NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION (EIN 36-2167819)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-04
IRS object ID: 201523089349301217
Schema version: 2014v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-04T11:09:13-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	440160260	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1901 S MEYERS RD SUITE 500	AddressLine1Txt
City	OAKBROOK TERRACE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	601815209	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	362167819	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NORW	BusinessNameControlTxt
Phone	7736226144	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2833 N NORDICA AVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60634	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JULIE BOGGESS	PersonNm
Person Title	CHIEF EXECUTIVE OFFICER	PersonTitleTxt
Phone	7736226144	PhoneNum
Signature	2015-10-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEITH A FRIEDLEIN	PreparerPersonNm
PTIN	P00362172	PTIN
Phone	6302829500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JULIE BOGGESS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2833 N NORDICA AVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60634	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$8,543,545	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BETHESDAHOME.COM	WebsiteAddressTxt
Type Of Organization Assoc	Yes (X)	TypeOfOrganizationAssocInd
Formation	1909	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	THE NORWEGIAN LUTHERAN HOME ASSOCIATION WAS FOUNDED IN 1907 TO SERVE THE NEEDS OF THE ELDERLY POPULATION OF THEIR COMMUNITY. THE BETHESDA HOME ORIGINALLY OPENED WITH 19 RESIDENTS. MAJOR RENOVATION AND EXPANSION PROGRAMS SINCE THEN HAVE ENABLED BETHESDA HOME TO PROVIDE CARE FOR AN AVERAGE OF 80 RESIDENTS WITHIN THE COMMUNITY. THE CONTINUUM OF CARE AT BETHESDA HOME INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, INTERMEDIATE AND SKILLED NURSING CARE. PROFESSIONAL AND SUPPORTIVE SERVICES REQUIRED TO ADDRESS THE NEEDS OF EACH RESIDENT ARE READILY AVAILABLE EITHER IN-HOUSE OR THROUGH CONTRACTUAL AGREEMENT.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	140	TotalEmployeeCnt
Total Volunteers	61	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$796,911	PYContributionsGrantsAmt
CY Contributions Grants	$1,156,752	CYContributionsGrantsAmt
PY Program Service Revenue	$5,951,245	PYProgramServiceRevenueAmt
CY Program Service Revenue	$7,386,773	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$20	CYInvestmentIncomeAmt
PY Other Revenue	$476,114	PYOtherRevenueAmt
CY Other Revenue	-$1,607	CYOtherRevenueAmt
PY Total Revenue	$7,224,270	PYTotalRevenueAmt
CY Total Revenue	$8,541,938	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	$4,122,234	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,493,011	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,875,847	PYOtherExpensesAmt
CY Other Expenses	$3,223,704	CYOtherExpensesAmt
PY Total Expenses	$7,998,081	PYTotalExpensesAmt
CY Total Expenses	$7,716,715	CYTotalExpensesAmt
PY Revenues Less Expenses	-$773,811	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$825,223	CYRevenuesLessExpensesAmt
Total Assets BOY	$7,867,893	TotalAssetsBOYAmt
Total Assets EOY	$8,910,465	TotalAssetsEOYAmt
Total Liabilities BOY	$2,835,524	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,052,873	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,032,369	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,857,592	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE NORWEGIAN LUTHERAN HOME ASSOCIATION WAS FOUNDED IN 1907 TO SERVE THE NEEDS OF THE ELDERLY POPULATION OF THEIR COMMUNITY. THE BETHESDA HOME ORGINALLY OPENED WITH 19 RESIDENTS. MAJOR RENOVATION AND EXPANSION PROGRAMS SINCE THEN HAVE ENABLED BETHESDA HOME TO PROVIDE CARE FOR AN AVERAGE OF 80 RESIDENTS WITHIN THE COMMUNITY. THE CONTINUUM OF CARE AT BETHESDA HOME INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, INTERMEDIATE AND SKILLED NURSING CARE. PROFESSIONAL AND SUPPORTIVE SERVICES REQUIRED TO ADDRESS THE NEEDS OF EACH RESIDENT ARE READILY AVAILABLE EITHER IN-HOUSE OR THROUGH CONTRACTUAL AGREEMENT.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,522,640	ExpenseAmt
Revenue	$7,386,773	RevenueAmt
Desc	LONG-TERM AND ASSISTED LIVING SERVICES FOR THE ELDERLY. BETHESDA RETIREMENT HOME HAD A TOTAL OF 29,207 PATIENT SERVICE DAYS IN FISCAL YEAR 2014. SERVICES PROVIDED INCLUDE COMPREHENSIVE, IN-PATIENT REHABILITATION WHICH INCLUDES PHYSICAL, OCCUPATIONAL, SPEECH THERAPIES, AND RESPITE CARE. RESPITE CARE STAYS CAN RANGE FROM A MINIMUM OF ONE WEEK TO A MAXIMUM OF FOUR WEEKS. RESPITE GUESTS RECEIVE THE SAME SERVICES PROVIDED TO NURSING FACILITY PATIENTS. INCLUDED IN THE ABOVE WAS 7,078 DAYS OF CARE FOR RESIDENTS OF PUBLIC ASSISTANCE.	Desc
Total Program Service Expenses	$6,522,640	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	151	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	140	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICH LANIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7736226144	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2833 N NORDICA AVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60634	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JULIE BOGGESS
CEO	40.00	Yes (X)	Yes (X)	$141,921	$0	$15,335
JOHN LATTYAK
CHAIR	1.00	Yes (X)		$0	$0	$0
DR CHANDLER BARNES
SECRETARY	1.00	Yes (X)		$0	$0	$0
MARYBETH BUSCHMANN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARC ARNDT
VICE CHAIR	1.00	Yes (X)		$0	$0	$0
LAVERNE SCHWARTZ
DIRECTOR	1.00	Yes (X)		$0	$0	$0
HOWARD HAMILTON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARY RASMUSSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DIRK DANKER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ELSA JACOBSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
PAUL ROBERTS
CFO (UNTIL 12-21-14)	40.00	Yes (X)	Yes (X)	$120,341	$0	$3,610

