BETHANY HOMES AND METHODIST HOSPITAL: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY HOMES AND METHODIST HOSPITAL (EIN 36-2012788)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202022309349302617
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T13:30:21-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362012788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bethany Homes and Methodist Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 7732719040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sunny Lopez | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE BENCIK | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen A Dahl | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,157,405 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.methodistchicago.org/index.html | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 698 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $789,344 | PYContributionsGrantsAmt |
| CY Contributions Grants | $71,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,921,283 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,551,229 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,305,512 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,202,129 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,072 | PYOtherRevenueAmt |
| CY Other Revenue | $26,800 | CYOtherRevenueAmt |
| PY Total Revenue | $40,051,211 | PYTotalRevenueAmt |
| CY Total Revenue | $47,851,679 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,732,646 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,361,689 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,787,380 | PYOtherExpensesAmt |
| CY Other Expenses | $21,532,798 | CYOtherExpensesAmt |
| PY Total Expenses | $43,520,026 | PYTotalExpensesAmt |
| CY Total Expenses | $46,894,487 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,468,815 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $957,192 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,395,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,307,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,987,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,026,147 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,407,914 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,281,680 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $31,928,901 | ExpenseAmt |
| Revenue | $28,178,757 | RevenueAmt |
| Desc | Geriatric Services Mission: Through the functions of its two divisions, BH&MH is faithful to its non-profit, faith-based mission as a provider of quality medical, behavioral, social, and spiritual services for seniors and vulnerable adults of all ages, delivered with compassion and individual attention. Its mission is to provide exceptional care and it strives for the highest level of client satisfaction. Its services include independent- and supportive-living options, acute medical and ambulatory health care, and ancillary programs. Individualized care plans are developed for each resident/patient, ensuring services meet the gamut of needs common to seniors and vulnerable adults of all ages. Many adults who rely on BH&MH for their care arrive with limited resources, while elders may have outlived family and friends. Care is made available regardless of ability to pay and, in many cases, is directly subsidized by BH&MH (see detail). Staff representing a broad range of professional disciplines ensure that, as medical and housing needs are met, so, too, are the needs for social interactions with peers; inter-generational exchanges; opportunities for expression of religious beliefs; and opportunities, when appropriate, to contribute of themselves to others as volunteers. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,753,635 | ExpenseAmt |
| Revenue | $6,965,937 | RevenueAmt |
| Desc | Mental Health Mission: BH&MH's philosophy and mission is to deliver quality behavioral healthcare services designed to meet individual needs and promote a maximum level of independence within the client's home community. Through inpatient and outpatient psychiatric care, BH&MH offers services for adults with mental illnesses and cognitive impairments. A range of comprehensive services are provided, without regard for financial status, with the goal of helping clients maintain dignity, engage in meaningful activities, and retain as much independence as possible. BH&MH's services include: Savvy Circle, a full-day program for BRC residents with mild memory loss; intensive outpatient programs for adults with psychiatric diagnoses; a medical detoxification program for adults with substance abuse diagnoses; and a full inpatient mental health program for adults presenting with psychiatric illnesses. A no-fee support program responds to community-based requests - primarily from local government and other service agencies - for assessment and triage of the physical health, behavioral health and residential needs of adults in BH&MH's service areas, with assistance for placement in the most appropriate setting. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,536,992 | ExpenseAmt |
| Revenue | $410,769 | RevenueAmt |
| Desc | Lakeview Medical Group Mission: Lakeview Medical Group is comprised of hospital-employed primary-care and specialist physicians who provide mostly nursing home residents with medical services, either within the residents' respective nursing facilities and/or on an outpatient or inpatient basis. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,219,528 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 698 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sunny Lopez | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7732719040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID E CARLSON | ||||||||
