BETHANY HOMES AND METHODIST HOSPITAL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY HOMES AND METHODIST HOSPITAL (EIN 36-2012788)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-17
- IRS object ID
- 201532299349302423
- Schema version
- 2013v4.0
- 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 H
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T12:00:18-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST WACKER DRIVE | AddressLine1 |
| Address Line2 | SUITE 2600 | AddressLine2 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606061224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WOLFGANG MAYER | PersonNm |
| Person Title | CFO & COO | PersonTitleTxt |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Woodhull | PreparerPersonNm |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Address PrincipalOfcrBusinessAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN A DAHL | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,429,558 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETHANYMETHODIST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1130 | TotalEmployeeCnt |
| Total Volunteers | 73 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $271,967 | PYContributionsGrantsAmt |
| CY Contributions Grants | $128,293 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,617,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,039,815 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,069,063 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,060,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,743,213 | PYOtherRevenueAmt |
| CY Other Revenue | $1,709,694 | CYOtherRevenueAmt |
| PY Total Revenue | $59,701,255 | PYTotalRevenueAmt |
| CY Total Revenue | $52,938,599 | 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 | $39,037,997 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,540,625 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,861 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,760,948 | PYOtherExpensesAmt |
| CY Other Expenses | $20,272,271 | CYOtherExpensesAmt |
| PY Total Expenses | $62,798,945 | PYTotalExpensesAmt |
| CY Total Expenses | $50,812,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,097,690 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,125,703 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,454,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,877,992 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,029,910 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,129,342 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,424,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,748,650 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BETHANY HOMES & METHODIST HOSPITAL OF CHICAGO (BH&MH)IS CALLED TO CARE FOR THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF SENIORS AND OTHER VULNERABLE ADULTS 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $33,095,033 | ExpenseAmt |
| Revenue | $35,830,836 | RevenueAmt |
| Desc | GERIATRIC SERVICES MISSION: THROUGH THE FUNCTIONS OF ITS FOUR DIVISIONS, BH&MH IS FAITHFUL TO ITS NON-PROFIT, FAITH-BASED MISSION AND CONTINUING COMMITMENT AS A PROVIDER OF QUALITY, COMPASSIONATE MEDICAL, BEHAVIORAL, SOCIAL AND SPIRITUAL SERVICES FOR OLDER ADULTS. ITS MISSION IS TO PROVIDE EXCEPTIONAL CARE, AND IT STRIVES FOR THE HIGHEST LEVEL OF CLIENT SATISFACTION. ITS SERVICES COVER THE CONTINUUM-OF-CARE, INCLUDING INDEPENDENT LIVING, SUPPORTIVE SERVICES, ACUTE MEDICAL AND AMBULATORY HEALTH NEEDS, REHABILITATION, ASSISTED-LIVING, AND LONG-TERM CARE. INDIVIDUALIZED CARE PLANS ARE DEVELOPED FOR EACH RESIDENT/PATIENT, ENSURING SERVICES MEET THE GAMUT OF NEEDS SO COMMON TO THE ELDERLY AND OTHER VULNERABLE ADULTS. MANY SENIORS WHO RELY ON BH&MH FOR THEIR CARE ARRIVE WITH LIMITED RESOURCES AND MAY HAVE OUTLIVED FAMILY AND FRIENDS. CARE IS MADE AVAILABLE REGARDLESS OF ABILITY TO PAY AND, IN A LARGE NUMBER OF 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 AND THROUGH 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 | $9,105,265 | ExpenseAmt |
