2025-10-07T08:13:59-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-01-01 390790565 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC OAKW 6082304699 6165 MINERAL POINT ROAD MADISON WI 53705 CHRISTINE O'DONNELL CHIEF FINANCIAL OFFICER 6082304699 2025-10-02 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2025-10-01 2024 2025-03-06 01:10:19Z CHRISTINE O'DONNELL 6165 MINERAL POINT ROAD MADISON WI 53705 26965625 0 X WWW.OAKWOODVILLAGE.NET X 1948 WI OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS. 5 5 1084 149 0 0 4029378 606159 15523541 20322263 108214 124575 31577 78736 19692710 21131733 0 0 0 0 13844219 15695405 0 0 0 13108528 11582849 26952747 27278254 -7260037 -6146521 73630884 69594998 90255497 90574635 -16624613 -20979637 X OAKWOOD IS CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION, AND PURPOSE. 0 0 12871962 10796620 HEBRON OAKS IS A 60 BED SKILLED NURSING FACILITY, PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, AND LIFE ENRICHMENT ACTIVITIES. DURING 2024, THERE WERE 16,082 CENSUS DAYS OF CARE FOR THESE RESIDENTS. PAYER SOURCES FOR THESE RESIDENT DAYS INCLUDE PRIVATE PAY, MEDICARE, MANAGED CARE, AND MEDICAID. SOME OF THESE PAYER SOURCES DO NOT COVER THE FULL COST OF CARE. HOUSEKEEPING, LAUNDRY, PLANT OPERATIONS/MAINTENANCE, PHARMACY AND REHABILITATION SERVICES ARE ALSO PROVIDED AS PART OF THE OVERALL SERVICES RENDERED. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. 3709940 3111788 COVENANT OAKS IS A 40 BED DEMENTIA-SPECIFIC ASSISTED LIVING FACILITY. DURING 2024, THERE WERE 13,883 CENSUS DAYS OF CARE FOR THESE RESIDENTS. PAYER SOURCES FOR THESE RESIDENTS INCLUDE PRIVATE PAY AND LIMITED MEDICAID-TYPE PROGRAMS. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. THE SERVICES PROVIDED INCLUDE NURSING, RESIDENT ASSISTANCE, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, LIFE ENRICHMENT ACTIVITIES AND PASTORAL CARE. 4728945 3966499 OAKWOOD PHARMACY IS A FULL SERVICE PHARMACY PROVIDING PRESCRIPTION FULFILLMENT, MEDICATION MANAGEMENT, AND RESIDENT CONSULTING SERVICES TO ALL OAKWOOD RESIDENTS. 3011661 2526092 HOME HEALTH PROVIDES PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SKILLED NURSING SERVICES TO OAKWOOD RESIDENTS, AS WELL AS OFF-CAMPUS PATIENTS. PAYER SOURCES FOR THESE SERVICES INCLUDE MEDICARE PART A AND SELECT MEDICARE ADVANTAGE PLANS. HOSPICE PROVIDES MEDICAL, EMOTIONAL, AND SPIRITUAL CARE FOR RESIDENTS AND THEIR LOVED ONES WHEN THEY NEED IT MOST. PAYER SOURCES FOR THESE SERVICES MEDICARE PART A AND HOSPICE BENEFITS PROVIDED BY SOME PRIVATE INSURANCE COMPANIES. 3011661 2526092 24322508 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 X 147 0 1 1084 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X CHRISTINE O'DONNELL 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 KEVIN HAYDEN CHAIR 2.00 6.00 X X 0 0 0 KELLY SITKIN VICE CHAIR 2.00 0.00 X X 0 0 0 TOM VERCAUTEREN TREASURER 2.00 0.00 X X 0 0 0 RICHARD ROSSMILLER SECRETARY 2.00 0.00 X X 0 0 0 MARY MERTZ DIRECTOR 2.00 0.00 X 0 0 0 JANICE HAMILTON-CRAWFORD CEO 10.00 30.00 X 631276 0 13399 CHRISTINE O'DONNELL CFO 10.00 30.00 X 301893 0 8649 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 10.00 30.00 X 342482 0 16092 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 10.00 30.00 X 213786 0 26913 ANGELA STUDNICKA PHARMACY DIRECTOR 10.00 30.00 X 192500 0 39185 JENNIFER MAINA VP OF CLINICAL EXCELLENCE 10.00 30.00 X 152387 0 17468 MADELINE WIGER EXECUTIVE DIRECTOR 10.00 30.00 X 145543 0 12877 TRACY HEAD PHARMACIST 10.00 30.00 X 144699 0 39086 2124566 0 173669 8 0 1 0 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING/CONSULTING SERVICES 803851 PARASOL ALLIANCE LLC 557 FOREST VIEW RD LINDENHURST IL 60046 INFORMATION TECHNOLOGY SERVICES 521878 BOLLER & VAUGHAN LLC 605 W MAIN STREET MADISON WI 53703 LEGAL SERVICES 500000 COYLE CARPET ONE LLC 250 W BELTLINE HWY MADISON WI 53713 CARPET INSTALLATION SERVICES 308867 CTW ABBEY CARPET FLOOR 4920 TRIANGLE STREET MCFARLAND WI 53558 CARPET INSTALLATION SERVICES 233568 14 606159 606159 NET SERVICE FEES 812900 20322263 20322263 20322263 124159 124159 5834308 5833892 416 416 416 MISCELLANEOUS 900099 78736 78736 78736 21131733 20400999 0 124575 328448 295603 32845 12647428 11333302 1314126 369128 334040 35088 1415239 1151936 263303 935162 854644 80518 28561 28561 32316 32316 894472 576282 318190 91034 45336 45698 322092 292784 29308 515741 260946 254795 577163 556054 21109 7164 1233 5931 1322241 1322241 2682350 2392903 289447 201871 26 201845 OPERATING AND MEDICAL S 4102408 4099616 2792 DINING FOOD COST 511666 511792 -126 GRANTS AND OUTREACH 162870 162870 BED TAX 130900 130900 27278254 24322508 2955746 0 4380126 4260484 11298394 11643668 8526968 7654624 420920 280232 727771 854950 67996674 25703617 45167041 42293057 304974 268428 2804690 2339555 73630884 69594998 9286807 7412038 28156 26768 43052907 42347416 37887627 40788413 90255497 90574635 X -17339270 -21676545 714657 696908 -16624613 -20979637 73630884 69594998 X -6146521 41499 1767747 -17749 X 0 1 X 1 0 X 778373 1075542 5150336 4029378 606159 11639788 13796700 13522355 12155950 15523541 20322263 75320809 14575073 14597897 17306286 19552919 20928422 86960597 26222 26222 0 26222 26222 86934375 378058 102436 124159 604653 378058 102436 124159 604653 1106603 97335 32240 31577 78736 1346491 15681676 14695232 17716584 19686932 21131317 88911741 0.97780 0.97740 0.00680 0.00570 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 1,106,603. 2021 AMOUNT: $ 97,335. 2022 AMOUNT: $ 32,240. 2023 AMOUNT: $ 31,577. 2024 AMOUNT: $ 78,736. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 714657 9191 -25945 995 696908 850828 140198 2543712 2820081 714657 841822 5329 3759 82 850828 573753 9926 231129 -27014 841822 634432 4120 100315 165114 573753 0.59401 0.29044 0.11555 0 1 1 2424827 2424827 47445596 18541916 28903680 90983 48502 42481 18035268 7113199 10922069 42293057 ASSET RETIREMENT OBLIGATION 229632 SHORT TERM LEASE OBLIGATION 1206624 DUE TO RELATED PARTY 39351417 RENTAL SECURITY DEPOSITS 740 40788413 PART V, LINE 4: THE FUNDS ARE HELD AND MANAGED BY OAKWOOD FOUNDATION FOR PROGRAMS INTENDING TO PROVIDE CONTINUING CARE, EDUCATION, PASTORAL CARE, AND GENERAL PURPOSES. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 268366 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 321506 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1192193 0 0 0 0 0 0 1782065 0 1782065 1 0 1 0 0 0 SCHEDULE F, PART IV, LINE 3 THE FOREIGN CORPORATION OWNED IS UNDER THE THRESHOLD FOR A FORM 5471 TO BE FILED. X X X X 0 0 0 0 0 0 0 0 0 JANICE HAMILTON-CRAWFORD CEO 415231 0 172833 0 43212 0 0 0 13399 0 644675 0 0 0 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 267500 0 60475 0 14507 0 5047 0 11045 0 358574 0 0 0 CHRISTINE O'DONNELL CFO 236635 0 53949 0 11309 0 7630 0 1019 0 310542 0 0 0 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 190337 0 16100 0 7349 0 6068 0 20845 0 240699 0 0 0 ANGELA STUDNICKA PHARMACY DIRECTOR 174003 0 14444 0 4053 0 14196 0 24989 0 231685 0 0 0 TRACY HEAD PHARMACIST 141240 0 650 0 2809 0 11203 0 27883 0 183785 0 0 0 JENNIFER MAINA VP OF CLINICAL EXCELLENCE 150904 0 1180 0 303 0 3616 0 13852 0 169855 0 0 0 MADELINE WIGER EXECUTIVE DIRECTOR 142389 0 2451 0 703 0 4279 0 8598 0 158420 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97712JEE9 2021-12-29 44124150 REFUND SERIES 2018, 2016 BONDS AND FUND NEW FACILITY 0 0 0 A 1019055 44124150 2233375 506684 1841 873868 29228557 11279825 1 0 1 1 A 0 1 0 0 0.00290 0.00290 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/10/2023 FORM 990, PART V, LINE 2A ALL EMPLOYEES RESIDE IN OAKWOOD VILLAGE UNIVERSITY WOODS HOMES. EMPLOYEES CHARGE THEIR TIME TO THE ENTITY THAT THEY ARE PERFORMING SERVICES IN. FORM 990, PART VI, SECTION A, LINE 4 QUORUM AT MEETINGS WAS AMENDED FROM 25% OF THE TOTAL MEMBERSHIP HAD TO BE IN ATTENDANCE FOR A QUORUM TO BE REACHED IN ORDER FOR BUSINESS TO BE TRANSACTED AT A MEETING TO ATTENDANCE IN PERSON BY REPRESENTATIVES OF MEMBERS SHALL CONSTITUTE A QUORUM FOR TRANSACTING BUSINESS AT ANY MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE 37 CHURCHES IN DANE COUNTY, WISCONSIN FORM 990, PART VI, SECTION A, LINE 7A MEMBER CHURCHES HAVE DELEGATES WHO ARE ABLE TO VOTE TO ELECT MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B CONTROLLER, CFO AND AUDIT FINANCE AND INSURANCE COUNCIL OF THE OAKWOOD BOARD OF DIRECTORS DO A THOROUGH REVIEW OF THE FORM 990 BEFORE FILING WITH THE IRS. FULL DRAFT RETURN IS AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO AND DISCUSSED WITH NEW BOARD MEMBERS DURING BOARD ORIENTATION. ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IF A CONFLICT OF INTEREST EXISTS OR IS PERCEIVED TO EXIST, THE INDIVIDUAL IN QUESTION SHOULD DISCLOSE THE CONFLICT BEFORE THE BOARD TAKES ANY ACTION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF THE ORGANIZATION TO REVIEW THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) AS PART OF AN ANNUAL PERFORMANCE REVIEW PROCESS. BIENNIALLY, HUMAN RESOURCES CONTRACTS WITH AN INDEPENDENT THIRD PARTY TO CONDUCT A MARKET-BASED ANALYSIS AND BENCHMARK OF CEO COMPENSATION THAT UTILIZES DATA FROM REGIONAL ORGANIZATIONS OF SIMILAR SIZE. THE BENCHMARK IS PRESENTED TO THE OAKWOOD BOARD OF DIRECTORS. THE DECISIONS, PROCESS FOR DECISION-MAKING, AND COMMITTEE MEMBERS ARE DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN OFI INVESTMENT -17,749. OAKWOOD ACQUISITIONS LLC 6165 MINERAL POINT RD MADISON WI 53705 821940797 LAND HOLDING COMPANY WI 0 2424827 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 237401541 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 391966790 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 391966791 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD FOUNDATION INC 6201 MINERAL POINT RD MADISON WI 53705 391398037 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 7 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 6201 MINERAL POINT RD MADISON WI 53705 831096645 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0