| CHAIRMAN | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH REED | ||||||||
| VICE-CHAIRMAN | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE BALFE | ||||||||
| SECRETARY/TREASURER | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN A DAHL | ||||||||
| EX-OFFICIO DIRECTOR/CEO | 35.0 | 5.0 | Yes (X) | Yes (X) | $263,406 | $46,483 | $6,162 | |
| SATISH BARNABAS MD | ||||||||
| MEDICAL DIRECTOR/DIRECTOR | 24.0 | 1.0 | Yes (X) | $161,757 | $0 | $24,619 | ||
| STEPHEN LATOUR PHD | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HOELLEN | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DEMBOWSKI | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER CHRISTY | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JEAN NORRIS | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| GESSEL BERRY JR | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| KENT SMITH | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| SUNNY LOPEZ | ||||||||
| PRESIDENT | 35.0 | 5.0 | Yes (X) | $50,344 | $83,906 | $107,253 | ||
| WOLFGANG MAYER | ||||||||
| CFO/COO | 35.0 | 5.0 | Yes (X) | $310,953 | $54,874 | $30,827 | ||
| VALARIE BROSTROM MD | ||||||||
| PHYSICIAN | 40.0 | 0 | $195,001 | $0 | $0 | Yes (X) | ||
| JOSEPH CHANDY | ||||||||
| ADMINISTRATOR | 40.0 | 0 | $207,100 | $0 | $1,124 | Yes (X) | ||
| JAMES GREGORY | ||||||||
| CORPORATE CONTROLLER | 40.0 | 0 | $181,556 | $0 | $10,266 | Yes (X) | ||
| STEPHEN MIFF MD | ||||||||
| PHYSICIAN | 40.0 | 0 | $184,707 | $0 | $14,671 | Yes (X) | ||
| ROMAN NIZIOLAK MD | ||||||||
| PHYSICIAN | 40.0 | 0 | $153,356 | $0 | $16,142 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,708,180 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $185,264 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $211,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JAY ANESTHESIA AND PAIN | |||||
| PO BOX 70 | LAKE FOREST | IL | 60045 | ANESTHESIA SERVICES | $260,000 |
| JC MEDICAL GROUP LTD | |||||
| 8900 S COUNTY LINE ROAD | BURR RIDGE | IL | 60532 | MEDICAL SERVICES | $124,583 |
| CREATIVE SCAPE LANDSCAPERS INC | |||||
| 3236 W OLIVE | CHICAGO | IL | 60659 | LANDSCAPING | $124,188 |
| Polsinelli Shughart PC | |||||
| PO Box 878681 | Kansas City | MO | 641878681 | LEGAL SERVICES | $121,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $71,521 | AllOtherContributionsAmt |
| Total Contributions | $71,521 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE | 621990 | $31,885,477 | $31,885,477 |
| PHYSICIAN SERVICES | 561110 | $144,847 | $144,847 |
| SENIOR LIVING | 623990 | $3,520,905 | $3,520,905 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,551,229 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,906 | TotalRevenueColumnAmt |
| Exclusion | $57,906 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,550 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$64,550 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$64,550 | TotalRevenueColumnAmt |
| Exclusion | -$64,550 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $21,385,399 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,241,176 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $12,144,223 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,144,223 | TotalRevenueColumnAmt |
| Exclusion | $12,144,223 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE MEALS | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $87,116 | TotalRevenueColumnAmt |
| Exclusion | $87,116 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,234 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,234 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,350 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,851,679 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,555,463 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,224,695 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,740 | TotalAmt |
| Program Services | $750,329 | ProgramServicesAmt |
| Management And General | $132,411 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,812,221 | TotalAmt |
| Program Services | $16,840,388 | ProgramServicesAmt |
| Management And General | $2,971,833 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,857 | TotalAmt |
| Program Services | $365,378 | ProgramServicesAmt |
| Management And General | $64,479 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,675,731 | TotalAmt |
| Program Services | $2,274,371 | ProgramServicesAmt |
| Management And General | $401,360 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561,140 | TotalAmt |
| Program Services | $1,326,969 | ProgramServicesAmt |
| Management And General | $234,171 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,088 | TotalAmt |
| Program Services | $143,725 | ProgramServicesAmt |
| Management And General | $25,363 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,738 | TotalAmt |
| Program Services | $72,027 | ProgramServicesAmt |
| Management And General | $12,711 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,881 | TotalAmt |
| Program Services | $6,699 | ProgramServicesAmt |
| Management And General | $1,182 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,601,535 | TotalAmt |
| Program Services | $3,061,305 | ProgramServicesAmt |
| Management And General | $540,230 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,511 | TotalAmt |
| Program Services | $37,834 | ProgramServicesAmt |
| Management And General | $6,677 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,422 | TotalAmt |
| Program Services | $172,058 | ProgramServicesAmt |
| Management And General | $30,364 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,188 | TotalAmt |
