BETHANY METHODIST CORPORATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY METHODIST CORPORATION (EIN 04-3604839)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-01
- IRS object ID
- 202312139349300011
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-01T08:20:19-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S Patterson Blvd | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043604839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bethany North Suburban Group | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 8479981118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 Chestnut Avenue 3310 | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sunny Lopez | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 8479981118 | PhoneNum |
| Signature | 2023-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sunny | PersonFirstNm |
| Person Last | Lopez | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen O Crim | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Preparation | 2023-07-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chestnut Square at the Glen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sunny Lopez | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 Chestnut Avenue 3310 | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,694,402 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.chestnutsquare.info | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Bethany North Suburban Group (BNSG) provides exceptional senior community living and health care that promotes holistic well-being for residents and clients through: Chestnut Square at The Glen, Partners in Health Care and Partners in Home Health Care. BNSG was established in 2003 and is a Division of Bethany Methodist Corporation, a faith-based organization affiliated with the United Methodist Church. The organization is guided by the values of compassion, advocacy, trust, teamwork and transparency. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 151 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $533,894 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,782 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,142,660 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,627,742 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,023 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,795 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $83 | CYOtherRevenueAmt |
| PY Total Revenue | $7,708,577 | PYTotalRevenueAmt |
| CY Total Revenue | $6,694,402 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,580,264 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,723,827 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,190,527 | PYOtherExpensesAmt |
| CY Other Expenses | $4,242,956 | CYOtherExpensesAmt |
| PY Total Expenses | $7,770,791 | PYTotalExpensesAmt |
| CY Total Expenses | $7,966,783 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$62,214 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,272,381 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,298,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,081,335 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,443,579 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,679,288 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$14,144,922 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$15,597,953 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Bethany North Suburban Group (BNSG) provides exceptional senior community living and health care that promotes holistic well-being for residents and clients through: Chestnut Square at The Glen, Partners in Health Care and Partners in Home Health Care. BNSG was established in 2003 and is a Division of Bethany Methodist Corporation, a faith-based organization affiliated with the United Methodist Church. The organization is guided by the values of compassion, advocacy, trust, teamwork and transparency. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $6,198,496 | ExpenseAmt |
| Revenue | $6,627,742 | RevenueAmt |
| Desc | Independent Seniors Residential Mission: BNSG is faithful to its non-profit, faith-based foundation and its continuing commitment as a provider of quality residential, hospitality, and ancillary programs for independent older adults. BNSG's full-service, maintenance-free apartments are designed for active seniors, and are complemented by a broad range of amenities, including a library, inter-faith chapel, fellowship areas, and media room. Along with housing services, professional staff ensure that other residents' interests and needs are met, including: opportunities for social interaction with peers, transportation, inter-generational exchanges, expression of religious beliefs, and occasions to contribute their time and talents as volunteers. | Desc |
| Total Program Service Expenses | $6,198,496 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 151 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sunny Lopez | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479981118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 Chestnut Avenue 3310 | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Sunny Lopez | |||||||||
| President/CEO | 38.00 | 2.00 | Yes (X) | Yes (X) | $56,324 | $102,008 | $106,248 | ||
| Jennifer Christy | |||||||||
| Chair | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bruce Balfe | |||||||||
| Secretary/Treasurer | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Scort Christy | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Maureen Farrell | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janice Maloney | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Marx | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Keith Reed | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jane Wuellner | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Vera Lampe | |||||||||
| Administrator | 40.00 | 0.00 | $136,144 | $0 | $2,500 | Yes (X) | |||
| Renee Bellew | |||||||||
| Dir. of Sales and Marketing | 40.00 | 0.00 | $141,781 | $0 | $22,709 | Yes (X) | |||
| Stephen Dahl | |||||||||
| Former Ex-Officio/CEO | 0.00 | 2.00 | $0 | $157,500 | $123 | Yes (X) | |||
| Wolfgang Mayer | |||||||||
| Former CFO/COO | 0.00 | 0.00 | $0 | $274,997 | $36,621 | Yes (X) | |||
| James Gregory | |||||||||
| Former Corporate Controller | 0.00 | 0.00 | $0 | $109,439 | $8,294 | Yes (X) | |||
