Form 990 for tax year 2024
Filed by SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST.
Totals
- Total revenue
- $352,694
- Total expenses
- $110,641
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $352,694
- Other revenue
- $0
- Total assets, end of year
- $8,861,321
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $8,861,321
- Program services expenses (Part IX)
- $68,491
- Management and general expenses
- $42,150
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $68,491
Program services were 61.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Carey Gehl
Trustee
- Total calculated
- $1,128,470
- From this org
- $0
- From related orgs
- $940,260
- Other
- $188,210
- Hours/week
- 2 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $653,425 related
- Bonus
- $0 + $285,886 related
- Other
- $0 + $949 related
- Deferred
- $0 + $143,334 related
- Nontaxable benefits
- $0 + $44,876 related
- Filer's total
- $0 + $1,128,470 related
-
Peter D Newcomer MD MMM
Trustee
- Total calculated
- $2,290,163
- From this org
- $0
- From related orgs
- $2,013,365
- Other
- $276,798
- Hours/week
- 2 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $857,230 related
- Bonus
- $0 + $506,753 related
- Other
- $0 + $649,382 related
- Deferred
- $0 + $275,370 related
- Nontaxable benefits
- $0 + $1,428 related
- Filer's total
- $0 + $2,290,163 related
-
Travis Andersen
President/CEO
- Total calculated
- $1,677,898
- From this org
- $0
- From related orgs
- $1,480,475
- Other
- $197,423
- Hours/week
- 0.1 + 40.3 related
Schedule J breakdown matched by us
- Base
- $0 + $763,703 related
- Bonus
- $0 + $272,187 related
- Other
- $0 + $444,585 related
- Deferred
- $0 + $137,588 related
- Nontaxable benefits
- $0 + $59,835 related
- Filer's total
- $0 + $1,677,898 related
-
Allen Williams MD
Trustee
- Total calculated
- $409,097
- From this org
- $0
- From related orgs
- $343,630
- Other
- $65,467
- Hours/week
- 2 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $332,626 related
- Bonus
- $0 + $7,726 related
- Other
- $0 + $3,278 related
- Deferred
- $0 + $26,400 related
- Nontaxable benefits
- $0 + $39,067 related
- Filer's total
- $0 + $409,097 related
-
Jeffrey S Hultman
Chmn of the Board
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Michael Broski
1st Vice Chmn/Secry
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
Kenneth Copeland
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Justin Franklin
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Jeffrey J Kaney Sr
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Kathleen Kelly MD
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Marco T Lenis
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Pamela Maher
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Anqunette Parham
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Daniel T Ross
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Thomas R Walsh
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
James Cole DO
VP Medical Affairs/CMO
- Total calculated
- $517,702
- From this org
- $0
- From related orgs
- $415,111
- Other
- $102,591
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $311,464 related
- Bonus
- $0 + $103,647 related
- Other
- $0
- Deferred
- $0 + $102,536 related
- Nontaxable benefits
- $0 + $55 related
- Filer's total
- $0 + $517,702 related
-
Patricia DeWane
VP, CFO, & Treasurer
- Total calculated
- $773,994
- From this org
- $0
- From related orgs
- $699,978
- Other
- $74,016
- Hours/week
- 0.1 + 40.3 related
Schedule J breakdown matched by us
- Base
- $0 + $411,023 related
- Bonus
- $0 + $98,999 related
- Other
- $0 + $189,956 related
- Deferred
- $0 + $58,432 related
- Nontaxable benefits
- $0 + $15,584 related
- Filer's total
- $0 + $773,994 related
-
Timothy Flynn MD
President, SA Medical Group
- Total calculated
- $711,690
- From this org
- $0
- From related orgs
- $606,222
- Other
- $105,468
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $479,252 related
- Bonus
- $0 + $119,842 related
- Other
- $0 + $7,128 related
- Deferred
- $0 + $65,176 related
- Nontaxable benefits
- $0 + $40,292 related
- Filer's total
- $0 + $711,690 related
-
Rosa Jeschke
VP Human Resources
- Total calculated
- $462,155
- From this org
- $0
- From related orgs
- $423,826
- Other
- $38,329
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $273,354 related
- Bonus
- $0 + $66,238 related
- Other
- $0 + $84,234 related
- Deferred
- $0 + $25,128 related
- Nontaxable benefits
- $0 + $13,201 related
- Filer's total
- $0 + $462,155 related
-
Julia Zimmerman
VP Strategic Growth
- Total calculated
- $400,410
- From this org
- $0
- From related orgs
- $325,494
- Other
- $74,916
- Hours/week
- 0.1 + 40.2 related
Schedule J breakdown matched by us
- Base
- $0 + $258,577 related
- Bonus
- $0 + $63,519 related
- Other
- $0 + $3,398 related
- Deferred
- $0 + $39,809 related
- Nontaxable benefits
- $0 + $35,107 related
- Filer's total
- $0 + $400,410 related
-
Sal Ababneh
COO & President of UWNI Hospitals
- Total calculated
- $430,327
- From this org
- $0
- From related orgs
- $320,506
- Other
- $109,821