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$262,262	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$18,945	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CERES FOOD GROUP INC
5150 N NORTHWEST HWY SUITE 101	CHICAGO	IL	606304696	FOOD SERVICE	$476,509
HEALTH CARE SERVICE CORP
300 E RANDOLPH ST	CHICAGO	IL	60601	WELLNESS PROGRAMS	$466,055
NOVA STAFF HEALTHCARE SERVICES
2021 MMIDWEST ROAD	OAK BROOK	IL	60523	NURSING SERVICES	$260,587
ALLIANCE REHAB
1520 KENSINGTON RD	OAK BROOK	IL	60523	PT, OT & ST SERVICES	$233,582
MEDLINE INDUSTRIES
DEPT CH 14400	PALATINE	IL	600564400	MEDICAL PRODUCTS	$183,482

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	10	CntrctRcvdGreaterThan100KCnt
Related Organizations	$650,000	RelatedOrganizationsAmt
All Other Contributions	$506,752	AllOtherContributionsAmt
Total Contributions	$1,156,752	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESIDENT SERVICES	623000	$4,670,028	$4,670,028
MEDICARE/MEDICAID PAYM	623000	$2,297,356	$2,297,356
JOINT VENTURE	623000	$316,850	$316,850
MISC. REVENUE	623000	$70,379	$70,379
ANCILLARY SERVICES	623000	$32,160	$32,160

Field	Value	IRS element (for citing)
Total Program Service Revenue	$7,386,773	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20	TotalRevenueColumnAmt
Exclusion	$20	ExclusionAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,607	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$1,607	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,607	TotalRevenueColumnAmt
Exclusion	-$1,607	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,541,938	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,386,773	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$1,587	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,787,502	TotalAmt
Program Services	$3,083,793	ProgramServicesAmt
Management And General	$703,709	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$48,297	TotalAmt
Management And General	$48,297	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$398,076	TotalAmt
Program Services	$398,076	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$259,136	TotalAmt
Program Services	$219,049	ProgramServicesAmt
Management And General	$40,087	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$43,073	TotalAmt
Management And General	$43,073	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$77,452	TotalAmt
Management And General	$77,452	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$46,002	TotalAmt
Management And General	$46,002	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$169,000	TotalAmt
Program Services	$11,653	ProgramServicesAmt
Management And General	$157,347	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$69,865	TotalAmt
Management And General	$69,865	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$424,511	TotalAmt
Program Services	$424,511	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,243	TotalAmt
Management And General	$8,243	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$48,240	TotalAmt
Program Services	$48,240	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$484,098	TotalAmt
Program Services	$484,098	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$236,961	TotalAmt
Program Services	$236,961	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
MEDICAL EXPENSE	$609,000	$609,000
PROFESSIONAL SERVICES	$273,066	$273,066
DIETARY EXPENSES	$266,496	$266,496
IDPA LONG-TERM CARE FAC	$193,663	$193,663

