COREWELL HEALTH: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 38-2601965)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349317629
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:40:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Renaissance Center Suite 3900 | AddressLine1Txt |
| City | Detroit | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382601965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oakwood Health Promotions Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 2484266950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26901 Beaumont Blvd | AddressLine1Txt |
| City | Southfield | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PEETZ | PersonNm |
| Person Title | VP of Treasury | PersonTitleTxt |
| Phone | 2484266950 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alicia Janisch | PreparerPersonNm |
| PTIN | P00741382 | PTIN |
| Phone | 3133963000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Margaret Lightner | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26901 Beaumont Blvd | AddressLine1Txt |
| City | Southfield | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,340,563 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.beaumont.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Provision of independent living, assisted living, Alzheimer's care, and skilled nursing care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,018,305 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,742,806 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,134 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,593,078 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,117 | PYOtherRevenueAmt |
| CY Other Revenue | $2,610 | CYOtherRevenueAmt |
| PY Total Revenue | $32,097,556 | PYTotalRevenueAmt |
| CY Total Revenue | $34,338,494 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,619,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,168,470 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,525,396 | PYOtherExpensesAmt |
| CY Other Expenses | $17,993,625 | CYOtherExpensesAmt |
| PY Total Expenses | $33,145,051 | PYTotalExpensesAmt |
| CY Total Expenses | $33,162,095 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,047,495 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,176,399 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,631,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,107,637 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,673,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,232,546 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,957,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,875,091 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Oakwood Health Promotions, Inc.'s primary exempt purpose is the provision of four different levels of elder care: independent living, assisted living, Alzheimer's care, and skilled nursing care. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,841,478 | ExpenseAmt |
| Revenue | $29,745,416 | RevenueAmt |
| Desc | Oakwood Health Promotions, Inc. provides senior living apartments for over 240 residents which includes meals, activities, security services, and transportation and fitness. Oakwood Health Promotions, Inc. also provides nursing home care, with the majority of the nursing home residents being Medicare or Medicaid patients. | Desc |
| Total Program Service Expenses | $29,841,478 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maria Miller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3132539606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26901 Beaumont Blvd | AddressLine1Txt |
| City | Southfield | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48033 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Susan Grant | ||||||||
| Chairperson (Start 10/24/19) | 2.00 | 54.00 | Yes (X) | Yes (X) | $0 | $879,873 | $267,905 | |
| Paul LaCasse | ||||||||
| Chairperson (End 10/24/19) | 2.00 | 54.00 | Yes (X) | Yes (X) | $0 | $862,269 | $28,729 | |
| David Michael Sengstock | ||||||||
| Program Director Geriatric | 50.00 | 0.00 | $0 | $325,706 | $46,591 | Yes (X) | ||
| Margaret Lightner | ||||||||
| President & Secretary | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $262,284 | $72,480 | |
| Maria Miller | ||||||||
| Treasurer | 2.00 | 52.00 | Yes (X) | Yes (X) | $0 | $230,421 | $55,652 | |
| Jacqueline C Mohs | ||||||||
| Physician | 50.00 | 0.00 | $0 | $249,668 | $26,331 | Yes (X) | ||
| Linda Susan Nickerson | ||||||||
| Admin. Residential Svc LTC | 50.00 | 0.00 | $0 | $124,333 | $27,674 | Yes (X) | ||
| Marceline Weshalek | ||||||||
| Dir. Finance Operations LTC | 50.00 | 0.00 | $0 | $127,997 | $6,347 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,062,551 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $531,709 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morrison Management Specialists Inc | |||||
| PO Box 102289 | Atlanta | GA | 303682289 | Food Service Staffing | $3,581,759 |
| Therapy Management Inc | |||||
| 851 Penniman Ave | Plymouth | MI | 48170 | Therapy Services | $2,040,862 |
| OnceCare RX | |||||
