Civic Intelligence

Norwood Life Care Foundation- B

990 • Fiscal year 2014 • EIN 36-3558526

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 05, 2015

Organization ProfileWWW.BETHESDAHOME.COM
2833 N Nordica AveChicago, IL 60634

(773) 622-6144

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

5th percentile

-55%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

17th percentile

-4.8%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$5,370,722

Down $272,816 (-4.8%) from 2013

Net Assets

Down

$5,370,722

Down $272,816 (-4.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin5th percentile

Revenue

Down

$447,298

Down $345,028 (-44%) from 2013

Expenses

Down

$691,688

Down $47,351 (-6.4%) from 2013

Net Income

Down

-$244,390

Down $297,677 (-559%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $5,690,445Liabilities 2010: $0Net Assets 2010: $5,690,4452010Assets 2011: $5,241,301Liabilities 2011: $0Net Assets 2011: $5,241,3012011Assets 2012: $5,208,719Liabilities 2012: $0Net Assets 2012: $5,208,7192012Assets 2013: $5,643,538Liabilities 2013: $0Net Assets 2013: $5,643,5382013Assets 2014: $5,370,722Liabilities 2014: $0Net Assets 2014: $5,370,7222014Assets 2015: $4,512,406Liabilities 2015: $0Net Assets 2015: $4,512,4062015Assets 2016: $3,118,913Liabilities 2016: $0Net Assets 2016: $3,118,9132016Assets 2018: $21,523,291Liabilities 2018: $23,429Net Assets 2018: $21,499,8622018Assets 2019: $22,437,124Liabilities 2019: $49,378Net Assets 2019: $22,387,7462019Assets 2020: $22,135,770Liabilities 2020: $62,815Net Assets 2020: $22,072,9552020Assets 2021: $22,162,712Liabilities 2021: $193,598Net Assets 2021: $21,969,1142021Assets 2022: $21,122,899Liabilities 2022: $2,447,675Net Assets 2022: $18,675,2242022Assets 2023: $19,210,726Liabilities 2023: $21,400Net Assets 2023: $19,189,3262023Assets 2024: $16,572,547Liabilities 2024: $140,663Net Assets 2024: $16,431,8842024

Highlighted filing

2014

Assets$5,370,722
Liabilities$0
Net Assets$5,370,722
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $415,1812010Expenses 2011: $430,6462011Expenses 2012: $429,3152012Revenue 2013: $792,326Expenses 2013: $739,039Net Income 2013: $53,2872013Revenue 2014: $447,298Expenses 2014: $691,688Net Income 2014: -$244,3902014Revenue 2015: $407,696Expenses 2015: $936,752Net Income 2015: -$529,0562015Revenue 2016: $304,633Expenses 2016: $1,632,299Net Income 2016: -$1,327,6662016Revenue 2018: $954,489Expenses 2018: $146,327Net Income 2018: $808,1622018Revenue 2019: $902,221Expenses 2019: $357,943Net Income 2019: $544,2782019Revenue 2020: $1,008,268Expenses 2020: $390,564Net Income 2020: $617,7042020Revenue 2021: $1,060,669Expenses 2021: $312,595Net Income 2021: $748,0742021Revenue 2022: $875,451Expenses 2022: $435,790Net Income 2022: $439,6612022Revenue 2023: $840,635Expenses 2023: $392,996Net Income 2023: $447,6392023Revenue 2024: $968,000Expenses 2024: $378,589Net Income 2024: $589,4112024

Highlighted filing

2014

Revenue$447,298
Expenses$691,688
Net Income-$244,390
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$2,154,448
Mission and Program Overview

Mission

The purpose of the norwood life care foundation is to manage fundraising and investment for the following related not for profit organizations: norwood crossing association, norwood seniors network association, norwood life society, norwegian lutheran bethesda home association, and the norwood park satellite seniors center. These organizations provide services to area seniors in two long term care facilities with a total of 266 licensed beds and 55 assisted living units. In 2021, 35% of the residents at these facilities received free or subsidized care.

The purpose of the bethesda foundation is to provide exclusive support for the norwegian lutheran bethesda home association, a tax-exempt charitable nursing home, and to be a repository for and to invest and manage assets for the benefit of the association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,542,827$5,225,268▼ $317,559
Cash and Non-Interest-Bearing Accounts$93,257$137,811▲ $44,554
Total Assets$5,643,538$5,370,722▼ $272,816
Other Assets Total$7,454$7,643▲ $189
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,643,538$5,370,722▼ $272,816
Total Net Assets Fund Balance$5,643,538$5,370,722▼ $272,816
Total Liabilities and Net Assets / Fund Balance$5,643,538$5,370,722▼ $272,816
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
John KambanisChairman
Jim McclanahanVice Chairman
David HoyemDirector
John StoddenDirector
Amy HendricksenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$447,298
Other Revenue
$0
Change in Net Assets
$-244,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$650,000
Other Expenses$41,688
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$650,000--$650,000
Fees for Service Investment Mgmnt Fees-$41,688-$41,688
Total Functional Expenses$650,000$41,688$0$691,688
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Norwegian Lutheran Bethesda HomeChicago, IL501(c)(3)Contributed Allocation$650,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The return is prepared by the auditing firm. The cfo reviews the forms and discusses with the ceo. The cfo discusses the 990's with the finance committee, which consists of the board chairperson, vice chairperson, and one director. The ceo and cfo sign and file the returns.”

