Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 09-01-2010 and ending 08-31-2011
BCheck if applicable:
CName of organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
600 HOFFMANN DRIVE
 
Room/suite
City or town, state or country, and ZIP + 4
WATERTOWN, WI530946223
D Employer identification number

39-0806446
E Telephone number

G Gross receipts $ 121,084,845
F Name and address of principal officer:
DR JOHN BAUER
600 HOFFMANN DRIVE
WATERTOWN,WI530946223
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BETHESDALUTHERANCOMMUNITIES.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1903
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 16
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 4,281
6 Total number of volunteers (estimate if necessary) .... 6 3,393
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 48,347
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 7,536
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 76,591,994 78,239,412
9 Program service revenue (Part VIII, line 2g) ......... 38,192,329 38,748,789
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -468,631 -479,922
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 785,365 1,271,048
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 115,101,057 117,779,327
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 197,188 198,951
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 96,234,557 97,303,342
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 15,022
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,150,173    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 39,253,186 36,848,238
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 135,684,931 134,365,553
19 Revenue less expenses. Subtract line 18 from line 12...... -20,583,874 -16,586,226
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 268,053,882 276,015,776
21 Total liabilities (Part X, line 26)............ 35,646,880 33,916,586
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 232,407,002 242,099,190
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO ENHANCE THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH SERVICES THAT SHARE THE GOOD NEWS OF JESUS CHRIST.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 108,528,768 including grants of $ 198,951 ) (Revenue $ 39,772,774 )
BETHESDA LUTHERAN COMMUNITIES IS A LEADING PROVIDER OF PERSON-DIRECTED, COMMUNITY-BASED AND CHRISTIAN-CENTERED SUPPORTS AND SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. BETHESDA OPERATES NEARLY 300 PROGRAMS IN 13 STATES THROUGHOUT THE COUNTRY. WE PROVIDE DIRECT RESIDENTIAL SUPPORT TO 1,364 INDIVIDUALS. IN ADDITION, WE PROVIDE CASE MANAGEMENT, VOCATIONAL AND DAY SERVICES AND IN-HOME SUPPORTS TO 446 PEOPLE. BETHESDA'S RELIGIOUS LIFE OUTREACH STAFF, WORKING THROUGH LOCAL CONGREGATIONS AND VOLUNTEERS, NURTURE THE SPIRITUAL LIFE OF ABOUT 3,400 INDIVIDUALS. RELIGIOUS LIFE FOCUSES ON CREATING THE HIGHEST QUALITY CHRISTIAN CAMPING EXPERIENCE FOR CAMPERS AND VOLUNTEERS IN A MUTUALLY BENEFICIAL LEARNING EXPERIENCE THROUGH BETHESDA'S FOUR CAMP MINISTRIES ACROSS THE COUNTRY. EACH YEAR, ABOUT 500 PEOPLE WITH DISABILITIES AND MORE THAN 700 VOLUNTEERS HAVE TRANSFORMATIONAL EXPERIENCES AT BETHESDA'S CAMP MINISTRIES. BETHESDA IS ALSO WORKING TO HELP MAKE A DIFFERENCE IN THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AROUND THE WORLD. BETHESDA'S INTERNATIONAL OUTREACH TO PEOPLE WITH DISABILITIES WORKS THROUGH IMPACT AND ITS PARTNER ORGANIZATIONS AS WELL AS THROUGH OTHER LUTHERAN PARTNERS AND NGOS. BETHESDA'S INTERNATIONAL OUTREACH EFFORTS SUPPORT SUSTAINABLE DISABILITY MINISTRIES IN EIGHT COUNTRIES, PROVIDING SERVICES TO MORE THAN 680 INDIVIDUALS AND FAMILIES EACH YEAR. OUR INTERNATIONAL WORK INCLUDES PROJECTS IN ROMANIA, LATVIA, RUSSIA, KAZAKHSTAN, INDIA, TANZANIA, KENYA AND THE DOMINICAN REPUBLIC.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 108,528,768
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
628
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
4,281
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
16
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AR , CA , CO , CT , DC , FL , IL , KY , LA , MD , MA , MI , MN , MS , NH , NJ , NM , NY , WI , NC , OK , OR , ND , PA , SC , TN , UT , VA , WA , WV
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JE TOBIAS
600 HOFFMANN DRIVE
WATERTOWN,WI530946223
(920) 206-4403
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) ROBERT ULMER
DIRECTOR
 1.00 X           0 0 0
(2) HELEN MAYER
DIRECTOR
 1.00 X           0 0 0
(3) WILLIAM H NIKSCH
VICE CHAIRMAN
 1.00 X   X       0 0 0
(4) REV THOMAS AHLERSMEYER
DIRECTOR
 1.00 X           0 0 0
(5) REV ALAN BACHERT
DIRECTOR
 1.00 X           0 0 0
(6) DR ROGER BURTNER
DIRECTOR
 1.00 X           0 0 0
(7) DR F PAUL CARLSON
SECRETARY
 1.00 X   X       0 0 0
(8) DAVID COOK
DIRECTOR
 1.00 X           0 0 0
(9) DANIEL NEUMANN
TREASURER
 1.00 X   X       0 0 0
(10) ARVID SCHWARTZ
CHAIRMAN
 1.00 X   X       0 0 0
(11) DR DAVID THOMAS
DIRECTOR
 1.00 X           0 0 0
(12) DARRYL WINSTON
DIRECTOR
 1.00 X           0 0 0
(13) ROGER H WOLFF
DIRECTOR
 1.00 X           0 0 0
(14) REV WALTER TIETJEN
DIRECTOR
 1.00 X           0 0 0
(15) LOWELL JOHNSON
DIRECTOR
 1.00 X           0 0 0
(16) DR VIRGINIA MILLER
DIRECTOR
 1.00 X           0 0 0
(17) DR JOHN BAUER
PRESIDENT & CEO
 40.00     X       300,286 0 63,412
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JACK TOBIAS
VICE PRESIDENT OF FINANCE
 40.00     X       221,964 0 90,509
(19) JEFFREY KACZMARSKI
VICE PRESIDENT OF LEGAL AF
 40.00     X       180,969 0 46,065
(20) JOHN TWARDOS
VICE PRESIDENT OF OPERATIO
 40.00     X       182,025 0 37,237
(21) DR JACOB PREUS
EXECUTIVE VICE PRESIDENT
 40.00     X       228,736 0 47,127
(22) JOHN NICKELS
EXECUTIVE DIRECTOR OF BLC ENTERPRISES
 40.00         X   141,801 0 36,317
(23) DEBBORAH ZUBKE
DIVISION OPERATING OFFICER
 40.00         X   138,804 0 53,313
(24) BRIAN TENNANT
VICE PRESIDENT OF IT
 40.00         X   140,312 0 24,387
(25) DAVID MORSTAD
EXECUTIVE DIRECTOR OF BLC INSTITUTE
 40.00         X   117,789 0 44,767
(26) MIKE HOFFMAN
VICE PRESIDENT OF HUMAN RE
 40.00         X   147,286 0 29,490