| 1945 heide Dr Ste A | Troy | MI | 48084 | Pharmacy Services | $836,613 |
| Tricounty Nurses Plus LLC | |||||
| 20600 Eureka Rd Ste 710 | Taylor | MI | 48180 | Nursing Services | $406,459 |
| Rollin Lee Titsworth Trust | |||||
| 101 W Big Beaver | Troy | MI | 48084 | Patient Estate Services | $353,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Net Patient Service | 624100 | $18,056,372 | $18,056,372 | $0 | $0 |
| Apartment Rental | 623990 | $10,570,278 | $10,570,278 | $0 | $0 |
| Other Resident Service | 623000 | $1,116,156 | $1,116,156 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,742,806 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,589,847 | TotalRevenueColumnAmt |
| Exclusion | $4,589,847 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,069 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,231 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,231 | TotalRevenueColumnAmt |
| Exclusion | $3,231 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Chart/ Bill Copies | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,610 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,610 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,338,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,745,416 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,593,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,313,583 | TotalAmt |
| Program Services | $8,354,647 | ProgramServicesAmt |
| Management And General | $1,958,936 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,085,137 | TotalAmt |
| Program Services | $3,427,839 | ProgramServicesAmt |
| Management And General | $657,298 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,750 | TotalAmt |
| Program Services | $645,897 | ProgramServicesAmt |
| Management And General | $123,853 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,799 | TotalAmt |
| Program Services | $113,799 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,672,343 | TotalAmt |
| Program Services | $6,572,881 | ProgramServicesAmt |
| Management And General | $99,462 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,796 | TotalAmt |
| Program Services | $98,796 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,819 | TotalAmt |
| Program Services | $57,951 | ProgramServicesAmt |
| Management And General | $110,868 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787 | TotalAmt |
| Management And General | $787 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,800 | TotalAmt |
| Program Services | $1,098,256 | ProgramServicesAmt |
| Management And General | $36,544 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,384 | TotalAmt |
| Program Services | $5,556 | ProgramServicesAmt |
| Management And General | $5,828 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,340 | TotalAmt |
| Management And General | $2,340 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,104 | TotalAmt |
| Program Services | $1,050,104 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,852 | TotalAmt |
| Program Services | $1,472,274 | ProgramServicesAmt |
| Management And General | $263,578 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,623 | TotalAmt |
| Program Services | $101,500 | ProgramServicesAmt |
| Management And General | $61,123 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Corporate Allocations | $2,941,696 | $2,941,696 |
| Prof. Svcs. Allocation | $1,553,935 | $1,553,935 |
| Pharmaceuticals | $1,134,404 | $1,134,404 |
| Medical Expenses | $467,848 | $467,848 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,095 | TotalAmt |
| Program Services | $744,095 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,162,095 | TotalAmt |
| Program Services | $29,841,478 | ProgramServicesAmt |
| Management And General | $3,320,617 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,541 | BOYAmt |
| EOY | $269,203 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,610,792 | BOYAmt |
| EOY | $2,549,305 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,549 | BOYAmt |
| EOY | $30,011 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,708 | BOYAmt |
| EOY | $85,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,430,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,768,063 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,321,037 | BOYAmt |
| EOY | $26,662,584 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,239,693 | BOYAmt |
| EOY | $65,474,061 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,115,732 | BOYAmt |
| EOY | $14,036,756 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,631,052 | BOYAmt |
| EOY | $109,107,637 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,301 | BOYAmt |
| EOY | $856,390 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,437 | BOYAmt |
| EOY | $90,513 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,198,942 | BOYAmt |
| EOY | $12,623,515 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,277,774 | BOYAmt |
| EOY | $31,662,128 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,673,454 | BOYAmt |
| EOY | $45,232,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,957,598 | BOYAmt |
