2014-08-13T15:00:04-05:00 2013-09-30 CROWE HORWATH LLP 70 WEST MADISON STREET SUITE 700 CHICAGO IL 606024903 990 2012-10-01 362012788 BETHANY HOMES AND METHODIST HOSPITAL BETH 7732719040 5025 North Paulina Street Chicago IL 60640 WOLFGANG MAYER 2014-08-08 true John Woodhull P01305268 3128997000 2012 2015-11-30 17:44:51Z STEPHEN A DAHL 5025 North Paulina Street Chicago IL 60640 64193344 false X WWW.BETHANYMETHODIST.ORG X 1890 IL BETHANY HOMES & METHODIST HOSPITAL OF CHICAGO (BH&MH) IS A 125-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 (CONTINUE ON SCHEDULE O) 13 12 1079 110 0 196339 271967 56476750 55617012 463337 2069063 3344983 1743213 60481409 59701255 0 0 0 0 40160399 39037997 0 0 166062 23825675 23760948 63986074 62798945 -3504665 -3097690 62454318 56454636 37463355 33029910 24990963 23424726 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 LAKEVIEW MEDICAL GROUP, A GERIATRICS-FOCUSED MULTI-SPECIALTY PHYSICIAN GROUP. false false 41137292 42627272 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, FROM INDEPENDENT LIVING TO ACUTE MEDICAL NEEDS, THROUGH ASSISTED LIVING, REHABILITATION PROGRAMS AND, FINALLY, TO LONG-TERM, SKILLED CARE. INDIVIDUALIZED CARE PLANS ARE DEVELOPED FOR EACH RESIDENT/PATIENT, ENSURING SERVICES MEET THE GAMUT OF NEEDS SO COMMON TO THE ELDERLY. 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 MANY CASES IS DIRECTLY SUBSIDIZED BY BH&MH (SEE DETAIL). STAFF REPRESENTING A BROAD RANGE OF PROFESSIONAL DISCIPLINES ENSURE THAT, AS MEDICAL AND HOUSING NEEDS ARE MET, SO, TOO, ARE THE NEEDS FOR SOCIAL INTERACTIONS WITH PEERS AND THROUGH INTER-GENERATIONAL EXCHANGES; OPPORTUNITIES FOR EXPRESSION OF RELIGIOUS BELIEFS; AND OPPORTUNITIES, WHEN APPROPRIATE, TO CONTRIBUTE OF THEMSELVES TO OTHERS AS VOLUNTEERS. 10098748 11727820 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, RESIDENTIAL PSYCHIATRIC, AND DEMENTIA CARE PROGRAMS, 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 AND OTHER DEMENTIA CARE PROGRAM AT TBT, WHICH INCORPORATES A BROAD REGIMEN OF RECREATIONAL, SOCIAL AND THERAPEUTIC ACTIVITIES TO ENHANCE SOCIALIZATION AND INDEPENDENCE; AN 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. 2001909 1261920 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. 1654274 IN THE PROCESS OF PROVIDING OUR SERVICE AREAS WITH QUALITY MEDICAL AND BEHAVIORAL-HEALTH PROGRAMS AND SENIOR HOUSING, BETHANY HOMES AND METHODIST HOSPITAL GENERATES OTHER SUPPORTIVE AND ANCILLARY INCOME. THE MISCELLANEOUS INCOME IS A RESULT OF PROVIDING OUR RESIDENTS AND PATIENTS WITH SUPPORTIVE CARE AND ATTENTION. IN ADDITION, BH&MH RECEIVES COST REIMBURSEMENT FROM THE MEDICAID/MEDICARE EHR INCENTIVE PROGRAMS IN ORDER TO IMPLEMENT THE ELECTRONIC MEDICAL RECORD SYSTEM. 1654274 53237949 true true false false false false false false false true true false true true false false true false false false false false false false false true true false false true true false false false false false false false false false false false false false false false true false false false false true 92 0 true 1079 true 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 false X Wolfgang Mayer 7732719040 5025 North Paulina Street Chicago IL 60640 BRUCE BALFE 1.00 1.00 X X 0 0 0 DAVID E CARLSON 1.00 2.00 X X 0 0 0 KEITH REED 1.00 2.00 X X 0 0 0 STEPHEN A DAHL 35.00 5.00 X X 431361 76122 16365 CHARLES JACKSON 1.00 2.00 X 0 0 