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,799,972 0 472,624
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet13
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
GATEWOOD TITLE SERVICES
435 VILLAGE WALK LANE
JOHNSON CREEK,WI53038 		CONSTRUCTION 1,260,695
FOLEY & LARDNER LLP
777 E WISCONSIN AVENUE
MILWAUKEE,WI53202 		LEGAL FEES 836,592
MSI GENERAL CORP
PO BOX 7
OCONOMOWOC,WI53066 		CONSTRUCTION 586,042
INDEPENDENT LIVING CONSULTANTS
700C PEACE RD
DEKALB,IL60115 		CONSTRUCTION 356,400
SUPERIOR HEALTH LINENS LLC
PO BOX 3016
MILWAUKEE,WI53201 		LAUNDRY SERVICES 347,586
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet16
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b 2,900
c Fundraising events....1c 111,350
d Related organizations...1d  
e Government grants (contributions)1e 60,906,864
f All other contributions, gifts, grants, and
similar amounts not included above1f 		17,218,298
g Noncash contributions included in lines 1a-1f:$ 5,004,857
h Total. Add lines 1a-1f.......MediumBullet 78,239,412
Program Service Revenue Business Code
2a MEDICAID PAYMENTS 623,990 28,201,898 28,201,898    
b PRIVATE CLIENT CARE RE 623,990 10,546,891 10,546,891    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 38,748,789
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 37,464     37,464
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 259,939  
b Less: rental expenses 56,539  
c Rental income or (loss) 203,400  
d Net rental income or (loss).......MediumBullet 203,400     203,400
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   2,565,274
b Less: cost or other basis and sales expenses   3,082,660
c Gain or (loss)   -517,386
d Net gain or (loss)..........MediumBullet -517,386     -517,386
8a Gross income from fundraising events (not including
$ 111,350
of contributions reported on line 1c). See Part IV, line 18 ...
a 54,348
b Less: direct expenses ...b 59,032
c Net income or (loss) from fundraising events..MediumBullet -4,684   -4,684
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 155,634
b Less: cost of goods sold ..b 107,287
c Net income or (loss) from sales of inventory..MediumBullet 48,347   48,347  
Miscellaneous Revenue Business Code
11a EDUCATIONAL RESOURCE S 900,099 889,560 889,560    
b MISCELLANEOUS 900,099 134,425 134,425    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 1,023,985
12 Total revenue. See Instructions....MediumBullet 117,779,327 39,772,774 48,347 -281,206
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 32,871 32,871
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 16,816 16,816
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 149,264 149,264
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,439,169   1,439,169  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 73,053,195 61,505,885 10,391,780 1,155,530
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 7,065,074 6,011,536 940,337 113,201
9 Other employee benefits ....... 9,182,817 7,602,591 1,466,105 114,121
10 Payroll taxes ........... 6,563,087 5,478,823 1,000,133 84,131
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 573,008   566,805 6,203
c Accounting ........... 128,535   128,535  
d Lobbying ........... 1,838   1,838  
e Professional fundraising. See Part IV, line 17.. 15,022 15,022
f Investment management fees ......        
g Other .......... 4,525,879 4,268,129 192,571 65,179
12 Advertising and promotion .... 36,901 1,858 29,932 5,111
13 Office expenses ....... 3,332,401 2,025,677 1,059,557 247,167
14 Information technology ...... 1,147,384 252,607 865,402 29,375
15 Royalties ..        
16 Occupancy ........... 7,448,155 4,395,166 3,044,581 8,408
17 Travel ............ 2,967,078 2,141,800 671,894 153,384
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 233,471 40,094 186,987 6,390
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 6,908,821 6,304,809 576,225 27,787
23 Insurance .............. 1,276,466 1,035,303 231,180 9,983
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a DIETARY SUPPLIES 2,403,995 2,388,329 15,666  
b MEDICAID ASSESSMENT FEE 1,649,965 1,649,965    
c FACILITY SUPPLIES & MIN 1,177,345 1,124,974 51,761 610
d REPAIRS 1,038,789 907,697 131,057 35
e CLIENT ACTIVITIES & DAY 561,184 561,184    
f All other expenses 1,437,023 633,390 695,097 108,536
25 Total functional expenses. Add lines 1 through 24f 134,365,553 108,528,768 23,686,612 2,150,173
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 3,657,668 1 4,325,387
2 Savings and temporary cash investments ....... 1,146,901 2 700,178
3 Pledges and grants receivable, net ......... 430,206 3 329,423
4 Accounts receivable, net ......... 12,039,703 4 8,954,415
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 381,611 8 226,501
9 Prepaid expenses and deferred charges ............ 629,769 9 626,400
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 153,369,416
b Less: accumulated depreciation. ..... 10b 73,086,579 81,155,805 10c 80,282,837
11 Investments—publicly traded securities .......... 3,514,531 11 3,223,875
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 165,097,688 15 177,346,760
16 Total assets. Add lines 1 through 15 (must equal line 34)... 268,053,882 16 276,015,776
Liabilities 17 Accounts payable and accrued expenses . 31,739,472 17 28,159,150
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 10,069 23 2,009,036
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 3,897,339 25 3,748,400
26 Total liabilities. Add lines 17 through 25..... 35,646,880 26 33,916,586
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 216,782,005 27 226,509,375
28 Temporarily restricted net assets ..... 7,530,001 28 7,510,483
29 Permanently restricted net assets ..... 8,094,996 29 8,079,332
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 232,407,002 33 242,099,190
34 Total liabilities and net assets/fund balances ..... 268,053,882 34 276,015,776
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
117,779,327
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
134,365,553
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-16,586,226
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
232,407,002
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
26,278,414
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
242,099,190
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 40,650,987 41,177,612 45,495,083 76,591,994 78,239,412 282,155,088
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 24,007,755 22,818,880 22,463,049 38,192,329 38,748,789 146,230,802
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 64,658,742 63,996,492 67,958,132 114,784,323 116,988,201 428,385,890
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 4,947,451 2,474,714 1,789,968 1,403,909 1,815,909 12,431,951
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 20,126,913 18,703,924 18,371,980 30,327,770 27,018,319 114,548,906
c Add lines 7a and 7b.. 25,074,364 21,178,638 20,161,948 31,731,679 28,834,228 126,980,857
8 Public Support (Subtract line 7c from line 6.)           301,405,033
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6... 64,658,742 63,996,492 67,958,132 114,784,323 116,988,201 428,385,890
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 544,780 435,497 250,067 215,091 297,403 1,742,838
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 544,780 435,497 250,067 215,091 297,403 1,742,838
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.     227,346 226,299 48,347 501,992
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 1,116,896 861,915 612,059 441,822 1,023,985 4,056,677
13 Total support (Add lines 9, 10c, 11 and 12.). 66,320,418 65,293,904 69,047,604 115,667,535 118,357,936 434,687,397
14
Section C. Computation of Public Support Percentage
15
15
69.340 %
16
16
64.680 %
Section D. Computation of Investment Income Percentage
17
17
0.400 %
18
18
1.090 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: MAIL ORDER/TRAINING SALES PRINT SHOP SALES MISCELLANEOUS
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
BETHESDA LUTHERAN COMMUNITIES INC
  		Employer identification number