| Program Services | $6,110 | ProgramServicesAmt |
| Management And General | $1,078 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,837 | TotalAmt |
| Program Services | $656,911 | ProgramServicesAmt |
| Management And General | $115,926 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,902 | TotalAmt |
| Program Services | $13,517 | ProgramServicesAmt |
| Management And General | $2,385 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,798 | TotalAmt |
| Program Services | $27,028 | ProgramServicesAmt |
| Management And General | $4,770 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,827 | TotalAmt |
| Program Services | $140,103 | ProgramServicesAmt |
| Management And General | $24,724 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,177 | TotalAmt |
| Program Services | $855,250 | ProgramServicesAmt |
| Management And General | $150,927 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,098,501 | TotalAmt |
| Program Services | $1,783,725 | ProgramServicesAmt |
| Management And General | $314,776 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $3,187,728 | $3,187,728 | |
| Medicaid Assessment | $3,314,986 | $3,314,986 | |
| Provision for Doubtful Accounts | $2,558,710 | $2,558,710 | |
| Dues and Subscription | $202,035 | $171,730 | $30,305 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,061,934 | TotalAmt |
| Program Services | $3,452,647 | ProgramServicesAmt |
| Management And General | $609,287 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,894,487 | TotalAmt |
| Program Services | $41,219,528 | ProgramServicesAmt |
| Management And General | $5,674,959 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,406,180 | BOYAmt |
| EOY | $184,819 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000,262 | BOYAmt |
| EOY | $2,779,694 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,338 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,889 | BOYAmt |
| EOY | $188,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,508 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,516,529 | BOYAmt |
| EOY | $25,245 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,299 | BOYAmt |
| EOY | $2,124,424 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,058 | BOYAmt |
| EOY | $178,058 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,206,763 | BOYAmt |
| EOY | $16,827,382 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,395,318 | BOYAmt |
| EOY | $22,307,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,053,084 | BOYAmt |
| EOY | $9,626,639 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,434,320 | BOYAmt |
| EOY | $1,399,508 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,987,404 | BOYAmt |
| EOY | $11,026,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,088,987 | BOYAmt |
| EOY | $10,151,478 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,501 | BOYAmt |
| EOY | $1,036,776 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,426 | BOYAmt |
| EOY | $93,426 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,407,914 | BOYAmt |
| EOY | $11,281,680 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,395,318 | BOYAmt |
| EOY | $22,307,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $957,192 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,584 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,070,842 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,682 | OtherCostOrOtherBasisAmt |
| Book Value | $33,682 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,508 | DepreciationAmt |
| Book Value | -$8,437 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,245 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $1,339,330 | F |
| OBLIG US GOV AND AGEN | $372,694 | F |
| CORPORATE DEBT OBLIGATIONS | $157,088 | F |
| MUNICIPAL DEBT OBLIGATIONS | $255,312 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,124,424 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from affiliated entities | $15,614,509 |
| Collateral in Chestnut Square | $1,000,000 |
| Estimated Third Party Receivable | $212,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,827,382 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER CURRENT LIABILITIES | $747,013 |
| REFUNDABLE ENTRANCE FEES | $1,000 |
| ACCRUED PENSION COST | $651,495 |
| ACCRUED PROFESSIONAL AND GENERAL LIABILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,399,508 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | Bethany Methodist Corporation and its affiliated entities are exempt from income taxes on income from related activities under Section 501(c)(3) of the Internal Revenue Code (the Code) and corresponding state tax law. Income earned in furtherance of the Corporation's tax-exempt purpose is exempt from federal and state income taxes. The Code provides for taxation of unrelated business income under certain circumstances. The Corporation has no material unrelated business income; however, such status is subject to final determination upon examination of the related income tax returns by the appropriate taxing authority. Accordingly, no provision has been made for federal or state income taxes. Under ASC Subtopic 740, Income Taxes, the Corporation must recognize the tax benefit from an uncertain tax position only if it is "more-likely-than-not" that the tax position will be sustained on examination by the applicable taxing authorities based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. ASC Subtopic 740-10 also provides guidance of derecognition, classification, interest and penalties on income taxes and accounting in interim periods and requires increased disclosure. There were no uncertain tax positions identified as of September 30, 2019 and 2018. The Corporation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. Tax returns filed by the Corporation are subject to examination by the Internal Revenue Service (IRS) up to three years from the date the return was filed. The returns no longer subject to examination are for tax years ended before September 30, 2016. The Corporation recognizes interest and/or penalties, if any, related to income tax matters in income tax expense. The Corporation did not have any amounts accrued for interest and penalties at September 30, 2019 and 2018. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 600 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $231,725 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $231,725 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0049 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,130,075 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,271,704 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,858,371 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0396 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $3,361,800 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,271,704 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,090,096 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0446 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $3,361,800 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,271,704 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,090,096 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0446 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,558,710 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $8,316,572 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $18,564,773 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$10,248,201 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOSPITAL OF CHICAGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 NORTH PAULINA STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.methodistchicago.org | WebsiteAddressTxt |
| State License | 0000125 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOSPITAL OF CHICAGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 17 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | http://www.methodistchicago.org/chna.html | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | HTTP://METHODISTCHICAGO.HEALTHFORECAST.NET/ | OtherWebsiteURLTxt |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | false | StrategyPostedWebsiteInd |
| Strategy Attached | Yes (true) | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.0 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 600.0 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE STMT | FAPAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 5 Facility , 1 | Facility , 1 - METHODIST HOSPITAL OF CHICAGO. ACUTE CARE HOSPITAL Methodology This assessment incorporates data from both quantitative and qualitative sources. Quantitative data input includes the PRC Community Health Survey, which allows for comparison to benchmark data at the state and national levels. Qualitative data input includes primary research gathered through an Online Key Informant Survey. PRC Community Health Survey Survey Instrument The survey instrument used for this study is based largely on the Centers for Disease Control and Prevention (CDC) Behavioral Risk Factor Surveillance System (BRFSS), as well as various other public health surveys and customized questions addressing gaps in indicator data relative to health promotion and disease prevention objectives and other recognized health issues. The final survey instrument was developed by Methodist Hospital of Chicago and PRC. Community Defined for This Assessment The study area for the survey effort (referred to as the "Methodist Hospital of Chicago Service Area" in this report) is defined as each of the residential ZIP Codes comprising the hospital's primary service area, including 60607, 60608, 60612, 60613, 60614, 60616, 60618, 60622, 60624, 60625, 60626, 60640, 60641, 60645, 60647, 60651, 60657, and 60660. This community definition represents those ZIP Codes from which 75% of the hospital's admissions are derived. Sample Approach & Design A precise and carefully executed methodology is critical in asserting the validity of the results gathered in the PRC Community Health Survey. In all, a total of 200 surveys were conducted through online questionnaires. Once the surveys were completed, these were weighted in proportion to the actual population distribution so as to appropriately represent the Methodist Hospital of Chicago Service Area as a whole. All administration of the surveys, data collection, and data analysis was conducted by PRC. For statistical purposes, the maximum rate of error associated with a sample size of 200 respondents is 6.9% at the 95 percent confidence level. Sample Characteristics While the survey sample is overall higher-income than the population at large, it is representative for other key demographics such as gender, age, race, and ethnicity. COMMUNITY HEALTH NEEDS ASSESSMENT Online Key Informant Survey To solicit input from key informants, those individuals who have a broad interest in the health of the community, an Online Key Informant Survey also was implemented as part of this process. A list of recommended participants was provided by Methodist Hospital of Chicago; this list included names and contact information for physicians, public health representatives, other health professionals, social service providers, and a variety of other community leaders. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Key informants were contacted by email, introducing the purpose of the survey and providing a link to take the survey online; reminder emails were sent as needed to increase participation. In all, 12 community stakeholders took part in the Online Key Informant Survey, as outlined below. While several public health representatives were invited to take part, none responded to multiple requests. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - METHODIST HOSPITAL OF CHICAGO. METHODIST HOSPITAL OF CHICAGO IDENTIFIED THE MOST SIGNIFICANT NEED IN THEIR COMMUNITY AND IT WAS TO MAINTAIN AND IMPROVE SERVICES TO ADULTS DIAGNOSED WITH MENTAL ILLNESS AND SUBSTANCE ABUSE. Methodist Hospital of Chicago will commit to resources necessary to maintain our advocacy and treatment of the underserved in the community. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 0 | FacilityNum |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 1 CHNA | METHODIST HOSPITAL OF CHICAGO (MHC) CONTINUES IT'S 129-YEAR FAITH BASED MISSION TO PROVIDE GENERAL MEDICAL, GERIATRIC AND BEHAVIORAL HEALTH SERVICES TO VARIOUS SECTORS OF UNDERSERVED, INDIGENT AND ELDERLY POPULATIONS. MHC CONTINUES TO MONITOR ASSESS AND RESPOND TO THE NEEDS OF ITS IMMEDIATE COMMUNITY AS WELL AS ITS EXTENDED PATIENT POPULATION INCLUDING SEVERAL INNER CITY NURSING HOMES, SHELTERS AND OTHER SENIOR LIVING RESIDENTIAL COMMUNITIES. MHC ACCOMPLISHES THIS THROUGH SEVERAL PROGRAMS THAT SERVE TO IDENTIFY INDIVIDUALS IN THE DIRECT COMMUNITY AND EXTENDED GEOGRAPHICAL AREA THAT SUFFER FROM NEGLECT AND IN SOME CASES REQUIRE URGENT MEDICAL CARE. THESE EFFORTS WERE DONE IN CONJUNCTION WITH SEVERAL COMMUNITY AGENCIES. MHC ALSO PROVIDES SEVERAL OTHER COMMUNITY BENEFITS SUCH AS FREE FOOD, CLOTHING AND TRANSPORTATION FOR INDIGENT PATIENTS AND COMMUNITY MEMBERS THAT ARE IN NEED, COMMUNITY VOLUNTEERISM, AND IN-HOUSE USE OF PREMISES FOR COMMUNITY ACTIVITIES. IN SPITE OF OUR DILIGENCE TO PROVIDE SERVICES THAT AID OUR DIRECT AND EXTENDED COMMUNITY. THROUGHOUT INPATIENT, OUTPATIENT AND COMMUNITY ASSESSMENT AND TREATMENT, OUR COMMITMENT HAS BEEN STEADFAST DESPITE UNDERPAYMENT AND IN SOME CASES LACK OF PAYMENT FOR SERVICES RENDERED. |
| Schedule H, Part VI, Line 6 | ON SEPTEMBER 30, 2019, THE CORPORATION SOLD THE METHODIST HOSPITAL OF CHICAGO (MHC) AND BETHANY RETIREMENT COMMUNITY (BRC) DIVISIONS OF THE BUSINESS. THE DECISION TO SELL WAS A RESULT OF MANAGEMENT'S REEVALUATION OF ITS STRATEGIC PLAN, PART OF WHICH WAS THE DIVESTITURE OF MHC AND BRC. BECAUSE THE CORPORATION IS EXITING THE HOSPITAL BUSINESS AND SELLING A SIGNIFICANT PORTION OF ITS SENIOR HOUSING, THE DISPOSAL REPRESENTS A STRATEGIC SHIFT, ACCORDINGLY, IN ACCORDANCE WITH FASB ASC 205-20, THE OPERATING RESULTS RELATED TO THESE DIVISIONS HAVE BEEN REPORTED AS DISCONTINUED OPERATIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| Schedule H, Part V, Section B, Line 16b FAP WIDELY AVAILABLE ON A WEBSITE | https://www.methodistchicago.org/Financial%20Assistance%20Policy.pdf |
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | THE COST-TO-CHARGE RATIO AS REPORTED ON THE MEDICARE COST REPORTS WAS USED TO REPORT THIS SCHEDULE. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | BAD DEBT COST COMPUTED USING % OF PATIENT CARE COST TO TOTAL CHARGES. |
| Schedule H, Part III, Line 3 Bad Debt Expense Methodology | The organization is unable to provide a reasonable estimate of bad debt expenses attributable to patients eligible under the organization's financial assistance policy. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | Provision for Bad Debts: For uninsured patients who do not qualify for charity care, the Corporation recognizes revenue on the basis of its standard rates for services provided (or on the basis of discounted rates, if negotiated or provided by policy). On the basis of historical experience, a significant portion of the Corporation's uninsured patients will be unable or unwilling to pay for the services provided. The provision for bad debts is based upon management's assessment of historical and expected collections of accounts receivable considering business and economic conditions, trends in healthcare coverage, and other collection indicators. Accounts receivable are written off and charged to the provision for bad debts after collection efforts have been made in accordance with the Corporation's policies. Recoveries are treated as a reduction to the provision for patient bad debts. Accounts receivable are reduced by an allowance for doubtful accounts. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by major payor category. Data about the major payor sources of revenue is analyzed to establish an appropriate allowance for uncollectible receivables and provision for patient bad debts. For receivables associated with services provided to patients who have third-party coverage, contractually due amounts are analyzed and compared to actual cash collected over time to enhance the quality of the estimate of the allowance for doubtful accounts and the provision for patient bad debts (for example, for expected uncollectible deductibles and copayments on accounts for which the third-party payor has not yet paid, or for payors who are known to be having financial difficulties that make the realization of amounts due unlikely). For receivables associated with self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), an allowance for doubtful accounts is recorded on the basis of historical experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. An estimate of the difference between contracted rates and amounts actually collected, after all reasonable collection efforts have been exhausted, is charged to the provision for patient bad debts and credited to the allowance for doubtful accounts. |
| Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs | PAYMENT RECEIVED AT AGREED AMOUNT FROM GOVERNMENT AGENCIES OFTEN FALLS BELOW ACTUAL COST OF TREATMENT AND DELIVERY OF CARE. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | According to the billing and collection policy, MHC, or its authorized agent, will make reasonable efforts to determine if the patient is FAP-eligible before engaging in ECA's by: Advising the patient about the FAP; Providing the patient with a FAP application form and PLS (upon request); Including a PLS in at least three billing statements and with all other written communications with the patient; Informing the patient about the FAP in all oral communications; or Providing the patient with at least one written notice advising him/her about ECA's that MHC or its authorized agent may take if a FAP is not completed or a bill remains unpaid. |
| Schedule H, Part V, Section B, Line 16a FAP website | - METHODIST HOSPITAL OF CHICAGO: Line 16a URL: SEE STMT; |
| Schedule H, Part VI, Line 2 Needs assessment | The process for gathering and analyzing data and related information involves: 1) collecting and reviewing community health status reports from local, state, and national health care entities including both governmental and non-governmental agencies; e.g., Chicago Department of Aging, Illinois Department of Health, National Institutes of Health, Illinois Hospital Association, Advocate Foundation, Mental Health Association of Greater Chicago; United Way; etc.; 2) stakeholder interviews; 3) external service-provider interviews; 4) internal staff and consultants; and 5) end-user surveys. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | At the time of registration, the organization informs persons about financial assistance options, with both printed material and one-to-one education. Additional, individualized education is provided during inpatient stays, with information about eligibility and no-cost assistance with applications for appropriate governmental and/or organizational programs. Financial assistance policy is available to the public upon request. |
| Schedule H, Part VI, Line 4 Community information | BH&MH serves a broad clientele through its two divisions, including inpatient and ambulatory hospital programs and residential services. Adults of all ages receive care at Methodist Hospital, and may require emergency, urgent, inpatient, outpatient, and community-outreach services. A BH&MH special ministry addressed by MHC involves care for the significant majority (more than 90%) of patients who are indigent, under-served, under-insured, uninsured, and/or neglected. Primary geographic areas served are sections of the City of Chicago's north, west, and near-south sides, with patients who may reside in their own homes, nursing facilities, group homes, or shelters. Patients represent the service-area's diversity relative to national origin, language, culture, and faith traditions. BRC serves adults aged 55 and above, with a majority of current residents living originally on Chicago's north and northwest sides. Additional residents move in from across the region and the U.S. in order to be close to adult children or other family members. While the majority of residents are Caucasian, the population also includes seniors who are Asian, Latino, and African-American. The facility is open to those of all origins, language, cultural, and faith traditions. A BH&MH special mission fund is available to assist residents who lack sufficient financial resources for their housing and related needs. |
| Schedule H, Part VI, Line 5 Promotion of community health | BH&MH's comprehensive medical, residential, and ancillary services address the physical, social, and spiritual well-being of its patients/residents and are focused on their health and well-being. Excellent care provided to individuals positively addresses the public health concerns of the larger community. Community support programs provide medical and social-service assessments and referrals for under-served, marginalized, or neglected adults. Community-service projects deliver education about health and senior-care to civic, social, educational, professional, and congregational groups. The organization hosts health fairs, blood drives, 12-Step programs, and caregiver-, grief- and peer-support groups; partners with local social service agencies to address identified community health needs; participates in advocacy efforts to enhance care and services for seniors, adults with psychiatric illnesses, and persons with substance-abuse concerns and developmental disabilities; and provides undergraduate and graduate-level internship placements for nursing, social work, behavioral health, pharmacy, and seminary students. |
| Schedule H, Part VI, Line 7 State filing of community benefit report | IL |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN A DAHL | ||||||||||||||
| EX-OFFICIO DIRECTOR/CEO | $255,179 | $45,031 | $0 | $0 | $8,228 | $1,452 | $416 | $73 | $4,822 | $851 | $268,644 | $47,408 | $0 | $0 |
| SATISH BARNABAS MD | ||||||||||||||
| MEDICAL DIRECTOR/DIRECTOR | $161,757 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,619 | $0 | $186,376 | $0 | $0 | $0 |
| SUNNY LOPEZ | ||||||||||||||
| PRESIDENT | $48,825 | $81,375 | $0 | $0 | $1,519 | $2,531 | $15,276 | $25,460 | $24,944 | $41,573 | $90,564 | $150,939 | $0 | $0 |
| WOLFGANG MAYER | ||||||||||||||
| CFO/COO | $302,772 | $53,430 | $0 | $0 | $8,182 | $1,444 | $455 | $80 | $25,748 | $4,544 | $337,156 | $59,498 | $0 | $0 |
| VALARIE BROSTROM MD | ||||||||||||||
| PHYSICIAN | $195,001 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $195,001 | $0 | $0 | $0 |
| JOSEPH CHANDY | ||||||||||||||
| ADMINISTRATOR | $202,688 | $0 | $0 | $0 | $4,411 | $0 | $568 | $0 | $557 | $0 | $208,224 | $0 | $0 | $0 |
| JAMES GREGORY | ||||||||||||||
| CORPORATE CONTROLLER | $166,941 | $0 | $11,417 | $0 | $3,199 | $0 | $200 | $0 | $10,067 | $0 | $191,823 | $0 | $0 | $0 |
| STEPHEN MIFF MD | ||||||||||||||
| PHYSICIAN | $184,707 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,671 | $0 | $199,378 | $0 | $0 | $0 |
| ROMAN NIZIOLAK MD | ||||||||||||||
| PHYSICIAN | $153,356 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,142 | $0 | $169,499 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | SUNNY LOPEZ, PRESIDENT, RECEIVED A HOUSING ALLOWANCE DURING THE YEAR. THE ITEM WAS TREATED AS NONTAXABLE COMPENSATION. |
| Schedule J, Part I, Line 7 Non-fixed payments | Bonuses were awarded based on achieving both qualitative and quantitative goals which are formulated and measured by the Executive committee and approved by the board of directors. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 BRIEF MISSION | Bethany Homes & Methodist Hospital of Chicago (BH&MH) is a 130-year-old, faith-based, non-profit organization whose primary mission is to provide its service areas with quality medical and behavioral-health programs, senior housing, and ancillary programs. Its services demonstrate commitment to the physical, emotional, social, and spiritual needs of seniors and vulnerable adults of all ages. BH&MH is comprised of two divisions: Bethany Retirement Community (BRC) and Methodist Hospital of Chicago (MHC), both located in Chicago, IL. Specialized programs are delivered in fully-licensed and, as legally required, accredited settings. Services are provided with dignity and respect for all clients, and in accordance with best practices related to clinical care and client satisfaction. Individuals are received irrespective of race, color, national origin, religion, sex, sexual orientation, gender identity, ethnicity, socio-economic background, age, handicap, or disability. BH&MH's mission also includes outreach to its neighbors with education on health and aging issues and advocacy for its diverse populations. It practices responsible stewardship of resources in the delivery of care and support for clients, civic groups, faith congregations, and members of the larger community. The mission of BRC is to provide quality residential, nursing, and ancillary programs for older adults, including those who are frail and/or vulnerable due to health or financial status. This is accomplished through independent and supportive-living settings, twenty-four-hour nursing, twenty-four-hour security, ancillary services, and a life-enrichment program - Savvy Circle - for residents with memory impairments. Services are offered in compliance with the parameters of the facility's sheltered-care license issued by the State of Illinois and in compliance with the standards of the Illinois Department of Public Health. The mission of MHC is to provide quality health and ancillary programs, which is accomplished through emergency, acute inpatient, and outpatient care in medical-surgical, behavioral medicine and other specialty environments, in compliance with its licensure as a general hospital as issued by the State of Illinois and as accredited by the Healthcare Facilities Accreditation Program. |
| Form 990, Part I, Line 6 Estimated Number is Used for Total Number of Volunteers Used | Individuals and groups within BH&MH's service area seek opportunities to express their concern for elders in need by volunteering their time and talent. Additionally, a cadre of its own employees and elder residents volunteer to assist the organization. BH&MH offers volunteer opportunities as part of its community relations effort. It trains, supports and recognizes those generous youth and adults who represent a variety of cultural and faith traditions. BH&MH makes volunteer roles available in several disciplines, following standards developed by national volunteer bodies, and matches persons' interests and skills to appropriate positions. Most volunteers choose service in the Activities or Spiritual Care Department, assist paid staff with reception and clerical duties, or serve on the entity's voluntary Board of Directors. Thirty-eight volunteers donate an average of 3 hours per week, equating to approximately four FTEs. |
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | BH&MH is called to care for the physical, social and spiritual needs of seniors and vulnerable adults of all ages in the metropolitan Chicago area, with an emphasis on geriatric services, mental health services, and the medical, psychiatric and related services provided by independent practitioners, as well as by Lakeview Medical Group, a geriatrics-focused, multi-specialty physician group. |
| Form 990, Part III, Line 3 Significant changes in program services | On September 30, 2019, the Corporation sold the Methodist Hospital of Chicago (MHC) and Bethany Retirement Community (BRC) divisions of the business. The decision to sell was a result of management's reevaluation of its strategic plan, part of which was the divestiture of MHC and BRC. Because the Corporation is exiting the hospital business and selling a significant portion of its senior housing, the disposal represents a strategic shift, accordingly, in accordance with FASB ASC 205-20, the operating results related to these divisions have been reported as discontinued operations in the consolidated financial statements. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE EXECUTIVE COMMITTEE SHALL INCLUDE THE PRESIDENT OF THE CORPORATION EX OFFICIO AND SUCH OTHER MEMBERS AS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. THE MINUTES OF THE EXECUTIVE COMMITTEE SHALL BECOME A PART OF THE OFFICIAL RECORDF OF THE BOARD OF DIRECTORS. IT SHALL BE THE DUTY OF THE EXECUTIVE COMMITTEE TO SEE THAT ALL RULES AND REGULATIONS ADOPTED BY THE BOARD OF DIRECTORS ARE FAITHFULLY EXECUTED BY COMMITTEES AND ADMINISTRATIVE OFFICERS OF THE CORPORATION. THE EXECUTIVE COMMITTEE MAY RECOMMEND POLICIES AND NEW RULES AND REGULATIONS TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND ACCEPTANCE. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The sole member of Bethany Homes and Methodist Hospital is Bethany Methodist Corporation, an Illinois not-for-profit corporation. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The Board of Directors of the Corporation shall number no less than thirteen (13) persons and no greater than eighteen (18), who shall be appointed by the Board of Directors of the sole member from among those persons nominated by the nominating committee of the sole member. Members of the Board shall be community, business, civic or religious leaders, or persons with an expertise or interest in the field of health care. Not less that one-half (1/2) of the Board of Directors shall at all times serve simultaneously as Directors of the sole member, Bethany Methodist Corporation, an Illinois not-for-profit corporation. The President of the Corporation shall be an ex officio member of the Board of Directors. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE COMPLETED FORM 990 IS REVIEWED BY MANAGEMENT AND A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING THE RETURN WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Members of the Board of Directors, corporate officers and employees are required to avoid all situations that may, in fact or appearance, present as a conflict of interest. Corporate Bylaws require that all actual, potential, direct, apparent, and indirect conflicts be disclosed in full and in writing. An annual, formal, and written disclosure statement is completed by all members of the Board, corporate officers and key employees. Board members who believe they may be involved in a conflict of interest related to a given issue are required to abstain from voting or taking other official action related to that issue. Corporate officers and key employees who believe they may be involved in a conflict of interest related to a particular issue will recuse themselves from taking any official action related to that issue. The Board of Directors retains responsibility for establishing any additional guidelines necessary to resolve a conflict of interest. Policies regarding potential conflicts of interest are included in the regularly-scheduled, formal review conducted through the Corporate Compliance Program, which includes oversight by the organization's Compliance Officer, the Compliance Committee, and external legal counsel. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Executive and Compensation Committees of the Board of Directors are both led by the Chairman of the Board of Directors. Those Committees, in consultation with the CEO and senior managers, establish annual organizational objectives, which are reported to and approved by the full Board of Directors. Those Committees also conduct an annual evaluation of the achievement of the objectives and report their findings to the full Board of Directors. The Board Committees retain an independent, external, nationally-recognized executive-compensation consulting firm to advise its members on the annual review and reasonableness of compensation prior to approval of the CEO's and senior managers' compensation. Principals of that firm work with Committee members in examining comparability data and ensuring that compensation is granted in compliance with regulatory and ethical standards, as well as industry norms. The Committee's recommendations for compensation are reviewed and ratified by the full Board of Directors. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The Executive Committee and Compensation Committee of the Board of Directors are both led by the Chairman of the Board of Directors. Those committees, in consultation with the CEO and senior managers, establish annual organizational objectives, which are reported to and approved by the full Board of Directors. Those Committees also conduct an annual evaluation of the achievement of the objectives and report their findings to the full Board of Directors. The Board retains an independent, external, nationally-recognized executive-compensation consulting firm to advise members on the annual review and reasonableness of compensation prior to approval of the CEO's and senior managers' compensation. Principals of that firm work with Committee members in examining comparability data and ensuring that compensation is granted in compliance with regulatory and ethical standards, as well as industry norms. The Committees' recommendations for compensation are reviewed and ratified by the full Board of Directors. |
| Form 990, Part VI, Line 19 Required documents available to the public | These documents are available to the general public as provided for under the respective federal regulations. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Revenue - Total Revenue: 4234, Related or Exempt Function Revenue: 4234, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | PENSION ADJUSTMENT - -1070842; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BETHANY METHODIST CORPORATION | ||||||||||
| 5025 NORTH PAULINA STREET | CHICAGO | IL | 60640 | 363478324 | CORPORATE OFFICE | IL | 501(c)(3) | Type I | NA | false |
| BETHANY NORTH SUBURBAN GROUP | ||||||||||
| 2601 CHESTNUT AVENUE | GLENVIEW | IL | 60025 | 043604839 | INDEPENDENT LIVING | IL | 501(c)(3) | 10 | BETHANY METHODIST CORPORATION | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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