| Joseph Chandy | |||||||||
| Former Administrator | 0.00 | 0.00 | $0 | $148,503 | $948 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $334,249 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $792,447 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,443 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Gordon Food Service | |||||
| PO Box 88029 | Chicago | IL | 60680 | Catering | $581,094 |
| RSM US LLP | |||||
| 30 S Wacker Drive Suite 3300 | Chicago | IL | 60606 | Audit | $113,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $32,782 | AllOtherContributionsAmt |
| Total Contributions | $32,782 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Resident Fees | 900099 | $5,208,012 | $5,208,012 |
| Patient Service Revenu | 900099 | $1,328,385 | $1,328,385 |
| Resident Services | 900099 | $91,345 | $91,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,627,742 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,795 | TotalRevenueColumnAmt |
| Exclusion | $33,795 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83 | TotalRevenueColumnAmt |
| Exclusion | $83 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $83 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,694,402 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,627,742 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,878 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,196 | TotalAmt |
| Program Services | $142,647 | ProgramServicesAmt |
| Management And General | $47,549 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,959,950 | TotalAmt |
| Program Services | $2,219,962 | ProgramServicesAmt |
| Management And General | $739,988 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,734 | TotalAmt |
| Program Services | $246,964 | ProgramServicesAmt |
| Management And General | $107,770 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,947 | TotalAmt |
| Program Services | $164,210 | ProgramServicesAmt |
| Management And General | $54,737 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,510 | TotalAmt |
| Management And General | $4,510 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,714 | TotalAmt |
| Management And General | $75,714 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,713 | TotalAmt |
| Program Services | $415,762 | ProgramServicesAmt |
| Management And General | $168,951 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,444 | TotalAmt |
| Program Services | $44,582 | ProgramServicesAmt |
| Management And General | $14,862 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,906 | TotalAmt |
| Program Services | $191,179 | ProgramServicesAmt |
| Management And General | $63,727 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,574 | TotalAmt |
| Program Services | $31,930 | ProgramServicesAmt |
| Management And General | $10,644 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,657 | TotalAmt |
| Program Services | $629,742 | ProgramServicesAmt |
| Management And General | $209,915 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,995 | TotalAmt |
| Program Services | $6,746 | ProgramServicesAmt |
| Management And General | $2,249 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959 | TotalAmt |
| Program Services | $720 | ProgramServicesAmt |
| Management And General | $239 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,853 | TotalAmt |
| Program Services | $4,390 | ProgramServicesAmt |
| Management And General | $1,463 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,467 | TotalAmt |
| Program Services | $1,062,467 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,192 | TotalAmt |
| Program Services | $199,915 | ProgramServicesAmt |
| Management And General | $133,277 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food | $597,545 | $597,545 | |
| Bad Debt Expense | $195,374 | $146,530 | $48,844 |
| Dues and Subscriptions | $47,568 | $35,676 | $11,892 |
| Licenses and Taxes | $4,524 | $3,393 | $1,131 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,961 | TotalAmt |
| Program Services | $54,136 | ProgramServicesAmt |
| Management And General | $70,825 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,966,783 | TotalAmt |
| Program Services | $6,198,496 | ProgramServicesAmt |
| Management And General | $1,768,287 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,000 | BOYAmt |
| EOY | $1,330,390 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,567,862 | BOYAmt |
| EOY | $1,845,938 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,269 | BOYAmt |
| EOY | $110,592 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,706 | BOYAmt |
| EOY | $15,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,529,963 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,942,766 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,239,485 | BOYAmt |
| EOY | $15,587,197 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,567,335 | BOYAmt |
| EOY | $6,191,512 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,298,657 | BOYAmt |
| EOY | $25,081,335 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,143 | BOYAmt |
| EOY | $709,340 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,000 | BOYAmt |
| EOY | $140,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,623,436 | BOYAmt |
| EOY | $39,829,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,443,579 | BOYAmt |
| EOY | $40,679,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$14,152,422 | BOYAmt |
| EOY | -$15,601,533 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $3,580 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$14,144,922 | BOYAmt |
| EOY | -$15,597,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,298,657 | BOYAmt |
| EOY | $25,081,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,272,381 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$180,650 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,782 | CurrentTaxYearAmt |
| Total | $901,474 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,182,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,359,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,587,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,142,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,627,742 | CurrentTaxYearAmt |