39-0806446
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
BETHESDA LUTHERAN COMMUNITIES INC
  		Employer identification number

39-0806446
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
BETHESDA LUTHERAN COMMUNITIES INC
  		Employer identification number

39-0806446
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
798
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
13,211
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
1,444
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
16,886
j
Total. lines 1c through 1i ...................................
32,339
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
PART IV, SUPPLEMENTAL INFORMATION:   FORM 990, SCHEDULE C, PART II-B, LINE 1D: MAILINGS HAVE BEEN PRIMARILY USED FOR THE PURPOSE OF RECRUITING ADVOCATES. THE U.S. MAIL HAS BEEN USED ON EIGHT OCCASIONS FOR DIRECT CONTACT WITH WISCONSIN LEGISLATORS REGARDING MEDICAID FUNDING FOR STATE IDD CENTERS. FORM 990, SCHEDULE C, PART II-B, LINE 1G: DIRECT CONTACT WITH FORM 990, SCHEDULE C, PART II-B, LINE 1G (CONTINUED): LEGISLATORS AND STAFF HAS BEEN PRIMARILY REGARDING MEDICAID FUNDING, WAITING LISTS, AND HEALTH CARE REFORM. STAFF HAS ALSO VISITED WITH OFFICIALS FROM CENTERS FOR MEDICARE AND MEDICAID SERVICES, HHS OFFICE OF DISABILITY, THE HHS ADMINISTRATION ON DEVELOPMENTAL DISABILITIES AND THE DEPARTMENT OF JUSTICE - CIVIL RIGHTS DIVISION. STAFF, SELF-ADVOCATES HAVE MET WITH STATE OFFICIALS IN OREGON, CALIFORNIA, COLORADO, ILLINOIS, WISCONSIN, TEXAS AND INDIANA TO DISCUSS DISABILITY FUNDING ISSUES. FORM 990, SCHEDULE C, PART II-B, LINE 1H: BETHESDA HAS PARTICIPATED IN LUTHERAN DAY WITH OTHER HUMAN SERVICES PROVIDERS IN ILLINOIS. BETHESDA HAS ALSO CONDUCTED NUMEROUS ADVOCACY TRAININGS FOR STAFF, PARENTS AND SELF-ADVOCATES AND HAS MADE PRESENTATIONS AT SEVERAL NATIONAL CONVENTIONS. FORM 990, SCHEDULE C, PART II-B, LINE 1I: BETHESDA PUBLISHES A MONTHLY ELECTRONIC, "BETHESDA VOICES ENEWS," THAT IS EMAILED TO STAFF AND ADVOCATES THAT CONTAINS CURRENT INFORMATION ON PUBLIC POLICY EVENTS AND NEWS THAT PERTAINS TO DEVELOPMENTAL DISABILITIES. BETHESDA MAINTAINS THE FOLLOWING ONLINE RESOURCES; A CAPWIZ SITE TO ENCOURAGE EMAIL AND PHONE CONTACTS BETWEEN ADVOCATES AND THEIR ELECTED OFFICIALS, A NETCOMMUNITY WEBSITE THAT CONTAINS UP-TO-DATE ISSUE INFORMATION AND ADVOCACY RESOURCES AND A BETHESDA VOICES FACEBOOK AND TWITTER PAGE.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 1,771,829 1,843,666 1,886,316
b Contributions ........   -25,982  
c Investment earnings or losses ...   -45,855 -42,650
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 1,771,829 1,771,829 1,843,666
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet100.000 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   10,246,330 10,246,330
b Buildings ................   107,152,531 45,513,389 61,639,142
c Leasehold improvements ............   823,016 350,533 472,483
d Equipment ................   27,049,270 23,274,695 3,774,575
e Other .................   8,098,269 3,947,962 4,150,307
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 80,282,837
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) BENEFICIAL INTEREST IN NET ASSETS OF AFFILIATED CORPORATIONS 170,551,931
(2) FUNDS HELD ON BEHALF OF CLIENTS 610,696
(3) SECURITY DEPOSITS RECEIVABLE 1,751
(4) BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENTS 4,372,567
(5) ACCOUNTS RECEIVALBE - AFFILIATES 707,628
(6) LEGACIES RECEIVABLE 439,660
(7) ACCRUED INTEREST RECEIVABLE 5,436
(8) MISCELLANEOUS RECEIVABLES 201,395
(9) CASH SURRENDER VALUE OF LIFE INSURANCE 414,779
(10) GSC 403B LOAN REPAYMENT 40,917
Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 177,346,760
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DUE TO BENEFICIARIES UNDER SPLIT-INTEREST AGREEMENTS - GIFT ANNUITIES 2,835,628
FUNDS HELD ON BEHALF OF CLIENTS 581,366
DUE TO BENEFICIARIES FOR FUTURE INTEREST IN POOLED INCOME FUNDS 73,232
FIXED ASSET RETIREMENT LIABILITY 258,174





Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,748,400
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF THE PROGRAMS IN BETHESDA'S WESTERN DIVISION WHICH WERE FORMERLY THE PROGRAMS OF GOOD SHEPHERD LUTHERAN HOME OF THE WEST. PART V, LINE 1B, COLUMN B: THE NEGATIVE CONTRIBUTION RESULTED BECAUSE A MISUNDERSTANDING OF THE ORIGINAL RESTRICTION WAS SUBSEQUENTLY CLARIFIED AND PRECIPITATED A RECLASSIFICATION OF THE CONTRIBUTION TO CORRECT THE ERROR.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 0
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
CARIBBEAN SEE PART IV 15,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA SEE PART IV 33,600 WIRE TRANSFER 0    
EUROPE SEE PART IV 20,664 WIRE TRANSFER 0    
EUROPE SEE PART IV 80,000 WIRE TRANSFER 0    
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
4
3
Enter total number of other organizations or entities ........................MediumBullet
0
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
OTHER INFORMATION SCHEDULE F, PART V PART II, LINE 1, COLUMN (D) CENTRAL AMERICA AND THE CARIBBEAN: FUNDS USED TO SUPPORT A LUTHERAN GROUP HOME FOR ORPHAN CHILDREN WITH DISABILITIES. THE FUNDS WILL BE USED TO COVER ADMINISTRATIVE COSTS, PAYMENT OF EMPLOYEES AND CARE FOR THE CHILDREN LIVING IN THE HOME. PART II, LINE 1 COLUMN (D) SUB-SAHARAN AFRICA: MEDICAL CENTER CONSTRUCTION THAT WILL PROVIDE SPECIALIZED MEDICAL AND AUDIOLOGY SERVICES TO INDIVIDUALS WITH DISABILITIES. PART II, LINE 1, COLUMN (D) EUROPE: INTEGRATION OF CHILDREN WITH DISABILITIES INTO THE PRESCHOOL PROGRAM. FUNDS USED TO COVER TUITION REIMBURSEMENT, INSTRUCTIONAL MATERIALS, SUBSTITUTE TEACHERS AND OTHER EXPENSES. PART II, LINE 1, COLUMN (D) EUROPE: GENERAL SUPPORT OF INTERNATIONAL ALLIANCE PROVIDING ASSISTANCE TO ORGANIZATIONS FOR DEVELOPMENT OF SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
BENTZ WHALEY FLESSNER INC
2461 S CLARK ST 910
 
ARLINGTON, VA22202 		FEASIBILITY STUDY AND PREPARATION FOR CAPITAL CAMPAIGN   No 0 15,022 0
Total .................right arrow   15,022  
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AR, CA, CO, CT, DC, FL, IL, KY, LA, MD, MA, MI, MN, WI, NC, NY, NM, NJ, NH, WA, OR, OK, ND, VA, UT, TN, SC, PA, WV, MS
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

GOLF OUTING-TX
(event type) 		(b) Event #2

GOLF OUTING-OR
(event type) 		(c) Other Events

3
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 69,540 30,234 60,355 160,129
2 Less: Charitable
contributions . . . 		53,240 13,854 39,010 106,104
3 Gross income (line 1
minus line 2) . . . 		16,300 16,380 21,345 54,025
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . . 4,032 9,500 12,182 25,714
7 Food and beverages . . 9,702 3,110 5,489 18,301
8 Entertainment . . .     1,700 1,700
9 Other direct expenses . 2,566 3,770 1,974 8,310
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 54,025
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 0
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number
39-0806446
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) LUTHERAN CHURCH - MISSOURI SYNOD - BOARD FOR MISSION SERVICES1333 SOUTH KIRKWOOD RD
ST LOUIS,MO631227295 		43-0658188 501(C)(3) 32,871       SEE PART IV






















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
1
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCHOLARSHIP - STUDENTS TAKING COURSES IN THE FIELD OF DEVELOPMENTAL DISABILITIES OR NURSING 5 10,000 0    
(2) SCHOLARSHIP - REIMBURSE EMPLOYEES TAKING CONTINUING EDUCATION COURSES TO IMPROVE JOB RELATED SKILLS 10 6,816 0    











Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
OTHER INFORMATION: PART IV: PART I, LINE 1: SCHOLARSHIPS FOR INDIVIDUAL STUDENTS: IN ORDER TO QUALIFY FOR A SCHOLARSHIP, INDIVIDUALS MUST; BE LUTHERAN, BE A COLLEGE STUDENT, MAINTAIN A MINIMUM GRADE POINT AVERAGE AND HAVE A CAREER OBJECTIVE IN THE FIELD OF DEVELOPMENTAL DISABILITIES OR NURSING. THE PURPOSE OF THESE SCHOLARSHIPS IS TO ENCOURAGE LUTHERAN STUDENTS TO PREPARE THEMSELVES FOR CAREERS IN THE FIELD OF DEVELOPMENTAL DISABILITIES OR NURSING AND TO ENHANCE OUR ABILITY TO ATTRACT QUALIFIED LUTHERANS AS STAFF MEMBERS. PART I, LINE 1: SCHOLARSHIPS FOR EMPLOYEES: IN ORDER TO QUALIFY FOR REIMBURSEMENT, EMPLOYEES MUST; BE EMPLOYED FOR ONE FULL YEAR, SCHEDULED EITHER PART-TIME OR FULL-TIME AND TAKE A COURSE WITH SUBJECT MATTER THAT RELATES TO SOME ASPECT OF THE EMPLOYEE'S CURRENT JOB. LIMITED TERM AND ZERO-SCHEDULED HOUR EMPLOYEES ARE NOT ELIGIBLE. THE PURPOSE OF THE SCHOLARSHIP IS TO PROVIDE A MEANS OF REIMBURSEMENT TO EMPLOYEES AND ENCOURAGE PROFESSIONAL GROWTH. PART I, LINE 2: SCHOLARSHIPS FOR INDIVIDUAL STUDENTS: THE SCHOLARSHIP FUNDS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION OF THE STUDENT AND APPLIED TOWARD THEIR TUITION COSTS. PART I, LINE 2: 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. PART II, LINE 1, COLUMN (H): LUTHERAN CHURCH-MISSOURI SYNOD BOARD FOR MISSION SERVICES: (H) PURPOSE OF GRANT OR ASSISTANCE: GENERAL SUPPORT OF THE LUTHERAN CHURCH-MISSOURI SYNOD'S BOARD FOR MISSION SERVICES OPERATING BUDGET AND THE DOMINICAN REPUBLIC MISSION PARTNERSHIP.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) DR JOHN BAUER (i)
(ii)		 295,317
0 		0
0 		4,969
0 		49,608
0 		13,804
0 		363,698
0 		0
0
(2) JACK TOBIAS (i)
(ii)		 221,964
0 		0
0 		0
0 		76,705
0 		13,804
0 		312,473
0 		0
0
(3) JEFFREY KACZMARSKI (i)
(ii)		 180,969
0 		0
0 		0
0 		21,692
0 		24,373
0 		227,034
0 		0
0
(4) JOHN TWARDOS (i)
(ii)		 182,025
0 		0
0 		0
0 		12,863
0 		24,374
0 		219,262
0 		0
0
(5) DR JACOB PREUS (i)
(ii)		 224,928
0 		0
0 		3,808
0 		27,497
0 		19,630
0 		275,863
0 		0
0
(6) JOHN NICKELS (i)
(ii)		 116,869
0 		0
0 		24,932
0 		20,002
0 		16,315
0 		178,118
0 		0
0
(7) DEBBORAH ZUBKE (i)
(ii)		 134,929
0 		0
0 		3,875
0 		39,255
0 		14,058
0 		192,117
0 		0
0
(8) BRIAN TENNANT (i)
(ii)		 140,312
0 		0
0 		0
0 		8,060
0 		16,327
0 		164,699
0 		0
0
(9) DAVID MORSTAD (i)
(ii)		 109,327
0 		0
0 		8,462
0 		28,803
0 		15,964
0 		162,556
0 		0
0
(10) MIKE HOFFMAN (i)
(ii)		 138,114
0 		0
0 		9,172
0 		5,276
0 		24,214
0 		176,776
0 		0
0






Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 1A DIRECTOR SPOUSE TRAVEL IS REIMBURSED UPON REQUEST FOR UP TO TWO (OUT OF FOUR) BOARD MEETINGS PER YEAR. DIRECTORS RECEIVE NO COMPENSATION OF ANY NATURE FOR THEIR SERVICES AS DIRECTORS. THE REIMBURSEMENT IS INTENDED TO PERMIT DIRECTOR SPOUSES TO ATTEND (1) THE NOVEMBER ORGANIZATION ANNUAL MEETING HELD IN WISCONSIN, A CELEBRATORY, DEVELOPMENT AND FUNDRAISING EVENT HELD IN CONJUNCTION WITH THE REGULAR NOVEMBER BOARD OF DIRECTORS MEETING - A SIGNIFICANT FUNDRAISING AND SOCIAL EVENT WHERE DONORS AND POTENTIAL DONORS AND THEIR SPOUSES ARE INVITED AND PRESENTED WITH INFORMATION ABOUT THE MISSION AND FINANCIAL NEEDS OF THE ORGANIZATION; AND (2) ONE OTHER REGULAR BOARD OF DIRECTORS MEETING HELD AWAY FROM WISCONSIN, AT WHICH DIRECTOR SPOUSES ARE EXPECTED TO PARTICIPATE IN ORGANIZED PROGRAM VOLUNTEER WORK, FUNDRAISING EVENTS WHERE DONORS AND POTENTIAL DONORS AND THEIR SPOUSES ARE INVITED, AND OTHER BUSINESS RELATED FUNCTIONS.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 4,997,919 RESALE VALUE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 3 6,938 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
THIRD PARTY USE: PART I, LINE 32B: BETHESDA USES A BROKERAGE FIRM TO SELL ALL GIFTS OF DONATED SECURITIES.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Identifier Return Reference Explanation
NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 IN JANUARY 2010, LUTHERAN DISABILITIES MINISTRIES AFFILIATED WITH BETHESDA LUTHERAN COMMUNITIES, INC. AND BECAME A WHOLLY CONTROLLED SUBSIDIARY OF BETHESDA. ON AUGUST 31, 2011, LUTHERAN DISABILITIES MINISTRIES CEASED OPERATIONS AS A CORPORATION AND MERGED WITH BETHESDA. AS A RESULT OF THE MERGER THE PROGRAM SERVICES OFFERED BY LUTHERAN DISABILITIES MINISTRIES CONTINUE TO OPERATE AS PART OF BETHESDA.
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 COMMUNICANT 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. ADDITIONALLY, ANY INDIVIDUAL WHO WAS AN INDIVIDUAL VOTING MEMBER OF GOOD SHEPHERD LUTHERAN HOME OF THE WEST D/B/A GOOD SHEPHERD COMMUNITIES ("GOOD SHEPHERD"), AS OF THE DATE THE CORPORATION ACQUIRED CONTROL OF GOOD SHEPHERD (I.E. SEPTEMBER 1, 2009), COULD BECOME A MEMBER OF THE CORPORATION UPON SUBMISSION OF AN APPLICATION POSTMARKED WITHIN SIXTY (60) DAYS OF THE DATE THE CORPORATION ACQUIRED CONTROL OF GOOD SHEPHERD. THIS ACQUISITION-RELATED PATH TO MEMBERSHIP HAS EXPIRED AND IS NO LONGER AVAILABLE. 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 ELIGIBLE TO VOTE; AND ANY VOTING MEMBER WHO SHALL HAVE ATTEND THE AGE OF TWENTY-FIVE (25) SHALL BE ELIGIBLE 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 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 11   THE FORM 990 WAS PREPARED BY STAFF AND REVIEWED AND APPROVED BY THE VICE PRESIDENT OF FINANCE. 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 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 VICE PRESIDENT OF FINANCE, 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, AND ANNUALLY REPORTS THE IDENTITY OF SUCH PERSONS TO THE BOARD OF DIRECTORS; (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, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN NET ASSETS OF FOUNDATION AND HUD CORPORATIONS (UNRESTRICTED) 13,587,403. CHANGE IN NET ASSETS OF FOUNDATION (RESTRICTED) -15,294. TRANSFER OF NET ASSETS OF LUTHERAN DISABILITIES MINISTRY DUE TO MERGER 819,998. MARKET ADJUSTMENT ON INVESTMENTS -5,156. ACTUARIAL CHANGE IN SPLIT INTEREST AGREEMENTS -307,246. NET ASSETS RELEASED FROM RESTRICTIONS-OPERATIONS -945,894. RESTRICTED CONTRIBUTIONS (UNRESTRICTED) -801. RESTRICTED CONTRIBUTIONS (TEMPORARILY RESTRICTED) 1,025,738. RESTRICTED INVESTMENT INCOME 35,841. MARKET ADJUSTMENT ON FIXED INCOME INVESTMENTS 7,188. ADJUSTMENT TO UNFUNDED PENSION LIABILITY 6,076,637. TRANSFER OF ASSETS FROM FOUNDATION 6,000,000. TOTAL TO FORM 990, PART XI, LINE 5: 26,278,414.
  FORM 990, PART I, LINE 1: BETHESDA LUTHERAN COMMUNITIES IS A LEADING PROVIDER OF PERSON-DIRECTED, COMMUNITY-BASED AND CHRISTIAN-CENTERED SUPPORTS AND SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. OPERATING IN 13 STATES, BETHESDA OFFERS A VARIETY OF OPTIONS TO INDIVIDUALS AND THEIR FAMILIES, INCLUDING RESIDENTIAL SERVICES, COMMUNITY LIFE PROGRAMS, EMPLOYMENT ASSISTANCE, SPIRITUAL SUPPORTS AND OTHER OUTREACH SERVICES. THE NATION'S DECLINING ECONOMIC CONDITIONS HAVE LED TO SIGNIFICANT BUDGET CUTS IN MEDICAID FUNDING AND A REDUCTION IN CRITICAL SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN NEARLY EVERY STATE IN WHICH BETHESDA OPERATES. IN FY2011 ALONE, BETHESDA ABSORBED A $3 MILLION REDUCTION IN MEDICAID FUNDING. THE MAJORITY OF PEOPLE SUPPORTED BY BETHESDA RELY ON GOVERNMENT FUNDING. DESPITE THE DRAMATIC SHORTFALL, BETHESDA HAS STEPPED UP TO COVER THE COST OF CRITICAL SERVICES NO LONGER FUNDED BY GOVERNMENT AGENCIES. OVER THE LAST YEAR, BETHESDA HAS INCREASED OPERATIONAL EFFICIENCIES AND REDUCED COSTS BY STREAMLINING THE ORGANIZATION'S OPERATIONAL STRUCTURE AND MAXIMIZING MANAGEMENT EFFICIENCIES. THIS NEW STRUCTURE HAS POSITIONED THE ORGANIZATION FOR FUTURE GROWTH AS WE PROACTIVELY RESPOND TO CHANGING MARKET TRENDS. DESPITE THE DEVASTATING ECONOMIC ENVIRONMENT AND SEVERE MEDICAID REDUCTIONS, BETHESDA REMAINS FINANCIALLY SECURE. WE RESPONDED TO FINANCIAL CHALLENGES BY BEING FLEXIBLE AND TAKING THOUGHTFUL ACTION TO REDUCE EXPENSES WITHOUT COMPROMISING QUALITY OR OUR MORAL OBLIGATION TO THE PEOPLE WE SUPPORT. BETHESDA PILOTS INNOVATIVE PRACTICES IN ONE OR TWO REGIONS AND THEN WE EXTEND THESE UNIQUE PROGRAMS TO OTHER AREAS THROUGHOUT THE COUNTRY. IN OREGON, WE STARTED A NEW SUPPORTED EMPLOYMENT PROGRAM SO THAT PEOPLE WITH DEVELOPMENTAL DISABILITIES CAN GAIN EMPLOYMENT, RECEIVE EMPLOYMENT DEVELOPMENT TRAINING AND BUILD ECONOMIC INDEPENDENCE. IN SEVERAL REGIONS, BETHESDA HAS IMPLEMENTED INNOVATIVE ADAPTIVE AND MONITORING TECHNOLOGIES TO SUPPORT QUALITY OF LIFE, GREATER INDEPENDENCE AND TO BE MORE COST EFFECTIVE. THROUGH THE USE OF REMOTE MONITORING TECHNOLOGY, OVERNIGHT STAFF ARE NOT REQUIRED IN THE HOME BECAUSE THERE ARE TECHNOLOGICAL SAFEGUARDS IN PLACE TO ENSURE THE SAFETY AND COMFORT OF THE PEOPLE WE SUPPORT. OF BETHESDA'S 3,100 EMPLOYEES, 2,500 ARE DIRECT SUPPORT PROFESSIONALS (DSPS) WHO ARE TRAINED TO OFFER THE HIGHEST QUALITY SERVICES. DSPS ASSIST THE PEOPLE WE SUPPORT IN ESTABLISHING LIFE GOALS AND DEVELOPING PLANS TO MEET THEM. NOT ONLY DO THESE PLANS SUPPORT BETHESDA'S COMMITMENT TO PERSONAL