| EOY | $63,875,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,957,598 | BOYAmt |
| EOY | $63,875,091 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,631,052 | BOYAmt |
| EOY | $109,107,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,176,399 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,388,317 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $352,777 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $125,375 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,333,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,496,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,456,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,018,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,742,806 | CurrentTaxYearAmt |
| Total | $162,048,296 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,610 | CurrentTaxYearAmt |
| Total | $21,483 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,385,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,566,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,473,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,023,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,745,416 | CurrentTaxYearAmt |
| Total | $162,195,154 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $162,195,154 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,078,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,864,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,753,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,589,847 | CurrentTaxYearAmt |
| Total | $14,359,641 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,078,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,864,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,753,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,589,847 | CurrentTaxYearAmt |
| Total | $14,359,641 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,464,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,431,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,227,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,097,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,335,263 | CurrentTaxYearAmt |
| Total | $176,554,795 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93520 | PublicSupportPY509Pct |
| Investment Income CY | 0.08130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06480 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,051,214 | OtherCostOrOtherBasisAmt |
| Book Value | $4,051,214 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,315,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,746,599 | DepreciationAmt |
| Book Value | $18,568,814 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,954,214 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,041,002 | DepreciationAmt |
| Book Value | $913,212 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,109,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $980,462 | DepreciationAmt |
| Book Value | $3,129,344 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,662,584 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (16 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Cash Equivalents | $7,316,133 | F |
| Commingled Funds | $10,650,120 | F |
| Equity Funds | $13,210,882 | F |
| Agency | $67,920 | F |
| Asset Backed | $1,355,673 | F |
| CMO | $851,499 | F |
| Corporate Bonds | $3,427,453 | F |
| Mortgage Pass-Through | $1,085,881 | F |
| Municipal Bonds | $591,008 | F |
| US Treasury | $2,892,362 | F |
| Yankee | $1,056,481 | F |
| Private Capital | $3,087,677 | F |
| Private Real Estate | $1,576,754 | F |
| Hedge Funds | $16,183,136 | F |
| Derivatives | $487,298 | F |
| Mutual Fund | $1,633,784 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $65,474,061 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Escrow Entrance Fees | $12,047,188 |
| Due From Affiliates | $1,989,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,036,756 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Intercompany Debt to Beaumont Health | $20,978,619 |
| Third Party Payables | $880,132 |
| Due to Affiliates | $9,803,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,662,128 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $38,609,782 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,388,318 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,388,318 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,221,464 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $113,799 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,231 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $117,030 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,338,494 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,045,065 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,045,065 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $113,799 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,231 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $117,030 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,162,095 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The escrow account liability is refundable resident deposits. These deposits consist of interest-bearing investments held by Oakwood Health Promotions, Inc. (OHP) in escrow for current and prospective residents. Interest earned on resident funds is available to OHP; interest earned on funds of prospective residents is not credited to them until they enter the facility or withdraw their application. Deposits are refunded no later than 90 days from the date the residents provide notice that they are leaving the facility, in accordance with disclosure statement contract. |
| Part V, Line 4: | The taxpayer is a member of a health system, the parent of which is Beaumont Health. During the year, Beaumont Health Foundation received funds from other entities in the system, of which a portion is attributable to restricted contributions. Please see the Form 990, Schedule D of Beaumont Health Foundation for information regarding this endowment fund. |
| Part XI, Line 4b - Other Adjustments: | Gain/Loss on disposal of assets 3,231. |
| Part XII, Line 4b - Other Adjustments: | Gain/Loss on disposal of assets 3,231. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Grant | ||||||||||||||
| Chairperson (Start 10/24/19) | $0 | $564,116 | $0 | $307,203 | $0 | $8,554 | $0 | $258,473 | $0 | $9,432 | $0 | $1,147,778 | $0 | $232,136 |
| Paul LaCasse | ||||||||||||||
| Chairperson (End 10/24/19) | $0 | $138,284 | $0 | $303,890 | $0 | $420,095 | $0 | $13,750 | $0 | $14,979 | $0 | $890,998 | $0 | $229,633 |
| David Michael Sengstock | ||||||||||||||
| Program Director Geriatric | $0 | $276,047 | $0 | $29,673 | $0 | $19,986 | $0 | $25,242 | $0 | $21,349 | $0 | $372,297 | $0 | $0 |
| Margaret Lightner | ||||||||||||||
| President & Secretary | $0 | $184,452 | $0 | $55,931 | $0 | $21,901 | $0 | $51,638 | $0 | $20,842 | $0 | $334,764 | $0 | $55,931 |
| Maria Miller | ||||||||||||||
| Treasurer | $0 | $184,466 | $0 | $44,276 | $0 | $1,679 | $0 | $42,724 | $0 | $12,928 | $0 | $286,073 | $0 | $44,276 |
| Jacqueline C Mohs | ||||||||||||||
| Physician | $0 | $185,322 | $0 | $60,669 | $0 | $3,677 | $0 | $17,083 | $0 | $9,248 | $0 | $275,999 | $0 | $0 |
| Linda Susan Nickerson | ||||||||||||||
| Admin. Residential Svc LTC | $0 | $112,763 | $0 | $9,977 | $0 | $1,593 | $0 | $12,605 | $0 | $15,069 | $0 | $152,007 | $0 | $9,977 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Beaumont Health, the parent corporation and sole member of Oakwood Healthcare, Inc., which is the sole member of Oakwood Health Promotions, Inc., uses the following to establish the compensation of the organization's top management official: - Compensation committee - Independent compensation consultant - Written employment contract - Compensation survey or study - Approval by the board or compensation committee |
| Part I, Line 4a | For some individuals, the employment agreement may provide if the employer terminates the agreement and the parties separate other than for cause, the employee may be entitled to severance pay. The terms and conditions to receive severance payments require the employee to sign a release of claims form that covers all situations surrounding the employee's employment and separation from the company. Severance payments made by Oakwood Healthcare, Inc. during 2019 include payments to the following individuals: Paul LaCasse, Severance Payment: $393,665 |
| Part I, line 5a: | Beaumont Health, the parent corporation and sole member of Oakwood Healthcare, Inc., which is the sole member of Oakwood Health Promotions, Inc., pays compensation on behalf of Oakwood Health Promotions, Inc. Beaumont Health has short-term and long-term incentive plans for executives, incentive awards are calculated based on the achievement of multiple targets, including the attainment of operating revenue targets. |
| Part I, line 5b: | Beaumont Health is the parent corporation and sole member of Oakwood Healthcare, Inc., which is the sole member of Oakwood Health Promotions Inc. Beaumont Health's operating revenue targets, used for purposes of determining short-term and long-term incentive awards for executives, include the revenues of Beaumont Health and its affiliate organizations. |
| Part II: | Executive Compensation at Beaumont Health Background Beaumont Health's executive compensation philosophy and program aligns with our strategic objectives, which contribute to the health and well-being of the residents throughout the communities we serve. As Beaumont looks to retain strong talent in both executive and non-executive positions across the organization, similar philosophies are utilized, which align with our organizational values of compassion, respect, integrity, teamwork, and excellence. To successfully lead such a large, complex organization like Beaumont Health, highly talented executive leadership is essential. Successful recruiting, retention and motivation of leaders requires nationally competitive compensation and benefits. Beaumont also considers recruiting executive leaders who could choose positions in industry sectors other than health care. Based on a rigorous objective methodology, including review of an independent consultant's Written Reasonableness