NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION (EIN 36-2167819)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-07-31
IRS object ID: 201402129349301455
Schema version: 2013v3.0
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 K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-07-31T14:54:54-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	362985665	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WOLF & COMPANY LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1901 S MEYERS RD SUITE 500	AddressLine1
City	OAKBROOK TERRACE	City
State	IL	State
ZIP Code	601815209	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	362167819	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION	BusinessNameLine1

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2833 N NORDICA AVE	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	60634	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JULIE BOGGESS	PersonNm
Person Title	CHIEF EXECUTIVE OFFICER	PersonTitleTxt
Phone	7736226144	PhoneNum
Signature	2014-07-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEITH A FRIEDLEIN	PreparerPersonNm
PTIN	P00362172	PTIN
Phone	6305454500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2833 N NORDICA AVE	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	60634	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$7,228,855	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BETHESDAHOME.COM	WebsiteAddressTxt
Type Of Organization Assoc	Yes (X)	TypeOfOrganizationAssocInd
Formation	1909	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	THE NORWEGIAN LUTHERAN HOME ASSOCIATION WAS FOUNDED IN 1907 TO SERVE THE NEEDS OF THE ELDERLY POPULATION OF THEIR COMMUNITY. THE BETHESDA HOME ORIGINALLY OPENED WITH 19 RESIDENTS. MAJOR RENOVATION AND EXPANSION PROGRAMS SINCE THEN HAVE ENABLED BETHESDA HOME TO PROVIDE CARE FOR APPROXIMATELY 180 RESIDENTS WITHIN THE COMMUNITY. THE CONTINUUM OF CARE AT BETHESDA HOME INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, INTERMEDIATE AND SKILLED NURSING CARE. PROFESSIONAL AND SUPPORTIVE SERVICES REQUIRED TO ADDRESS THE NEEDS OF EACH RESIDENT ARE READILY AVAILABLE EITHER IN-HOUSE OR THROUGH CONTRACTUAL AGREEMENT.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	136	TotalEmployeeCnt
Total Volunteers	160	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$555,224	PYContributionsGrantsAmt
CY Contributions Grants	$796,911	CYContributionsGrantsAmt
PY Program Service Revenue	$6,334,580	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,951,245	CYProgramServiceRevenueAmt
PY Investment Income	$913	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$24,505	PYOtherRevenueAmt
CY Other Revenue	$476,114	CYOtherRevenueAmt
PY Total Revenue	$6,915,222	PYTotalRevenueAmt
CY Total Revenue	$7,224,270	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,054,998	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,122,234	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,186,172	PYOtherExpensesAmt
CY Other Expenses	$3,875,847	CYOtherExpensesAmt
PY Total Expenses	$7,241,170	PYTotalExpensesAmt
CY Total Expenses	$7,998,081	CYTotalExpensesAmt
PY Revenues Less Expenses	-$325,948	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$773,811	CYRevenuesLessExpensesAmt
Total Assets BOY	$9,028,263	TotalAssetsBOYAmt
Total Assets EOY	$7,867,893	TotalAssetsEOYAmt
Total Liabilities BOY	$3,211,567	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,835,524	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,816,696	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,032,369	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE NORWEGIAN LUTHERAN HOME ASSOCIATION WAS FOUNDED IN 1907 TO SERVE THE NEEDS OF THE ELDERLY POPULATION OF THEIR COMMUNITY. THE BETHESDA HOME ORGINALLY OPENED WITH 19 RESIDENTS. MAJOR RENOVATION AND EXPANSION PROGRAMS SINCE THEN HAVE ENABLED BETHESDA HOME TO PROVIDE CARE FOR APPROXIMATELY 180 RESIDENTS WITHIN THE COMMUNITY. THE CONTINUUM OF CARE AT BETHESDA HOME INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, INTERMEDIATE AND SKILLED NURSING CARE. PROFESSIONAL AND SUPPORTIVE SERVICES REQUIRED TO ADDRESS THE NEEDS OF EACH RESIDENT ARE READILY AVAILABLE EITHER IN-HOUSE OR THROUGH CONTRACTUAL AGREEMENT.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,895,760	ExpenseAmt
Revenue	$6,431,944	RevenueAmt
Desc	LONG-TERM AND ASSISTED LIVING SERVICES FOR THE ELDERLY. BETHESDA RETIREMENT HOME HAD A TOTAL OF 25,185 PATIENT SERVICE DAYS IN FISCAL YEAR 2012. SERVICES PROVIDED INCLUDE COMPREHENSIVE, IN-PATIENT REHABILITATION WHICH INCLUDES PHYSICAL, OCCUPATIONAL, SPEECH THERAPIES, AND RESPITE CARE. RESPITE CARE STAYS CAN RANGE FROM A MINIMUM OF ONE WEEK TO A MAXIMUM OF FOUR WEEKS. RESPITE GUESTS RECEIVE THE SAME SERVICES PROVIDED TO NURSING FACILITY PATIENTS. INCLUDED IN THE ABOVE WAS 6,805 DAYS OF CARE FOR RESIDENTS OF PUBLIC ASSISTANCE.	Desc
Total Program Service Expenses	$6,895,760	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	47	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	136	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PAUL ROBERTS	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	7736226144	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2833 N NORDICA AVE	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	60634	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JULIE BOGGESS
CEO	40.00	Yes (X)	Yes (X)	$121,777	$0	$16,297
PAUL ROBERTS
CFO	40.00	Yes (X)	Yes (X)	$110,847	$0	$3,538
TOM NOESEN
CHAIRPERSON	1.00	Yes (X)		$0	$0	$0
JOHN LATTYAK
VICE CHAIR	1.00	Yes (X)		$0	$0	$0
DR CHANDLER BARNES
SECRETARY	1.00	Yes (X)		$0	$0	$0
MARYBETH BUSCHMANN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARC ARNDT
DIRECTOR	1.00	Yes (X)		$0	$0	$0
LAVERNE SCHWARTZ
DIRECTOR	1.00	Yes (X)		$0	$0	$0
HOWARD HAMILTON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARY RASMUSSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$232,624	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$19,835	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
CERES FOOD GROUP INC
5150 N NORTHWEST HWY SUITE 101	CHICAGO	IL	606304696	FOOD SERVICE	$438,494
ALLIANCE REHAB
1520 KENSINGTON RD	OAK BROOK	IL	60523	PT, OT & ST SERVICES	$333,218
SYMBRIA RX SERVICES LLC
1520 KENSINGTON RD STE 105	OAK BROOK	IL	60623	PHARMACY SERVICES	$215,395
MEDLINE INDUSTRIES
DEPT CH 14400	PALATINE	IL	600564400	MEDICAL PRODUCTS	$175,426

