2013-08-12T10:00:15-05:00 2012-09-30 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2011-10-01 043604839 CHESTNUT SQUARE AT THE GLEN ASSOCIATION CHES 7732719040 5025 North Paulina Street Chicago IL 60640 WOLFGANG MAYER 2013-08-12 true John Woodhull P01305268 3128997000 2011 2016-02-24 21:20:13Z CHESTNUT SQUARE AT THE GLEN STEPHEN A DAHL 5025 North Paulina Street Chicago IL 60640 3983500 false X N/A X 2000 IL CHESTNUT SQUARE AT THE GLEN ASSOCIATION (CSG) IS A DIVISION OF BETHANY METHODIST CORPORATION, AN ILLINOIS NOT-FOR-PROFIT ORGANIZATION. CSG IS A NINE-YEAR-OLD, FAITH-BASED, NON-PROFIT ORGANIZATION WHOSE PRIMARY MISSION IS TO PROVIDE OLDER ADULTS IN THE VILLAGE OF GLENVIEW AND SURROUNDING COMMUNITIES WITH QUALITY RESIDENTIAL, HOSPITALITY AND ANCILLARY PROGRAMS. ITS SERVICES DEMONSTRATE COMMITMENT TO THE HOUSING, SOCIAL AND SPIRITUAL NEEDS OF SENIORS, WHICH ARE PROVIDED IN AN ATTRACTIVE, APPROPRIATE ENVIRONMENT AND WITH DIGNITY AND RESPECT, REGARDLESS OF THE RESIDENT'S COLOR, CREED OR GENDER. CSG'S MISSION ALSO INCLUDES EDUCATION ON AGING ISSUES, ADVOCACY, AND RESPONSIBLE STEWARDSHIP OF RESOURCES IN DELIVERY OF SERVICES AND SUPPORT TO RESIDENTS, CIVIC GROUPS, FAITH CONGREGATIONS AND NEIGHBORS IN THE LARGER COMMUNITY. 4 4 88 35 0 0 0 0 4285948 3983500 152748 0 0 0 4438696 3983500 0 0 0 0 1324671 1369776 0 0 0 4195204 3587951 5519875 4957727 -1081179 -974227 31101011 24378289 49615647 44168546 -18514636 -19790257 CSG IS CALLED TO CARE FOR THE PHYSICAL, SOCIAL AND SPIRITUAL WELL-BEING OF ITS RESIDENTS, AND SEEKS TO CONTRIBUTE TO THE HEALTH AND WELL-BEING OF OTHERS IN ITS SERVICE AREA. IT PROVIDES HOUSING AND ANCILLARY SERVICES THAT MEET INDIVIDUAL RESIDENTS' NEEDS IN A SAFE, COMFORTABLE AND WELCOMING SETTING. 4214069 3983500 INDEPENDENT SENIORS RESIDENTIAL MISSION: CSG IS FAITHFUL TO ITS NON-PROFIT, FAITH-BASED FOUNDATION AND ITS CONTINUING COMMITMENTS AS A PROVIDER OF QUALITY RESIDENTIAL, HOSPITALITY AND ANCILLARY PROGRAMS FOR INDEPENDENT OLDER ADULTS. THESE INCLUDE FULL-SERVICE, MAINTENANCE-FREE APARTMENTS DESIGNED FOR ACTIVE SENIORS AND A BROAD RANGE OF AMENITIES, INCLUDING A LIBRARY, INTER-FAITH CHAPEL, FELLOWSHIP AREAS AND MEDIA ROOM. ALONG WITH HOUSING SERVICES, PROFESSIONAL STAFF ENSURE THAT ADDITIONAL INTEREST AND NEEDS ARE MET, INCLUDING OPPORTUNITIES FOR SOCIAL INTERACTIONS WITH PEERS, TRANSPORTATION, INTER-GENERATIONAL EXCHANGES, OPPORTUNITIES FOR EXPRESSION OF RELIGIOUS BELIEFS, AND OCCASIONS TO CONTRIBUTE THEIR TIME AND TALENTS AS VOLUNTEERS. 4214069 true false false false false false false false false true false false false true false false true false false false false false false false false false false false true true true true false false false false false false false false false false false false false true false false false false true 0 0 88 true false false false false false false false false false false X 4 4 false false false false false false false true true false false true true true true true true true false false X Wolfgang Mayer 7739891468 5025 North Paulina Street Chicago IL 60640 X DAVID E CARLSON 3.00 X X 0 0 0 CHARLES JACKSON 2.00 X 0 0 0 GESSEL BARRY JR 2.00 X 0 0 0 KEITH REED 2.00 X 0 0 0 STEPHEN A DAHL 10.00 X 74719 423409 16386 WOLFGANG MAYER 10.00 X 0 390989 27998 74719 814398 44384 0 false true false 0 0 RESIDENT FEES 900099 3870995 3870995 OTHER PROGRAM SERVICE REVENUE 900099 112505 112505 0 0 0 0 3983500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3983500 3983500 0 0 0 0 0 0 77176 65600 11576 0 1068873 908542 160331 63453 53935 9518 81792 69523 12269 78482 66710 11772 0 0 12311 10464 1847 0 0 0 4790 4071 