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$274,034	TotalAmt
Program Services	$274,034	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,716,715	TotalAmt
Program Services	$6,522,640	ProgramServicesAmt
Management And General	$1,194,075	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,344	BOYAmt
EOY	$170,116	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$543,803	BOYAmt
EOY	$852,443	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$68,677	BOYAmt
EOY	$47,559	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$13,397,118	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$8,154,460	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,378,950	BOYAmt
EOY	$5,242,658	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$15,452	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,858,667	BOYAmt
EOY	$2,597,689	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,867,893	BOYAmt
EOY	$8,910,465	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,178,776	BOYAmt
EOY	$1,393,033	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$67,897	BOYAmt
EOY	$56,523	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,298,851	BOYAmt
EOY	$913,189	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$290,000	BOYAmt
EOY	$690,128	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,835,524	BOYAmt
EOY	$3,052,873	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,014,869	BOYAmt
EOY	$5,778,354	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,500	BOYAmt
EOY	$79,238	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,032,369	BOYAmt
EOY	$5,857,592	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,867,893	BOYAmt
EOY	$8,910,465	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$825,223	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$695,285	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$479,162	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$555,224	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$785,905	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,152,556	CurrentTaxYearAmt
Total	$3,668,132	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,213,380	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,626,696	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,120,257	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,951,245	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,951,245	CurrentTaxYearAmt
Total	$30,862,823	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,908,665	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,105,858	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,675,481	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,737,150	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,103,801	CurrentTaxYearAmt
Total	$34,530,955	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$387,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$400,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$400,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$700,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$650,000	CurrentTaxYearAmt
Total	$2,537,000	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$387,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$400,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$400,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$700,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$650,000	CurrentTaxYearAmt
Total	$2,537,000	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$31,993,955	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,330	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,806	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$913	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$20	CurrentTaxYearAmt
Total	$13,069	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,330	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,806	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$913	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$20	CurrentTaxYearAmt
Total	$13,069	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$61,910	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,817	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,718	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$273,920	CurrentTaxYearMinus1YearAmt
Current Tax Year	$70,379	CurrentTaxYearAmt
Total	$490,744	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,977,905	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,159,481	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,712,112	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,011,070	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,174,200	CurrentTaxYearAmt
Total	$35,034,768	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.91320	PublicSupportCY509Pct
Public Support PY509	0.90660	PublicSupportPY509Pct
Investment Income CY	0.00040	InvestmentIncomeCYPct
Investment Income PY	0.00080	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

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	$1,895,073	OtherCostOrOtherBasisAmt
Book Value	$1,895,073	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,356,812	OtherCostOrOtherBasisAmt
Depreciation	$7,265,333	DepreciationAmt
Book Value	$3,091,479	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,145,233	OtherCostOrOtherBasisAmt
Depreciation	$889,127	DepreciationAmt
Book Value	$256,106	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,242,658	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
BOND ISSUANCE FEES	$41,281
INVESTMENT IN HEALTH RESOURCES ALLIANCE	$1,535,477
INVESTMENT IN RISK RETENTION GROUP	$300,196
CEMETARY LOTS	$2,194
DEFERRED DEVELOPMENT COSTS	$480,712
OTHER ASSETS	$237,829

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,597,689	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE GROUP RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE GROUP IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE 2011 TAX YEAR.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JULIE BOGGESS	PersonNm
Title	CEO	TitleTxt
Base Compensation Filing Org	$141,921	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$15,335	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$157,256	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	ILLINOIS FINANCE AUTHORITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	861091967	BondIssuerEIN
Bond Issued	2012-03-01	BondIssuedDt
Issue Price	$1,948,200	IssuePriceAmt
Purpose	1999 BOND PAYOFF	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$385,662	RetiredAmt
Total Proceeds	$1,948,200	TotalProceedsAmt
Issuance Costs From Proceeds	$38,964	IssuanceCostsFromProceedsAmt
Capital Expenditures	$398,783	CapitalExpendituresAmt
Other Spent Proceeds	$1,510,453	OtherSpentProceedsAmt
Substantial Completion	2012	SubstantialCompletionYr
Current Refunding	0	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	Yes (1)	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE RETURN IS PREPARED BY THE AUDITING FIRM. THE DIRECTOR OF FINANCE REVIEWS THE FORMS AND DISCUSSES WITH THE CEO. THE DIRECTOR OF FINANCE THEN DISCUSSES THE 990'S WITH THE FINANCE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIRPERSON, VICE CHAIRPERSON, AND ONE DIRECTOR. THE CEO AND DIRECTOR OF FINANCE SIGN AND FILE THE RETURNS.
FORM 990, PART VI, SECTION B, LINE 12C	AGENDA ITEM AT THE BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE REVIEWS CEO AND DETERMINES COMPENSATION. THE CEO REVIEWS ALL OTHER MANAGERS' COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	ANY REQUESTS FOR 990S ARE HANDLED INTERNALLY. GUIDESTAR.ORG POSTS THE ASSOCIATION'S 990S.
FORM 990. PART XII, LINE 2C	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
BETHESDA FOUNDATION
2833 NORTH NORDICA AVENUE	CHICAGO	IL	606349968	363558526	PROVIDE SUPPORT FOR NORWEGIAN LUTHERAN BETHESDA HOME.	IL	501(C)(3)	LINE 11, TYPE I	N/A	0
BETHESDA CHARITABLE GROUP INC
2833 NORTH NORDICA AVENUE	CHICAGO	IL	606349968	363557703	HOLDING COMPANY FOR NORWEGIAN LUTHERAN AND BETHESDA FOUNDATION	IL	501(C)(3)	LINE 7	N/A	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	BETHESDA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionTypeTxt
Involved	$650,000	InvolvedAmt
Method Of Amount Determination	COST	MethodOfAmountDeterminationTxt