2012-08-15T09:00:16-05:00 2011-09-30 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2010-10-01 362012788 BETHANY HOMES AND METHODIST HOSPITAL BETH 7732719040 5025 North Paulina Street Chicago IL 60640 WOLFGANG MAYER 2012-08-14 true 3128997000 2010 2016-02-24 21:20:13Z STEPHEN A DAHL 5025 North Paulina Street Chicago IL 60640 78988978 false X WWW.BETHANYMETHODIST.ORG X 1890 IL SEE SCHEDULE O. 11 10 1044 84 0 0 613077 745358 57866559 57407019 378571 1025815 299750 290041 59157957 59468233 0 0 0 0 39443752 39443752 0 0 253224 23536284 23536284 62980036 62980036 -3822079 -3511803 66426590 59584714 33273168 30801722 33153422 28782992 X BH&MH IS CALLED TO CARE FOR THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF OLDER ADULTS AND OTHER VULNERABLE PERSONS IN THE METROPOLITAN CHICAGO AREA, WITH AN EMPHASIS ON GERIATRIC SERVICES, MENTAL HEALTH SERVICES REGARDLESS OF THE ABILITY TO PAY, AND THE MEDICAL, PSYCHIATRIC AND RELATED SERVICES PROVIDED BY THE LAKEVIEW MEDICAL GROUP, A GERIATRICALLY-BASED MULTI-SPECIALTY PHYSICIAN GROUP. false false 42264776 44256240 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. 10375532 12175990 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. 2056777 1310143 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. 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. 54697085 true true false false false false false false false true true false true true false false true false false false false false false false false true true false false true true false false false false false false false false false false false false false false false true false false false false true 97 0 true 1044 true false false false false false false false false false false X 11 10 false false false false false false false true true false false true true true true true true true true false X Wolfgang Mayer 7732719040 5025 North Paulina Street Chicago IL 60640 JOSEPH CHANDY 40 X 177324 0 6248 RENE VELAZCO 40 X 228000 0 0 SANJOY MAJUNDAR 40 X 184002 0 0 IRVING TRACER 40 X 250017 0 0 DAVID RANDLE 40 X 206576 0 5686 WOLFGANG MAYER 40 X 378740 0 25713 STEVEN FRIEDMAN 40 X 137849 0 9687 STEPHEN A DAHL 40 X 421545 74391 15207 SATISH BARNABAS MD 24 X 160186 0 16111 STEPHEN LATOUR 1 X 0 0 0 DAVID DEMBOWSKI 1 X 0 0 0 JENNIFER CHRISTY 1 X 0 0 0 JEAN BUSH 1 X 0 0 0 GESSEL BARRY JR 1 X 0 0 0 CHARLES JACKSON 1 X 0 0 0 ROBERT HOELLEN 1 X 0 0 0 BRUCE BALFE 1 X X 0 0 0 KEITH REED 1 X X 0 0 0 DAVID E CARLSON 1 X X 0 0 0 HOWARD LEVINSKY 40 X 201580 0 28111 2345819 74391 106763 41 false true false ALLIANCE REHAB INC 1520 KENSINGTON ROAD OAK BROOK IL 60523 PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY 706359 DUANE MORRIS LLP 30 S 17TH STREET PHILADELPHIA PW 19103 LEGAL SERVICE 478822 JACOBUS CONSULTING INC 29883 SANTA MARGARITA PKWY STE 400 RANCHO SANTA MARGARITA CA 92688 CONSULTING SERVICE 341102 DYNACARE LABORATORIES 9200 WEST WISCONSIN AVE MILWAUKEE WI 53226 LABORATORY SERVICES 312107 ACS MEDIHEALTH 1925 GRASSLAND PARKWAY ALPHARETTA GA 30004 INFORMATION TECHNOLOGY SERVICES 224383 12 0 0 0 0 335354 410004 0 745358 PATIENT SEVICE 621400 57407019 57407019 0 0 0 0 0 0 57407019 481129 0 0 481129 0 0 0 0 0 0 0 0 354306 0 297459 0 56847 0 56847 56847 19767972 0 19223287 0 544686 0 544686 0 0 544686 0 0 0 EMPLOYEE MEALS 624200 146196 146196 MEALS ON WHEELS 624200 10340 10340 MISCELLANEOUS INCOME 624200 76658 76658 0 0 0 0 233194 59468233 57640213 0 1082662 0 0 0 0 1144425 972761 171664 0 32663583 27764046 4899537 936298 795853 140445 2438239 2072503 365736 2261207 1922026 339181 0 813249 691262 121987 217376 184770 32606 0 0 0 192676 163775 28901 308393 262134 46259 956221 812788 143433 137744 117082 20662 0 1285098 1092333 192765 58752 49939 8813 0 73016 62064 10952 622011 528710 93301 0 3132372 2662516 469856 -90410 -76849 -13561 MEDICAL SUPPLIES 4406560 4406560 OTHER EXPENSES 2602541 2212160 390381 PURCHASED SERVICES 3839501 3211908 566809 60784 PROVISION FOR DOUBTFUL ACCOUNTS 1882706 1882706 MEDICAID ASSESSMENT 2906038 2906038 192440 0 0 192440 62980036 54697085 8029727 253224 0 1332265 228027 5205690 5468578 414280 354904 2595528 1399985 98635847 65621665 30989337 33014182 20671090 13242208 0 0 5218400 5876830 66426590 59584714 5731559 8456090 1593967 15257161 15016205 12284448 5735460 33273168 30801722 32786686 28123264 366736 584695 75033 33153422 28782992 66426590 59584714 X -3511803 -858627 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1806257 1806257 79419888 51699689 27720199 0 17409702 13921976 3487726 0 33014182 0 0 OBLIG