Nonprofit · EIN 36-3097493
SWEDISHAMERICAN FOUNDATION
Tax-exempt · ROCKFORD, IL 61104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $833,306 | $854,632 | -$21,326 | $22,922,689 | $493,554 | $22,429,135 |
| June 30, 2024 | 990 | $1,151,588 | $868,741 | $282,847 | $21,360,329 | $620,025 | $20,740,304 |
| June 30, 2023 | 990 | $615,790 | $761,885 | -$146,095 | $19,689,408 | $551,127 | $19,138,281 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $409,849
- Program service revenue
- $0
- Investment income
- $423,457
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $308,888
- Compensation of officers, directors and key employees
- $230,163
- Other salaries and wages
- $70,233
- Salaries, compensation and benefits (total)
- $323,298
- Professional fundraising fees
- $0
- Accounting fees
- $912
- Occupancy
- $50,279
- Travel
- $95
- Depreciation
- $7,213
- Program services (functional)
- $308,888
- Management and general (functional)
- $33,528
- Fundraising (functional)
- $512,216
Balance sheet and other
- Total assets, start of year
- $21,360,329
- Total assets, end of year
- $22,922,689
- Total liabilities, end of year
- $493,554
- Net assets, end of year
- $22,429,135
- Land, buildings and equipment
- $1,821,732
- Net assets without donor restrictions
- $13,054,307
- Net assets with donor restrictions
- $9,374,828
- Gross receipts
- $888,393
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1980
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Travis Andersen | President & CEO/Class I Director Trustee or director, Officer | 0.1 | $0 | $1,480,475 | $197,423 |
| Patricia DeWane | Treasurer Officer | 0.1 | $0 | $699,978 | $74,016 |
| Timothy Flynn MD | Former President, SA Medical Group Former | 0 | $0 | $606,222 | $105,468 |
| James Cole DO | Former VP Medical Affairs/CMO Former | 0 | $0 | $415,111 | $102,591 |
| Michael Polizzotto | Former CMO/CIO Former | 0 | $0 | $424,156 | $54,049 |
| Rosa Jeschke | Former VP Human Resources Former | 0 | $0 | $423,826 | $38,329 |
| Sal Ababneh | Former COO/Pres of UWNI Hospitals Former | 0 | $0 | $320,506 | $109,821 |
| Julia Zimmerman | Vice President Officer | 0.1 | $0 | $325,494 | $74,916 |
| Anna Taylor | Former VP Patient Svcs/CNO Former | 0 | $0 | $266,181 | $22,062 |
| Barbara Aaby | Executive Director & Secretary Officer | 40 | $0 | $171,346 | $27,840 |
| Patti Meyer | Assistant Secretary Officer | 2 | $0 | $147,411 | $24,479 |
| Kristina Miller | Assistant Secretary Officer | 2 | $0 | $84,934 | $7,024 |
| Michael Broski | Class IV Director and Board Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Sarene Alsharif | Class II Director Trustee or director | 2 | $0 | $0 | $0 |
| Adam Fleming | Class II Director Trustee or director | 2 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carly LaMonica | Class II Director Trustee or director | 2 | $0 |
| Ana Montoya | Class II Director Trustee or director | 2 | $0 |
| Martesha Brown | Class III Director Trustee or director | 2 | $0 |
| Lesly Couper | Class III Director Trustee or director | 2 | $0 |
| David Rydell | Class III Director Trustee or director | 2 | $0 |
| Steven C Sjogren | Class III Director Trustee or director | 2 | $0 |
| Jennifer Baker | Class IV Director Trustee or director | 2 | $0 |
| Jeff Marrs | Class IV Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Travis Andersen | President & CEO/Class I Director Trustee or director, Officer | 2 | $0 | $948,984 | $206,937 |
| Timothy Flynn MD | Pres., SA Medical Group until 11/23 Officer | 2 | $0 | $550,672 | $132,148 |
| Sal Ababneh | COO/Pres UWNI Hospitals until 11/23 Officer | 2 | $0 | $571,410 | $107,200 |
| Thomas O'Connor | Former President & CEO Former | 0 | $0 | $585,228 | $0 |
| Patricia DeWane | Treasurer Officer | 2 | $0 | $497,721 | $80,556 |
| Michael Polizzotto | Former CMO/CIO Former | 0 | $0 | $409,575 | $57,282 |
| James Cole DO | VP Medical Affairs/CMO until 11/23 Officer | 2 | $0 | $363,596 | $98,367 |
| Julia Zimmerman | Vice President Officer | 2 | $0 | $314,180 | $120,021 |
| William Mewes | Interim VP Pt Svcs/CNO until 10/23 Officer | 2 | $0 | $393,941 | $39,841 |
| Allen Williams MD | Director until 11/30/23 Trustee or director | 2 | $0 | $347,963 | $73,004 |