719 55656 47308 8348 61595 52356 9239 0 0 237326 201727 35599 8483 7211 1272 0 0 555278 471986 83292 0 1323780 1125213 198567 54962 46718 8244 MEDICAL SUPPLIES 16308 13862 2446 FOOD 354841 301615 53226 PURCHASED SERVICES 258706 219900 38806 PROPERTY TAX 371684 315931 55753 272231 231397 40834 0 4957727 4214069 743658 0 0 911 911 0 0 0 0 105738 106658 0 0 0 0 252000 309300 8831 14206 332945 195253 36654194 13008377 24792021 23645817 0 5608565 106144 0 0 0 0 0 0 31101011 24378289 28937 34339 0 0 10163000 7390496 0 0 0 0 0 0 0 0 39423710 36743711 49615647 44168546 X -18514636 -19790257 0 0 0 0 0 0 0 0 0 0 -18514636 -19790257 31101011 24378289 X -974227 -301394 X false true true X false X 500 0 150 0 0 650 5659894 5466475 4481398 4285947 3983500 23877214 0 0 0 0 0 0 5660394 5466475 4481548 4285947 3983500 23877864 0 0 0 0 0 0 0 0 0 0 0 0 23877864 287231 338350 29995 152749 808325 0 287231 338350 29995 152749 0 808325 0 0 0 0 0 0 0 5947625 5804825 4511543 4438696 3983500 24686189 0.96720 0.95600 0.03270 0.04400 X 4300000 4300000 30813328 11862621 18950707 0 1540866 1145756 395110 0 23645817 0 DUE TO AFFILIATED ENTITY 1265683 RUFUNDABLE DEPOSITS ON UNOCCUPIED UNITS 516500 REFUNDABLE ENTRANCE FEES 34443618 INTEREST RATE SWAP AGREEMENTS 517910 36743711 false false false false false false false false false STEPHEN A DAHL 54000 306000 20484 116075 235 1334 108 615 2349 13314 77176 437338 0 0 WOLFGANG MAYER 0 282948 0 106472 0 1569 0 553 0 27445 0 418987 0 0 Arrangement used to establish the top management official's compensation Schedule J, Part I, Line 3 THE OFFICERS OF THE FILING ORGANIZATION ARE PAID BY A BETHANY HOMES AND METHODIST HOSPITAL (BETHANY), A RELATED TAX EXEMPT ORGANIZATION. THE COMPENSATION REVIEW PROCESS FOR BETHANY IS AS FOLLOWED: 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. ILLINOIS FINANCE AUTHORITY 861091967 2011-09-30 7600000 PROVIDE FUNDS TO REFUND PRIOR ISSUES. true false false 0 0 7600000 0 0 7453690 146040 0 0 0 0 0 2011 false true true true false false false false 0.0000 0.0000 0.0000 true false true true MB FINANCIAL BANK 15.0 false false false true false X Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED BY OUR ACCOUNTING STAFF. A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT FOR THEIR REVIEW AND COMMENT. THE BOARD OF DIRECTORS IS THEN PROVIDED WITH AN APPROVED COPY OF THE FORM 990 BEFORE IT IS FILED. 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 A COMPLIANCE OFFICER, COMPLIANCE COMMITTEE AND EXTERNAL LEGAL COUNSEL. PROCESS FOR DETERMINING COMPENSATION FOR TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS FORM 990, PART VI, LINE 15 THE COMPENSATION OF THE CEO AND CFO OF THIS ORGANIZATION IS PAID BY BETHANY HOMES & METHODIST HOSPITAL, A RELATED TAX-EXEMPT ENTITY. 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 AT HOSPITAL 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. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) VARIOUS INDIVIDUALS REPORTED IN PART VII DEVOTE TIME TO ORGANIZATIONS LISTED IN SCHEDULE R. Other changes in net assets or fund balances Form 990, Part XI, Line 5 CHANGE IN INTEREST RATE SWAP - -192906; LOSS ON DEBT DEFEASANCE - -108488; BETHANY METHODIST CORPORATION 5025 NORTH PAULINA STREET CHICAGO IL 60640 363478324 SUPPORTING ORGANIZATION IL 501(C)(3) 11 - Type I BETHANY METHODIST CORPORATION false BETHANY HOMES AND METHODIST HOSPITAL 5025 NORTH PAULINA STREET CHICAGO IL 60640 362012788 HEALTH CARE PROVIDER IL 501(C)(3) 3 BETHANY HOMES AND METHODIST HOSPITAL false false false false false false false false false false false false false false true false false false false