Form 990, Part VI, Section B, Line 12C

“All board members complete the conflict of interest statement annually. There are no business relations with any board members.”

Form 990, Part VI, Section B, Line 15

“Executive committee evaluates and approves salary/bonus to ceo. Ceo reviews all other directors.”

Form 990, Part VI, Section C, Line 19

“Any requests are evaluated and determined on a case by case basis.”

Filing and Contact Details

Filer

Filer Name
Bethesda Foundation
EIN
36-3558526
Phone
7736226144
Address
2833 N NORDICA AVE, CHICAGO, IL 60634

Signing Officer

Name
Julie Boggess
Title
Chief Executive Officer
Phone
7736226144
Signed
2015-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Boggess
Formed
1987
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Bkd Llp
Address
1901 S MEYERS RD SUITE 500, OAKBROOK TERRACE, IL 60181-5209
Preparer
Keith a Friedlein
Phone
6302829500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“UNREALIZED GAIN -28,426.”

Financial Statement Notes

PART X, LINE 2:

“The group recognizes the financial statement impact of a tax position when it is more likely than not the position will be sustained upon examination. The group is no longer subject to federal and state income tax examinations by tax authorities for years before the 2011 tax year.”

Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE GROUP RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE GROUP IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE 2011 TAX YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INVESTMENT DECISIONS ARE HANDLED BY THE FINANCE COMMITTEE WHICH SETS GOALS FOR MERRILL LYNCH. THE FUNDS ARE ALL UNRESTRICTED AND AVAILABLE TO THE ASSOCIATION WITH FINANCE COMMITTEE AND BOARD OF DIRECTOR APPROVAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PREPARED BY THE AUDITING FIRM. THE CFO REVIEWS THE FORMS AND DISCUSSES WITH THE CEO. THE CFO DISCUSSES THE 990'S WITH THE FINANCE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIRPERSON, VICE CHAIRPERSON, AND ONE DIRECTOR. THE CEO AND CFO SIGN AND FILE THE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS COMPLETE THE CONFLICT OF INTEREST STATEMENT ANNUALLY. THERE ARE NO BUSINESS RELATIONS WITH ANY BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE COMMITTEE EVALUATES AND APPROVES SALARY/BONUS TO CEO. CEO REVIEWS ALL OTHER DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY REQUESTS ARE EVALUATED AND DETERMINED ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN -28,426.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362167819
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVE NEEDS OF THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060634
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0650000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05643538
IRS990/TotalAssetsEOYAmt05370722
IRS990/TotalAssetsGrp/BOYAmt05643538
IRS990/TotalAssetsGrp/EOYAmt05370722
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041688
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0650000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0691688
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05643538
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05370722
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0650000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0447298
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0447298
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05643538
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05370722
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05643538
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05370722
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02833 N NORDICA AVE
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060634
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BETHESDAHOME.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE BOGGESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07736226144
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETHESDA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0363558526
ReturnHeader/Filer/PhoneNum07736226144
ReturnHeader/Filer/USAddress/AddressLine1Txt02833 N NORDICA AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 S MEYERS RD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601815209
ReturnHeader/PreparerPersonGrp/PhoneNum06302829500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH A FRIEDLEIN
ReturnHeader/ReturnTs02015-11-04T11:09:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,370,722
Liabilities
$0
Net assets
$5,370,722
Revenue
$447,298
Expenses
$691,688
Net income
-$244,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.14$16.4$0.97$0.38$0.59
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.02$19.2$0.84$0.39$0.45
2022Detailed filing. Detailed filing data is available for this year.$21.1$2.45$18.7$0.88$0.44$0.44
2021Detailed filing. Detailed filing data is available for this year.$22.2$0.19$22.0$1.06$0.31$0.75
2020Detailed filing. Detailed filing data is available for this year.$22.1$0.06$22.1$1.01$0.39$0.62
2019Detailed filing. Detailed filing data is available for this year.$22.4$0.05$22.4$0.90$0.36$0.54
2018Detailed filing. Detailed filing data is available for this year.$21.5$0.02$21.5$0.95$0.15$0.81
2016Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.30$1.63$1.33
2015Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.41$0.94$0.53
2014Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.45$0.69$0.24
2013Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.79$0.74$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.21$0.00$5.21$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.00$5.24$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.00$5.69$0.42