| Rosa Jeschke | VP Human Resources until 11/23 Officer | 2 | $0 | $297,585 | $40,004 |
| Barbara Aaby | Executive Director & Secretary Officer | 40 | $0 | $161,078 | $40,939 |
| Anna Taylor | VP Patient Svcs/CNO until 2/24 Officer | 2 | $0 | $196,225 | $5,683 |
| Patti Meyer | Assistant Secretary Officer | 2 | $0 | $121,229 | $23,866 |
| Kristina Miller | Assistant Secretary Officer | 2 | $0 | $75,642 | $6,411 |
| Daniel T Ross | Chmn of the Board until 11/30/23 Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jeffrey S Hultman | 1st Vice Chmn/Secy until 11/30/23 Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jeffrey J Kaney Sr | Immediate Past Chmn until 11/23 Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Michael Broski | Class IV Director and Board Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Thomas R Walsh | Audit/Compliance Chmn until 11/23 Trustee or director | 2 | $0 | $0 | $0 |
| Helen Chung Hill | Director until 11/30/23 Trustee or director | 2 | $0 | $0 | $0 |
| Kathleen Kelly MD | Director until 11/30/23 Trustee or director | 2 | $0 | $0 | $0 |
| Marco T Lenis | Director until 11/30/23 Trustee or director | 2 | $0 | $0 | $0 |
| Anqunette Parham | Director until 11/30/23 Trustee or director | 2 | $0 | $0 | $0 |
| Frank Walter | Director until 9/26/23 Trustee or director | 2 | $0 | $0 | $0 |
| Sarene Alsharif | Class II Director Trustee or director | 2 | $0 | $0 | $0 |
| Adam Fleming | Class II Director Trustee or director | 2 | $0 | $0 | $0 |
| Ana Montoya | Class II Director Trustee or director | 2 | $0 | $0 | $0 |
| Martesha Brown | Class III Director Trustee or director | 2 | $0 | $0 | $0 |
| Lesly Coupler | Class III Director Trustee or director | 2 | $0 | $0 | $0 |
| David Rydell | Class III Director Trustee or director | 2 | $0 | $0 | $0 |
| Steven C Sjogren | Class III Director Trustee or director | 2 | $0 | $0 | $0 |
| Jennifer Baker | Class IV Director Trustee or director | 2 | $0 | $0 | $0 |
| Carly LaMonica | Class II Director Trustee or director | 2 | $0 | $0 | $0 |
| Jeff Marrs | Class IV Director Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Travis Andersen | President & CEO Trustee or director, Officer | 2 | $0 | $1,014,145 | $85,450 |
| Thomas O'Connor | Former President & CEO Former | 0 | $0 | $761,147 | $0 |
| Patricia DeWane | VP, CFO, & Treasurer Officer | 2 | $0 | $566,671 | $62,593 |
| Timothy Flynn MD | President, SA Medical Group Officer | 2 | $0 | $515,532 | $56,805 |
| Michael Polizzotto | Former CMO/CIO Former | 0 | $0 | $491,231 | $55,683 |
| Ann Gantzer | VP Patient Svcs/CNO (until 9/23/22) Officer | 2 | $0 | $487,186 | $37,870 |
| Julia Zimmerman | VP Strategic Growth Officer | 2 | $0 | $343,935 | $63,293 |
| Allen Williams MD | Director Trustee or director | 2 | $0 | $333,058 | $64,753 |
| James Cole DO | VP Medical Affairs/CMO Officer | 2 | $0 | $304,466 | $60,956 |
| Sal Ababneh | COO & President of UWNI Hospitals Officer | 2 | $0 | $314,281 | $46,068 |
| Tiffanie Ferry MD | Director (until 12/31/22) Trustee or director | 2 | $0 | $229,949 | $54,345 |
| William Mewes | Interim VP Patient Services & CNO Officer | 2 | $0 | $210,358 | $51,968 |
| Rosa Jeschke | VP Human Resources Officer | 2 | $0 | $176,285 | $20,093 |
| Jedediah Cantrell | Former VP Operations Former | 0 | $0 | $150,775 | $9,592 |
| Celia Shaughnessy | Former VP Human Resources Former | 0 | $0 | $105,800 | $0 |
| Jeffrey J Kaney Sr | Chmn of the Board (until 8/31/22) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Daniel T Ross | Chmn of the Board (as of 9/1/22) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Eric Fulcomer PhD | 1st Vice Chmn/Secy (until 12/31/22) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jeffrey S Hultman | 1st Vice Chmn/Secy (as of 1/1/23) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Thomas R Walsh | Audit/Compliance Chairman Trustee or director | 2 | $0 | $0 | $0 |
| Patrick T Derry | Quality/Safety Chmn (until 12/31/22) Trustee or director | 2 | $0 | $0 | $0 |
| Michael Broski | Director Trustee or director | 2 | $0 | $0 | $0 |
| Helen Chung Hill | Director Trustee or director | 2 | $0 | $0 | $0 |
| Kathleen Kelly MD | Director Trustee or director | 2 | $0 | $0 | $0 |
| Marco T Lenis | Director Trustee or director | 2 | $0 | $0 | $0 |
| Anqunette Parham | Director Trustee or director | 2 | $0 | $0 | $0 |
| Steven C Sjogren | Director Trustee or director | 2 | $0 | $0 | $0 |
| Frank Walter | Director Trustee or director | 2 | $0 | $0 | $0 |
| Barbera Aaby | Executive Director (as of 1/1/23) Officer | 40 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1415 E STATE STREET, ROCKFORD, IL 61104-2333
- Principal officer (990 for 2024)
- Travis Andersen, 1313 East State Street, Rockford, IL 61104
- Signed the 990
- Patricia DeWane, VP, CFO & Treasurer
- Phone
- (779) 696-4009
- Return prepared by
- RSM US LLP
Mission
To provide financial and in-kind support for the stated missions of SwedishAmerican Hospital System Corporation, UW Health SwedishAmerican Hospital, and the affiliates operating in the State of Illinois.
Program accomplishments
- SwedishAmerican Health Foundation (SAHF) supports UW Health SwedishAmerican Hospital, a 501(c)(3) organization in its mission to provide quality medical healthcare to communities in Northern Illinois and Southern Wisconsin regardless of race, creed, sex, national origin, handicap, age or ability to pay. During the current year, SAHF provided funding grants to specialized departments which helped enhance patient care and patient-visitor comfort.In 1918, UW Health SwedishAmerican Hospital opened its doors to patients in response to the city's need for healthcare services. UW Health SwedishAmerican Hospital recently completed a $126 million investment in our community. This major construction, modernization and expansion project will help us continue to provide the outstanding, top-quality healthcare which residents of Rockford and its surrounding communities expect and deserve. We recognize that improving the health of our community means investing in our community.During FY 2025, SwedishAmerican Health Foundation provided a grant of $175,713 toward UW Health SA Hospital departments for patient care and well-being.Expenses $175,713 · grants $175,713
- During fiscal year 2025, SwedishAmerican Health Foundation provided $133,175 in grants to the chaplaincy program. UW Health SwedishAmerican Hospital's clinically trained staff chaplains compassionately and respectfully assist patients and their families during some of life's most difficult moments. Chaplains round daily, help with advance directives, take part in patient care consults and do much, much more. The Chaplaincy Endowment Fund helps insure there always will be Pastoral Care at UW Health SwedishAmerican by underwriting the cost of providing professional chaplain staff 24 hours a day, seven days a week.Expenses $133,175 · grants $133,175
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3097493
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $22,922,689
- Income (IRS master file)
- $888,393
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $833,306 | $854,632 | $22,922,689 | IRS |
| 990 | June 2024 | $1,151,588 | $868,741 | $21,360,329 | IRS |
| 990 | June 2023 | $615,790 | $761,885 | $19,689,408 | XML |
| 990 | June 2022 | $1,685,622 | $1,152,498 | $18,457,440 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3097493).
Questions about SWEDISHAMERICAN FOUNDATION
- What is the EIN of SWEDISHAMERICAN FOUNDATION?
- The employer identification number (EIN) of SWEDISHAMERICAN FOUNDATION is 36-3097493.
- Is SWEDISHAMERICAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SWEDISHAMERICAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWEDISHAMERICAN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWEDISHAMERICAN FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWEDISHAMERICAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SWEDISHAMERICAN FOUNDATION?
- The 990 for the year ended June 30, 2025 names Travis Andersen.
- Who are the officers and directors of SWEDISHAMERICAN FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does SWEDISHAMERICAN FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $833,306, expenses of $854,632 and total assets of $22,922,689 at year end.
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