NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION (EIN 36-2167819)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349304759
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T17:02:20-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362985665 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S MEYERS RD SUITE 500 | AddressLine1 |
| City | OAKBROOK TERRACE | City |
| State | IL | State |
| ZIP Code | 601815209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167819 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORW | NameControl |
| Phone | 7736226144 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2833 N NORDICA AVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60634 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL ROBERTS | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 7736226144 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEITH A FRIEDLEIN | Name |
| PTIN | P00362172 | PTIN |
| Phone | 6305454500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JULIE BOGGESS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2833 N NORDICA AVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60634 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6928105 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BETHESDAHOME.COM | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE NORWEIGAN LUTHERAN HOME ASSOCIATION WAS FOUNDED IN 1907 TO SERVE THE NEEDS OF THE ELDERLY POPULATION OF THEIR COMMUNITY. THE BETHESDA HOME ORIGINALLY OPENED WITH 19 RESIDENTS. MAJOR RENOVATION AND EXPANSION PROGRAMS SINCE THEN HAVE ENABLED BETHESDA HOME TO PROVIDE CARE FOR APPROXIMATELY 180 RESIDENTS WITHIN THE COMMUNITY. THE CONTINUUM OF CARE AT BETHESDA HOME INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, INTERMEDIATE AND SKILLED NURSING CARE. PROFESSIONAL AND SUPPORTIVE SERVICES REQUIRED TO ADDRESS THE NEEDS OF EACH RESIDENT ARE READILY AVAILABLE EITHER IN-HOUSE OR THROUGH CONTRACTUAL AGREEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 160 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 479162 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 555224 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6626696 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6334580 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5636 | InvestmentIncomePriorYear |
| Investment Income Current Year | 913 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36122 | OtherRevenuePriorYear |
| Other Revenue Current Year | 24505 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7147616 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6915222 | 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 | 4126387 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4054998 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3280258 | OtherExpensePriorYear |
| Other Expenses Current Year | 3186172 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7406645 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7241170 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -259029 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -325948 | RevenuesLessExpensesCY |
| Total Assets BOY | 9713129 | TotalAssetsBOY |
| Total Assets EOY | 9028263 | TotalAssetsEOY |
| Total Liabilities BOY | 3570485 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3211567 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6142644 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5816696 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NORWEIGAN LUTHERAN HOME ASSOCIATION WAS FOUNDED IN 1907 TO SERVE THE NEEDS OF THE ELDERLY POPULATION OF THEIR COMMUNITY. THE BETHESDA HOME ORGINALLY OPENED WITH 19 RESIDENTS. MAJOR RENOVATION AND EXPANSION PROGRAMS SINCE THEN HAVE ENABLED BETHESDA HOME TO PROVIDE CARE FOR APPROXIMATELY 180 RESIDENTS WITHIN THE COMMUNITY. THE CONTINUUM OF CARE AT BETHESDA HOME INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, INTERMEDIATE AND SKILLED NURSING CARE. PROFESSIONAL AND SUPPORTIVE SERVICES REQUIRED TO ADDRESS THE NEEDS OF EACH RESIDENT ARE READILY AVAILABLE EITHER IN-HOUSE OR THROUGH CONTRACTUAL AGREEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6211714 | Expense |
| Revenue | 6370298 | Revenue |
| Description | LONG-TERM AND ASSISTED LIVING SERVICES FOR THE ELDERLY. BETHESDA RETIREMENT HOME HAD A TOTAL OF 24,367 PATIENT SERVICE DAYS IN FISCAL YEAR 2012. SERVICES PROVIDED INCLUDE COMPREHENSIVE, IN-PATIENT REHABILITATION WHICH INCLUDES PHYSICAL, OCCUPATIONAL, SPEECH THERAPIES, AND RESPITE CARE. RESPITE CARE STAYS CAN RANGE FROM A MINIMUM OF ONE WEEK TO A MAXIMUM OF FOUR WEEKS. RESPITE GUESTS RECEIVE THE SAME SERVICES PROVIDED TO NURSING FACILITY PATIENTS. INCLUDED IN THE ABOVE WAS 7,399 DAYS OF CARE FOR RESIDENTS OF PUBLIC ASSISTANCE. | Description |
| Total Program Service Expense | 6211714 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL ROBERTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7736226144 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2833 N NORDICA AVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60634 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JULIE BOGGESS | ||||||
| CEO | 40.00 | X | X | 139148 | 0 | 0 |
| PAUL ROBERTS | ||||||
