2015-08-17T12:00:18-05:00 2014-09-30 CROWE HORWATH LLP 225 WEST WACKER DRIVE SUITE 2600 CHICAGO IL 606061224 990 2013-10-01 362012788 BETHANY HOMES AND METHODIST HOSPITAL BETH 7732719040 5025 North Paulina Street Chicago IL 60640 WOLFGANG MAYER CFO & COO 2015-08-17 true John Woodhull P01305268 3128997000 2013 2016-02-25 16:41:14Z STEPHEN A DAHL 5025 North Paulina Street Chicago IL 60640 77429558 false X WWW.BETHANYMETHODIST.ORG X 1890 IL SEE SCHEDULE O. X 13 12 1130 73 0 0 271967 128293 55617012 45039815 2069063 6060797 1743213 1709694 59701255 52938599 0 0 0 0 39037997 30540625 0 0 12861 23760948 20272271 62798945 50812896 -3097690 2125703 56454636 39877992 33029910 14129342 23424726 25748650 X 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. false true 33095033 35830836 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. 9105265 9857952 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. 979732 1060721 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. 5916174 GAIN FROM SALE OF BETHANY TERRACE NURSING CENTER AND TERRACE GARDENS ON SEPTEMBER 30, 2014. 5916174 43180030 true true false false false false false false false true true false true true true false true false false false false false false false false true true false false true false false false false false false false false false false false true false true false false false false true 104 0 true 1130 false false false false false false false false false false X 13 12 false false false false true true false true true false false true true true true true true true true true true X Wolfgang Mayer 7732719040 5025 North Paulina Street Chicago IL 60640 BRUCE BALFE SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 DAVID E CARLSON CHAIRMAN 1.00 2.00 X X 0 0 0 KEITH REED VICE-CHAIRMAN 1.00 2.00 X X 0 0 0 STEPHEN A DAHL PRESIDENT/CEO 35.00 5.00 X X 403553 71216 16343 CHARLES JACKSON DIRECTOR 1.00 2.00 X 0 0 0 DAVID DEMBOWSKI DIRECTOR 1.00 1.00 X 0 0 0 GESSEL BARRY JR DIRECTOR 1.00 2.00 X 0 0 0 JEAN BUSH DIRECTOR 1.00 2.00 X 0 0 0 JENNIFER CHRISTY DIRECTOR 1.00 1.00 X 0 0 0 KENT SMITH DIRECTOR 1.00 1.00 X 0 0 0 ROBERT HOELLEN DIRECTOR 1.00 1.00 X 0 0 0 SATISH BARNABAS MD MEDICAL DIRECTOR/DIRECTOR 24.00 1.00 X 159669 0 20603 STEPHEN LATOUR DIRECTOR 1.00 1.00 X 0 0 0 WOLFGANG MAYER CFO/COO 35.00 5.00 X 405318 0 22366 HOWARD LEVINSKY PHYSICIAN 40.00 X 200335 0 21698 JOSEPH CHANDY ADMINISTRATOR 40.00 X 199922 0 7707 RENE VELAZCO PHYSICIAN 40.00 X 195675 0 0 ROMAN NIZIOLEK PHYSICIAN 40.00 X 191876 0 13839 SHARON SIDELL DIRECTOR 40.00 X 178290 0 11386 1934638 71216 113942 31 false true false ALLIANCE REHAB INC 1520 KENSINGTON ROAD OAK BROOK IL 60523 PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY 770899 SUPERIOR CONSTRUCTION SERVICES 6905 W ADDISON CHICAGO IL 60634 CONSTRUCTION SERVICES 348234 DYNACARE LABORATORIES 9200 WEST WISCONSIN AVE MILWAUKEE WI 53226 LABORATORY SERVICES 279471 JAY ANESTHESIA AND PAIN PO BOX 70 LAKE FOREST IL 60045 ANESTHESIA SERVICES 260000 CREATIVE SCAPE LANDSCAPERS 3236 W OLIVE AVE CHICAGO IL 60659 LANDSCAPING SERVICES 258862 16 128293 128293 PATIENT SERVICE 622000 45039815 45039815 0 0 0 0 0 0 0 0 45039815 372091 372091 0 0 222450 0 285188 0 -62738 0 -62738 -62738 7235954 22658523 7463422 16742349 -227468 5916174 5688706 5916174 -227468 0 0 0 EMPLOYEE MEALS 624200 81560 81560 MEALS ON WHEELS 624200 5753 5753 MISCELLANEOUS INCOME 624200 1685119 1685119 0 0 0 0 1772432 52938599 52665683 0 144623 0 0 0 0 1934638 1644442 290196 0 23472967 19951274 3520813 880 1321198 1123018 198180 2205869 1874989 330880 1605953 1365060 240893 0 242591 206202 36389 112135 95315 16820 0 0 0 3994829 3388144 597908 8777 66952 55978 9879 1095 490367 416033 73418 916 1633 1388 245 0 808699 687394 121305 31724 26965 4759 0 17055 14497 2558 269053 228695 40358 0 1924409 1635748 288661 273833 232758 41075 MEDICAL SUPPLIES 3233288 2748295 484993 MEDICAID ASSESSMENT 3134031 2663926 470105 PROVISION FOR DOUBTFUL ACCOUNTS 1885029 1602275 282754 3786643 3217634 567816 1193 50812896 43180030 7620005 12861 0 520719 1986114 1092403 837235 7063711 8334394 0 0 0 0 1424884 1000000 381471 294410 798947 851548 63641359 52157760 30232681 11483599 11431254 5066459 0 0 0 3508566 10024233 56454636 39877992 13757802 9558827 0 0 14358353 115791 4913755 4454724 33029910 14129342 X 22607240 24934712 724410 720512 93076 93426 23424726 25748650 56454636 39877992 X 2125703 198221 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1386471 1386471 48109764 40612817 7496947 0 14145124 11544943 2600181 0 11483599 0 0 MUTUAL FUNDS 1808442 F OBLIG US GOV AND AGEN 2053781 F CORPORATE DEBT OBLIGATIONS 1204236 F 5066459 DUE FROM AFFILIATED ENTITIES 7082640 EMR RECEIVABLE 906644 COLLATERAL IN CHESTNUT SQUARE 1000000 INTANGIBLE ASSET 178058 ESTIMATED THIRD PARTY RECEIVABLE 856891 10024233 0 ACCRUED PROFESSIONAL AND GENERAL LIABILITY 1042213 OTHER CURRENT LIABILITIES 1017852 REFUNDABLE ENTRANCE FEES 1000 ACCRUED PENSION COST 2393659 4454724 X Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote 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. true true X true X true true true false true true 770935 770935 0.01580 24243943 18161092 6082851 0.12430 0 0.00000 0 0 25014878 18161092 6853786 0.14010 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0 0 0 0 0.00000 0 0 25014878 18161092 6853786 0.14010 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0 0 0 0 0.00000 true 1435599 0 19036916 13862361 5174555 X false 1 1 METHODIST HOSPITAL OF CHICAGO 5025 NORTH PAULINA STREET CHICAGO IL 60640 WWW.BETHANYMETHODIST.ORG 0000125 X X X METHODIST HOSPITAL OF CHICAGO 1 false true true 100 true 600 true X X X X X X X true true X X X X X true false X X X X true X false false 4 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 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 X X X X false false false false false false false true false STEPHEN A DAHL PRESIDENT/CEO 321299 56701 72293 12757 9961 1758 578 102 13314 2349 417445 73667 0 0 RENE VELAZCO PHYSICIAN 195675 0 0 0 0 0 0 0 0 0 195675 0 0 0 JOSEPH CHANDY ADMINISTRATOR 172218 0 24218 0 3486 0 793 0 6914 0 207629 0 0 0 HOWARD LEVINSKY PHYSICIAN 200335 0 0 0 0 0 0 0 21698 0 222033 0 0 0 SHARON SIDELL DIRECTOR 174401 0 0 0 3889 0 690 0 10696 0 189676 0 0 0 SATISH BARNABAS MD MEDICAL DIRECTOR/DIRECTOR 159669 0 0 0 0 0 0 0 20603 0 180272 0 0 0 ROMAN NIZIOLEK PHYSICIAN 191876 0 0 0 0 0 0 0 13839 0 205715 0 0 0 WOLFGANG MAYER CFO/COO 323595 0 71910 0 9813 0 605 0 21761 0 427684 0 0 0 Schedule J, Part I, Line 7, Non-fixed payments THERE WERE BOARD APPROVED BONUSES PAID DURING 2013. BETHANY TERRACE CENTRE AND TERRACE GARDENS. 2014-09-30 22658523 SALE PRICE. 471747671 MG PROPERTY HOLDINGS LLC 8425 WAUKEGAN ROAD MORTON GROVE IL 60053 LIMITED LIABILITY COMPANY false false false false , 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; 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 false false false false false false false false false false false false false false true false false false false