CHOICE, THEY ALSO MEET QUALITY GOALS AND STANDARDS DESIGNATED BY THE COUNCIL ON QUALITY AND LEADERSHIP (CQL). CQL IS AN INTERNATIONAL ORGANIZATION THAT PROMOTES AND FACILITATES EXCELLENCE IN PERSON-CENTERED AND PERSON-DIRECTED SUPPORTS THAT LEAD TO INCREASED QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES. IN FY2011, BETHESDA EARNED NETWORK CERTIFICATION IN BASIC ASSURANCES FROM CQL. BASIC ASSURANCES IS CQL'S TOOL TO MEASURE ACCOUNTABILITY IN THE AREAS OF HEALTH, SAFETY AND HUMAN SECURITY. THIS CERTIFICATION RECOGNIZES BETHESDA'S COMMITMENT TO QUALITY THROUGHOUT THE ORGANIZATION. TODAY, BETHESDA IS THE ONLY LARGE, MULTI-STATE ORGANIZATION TO HAVE ITS ENTIRE NETWORK CERTIFIED IN BASIC ASSURANCES BY CQL. BETHESDA HAS ALSO BEEN RATED AS A TOP-PERFORMING CHARITY BY CHARITY NAVIGATOR. IN FY2011, WE RECEIVED A FOUR-OUT-OF-FOUR STAR RATING FOR FINANCIAL MANAGEMENT EFFICIENCY AND EFFECTIVENESS. THROUGH OUR WORK IN RELIGIOUS LIFE, BETHESDA IS DEDICATED TO IMPROVING THE QUALITY OF THE SPIRITUAL AND RELIGIOUS EXPERIENCES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES BY ENSURING MEANINGFUL INCLUSION IN CONGREGATIONS, SCHOOLS AND COMMUNITIES. RELIGIOUS LIFE MANAGES MORE THAN 330 BETHESDA NETWORK MEMBER ORGANIZATIONS THAT ARE COMMITTED TO FAITHFULLY MINISTERING TO PEOPLE WITH DISABILITIES. THIS YEAR, OUR RELIGIOUS LIFE OUTREACH STAFF WORKED THROUGH LOCAL CONGREGATIONS AND VOLUNTEERS TO NURTURE THE SPIRITUAL LIFE OF AN ESTIMATED 3,400 PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. RELIGIOUS LIFE FOCUSES ON CREATING THE HIGHEST QUALITY CHRISTIAN CAMPING EXPERIENCE FOR CAMPERS AND VOLUNTEERS IN A MUTUALLY BENEFICIAL LEARNING EXPERIENCE THROUGH BETHESDA'S FOUR CAMP MINISTRIES ACROSS THE COUNTRY. EACH YEAR, ABOUT 500 PEOPLE WITH DISABILITIES AND MORE THAN 700 VOLUNTEERS HAVE TRANSFORMATIONAL EXPERIENCES AT BETHESDA'S CAMP MINISTRIES. BETHESDA COMPLETED A MERGER WITH LUTHERAN DISABILITIES MINISTRIES (LDM) AND SONRISE CAMPS AND RETREATS. TODAY, IT IS KNOWN AS SONRISE, A MINISTRY OF BETHESDA LUTHERAN COMMUNITIES. IN THE SUMMER OF 2011, SONRISE MANAGED 391 VOLUNTEERS WHO SUPPORTED 229 CAMPERS DURING EIGHT WEEKS OF OVERNIGHT CAMP SESSIONS. BETHESDA ENTERPRISES INCLUDES 20 THRIFT SHOPS AROUND THE COUNTRY. BETHESDA RELIES ON THE INCOME GENERATED BY THESE THRIFT SHOPS TO HELP PROVIDE FUNDING FOR THE NEEDS OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. REVENUE GENERATED BY THE THRIFT SHOPS HELPS PAY FOR MANY UNFUNDED SERVICES SUCH AS SPECIALLY-BUILT WHEELCHAIRS AND MEDICAL SUPPLIES. BETHESDA THRIFT SHOPS ARE STAFFED ALMOST EXCLUSIVELY BY VOLUNTEERS. MORE THAN 2,500 DEDICATED VOLUNTEERS DONATE OVER 260,000 HOURS EACH YEAR TO BETHESDA THRIFT SHOPS. ONE-HUNDRED PERCENT OF THE NET PROFITS GO DIRECTLY TO THE PEOPLE BETHESDA SUPPORTS. BETHESDA ENTERPRISES IS ALSO FOCUSED ON BUILDING SOCIAL ENTERPRISES THAT WILL OFFER VOCATIONAL TRAINING AND PROVIDE EMPLOYMENT TO PEOPLE WITH DISABILITIES. AS THE PRIMARY INNOVATIVE OUTREACH DIVISION OF BETHESDA LUTHERAN COMMUNITIES, THE BETHESDA INSTITUTE SEEKS TO RAISE THE LEVEL OF EXCELLENCE IN SERVICES TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES BY PROVIDING EDUCATION, CURRICULA, CONSULTATION, RESEARCH, PROFESSIONAL TRAINING AND ADVOCACY. IN FY2011, THE BETHESDA INSTITUTE DEVELOPED AND LAUNCHED A NEW SERIES OF BIBLE-BASED CURRICULA CALLED CROSS ROAD JOURNEY. EACH COURSE IS DESIGNED TO MEET THE SPIRITUAL LIFE NEEDS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND CAN BE USED IN DEDICATED DISABILITY MINISTRY GROUPS. THE BETHESDA INSTITUTE RELEASED THE FIRST TWO PARTS OF THE PLANNED 18-PART SERIES. SUBSEQUENT PARTS OF CROSS ROAD JOURNEY WILL BE RELEASED PERIODICALLY FOR THE NEXT TWO YEARS. THE MEDIA COMMUNICATIONS ASSOCIATION-INTERNATIONAL (MCA-I) PRESENTED THE BETHESDA INSTITUTE WITH THE PRESTIGIOUS SILVER REEL AWARD FOR THE INSTRUCTIONAL DVD PROACTIVELY SUPPORTING BEHAVIOR. THE AWARD ACKNOWLEDGES THE BETHESDA INSTITUTE'S CONTINUED ACHIEVEMENTS IN CREATIVITY AND ADVANCEMENT IN TECHNICAL APPLICATIONS. THE BETHESDA INSTITUTE HAS DEVELOPED BETHESDA VOICES, AN ONLINE COMMUNITY THAT WORKS TO IMPROVE PUBLIC POLICY AFFECTING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THROUGH BETHESDA'S ADVOCACY EFFORTS, WE HAVE ADDRESSED MANY POLITICAL AND PUBLIC FUNDING CHALLENGES. BETHESDA RECOGNIZES THESE CHALLENGES AS AN UNPRECEDENTED OPPORTUNITY FOR SIGNIFICANT MEDICAID SYSTEM REFORM AND WE HAVE ARGUED STRENUOUSLY THAT SYSTEMIC REFORM THROUGH PUBLIC-PRIVATE PARTNERSHIPS IS THE ONLY WAY TO CREATE MODELS OF FLEXIBLE SUPPORT THAT ARE MORE EFFICIENT AND RESPONSIVE TO THE UNIQUE NEEDS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE NEEDS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE NOT LIMITED TO THE UNITED STATES. BETHESDA IS ALSO WORKING TO HELP MAKE A DIFFERENCE IN THE LIVES OF PEOPLE AROUND THE WORLD. BETHESDA'S INTERNATIONAL OUTREACH TO PEOPLE WITH DISABILITIES WORKS THROUGH IMPACT AND ITS PARTNER ORGANIZATIONS AS WELL AS THROUGH OTHER LUTHERAN PARTNERS AND NGOS. BETHESDA'S INTERNATIONAL OUTREACH EFFORTS SUPPORT SUSTAINABLE DISABILITY MINISTRIES IN EIGHT COUNTRIES, PROVIDING SERVICES TO MORE THAN 680 INDIVIDUALS AND FAMILIES EACH YEAR. TOGETHER WITH OUR PARTNERS, LUTHERAN CHURCH MISSOURI SYNOD (LCMS) WORLD MISSION AND LCMS WORLD RELIEF AND HUMAN CARE, BETHESDA HAS WORKED TO ESTABLISH THE FIRST GROUP HOME IN THE DOMINICAN REPUBLIC. WE HAVE ALSO PARTNERED WITH CONANI, THE GOVERNMENT AGENCY IN THE DOMINICAN REPUBLIC THAT OVERSEES ORPHANED CHILDREN. IN JANUARY 2011, SIX CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES MOVED INTO THE GOOD SHEPHERD LUTHERAN HOME IN PALMAR ARRIBA IN THE DOMINICAN REPUBLIC. THE CHILDREN ARE ORPHANS WHO LIVED IN A LARGE GOVERNMENT INSTITUTION. THE HOME WAS DEDICATED IN MARCH 2011 AND IS NOW RUN BY EIGHT BETHESDA-TRAINED STAFF. THROUGH THE IMPACT ALLIANCE, BETHESDA BEGAN A NEW PROJECT IN INDIA IN DECEMBER 2010. THIS IS THE FIRST IMPACT PROJECT TO BE CONDUCTED IN ASIA. THE PROJECT WILL FOCUS ON BUILDING AWARENESS AND ADVOCACY AS WELL AS COMMUNITY-BASED SUPPORTS FOR PEOPLE WITH DISABILITIES IN SEVERAL VILLAGES IN SOUTHERN INDIA. BETHESDA JOINED WITH MILLNECK MANOR, A NEW YORK-BASED NONPROFIT, TO CONSTRUCT A NEW MEDICAL CLINIC IN KISUMU, KENYA. THE CLINIC WILL GREATLY INCREASE ACCESS TO MEDICAL CARE AND AUDIOLOGICAL SERVICES FOR PEOPLE WITH DISABILITIES AS WELL AS THE COMMUNITY AT LARGE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA LUTHERAN COMMUNITIES INC
 