Assessment Opinion and their national market data from other health systems, assessment of job responsibilities, evaluation of qualifications, and review and approval by a board committee comprised of independent and disinterested directors, Beaumont Health is confident that our executives' 2019 compensation is both competitive and reasonable. Philosophy Our executive compensation programs are based on the following key attributes: - Programs are aligned to the market - Beaumont provides market competitive compensation and benefits that are commonly provided by health systems of our size and complexity. Beaumont executive compensation is also aligned with the performance of the organization. For example, when the organization achieved upper-quartile performance, the intent is to have executive pay aligned with market pay in the upper-quartile. Lower levels of performance results in lower levels of executive pay, including no incentive pay if the organization does not meet certain metrics. - Performance metrics are tied to key strategic objectives - most of an executive's compensation at Beaumont is dependent on how the organization performs on key goals and metrics including patient safety, quality of care, and patient experience and satisfaction. As such, a substantial portion of an executive's pay is 'at-risk' (not guaranteed) based on organizational performance. Some of the 'at risk' pay is awarded over a multi-year period and there are no guarantees the entire amount will be paid. The executive's actual take home pay in any given year might be less than the total compensation as reported on the 990 if the organization's objectives over multiple years are not achieved. Further, Column E of Schedule J of the 990 can be easily misinterpreted and is often overstated due to counting compensation accrued in a given year, but not yet vested. To avoid inadvertently "double counting" compensation the best reflection of a single year's compensation is Schedule J Column B totaling Columns (i) through (iii) for 2019, which contains the most accurate source of information related to an executive's paid compensation in any given year. Year to year, an executive's total compensation will vary based on organizational performance as well as the scheduled timing of payments of amounts earned but not vested in earlier years. - General health and welfare programs are consistent with non-executives - in an effort to drive consistency, transparency, and fairness, Beaumont executives participate in the same health and welfare programs as other non-executive employees. Governance of Executive Compensation Beaumont is committed to maintaining high standards of corporate governance. Our corporate governance process is compliant, transparent and ensures compensation is administered in a fair and equitable manner consistent with IRS guidelines. Executive compensation is governed by the Organization and Compensation Committee (OCC) of the Board of Directors of Beaumont Health, the parent organization of a multi-entity health system. The committee is comprised of independent board members who have no conflicts of interest as it relates to the organization's executive compensation. The committee is responsible for: - Reviewing, validating and approving performance goals and metrics related to the executive's at-risk compensation plans. - Reviewing, validating and approving performance achieved on the executive at-risk compensation plans. - Reviewing and approving compensation for each member of the organization's senior leadership team. - Ensuring compensation is reasonable and appropriate based on performance achieved and the organization's mission. The independent committee also receives support from outside advisors with expertise in health care organizations and executive compensation. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | The following individuals have a business relationship because they are board members or shared officers of a taxable entity within the Beaumont Health System: Maria Miller Paul LaCasse |
| Form 990, Part VI, Section A, line 3 | Oakwood Healthcare, Inc., on behalf of Oakwood Health Promotions, Inc., has outsourced the management duties of dietary services, clinical engineering, facility services, environmental services and laundry services. All companies engaged to provide managerial services for the organization report directly to site administrators and/or corporate directors employed by Oakwood Healthcare, Inc. |
| Form 990, Part VI, Section A, line 6 | Oakwood Healthcare, Inc., a wholly-owned subsidiary of Beaumont Health, is the corporate member of Oakwood Health Promotions, Inc. |
| Form 990, Part VI, Section A, line 7a | Beaumont Health is the parent corporation and sole member of Oakwood Healthcare, Inc., which is the sole member of Oakwood Health Promotions, Inc. Oakwood Healthcare, Inc., acting solely at the direction of the parent, has the right to elect one or more members of Oakwood Health Promotion Inc.'s governing body. |