US GOV AND AGEN 5121284 F MUTUAL FUNDS 1496623 F CORPORATE DEBT OBLIGATIONS 2992612 F CASH AND CASH EQUIVALENTS 3631689 F 13242208 COLLATERAL IN CHESTNUT SQUARE 1000000 DUE FROM AFFILIATED ENTITIES 4006178 ESTIMATED THIRD PARTY SETTLEMENTS 636587 DEFERRED FINANCING COSTS 234065 5876830 0 OTHER LIABILITIES 5735460 5735460 59468233 62980036 -3511803 0 0 -3511803 0 0 0 0 0 0 0 0 0 0 0 0 true true true X true X true true false false 3499589 0 3499589 0.05730 22083631 19558699 2524932 0.04130 0 0 0 0.00000 0 0 25583220 19558699 6024521 0.09860 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0 0 0.00000 0 0 25583220 19558699 6024521 0.09860 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0.00000 0 0 0 0 0 0.00000 true 1073141 27031367 23176534 3854833 X false 1 1 METHODIST HOSPITAL OF CHICAGO

5025 NORTH PAULINA STREET CHICAGO IL 60640

X X X METHODIST HOSPITAL OF CHICAGO 1 true X X X X X X X X X 11 true false false X X X X X X false true true 100 true 200 true X X X X X X X true true X X X X X true X true X X X X X true X false false 3 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 Bad Debt Expense excluded from financial assistance calculation Schedule H, Part I, Line 7, column(f) 1,882,703 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 11, 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, BEGINNING WITH FY12. ; 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. METHOD THE HOSPITAL FEATURES AN OPEN MEDICAL STAFF, WHICH ALL QUALIFIED COMMUNITY PHYSICIANS ARE INVITED TO JOIN. IT EXTENDS OUT INTO THE COMMUNITY WITH NUMEROUS OUTPATIENT SPECIAL ACTIVITY, ALSO TARGETING A DIVERSE COMMUNITY POPULATION WITH SPECIFIC LIFESTYLE HEATH NEEDS. OFF-SITE BEHAVIORAL HEALTH PROGRAMMING IS ALSO AVAILABLE. State filing of community benefit report Schedule H, Part VI, Line 7 IL true X X X X false false false false false false false false false JOSEPH CHANDY 157824 0 19500 0 0 0 601 0 5647 0 183572 0 0 0 RENE VELAZCO 228000 0 0 0 0 0 0 0 0 0 228000 0 0 0 SANJOY MAJUNDAR 184002 0 0 0 0 0 0 0 0 0 184002 0 0 0 IRVING TRACER 250017 0 0 0 0 0 0 0 0 0 250017 0 0 0 DAVID RANDLE 154826 0 51750 0 0 0 467 0 5219 0 212262 0 0 0 WOLFGANG MAYER 284555 0 94185 0 0 0 529 0 25184 0 404453 0 0 0 STEPHEN A DAHL 305764 54236 114212 20155 1569 0 632 112 12294 2169 434471 76672 0 0 SATISH BARNABAS MD 160186 0 0 0 0 0 0 0 16111 0 176297 0 0 0 HOWARD LEVINSKY 201580 0 0 0 0 0 0 0 28111 0 229691 0 0 0 ILLINOIS FINANCE AUTHORITY 861091967 2009-04-22 15000000 CONSTRUCTION false false false 0 0 15417698 0 676250 0 300000 0 0 11298313 2745687 397448 2011 false false true true false false false false 0.0000 0.0000 0.0000 true false true true MB FINANCIAL BANK 7.0 false false false false false ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES FORM 990, PART I, LINE 1 BETHANY HOMES & METHODIST HOSPITAL OF CHICAGO (BH&MH) IS A 122-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. 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. ESTIMATED NUMBER IS USED FOR TOTAL NUMBER OF VOLUNTEERS USED FORM 990, PART I, LINE 6 INDIVIDUALS AND GROUPS WITHIN BH&MH'S SERVICE AREA SEEK OPPORTUNITIES TO EXPRESS THEIR CONCERN FOR ELDERS IN NEED BY VOLUNTEERING THEIR TIME AND TALENT. ADDITIONALLY, A CADRE OF ITS OWN EMPLOYEES AND ELDER RESIDENTS VOLUNTEER TO ASSIST THE ORGANIZATION. BH&MH OFFERS VOLUNTEER OPPORTUNITIES AS PART OF ITS COMMUNITY RELATIONS EFFORT. IT TRAINS, SUPPORTS AND RECOGNIZES THOSE GENEROUS YOUTH AND ADULTS WHO REPRESENT A VARIETY OF CULTURAL AND FAITH TRADITIONS. BH&MH MAKES VOLUNTEER ROLES AVAILABLE IN SEVERAL DISCIPLINES, FOLLOWING STANDARDS DEVELOPED BY NATIONAL VOLUNTEER BODIES, AND MATCHES PERSONS' INTERESTS AND SKILLS TO APPROPRIATE POSITIONS. MOST VOLUNTEERS CHOOSE SERVICE IN THE ACTIVITIES OR SPIRITUAL CARE DEPARTMENTS, OR ASSIST PAID STAFF WITH RECEPTION AND CLERICAL DUTIES. EIGHTY-FOUR VOLUNTEERS DONATE AN AVERAGE OF 3-4 HOURS PER WEEK, EQUATING TO APPROXIMATELY 8 FTES. Description of other program services Form 990, Part III, Line 4d 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. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11a 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. Public Disclosure Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAIN(LOSS) ON INVESTMENTS - -713225; CHANGE IN FAIR VALUE INTEREST RATE SWAP - -88095; NET PENSION ADJUSTMENT - -57307; 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 false false false false false false false false false false false false false true false false false false