already taken, if either the Hospital or SAHSC receives notification from a federal agency that failure to take the action, or to modify or rescind an action already taken, may result in the Hospital's failure to obtain or maintain its exemption as an organization described m Section 501(c)(3) of the Code; provided, however, that: (i) SAHSC shall exercise this authority only to the extent necessary to eliminate the basis for the federal agency's position and only after the Hospital and/ or SAHSC have exhausted other alternative means available to each of them to address the matter (to the extent the exhaustion of such other alternatives will not, through lapse of time or otherwise, cause the Hospital not to obtain or maintain its federal tax exemption); and (ii) in the event SAHSC is required to exercise this authority, prior to or as soon as possible thereafter, the Hospital's Board of Trustees and SAHSC jointly shall use their best efforts to develop a mutually acceptable plan of action to appropriately address the objections of the Hospital's Board of Trustees, if any, to the actions of SAHSC. Form 990, Part VI, Section B, line 11b A draft version of the Form 990 was reviewed by the Chief Financial Officer. The entire Board of Trustees were provided with a copy of the Form 990 before it was filed. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with its conflict of interest policies, which apply to all members of the Board of Trustees and to all employees. Procedures are in place to identify conflicts of both trustees and employees. Trustee conflicts are handled by Board deliberation and Board vote from which the interested director is excluded. Employee conflicts are handled by the compliance department and in certain instances may require separate Board action. The Board is provided with periodic compliance reports regarding conflicts of interest. Form 990, Part VI, Section B, line 15 All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President & CEO and other Officers, SwedishAmerican Health System Corporation follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by SwedishAmerican Health System Corporation's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements have not been made available to the public. The consolidated audited financial statements of SwedishAmerican Health System, which includes SwedishAmerican Hospital, are available upon request. Form 990, Part IX, line 11g Contractual Services: Program service expenses 56,392,383. Management and general expenses 4,835,898. Fundraising expenses 0. Total expenses 61,228,281. Purchased Services: Program service expenses 19,704,039. Management and general expenses 5,356,461. Fundraising expenses 0. Total expenses 25,060,500. Professional Services: Program service expenses 68,976. Management and general expenses 2,148,406. Fundraising expenses 0. Total expenses 2,217,382. Miscellaneous Costs: Program service expenses 134. Management and general expenses 981,892. Fundraising expenses 0. Total expenses 982,026. R&D: Program service expenses 0. Management and general expenses 216,464. Fundraising expenses 0. Total expenses 216,464. SAAS: Program service expenses 0. Management and general expenses 35,178. Fundraising expenses 0. Total expenses 35,178. Form 990, Part XI, line 9: Joint Venture Book/Tax Difference 1,720,986. Transfer of Designated Funds from Swedish American Health Foundation 26,799. Casualty Loss -429,407. Gain on Aquisition 2,427,364. Generations Fertility Care 2365 Deming Way Middleton WI 53562 273496527 Reproductive endocrinology and infertility services WI 501(c)(3) Line 10 N/A 0 Isthmus Project Inc 600 Highland Avenue Madison WI 53792 832278676 Research and innovation WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 Madison Surgery Center 7974 UW Health Court Middleton WI 53562 391940656 Health care services and training WI 501(c)(3) Line 10 N/A 0 Regional Division Inc 7974 UW Health Court No MC1020 Middleton WI 53562 391446049 Regional Parent Corp. to manage and direct activities of entities WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 SwedishAmerican Health Foundation 1415 East State St Rockford IL 61104 363097493 Supports fundraising for SwedishAmerican Hospital IL 501(c)(3) Line 7 SwedishAmerican Health System Corporation 1 SwedishAmerican Health System Corporation 1401 East State St Rockford IL 61104 363241458 Parent Corporation to manage and direct activites of entities IL 501(c)(3) Line 12a, I Regional Division Inc 0 SwedishAmerican Hospital Self Insurance Trust 1401 East State Street Rockford IL 61104 366652702 Hospital Malpractice Trust VT 501(c)(3) Line 12a, I SwedishAmerican Hospital 1 SwedishAmerican Realty Corporation 1313 East State Street Rockford IL 61104 363248013 Title Holding Company IL 501(c)(2) SwedishAmerican Health System Corporation 1 University Health Care Inc 7974 UW Health Court Middleton WI 53562 472553196 Support Organization WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 University of Wisconsin Hospital and Clinics Authority 7974 UW Health Court Middleton WI 53562 391835630 Hospital and Clinics WI 501(c)(3) Line 3 N/A 0 University of Wisconsin Medical Foundation 7974 UW Health Court Middleton WI 53562 391824445 Physician Services WI 501(c)(3) Line 10 University of WI Hospital and Clinics Authority 0 UW Health ACO Inc 7974 UW Health Court Middleton WI 53562 455490584 Accountable Care Organization WI 501(c)(3) Line 10 University of WI Hospital and Clinics Authority 0 Wisconsin Therapies Inc 7974 UW Health Court Middleton WI 53562 391807425 Infusion Therapy WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 Chartwell Wisconsin Enterprises LLC 2241 Pinehurst Drive Middleton WI 53562 391796267 Parent Entity of CW and CMw-HR WI N/A N/A 0 0 Sixth Street Medical LLC 7974 UW Health Court Middleton WI 53562 472705724 Real Estate WI N/A N/A 0 0 Three Rivers Partners LLC 1313 East State Street Rockford IL 61104 262231757 Information Technology Services IL N/A N/A 0 0 The Featherstone Partnership LP 1016 Featherstone Road Rockford IL 61107 363861021 Surgical Center of Parent Entity IL Swedish American Hospital Unrelated -1174916 3339922 0 -1542344 1 0.98210 Physician's Care Network 1313 East State Street Rockford IL 61104 363455791 Health Services IL N/A C 1 Quartz Health Benefit Plans Corporation 840 Carolina Street Sauk City WI 53583 391450766 Health Maintenance Organization WI N/A C 0 Quartz Health Insurance Corporation 840 Carolina Street Sauk City WI 53583 391565691 Health Maintenance Organization WI N/A C 0 Quartz Health Solutions Inc 840 Carolina Street Sauk City WI 53583 465710709 Insurance WI N/A C 0 Quartz Holding Company 840 Carolina Street Sauk City WI 53583 821728929 Holding Company WI N/A C 0 State & Charles Inc 1313 East State Street Rockford IL 61104 363321193 Holding Company IL N/A C 1 SwedishAmerican Health Management Corp 1401 East State Street Rockford IL 61104 363246511 Management Services IL N/A C 1 Wisconsin Dialysis 3034 Fish Hatchery Road Fitchburg WI 53713 300072647 Dialysis Services WI N/A C 0 Charitable Remainder Unitrusts (5) Trust IL N/A T 1 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 0 SwedishAmerican Health Foundation C 308888 Cost SwedishAmerican Hospital Self Insurance Trust Q 68491 Cost SwedishAmerican Realty Corporation K 5958999 Cost Three Rivers Partners LLC J 284296 Cost University of WI Medical Foundation P 6163193 Cost University of WI Hospital and Clinics P 37880453 Cost Regional Division Inc Q 544371 Cost University of WI Hospital and Clinics E 221886241 Cost