ABLELIGHT INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ABLELIGHT INC (EIN 39-0806446)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-15
- IRS object ID
- 202121969349302602
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-15T16:43:05-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHESDA LUTHERAN COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 9202613050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOFFMANN DRIVE | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN SAVOIE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9202613050 | PhoneNum |
| Signature | 2021-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2021-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR MICHAEL THIRTLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOFFMANN DRIVE | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $116,620,535 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETHESDALC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1903 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3300 | TotalEmployeeCnt |
| Total Volunteers | 790 | TotalVolunteersCnt |
| Total Gross UBI | $147,266 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,240 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,700,836 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,036,756 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,184,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $95,361,568 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$206,316 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,474,768 | CYInvestmentIncomeAmt |
| PY Other Revenue | $968,854 | PYOtherRevenueAmt |
| CY Other Revenue | $932,171 | CYOtherRevenueAmt |
| PY Total Revenue | $103,648,163 | PYTotalRevenueAmt |
| CY Total Revenue | $113,805,263 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,369 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,976 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $90,332,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $92,782,348 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $935,168 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $431,073 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,275,508 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,686,263 | PYOtherExpensesAmt |
| CY Other Expenses | $36,744,355 | CYOtherExpensesAmt |
| PY Total Expenses | $129,014,595 | PYTotalExpensesAmt |
| CY Total Expenses | $130,000,752 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$25,366,432 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,195,489 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $180,401,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $179,161,077 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,504,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,577,894 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,897,594 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $101,583,183 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH SERVICES THAT SHARE THE GOOD NEWS OF JESUS CHRIST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $110,252,858 | ExpenseAmt |
| Grant | $42,976 | GrantAmt |
| Revenue | $96,086,002 | RevenueAmt |
| Desc | BETHESDA PROVIDES HIGH QUALITY, INNOVATIVE SERVICES FOR NEARLY 1,500 PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ACROSS 13 STATES. THESE SERVICES ARE INTENDED TO MEET THE NEEDS OF THE WHOLE PERSON AND PROMOTE THEIR ABILITY TO LIVE AS INDEPENDENTLY AS POSSIBLE. BETHESDA PROVIDES SAFE AND LOVING HOMES, INCLUDING TRADITIONAL GROUP HOMES, WITH CARE PROVIDED BY DIRECT SUPPORT PROFESSIONALS, SOME OF WHOM HAVE BEEN NATIONALLY RECOGNIZED BY ANCOR FOR THEIR DEDICATION. BETHESDA IS GROWING ITS HOST HOME/FAMILY LIVING HOME OPERATIONS, WHICH MATCH AN INDIVIDUAL, COUPLE OR FAMILY WITH A PERSON WHO HAS A DISABILITY. A NEW RESIDENTIAL CONCEPT, BETHESDA CORNERSTONE VILLAGE, RECENTLY OPENED IN MINNESOTA AND IS EXPANDING ACROSS THE COUNTRY. CORNERSTONE VILLAGE IS AN APARTMENT COMMUNITY THAT WELCOMES PEOPLE WITH DISABILITIES AND OTHERS OF ALL ABILITIES, BUILT WITH THE LATEST TECHNOLOGY TO ENABLE INDEPENDENT LIVING AND OFFERING ONSITE PROGRAMMING TO HELP PEOPLE STAY ACTIVE AND FEEL INCLUDED. EMPLOYMENT SERVICES PREPARE PEOPLE WITH DISABILITIES TO ATTAIN AND HOLD A MEANINGFUL JOB, AND THESE SERVICES TAKE MANY FORMS, INCLUDING COACHING BY BETHESDA STAFF AND COMMUNITY PARTNERSHIPS. IN COLLABORATION WITH CONCORDIA