Nonprofit · EIN 36-6652702
SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST
Tax-exempt · ROCKFORD, IL 61104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $352,694 | $110,641 | $242,053 | $8,861,321 | $0 | $8,861,321 |
| October 31, 2024 | 990 | $57,070 | $3,081,580 | -$3,024,510 | $8,485,703 | $0 | $8,485,703 |
| October 31, 2023 | 990 | $852,307 | $576,710 | $275,597 | $10,736,923 | $0 | $10,736,923 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $352,694
- Net gain from sales of assets
- $64
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $68,491
- Management and general (functional)
- $42,150
Balance sheet and other
- Total assets, start of year
- $8,485,703
- Total assets, end of year
- $8,861,321
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,861,321
- Publicly traded securities
- $6,596,954
- Gross receipts
- $3,248,603
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1976
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Peter D Newcomer MD MMM | Trustee Trustee or director | 2 | $0 | $2,013,365 | $276,798 |
| Travis Andersen | President/CEO Trustee or director, Officer | 0.1 | $0 | $1,480,475 | $197,423 |
| Carey Gehl | Trustee Trustee or director | 2 | $0 | $940,260 | $188,210 |
| Patricia DeWane | VP, CFO, & Treasurer Officer | 0.1 | $0 | $699,978 | $74,016 |
| Timothy Flynn MD | President, SA Medical Group Officer | 0.1 | $0 | $606,222 | $105,468 |
| James Cole DO | VP Medical Affairs/CMO Officer | 0.1 | $0 | $415,111 | $102,591 |
| Michael Polizzotto | Former CMO/CIO Former | 0 | $0 | $424,156 | $54,049 |
| Rosa Jeschke | VP Human Resources Officer | 0.1 | $0 | $423,826 | $38,329 |
| Sal Ababneh | COO & President of UWNI Hospitals Officer | 0.1 | $0 | $320,506 | $109,821 |
| Allen Williams MD | Trustee Trustee or director | 2 | $0 | $343,630 | $65,467 |
| Julia Zimmerman | VP Strategic Growth Officer | 0.1 | $0 | $325,494 | $74,916 |
| Christopher Carter | VP Operations & Org Mgmt Officer | 0.1 | $0 | $281,214 | $22,566 |
| Anna Taylor | Former VP Patient Svcs. & CNO Former | 0 | $0 | $266,181 | $22,062 |
| Deanna Berg | Int. VP Pt. Svcs/CNO (until 9/30/24) Officer | 0.1 | $0 | $227,716 | $26,697 |
| Patrick Lundquist | VP Clinics Officer | 0.1 | $0 | $137,483 | $30,715 |
12 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kristie Geil | VP Patient Services/CNO Officer | 0.1 | $0 | $76,983 | $19,126 |
| Jeffrey S Hultman | Chmn of the Board Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Michael Broski | 1st Vice Chmn/Secry Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Kenneth Copeland | Director Trustee or director | 2 | $0 | $0 | $0 |
| Justin Franklin | Director Trustee or director | 2 | $0 | $0 | $0 |
| Jeffrey J Kaney Sr | 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 |
| Pamela Maher | Director Trustee or director | 2 | $0 | $0 | $0 |
| Anqunette Parham | Director Trustee or director | 2 | $0 | $0 | $0 |
| Daniel T Ross | Director Trustee or director | 2 | $0 | $0 | $0 |
| Thomas R Walsh | Director Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended October 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Peter D Newcomer MD MMM | Trustee Trustee or director | 2 | $0 | $1,121,369 | $266,238 |
| Carey Gehl | Trustee Trustee or director | 2 | $0 | $1,169,859 | $173,863 |
| Travis Andersen | President/CEO Trustee or director, Officer | 2 | $0 | $948,984 | $206,937 |
| Timothy Flynn MD | President, SA Medical Group Officer | 2 | $0 | $550,572 | $132,148 |
| Sal Ababneh | COO & President of UWNI Hospitals Officer | 2 | $0 | $571,410 | $107,200 |
| Thomas O'Connor | Former President & CEO Former | 0 | $0 | $585,228 | $0 |
| Patricia DeWane | VP, CFO, & 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 Officer | 2 | $0 | $363,596 | $98,367 |
| Julia Zimmerman | VP Strategic Growth Officer | 2 | $0 | $314,180 | $120,021 |
| William Mewes | Former Interim VP Patient Svcs/CNO Former | 0 | $0 | $393,941 | $39,841 |
| Allen Williams MD | Trustee Trustee or director | 2 | $0 | $347,963 | $73,004 |
| Rosa Jeschke | VP Human Resources Officer | 2 | $0 | $297,585 | $40,004 |
| Anna Taylor | VP Patient Services/CNO (until 2/24) Officer | 2 | $0 | $196,225 | $5,683 |
