OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC (EIN 39-0790565)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201412269349301331
- Schema version
- 2013v3.0
- 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 | 2014-08-14T10:32:12-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390790565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD LUTHERAN HOMES ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 6082304257 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK BOVA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6082304257 | PhoneNum |
| Signature | 2014-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2014-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICK BOVA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,614,695 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAKWOODVILLAGE.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 931 | TotalEmployeeCnt |
| Total Volunteers | 79 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $143,476 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,038,869 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,460,271 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,575,826 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,603,751 | PYTotalRevenueAmt |
| CY Total Revenue | $17,614,695 | 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 | $9,099,023 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,730,994 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,610,919 | PYOtherExpensesAmt |
| CY Other Expenses | $7,066,992 | CYOtherExpensesAmt |
| PY Total Expenses | $13,709,942 | PYTotalExpensesAmt |
| CY Total Expenses | $16,797,986 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $893,809 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $816,709 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,581,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,048,550 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,916,368 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,385,934 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,665,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,662,616 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OAKWOOD IS A LUTHERAN MINISTRY SERVING GENERATIONS OF AGING ADULTS, ENCOURAGING INDIVIDUALITY, WORTH AND WELL-BEING THROUGHOUT LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,318,022 | ExpenseAmt |
| Revenue | $14,581,700 | RevenueAmt |
| Desc | HEBRON OAKS IS A 95 BED SKILLED NURSING FACILITY, PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, AND ACTIVITIES. DURING 2013, THERE WERE 29,567 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 OPERATION/MAINTENANCE, PHARMACY AND REHABILITATION SERVICES ARE ALSO PROVIDED AS PART OF THE OVERALL SERVICES RENDERED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,447,092 | ExpenseAmt |
| Revenue | $2,924,297 | RevenueAmt |
| Desc | COVENANT OAKS IS A 40 BED DEMENTIA-SPECIFIC ASSISTED LIVING FACILITY. DURING 2013, THERE WERE 12,955 CENSUS DAYS OF CARE FOR THESE RESIDENTS. PAYER SOURCES FOR THESE RESIDENT DAYS INCLUDE PRIVATE PAY AND LIMITED MEDICAID-TYPE PROGRAMS. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY ARE SUBSIDIZED INTERNALLY. THE SERVICES PROVIDED INCLUDE NURSING, RESIDENT ASSISTANCE, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, RECREATIONAL ACTIVITIES, AND SPIRITUAL CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,765,114 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 931 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICK BOVA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082304365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BERNARD KNESTING | ||||||||
| CHAIR OF THE BOARD | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH YELINEK | ||||||||
| VICE CHAIR OF THE BOARD | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM HANSON | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY HANSON | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT ARMSTRONG | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRELL BEHNKE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA GESSNER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE GUSTAFSON | ||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY HERTEL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH KRUGER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY JENKINS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SCHMIDT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV BILL WHITE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL THAYER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE XANTHOPOULOS | ||||||||
| CEO | 12.00 | 28.00 | $221,671 | $0 | $19,627 | Yes (X) | ||
| BARBARA FRASER | ||||||||