| Form 990, Part VI, Section A, line 7b | Beaumont Health, as the parent of Oakwood Healthcare, Inc., and Oakwood Healthcare, Inc., as the corporate member of Oakwood Health Promotions, Inc., have designated reserved powers over Oakwood Health Promotions, Inc.'s operations, including but not limited to budget, acquisitions, capital projects and participation in joint ventures. |
| Form 990, Part VI, Section B, line 11b | Form 990 was subjected to a multi-step review process prior to filing with the government by the statutory due date. Form 990 is prepared by Beaumont Health Treasury Administration, reviewed by that department's management, and subsequently reviewed by the filing entity's paid preparer. As the final step in this review process, a copy of the final filing version of Form 990 is provided to each voting member of the filing entity's governing body for their review prior to the form being filed. |
| Form 990, Part VI, Section B, line 12c | Beaumont Health, the parent corporation and sole member of Oakwood Healthcare, Inc., which is the sole member of Oakwood Health Promotions, Inc., recognizes that it has an obligation to its patients, its payors, its designees and the communities it serves to observe the highest level of integrity to ensure clinical, business, and academic decision making is not compromised by financial or other relationships with industry. The Corporate Compliance Office, with the assistance of human resources and specific individual departments, will coordinate upon hire and each calendar year thereafter, a process of obtaining conflict of interest/disclosure of remuneration statements. All areas of the institution will follow the human resources hiring process protocol to assure compliance with the conflict of interest program. At any time when a designee becomes involved in a relationship that is or may be perceived to be a conflict of interest, the designee must complete the conflict or interest/disclosure of remuneration statements and forward to the Corporate Compliance Officer. A conflict of interest or need to disclose remuneration may exist if a Beaumont designee or any member of their immediate family receives compensation in any form for services rendered in any capacity to any organization or individual that has any past, present, or prospective business dealings with Beaumont, if such a compensation might be reasonably construed as tending to prevent the designee from acting solely and wholly in the best interest of Beaumont Health. |
| Form 990, Part VI, Section B, line 15 | Beaumont Health's Board of Directors, of which Oakwood Health Promotions, Inc. is affiliated through its parent corporation, Oakwood Healthcare, Inc., has duly appointed an Organization and Compensation Committee (the "Committee"), which is responsible for the review and approval of compensation and benefits provided to Beaumont and its affiliated members' executive management teams. The Committee has adopted a written executive compensation philosophy statement governing the work and review process of the Committee. The Committee follows the procedures described in the philosophy statement when it reviews and approves the compensation and employee benefits provided to senior management, including the Chief Executive Officer and other officers. The Committee reviews all aspects of compensation, including current and deferred compensation, and benefits, including qualified and non-qualified benefits. The Committee meets four times a year and approves compensation and benefits only to the extent that the Committee has concluded that the compensation and benefits constitute no more than reasonable compensation for each executive. The Committee consists of six members, all of whom are disinterested members of the Board of Directors. The Committee works with an independent compensation consultant to prepare and review in advance comprehensive data showing the compensation provided by similarly situated organizations for functionally similar positions. The Committee also prepares a timely and thorough written record of its deliberations and conclusions. As a result, the Committee's review process is designed to satisfy the procedural criteria necessary to qualify for the rebuttable presumption of reasonableness under the federal income tax law intermediate sanctions rules. The Committee has expressly determined that the total compensation provided is reasonable, based on the review of the market data presented by the independent compensation consultant and on the review of all other relevant facts and circumstances. |
| Form 990, Part VI, Section C, line 19 | The organization will provide any documents that are required to be open for public inspection to the public upon request. |
| Form 990, Part IX, line 11g | Contracted Labor: Program service expenses 2,438,497. Management and general expenses 2,639. Fundraising expenses 0. Total expenses 2,441,136. Consulting, Other: Program service expenses 17,324. Management and general expenses 26,500. Fundraising expenses 0. Total expenses 43,824. Temporary Labor, Non Clinical: Program service expenses 7,150. Management and general expenses 170. Fundraising expenses 0. Total expenses 7,320. Transportation Services: Program service expenses 155,983. Management and general expenses 0. Fundraising expenses 0. Total expenses 155,983. Other, Net: Program service expenses 64,467. Management and general expenses 70,153. Fundraising expenses 0. Total expenses 134,620. Dietary services: Program service expenses 3,889,460. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,889,460. |