| Total | $31,899,418 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,182,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,359,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,922,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,676,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,660,524 | CurrentTaxYearAmt |
| Total | $32,800,892 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,500 | CurrentTaxYearAmt |
| Total | $12,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,500 | CurrentTaxYearAmt |
| Total | $12,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,788,392 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,795 | CurrentTaxYearAmt |
| Total | $134,011 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $68,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,795 | CurrentTaxYearAmt |
| Total | $134,011 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $83 | CurrentTaxYearAmt |
| Total | $83 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,182,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,359,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,990,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,708,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,694,402 | CurrentTaxYearAmt |
| Total | $32,934,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99550 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99660 | PublicSupportPY509Pct |
| Investment Income CY | 0.00410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00320 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,368 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,968 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $167,336 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $151,779 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,589 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $159,368 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $145,028 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,251 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500 | OtherExpendituresAmt |
| End Year Balance | $151,779 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,343 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,510 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $825 | OtherExpendituresAmt |
| End Year Balance | $145,028 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,471 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,447 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,575 | OtherExpendituresAmt |
| End Year Balance | $139,343 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55831 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44169 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,652,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,641,917 | DepreciationAmt |
| Book Value | $11,010,908 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,560,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,300,849 | DepreciationAmt |
| Book Value | $259,869 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,420 | OtherCostOrOtherBasisAmt |
| Book Value | $16,420 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,587,197 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets Limited as to Use | $2,602,908 |
| Due from Affiliated Entities | $3,588,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,191,512 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliated Entities | $3,598,467 |
| Refundable Entrance Fees | $36,131,481 |
| Litigation Reserve | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,829,948 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | To provide stipends to seminary students learning at Bethany about ministry with older adults. |
| Part X, Line 2: | Bethany North Suburban Group is exempt from income taxes on income from related activities under Section 501(c)(3) of the Internal Revenue Code (the Code) and corresponding state tax law. Income earned in furtherance of the Group's tax-exempt purpose is exempt from federal and state income taxes. The Code provides for taxation of unrelated business income under certain circumstances. The Group has no material unrelated business income; however, such status is subject to final determination upon examination of the related income tax returns by the appropriate taxing authority. Accordingly, no provision has been made for federal or state income taxes. Under Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Subtopic 740, Income Taxes, the Group must recognize the tax benefit from an uncertain tax position only if it is "more-likely-than-not" that the tax position will be sustained on examination by the applicable taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ASC Subtopic 740-10 also provides guidance of derecognition, classification, interest and penalties on income taxes and accounting in interim periods and requires increased disclosure. There were no uncertain tax positions identified as of September 30, 2022. The Group does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. Tax returns filed by the Group are subject to examination by the Internal Revenue Service (IRS) up to three years from the date the return was filed. The returns no longer subject to examination are for tax years ended before September 30, 2019. The Group recognizes interest and/or penalties, if any, related to income tax matters in income tax expense. The Group did not have any amounts accrued for interest and penalties at September 30, 2022. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wolfgang Mayer | ||||||||||||||
| Former CFO/COO | $0 | $0 | $0 | $0 | $0 | $274,997 | $0 | $0 | $0 | $36,621 | $0 | $311,618 | $0 | $0 |
| Sunny Lopez | ||||||||||||||
| President/CEO | $56,324 | $102,008 | $0 | $0 | $0 | $0 | $0 | $33,480 | $12,500 | $60,268 | $68,824 | $195,756 | $0 | $0 |
| Renee Bellew | ||||||||||||||
| Dir. of Sales and Marketing | $141,781 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,709 | $0 | $164,490 | $0 | $0 | $0 |
| Stephen Dahl | ||||||||||||||
| Former Ex-Officio/CEO | $0 | $31,500 | $0 | $0 | $0 | $126,000 | $0 | $0 | $0 | $123 | $0 | $157,623 | $0 | $0 |
| Joseph Chandy | ||||||||||||||
| Former Administrator | $0 | $0 | $0 | $0 | $0 | $148,503 | $0 | $0 | $0 | $948 | $0 | $149,451 | $0 | $0 |
| James Gregory | ||||||||||||||
| Former Corporate Controller | $0 | $0 | $0 | $0 | $0 | $109,439 | $0 | $0 | $0 | $8,294 | $0 | $117,733 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Sunny Lopez, President, received a housing allowance during the year paid by a related organization, Bethany Methodist Corporation. The item was treated as nontaxable compensation. |
| Part I, Line 3 | The compensation for the President/CEO is determined by a related entity, Bethany Methodist Corporation ("BMC"). BMC's Executive Committee of the Board of Directors determines the compensation by: - Compensation Committee - Compensation Survey or Study - Approval by the Board or Compensation Committee |
| Part I, Line 4a | The following individuals received severance payments from a related organization which were reported as compensation on Part II, column (B)(iii): Stephen Dahl - $126,000 Wolfgang Mayer - $274,997 Joseph Chandy - $148,503 James Gregory - $109,439 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | In fiscal year 2022, the Corporation made the decision to discontinue the Partners in Home Healthcare division and on April 1, 2022, operations were phased out. |
| Form 990, Part VI, Section A, line 1a | The Executive Committee shall include the officers of the Corporation and the CEO/President. The Executive Committee shall have the authority of the Board of Directors between meetings of the Board of Directors. The minutes of the Executive Committee shall become a part of the official record of the Board of Directors. It shall be the duty of the Executive Committee to see that all rules and regulations adopted by the Board of Directors are faithfully executed by committees and administrative officers of the Corporation. The Executive Committee may recommend policies and new rules and regulations to the Board of Directors for their review and acceptance. |
| Form 990, Part VI, Section A, line 6 | The sole member of Bethany North Suburban Group shall be Bethany Methodist Corporation, an Illinois non-for-profit corporation. |
| Form 990, Part VI, Section A, line 7a | Subject to the powers reserved to Bethany Methodist Corporation (BMC), the BNSG Board of Directors governs and manages the affairs of the corporation. The BNSG Board of Directors elects board members from among those persons nominated by its Nominating Committee. At all times, not less than three of the Directors of the Corporation shall be Directors of the BMC Board of Directors. The persons nominated by the Nominating Committee are community, business, civic or religious leaders, or persons with expertise in senior living or health care. |
| Form 990, Part VI, Section A, line 7b | BMC shall have the following rights and powers: - To appoint the CEO/President of the Corporation - To approve all amendments to the Articles of Incorporation and these Bylaws before the same become effective - To approve each annual operating and capital budget and long-range plan of the Corporation before expenditures may be made therefrom, all debt, the appointment of independent auditors, all accounting policies, and all investment guidelines. - To approve all plans of merger, consolidation or voluntary dissolution of the Corporation. - To approve the sale, lease, exchange, mortgage, pledge, or other disposition of more than 10% or $50,000 in value of property and assets of the Corporation in any one year. - To approve the creation of controlled or owned subsidiaries or affiliates of the Corporation. -To approve the Corporation's incurring debt or obligating its assets - To approve the adoption of accounting policy, executive compensation, and fringe benefits - To approve the donation of corporate assets not within an approved budget. |
| Form 990, Part VI, Section B, line 11b | The completed Form 990 is reviewed by management and a copy of the Form 990 is provided to the governing body prior to filing the return with the IRS. |
| Form 990, Part VI, Section B, line 12c | Members of the Board of Directors, Corporate Officers and employees are required to avoid all situations that may, in fact or appearance, present as a conflict of interest. Corporate bylaws require that all actual, potential, direct, apparent, and indirect conflicts be disclosed in full and in writing. An annual, formal, and 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 given issue are required to 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 by the BNSG Executive Committee and the BNSG Leadership Team. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee of the BNSG Board of Directors, led by the Chair of the Board of Directors reviews and approves annual objectives established by the President/CEO and Leadership Team of BNSG. These objectives are presented to the Board on an annual basis for their approval. The top management official's (the President/CEO) salary was determined after examination of comparability data and ensuring that compensation was granted in compliance with regulatory and ethical standards as well as industry norms. Recommendations for compensation are reviewed on an annual basis and adjusted in accordance with job expectations and successful completion of agreed upon goals and objectives. Led by the President/CEO, key employees establish annual line-of-site goals and objectives aligned with the goals and objectives approved on an annual basis for the President/CEO by the Board of Directors. The Human Resources Department is responsible for examining comparability data and ensuring that compensation is granted in compliance with regulatory and ethical standards as well as industry norms. Salary ranges are established and approved by the Board of Directors through the budget process. Recommendations for compensation are reviewed on an annual basis and adjusted in accordance with job expectations and successful completion of agreed upon goals and objectives. |
| Form 990, Part VI, Section C, line 19 | These documents are available to the general public as provided for under the respective federal regulations. |
| Form 990, Part XI, line 9: | Loss on Impairment on Operating License -180,650. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bethany Methodist Corporation | |||||||||||
| 2601 Chestnut Avenue Suite 3310 | Glenview | IL | 60026 | 363478324 | Corporate Office | IL | 501(c)(3) | Line 12c, III-FI | N/A | 0 | |
| Bethany Homes and Methodist Hospital | |||||||||||
| 2601 Chestnut Avenue Suite 3310 | Glenview | IL | 60026 | 362012788 | Health Care Provider | IL | 501(c)(3) | Line 10 | Yes (1) | Bethany Methodist Corporation | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |