SWEDISHAMERICAN HOSPITAL SELF INSURANCE TRUST Charity Report

Public IRS 990 nonprofit record

SWEDISHAMERICAN HOSPITAL SELF INSURANCE TRUST

EIN 36-6652702 · Health Care (E)

What they do

Management and Payment of Malpractice and General Liability Claims of UW Health SwedishAmerican Hospital.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $61.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

19.42%of revenue went to mission work61.9% of expenses · Program services

$31.37spent for every $100 of revenueRevenue covered expenses this year.

11.95%of revenue went to management and office costs38.1% of expenses

$80.09in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $276,798 for PETER D NEWCOMER MD MMM (TRUSTEE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$352,694

Mission workProgram services$68,49119.42% of revenue61.9% of expenses

ManagementOffice and general costs$42,15011.95% of revenue38.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$242,05368.63% of revenueShown in gray on the chart

Total expenses$110,64131.37% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 61.9% mission · 38.1% management · 0.0% fundraisingTotal expenses: 31.37% of revenue

2023Expense mix: 98.4% mission · 1.6% management · 0.0% fundraisingTotal expenses: 5,399.65% of revenue

2022Expense mix: 91.1% mission · 8.9% management · 0.0% fundraisingTotal expenses: 67.66% of revenue

2021Expense mix: 99.0% mission · 1.0% management · 0.0% fundraisingTotal expenses: 1,831.69% of revenue

2020Expense mix: 90.0% mission · 10.0% management · 0.0% fundraisingTotal expenses: 85.37% of revenue

2019Expense mix: 94.3% mission · 5.7% management · 0.0% fundraisingTotal expenses: 16.10% of revenue

2018Expense mix: 96.4% mission · 3.6% management · 0.0% fundraisingTotal expenses: 84.14% of revenue

2017Expense mix: 98.7% mission · 1.3% management · 0.0% fundraisingTotal expenses: 175.21% of revenue

Money in and money out

Revenue$352,694

Expenses$110,641

Annual surplus $242,053 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$68,491 · 61.9% of expenses

Management and office costs$42,150 · 38.1% of expenses

See all reported dollar amounts

Revenue$352,694

Expenses$110,641

Assets$8,861,321

Income$3,248,603

Mission work (program services)$68,491

Management and general$42,150

Stocks and bonds$6,596,954

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PETER D NEWCOMER MD MMMTRUSTEE · 2 hrs/week $276,798Base · Other $276,798

TRAVIS ANDERSENPRESIDENT/CEO $197,423Base · Other $197,423

CAREY GEHLTRUSTEE · 2 hrs/week $188,210Base · Other $188,210

SAL ABABNEHCOO & PRESIDENT OF UWNI HOSPITALS $109,821Base · Other $109,821

TIMOTHY FLYNN MDPRESIDENT, SA MEDICAL GROUP $105,468Base · Other $105,468

JAMES COLE DOVP MEDICAL AFFAIRS/CMO $102,591Base · Other $102,591

JULIA ZIMMERMANVP STRATEGIC GROWTH $74,916Base · Other $74,916

PATRICIA DEWANEVP, CFO, & TREASURER $74,016Base · Other $74,016

ALLEN WILLIAMS MDTRUSTEE · 2 hrs/week $65,467Base · Other $65,467

MICHAEL POLIZZOTTOFORMER CMO/CIO $54,049Base · Other $54,049

ROSA JESCHKEVP HUMAN RESOURCES $38,329Base · Other $38,329

PATRICK LUNDQUISTVP CLINICS $30,715Base · Other $30,715

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

PETER D NEWCOMER MD MMMTRUSTEE

TRAVIS ANDERSENPRESIDENT/CEO

CAREY GEHLTRUSTEE

SAL ABABNEHCOO & PRESIDENT OF UWNI HOSPITALS

TIMOTHY FLYNN MDPRESIDENT, SA MEDICAL GROUP

JAMES COLE DOVP MEDICAL AFFAIRS/CMO

JULIA ZIMMERMANVP STRATEGIC GROWTH

PATRICIA DEWANEVP, CFO, & TREASURER

ALLEN WILLIAMS MDTRUSTEE

MICHAEL POLIZZOTTOFORMER CMO/CIO

ROSA JESCHKEVP HUMAN RESOURCES

PATRICK LUNDQUISTVP CLINICS

DEANNA BERGINT. VP PT. SVCS/CNO (UNTIL 9/30/24)

CHRISTOPHER CARTERVP OPERATIONS & ORG MGMT

ANNA TAYLORFORMER VP PATIENT SVCS. & CNO

KRISTIE GEILVP PATIENT SERVICES/CNO

MARCO T LENISDIRECTOR

MICHAEL BROSKI1ST VICE CHMN/SECRY

PAMELA MAHERDIRECTOR

KENNETH COPELANDDIRECTOR

KATHLEEN KELLY MDDIRECTOR

JUSTIN FRANKLINDIRECTOR

JEFFREY S HULTMANCHMN OF THE BOARD

JEFFREY J KANEY SRDIRECTOR

THOMAS R WALSHDIRECTOR

DANIEL T ROSSDIRECTOR

ANQUNETTE PARHAMDIRECTOR

About this charity

Recognized since: January 1979
Location: 1401 E STATE ST, ROCKFORD, IL 61104-2315
County: Winnebago
In care of: Patricia DeWane
Primary officer: Patricia DeWane, VP, CFO and Treasurer

How to reach them

WebsiteVisit the charity’s website Phone(779) 696-4009

Filing and classification

Latest tax year: 2024
Tax period began: November 1, 2024
Return type: 990
Tax preparer: RSM US LLP
NTEE classification: Health Care (E)
IRS tax category: Health Care