| CFO | 40.00 | X | X | 115148 | 0 | 0 |
| CHANDLER BARNES | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| TOM NOESEN | ||||||
| CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | |
| MARILYN WIDEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARGARET SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DIRK DANKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN LATTYAK | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| MARYBETH BUSCHMANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 254296 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | 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 | |||||
| 1520 KENSINGTON RD | OAK BROOK | IL | 60523 | PT, OT & ST SERVICES | 412404 |
| HEALTHCARE SERVICE CORP | |||||
| 25550 NETWORK PLACE | CHICAGO | IL | 606731255 | ONSITE SERVICES | 390177 |
| CERES FOOD GROUP INC | |||||
| 5150 N NORTHWEST HWY SUITE 101 | CHICAGO | IL | 606304696 | FOOD SERVICE | 355748 |
| ALLIANCE PHARMACY SERVICES | |||||
| 1520 KENSINGTON RD | OAK BROOK | IL | 60523 | PHARMACY PROGRAM | 163718 |
| MEDLINE INDUSTRIES | |||||
| DEPT CH 14400 | PALATINE | IL | 600564400 | MEDICAL PRODUCTS | 151737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 555224 | AllOtherContributions |
| Total Contributions | 555224 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | 3210758 | 3210758 |
| MEDICARE/MEDICAID PAYM | 623000 | 3097626 | 3097626 |
| ANCILLARY SERVICES | 623000 | 26196 | 26196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6334580 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2583 | TotalRevenueColumn |
| Exclusion | $2,583 | ExclusionAmount |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11213 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -11213 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11213 | TotalRevenueColumn |
| Exclusion | -$11,213 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1670 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1670 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1670 | TotalRevenueColumn |
| Exclusion | -$1,670 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 35718 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35718 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 35718 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6915222 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6370298 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$10,300 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254296 | Total |
| Management And General | 254296 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3171317 | Total |
| Program Services | 2795608 | ProgramServices |
| Management And General | 375709 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37295 | Total |
| Management And General | 37295 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350332 | Total |
| Program Services | 350332 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241758 | Total |
| Program Services | 203693 | ProgramServices |
| Management And General | 38065 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44972 | Total |
| Management And General | 44972 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54555 | Total |
| Management And General | 54555 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33911 | Total |
| Management And General | 33911 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129250 | Total |
| Program Services | 9746 | ProgramServices |
| Management And General | 119504 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67120 | Total |
| Management And General | 67120 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355696 | Total |
| Program Services | 355696 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4029 | Total |
| Management And General | 4029 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82764 | Total |
| Program Services | 82764 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493172 | Total |
| Program Services | 493172 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254758 | Total |
| Program Services | 254758 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MEDICAL THERAPY EXPENSE | 866600 | 866600 |
| DIETARY EXPENSES | 237282 | 237282 |
| PROFESSIONAL SERVICES | 201667 | 201667 |
| IDPA LONG-TERM CARE FAC | 170209 | 170209 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190187 | Total |
| Program Services | 190187 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7241170 | Total |
| Program Services | 6211714 | ProgramServices |
| Management And General | 1029456 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8288 | BOY |
| EOY | 890 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910419 | BOY |
| EOY | 672143 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20703 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74701 | BOY |
| EOY | 48435 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14403194 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8008177 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6447610 | BOY |
| EOY | 6395017 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15452 | BOY |
| EOY | 15452 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2235956 | BOY |
| EOY | 1896326 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9713129 | BOY |
| EOY | 9028263 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1023046 | BOY |
| EOY | 1149772 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 79158 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1907407 | BOY |
| EOY | 1672637 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547324 | BOY |
| EOY | 310000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92708 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3570485 | BOY |
| EOY | 3211567 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6132744 | BOY |
| EOY | 5805484 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9900 | BOY |
| EOY | 11212 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6142644 | BOY |
| EOY | 5816696 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9713129 | BOY |
| EOY | 9028263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -325948 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 976836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 869279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 695285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 479162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 555224 | CurrentTaxYear |
| Total | 3575786 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 976836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 869279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 695285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 479162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 555224 | CurrentTaxYear |
| Total | 3575786 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3575786 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48075 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14940 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 913 | CurrentTaxYear |
| Total | 76064 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32722 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35718 | CurrentTaxYear |
| Total | 215344 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3867194 | TotalSupport |
| Gross Receipts From Admissions Etc | 30774278 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89450 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 1895073 | OtherCostOrOtherBasis |
| Book Value | 1895073 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11554619 | OtherCostOrOtherBasis |
| Depreciation | 7341726 | Depreciation |
| Book Value | 4212893 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 953502 | OtherCostOrOtherBasis |
| Depreciation | 666451 | Depreciation |
| Book Value | 287051 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6395017 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE FEES | 77976 |
| INVESTMENT IN HEALTH RESOURCES ALLIANCE | 1371652 |
| INVESTMENT IN RISK RETENTION GROUP | 239902 |
| CEMETARY LOTS | 2192 |
| DEFERRED DEVELOPMENT COSTS | 95628 |
| OTHER ASSETS | 108976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1896326 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE GROUP RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE GROUP IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE 2009 TAX YEAR. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| Date Issued | 2012-03-01 | DateIssued |
| Issue Price | 1948200 | IssuePrice |
| Description Of Purpose | 1999 BOND PAYOFF | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 275563 | AmountRetired |
| Total Proceeds | 1948200 | TotalProceeds |
| Issuance Costs From Proceeds | 38964 | IssuanceCostsFromProceeds |
| Capital Expenditures | 398783 | CapitalExpenditures |
| Other Spent Proceeds | 1510453 | OtherSpentProceeds |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 1 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 1 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Written Proc To Monitor Reqs | 1 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS PREPARED BY THE AUDITING FIRM. THE CFO REVIEWS THE FORMS AND DISCUSSES WITH THE CEO. THE CFO DISCUSSES THE 990'S WITH THE FINANCE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIRPERSON, VICE CHAIRPERSON, AND ONE DIRECTOR. THE CEO AND CFO SIGN AND FILE THE RETURNS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AGENDA ITEM AT THE BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS CEO AND DETERMINES COMPENSATION. THE CEO REVIEWS ALL OTHER MANAGERS' COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ANY REQUESTS FOR 990S ARE HANDLED INTERNALLY. GUIDESTAR.ORG POSTS THE ASSOCIATION'S 990S. |
| FORM 990. PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BETHESDA FOUNDATION | ||||||||||
| 2833 NORTH NORDICA AVENUE | CHICAGO | IL | 606349968 | 363558526 | PROVIDE SUPPORT FOR NORWEGIAN LUTHERAN BETHESDA HOME. | IL | 501(C)(3) | LINE 11, TYPE I | N/A | 0 |
| BETHESDA CHARITABLE GROUP INC | ||||||||||
| 2833 NORTH NORDICA AVENUE | CHICAGO | IL | 606349968 | 363557703 | HOLDING COMPANY FOR NORWEGIAN LUTHERAN AND BETHESDA FOUNDATION | IL | 501(C)(3) | LINE 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHESDA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 400000 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
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