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Related Organizations	$700,000	RelatedOrganizationsAmt
All Other Contributions	$96,911	AllOtherContributionsAmt
Total Contributions	$796,911	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESIDENT SERVICES	623000	$3,550,923	$3,550,923
MEDICARE/MEDICAID PAYM	623000	$2,368,581	$2,368,581
ANCILLARY SERVICES	623000	$31,741	$31,741

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,951,245	TotalProgramServiceRevenueAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$4,585	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$4,585	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$4,585	TotalRevenueColumnAmt
Exclusion	-$4,585	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INSURANCE REMEDIATION	623000	$226,982	$226,982
JOINT VENTURE	623000	$207,269	$207,269
MISC. REVENUE	623000	$46,448	$46,448

Field	Value	IRS element (for citing)
Other Revenue Total	$480,699	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,224,270	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,431,944	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$4,585	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,438,475	TotalAmt
Program Services	$2,764,440	ProgramServicesAmt
Management And General	$674,035	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$42,862	TotalAmt
Management And General	$42,862	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$387,174	TotalAmt
Program Services	$387,174	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$253,723	TotalAmt
Program Services	$214,016	ProgramServicesAmt
Management And General	$39,707	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$32,791	TotalAmt
Management And General	$32,791	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$61,390	TotalAmt
Management And General	$61,390	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$740	TotalAmt
Management And General	$740	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$40,355	TotalAmt
Management And General	$40,355	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$150,338	TotalAmt
Program Services	$10,486	ProgramServicesAmt
Management And General	$139,852	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$62,195	TotalAmt
Management And General	$62,195	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$370,541	TotalAmt
Program Services	$370,541	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,394	TotalAmt
Management And General	$8,394	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$59,524	TotalAmt
Program Services	$59,524	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$514,290	TotalAmt
Program Services	$514,290	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$238,976	TotalAmt
Program Services	$238,976	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
MEDICAL EXPENSE	$707,771	$707,771
IMPAIRMENT	$663,402	$663,402
PROFESSIONAL SERVICES	$292,356	$292,356
DIETARY EXPENSES	$246,137	$246,137