0 DAVID DEMBOWSKI 1.00 1.00 X 0 0 0 GESSEL BARRY JR 1.00 2.00 X 0 0 0 JEAN BUSH 1.00 2.00 X 0 0 0 JENNIFER CHRISTY 1.00 1.00 X 0 0 0 KENT SMITH 1.00 1.00 X 0 0 0 ROBERT HOELLEN 1.00 1.00 X 0 0 0 SATISH BARNABAS MD 24.00 1.00 X 160164 0 20710 STEPHEN LATOUR 1.00 1.00 X 0 0 0 WOLFGANG MAYER 35.00 5.00 X 412207 0 45004 HOWARD LEVINSKY 40.00 X 200829 0 21805 JOSEPH CHANDY 40.00 X 181525 0 7699 RENE VELAZCO 40.00 X 204000 0 0 ROMAN NIZIOLEK 40.00 X 187641 0 21826 SHARON SIDELL 40.00 X 194442 0 11123 1972169 76122 144532 31 false true false ALLIANCE REHAB INC 1520 KENSINGTON ROAD OAK BROOK IL 60523 PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY 688149 MICHUDA CONSTRUCTION INC 11204 S WESTERN AVE CHICAGO IL 60643 CONSTRUCTION SERVICES 501464 PARK PLACE TECHNOLOGIES 5910 LANDERBROOK DR MAYFIELD HEIGHTS OH 44124 COMPUTER HARDWARE SERVICES 290533 DYNACARE LABORATORIES 9200 WEST WISCONSIN AVE MILWAUKEE WI 53226 LABORATORY SERVICES 288194 SUPERIOR CONSTRUCTION SERVICES 6905 W ADDISON CHICAGO IL 60634 CONSTRUCTION SERVICES 268266 17 271967 271967 PATIENT SERVICE 622000 55617012 55617012 0 0 0 0 0 0 0 0 55617012 479247 479247 0 0 354480 265541 88939 0 88939 88939 3916364 1900000 3965414 261133 -49050 1638867 1589816 1589816 0 0 0 EMPLOYEE MEALS 624200 115267 115267 MEALS ON WHEELS 624200 5095 5095 MISCELLANEOUS INCOME 624200 1533912 1533912 0 0 0 0 1654274 59701255 57271286 0 2158002 0 0 0 0 1083356 920853 162503 0 31900351 26997051 4764185 139115 1164332 989682 174650 2582159 2194835 387324 2307799 1961629 346170 0 187967 159772 28195 116238 98802 17436 0 0 0 4932018 4175261 736811 19946 180487 153414 27073 846240 719012 126885 343 4291 3647 644 0 920046 782039 138007 54607 46416 8191 0 30551 25968 4583 863202 733722 129480 0 3309996 2813497 496499 423420 359907 63513 MEDICAL SUPPLIES 4319437 3671521 647916 MEDICAID ASSESSMENT 2903958 2468364 435594 PROVISION FOR DOUBTFUL ACCOUNTS 1683318 1430820 252498 2985172 2531737 446777 6658 62798945 53237949 9394934 166062 0 184755 520719 1853476 1092403 8282901 7063711 0 0 1424884 434704 381471 665690 798947 98779289 68546608 32052981 30232681 12629085 11431254 0 0 6350726 3508566 62454318 56454636 16649844 13757802 0 0 14065443 14358353 6748068 4913755 37463355 33029910 X 24255723 22607240 642489 724410 92751 93076 24990963 23424726 62454318 56454636 X -3097690 -489131 2020584 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1687764 1687764 80378661 56147906 24230755 0 16712864 12398702 4314162 0 30232681 0 0 OBLIG US GOV AND AGEN 5473997 F MUTUAL FUNDS 1853543 F CORPORATE DEBT OBLIGATIONS 4103714 F 11431254 COLLATERAL IN CHESTNUT SQUARE 1000000 DUE FROM AFFILIATED ENTITIES 401331 DEFERRED FINANCING COST 132080 INTANGIBLE ASSET 178058 EMR RECEIVABLE 1797097 3508566 0 ACCRUED PENSION COST 1852571 ACCRUED PROFESSIONAL AND GENERAL LIABILITY 1105461 ESTIMATED THIRD-PARTY PAYABLE 200477 INTEREST RATE SWAP AGREEMENTS 668335 OTHER CURRENT LIABILITIES 1085911 REFUNDABLE ENTRANCE FEES 1000 4913755 true true X true X true true true false true true 3512975 3512975 0.05750 22511474 17810210 4701264 0.07690 0 0.00000 0 0 26024449 17810210 8214239 0.13440 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0 0 0 0 0.00000 0 0 26024449 17810210 8214239 0.13440 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 1111323 0 23829178 19575164 4254014 X false 1 1 METHODIST HOSPITAL OF CHICAGO