| Revenue | $9,857,952 | 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, OUTPATIENT AND PSYCHIATRIC CARE, BH&MH OFFERS SERVICES FOR ADULTS WITH MENTAL ILLNESSES AND COGNITIVE IMPAIRMENTS. A RANGE OF COMPREHENSIVE SERVICES ARE PROVIDED, AGAIN 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; AN ALZHEIMER'S DISEASE AND OTHER DEMENTIA-CARE PROGRAM AT TBT; INTENSIVE OUTPATIENT PROGRAM FOR ADULTS WITH PSYCHIATRIC DIAGNOSES; A DUAL-DIAGNOSES PROGRAM FOR ADULTS WITH CONCOMITANT PSYCHIATRIC AND SUBSTANCE ABUSE ISSUES; AN INPATIENT TREATMENT CENTER FOR ADULTS WITH DEVELOPMENTAL DISABILITIES WHOSE MEDICATION REGIMENS REQUIRE ADJUSTMENT; AND A FULL INPATIENT MENTAL HEALTH PROGRAM FOR ELDERS AND OTHER ADULTS PRESENTING WITH PSYCHIATRIC ILLNESSES. A SUPPORT PROGRAM RESPONDS TO COMMUNITY-BASED REQUESTS - MOSTLY FROM LOCAL GOVERNMENTAL 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 | $979,732 | ExpenseAmt |
| Revenue | $1,060,721 | 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 OR ON AN OUTPATIENT OR INPATIENT BASIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $5,916,174 | RevenueAmt |
| Desc | GAIN FROM SALE OF BETHANY TERRACE NURSING CENTER AND TERRACE GARDENS ON SEPTEMBER 30, 2014. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $5,916,174 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $43,180,030 | 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 | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1130 | EmployeeCnt |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wolfgang Mayer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7732719040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE BALFE | ||||||||
| SECRETARY/TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID E CARLSON | ||||||||
| CHAIRMAN | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH REED | ||||||||
| VICE-CHAIRMAN | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN A DAHL | ||||||||
| PRESIDENT/CEO | 35.00 | 5.00 | Yes (X) | Yes (X) | $403,553 | $71,216 | $16,343 | |
| CHARLES JACKSON | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DEMBOWSKI | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GESSEL BARRY JR | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN BUSH | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER CHRISTY | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT SMITH | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HOELLEN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SATISH BARNABAS MD | ||||||||
| MEDICAL DIRECTOR/DIRECTOR | 24.00 | 1.00 | Yes (X) | $159,669 | $0 | $20,603 | ||
| STEPHEN LATOUR | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WOLFGANG MAYER | ||||||||
| CFO/COO | 35.00 | 5.00 | Yes (X) | $405,318 | $0 | $22,366 | ||
| HOWARD LEVINSKY | ||||||||
| PHYSICIAN | 40.00 | $200,335 | $0 | $21,698 | Yes (X) | |||
| JOSEPH CHANDY | ||||||||
| ADMINISTRATOR | 40.00 | $199,922 | $0 | $7,707 | Yes (X) | |||
| RENE VELAZCO | ||||||||
| PHYSICIAN | 40.00 | $195,675 | $0 | $0 | Yes (X) | |||
| ROMAN NIZIOLEK | ||||||||
| PHYSICIAN | 40.00 | $191,876 | $0 | $13,839 | Yes (X) | |||
| SHARON SIDELL | ||||||||
| DIRECTOR | 40.00 | $178,290 | $0 | $11,386 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,934,638 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $71,216 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,942 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIANCE REHAB INC | |||||
| 1520 KENSINGTON ROAD | OAK BROOK | IL | 60523 | PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY | $770,899 |
| SUPERIOR CONSTRUCTION SERVICES | |||||
| 6905 W ADDISON | CHICAGO | IL | 60634 | CONSTRUCTION SERVICES | $348,234 |
| DYNACARE LABORATORIES | |||||
| 9200 WEST WISCONSIN AVE | MILWAUKEE | WI | 53226 | LABORATORY SERVICES | $279,471 |
| JAY ANESTHESIA AND PAIN | |||||
| PO BOX 70 | LAKE FOREST | IL | 60045 | ANESTHESIA SERVICES | $260,000 |
| CREATIVE SCAPE LANDSCAPERS | |||||
| 3236 W OLIVE AVE | CHICAGO | IL | 60659 | LANDSCAPING SERVICES | $258,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $128,293 | AllOtherContributionsAmt |
| Total Contributions | $128,293 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE | 622000 | $45,039,815 | $45,039,815 |
| $0 | |||
| $0 | |||
| $0 | |||
| $0 |
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 | $45,039,815 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $372,091 | TotalRevenueColumnAmt |
| Exclusion | $372,091 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $222,450 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $285,188 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$62,738 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,738 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$62,738 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,235,954 | SecuritiesAmt |
| Other | $22,658,523 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,463,422 | SecuritiesAmt |
| Other | $16,742,349 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$227,468 | SecuritiesAmt |
| Other | $5,916,174 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,688,706 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,916,174 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$227,468 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYEE MEALS | 624200 | $81,560 | $81,560 |
| MEALS ON WHEELS | 624200 | $5,753 | $5,753 |
| MISCELLANEOUS INCOME | 624200 | $1,685,119 | $1,685,119 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| 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) |
|---|---|---|
| Other Revenue Total | $1,772,432 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,938,599 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,665,683 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $144,623 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934,638 | TotalAmt |
| Program Services | $1,644,442 | ProgramServicesAmt |
| Management And General | $290,196 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,472,967 | TotalAmt |
| Program Services | $19,951,274 | ProgramServicesAmt |
| Management And General | $3,520,813 | ManagementAndGeneralAmt |
| Fundraising | $880 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,321,198 | TotalAmt |
| Program Services | $1,123,018 | ProgramServicesAmt |
| Management And General | $198,180 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,205,869 | TotalAmt |
| Program Services | $1,874,989 | ProgramServicesAmt |
| Management And General | $330,880 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,605,953 | TotalAmt |
| Program Services | $1,365,060 | ProgramServicesAmt |
| Management And General | $240,893 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,591 | TotalAmt |
| Program Services | $206,202 | ProgramServicesAmt |
| Management And General | $36,389 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,135 | TotalAmt |
| Program Services | $95,315 | ProgramServicesAmt |
| Management And General | $16,820 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,994,829 | TotalAmt |
| Program Services | $3,388,144 | ProgramServicesAmt |
| Management And General | $597,908 | ManagementAndGeneralAmt |
| Fundraising | $8,777 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,952 | TotalAmt |
| Program Services | $55,978 | ProgramServicesAmt |
| Management And General | $9,879 | ManagementAndGeneralAmt |
| Fundraising | $1,095 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,367 | TotalAmt |
| Program Services | $416,033 | ProgramServicesAmt |
| Management And General | $73,418 | ManagementAndGeneralAmt |
| Fundraising | $916 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633 | TotalAmt |
| Program Services | $1,388 | ProgramServicesAmt |
| Management And General | $245 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,699 | TotalAmt |
| Program Services | $687,394 | ProgramServicesAmt |
| Management And General | $121,305 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,724 | TotalAmt |
| Program Services | $26,965 | ProgramServicesAmt |
| Management And General | $4,759 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,055 | TotalAmt |
| Program Services | $14,497 | ProgramServicesAmt |
| Management And General | $2,558 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,053 | TotalAmt |
| Program Services | $228,695 | ProgramServicesAmt |
| Management And General | $40,358 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,924,409 | TotalAmt |
| Program Services | $1,635,748 | ProgramServicesAmt |
| Management And General | $288,661 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,833 | TotalAmt |
| Program Services | $232,758 | ProgramServicesAmt |
| Management And General | $41,075 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $3,233,288 | $2,748,295 | $484,993 |
| MEDICAID ASSESSMENT | $3,134,031 | $2,663,926 | $470,105 |
| PROVISION FOR DOUBTFUL ACCOUNTS | $1,885,029 | $1,602,275 | $282,754 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,786,643 | TotalAmt |
| Program Services | $3,217,634 | ProgramServicesAmt |
| Management And General | $567,816 | ManagementAndGeneralAmt |
| Fundraising | $1,193 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,812,896 | TotalAmt |
| Program Services | $43,180,030 | ProgramServicesAmt |
| Management And General | $7,620,005 | ManagementAndGeneralAmt |
| Fundraising | $12,861 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,719 | BOYAmt |
| EOY | $1,986,114 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,403 | BOYAmt |
| EOY | $837,235 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,063,711 | BOYAmt |
| EOY | $8,334,394 | 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) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,884 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,471 | BOYAmt |
| EOY | $294,410 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,947 | BOYAmt |
| EOY | $851,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,641,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,157,760 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,232,681 | BOYAmt |
| EOY | $11,483,599 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,431,254 | BOYAmt |
| EOY | $5,066,459 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,508,566 | BOYAmt |
| EOY | $10,024,233 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,454,636 | BOYAmt |
| EOY | $39,877,992 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,757,802 | BOYAmt |
| EOY | $9,558,827 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,358,353 | BOYAmt |
| EOY | $115,791 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,913,755 | BOYAmt |
| EOY | $4,454,724 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,029,910 | BOYAmt |
| EOY | $14,129,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,607,240 | BOYAmt |
| EOY | $24,934,712 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,410 | BOYAmt |
| EOY | $720,512 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,076 | BOYAmt |
| EOY | $93,426 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,424,726 | BOYAmt |
| EOY | $25,748,650 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,454,636 | BOYAmt |
| EOY | $39,877,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,125,703 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $198,221 | 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 | $1,386,471 | OtherCostOrOtherBasisAmt |
| Book Value | $1,386,471 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,109,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,612,817 | DepreciationAmt |
| Book Value | $7,496,947 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,145,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,544,943 | DepreciationAmt |
| Book Value | $2,600,181 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,483,599 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $1,808,442 | F |
| OBLIG US GOV AND AGEN | $2,053,781 | F |
| CORPORATE DEBT OBLIGATIONS | $1,204,236 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,066,459 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATED ENTITIES | $7,082,640 |
| EMR RECEIVABLE | $906,644 |
| COLLATERAL IN CHESTNUT SQUARE | $1,000,000 |
| INTANGIBLE ASSET | $178,058 |
| ESTIMATED THIRD PARTY RECEIVABLE | $856,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,024,233 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PROFESSIONAL AND GENERAL LIABILITY | $1,042,213 |
| OTHER CURRENT LIABILITIES | $1,017,852 |
| REFUNDABLE ENTRANCE FEES | $1,000 |
| ACCRUED PENSION COST | $2,393,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,454,724 | 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 | 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, 2014 AND 2013. THE CORPORATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE 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 CORPORATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE CORPORATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT SEPTEMBER 30, 2014 AND 2013. | 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 |
