- Revenue 2024
- $384,461
- Expenses 2024
- $131,433
Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B110
- Classification
- 1000
- Street
- 7974 UW HEALTH CT MC1020
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Alan Kaplan
Chair
- Total calculated
- $6,750,982
- From this org
- $0
- From related orgs
- $5,741,147
- Other
- $1,009,835
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $2,007,503 related
- Bonus
- $0 + $1,286,155 related
- Other
- $0 + $2,447,489 related
- Deferred
- $0 + $950,520 related
- Nontaxable benefits
- $0 + $59,315 related
- Filer's total
- $0 + $6,750,982 related
-
Robert Flannery
VP/Treasurer
- Total calculated
- $2,110,052
- From this org
- $0
- From related orgs
- $1,875,257
- Other
- $234,795
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $963,018 related
- Bonus
- $0 + $412,298 related
- Other
- $0 + $499,941 related
- Deferred
- $0 + $193,585 related
- Nontaxable benefits
- $0 + $41,210 related
- Filer's total
- $0 + $2,110,052 related
-
Robert N Golden MD
Director
- Total calculated
- $677,326
- From this org
- $0
- From related orgs
- $606,928
- Other
- $70,398
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $606,928 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $69,000 related
- Nontaxable benefits
- $0 + $1,398 related
- Filer's total
- $0 + $677,326 related
-
Patti Hutter
Secretary
- Total calculated
- $549,312
- From this org
- $0
- From related orgs
- $441,552
- Other
- $107,760
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $325,853 related
- Bonus
- $0 + $109,915 related
- Other
- $0 + $5,784 related
- Deferred
- $0 + $60,730 related
- Nontaxable benefits
- $0 + $47,030 related
- Filer's total
- $0 + $549,312 related
-
Katrina Lambrecht
Director
- Total calculated
- $1,037,324
- From this org
- $0
- From related orgs
- $838,414
- Other
- $198,910
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $691,890 related
- Bonus
- $0 + $142,729 related
- Other
- $0 + $3,795 related
- Deferred
- $0 + $166,410 related
- Nontaxable benefits
- $0 + $32,500 related
- Filer's total
- $0 + $1,037,324 related
-
Jeffrey Kaney
Director
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Daniel Ross
Director
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Jeff Hultman
Director
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Carey Gehl
President/CEO
- Total calculated
- $1,128,470
- From this org
- $0
- From related orgs
- $940,260
- Other
- $188,210
- Hours/week
- 2 + 38 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
-
Patti Meyer
Assistant Secretary
- Total calculated
- $171,890
- From this org
- $0
- From related orgs
- $147,411
- Other
- $24,479
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $134,829 related
- Bonus
- $0 + $10,710 related
- Other
- $0 + $1,872 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $24,479 related
- Filer's total
- $0 + $171,890 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 — 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $384,461
- Expenses
- $131,433
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $509,792
- Expenses
- $25,090
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $4,336
- Expenses
- $26,008
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(c)(3) · Reproductive Endocrinology and Infertility Services · WI · controlled entity
-
501(c)(3) · Research and Innovation · WI · controlled entity
-
501(c)(3) · Health Care Services and Training · WI · controlled entity
-
501(c)(3) · Supports fundraising for SwedishAmerican Hospital · IL · controlled entity
-
SwedishAmerican Health System Corporation
501(c)(3) · Parent Corporation to manage and direct activites of entities · IL · controlled entity
-
501(c)(3) · Hospital · IL · controlled entity
-
SwedishAmerican Hospital Self Insurance Trust
501(c)(3) · Hospital Malpractice Trust · VT · controlled entity
-
SwedishAmerican Realty Corporation
501(c)(2) · Title Holding Company · IL · controlled entity
-
501(c)(3) · Support Organization · WI · controlled entity
-
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
-
University of Wisconsin School of Medicine and Public Health
501(c)(3) · School · WI
-
501(c)(3) · Accountable Care Organization · WI · controlled entity
-
501(c)(3) · Infusion Therapy · WI · controlled entity
Declared as related by
-
On its 2024 return
-
On its 2024 return as a controlled entity
-
SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST
On its 2024 return
-
On its 2024 return
-
On its 2024 return as a controlled entity
-
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC
On its 2024 return as a controlled entity
-
GENERATIONS FERTILITY CARE INC
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
SWEDISH AMERICAN REALTY CORPORATION
On its 2024 return
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
SWEDISHAMERICAN HEALTH SYSTEM CORPORATION
On its 2023 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.