| CFO THRU MARCH 2013 | 22.00 | 18.00 | $74,113 | $0 | $4,896 | Yes (X) | ||
| RICK BOVA | ||||||||
| CFO | 12.00 | 28.00 | $57,805 | $0 | $1,075 | Yes (X) | ||
| GERALD KELM | ||||||||
| SPECIAL PROJECTS | 11.00 | 29.00 | $108,894 | $0 | $15,464 | Yes (X) | ||
| TRACI RAETHER | ||||||||
| CHIEF CLINICAL OFFICER | 40.00 | 0.00 | $142,889 | $0 | $21,287 | Yes (X) | ||
| ALAN LUKAZEWSKI | ||||||||
| PHARMACY DIRECTOR | 40.00 | 0.00 | $133,508 | $0 | $4,678 | Yes (X) | ||
| LORI VAN DALEN | ||||||||
| VP HUMAN RESOURCES | 12.00 | 28.00 | $104,854 | $0 | $10,021 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $843,734 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,048 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VOGEL BROS BUILDING CO | |||||
| 2701 PACKERS AVENUE | MADISON | WI | 53704 | CONSTRUCTION | $1,476,432 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| 6710 W MAPLE ROAD | WEST BLOOMFIELD TOWNSH | MI | 48322 | DINING SERVICES | $1,231,457 |
| S B & A | |||||
| 207 W FRANKLIN ST | RICHMOND | VA | 23220 | CAMPUS MARKETING | $316,960 |
| PLANTE & MORAN PLLC | |||||
| 10 S RIVERSIDE PLAZA | CHICAGO | IL | 60606 | ACCOUNTING | $267,275 |
| VB MAT LLC | |||||
| 2701 PACKERS AVE P O BOX 7696 | MADISON | WI | 53707 | SITE PLANING/DESIGN | $205,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,038,869 | AllOtherContributionsAmt |
| Total Contributions | $1,038,869 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE FEES | 812900 | $12,951,063 | $12,951,063 |
| PHARMACY | 446110 | $3,137,603 | $3,137,603 |
| OCCUPATIONAL/PHYSICAL THERAPY | 900099 | $461,064 | $461,064 |
| SPECIAL FEES & SERVICES | 812900 | $23,096 | $23,096 |
| ACCOMODATION FEES | 900099 | $3,000 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,575,826 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,614,695 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,575,826 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,094 | TotalAmt |
| Management And General | $155,094 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,293,246 | TotalAmt |
| Program Services | $7,980,577 | ProgramServicesAmt |
| Management And General | $312,669 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,358 | TotalAmt |
| Program Services | $66,007 | ProgramServicesAmt |
| Management And General | $13,351 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,388 | TotalAmt |
| Program Services | $546,813 | ProgramServicesAmt |
| Management And General | $41,575 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,908 | TotalAmt |
| Program Services | $579,724 | ProgramServicesAmt |
| Management And General | $35,184 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,213 | TotalAmt |
| Program Services | $37 | ProgramServicesAmt |
| Management And General | $35,176 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,983 | TotalAmt |
| Management And General | $58,983 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,043 | TotalAmt |
| Management And General | $41,043 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,908 | TotalAmt |
| Program Services | $691,422 | ProgramServicesAmt |
| Management And General | $156,486 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,793 | TotalAmt |
| Program Services | $75,581 | ProgramServicesAmt |
| Management And General | $3,212 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,960 | TotalAmt |
| Program Services | $269,642 | ProgramServicesAmt |
| Management And General | $111,318 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,845 | TotalAmt |
| Program Services | $627,370 | ProgramServicesAmt |
| Management And General | $23,475 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,804 | TotalAmt |
| Program Services | $13,553 | ProgramServicesAmt |
| Management And General | $5,251 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,186 | TotalAmt |
| Program Services | $30,186 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,759 | TotalAmt |
| Program Services | $632,960 | ProgramServicesAmt |
| Management And General | $24,799 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,438 | TotalAmt |
| Program Services | $119,805 | ProgramServicesAmt |
| Management And General | $1,633 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHARMACY SUPPLIES & DIN | $2,387,748 | $2,387,748 | |
| BAD DEBT/WI T19 TAX | $514,786 | $514,786 | |
| MEDICAL/OPERATING SUPPL | $468,513 | $457,890 | $10,623 |
| DINNING FOOD COST | $403,919 | $403,919 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,094 | TotalAmt |
| Program Services | $360,094 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,797,986 | TotalAmt |
| Program Services | $15,765,114 | ProgramServicesAmt |
| Management And General | $1,032,872 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,409 | BOYAmt |