| 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 | $770,935 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $770,935 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01580 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,243,943 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,161,092 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,082,851 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12430 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | 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 | $25,014,878 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,161,092 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,853,786 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14010 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | 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 | 0.00000 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $25,014,878 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,161,092 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,853,786 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14010 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | 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 | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,435,599 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $19,036,916 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $13,862,361 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $5,174,555 | 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 | false | WrittenDebtCollectionPolicyInd |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 NORTH PAULINA STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.BETHANYMETHODIST.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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | false | CHNAConductedInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (true) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 100 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (true) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 600 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Attached To Invoice | Yes (X) | AttachedToInvoiceInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Provided On Admission | Yes (X) | ProvidedOnAdmissionInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Medicare Rates | Yes (X) | MedicareRatesInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 4 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| THE BETHANY RETIREMENT COMMUNITY | ||||
| 4950 N Ashland Ave | CHICAGO | IL | 60640 | RETIREMENT HOME |
| PARTNERS IN HOME HEALTHCARE | ||||
| 2601 Chestnut Ave 3310 | GLENVIEW | IL | 60026 | HOME CARE SERVICES |
| TERRACE GARDENS ASSISTED LIVING | ||||
| 8415 N Waukegan Road | MORTON GROVE | IL | 60053 | ASSISTED LIVING FACILITY |
| BETHANY TERRACE NURSING CENTER | ||||
| 8425 Waukegan Road | MORTON GROVE | IL | 60053 | SKILLED NURSING FACILITY |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 COMPUTE THIS SCHEDULE. |
| Schedule H, Part I, Line 7, col(f), Bad Debt Expense excluded from financial assistance calculation | 1,885,029 |
| 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 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 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, BOTH GOVERNMENTAL AND NGO; E.G., CHICAGO DEPARTMENT OF AGING, ILLINOIS DEPARTMENT OF HEALTH, NATIONAL INSTITUTES OF HEALTH, METROPOLITAN CHICAGO HEALTHCARE COUNCIL, ADVOCATE FOUNDATION, MENTAL HEALTH ASSOCIATION OF GREATER CHICAGO, 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. |
| Schedule H, Part VI, Line 4, Community information. | BH&MH SERVES A BROAD CLIENTELE THROUGH ITS FOUR FACILITIES, INCLUDING INPATIENT AND AMBULATORY HOSPITAL PROGRAMS, LONG-TERM AND ASSISTED-LIVING, 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 MISSION ADDRESSED AT 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 CHICAGO'S NORTH, WEST AND NEAR-SOUTH SIDES, WITH PATIENTS WHO MAY RESIDE IN THEIR OWN HOMES, NURSING FACILITIES OR GROUP HOMES. PATIENTS REPRESENT THE SERVICE-AREA'S DIVERSITY RELATIVE TO NATIONAL ORIGIN, LANGUAGE, CULTURE AND FAITH TRADITIONS. BRC IS OPEN TO SERVING 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 FAMILY MEMBERS. WHILE THE MAJORITY OF RESIDENTS ARE CAUCASIAN, ASIAN, LATINO AND AFRICAN-AMERICAN CULTURES ARE ALSO REPRESENTED. TBT SERVES PRIMARILY OLDER ADULTS REQUIRING INTERMEDIATE- AND LONG-TERM SKILLED CARE, SHORT-STAY REHAB CARE AND DEMENTIA CARE. A MAJORITY OF CURRENT RESIDENTS LIVED ORIGINALLY ON CHICAGO'S NORTH AND NORTHWEST SIDES OR IN THE NORTHWEST SUBURBAN AREA, WHILE ADDITIONAL RESIDENTS MOVE FROM ELSEWHERE IN THE REGION AND THE U.S. IN ORDER TO BE CLOSE TO FAMILY MEMBERS. RESIDENTS REPRESENT THE SERVICE-AREA'S DIVERSITY RELATIVE TO NATIONAL ORIGIN, LANGUAGE, CULTURE AND FAITH TRADITIONS. WHILE THE MAJORITY OF RESIDENTS ARE CAUCASIAN, ASIAN, LATINO, MIDDLE EASTERN AND AFRICAN-AMERICAN CULTURES ARE ALSO REPRESENTED. A BH&MH SPECIAL MISSION FUND AT TBT INVOLVES CARE FOR RESIDENTS WHO LACK THEIR OWN FINANCIAL RESOURCES. TGAL SERVES OLDER ADULTS REQUIRING ASSISTED-LIVING CARE AND SOME DEMENTIA-CARE SUPPORT. A MAJORITY OF CURRENT RESIDENTS LIVED ORIGINALLY ON CHICAGO'S NORTH AND NORTHWEST SIDES OR IN THE NORTHWEST SUBURBAN AREA, WHILE ADDITIONAL RESIDENTS MOVE FROM ELSEWHERE IN THE REGION AND THE U.S. IN ORDER TO BE CLOSE TO FAMILY MEMBERS. WHILE CURRENT RESIDENTS ARE ALL CAUCASIAN, THE FACILITY IS OPEN TO THOSE OF ALL ORIGINS, LANGUAGE, CULTURE AND FAITH TRADITIONS. |
| 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/CLIENTS AND IS FOCUSED ON THEIR SATISFACTION. THIS DIRECTLY AND POSITIVELY IMPACTING THE PUBLIC HEALTH CONCERNS OF ITS SERVICE AREAS. COMMUNITY SUPPORT PROGRAMS PROVIDE MEDICAL AND SOCIAL-SERVICE TRIAGE 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; 12-STEP PROGRAMS; 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 DEVELOPMENTAL DISABILITIES.; AND PROVIDES UNDERGRADUATE AND GRADUATE-LEVEL INTERNSHIP PLACEMENTS FOR NURSING, SOCIAL WORK, BEHAVIORAL HEALTH, AND SPIRITUAL CARE STUDENTS. |
| Schedule H, Part VI, Line 7, State filing of community benefit report | IL |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (8 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 | ||||||||||||||
| PRESIDENT/CEO | $321,299 | $56,701 | $72,293 | $12,757 | $9,961 | $1,758 | $578 | $102 | $13,314 | $2,349 | $417,445 | $73,667 | $0 | $0 |
| RENE VELAZCO | ||||||||||||||
| PHYSICIAN | $195,675 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $195,675 | $0 | $0 | $0 |
| JOSEPH CHANDY | ||||||||||||||
| ADMINISTRATOR | $172,218 | $0 | $24,218 | $0 | $3,486 | $0 | $793 | $0 | $6,914 | $0 | $207,629 | $0 | $0 | $0 |
| HOWARD LEVINSKY | ||||||||||||||
| PHYSICIAN | $200,335 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,698 | $0 | $222,033 | $0 | $0 | $0 |
| SHARON SIDELL | ||||||||||||||
| DIRECTOR | $174,401 | $0 | $0 | $0 | $3,889 | $0 | $690 | $0 | $10,696 | $0 | $189,676 | $0 | $0 | $0 |
| SATISH BARNABAS MD | ||||||||||||||
| MEDICAL DIRECTOR/DIRECTOR | $159,669 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,603 | $0 | $180,272 | $0 | $0 | $0 |
| ROMAN NIZIOLEK | ||||||||||||||
| PHYSICIAN | $191,876 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,839 | $0 | $205,715 | $0 | $0 | $0 |
| WOLFGANG MAYER | ||||||||||||||
| CFO/COO | $323,595 | $0 | $71,910 | $0 | $9,813 | $0 | $605 | $0 | $21,761 | $0 | $427,684 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7, Non-fixed payments | FormAndLineReferenceDesc |
| Explanation | THERE WERE BOARD APPROVED BONUSES PAID DURING 2013. | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | BETHANY TERRACE CENTRE AND TERRACE GARDENS. | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2014-09-30 | DistributionDt |
| Fair Market Value Of Asset | $22,658,523 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | SALE PRICE. | MethodOfFMVDeterminationTxt |
| EIN | 471747671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MG PROPERTY HOLDINGS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8425 WAUKEGAN ROAD | AddressLine1 |
| City | MORTON GROVE | City |
| State | IL | State |
| ZIP Code | 60053 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | LIMITED LIABILITY COMPANY | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| , 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 DEPARTMENTS, OR ASSIST PAID STAFF WITH RECEPTION AND CLERICAL DUTIES. SEVENTY-THREE VOLUNTEERS DONATE AN AVERAGE OF 3-4 HOURS PER WEEK, EQUATING TO APPROXIMATELY 8 FTES. |
| FORM 990, PART I, LINE 1, BRIEF MISSION | BETHANY HOMES & METHODIST HOSPITAL OF CHICAGO (BH&MH) IS A 126-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 FOUR DIVISIONS: BETHANY RETIREMENT COMMUNITY (BRC) AND METHODIST HOSPITAL OF CHICAGO (MHC), BOTH LOCATED IN CHICAGO, AND THE BETHANY TERRACE (TBT) AND TERRACE GARDENS ASSISTED LIVING (TGAL) IN MORTON GROVE, IL. SPECIALIZED PROGRAMS ARE DELIVERED IN FULLY-LICENSED AND, AS LEGALLY REQUIRED, ACCREDITED SETTINGS. SERVICES ARE PROVIDED WITH DIGNITY AND RESPECT, 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, ETHNICITY, SOCIO-ECONOMIC BACKGROUND, AGE, HANDICAP, DISABILITY, OR GENDER IDENTITY. 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 RESIDENTS OF THE LARGER COMMUNITY. THE MISSION OF BETHANY RETIREMENT COMMUNITY (BRC) IS TO PROVIDE QUALITY RESIDENTIAL AND HEALTH 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-SECURITY, ANCILLARY SERVICES, AND A LIFE-ENRICHMENT PROGRAM - SAVVY CIRCLE - FOR RESIDENTS WITH MEMORY IMPAIRMENTS. SERVICES ARE OFFERED IN ACCORDANCE WITH THE PARAMETERS OF ITS SHELTERED-CARE LICENSE AS 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 ACCORDANCE WITH ITS LICENSURE AS A GENERAL HOSPITAL ISSUED BY THE STATE OF ILLINOIS AND AS ACCREDITED BY THE HEALTHCARE FACILITIES ACCREDITATION PROGRAM. THE MISSION OF THE BETHANY TERRACE IS TO PROVIDE QUALITY INTERMEDIATE AND LONG-TERM SKILLED NURSING SERVICES, DEMENTIA CARE, SHORT-TERM REHABILITATION, AND ANCILLARY SERVICES, IN ACCORDANCE WITH ITS LICENSURE AS A LONG-TERM CARE FACILITY AND AS ISSUED BY THE STATE OF ILLINOIS IN COMPLIANCE WITH THE STANDARDS OF THE ILLINOIS DEPARTMENT OF PUBLIC HEALTH. THE MISSION OF TERRACE GARDENS ASSISTED LIVING IS TO PROVIDE QUALITY ASSISTED-LIVING, WELL-BEING AND ANCILLARY PROGRAMS FOR OLDER ADULTS, IN ACCORDANCE WITH ITS RESPECTIVE LICENSURE AS ISSUED BY THE STATE OF ILLINOIS AND IN COMPLIANCE WITH THE STANDARDS OF THE ILLINOIS DEPARTMENT OF PUBLIC HEALTH. |
| Form 990, Part III, Line 3, Significant changes in program services | BETHANY TERRACE AND TERRACE GARDENS WERE SOLD ON SEPTEMBER 30, 2014. |
| Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders | THE BOARD OF DIRECTORS SHALL BE DIVIDED INTO THREE (3) CLASSES OF APPROXIMATELY EQUAL SIZE SO THAT APPROXIMATELY ONE-THIRD OF THE DIRECTORS' TERMS OF OFFICE EXPIRES EACH YEAR. |
| Form 990, Part VI, Sec A, 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 VOTING MEMBER OF THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body | A COPY OF FORM 990, WITH A DESCRIPTION OF ITS PURPOSE AND HOW THE ORGANIZATION ADDRESSES IT, IS DISTRIBUTED TO THE BOARD OF DIRECTORS. THE COMPLETED FORM 990 IS REVIEWED WITH THE BOARD OF DIRECTORS AS A PART OF THE SENIOR MANAGEMENT REPORT TO THE BOARD. FORMAT AND CONTENT ARE ADDRESSED AND DISCUSSIONS ARE ENTERTAINED. FOLLOWING RESPONSE TO ANY QUESTIONS, A BOARD RESOLUTION IS SOUGHT TO FORMALLY ADOPT THE CONTENTS OF FORM 990 FOR RELEASE TO GOVERNMENTAL AUTHORITIES AND FOR AVAILABILITY TO THE GENERAL PUBLIC IN COMPLIANCE WITH REGULATIONS AND BEST PRACTICES. |
| Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy | MEMBERS OF THE BOARD OF DIRECTORS, CORPORATE OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO AVOID ALL SITUATIONS THAT MAY, IN FACT OR APPEARANCE, PRESENT AS A CONFLICT OF INTEREST. THE CORPORATE BYLAWS REQUIRE THAT ALL ACTUAL, POTENTIAL, DIRECT, APPARENT AND INDIRECT CONFLICTS BE DISCLOSED IN FULL AND IN WRITING. AN ANNUAL, FORMAL, 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 PARTICULAR ISSUE ARE REQUIRED TO ABSTAIN FROM VOTING OR TAKING OTHER OFFICIAL ACTION RELATED TO THAT ISSUE WHICH MAY BE IMPOSED BY THE BOARD. 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 A COMPLIANCE OFFICER, COMPLIANCE COMMITTEE AND EXTERNAL LEGAL COUNSEL. |
| Form 990, Part VI, Sec B, 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, Sec B, Line 15b, Process to establish compensation of other employees | 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, Sec C, Line 19, Required documents available to the public | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST. |
| Form 990 , Part XI, Line 9, Other changes in net assets or fund balances | PENSION ADJUSTMENT - -34500; UNREALIZED GAIN ON TRADING SECURITIES - 121386; CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - 111335; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BETHANY METHODIST CORPORATION | ||||||||||
| 5025 NORTH PAULINA STREET | CHICAGO | IL | 60640 | 363478324 | CORPORATE OFFICE | IL | 501(C)(3) | 11 - Type I | NA | false |
| CHESTNUT SQUARE AT THE GLEN ASSOCIATION | ||||||||||
| 2601 CHESTNUT AVENUE | GLENVIEW | IL | 60025 | 043604839 | INDEPENDENT LIVING | IL | 501(C)(3) | 9 | 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 | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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