5025 NORTH PAULINA STREET CHICAGO IL 60640

X X X METHODIST HOSPITAL OF CHICAGO 1 true X X X X X X X X X 11 true false true X X X X X X X X X X true 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 BETHANY TERRACE NURSING CENTER

8425 WAUKEGAN ROAD MORTON GROVE IL 60053

SKILLED NURSING FACILITY TERRACE GARDENS ASSISTED LIVING

8415 N WAUKEGAN ROAD MORTON GROVE IL 60053

ASSISTED LIVING FACILITY PARTNERS IN HOME HEALTHCARE

2601 CHESTNUT AVE 3310 GLENVIEW IL 60026

HOME CARE SERVICES Costing Methodology used to calculate financial assistance Schedule H, Part I, Line 7 THE COST-TO-CHARGE RATIO AS REPORTED ON THE MEDICARE COST REPORTS WAS USED TO COMPUTE THIS SCHEDULE. Bad Debt Expense excluded from financial assistance calculation Schedule H, Part I, Line 7, column(f) 1,683,318 Bad debt expense - methodology used to estimate amount Schedule H, Part III, Line 2 BAD DEBT COST COMPUTED USING % OF PATIENT CARE COST TO TOTAL CHARGES Bad debt expense - financial statement footnote Schedule H, Part III, Line 4 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. Community Served by Needs Assessment Schedule H, Part V Section B, Line 3 (1) METHODIST HOSPITAL OF CHICAGO - IN ADDITION TO DATA AND RELATED INFORMATION FROM GOVERNMENTAL ENTITIES, NGOS AND PHILANTHROPIC ORGANIZATIONS AS PREVIOUSLY DESCRIBED, THE FACILITY GATHERED INPUT FROM: COMMUNITY RESIDENTS WHO SERVE ON ITS BOARD, UNRELATED COMMUNITY-BASED AGENCIES, COMMUNITY LEADERS, REPRESENTATIVES OF LOCAL FAITH CONGREGATIONS; COMMUNITY RESIDENTS WHO UTILIZE ITS SERVICES, ITS PHYSICIANS AND OTHER STAFF MEMBERS, PATIENTS' FAMILY MEMBERS, AND FIRST RESPONDERS WHO REFER INDIVIDUALS IN CRISIS. THE FACILITY HONORS LEGAL AND ETHICAL STANDARDS RELATED TO INDIVIDUALS' RIGHT TO CONFIDENTIALITY, AND TAKES ALL APPROPRIATE STEPS TO MAINTAIN THE ANONYMITY OF RESPONDENTS EXCEPT WHERE SPECIFICALLY WAIVED. NON-INCLUSIVE EXAMPLES OF INDIVIDUALS CONSULTED INCLUDE: MRS. JENNIFER CHRISTY, COMMUNITY RESIDENT/BOARD MEMBER; MR. ROBERT HOELLEN, ESQ., COMMUNITY REPRESENTATIVE/BOARD MEMBER; RUSSELL LEANDER, COMMUNITY RESIDENT/LICENSED CLINICAL PSYCHOLOGIST; DR. STEVEN WHITMAN, CHICAGO DEPARTMENT OF HEALTH; DR. RON LEE, ILLINOIS DEPARTMENT OF PUBLIC HEALTH; BISHOP HEE-SOO JUNG, NORTHERN ILLINOIS CONFERENCE OF THE UNITED METHODIST CHURCH; REV. JAMES PRESTON, DISTRICT SUPERINTENDENT, NORTHERN ILLINOIS CONFERENCE OF THE UNITED METHODIST CHURCH; MARTHA CARLOS, CHICAGO CHAPTER, AMERICAN RED CROSS; MELISSA STRATTON, OFFICE OF THE SUPERINTENDENT, CHICAGO POLICE DEPARTMENT; DONNA THOMPSON, CEO, ACCESS COMMUNITY HEALTH NETWORK; JOSE SANCHEZ, PRESIDENT/CEO, NORWEGIAN-AMERICAN HOSPITAL; PETER O'BRIEN, ADMINISTRATOR, SACRED HEART NURSING HOME; STEPHEN MIFF, M.D., PRESIDENT OF METHODIST HOSPITAL OF CHICAGO; EILEEN DURKIN, PRESIDENT/CEO, COMMUNITY COUNSELING CENTER OF CHICAGO ; Availability of Needs Assessment Schedule H, Part V Section B, Line 5c (1) METHODIST HOSPITAL OF CHICAGO - REPORT WAS DESCRIBED AND OFFERED TO ATTENDEES AT VARIOUS PUBLIC PRESENTATIONS AND EVENTS HOSTED BY THE FACILITY.; Needs assessment. Schedule H, Part VI, Line 2 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. Patient education of eligibility for assistance. Schedule H, Part VI, Line 3 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. Community information. Schedule H, Part VI, Line 4 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. Promotion of community health Schedule H, Part VI, Line 5 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; BLOOD DRIVES; 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. State filing of community benefit report Schedule H, Part VI, Line 7 IL X X X X false false false false false false false false JOSEPH CHANDY 159856 0 21669 0 0 0 755 0 6944 0 189224 0 0 0 RENE VELAZCO 204000 0 0 0 0 0 0 0 0 0 204000 0 0 0 SHARON SIDELL 179442 0 15000 0 0 0 659 0 10464 0 205565 0 0 0 WOLFGANG MAYER 292292 0 118346 0 1569 0 578 0 44426 0 457211 0 0 0 STEPHEN A DAHL 304725 53775 125302 22112 1334 235 597 105 13314 2349 445272 78576 0 0 SATISH BARNABAS MD 160164 0 0 0 0 0 0 0 20710 0 180874 0 0 0 HOWARD LEVINSKY 200829 0 0 0 0 0 0 0 21805 0 222634 0 0 0 ROMAN NIZIOLEK 187641 0 0 0 0 0 0 0 21826 0 209467 0 0 0 A ILLINOIS FINANCE AUTHORITY 861091967 2009-04-22 15000000 CONSTRUCTION false false false A 0 0 15417698 0 676250 0 300000 0 0 11695761 2745687 0 2011 false false true true A false false false false false false 0.00000 0.00000 0.00000 true false 0 false true A false false false true true true MB FINANCIAL BANK 7.0 false false false 0.0 false true A true ISSUER NAME: Illinois Finance Authority: Rebate Not Due Yet. Schedule K, Part IV, Line 2a THE CALCULATION FOR COMPUTING REBATE NOT DUE YET WAS PERFORMED ON 1/15/2012. ISSUER NAME: Illinois Finance Authority: Exception to Rebate. Schedule K, Part IV, Line 2b THE CALCULATION FOR COMPUTING EXCEPTION TO REBATE WAS PERFORMED ON 1/15/2012. ISSUER NAME: Illinois Finance Authority: No Rebate Due. Schedule K, Part IV, Line 2c THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 1/15/2012. ISSUER NAME: Illinois Finance Authority Schedule K, Part V BH&MH USES OUTSIDE COUNSEL ANNUALLY TO MONITOR ALL COMPLIANCE WITH FEDERAL TAX REQUIREMENTS FOR TAX EXEMPT BONDS. ADDITIONALLY, UPON NEED, BH&MH WILL SEEK OUTSIDE COUNSEL UPON ANY ANTICIPATED STATUS CHANGE OF TAX EXEMPT BOND ISSUES TO REMAIN IN COMPLIANCE OF FEDERAL REGULATIONS. FORM 990, PART I, LINE 1 FORM 990, PART I, LINE 1 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, ILLINOIS. SPECIALIZED PROGRAMS ARE DELIVERED IN FULLY-LICENSED AND ACCREDITED SETTINGS. SERVICES ARE PROVIDED WITH DIGNITY AND RESPECT, AND IN ACCORDANCE WITH BEST PRACTICES RELATED TO 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 HOUR 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 TBT 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 AS ISSUED BY THE STATE OF ILLINOIS AND IN COMPLIANCE WITH THE STANDARDS OF THE CENTERS FOR MEDICARE AND MEDICAID. THE MISSION OF TGAL 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. ESTIMATED NUMBER IS USED FOR TOTAL NUMBER OF VOLUNTEERS USED FORM 990, PART I, LINE 6 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. EIGHTY-FOUR VOLUNTEERS DONATE AN AVERAGE OF 3-4 HOURS PER WEEK, EQUATING TO APPROXIMATELY 8 FTES. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 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. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a 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. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b 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. Conflict of interest policy Form 990, Part VI, Section B, Line 12c 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. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a 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. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b 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. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 CHANGE IN FAIR VALUE INTEREST RATE SWAP - 296894; PENSION ADJUSTMENT - 1723690; BETHANY METHODIST CORPORATION 5025 NORTH PAULINA STREET CHICAGO IL 60640 CORPORATE OFFICE IL 501(C)(3) 11 - Type I NA false CHESTNUT SQUARE AT THE GLEN ASSOCIATION 2601 CHESTNUT AVENUE GLENVIEW IL 60025 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