| Form 990, Part XI, line 9: | Assets released for capital expenditure 610,918. Transfer to Beaumont Health -258,141. |
| Form 990, Part VII, Section B, Line 1: | The health system has a centralized accounts payable function and, as such, all 1099's are issued by Beaumont Health. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beaumont Health | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 465718220 | Parent Company of the Health System | MI | 501(c)(3) | 12C, III-FI | N/A | 0 | |
| Beaumont Medical Transportation Service | |||||||||||
| 950 W Maple Suite C | Troy | MI | 48084 | 260203703 | Medical Transportation Services | MI | 501(c)(3) | 10 | Yes (1) | Beaumont Health | |
| Botsford Continuing Care Corporation | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 382549505 | Long Term Nursing Care | MI | 501(c)(3) | 10 | Yes (1) | Botsford General Hospital | |
| Botsford General Hospital | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 381426919 | Hospital | MI | 501(c)(3) | 3 | Yes (1) | Beaumont Health | |
| Community Emergency Medical Service Inc | |||||||||||
| 25400 W Eight Mile Road | Southfield | MI | 48033 | 382410823 | Emergency Medical Services | MI | 501(c)(3) | 10 | Yes (1) | Botsford General Hospital | |
| Michigan Mobile PET Imaging | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 331086165 | Mobile PET Scanning | MI | 501(c)(3) | 12A, I | Yes (1) | Oakwood Healthcare Inc | |
| Oakwood Healthcare Inc | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 381405141 | Hospital | MI | 501(c)(3) | 3 | Yes (1) | Beaumont Health | |
| Oakwood United Hospitals Inc | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 382837961 | Facility Leasing | MI | 501(c)(3) | 12A, I | Yes (1) | Oakwood Healthcare Inc | |
| Oakwood Home Care Services | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 382877338 | Home Health Services | MI | 501(c)(3) | 10 | Yes (1) | Oakwood Healthcare Inc | |
| William Beaumont Hospital | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 381459362 | Hospital | MI | 501(c)(3) | 3 | Yes (1) | Beaumont Health | |
| Beaumont Health Foundation | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 364852171 | Foundation | MI | 501(c)(3) | 7 | Yes (1) | Beaumont Health | |
| Beaumont Medical Group-Hospital Based Services | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 822768899 | Physician Support Services | MI | 501(c)(3) | 10 | Yes (1) | Beaumont Health | |
| Beaumont Medical Group-Primary Care Services | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 822796539 | Physician Support Services | MI | 501(c)(3) | 10 | Yes (1) | Beaumont Health | |
| Beaumont Medical Group-Specialty Services | |||||||||||
| 26901 Beaumont Blvd | Southfield | MI | 48033 | 822784244 | Physician Support Services | MI | 501(c)(3) | 10 | Yes (1) | Beaumont Health | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Dearborn Schaeffer Office Company LLC | |||||||
| One Town Square Suite 1600 | Southfield | MI | 48076 | 262448025 | Real Estate | MI | N/A |
| Oakmed LLC | |||||||
| 1938 Woodslee Drive | Troy | MI | 48083 | 461459737 | Private Duty Nursing | MI | N/A |
| Beaumont kidney Specialty Services LLC | |||||||
| 26400 West Twelve Mile Road | Southfield | MI | 48034 | 262200439 | Dialysis Services | MI | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beaumont Indemnity Company Ltd | ||||||||||||||
| 23 Lime Tree Bay Avenue | Grand Cayman | Grand Cayman | CJ | 980512415 | Premium Deposits | CJ | N/A | C | Yes (1) | |||||
| Beaumont Nursing Home Services Inc | ||||||||||||||
| 382799842 | Assisted Care Living | N/A | C | Yes (1) | 26901 Beaumont Blvd | Southfield | MI | 48033 | MI | |||||
| Beaumont Physicians Insurance Company Inc | ||||||||||||||
| 274261262 | Professional Insurance | N/A | C | Yes (1) | 26901 Beaumont Blvd | Southfield | MI | 48033 | MI | |||||
| Botsford Commons Property Assocation | ||||||||||||||
| 383203663 | Property Management | N/A | C | Yes (1) | 26901 Beaumont Blvd | Southfield | MI | 48033 | MI | |||||
| Oakwood Affiliated Ventures Inc and Subsidiaries | ||||||||||||||
| 371753159 | Office of Physicians/Non-Residental | N/A | C | Yes (1) | 26901 Beaumont Blvd | Southfield | MI | 48033 | MI | |||||
| Parastar Emergency Systems Inc | ||||||||||||||
| 382755982 | Management Dispatch Services | N/A | C | Yes (1) | 26901 Beaumont Blvd | Southfield | MI | 48033 | MI | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Beaumont Health Foundation | ||
| R | $669,522 | FMV |
| William Beaumont Hospital | ||
| R | $51,385 | FMV |
| Oakwood Healthcare Inc | ||
| S | $462,765 | FMV |
| Beaumont Health Foundation | ||
| Q | $782,819 | FMV |
| Beaumont Health | ||
| E | $20,978,619 | FMV |