UNIVERSITY WISCONSIN, BETHESDA OFFERS A TWO-YEAR PROGRAM, BETHESDA COLLEGE, THAT OFFERS LIFE, EMPLOYMENT AND LEARNING SKILLS. FOR FAMILIES STRUGGLING WITH A LOVED ONE'S BEHAVIORAL CHALLENGES, BETHESDA OFFERS THERAPISTS THROUGH ITS BEHAVIORAL SUPPORTS PROGRAM TO PROVIDE EXPERTISE AND SOLUTIONS. FINANCIAL SERVICES AVAILABLE THROUGH BETHESDA ALLOW PEOPLE WITH DISABILITIES AND THEIR FAMILIES TO EFFECTIVELY MANAGE RESOURCES TO ENSURE THE BEST POSSIBLE FINANCIAL OUTCOMES. BETHESDA OPERATES AN INNOVATION LAB IN MILWAUKEE, WISCONSIN, WHICH SERVES AS A TECHNOLOGY HUB THAT BRINGS TOGETHER INTERNAL AND EXTERNAL PARTNERS, INCLUDING UNIVERSITY RESEARCHERS, TO CREATE AND REFINE INNOVATE SOLUTIONS TO PROMOTE SAFETY, SECURITY AND INDEPENDENCE FOR PEOPLE WITH DISABILITIES. AS A CHRISTIAN ORGANIZATION, BETHESDA PROVIDES DEVOTIONAL RESOURCES, DISABILITY AWARENESS MATERIALS, AND ADAPTIVE COMMUNICATION PIECES TO INDIVIDUALS AND CONGREGATIONS. BETHESDA RELIES ON AN ACTIVE CORPS OF VOLUNTEERS, INCLUDING THE 3,000 MEMBERS OF THE BETHESDA AUXILIARY, TO EXTEND ITS REACH. BETHESDA OPERATES 13 THRIFT SHOPS IN SIX STATES THAT GENERATE REVENUE TO HELP SUPPORT PEOPLE WITH DISABILITIES. THE STORES, STAFFED BY EMPLOYEES AND VOLUNTEERS, PROVIDE AFFORDABLE SHOPPING OPTIONS TO FAMILIES AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. | Desc |
| Total Program Service Expenses | $110,252,858 | 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 | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 313 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3300 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN SAVOIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9202613050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOFFMANN DRIVE | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| DR MICHAEL THIRTLE | ||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | $569,500 | $0 | $11,367 | ||
| JEFFREY KACZMARSKI | ||||||||
| EVP & VP LEGAL | 39.00 | 1.00 | Yes (X) | $367,281 | $0 | $12,037 | ||
| DAVID GRIEBL CHIEF STRATEGY | ||||||||
| OFFICER AND FORMER CFO | 39.00 | 1.00 | Yes (X) | $281,335 | $0 | $14,350 | ||
| CINDY MOON-MOGUSH CHIEF | ||||||||
| MARKETING & COMMUNICATIONS OFFICER | 39.00 | 1.00 | $274,553 | $0 | $19,849 | Yes (X) | ||
| MICHAEL KLIMKOSKY | ||||||||
| CHIEF INFORMATION OFFICER | 39.00 | 1.00 | $241,398 | $0 | $19,849 | Yes (X) | ||
| JOHN NICKELS | ||||||||
| MAJOR GIFTS OFFICER | 39.00 | 1.00 | $239,813 | $0 | $12,428 | Yes (X) | ||
| SUSAN KAUFMAN | ||||||||
| FORMER VP OPERATIONS | 39.00 | 1.00 | $225,390 | $0 | $26,582 | Yes (X) | ||
| LORENE KING | ||||||||
| VP PHILANTHROPY | 39.00 | 1.00 | $197,596 | $0 | $6,905 | Yes (X) | ||
| BRIAN SAVOIE | ||||||||
| CHIEF FINANCIAL OFFICER | 39.00 | 1.00 | Yes (X) | $53,391 | $0 | $3,305 | ||
| CESAR VILLAPLANDO | ||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| REV JAY DEBEIR | ||||||||
| VICE CHAIRMAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CATHERINE BRONDOS | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RANDALL ODZER | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAREN CARTER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TIFFANY MANOR | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MALCOLM CONNER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JIM RYMARCSUK | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ARDIS LOEBER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTINE TRICOLI | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ELLEN TRYTEK | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LARRY TYLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN WIKTOR | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR VIRGINIA MILLER FORMER | ||||||||
| CHAIRMAN TENURE ENDING NOVEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,450,257 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $126,672 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EM WEST LLC IN YOUR HOME | |||||
| 16868 SW 65TH AVE STE 332 | LAKE OSWEGO | OR | 97035 | CONTRACTED MAINTENANCE | $446,673 |
| BRIXMOR OPERATING PARTNERSHIP LP | |||||
| PO BOX 645349 | CINCINNATI | OH | 45264 | RENT | $407,089 |
| RELIAS LLC | |||||
| PO BOX 74008620 | CHICAGO | IL | 60674 | TRAINNING SOFTWARE | $386,219 |
| OGLETREE DEAKINS NASH SMOAK | |||||
| PO BOX 89 | COLUMBIA | SC | 29202 | LEGAL SERVICES | $298,057 |
| THERAP SERVICES LLC | |||||
| 562 WATERTOWN AVE STE 3 | WATERBURY | CT | 06708 | CLIENT CARE MANAGEMENT | $287,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $295 | MembershipDuesAmt |
| All Other Contributions | $15,036,461 | AllOtherContributionsAmt |
| Noncash Contributions | $5,090,199 | NoncashContributionsAmt |
| Total Contributions | $15,036,756 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE/MEDICAID PAYMENTS | 623990 | $87,283,046 | $87,283,046 |
| PRIVATE CLIENT CARE REVENUE | 623990 | $8,078,522 | $8,078,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $95,361,568 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $360,808 | TotalRevenueColumnAmt |
| Exclusion | $360,808 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $224,527 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $164,056 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $60,471 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,471 | TotalRevenueColumnAmt |
| Exclusion | $60,471 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,468,254 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,354,294 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,113,960 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,113,960 | TotalRevenueColumnAmt |
| Exclusion | $2,113,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $444,188 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $296,922 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,266 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $147,266 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $724,434 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $724,434 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $724,434 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,805,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,086,002 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $147,266 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,535,239 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,976 | TotalAmt |
| Program Services | $42,976 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,260 | TotalAmt |
| Program Services | $308,516 | ProgramServicesAmt |
| Management And General | $1,233,337 | ManagementAndGeneralAmt |
| Fundraising | $123,407 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,553,573 | TotalAmt |
| Program Services | $65,929,756 | ProgramServicesAmt |
| Management And General | $9,037,216 | ManagementAndGeneralAmt |
| Fundraising | $1,586,601 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$992,488 | TotalAmt |
| Program Services | $1,438,191 | ProgramServicesAmt |
| Management And General | -$2,467,724 | ManagementAndGeneralAmt |
| Fundraising | $37,045 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,511,014 | TotalAmt |
| Program Services | $8,075,774 | ProgramServicesAmt |
| Management And General | $1,274,006 | ManagementAndGeneralAmt |
| Fundraising | $161,234 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,044,989 | TotalAmt |
| Program Services | $5,195,860 | ProgramServicesAmt |
| Management And General | $736,474 | ManagementAndGeneralAmt |
| Fundraising | $112,655 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,006 | TotalAmt |
| Program Services | $2,337 | ProgramServicesAmt |
| Management And General | $1,193,349 | ManagementAndGeneralAmt |
| Fundraising | $320 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,883 | TotalAmt |
| Management And General | $135,883 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,073 | TotalAmt |
| Fundraising | $431,073 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,600 | TotalAmt |
| Management And General | $7,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,096,664 | TotalAmt |
| Program Services | $5,706,806 | ProgramServicesAmt |
| Management And General | $1,006,288 | ManagementAndGeneralAmt |
| Fundraising | $383,570 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,882 | TotalAmt |
| Program Services | $37,915 | ProgramServicesAmt |
| Management And General | $29,939 | ManagementAndGeneralAmt |
| Fundraising | $7,028 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,443,379 | TotalAmt |
| Program Services | $1,704,523 | ProgramServicesAmt |
| Management And General | $526,750 | ManagementAndGeneralAmt |
| Fundraising | $212,106 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,394,007 | TotalAmt |
| Program Services | $2,944,664 | ProgramServicesAmt |
| Management And General | $415,897 | ManagementAndGeneralAmt |
| Fundraising | $33,446 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,919,088 | TotalAmt |
| Program Services | $5,274,538 | ProgramServicesAmt |
| Management And General | $634,229 | ManagementAndGeneralAmt |
| Fundraising | $10,321 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900,647 | TotalAmt |
| Program Services | $1,466,699 | ProgramServicesAmt |
| Management And General | $320,396 | ManagementAndGeneralAmt |
| Fundraising | $113,552 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,788 | TotalAmt |
| Program Services | $75,285 | ProgramServicesAmt |
| Management And General | $26,491 | ManagementAndGeneralAmt |
| Fundraising | $9,012 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,640 | TotalAmt |
| Management And General | $710,640 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,153,697 | TotalAmt |
| Program Services | $3,625,386 | ProgramServicesAmt |
| Management And General | $525,718 | ManagementAndGeneralAmt |
| Fundraising | $2,593 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,105,103 | TotalAmt |
| Program Services | $1,872,562 | ProgramServicesAmt |
| Management And General | $217,232 | ManagementAndGeneralAmt |
| Fundraising | $15,309 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITY & MAINT SUPPLI | $2,894,482 | $2,609,986 | $283,755 | $741 |
| DIETARY SUPPLIES | $1,717,486 | $1,717,486 | $0 | $0 |
| OTHER CLIENT SER/RECRUI | $1,417,673 | $622,529 | $786,627 | $8,517 |
| MEDICAID ASSESSMENT FEE | $1,192,623 | $1,192,623 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,707 | TotalAmt |
| Program Services | $408,446 | ProgramServicesAmt |
| Management And General | -$161,717 | ManagementAndGeneralAmt |
| Fundraising | $26,978 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,000,752 | TotalAmt |
| Program Services | $110,252,858 | ProgramServicesAmt |
| Management And General | $16,472,386 | ManagementAndGeneralAmt |
| Fundraising | $3,275,508 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,648 | BOYAmt |
| EOY | $5,495,746 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,994 | BOYAmt |
| EOY | $2,100,744 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,461,473 | BOYAmt |
| EOY | $8,413,251 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,730 | BOYAmt |
| EOY | $792,065 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,101,959 | BOYAmt |
| EOY | $1,744,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $129,158,366 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,541,387 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,450,562 | BOYAmt |
| EOY | $65,616,979 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,803,209 | BOYAmt |
| EOY | $3,537,461 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,571,327 | BOYAmt |
| EOY | $91,460,774 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,401,902 | BOYAmt |
| EOY | $179,161,077 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,292,825 | BOYAmt |
| EOY | $35,498,253 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,365,373 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,000,773 | BOYAmt |
| EOY | $35,273,843 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,210,710 | BOYAmt |
| EOY | $5,440,425 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,504,308 | BOYAmt |
| EOY | $77,577,894 | 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 | $92,607,859 | BOYAmt |
| EOY | $89,500,276 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,289,735 | BOYAmt |
| EOY | $12,082,907 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,897,594 | BOYAmt |
| EOY | $101,583,183 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,401,902 | BOYAmt |
| EOY | $179,161,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$16,195,489 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $11,881,078 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $13,503,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,444,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,126,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,700,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,036,756 | CurrentTaxYearAmt |
| Total | $76,811,702 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,150,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,350,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,121,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,184,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,361,568 | CurrentTaxYearAmt |
