BETHANY HOMES AND METHODIST HOSPITAL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY HOMES AND METHODIST HOSPITAL (EIN 36-2012788)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-12
- IRS object ID
- 201302249349301150
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule H
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T10:00:04-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362012788 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY HOMES AND METHODIST HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETH | NameControl |
| Phone | 7732719040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WOLFGANG MAYER | Name |
| Title | CFO/COO | Title |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Woodhull | Name |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN A DAHL | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 64729670 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BETHANYMETHODIST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION IS A FAITH-BASED, NON-PROFIT ORGANIZATION WHOSE PRIMARY MISSION IS TO PROVIDE ITS MULTIPLE COMMUNITIES WITH QUALITY PHYSICAL AND MENTAL HEALTH, HOUSING, AND ANCILLARY PROGRAMS THAT DEMONSTRATE COMMITMENT TO THE MEDICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL NEEDS OF SENIORS AND OTHER VULNERABLE AND INDIGENT ADULTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1103 | TotalNbrEmployees |
| Total Nbr Volunteers | 85 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 745358 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 196339 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 57407019 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 56476750 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1025815 | InvestmentIncomePriorYear |
| Investment Income Current Year | 463337 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 290041 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3344983 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 59468233 | TotalRevenuePriorYear |
| Total Revenue Current Year | 60481409 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 39443752 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 40160399 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 161043 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23536284 | OtherExpensePriorYear |
| Other Expenses Current Year | 23825675 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 62980036 | TotalExpensesPriorYear |
| Total Expenses Current Year | 63986074 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3511803 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3504665 | RevenuesLessExpensesCY |
| Total Assets BOY | 59584714 | TotalAssetsBOY |
| Total Assets EOY | 62454318 | TotalAssetsEOY |
| Total Liabilities BOY | 30801722 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37463355 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28782992 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24990963 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | BETHANY HOMES & METHODIST HOSPITAL OF CHICAGO (BH&MH) IS A 123-YEAR-OLD, FAITH-BASED, NON-PROFIT ORGANIZATION WHOSE PRIMARY MISSION IS TO PROVIDE ITS MULTIPLE COMMUNITIES WITH QUALITY PHYSICAL AND MENTAL HEALTH, HOUSING, AND ANCILLARY PROGRAMS THAT DEMONSTRATE COMMITMENT TO THE MEDICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL NEEDS OF SENIORS AND OTHER VULNERABLE AND INDIGENT ADULTS. 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.(CONTINUED IN SCHEDULE O) | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 41920291 | Expense |
| Revenue | 43286212 | Revenue |
| Description | GERIATRIC CARE - THROUGH ITS THREE DIVISIONS, BH&MH IS FAITHFUL TO ITS NON-PROFIT, FAITH-BASED MISSION AND CONTINUING COMMITMENT AS A PROVIDER OF QUALITY, COMPASSIONATE MEDICAL, EMOTIONAL, SOCIAL AND SPIRITUAL SERVICES FOR PRIMARILY OLDER ADULTS. THESE COVER THE ENTIRE 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 EXPRESSIONS OF RELIGIOUS BELIEFS; AND OCCASIONS, WHEN POSSIBLE, TO CONTRIBUTE OF THEMSELVES TO OTHERS AS VOLUNTEERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10290965 | Expense |
| Revenue | 11909111 | Revenue |
| Description | MENTAL HEALTH MISSION: BH&MH'S PHILOSOPHY AND MISSION IS TO DELIVER COMPREHENSIVE, QUALITY CARE DESIGNED TO MEET INDIVIDUAL NEEDS AND PROMOTE A MAXIMUM LEVEL OF INDEPENDENCE WITHIN THE CLIENT'S HOME COMMUNITY. THROUGH INPATIENT, OUTPATIENT AND RESIDENTIAL 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; A FULL INPATIENT MENTAL HEALTH PROGRAM FOR ELDERS AND OTHER ADULTS PRESENTING WITH PSYCHIATRIC ILLNESSES; AND AN OUTREACH PROGRAM THAT RESPONDS TO COMMUNITY-BASED REQUESTS FOR ASSESSMENT AND TRIAGE OF THE HEALTH NEEDS OF RESIDENTS IN BH&MH'S SERVICE AREAS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2040013 | Expense |
| Revenue | 1281427 | Revenue |
| Description | LAKEVIEW MEDICAL GROUP - A HIGHLY DEDICATED GROUP OF EMPLOYED PHYSICIANS PROVIDE PREDOMINANTLY GERIATRIC MEDICAL SERVICES IN LONG TERM CARE FACILITIES, SPECIALIZED OUTPATIENT CLINICS AND INPATIENT SETTINGS. THIS PHYSICIAN GROUP IS COMPRISED OF GERONTOLOGISTS, PSYCHIATRISTS AND PRIMARY CARE, AS WELL AS SPECIALTY PRACTITIONERS. AS WITH ALL SERVICES OFFERED THROUGH METHODIST HOSPITAL AND ITS AFFILIATES, ABILITY TO PAY IS NOT A CONSIDERATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 3271878 | Revenue |
| Description | BETHANY HOMES & METHODIST HOSPITAL OFFERS MEDICAL AND ANCILLARY CARE FOR ADULTS WITH HEALTH AND WELL-BEING NEEDS WHICH ARISE FROM FACTORS OTHER THAN AGING OR EMOTIONAL ILLNESS. THE METHODIST HOSPITAL DIVISION PROVIDES A RANGE OF EMERGENCY, MEDICAL AND SURGICAL SERVICES FOR ACUTELY-ILL YOUNG AND MIDDLE-AGED ADULTS, AS WELL AS THE GERIATRIC SERVICES DESCRIBED ELSEWHERE. THE HOSPITAL'S EMERGENCY DEPARTMENT IS STAFFED AROUND THE CLOCK WITH AT LEAST ONE PHYSICIAN-SPECIALIST ALWAYS AVAILABLE. SURGEONS CAN PERFORM MOST COMMON PROCEDURES AT METHODIST HOSPITAL, IN EITHER THE SURGICAL SUITES OR ONE-DAY SURGERY UNIT, DEPENDING ON CLINICAL REQUIREMENTS. ONE INPATIENT UNIT IS DEDICATED TO TELEMETRY, AND ONCOLOGY TREATMENT IS AVAILABLE ON-SITE. THE MEDICAL IMAGING DEPARTMENT IS EQUIPPED TO ADDRESS PHYSICIAN AND PATIENT NEEDS, INCLUDING MAMMOGRAPHY AND MRI. NUMEROUS SPECIALISTS AND SUB-SPECIALISTS - SOME OF WHOM RETAIN OFFICE SPACE IN THE HOSPITAL'S PAVILION - MAINTAIN BOTH INPATIENT AND OUTPATIENT CASE LOADS. THE PAVILION HOUSES MEDICAL OFFICES AVAILABLE TO PHYSICIANS ON A RENTAL BASIS, WITH CURRENT OCCUPANTS REPRESENTING SUCH MEDICAL SPECIALTIES AS OPHTHALMOLOGY, NEUROLOGY, DENTISTRY, CARDIOLOGY, AND FAMILY PRACTICE. ANOTHER DIVISION, PARTNERS IN HEALTHCARE, IS A NOT-FOR-PROFIT, ILLINOIS LICENSED HOME CARE AGENCY. QUALIFIED STAFF, INCLUDING LICENSED CNA'S AND RN'S, ARE AVAILABLE TO ASSIST CLIENTS FOLLOWING SURGERY OR INJURY, AND ARE TRAINED TO PROVIDE COMPANIONSHIP, HOMEMAKING SERVICES, MEDICATION MANAGEMENT, BATHING AND DRESSING. THEY MAY BE RETAINED FOR BOTH SHORT AND LONG TERM CASES, INCLUDING STROKE, NEUROLOGICAL DISORDERS, OR OTHER MEDICAL CONDITIONS, OR WHEN HOSPICE CARE IS ORDERED BY A PHYSICIAN. THE ORGANIZATION ALSO OWNS RENTAL PROPERTY AT ITS CHICAGO CAMPUS. THESE APARTMENT UNITS FOR ADULTS RESIDING IN THE LOCAL COMMUNITY ARE ROUTINELY OFFERED AT RENTAL FEES WELL BELOW MARKET RATE FOR THE AREA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 3271878 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 54251269 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 93 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1103 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wolfgang Mayer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7732719040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 North Paulina Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| BRUCE BALFE | ||||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| DAVID E CARLSON | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| KEITH REED | ||||||||