| EOY | $1,270,084 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,218,538 | BOYAmt |
| EOY | $1,961,876 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,495 | BOYAmt |
| EOY | $311,117 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,822 | BOYAmt |
| EOY | $6,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,659,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,664,218 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,430,006 | BOYAmt |
| EOY | $8,994,852 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,390,240 | BOYAmt |
| EOY | $5,504,104 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,581,510 | BOYAmt |
| EOY | $18,048,550 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,273,116 | BOYAmt |
| EOY | $3,465,113 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,771 | BOYAmt |
| EOY | $587,713 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,266,020 | BOYAmt |
| EOY | $3,017,090 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,461 | BOYAmt |
| EOY | $316,018 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,916,368 | BOYAmt |
| EOY | $7,385,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,488,861 | BOYAmt |
| EOY | $9,488,861 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,281 | BOYAmt |
| EOY | $1,173,755 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,665,142 | BOYAmt |
| EOY | $10,662,616 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,581,510 | BOYAmt |
| EOY | $18,048,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $816,709 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$819,235 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $209,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,038,869 | CurrentTaxYearAmt |
| Total | $1,735,718 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,270,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,428,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,931,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,460,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,575,826 | CurrentTaxYearAmt |
| Total | $79,667,371 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,480,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,583,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,120,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,603,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,614,695 | CurrentTaxYearAmt |
| Total | $81,403,089 | 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 | $81,403,089 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4 | CurrentTaxYearMinus1YearAmt |
| Total | $2,048 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4 | CurrentTaxYearMinus1YearAmt |
| Total | $2,048 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,480,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,584,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,121,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,603,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,614,695 | CurrentTaxYearAmt |
| Total | $81,405,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,519 | OtherCostOrOtherBasisAmt |
| Book Value | $317,519 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,775,724 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,132,387 | DepreciationAmt |
| Book Value | $6,643,337 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,507,657 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,262,671 | DepreciationAmt |
| Book Value | $1,244,986 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,058,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $269,160 | DepreciationAmt |
| Book Value | $789,010 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,994,852 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RECEIVABLE FROM AFFILIATES | $5,032,026 |
| BOND ISSUANCE COSTS | $54,705 |
| INTEREST IN NET ASSETS OF OAKWOOD FOUNDATION | $357,045 |
| CARE COMMUNITY CONTRIBUTION | $60,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,504,104 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| WAIT LIST DEPOSITS | $16,000 |
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $158,555 |
| INTEREST RATE SWAPS | $141,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $316,018 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATIONS AND RECOGNIZE A TAX LIABILITY IF THE CORPORATIONS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CORPORATIONS BELIEVE THEY ARE NO LONGER SUBJECT TO U.S. FEDERAL, STATE, LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOE XANTHOPOULOS | ||||||||||||||
| CEO | $200,000 | $0 | $21,400 | $0 | $271 | $0 | $3,583 | $0 | $16,044 | $0 | $241,298 | $0 | $0 | $0 |
| TRACI RAETHER | ||||||||||||||
| CHIEF CLINICAL OFFICER | $142,743 | $0 | $0 | $0 | $146 | $0 | $5,243 | $0 | $16,044 | $0 | $164,176 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ORGANIZATION ESTABLISHES THE COMPENSATION FOR ITS CHIEF EXECUTIVE OFFICER. THE ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AS ITS METHODS FOR ESTABLISING THE COMPENSATION FOR ITS CHIEF EXECUTIVE OFFICER. |
| PART I, LINE 4A | BARBARA FRASER RECEIVED $35,000 OF SEVERANCE PAY IN 2013. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WI HEALTH & EDUC FACILITY AUTHORITY | ||||||||
| A | 391337855 | 97710VRX8 | 2003-12-01 | $12,690,000 | TO REFINANCE DEBT ORIGINALLY USED FOR COVENANT OAKS AND GALLERY REMODEL | 0 | 0 | 0 |
| WI HEALTH & EDUC FACILITY AUTHORITY | ||||||||
| B | 391337855 | 2005-03-01 | $36,555,000 | CONSTRUCTION OF 124 LIFETIME LEASE INDEPENDENT LIVING UNITS (HERITAGE OAKS) | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,595,000 | $12,690,000 | $12,690,000 | $240,215 | 1999 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $390,500 | $36,555,000 | $548,096 | 2006 | 0 | 0 | Yes (1) | Yes (1) | $36,006,904 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K SUPPLENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | BOND ISSUES THE TOTAL BONDS ISSUED FOR THE 2003 AND 2005 SERIES ARE SHOWN ON SCHEDULE K FOR THE FOUR AFFILIATED CORPORATIONS. EACH ENTITY SHOWS THEIR SHARE OF THE REMAINING BONDS OUTSTANDING AT YEAR END ON THE BALANCE SHEET ON PAGE 11. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS INCLUDE 37 LUTHERAN CHURCHES IN DANE COUNTY, WISCONSIN. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER LUTHERAN CHURCHES HAVE DELEGATES WHO ELECT SOME MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS INITIALLY REVIEWED BY THE FINANCE COUNCIL. THE RETURN IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. THE BOARD OF DIRECTORS OF THE PARENT ORGANIZATION ACCEPTS AND APPROVES THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN BOARD ORIENTATIONS AND IS PROVIDED TO THE BOARD MEMBERS IN THEIR "NEW BOARD MEMBER PACKET", AND ANNUALLY IN THE "UPDATE PACKET" SENT TO ALL MEMBERS. EACH YEAR ALL PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) IS REVIEWED AS PART OF AN ANNUAL PERFORMANCE EVALUATION PROCESS. THE COMPENSATION ARRANGEMENT FOR THE CEO WAS APPROVED IN ADVANCE BY A SEPERATE COMMITTEE AUTHORIZED BY THE BOARD. THIS BOARD COMMITTEE IS COMPOSED OF THREE (3) BOARD CHAIRS FROM SEVERAL OF THE RELATED ORGANIZATIONS, ALL OF WHOM DO NOT HAVE A CONFLICT OF INTEREST. PRIOR TO MAKING ITS DETERMINATION, THE BOARD COMMITTEE OBTAINED AND RELIED ON APPROPRIATE COMPARABLE MARKET DATA OF THE COMPENSATION RANGE FOR EXECUTIVE DIRECTORS/CEOS, AS GATHERED BY THE HR COMMITTEE (THE STANDING COMMITTEE OF THE BOARD), AND REVIEWED THE CEO'S PERFORMANCE IN COMPARISON TO PRE-DETERMINED GOALS. THE BOARD COMMITTEE DOCUMENTED THE BASIS FOR ITS DETERMINATION OF THE CEO'S COMPENSATION CONCURRENT WITH MAKING THAT DETERMINATION. BASED ON ITS DETERMINATION, THE BOARD COMMITTEE THEN MAKES COMPENSATION RECOMMENDATIONS AT AN EXECUTIVE SESSION OF THE ENTIRE BOARD. OTHER KEY POSITIONS ARE ALSO REVIEWED BY THE HR COMMITTEE ON A REGULAR BASIS (QUARTERLY) TO DETERMINE A GRADING AND COMPENSATION LEVEL APPROPRIATE FOR SUCH POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -819,235. |
| FORM 990, PART VII, SECTION A: | JOE XANTHOPOULOS RESIGNED AS CEO IN FEBRUARY 2014 AND RICK BOVA WAS APPOINTED INTERIM CEO. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC | ||||||||||
| 6165 MINERAL POINT RD | MADISON | WI | 53705 | 237401541 | CHRISTIAN COMMUNITY FOR AGING ADULTS | WI | 501(C)(3) | LINE 9 | OAKWOOD LUTHERAN HOMES ASSOCIATION INC | Yes (1) |
| OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC | ||||||||||
| 6165 MINERAL POINT RD | MADISON | WI | 53705 | 391966790 | CHRISTIAN COMMUNITY FOR AGING ADULTS | WI | 501(C)(3) | LINE 9 | OAKWOOD LUTHERAN HOMES ASSOCIATION INC | Yes (1) |
| OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC | ||||||||||
| 6165 MINERAL POINT RD | MADISON | WI | 53705 | 391966791 | CHRISTIAN COMMUNITY FOR AGING ADULTS | WI | 501(C)(3) | LINE 9 | OAKWOOD LUTHERAN HOMES ASSOCIATION INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS | ||
| O | $4,482,610 | FMV |
| OAKWOOD VILLAGE PRAIRIE RIDGE HOMES | ||
| O | $5,816,741 | FMV |
| OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS | ||
| O | $1,233,043 | FMV |
| OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS | ||
| P | $6,510,373 | FMV |
| OAKWOOD VILLAGE PRAIRIE RIDGE HOMES | ||
| P | $3,897,849 | FMV |
| OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS | ||
| P | $2,399,408 | FMV |
| OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS | ||
| Q | $11,789,444 | FMV |
| OAKWOOD VILLAGE PRAIRIE RIDGE HOMES | ||
| Q | $9,381,514 | FMV |
| OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS | ||
| Q | $2,936,948 | FMV |