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$426,647	TotalAmt
Program Services	$426,647	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,998,081	TotalAmt
Program Services	$6,895,760	ProgramServicesAmt
Management And General	$1,102,321	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$890	BOYAmt
EOY	$2,344	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$672,143	BOYAmt
EOY	$543,803	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$48,435	BOYAmt
EOY	$68,677	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$13,067,659	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$7,688,709	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$6,395,017	BOYAmt
EOY	$5,378,950	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,896,326	BOYAmt
EOY	$1,858,667	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,028,263	BOYAmt
EOY	$7,867,893	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,149,772	BOYAmt
EOY	$1,178,776	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$79,158	BOYAmt
EOY	$67,897	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,672,637	BOYAmt
EOY	$1,298,851	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$310,000	BOYAmt
EOY	$290,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,211,567	BOYAmt
EOY	$2,835,524	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,805,484	BOYAmt
EOY	$5,014,869	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,212	BOYAmt
EOY	$17,500	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,816,696	BOYAmt
EOY	$5,032,369	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,028,263	BOYAmt
EOY	$7,867,893	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$773,811	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$10,516	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$869,279	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$695,285	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$479,162	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$555,224	CurrentTaxYearMinus1YearAmt
Current Tax Year	$785,905	CurrentTaxYearAmt
Total	$3,384,855	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,419,274	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,213,380	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,626,696	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,120,257	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,951,245	CurrentTaxYearAmt
Total	$30,330,852	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,288,553	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,908,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,105,858	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,675,481	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,737,150	CurrentTaxYearAmt
Total	$33,715,707	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$825,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$387,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$400,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$400,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$700,000	CurrentTaxYearAmt
Total	$2,712,000	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

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

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$825,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$387,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$400,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$400,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$700,000	CurrentTaxYearAmt
Total	$2,712,000	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$31,003,707	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,940	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,330	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,806	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$913	CurrentTaxYearMinus1YearAmt
Total	$27,989	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,940	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,330	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,806	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$913	CurrentTaxYearMinus1YearAmt
Total	$27,989	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,722	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$61,910	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$48,817	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,718	CurrentTaxYearMinus1YearAmt
Current Tax Year	$273,920	CurrentTaxYearAmt
Total	$453,087	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,336,215	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,977,905	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,159,481	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,712,112	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,011,070	CurrentTaxYearAmt
Total	$34,196,783	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.90660	PublicSupportCY509Pct
Public Support PY509	0.90680	PublicSupportPY509Pct
Investment Income CY	0.00080	InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,895,073	OtherCostOrOtherBasisAmt
Book Value	$1,895,073	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,116,899	OtherCostOrOtherBasisAmt
Depreciation	$6,904,118	DepreciationAmt
Book Value	$3,212,781	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,055,687	OtherCostOrOtherBasisAmt
Depreciation	$784,591	DepreciationAmt
Book Value	$271,096	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,378,950	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
BOND ISSUANCE FEES	$59,628
INVESTMENT IN HEALTH RESOURCES ALLIANCE	$1,372,315
INVESTMENT IN RISK RETENTION GROUP	$246,508
CEMETARY LOTS	$2,192
DEFERRED DEVELOPMENT COSTS	$140,961
OTHER ASSETS	$37,063

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$1,858,667	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE GROUP RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE GROUP IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE 2010 TAX YEAR.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	ILLINOIS FINANCE AUTHORITY	BusinessNameLine1

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$373,786	RetiredAmt
Total Proceeds	$1,948,200	TotalProceedsAmt
Issuance Costs From Proceeds	$38,964	IssuanceCostsFromProceedsAmt
Capital Expenditures	$398,783	CapitalExpendituresAmt
Other Spent Proceeds	$1,510,453	OtherSpentProceedsAmt
Substantial Completion	2012	SubstantialCompletionYr
Current Refunding	0	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE RETURN IS PREPARED BY THE AUDITING FIRM. THE CFO REVIEWS THE FORMS AND DISCUSSES WITH THE CEO. THE CFO DISCUSSES THE 990'S WITH THE FINANCE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIRPERSON, VICE CHAIRPERSON, AND ONE DIRECTOR. THE CEO AND CFO SIGN AND FILE THE RETURNS.
FORM 990, PART VI, SECTION B, LINE 12C	AGENDA ITEM AT THE BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE REVIEWS CEO AND DETERMINES COMPENSATION. THE CEO REVIEWS ALL OTHER MANAGERS' COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	ANY REQUESTS FOR 990S ARE HANDLED INTERNALLY. GUIDESTAR.ORG POSTS THE ASSOCIATION'S 990S.
FORM 990, PART XI, LINE 9:	UNCOLLECTIBLE PLEDGES -10,516.
FORM 990. PART XII, LINE 2C	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
BETHESDA FOUNDATION
2833 NORTH NORDICA AVENUE	CHICAGO	IL	606349968	363558526	PROVIDE SUPPORT FOR NORWEGIAN LUTHERAN BETHESDA HOME.	IL	501(C)(3)	LINE 11, TYPE I	N/A	0
BETHESDA CHARITABLE GROUP INC
2833 NORTH NORDICA AVENUE	CHICAGO	IL	606349968	363557703	HOLDING COMPANY FOR NORWEGIAN LUTHERAN AND BETHESDA FOUNDATION	IL	501(C)(3)	LINE 7	N/A	0

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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	BETHESDA FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionTypeTxt
Involved	$700,000	InvolvedAmt
Method Of Amount Determination	COST	MethodOfAmountDeterminationTxt