| VICE-CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| CHARLES JACKSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID DEMBOWSKI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GESSEL BARRY JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEAN BUSH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER CHRISTY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT HOELLEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SATISH BARNABAS MD | ||||||||
| MEDICAL DIRECTOR/DIRECTOR | 24.00 | X | 160474 | 0 | 19011 | |||
| STEPHEN LATOUR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN A DAHL | ||||||||
| PRESIDENT/CEO | 40.00 | X | 423409 | 74719 | 16386 | |||
| WOLFGANG MAYER | ||||||||
| CFO/COO | 40.00 | X | 390989 | 0 | 27998 | |||
| HOWARD LEVINSKY | ||||||||
| PHYSICIAN | 40.00 | 201107 | 0 | 20106 | X | |||
| JOSEPH CHANDY | ||||||||
| ADMINISTRATOR | 40.00 | 211956 | 0 | 7325 | X | |||
| RENE VELAZCO | ||||||||
| PHYSICIAN | 40.00 | 228000 | 0 | 0 | X | |||
| SANJOY MAJUNDAR | ||||||||
| PHYSICIAN | 40.00 | 181002 | 0 | 0 | X | |||
| SHARON SIDELL | ||||||||
| DIRECTOR | 40.00 | 203685 | 0 | 7913 | X | |||
| DAVID RANDLE | ||||||||
| COO-NORTHERN CAMPUS (PARTIAL) | 40.00 | 141808 | 0 | 4607 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2142430 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 74719 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 103346 | TotalOtherCompensation |
| Number Individuals GT100 K | 38 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALLIANCE REHAB INC | |||||
| 1520 KENSINGTON ROAD | OAK BROOK | IL | 60523 | PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY | 786580 |
| DUANE MORRIS LLP | |||||
| 30 S 17TH STREET | PHILADELPHIA | PA | 19103 | LEGAL SERVICE | 613367 |
| DYNACARE LABORATORIES | |||||
| 9200 WEST WISCONSIN AVE | MILWAUKEE | WI | 53226 | LABORATORY SERVICES | 349531 |
| JACOBUS CONSULTING INC | |||||
| 29883 SANTA MARGARITA PKWY STE 400 | RANCHO SANTA MARGARITA | CA | 92688 | CONSULTING SERVICE | 339427 |
| SUPERIOR CONSTRUCTION SERVICES | |||||
| 6905 W ADDISON | CHICAGO | IL | 60634 | CONSTRUCTION SERVICES | 268361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| All Other Contributions | 196339 | AllOtherContributions |
| Total Contributions | 196339 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT SERVICE | Description |
| Business Code | 622000 | BusinessCode |
| Total Revenue Column | 56476750 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56476750 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 56476750 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 448565 | TotalRevenueColumn |
| Exclusion | $448,565 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 331086 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 257981 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 73105 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73105 | TotalRevenueColumn |
| Exclusion | $73,105 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4005052 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3990280 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14772 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14772 | TotalRevenueColumn |
| Exclusion | $14,772 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYEE MEALS | 624200 | 134775 | 134775 |
| MEALS ON WHEELS | 624200 | 11046 | 11046 |
| MISCELLANEOUS INCOME | 624200 | 3126057 | 3126057 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3271878 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60481409 | TotalRevenueColumn |
| Related Or Exempt Function Income | 59748628 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $536,442 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1177618 | Total |
| Program Services | 1000975 | ProgramServices |
| Management And General | 176643 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33010383 | Total |
| Program Services | 27951765 | ProgramServices |
| Management And General | 4932664 | ManagementAndGeneral |