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $315,704 related
- Bonus
- $0
- Other
- $0 + $4,802 related
- Deferred
- $0 + $42,526 related
- Nontaxable benefits
- $0 + $67,295 related
- Filer's total
- $0 + $430,327 related
-
Christopher Carter
VP Operations & Org Mgmt
- Total calculated
- $303,780
- From this org
- $0
- From related orgs
- $281,214
- Other
- $22,566
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $255,243 related
- Bonus
- $0 + $25,971 related
- Other
- $0
- Deferred
- $0 + $11,480 related
- Nontaxable benefits
- $0 + $11,086 related
- Filer's total
- $0 + $303,780 related
-
Deanna Berg
Int. VP Pt. Svcs/CNO (until 9/30/24)
- Total calculated
- $254,413
- From this org
- $0
- From related orgs
- $227,716
- Other
- $26,697
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $204,203 related
- Bonus
- $0 + $23,513 related
- Other
- $0
- Deferred
- $0 + $3,502 related
- Nontaxable benefits
- $0 + $23,195 related
- Filer's total
- $0 + $254,413 related
-
Patrick Lundquist
VP Clinics
- Total calculated
- $168,198
- From this org
- $0
- From related orgs
- $137,483
- Other
- $30,715
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $123,593 related
- Bonus
- $0
- Other
- $0 + $13,890 related
- Deferred
- $0 + $17,720 related
- Nontaxable benefits
- $0 + $12,995 related
- Filer's total
- $0 + $168,198 related
-
Kristie Geil
VP Patient Services/CNO
- Total calculated
- $96,109
- From this org
- $0
- From related orgs
- $76,983
- Other
- $19,126
- Hours/week
- 0.1 + 40.1 related
-
Anna Taylor
Former VP Patient Svcs. & CNO
- Total calculated
- $288,243
- From this org
- $0
- From related orgs
- $266,181
- Other
- $22,062
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $67,872 related
- Bonus
- $0
- Other
- $0 + $198,309 related
- Deferred
- $0 + $21,678 related
- Nontaxable benefits
- $0 + $384 related
- Filer's total
- $0 + $288,243 related
-
Michael Polizzotto
Former CMO/CIO
- Total calculated
- $478,205
- From this org
- $0
- From related orgs
- $424,156
- Other
- $54,049
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $424,156 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $19,965 related
- Nontaxable benefits
- $0 + $34,084 related
- Filer's total
- $0 + $478,205 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 3
- All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by UW Health 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; Carey Gehl - $116,424; Peter Newcomer - $206,370; Kristie Geil - $18,900. Payments from the 457(f) plan during 2024 include: Peter Newcomer - $649,382; Travis Anderson - $387,533; Patricia DeWane - $186,230; Rosa Jeschke - $76,716. 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).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Reproductive endocrinology and infertility services · WI
-
501(c)(3) · Research and innovation · WI
Directly controlled by University of WI Hospital and Clinics Authority
-
501(c)(3) · Health care services and training · WI
-
501(c)(3) · Regional Parent Corp. to manage and direct activities of entities. · WI
Directly controlled by University of WI Hospital and Clinics Authority
-
SwedishAmerican Health Foundation
501(c)(3) · Supports fundraising for SwedishAmerican Hospital · IL
Directly controlled by SwedishAmerican Health System Corporation
-
SwedishAmerican Health System Corporation
501(c)(3) · Parent Corp. to manage and direct activities of entities · IL
Directly controlled by Regional Division Inc
-
501(c)(3) · Hospital · IL
Directly controlled by SwedishAmerican Health System Corporation
-
SwedishAmerican Realty Corporation
501(c)(2) · Title Holding Company leases properties to subsidiaries · IL
Directly controlled by SwedishAmerican Health System Corporation
-
501(c)(3) · Support Organization · WI
Directly controlled by University of WI Hospital and Clinics Authority
-
University of Wisconsin Hospital and Clinics Authority
501(c)(3) · Hospital and Clinics · WI
-
University of Wisconsin Medical Foundation
501(c)(3) · Physician Services · WI
Directly controlled by University of WI Hospital and Clinics Authority
-
501(c)(3) · Accountable Care Organization · WI
Directly controlled by University of WI Hospital and Clinics Authority
-
501(c)(3) · Infusion Therapy · WI
Directly controlled by University of WI Hospital and Clinics Authority
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Chartwell Wisconsin Enterprises LLC
Parent Entity of CW and CMW-HR · WI
-
Real Estate · WI
-
Information Technology Services · IL
-
The Featherstone Partnership LP
Surgical Center of Parent Entity · IL
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · Health Services · IL
-
Quartz Health Benefit Plans Corporation
C · Health Maintenance Organization · WI
-
Quartz Health Insurance Corporation
C · Health Maintenance Organization · WI
-
C · Insurance · WI
-
C · Holding Company · WI
-
C · Holding Company · IL
-
SwedishAmerican Health Managment Corp
C · Management Services · IL
-
C · Dialysis Services · WI
-
Charitable Remainder Unitrusts (5)
T · Trust · IL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621279349302007
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