Employer identification number

39-0806446
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) BETHESDA LUTHERAN FOUNDATION

600 HOFFMANN DRIVE

WATERTOWN,WI53094
39-1336413 		RAISE FUNDS FOR BETHESDA LUTHERAN COMMUNITIES, INC. WI 501(C)(3) 11, TYPE I BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(2) GOOD SHEPHERD RESIDENCE INC (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
94-2576886 		LOW INCOME HOUSING CA 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(3) GOOD SHEPHERD OF WASHINGTON (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
91-1323920 		LOW INCOME HOUSING WA 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(4) GOOD SHEPHERD OF WASHINGTON II (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
91-1369875 		LOW INCOME HOUSING WA 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(5) GOOD SHEPHERD CORPORATION OF ORGEGON (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
94-3043530 		LOW INCOME HOUSING WA 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(6) OREGON GOOD SHEPHERD LUTHERAN HOME INC (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
94-3043533 		LOW INCOME HOUSING WA 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(7) GOOD SHEPHERD OF COLORADO I (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
74-2676369 		LOW INCOME HOUSING CO 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(8) CREATING POSSIBILITIES INC (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
84-1261170 		LOW INCOME HOUSING CO 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(9) FAITH VILLAGE INC (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
48-0919671 		LOW INCOME HOUSING KS 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(10) FAITH VILLAGE IV INC (HUD)

600 HOFFMANN DRIVE

WATERTOWN,WI53094
48-1066940 		LOW INCOME HOUSING KS 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
(11) LUTHERAN DISABILITY MINISTRIES INC

600 HOFFMANN DRIVE

WATERTOWN,WI53094
35-2040618 		SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN 501(C)(3) 9 BETHESDA LUTHERAN COMMUNITIES INC
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BETHESDA LUTHERAN FOUNDATION INC

 C 6,000,000 CASH TRANSFER
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: