SwedishAmerican Hospital Self Insurance Trust (EIN 366652702) - 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

1976

Legal Domicile

Principal Officer

Travis Andersen

Phone

7796964009

Tax Period

2024-11-01 to 2025-10-31

SwedishAmerican Hospital Self Insurance Trust, founded in 1976, is a small nonprofit that reported $353K in total revenue in fiscal year 2024. Revenue surged 518% from the prior year, signaling strong growth momentum. The organization ran a surplus of $242K, a strong 69% operating margin.

Mission

Management and payment of Malpractice and General Liability claims of UW Health SwedishAmerican Hospital.

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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 $0

Program Service Revenue $0

Investment Income $352,694

Other Revenue $0

TOTAL REVENUE $352,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,491

Other Expenses $110,641

TOTAL EXPENSES $110,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$352,694	$57,070	+5.2%
Expenses	$110,641	$3,081,580	-1.0%
Net Income	$242,053	$-3,024,510	-1.1%

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

N/A

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
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
Travis Andersen	President/CEO	0.10	Officer Director	$0	$197,423	$1,677,898
Allen Williams MD	Trustee	2.00	Director	$0	$65,467	$409,097
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
Kenneth Copeland	Director	2.00	Director	$0	$0	$0
Justin Franklin	Director	2.00	Director	$0	$0	$0
Jeffrey J Kaney Sr	Director	2.00	Director	$0	$0	$0
Kathleen Kelly MD	Director	2.00	Director	$0	$0	$0
Marco T Lenis	Director	2.00	Director	$0	$0	$0
Pamela Maher	Director	2.00	Director	$0	$0	$0
Anqunette Parham	Director	2.00	Director	$0	$0	$0
Daniel T Ross	Director	2.00	Director	$0	$0	$0
Thomas R Walsh	Director	2.00	Director	$0	$0	$0
James Cole DO	VP Medical Affairs/CMO	0.10	Officer	$0	$102,591	$517,702
Patricia DeWane	VP, CFO, & Treasurer	0.10	Officer	$0	$74,016	$773,994
Timothy Flynn MD	President, SA Medical Group	0.10	Officer	$0	$105,468	$711,690
Rosa Jeschke	VP Human Resources	0.10	Officer	$0	$38,329	$462,155
Julia Zimmerman	VP Strategic Growth	0.10	Officer	$0	$74,916	$400,410
Sal Ababneh	COO & President of UWNI Hospitals	0.10	Officer	$0	$109,821	$430,327
Christopher Carter	VP Operations & Org Mgmt	0.10	Officer	$0	$22,566	$303,780
Deanna Berg	Int. VP Pt. Svcs/CNO (until 9/30/24)	0.10	Officer	$0	$26,697	$254,413
Patrick Lundquist	VP Clinics	0.10	Officer	$0	$30,715	$168,198
Kristie Geil	VP Patient Services/CNO	0.10	Officer	$0	$19,126	$96,109
Anna Taylor	Former VP Patient Svcs. & CNO	0.00		$0	$22,062	$288,243
Michael Polizzotto	Former CMO/CIO	0.00		$0	$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	$352,694	$110,641	$8,861,321	$242,053
2024	$57,070	$3,081,580	$8,485,703	$-3,024,510
2023	$852,307	$576,710	$10,736,923	$275,597
2022	$327,524	$5,999,232	$10,885,599	$-5,671,708
2021	$915,935	$781,940	$18,353,596	$133,995
2020	$6,730,019	$1,083,602	$17,883,265	$5,646,417
2019	$1,679,013	$1,412,653	$11,870,646	$266,360
2018	$2,373,827	$4,159,087	$11,199,103	$-1,785,260

SwedishAmerican Hospital Self Insurance Trust