| Total | $491,169,139 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,653,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,795,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,247,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,885,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,398,324 | CurrentTaxYearAmt |
| Total | $567,980,841 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,512,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,428,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,238,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,536,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,113,804 | CurrentTaxYearAmt |
| Total | $10,829,762 | 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 Minus4 Years | $1,512,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,428,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,238,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,536,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,113,804 | CurrentTaxYearAmt |
| Total | $10,829,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $557,151,079 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $525,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $585,335 | CurrentTaxYearAmt |
| Total | $2,471,511 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $525,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $585,335 | CurrentTaxYearAmt |
| Total | $2,471,511 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $391,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $325,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,266 | CurrentTaxYearAmt |
| Total | $1,318,356 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,492,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $833,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $756,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $681,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $724,434 | CurrentTaxYearAmt |
| Total | $4,488,733 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,062,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,366,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,819,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,155,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,855,359 | CurrentTaxYearAmt |
| Total | $576,259,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96680 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96360 | PublicSupportPY509Pct |
| Investment Income CY | 0.00430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2015 AMOUNT: $ 1,425,686. 2016 AMOUNT: $ 808,569. 2017 AMOUNT: $ 756,829. 2018 AMOUNT: $ 681,396. 2019 AMOUNT: $ 658,190. EDUCATIONAL RESOURCE SALES - 2015 AMOUNT: $ 66,645. 2016 AMOUNT: $ 25,174. DEVELOPER FEE REVENUE - 2019 AMOUNT: $ 66,244. | ExplanationTxt |
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 | $1,771,829 | BeginningYearBalanceAmt |
| End Year Balance | $1,771,829 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,829 | BeginningYearBalanceAmt |
| End Year Balance | $1,771,829 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,829 | BeginningYearBalanceAmt |
| End Year Balance | $1,771,829 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,829 | BeginningYearBalanceAmt |
| End Year Balance | $1,771,829 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,829 | BeginningYearBalanceAmt |
| End Year Balance | $1,771,829 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,209,149 | OtherCostOrOtherBasisAmt |
| Book Value | $9,209,149 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,802,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,410,390 | DepreciationAmt |
| Book Value | $36,391,964 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $962,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $614,013 | DepreciationAmt |
| Book Value | $348,490 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,075,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,845,062 | DepreciationAmt |
| Book Value | $2,230,830 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,108,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,671,922 | DepreciationAmt |
| Book Value | $17,436,546 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,616,979 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN NET ASSETS OF BLF, HUDS, BCV | $80,488,223 |
| BENEFICIAL INTEREST IN SIA PIF | $4,101,820 |
| FUNDS HELD ON BEHALF OF CLIENTS | $2,265,878 |
| OTHER MISCELLANEOUS RECEIVABLES | $4,596,540 |
| ESCROW DEPOSITS | $8,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $91,460,774 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO BENEFICIARIES UNDER SIA ANNUITIES | $1,694,704 |
| FUNDS HELD ON BEHALF OF CLIENTS | $1,716,656 |
| OTHER LONG TERM LIABILITIES | $1,201,396 |
| CAPITAL LEASE LONG-TERM LIABILITIES | $827,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,440,425 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF A PORTION OF BETHESDA'S PROGRAMS WHICH WERE FORMERLY THE PROGRAMS OF GOOD SHEPHERD LUTHERAN HOME OF THE WEST. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ONE & ALL | ||||||||
| 2 N LAKE STE 600 | PASADENA | CA | 91101 | CONSULT & EXECUTE BETHESDA'S DIRECT MAIL & DIGITAL FUNDRAISI | 0 | $657,301 | $310,591 | $346,710 |
| MAILING SERVICES OF PITTSBURGH INC DBA TRUE SENSE MARKETING | ||||||||
| 502 KEYSTONE DRIVE | WARRENDALE | PA | 15086 | CONSULT & EXECUTE BETHESDA'S DIRECT MAIL FUNDRAISING APPEALS | 0 | $424,037 | $120,482 | $303,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,081,338 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $431,073 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $650,265 | TotalNetToOrganizationAmt |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP - STUDENTS | 12 | $36,000 |
| SCHOLARSHIP - EMPLOYEE | 11 | $6,976 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS FOR INDIVIDUAL STUDENTS: THE SCHOLARSHIP FUNDS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION OF THE STUDENT AND APPLIED TOWARD THEIR TUITION COSTS. SCHOLARSHIPS FOR EMPLOYEES: THE SCHOLARSHIP IS AWARDED UPON VERIFICATION OF SUCCESSFUL COMPLETION OF THE COURSE. ALL RECIPIENTS AGREE TO REMAIN EMPLOYED WITH THE ORGANIZATION FOR ONE YEAR AFTER RECEIPT OF THE SCHOLARSHIP. IF THE RECIPIENT TERMINATES EMPLOYMENT BEFORE ONE YEAR IS COMPLETE, THE RECIPIENT AGREES TO RETURN A PRORATED PORTION OF THE SCHOLARSHIP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MICHAEL THIRTLE | ||||||||||||||
| PRESIDENT & CEO | $418,000 | $0 | $151,500 | $0 | $0 | $0 | $0 | $0 | $11,367 | $0 | $580,867 | $0 | $0 | $0 |
| JEFFREY KACZMARSKI | ||||||||||||||
| EVP & VP LEGAL | $336,281 | $0 | $31,000 | $0 | $0 | $0 | $0 | $0 | $12,037 | $0 | $379,318 | $0 | $0 | $0 |
| DAVID GRIEBL CHIEF STRATEGY | ||||||||||||||
| OFFICER AND FORMER CFO | $253,335 | $0 | $28,000 | $0 | $0 | $0 | $0 | $0 | $14,350 | $0 | $295,685 | $0 | $0 | $0 |
| CINDY MOON-MOGUSH CHIEF | ||||||||||||||
| MARKETING & COMMUNICATIONS OFFICER | $251,553 | $0 | $23,000 | $0 | $0 | $0 | $0 | $0 | $19,849 | $0 | $294,402 | $0 | $0 | $0 |
| MICHAEL KLIMKOSKY | ||||||||||||||
| CHIEF INFORMATION OFFICER | $221,398 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $19,849 | $0 | $261,247 | $0 | $0 | $0 |
| JOHN NICKELS | ||||||||||||||
| MAJOR GIFTS OFFICER | $193,570 | $0 | $0 | $0 | $46,243 | $0 | $0 | $0 | $12,428 | $0 | $252,241 | $0 | $0 | $0 |
| SUSAN KAUFMAN | ||||||||||||||
| FORMER VP OPERATIONS | $182,235 | $0 | $17,000 | $0 | $26,155 | $0 | $0 | $0 | $26,582 | $0 | $251,972 | $0 | $0 | $0 |
| LORENE KING | ||||||||||||||
| VP PHILANTHROPY | $177,596 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $6,905 | $0 | $204,501 | $0 | $0 | $0 |
| BRIAN SAVOIE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $52,391 | $0 | $1,000 | $0 | $0 | $0 | $0 | $0 | $3,305 | $0 | $56,696 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE SERVES AS A COMPENSATION COMMITTEE WITH THE DUTY TO REVIEW AND MAKE FINDINGS AS TO THE REASONABLENESS OF (I) THE COMPENSATION PAID AND BENEFITS PROVIDED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, AND (II) THE RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS FOR THE EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICERS, CHIEF OPERATIONS OFFICER, VICE PRESIDENT OF OPERATIONS AND ALL OTHER PERSONS WHOM IT DETERMINES TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE CORPORATION WITHIN THE MEANING OF SECTION 4958 OF THE INTERNAL REVENUE CODE ("DISQUALIFIED PERSONS"). IN DOING SO IT (1) IDENTIFIES ALL DISQUALIFIED PERSONS; (2) PERIODICALLY (AT LEAST IN EVERY ODD-NUMBER YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE COMPENSATION AND BENEFIT LEVELS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER; (3) PERIODICALLY (AT LEAST EVERY ODD-NUMBERED YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE RECOMMENDATIONS OF THE VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS OF OTHER DISQUALIFIED PERSONS; (4) CONSIDERS ALL INCENTIVES, PERQUISITES, DEFERRED COMPENSATION AND ANYTHING OF VALUE WHEN CONSIDERING THE REASONABLENESS OF COMPENSATION OR BENEFIT LEVELS; (5) OBTAINS FROM SOURCES OUTSIDE THE CORPORATION OBJECTIVE, MARKET COMPARABLE COMPENSATION AND BENEFIT LEVEL DATA; (6) DOCUMENTS ITS CONSIDERATIONS AND DETERMINATIONS IN WRITTEN REPORTS; AND (7) AT LEAST ANNUALLY REPORT ITS ACTIVITIES AND FINDINGS TO THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,090,199 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,005 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | BETHESDA USES A BROKERAGE FIRM TO SELL ALL GIFTS OF DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | BETHESDA IS A NONPROFIT, CHRISTIAN ORGANIZATION THAT PROVIDES INDUSTRY-LEADING SUPPORTS AND SERVICES TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ACROSS THE U.S. BETHESDA FOCUSES ITS EFFORTS ON FIVE SPECIFIC AREAS: SAFE AND LOVING HOMES, FINANCIAL SECURITY, INNOVATION AND TECHNOLOGY, FAITH AND COMMUNITY CONNECTION, AND INDEPENDENCE AND WELL-BEING. TOGETHER, THESE SERVICES MEET THE NEEDS OF THE WHOLE PERSON. BETHESDA BELIEVES THE WORLD SHINES BRIGHTER WHEN PEOPLE WITH DISABILITIES ACHIEVE THEIR FULL POTENTIAL. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ARTICLES OF INCORPORATION OF BETHESDA LUTHERAN COMMUNITIES, INC. (THE "CORPORATION") PROVIDES FOR BOTH INDIVIDUAL AND CONGREGATIONAL MEMBERSHIPS. ANY INDIVIDUAL WHO IS A COMUNICANT MEMBER OF A CONGREGATION AFFILIATED WITH THE LUTHERAN CHURCH- MISSOURI SYNOD, THE WISCONSIN EVANGELICAL LUTHERAN SYNOD, OR THE EVANGELICAL LUTHERAN SYNOD MAY BECOME A MEMBER OF THE CORPORATION UPON APPLICATION AND PAYMENT OF MEMBERSHIP DUES AS FIXED IN THE BYLAWS. ANY INDIVIDUAL MEMBER OF THE CORPORATION AS DESCRIBED ABOVE WHO SHALL NOT BE MORE THAN SIX (6) MONTHS IN ARREARS IN DUES AND SHALL HAVE ATTAINED THE AGE OF EIGHTEEN (18) SHALL BE ELEGIBLE TO VOTE; AND ANY VOTING MEMBER WHO SHALL HAVE ATTAINED THE AGE OF TWENTY-FIVE (25) SHALL BE ELEGIBLE TO BE ELECTED AS A DIRECTOR OF THE CORPORATION. ANY CONGREGATION AFFILIATED WITH THE LUTHERAN CHURCH - MISSOURI SYNOD, THE WISCONSIN EVANGELICAL LUTHERAN SYNOD, OR THE EVANGELICAL LUTHERAN SYNOD MAY HOLD A BETHESDA LUTHERAN COMMUNITIES, INC. CONGREGATIONAL MEMBERSHIP IN THE CORPORATION UPON APPLICATION AND PAYMENT OF CONGREGATIONAL MEMBERSHIP DUES AS FIXED IN THE BYLAWS; A MEMBER CONGREGATION MAY BE REPRESENTED AT THE CORPORATION MEETING BY ONE (1) ELECTED REPRESENTATIVE. ANY CONGREGATION WHICH IS NOT MORE THAN SIX (6) MONTHS IN ARREARS IN DUES SHALL BE ENTITLED TO HAVE ITS REPRESENTATIVE VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE NARRATIVE FOR FORM 990, PART VI, SECTION A, LINE 6. |
| FORM 990, PART VI, SECTION A, LINE 7B | BETHESDA LUTHERAN COMMUNITIES, INC. ("BETHESDA") MEMBERS HAVE THE FOLLOWING POLITICAL RIGHTS IN BETHESDA: MEMBERS HAVE THE RIGHT TO VOTE IN DIRECTOR ELECTIONS; ANY SUBSTANTIVE AMENDMENTS TO BETHESDA'S ARTICLES OF INCORPORATION MUST BE APPROVED BY ITS MEMBERSHIP, WIS. STAT. SECTION 181.1002 & .1003; BETHESDA MEMBERS MAY COMPEL A SPECIAL MEETING OF THE MEMBERSHIP, IF REQUESTED BY 25 MEMBERS; EVERY DIRECTOR IS REQUIRED TO BE A MEMBER IN GOOD STANDING; AND BETHESDA MEMBERS MAY AMEND THE BYLAWS AT A REGULAR ANNUAL OR SPECIAL MEMBERSHIP MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY STAFF AND REVIEWED AND APPROVED BY THE CHIEF FINANCIAL OFFICER. THE FORM 990 WAS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH NOVEMBER, EVERY DIRECTOR IS REQUIRED TO ASSESS THE POTENTIAL FOR ANY CONFLICTS OF INTEREST AND SIGN A FORM THAT DISCLOSES WHETHER THE BETHESDA LUTHERAN COMMUNITIES, INC. DIRECTOR HAS ANY POTENTIAL CONFLICTS OF INTEREST. THE ORGANIZATION'S COMPLIANCE AND RISK MANAGEMENT TEAM AUDITS WHETHER EVERY DIRECTOR HAS SUBMITTED A SIGNED CONFLICTS OF INTEREST DISCLOSURE FORM, AND ENSURES THAT THIS IS DONE ANNUALLY FOR EVERY DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE SERVES AS A COMPENSATION COMMITTEE WITH THE DUTY TO REVIEW AND MAKE FINDINGS AS TO THE REASONABLENESS OF (I) THE COMPENSATION PAID AND BENEFITS PROVIDED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, AND (II) THE RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS FOR THE EXECUTIVE VICE PRESIDENT, THE CFO, THE COO AND ALL OTHER PERSONS WHOM IT DETERMINES TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE CORPORATION WITHIN THE MEANING OF SECTION 4958 OF THE INTERNAL REVENUE CODE ("DISQUALIFIED PERSONS"). IN DOING SO IT (1) IDENTIFIES ALL DISQUALIFIED PERSONS; (2) PERIODICALLY (AT LEAST IN EVERY ODD-NUMBER YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE COMPENSATION AND BENEFIT LEVELS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER; (3) PERIODICALLY (AT LEAST IN EVERY ODD-NUMBER YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS OF OTHER DISQUALIFIED PERSONS; (4) CONSIDERS ALL INCENTIVES, PERQUISITES, DEFERRED COMPENSATION AND ANYTHING OF VALUE WHEN CONSIDERING THE REASONABLENESS OF COMPENSATION OR BENEFIT LEVELS; (5) OBTAINS FROM SOURCES OUTSIDE THE CORPORATION OBJECTIVE, MARKET COMPARABLE COMPENSATION AND BENEFIT LEVEL DATA; (6) DOCUMENTS ITS CONSIDERATIONS AND DETERMINATIONS IN WRITTEN REPORTS; AND (7) AT LEAST ANNUALLY REPORT ITS ACTIVITIES AND FINDINGS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CORPORATION'S GOVERNING DOCUMENTS INCLUDING CONFLICTS OF INTEREST POLICY, 990 TAX RETURNS AND CURRENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S PUBLIC WEB SITE (HTTP://BETHESDALUTHERANCOMMUNITIES.ORG) AND TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS OF FOUNDATION, HUD COMPANIES AND CORNER (UNRESTRICTED) -15,759,689. CHANGE IN NET ASSETS OF FOUNDATION (RESTRICTED) -655,143. ACTUARIAL CHANGE IN SPLIT INTEREST AGREEMENTS (UNRESTRICTED) -141,516. RESTRICTED INVESTMENT INCOME 30,745. ADJUSTMENT TO UNFUNDED PENSION LIABILITY 2,217,943. TRANSFER OF ASSETS FROM FOUNDATION 26,188,738. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BETHESDA CORNERSTONE VILLAGE LLC | |||||||||
| 600 HOFFMANN DR | WATERTOWN | WI | 53094 | 841730106 | DEVELOP AND LEASE REAL ESTATE | WI | $55,910 | $2,246,609 | BETHESDA LUTHERAN |
| BETHESDA CORNERSTONE VILLAGE VICTORIA LLC | |||||||||
| 600 HOFFMANN DR | WATERTOWN | WI | 53094 | 834717277 | REAL ESTATE DEVELOPMENT | WI | $95,469 | $17,112,367 | BETHESDA LUTHERAN |
| BETHESDA CORNERSTONE VILLAGE NP MN INC | |||||||||
| 1600 ARBORETUM BLVD | VICTORIA | MN | 55386 | 851913609 | TO FOSTER THE DEVELOPMENT, REHABILITATION AND | MN | $0 | $0 | BETHESDA LUTHERAN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BETHESDA LUTHERAN FOUNDATION INC | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 391336413 | RAISE FUNDS FOR BETHESDA LUTHERAN COMMUNITIES, INC. | WI | 501(C)(3) | 11, TYPE I | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| FAITH VILLAGE INC (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 480919671 | LOW INCOME HOUSING | KS | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| FAITH VILLAGE IV INC (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 481066940 | LOW INCOME HOUSING | KS | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| GOOD SHEPHERD OF COLORADO I (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 742676369 | LOW INCOME HOUSING | CO | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| CREATING POSSIBILITIES INC (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 841261170 | LOW INCOME HOUSING | CO | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| GOOD SHEPHERD OF WASHINGTON (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 911323920 | LOW INCOME HOUSING | WA | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| GOOD SHEPHERD OF WASHINGTON II (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 911369875 | LOW INCOME HOUSING | WA | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| GOOD SHEPHERD CORPORATION OF OREGON (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 943043530 | LOW INCOME HOUSING | OR | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| OREGON GOOD SHEPHERD LUTHERAN HOME INC (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 943043533 | LOW INCOME HOUSING | OR | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| GOOD SHEPHERD RESIDENCE INC (HUD) | ||||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | 942576886 | LOW INCOME HOUSING | CA | 501(C)(3) | 9 | BETHESDA LUTHERAN COMMUNITIES INC | Yes (1) |
| 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 | Yes (1) | 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 | 0 | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHESDA LUTHERAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $26,188,738 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFER | MethodOfAmountDeterminationTxt |