| Fundraising | 125954 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026173 | Total |
| Program Services | 872247 | ProgramServices |
| Management And General | 153926 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2617747 | Total |
| Program Services | 2225085 | ProgramServices |
| Management And General | 392662 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2328478 | Total |
| Program Services | 1975784 | ProgramServices |
| Management And General | 348668 | ManagementAndGeneral |
| Fundraising | 4026 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243685 | Total |
| Program Services | 207132 | ProgramServices |
| Management And General | 36553 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187467 | Total |
| Program Services | 159347 | ProgramServices |
| Management And General | 28120 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4367894 | Total |
| Program Services | 3691290 | ProgramServices |
| Management And General | 651404 | ManagementAndGeneral |
| Fundraising | 25200 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201020 | Total |
| Program Services | 170867 | ProgramServices |
| Management And General | 30153 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 712150 | Total |
| Program Services | 604111 | ProgramServices |
| Management And General | 106608 | ManagementAndGeneral |
| Fundraising | 1431 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150606 | Total |
| Program Services | 128015 | ProgramServices |
| Management And General | 22591 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1121019 | Total |
| Program Services | 952866 | ProgramServices |
| Management And General | 168153 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57590 | Total |
| Program Services | 48807 | ProgramServices |
| Management And General | 8613 | ManagementAndGeneral |
| Fundraising | 170 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49334 | Total |
| Program Services | 41934 | ProgramServices |
| Management And General | 7400 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 799722 | Total |
| Program Services | 679764 | ProgramServices |
| Management And General | 119958 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3176872 | Total |
| Program Services | 2700341 | ProgramServices |
| Management And General | 476531 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597405 | Total |
| Program Services | 507794 | ProgramServices |
| Management And General | 89611 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 4862808 | 4133387 | 729421 |
| MEDICAID ASSESSMENT | 2902620 | 2467227 | 435393 |
| PROVISION FOR DOUBTFUL ACCOUNTS | 1646751 | 1399738 | 247013 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2748732 | Total |
| Program Services | 2332793 | ProgramServices |
| Management And General | 411677 | ManagementAndGeneral |
| Fundraising | 4262 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63986074 | Total |
| Program Services | 54251269 | ProgramServices |
| Management And General | 9573762 | ManagementAndGeneral |
| Fundraising | 161043 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228027 | BOY |
| EOY | 184755 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3631689 | BOY |
| EOY | 1853476 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5468578 | BOY |
| EOY | 8282901 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354904 | BOY |
| EOY | 434704 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1399985 | BOY |
| EOY | 665690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 97604686 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65551705 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33014182 | BOY |
| EOY | 32052981 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9610519 | BOY |
| EOY | 12629085 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5876830 | BOY |
| EOY | 6350726 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59584714 | BOY |
| EOY | 62454318 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8456090 | BOY |
