SwedishAmerican Hospital (EIN 362222696) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

Travis Andersen

Phone

7796964009

Tax Period

2024-07-01 to 2025-06-30

SwedishAmerican Hospital, founded in 1911, is a major nonprofit in the Health Care sector that reported $601.1M in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $548.7M left a modest 9% surplus.

Mission

Through excellence in healthcare and compassionate service, we care for our community.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,002,288

Program Service Revenue $936,467,589

Investment Income $22,009,895

Other Revenue $6,370,004

TOTAL REVENUE $966,849,776

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $442,116,462

Fundraising Expenses $0

Program Expenses $757,537,431

Other Expenses $455,482,861

TOTAL EXPENSES $897,724,323

Year-over-Year Comparison

	2024	2023	Change
Revenue	$966,849,776	$888,094,833	+0.1%
Expenses	$897,724,323	$824,522,604	+0.1%
Net Income	$69,125,453	$63,572,229	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

4751

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$5,796,676

Total Directors

$5,505,628

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Travis Andersen	President & CEO	40.00	Officer Director	$1,480,475	$197,423	$1,677,898
Allen D Williams MD	Trustee	40.00	Director	$343,630	$65,467	$409,097
Carey Gehl	Trustee	2.00	Director	$0	$188,210	$1,128,470
Peter D Newcomer MD MMM	Trustee	2.00	Director	$0	$276,798	$2,290,163
Jeffrey S Hultman	Chmn of the Board	2.00	Officer Director	$0	$0	$0
Michael Broski	1st Vice Chmn/Secry	2.00	Officer Director	$0	$0	$0
Anqunette Parham	Trustee	2.00	Director	$0	$0	$0
Helen Chung Hill	Trustee (until 9/19/24)	2.00	Director	$0	$0	$0
Justin Franklin	Trustee	2.00	Director	$0	$0	$0
Jeffrey J Kaney Sr	Trustee	2.00	Director	$0	$0	$0
Kathleen Kelly MD	Trustee	2.00	Director	$0	$0	$0
Kenneth Copeland	Trustee	2.00	Director	$0	$0	$0
Marco T Lenis	Trustee	2.00	Director	$0	$0	$0
Pamela Maher	Trustee	2.00	Director	$0	$0	$0
Daniel T Ross	Trustee	2.00	Director	$0	$0	$0
Thomas R Walsh	Trustee	2.00	Director	$0	$0	$0
Steven C Sjogren	Trustee (until 9/19/24)	2.00	Director	$0	$0	$0
Patricia DeWane	VP, CFO, & Treasurer	40.00	Officer	$699,978	$74,016	$773,994
Timothy Flynn MD	President, SA Medical Group	40.00	Officer	$606,222	$105,468	$711,690
Rosa Jeschke	VP Human Resources	40.00	Officer	$423,826	$38,329	$462,155
Julia Zimmerman	VP Strategic Growth	40.00	Officer	$325,494	$74,916	$400,410
Sal Ababneh	COO & President of UWNI Hospitals	40.00	Officer	$320,506	$109,821	$430,327
Christopher Carter	VP Operations & Org Mgmt	40.00	Officer	$281,214	$22,566	$303,780
Deanna Berg	Int. VP Pt. Svcs/CNO (until 9/30/24)	40.00	Officer	$227,716	$26,697	$254,413
Patrick Lundquist	VP Clinics	40.00	Officer	$137,483	$30,715	$168,198
Kristie Geil	VP Patient Services/CNO	40.00	Officer	$76,983	$19,126	$96,109
James Cole DO	VP Medical Affairs/CMO	40.00	Officer	$0	$102,591	$517,702
Eric Xanthopoulos MD	Physician	40.00	Highest	$1,152,513	$54,547	$1,207,060
Mohamed Zeater MD	Physician	40.00	Highest	$1,090,019	$55,288	$1,145,307
Merat Karbasian-Esfahani	Physician	40.00	Highest	$1,005,222	$38,838	$1,044,060
Egon Doppenberg	Physician	40.00	Highest	$952,011	$2,075	$954,086
Joycelyn Speight	Physician	40.00	Highest	$939,709	$16,399	$956,108
Anna Taylor	Former VP Patient Svcs/CNO	0.00		$266,181	$22,062	$288,243
Michael Polizzotto	Former CMO/CMIO	0.00		$424,156	$54,049	$478,205

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$966,849,776	$897,724,323	$1,244,337,471	$69,125,453
2024	$888,094,833	$824,522,604	$1,157,585,139	$63,572,229
2023	$806,081,849	$786,870,384	$1,065,986,206	$19,211,465
2022	$778,252,715	$749,600,647	$1,043,826,863	$28,652,068
2021	$714,842,010	$686,191,690	$1,121,572,006	$28,650,320
2020	$637,025,862	$627,676,366	$973,707,288	$9,349,496
2020	$637,025,862	$627,676,366	$973,707,288	$9,349,496
2020	$637,025,862	$627,676,366	$973,707,288	$9,349,496
2020	$637,025,862	$627,676,366	$973,707,288	$9,349,496
2019	$628,773,321	$595,044,586	$927,080,480	$33,728,735
2018	$601,095,584	$548,659,395	$757,629,414	$52,436,189

SwedishAmerican Hospital