| Daniel T Ross | Chmn of the Board Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jeffrey J Kaney Sr | Immediate Past Chairman (until 6/24) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jeffrey S Hultman | 1st Vice Chmn/Secy Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Thomas R Walsh | Audit/Compliance Chairman 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 |
| Pamela Maher | 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 |
990 for the year ended October 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Elizabeth Bolt | Trustee (until 9/16/23) Trustee or director | 2 | $0 | $1,822,826 | $203,857 |
| Peter D Newcomer MD MMM | Trustee Trustee or director | 2 | $0 | $940,501 | $181,791 |
| Travis Andersen | President/CEO Trustee or director, Officer | 2 | $0 | $1,014,145 | $85,450 |
| Carey Gehl | Trustee (as of 9/16/23) Trustee or director | 2 | $0 | $644,844 | $172,803 |
| 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 | Former VP Patient Services & CNO Former | 2 | $0 | $487,186 | $37,870 |
| Julia Zimmerman | VP Strategic Growth Officer | 2 | $0 | $343,935 | $63,293 |
| Allen Williams MD | Trustee 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 | Trustee (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 |
| Daniel T Ross | Chairman of the Board 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 Hultman | 1st Vice Chairman/Secretary 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 |
| Marco T Lenis | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Michael Broski | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Helen Chung Hill | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Kathleen Kelly MD | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Anqunette Parham | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Steven C Sjogren | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Frank Walter | Trustee Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1401 E STATE ST, ROCKFORD, IL 61104-2315
- Principal officer (990 for 2024)
- Travis Andersen, 1313 East State St, Rockford, IL 61104
- Signed the 990
- Patricia DeWane, VP, CFO and Treasurer
- Phone
- (779) 696-4009
- Website
- www.uwhealth.org
- Return prepared by
- RSM US LLP
Mission
Through excellence in healthcare and compassionate service, we care for our community.
Program accomplishments
- Management and payment of Malpractice and General Liability claims of UW Health SwedishAmerican Hospital.Expenses $68,491
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 36-6652702
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1979
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,861,321
- Income (IRS master file)
- $3,248,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $352,694 | $110,641 | $8,861,321 | IRS |
| 990 | October 2024 | $57,070 | $3,081,580 | $8,485,703 | IRS |
| 990 | October 2023 | $852,307 | $576,710 | $10,736,923 | XML |
| 990 | October 2022 | $327,524 | $5,999,232 | $10,885,599 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 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 36-6652702).
Questions about SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST
- What is the EIN of SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST?
- The employer identification number (EIN) of SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST is 36-6652702.
- Is SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST 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 SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST?
- The 990 for the year ended October 31, 2025 names Travis Andersen.
- Who are the officers and directors of SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST?
- The 990 for the year ended October 31, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does SWEDISH AMERICAN HOSPITAL SELF INSURANCE TRUST have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $352,694, expenses of $110,641 and total assets of $8,861,321 at year end.
Other nonprofits in ROCKFORD
- SWEDISHAMERICAN HOSPITAL EIN 36-2222696 · last filed 990 for 2025
- JAVON BEA HOSPITAL EIN 36-2167847 · last filed 990 for 2025
- ROCKFORD HEALTH PHYSICIANS EIN 36-3907436 · last filed 990 for 2025
- ROSECRANCE INC EIN 36-2235167 · last filed 990 for 2025
- CRUSADERS CENTRAL CLINIC ASSOCIATION EIN 23-7076080 · last filed 990 for 2025
- GOODWILL INDUSTRIES OF NORTHERN IL & WI STATELINE AREA INC EIN 36-2167846 · last filed 990 for 2024
- ROCKFORD UNIVERSITY EIN 36-2167842 · last filed 990 for 2025
- MERCY HEALTH CORPORATION EIN 47-2158680 · last filed 990 for 2025