| EOY | 16649844 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1593967 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15016205 | BOY |
| EOY | 14065443 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5735460 | BOY |
| EOY | 6748068 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30801722 | BOY |
| EOY | 37463355 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28123264 | BOY |
| EOY | 24255723 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584695 | BOY |
| EOY | 642489 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75033 | BOY |
| EOY | 92751 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28782992 | BOY |
| EOY | 24990963 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59584714 | BOY |
| EOY | 62454318 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3504665 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -287364 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1806337 | OtherCostOrOtherBasis |
| Book Value | 1806337 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 80133360 | OtherCostOrOtherBasis |
| Depreciation | 54089632 | Depreciation |
| Book Value | 26043728 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15664989 | OtherCostOrOtherBasis |
| Depreciation | 11462073 | Depreciation |
| Book Value | 4202916 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32052981 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OBLIG US GOV AND AGEN | 6811175 | F |
| MUTUAL FUNDS | 1529613 | F |
| CORPORATE DEBT OBLIGATIONS | 4288297 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12629085 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| COLLATERAL IN CHESTNUT SQUARE | 1000000 |
| DUE FROM AFFILIATED ENTITIES | 1265683 |
| ESTIMATED THIRD PARTY SETTLEMENTS | 727502 |
| DEFERRED FINANCING COST | 182564 |
| INTANGIBLE ASSET | 180650 |
| EMR RECEIVABLE | 2994327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6350726 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LIABILITIES | Description |
| Amount | $6,748,068 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6748068 | TotalOfAmounts |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Annual Community Benefit Report | false | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3535728 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 3535728 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05670 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 22229658 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 18547058 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3682600 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05910 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 25765386 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 18547058 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7218328 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.11580 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 25765386 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 18547058 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7218328 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.11580 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $1,028,672 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 24951981 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 22852426 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 2099555 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | false | WrittenDebtCollectionPolicy |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOSPITAL OF CHICAGO | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 NORTH PAULINA STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOSPITAL OF CHICAGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | true | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Information Gaps | X | InformationGaps |
| Needs Assessment Conducted | 11 | NeedsAssessmentConducted |
| Take Into Account | true | TakeIntoAccount |
| Other Facilities | false | OtherFacilities |
| CHNA Widely Available | false | CHNAWidelyAvailable |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Include Operational Plans | X | IncludeOperationalPlans |
| Adopt Budget | X | AdoptBudget |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| All Needs Addressed | false | AllNeedsAddressed |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 100 | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 200 | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Medicare Rate | X | MedicareRate |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 4 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (4 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| 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 |
Form990 Schedule H Part VI Form990ScheduleHPartVI (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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) | 1,646,751 |
| Bad debt expense - financial statement footnote | Schedule H, Part III, Line 4 | BAD DEBT COST COMPUTED USING % OF PATIENT CARE COST TO TOTAL CHARGES |
| Community Served by Needs Assessment | Schedule H, Part V Section B, Line 3 | (1) METHODIST HOSPITAL OF CHICAGO - THE FACILITY UTILIZED COMMUNITY-MEMBER INPUT AVAILABLE WITHIN ASSESSMENTS CONDUCTED BY AND AVAILABLE FROM GOVERNMENTAL, PUBLIC AND PHILANTHROPIC ENTITIES, INCLUDING OBTAINED FROM WHICH ADDRESS NEEDS WITHIN THE COMMUNITIES SERVED. IT ALSO GATHERED INPUT FROM: COMMUNITY RESIDENTS WHO SERVE ON ITS BOARD; UNRELATED COMMUNITY-BASED CARE AGENCIES AND FACILITIES; COMMUNITY LEADERS; INDIVIDUALS AND ENTITIES ADVOCATING FOR THE UNDER-SERVED; COMMUNITY-BASED CIVIC AND SOCIAL ORGANIZATIONS; COMMUNITY-BASED FAITH CONGREGATIONS; COMMUNITY RESIDENTS WHO UTILIZE ITS SERVICES; ITS PHYSICIANS; ITS PROFESSIONAL STAFF; FAMILIES OF CLIENTS; AND FIRST RESPONDERS TO COMMUNITY RESIDENTS IN CRISIS (E.G., SOCIAL WORKERS, FIRE AND POLICE OFFICERS, WELLNESS-CHECK VISITORS, ETC.). THE FACILITY HONORS THE LEGAL AND ETHICAL STANDARDS RELATED TO INDIVIDUALS' RIGHTS TO CONFIDENTIALITY, AND HAS TAKEN APPROPRIATE STEPS TO MAINTAIN THE ANONYMITY OF RESPONDENTS EXCEPT WHERE SPECIFICALLY WAIVED. ; |
| Needs not addressed in Needs Assessment | Schedule H, Part V Section B, Line 7 | (1) METHODIST HOSPITAL OF CHICAGO - DURING FY 12, THE FACILITY'S ASSESSMENT OF COMMUNITY NEEDS RECOGNIZED GAPS IN ACCESS TO QUALITY HEALTH AND ANCILLARY SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND PSYCHIATRIC ILLNESSES. THE FACILITY DETERMINED THAT, TO MAINTAIN HIGH STANDARDS OF CARE AND DELIVERY, ITS IMPLEMENTATION OF NEW AND/OR ENHANCEMENT OF CURRENT SERVICES FOR THOSE COHORTS WOULD BE IMPLEMENTED IN SUCCESSIVE YEARS. ; |
| Needs assessment. | Schedule H, Part VI, Line 2 | THE FACILITY UTILIZED COMMUNITY-MEMBER INPUT AVAILABLE WITHIN ASSESSMENTS, CONDUCTED BY AND AVAILABLE FROM GOVERNMENTAL, PUBLIC AND PHILANTHROPIC ENTITIES, WHICH ADDRESS NEEDS WITHIN THE COMMUNITIES SERVED. IT ALSO GATHERED INPUT FROM: COMMUNITY RESIDENTS WHO SERVE ON ITS BOARD; UNRELATED COMMUNITY-BASED CARE AGENCIES AND FACILITIES; COMMUNITY LEADERS: INDIVIDUALS AND ENTITIES ADVOCATING FOR THE UNDER-SERVED, COMMUNITY-BASED CIVIC AND SOCIAL ORGANIZATIONS; COMMUNITY-BASED FAITH CONGREGATIONS; COMMUNITY RESIDENTS WHO UTILIZE ITS SERVICES; ITS PHYSICIANS; ITS PROFESSIONAL STAFF; FAMILIES OF CLIENTS; AND FIRST RESPONDERS TO COMMUNITY RESIDENTS IN CRISIS (E.G., SOCIAL WORKERS, FIRE AND POLICE OFFICERS, WELLNESS-CHECK VISITORS, ETC.). THE FACILITY HONORS THE LEGAL AND ETHICAL STANDARDS RELATED TO INDIVIDUALS' RIGHTS TO CONFIDENTIALITY, AND HAS TAKEN APPROPRIATE STEPS TO MAINTAIN THE ANONYMITY OF RESPONDENTS EXCEPT WHERE SPECIFICALLY WAIVED. |
| Patient education of eligibility for assistance. | Schedule H, Part VI, Line 3 | DURING FY 12, THE FACILITY'S ASSESSMENT OF COMMUNITY NEEDS RECOGNIZED GAPS IN ACCESS TO QUALITY HEALTH AND ANCILLARY SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND PSYCHIATRIC ILLNESSES. THE FACILITY DETERMINED IT WOULD MAINTAIN HIGH STANDARDS OF CARE AND DELIVERY, AND IMPLEMENT NEW AND/OR ENHANCE CURRENT SERVICES FOR THOSE COHORTS. |
| Community information. | Schedule H, Part VI, Line 4 | BETHANY HOMES AND METHODIST HOSPITAL SERVES A BROAD CLIENTELE THROUGH ITS FOUR DIVISIONS, INCLUDING INPATIENT AND AMBULATORY HOSPITAL PROGRAMS 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 AT MHC INVOLVES CARE FOR THE SIGNIFICANT PORTION OF PATIENTS/CLIENTS WHO ARE INDIGENT, UNDER-SERVED, UNDER-INSURED, UNINSURED, AND/OR NEGLECTED. PRIMARY GEOGRAPHIC AREAS SERVED ARE CHICAGO'S NORTH, WEST AND NEAR-SOUTH SIDES, AND INCLUDE PATIENTS/CLIENTS RESIDING IN THEIR OWN HOMES, NURSING FACILITIES AND GROUP HOMES. PATIENTS/CLIENTS REPRESENT THE SERVICE-AREA'S DIVERSITY RELATIVE TO NATIONAL ORIGIN, LANGUAGE, CULTURE AND FAITH TRADITIONS. BETHANY RETIREMENT COMMUNITY IS OPEN TO SERVING ADULTS AGED 55 AND ABOVE, WITH A MAJORITY OF CURRENT RESIDENTS FROM CHICAGOLAND AREAS. WHILE THE MAJORITY OF RESIDENTS ARE CAUCASIAN, ASIAN, LATINO AND AFRICAN-AMERICAN CULTURES ARE ALSO REPRESENTED. BETHANY TERRACE NURSING CENTER SERVES PRIMARILY OLDER ADULTS REQUIRING INTERMEDIATE- AND LONG-TERM SKILLED CARE, SHORT-STAY REHAB SERVICES OR DEMENTIA CARE. RESIDENTS REPRESENT THE SERVICE-AREA'S DIVERSITY RELATIVE TO NATIONAL ORIGIN, LANGUAGE, CULTURE AND FAITH TRADITIONS. TERRACE GARDENS ASSISTED LIVING SERVES OLDER ADULTS REQUIRING ASSISTED-LIVING OR MEMORY CARE RELATED SERVICES. TG IS A ASSISTED LIVING FACILITY LICENSED BY THE ILLINOIS DEPARTMENT OF PUBLIC HEALTH. RESIDENTS ENJOY A CARE PLAN TAILORED FOR THEIR SPECIFIC NEEDS AND INTERESTS. AS AN OPERATING DIVISION OF BETHANY HOMES AND METHODIST HOSPITAL OF CHICAGO, TERRACE GARDENS PROVIDES PROFESSIONAL, HIGHLY-QUALIFIED STAFF TO SUPPORT THE HOLISTIC NEEDS OF RESIDENTS, INCLUDING ATTENTION TO THEIR PHYSICAL, SOCIAL AND SPIRITUAL WELL-BEING. IT IS PART OF A COMMUNITY BASED CONTINUUM OF CARE VIA THE ADJACENT BETHANY TERRACE, WITH ITS NURSING AND REHABILITATION CAPABILITIES. |
| Promotion of community health | Schedule H, Part VI, Line 5 | BH&MH'S COMPREHENSIVE MEDICAL,PSYCHOLOGICAL RESIDENTIAL AND ANCILLARY SERVICES ADDRESS THE PHYSICAL, SOCIAL AND SPIRITUAL WELL-BEING OF ITS PATIENTS/RESIDENTS/CLIENTS, THUS DIRECTLY AND POSITIVELY IMPACTING THE PUBLIC HEALTH CONCERNS OF ITS SERVICE AREAS. OUTREACH PROGRAMS PROVIDE MEDICAL AND SOCIAL-SERVICE TRIAGE AND REFERRALS FOR UNDER-SERVED, MARGINALIZED OR NEGLECTED ADULTS. COMMUNITY-SERVICE PROJECTS DELIVER SEMINARS AND TRAINING ON HEALTH AND SENIOR-CARE TOPICS 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.;THE ORGANIZATION ALSO PROVIDES UNDERGRADUATE AND GRADUATE-LEVEL INTERNSHIPS AND TRAINING FOR NURSING, SOCIAL WORK, PHARMACY, AND SPIRITUAL CARE STUDENTS. THE HOSPITAL FEATURES AN OPEN MEDICAL STAFF, TO WHICH QUALIFIED COMMUNITY-BASED PHYSICIANS ARE INVITED TO APPLY FOR CREDENTIALING. THE HOSPITAL ADDRESSES THE HEALTH AND WELL-BEING CONCERNS OF ITS NEIGHBORS WITH A BROAD ARRAY OF OUTPATIENT SERVICES DESIGNED FOR A DIVERSE COMMUNITY. |
| State filing of community benefit report | Schedule H, Part VI, Line 7 | IL |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH CHANDY | |||||||||||||
| 187854 | 0 | 24102 | 0 | 0 | 0 | 719 | 0 | 6606 | 0 | 219281 | 0 | 0 | 0 |
| RENE VELAZCO | |||||||||||||
| 228000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 228000 | 0 | 0 | 0 |
| SANJOY MAJUNDAR | |||||||||||||
| 181002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 181002 | 0 | 0 | 0 |
| SHARON SIDELL | |||||||||||||
| 191253 | 0 | 12432 | 0 | 0 | 0 | 629 | 0 | 7284 | 0 | 211598 | 0 | 0 | 0 |
| DAVID RANDLE | |||||||||||||
| 141808 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4607 | 0 | 146415 | 0 | 0 | 0 |
| WOLFGANG MAYER | |||||||||||||
| 282947 | 0 | 106473 | 0 | 1569 | 0 | 553 | 0 | 27445 | 0 | 418987 | 0 | 0 | 0 |
| STEPHEN A DAHL | |||||||||||||
| 306000 | 54000 | 116075 | 20484 | 1334 | 235 | 615 | 108 | 13314 | 2349 | 437338 | 77176 | 0 | 0 |
| SATISH BARNABAS MD | |||||||||||||
| 160474 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19011 | 0 | 179485 | 0 | 0 | 0 |
| HOWARD LEVINSKY | |||||||||||||
| 201107 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20106 | 0 | 221213 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| Date Issued | 2009-04-22 | DateIssued |
| Issue Price | 15000000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 15417698 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 676250 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 300000 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 11298313 | CapitalExpenditures |
| Other Spent Proceeds | 2745687 | OtherSpentProceeds |
| Amount Unspent | 397448 | AmountUnspent |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | true | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.0000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.0000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.0000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MB FINANCIAL BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.0 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESTIMATED NUMBER IS USED FOR TOTAL NUMBER OF VOLUNTEERS USED | FORM 990, PART I, LINE 3 | 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. |
| PART III, LINE 1 | FORM 990, PART III, LINE 1 | (CONTINUED FROM PART III, LINE 1): SPECIALIZED PROGRAMS ARE DELIVERED IN APPROPRIATE ENVIRONMENTS, AND SERVICES ARE PROVIDED WITH DIGNITY AND RESPECT, REGARDLESS OF THE CLIENT'S COLOR, CREED, GENDER, OR THE ABILITY TO PAY. ITS MISSION INCLUDES EDUCATION ON HEALTH AND AGING ISSUES, ADVOCACY FOR ITS DIVERSE POPULATIONS, AND RESPONSIBLE STEWARDSHIP OF RESOURCES IN DELIVERY OF CARE AND SUPPORT TO CLIENTS, CIVIC GROUPS, FAITH CONGREGATIONS AND NEIGHBORS IN THE LARGER COMMUNITY. THE MISSION OF BRC IS TO PROVIDE QUALITY RESIDENTIAL AND HEALTH PROGRAMS FOR FRAIL AND VULNERABLE ELDERS THAT MEET OR EXCEED THE PARAMETERS OF ITS SHELTERED-CARE LICENSE REQUIREMENTS AS ISSUED BY THE STATE OF ILLINOIS. THIS IS ACCOMPLISHED THROUGH INDEPENDENT AND ASSISTED-LIVING SETTINGS, COUPLED WITH TWENTY-FOUR-HOUR NURSING AVAILABILITY AND A SPECIAL LIFE-ENRICHMENT PROGRAM - SAVVY CIRCLE - FOR SENIORS WITH MEMORY IMPAIRMENTS. 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 SERVICE ENVIRONMENTS, AS LICENSED BY THE STATE OF ILLINOIS AND ACCREDITED BY THE HEALTHCARE FACILITIES ACCREDITATION PROGRAM. THE MISSION OF TBT IS TO PROVIDE QUALITY INTERMEDIATE- AND LONG-TERM SKILLED CARE SERVICES, DEMENTIA CARE, SHORT-TERM REHABILITATION AND ANCILLARY SERVICES THAT MEET OR EXCEED THE PARAMETERS OF ITS SKILLED NURSING FACILITY LICENSE REQUIREMENTS AS ISSUED BY THE STATE OF ILLINOIS AND THE CENTERS FOR MEDICARE & MEDICAID. THE MISSION OF TGAL IS TO PROVIDE QUALITY ASSISTED-LIVING, WELL-BEING AND ANCILLARY PROGRAMS FOR OLDER ADULTS THAT MEET OR EXCEED THE PARAMETERS OF ITS ASSISTED-LIVING LICENSE REQUIREMENTS AS ISSUED BY THE STATE OF ILLINOIS. |
| 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 WILL ABSTAIN FROM VOTING OR TAKING OTHER OFFICIAL ACTION RELATED TO THAT ISSUE. 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 COMMITTEES RETAIN AN INDEPENDENT, EXTERNAL, NATIONALLY-RECOGNIZED EXECUTIVE-COMPENSATION FIRM TO CONSULT WITH AND ADVISE ITS MEMBERS ON THE ANNUAL REVIEW AND 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 FULL COMPLIANCE WITH ALL LEGAL, REGULATORY AND ETHICAL STANDARDS. 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 FIRM TO CONSULT WITH AND ADVISE ITS MEMBERS ON THE ANNUAL REVIEW AND 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 FULL COMPLIANCE WITH ALL LEGAL, REGULATORY AND ETHICAL STANDARDS. 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. |
| HOURS DEVOTED TO RELATED ORGANIZATIONS | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) | THE BOARD MEMBERS AND OFFICERS ALSO SPEND TIME DEVOTED TO VARIOUS RELATED ORGANIZATIONS AS REPORTED IN SCHEDULE R. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 79915; CHANGE IN VALUE INTEREST RATE SWAP - -15741; NET PENSION ADJUSTMENT - -351538; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |