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COREWELL HEALTH: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
COREWELL HEALTH (EIN 38-1405141)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-13
IRS object ID
201343179349301574
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2013-11-13T09:24:51-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN861065772EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1200 RENAISSANCE CENTER SUITE 3900AddressLine1
CityDETROITCity
StateMIState
ZIP Code48243ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN381405141EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1OAKWOOD HEALTHCARE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlOAKWNameControl
Phone3135865052Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line115500 LUNDY PARKWAYAddressLine1
CityDEARBORNCity
StateMIState
ZIP Code48126ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN KEUTENName
TitleSVP AND CFOTitle
Phone3135865052Phone
Date Signed2013-11-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSHAWNA M JIMENEZName
PTINP01222873PTIN
Phone3133963000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN KEUTENNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line115500 LUNDY PARKWAYAddressLine1
CityDEARBORNCity
StateMIState
ZIP Code48126ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1519689122GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.OAKWOOD.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1948YearFormation
State Legal DomicileMIStateLegalDomicile
Activity Or Mission DescriptionPROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees10162TotalNbrEmployees
Total Nbr Volunteers1253TotalNbrVolunteers
Total Gross UBI13086626TotalGrossUBI
Net Unrelated Business Txbl Income-334487NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year6732339ContributionsGrantsPriorYear
Contributions Grants Current Year6144190ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1112992299ProgramServiceRevenuePriorYear
Program Service Revenue CY1189722682ProgramServiceRevenueCY
Investment Income Prior Year16332800InvestmentIncomePriorYear
Investment Income Current Year15882524InvestmentIncomeCurrentYear
Other Revenue Prior Year3952544OtherRevenuePriorYear
Other Revenue Current Year3498259OtherRevenueCurrentYear
Total Revenue Prior Year1140009982TotalRevenuePriorYear
Total Revenue Current Year1215247655TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year11311943GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY15786732GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year518036366SalariesEtcPriorYear
Salaries Etc Current Year543548537SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year458181TotalFundrsngExpCurrentYear
Other Expense Prior Year570306728OtherExpensePriorYear
Other Expenses Current Year616996455OtherExpensesCurrentYear
Total Expenses Prior Year1099655037TotalExpensesPriorYear
Total Expenses Current Year1176331724TotalExpensesCurrentYear
Revenues Less Expenses Prior Year40354945RevenuesLessExpensesPriorYear
Revenues Less Expenses CY38915931RevenuesLessExpensesCY
Total Assets BOY1028254726TotalAssetsBOY
Total Assets EOY1083828738TotalAssetsEOY
Total Liabilities BOY714773269TotalLiabilitiesBOY
Total Liabilities EOY749860874TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY313481457NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY333967864NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense618684591Expense
Grants3437046Grants
Revenue959602653Revenue
DescriptionPATIENT CARE SERVICES OAKWOOD HEALTHCARE SYSTEM (OHS) OPERATES 4 ACUTE CARE HOSPITALS AND 65 OUTPATIENT CARE SITES. WITH 1,243 LICENSED ACUTE CARE BEDS, OAKWOOD CARED FOR APPROXIMATELY 56,000 ADMISSIONS AND AVERAGED A DAILY INPATIENT CENSUS OF 755 PATIENTS IN 2012. WITH ALMOST 187,000 EMERGENCY ROOM VISITS ACROSS FIVE LOCATIONS AND 234,700 ACUTE CARE OUTPATIENT REGISTRATIONS, OAKWOOD OFFERS A COMPREHENSIVE MENU OF SERVICES ACROSS THE CONTINUUM, INCLUDING TRAUMA, ACUTE CARE, REHABILITATION AND MENTAL HEALTH SERVICES. OAKWOOD CURRENTLY HOLDS APPROXIMATELY 37% OF THE INPATIENT MARKET SHARE IN A PRIMARY SERVICE AREA COVERING 500 SQUARE MILES SERVING A POPULATION OF ALMOST 1 MILLION PEOPLE. OAKWOOD CLINICIANS DELIVER EVIDENCE BASED CARE USING PROTOCOLS AND STANDARD ORDER SETS AND WAS THE FIRST SYSTEM IN SOUTHEASTERN MICHIGAN TO VOLUNTARILY PROVIDE QUALITY AND PRICING INFORMATION ON ITS WEBSITE. OAKWOOD HAS DEVELOPED A SET OF KEY SERVICE LINES THAT REPRESENT NEARLY 45% OF THE INPATIENT ADMISSIONS. THE SERVICE LINES FOCUS ON HEART AND VASCULAR SERVICES, WOMEN'S HEALTH, ORTHOPEDICS, NEUROSCIENCES AND CANCER CARE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense64795199Expense
Grants12349686Grants
Revenue34938076Revenue
DescriptionGRADUATE MEDICAL EDUCATIONOAKWOOD OFFERS ALLOPATHIC, OSTEOPATHIC AND PODIATRIC MEDICAL RESIDENCY PROGRAMS TO ENHANCE THE DELIVERY OF PATIENT CARE. THERE ARE APPROXIMATELY 90 FACULTY AND OVER 260 MEDICAL RESIDENTS COVERING 23 PROGRAMS. PROGRAMS INCLUDE PRIMARY CARE SPECIALTIES, OB/GYN, GERIATRICS, RADIOLOGY, PODIATRY, TRANSITIONAL EDUCATION, OPHTHALMOLOGY AND OTHERS. OAKWOOD PARTICIPATES IN WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE (WSU SOM) SPONSORED PROGRAMS INCLUDING OTOLARYNGOLOGY, UROLOGY, DERMATOLOGY, PHYSICAL MEDICINE AND REHABILITATION AND ORTHOPEDICS RESIDENCY PROGRAMS. ALL OF THE ALLOPATHIC RESIDENCY PROGRAMS ARE AFFILIATED WITH THE NATIONALLY RANKED WSU SOM. THE OSTEOPATHIC PROGRAMS ARE AFFILIATED WITH MICHIGAN STATE UNIVERSITY'S COLLEGE OF OSTEOPATHIC MEDICINE. THE RESIDENCY PROGRAMS HAVE FILLED NEARLY 100% OF THEIR SLOTS OFFERED IN THE MATCH OVER THE LAST 3 YEARS AND HAVE GRADUATING CLASSES WITH NEAR 90% BOARD PASS RATES OVER THE LAST 3 YEARS AS WELL. THE SYSTEM PARTICIPATED IN APPROXIMATELY 15 CLINICAL TRIALS AND IS ACTIVE IN ORIGINAL RESEARCH. OAKWOOD'S MEDICAL EDUCATION PROGRAMS ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION AND THE AMERICAN OSTEOPATHIC ASSOCIATION.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense260313191Expense
Revenue143679285Revenue
DescriptionUNCOMPENSATED AND UNDER-COMPENSATED CARE SERVICESOAKWOOD'S UNCOMPENSATED CARE FOR OUR COMMUNITIES IS EXEMPLIFIED BY CARE PROVIDED TO PERSONS NEEDING EMERGENCY AND INPATIENT CARE AS WELL AS OTHER SERVICES. OAKWOOD DELIVERED PATIENT CARE SERVICES TO OUR COMMUNITY'S UN-INSURED AND UNDER-INSURED THROUGH OUR CHARITY CARE (OAK ASSIST) PROGRAM. OAKWOOD WROTE OFF APPROXIMATELY 22,000 CASES AT AN ESTIMATED $66 MILLION IN CHARGES AT A COST OF $18.4 MILLION TO CHARITY CARE IN 2012. FEDERAL POVERTY GUIDELINES, ABSENCE OF ASSETS, CREDIT SCORES AND A NUMBER OF OTHER CRITERIA ARE USED TO ENSURE THAT OAKWOOD PROVIDES THE CARE TO THE MOST DESERVING OF OUR POPULATION. ANOTHER COMPONENT TO OAKWOOD'S TOTAL UNCOMPENSATED CARE IS MADE UP OF BAD DEBT AND LOSSES INCURRED ON MEDICAID BUSINESS. IN 2012, OAKWOOD WROTE OFF APPROXIMATELY $97.1 MILLION IN BAD DEBT AT A COST OF APPROXIMATELY $28.9 MILLION. IN ADDITION, 17.7% OF OAKWOOD'S PATIENT REVENUE IS FROM THE MEDICAID PROGRAMS. UNFORTUNATELY, MEDICAID REIMBURSEMENT IS INSUFFICIENT TO COVER COSTS OF THE CARE AND FALLS ABOUT $69.1 MILLION SHORT. IN TOTAL, OAKWOOD PROVIDED ALMOST $260.3 MILLION (GROSS CHARGES) IN UNCOMPENSATED CARE IN 2012 AS WE LIVE UP TO OUR MISSION OF PROVIDING EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.Description
FieldValueIRS element (for citing)
Total Program Service Expense943792981TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached1FinancialStmtAttached
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096917NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees10162NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure1WrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MATT ELSEYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3135865052TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line115500 LUNDY PARKWAYAddressLine1
CityDEARBORNCity
StateMIState
ZIP Code48126ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (41 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
CONNOLLY BRIAN
PRESIDENT & CEO40.0010.00XX18118920495877
KEUTEN JOHN
SVP & CFO31.0024.00X4618130126123
LEWIS JOHN
CHAIRPERSON1.00X000
HENOCH MALCOLM MD
SVP & CMO40.00X5335090146215
ARDISANA LIZABETH
TRUSTEE1.00X000
DABBOUS SAMIR MD
TRUSTEE40.00X23774700
FREAM JULIE
TRUSTEE1.001.00X000
JUDD LEON
TRUSTEE1.001.00X000
KRAMER ROBERT
TRUSTEE1.001.00X000
KUGHN RICHARD
TRUSTEE1.001.00X000
MULLOY MARTIN
TRUSTEE1.00X000
NORCIA JERRY
TRUSTEE1.00X000
O'BRIEN TIMOTHY
TRUSTEE1.00X000
RASHID CARL
TRUSTEE1.00X000
ROSOWSKI ROBERT
TRUSTEE1.001.00X000
SAELI THOMAS
TRUSTEE1.00X000
SCRIBNER EDGAR
TRUSTEE1.00X000
SETTY A BALA
TRUSTEE1.00X000
LLOYD SETH
SECRETARY,SVP,CORPORATE COUNSEL40.003.00X377608016612
BUSTAMANTE MARK ANTHONY
PRESIDENT & CMO50.00347367049627X
CAMPBELL DAVID
SENIOR ADVISOR50.00347147061626X
CONWAY PAUL
SVP HUMAN RESOURCES50.00356279099915X
D'AGOSTINO MAUREEN
SVP ORGANIZ. EXCELLENCE50.00238995091703X
GEHEB MICHAEL
EVP PHYS PLAN & OPS50.001.006868650180492X
HUGHES EDITH
SITE PRESIDENT50.00355100044094X
ISENSTEIN BILL
SVP MANAGED CARE50.00430284042790X
MEDVEC BARBARA
SVP, CHIEF NURSING OFFICER45.007.00362102089570X
O'MALLEY CARLA
EXECUTIVE DIRECTOR FOUNDATION1.0040.003341040124077X
ROSCHE BRYCE
SVP SERVICE EXCELLENCE50.00502318030965X
SMITH KELLY
SITE PRESIDENT50.00326853037889X
SMITH PAULA
SVP & CHIEF INFORMATION OFFICER50.004789230129046X
WELDAY DOUGLAS
EVP & DIVISION PRES.45.0010.008035470255842X
WIDNER ERIC
SITE PRESIDENT50.00315109042364X
ZATINA MARY
SVP GOVERNMENT RELATIONS50.00335422093124X
DABIR REZA R
STAFF PHYSICIAN50.00696453012695X
JUNN FREDRICK SONG CHUN
STAFF PHYSICIAN50.001101849046501X
LIAKONIS CHRIS P
STAFF PHYSICIAN50.0070515108079X
PANNUTEJPAUL SINGH
STAFF PHYSICIAN50.00809264039872X
SPRAGUE KEVIN JOSEPH
STAFF PHYSICIAN50.00903536018455X
ROBINSON LESTER
TRUSTEE- PARTIAL YEAR1.00X000
DIEDERICH JOSEPH
FORMER OFFICER0.0023910600X
FieldValueIRS element (for citing)
Total Reportable Comp From Org14098343TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation2283553TotalOtherCompensation
Number Individuals GT100 K579NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
DELL USA LP
PO BOX 676044DALLASTX752676044BILLING SOLUTIONS/OFFICE MANAGEMENT25058896
CARETECH SOLUTIONS INC
901 WILSHIRE DR SUITE 250TROYMI48048INFORMATION TECHNOLOGY SERVICES24018320
WALBRIDGE ALDINGER CO
777 WOODWARD AVE STE 300DETROITMI482263529CONSTRUCTION MANAGEMENT8395840
MORRISON MANAGEMENT SPECIALISTS INC
5801 PEACHTREE DUNWOODY RDATLANTAGA30342FOOD/RETAIL SERVICES7687624
EPIC SYSTEMS CORPORATION
1979 MILKY WAYVERONAWI53593INFORMATION TECHNOLOGY SERVICES/ BILLING6881809
FieldValueIRS element (for citing)
Number Of Contractors GT100 K203NumberOfContractorsGT100K
Related Organizations4520973RelatedOrganizations
Government Grants1623217GovernmentGrants
Total Contributions6144190TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
PATIENT CARE SERVICES6221101154784606110249328213494750$38,796,574
GRADUATE MEDICAL EDU.9000993493807634938076
FieldValueIRS element (for citing)
Total Program Service Revenue1189722682TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column11990427TotalRevenueColumn
Unrelated Business Revenue-447212UnrelatedBusinessRevenue
Exclusion$12,437,639ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1082645Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1177399Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-94754Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-94754TotalRevenueColumn
Related Or Exempt Function Income-133842RelatedOrExemptFunctionIncome
Unrelated Business Revenue39088UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities307002971Securities
Other153194Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities302541772Securities
Other722296Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4461199Securities
Other-569102Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column3892097TotalRevenueColumn
Exclusion$3,892,097ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
CAFETERIA REVENUE7225141048397$1,048,397
GIFT SHOP900099929246$929,246
CHILD CARE453220600872$600,872

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1014498TotalRevenueColumn
Related Or Exempt Function Income922498RelatedOrExemptFunctionIncome
Exclusion$92,000ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue3593013TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1215247655TotalRevenueColumn
Related Or Exempt Function Income1138220014RelatedOrExemptFunctionIncome
Unrelated Business Revenue13086626UnrelatedBusinessRevenue
Exclusion$57,796,825ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3298729Total
Program Services3298729ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total12488003Total
Program Services12488003ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total11769286Total
Program Services305678ProgramServices
Management And General11005427ManagementAndGeneral
Fundraising458181Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total239106Total
Management And General239106ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total449923236Total
Program Services358756839ProgramServices
Management And General91166397ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total23434904Total
Program Services17904592ProgramServices
Management And General5530312ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total25896941Total
Program Services19852692ProgramServices
Management And General6044249ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total32285064Total
Program Services24666238ProgramServices
Management And General7618826ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total7172730Total
Program Services4116339ProgramServices
Management And General3056391ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total2637930Total
Management And General2637930ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total516846Total
Management And General516846ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total138006Total
Management And General138006ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1129067Total
Management And General1129067ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total117740194Total
Program Services81256824ProgramServices
Management And General36483370ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total4361035Total
Program Services437543ProgramServices
Management And General3923492ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total13331138Total
Program Services4541941ProgramServices
Management And General8789197ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total16162195Total
Program Services8602180ProgramServices
Management And General7560015ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total41853082Total
Program Services35075791ProgramServices
Management And General6777291ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1382873Total
Program Services344670ProgramServices
Management And General1038203ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total825655Total
Program Services535967ProgramServices
Management And General289688ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total15464753Total
Program Services15464753ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total54747421Total
Program Services39558739ProgramServices
Management And General15188682ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total17419410Total
Program Services16404435ProgramServices
Management And General1014975ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MEDICAL SUPPLIES11208369211208369200
BAD DEBT977137399771373900
PHARMACEUTICALS493901874939018700
EQUIPMENT RENTAL & MAIN3240131620057327123439890

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total30525186Total
Program Services20936083ProgramServices
Management And General9589103ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1176331724Total
Program Services943792981ProgramServices
Management And General232080562ManagementAndGeneral
Fundraising458181Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY-917612BOY
EOY547289EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY16033336BOY
EOY26955473EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY122740916BOY
EOY112716351EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY2297105BOY
EOY12586837EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY13131166BOY
EOY12337371EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9829473BOY
EOY8628336EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1038960681LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec708156500LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY312902215BOY
EOY330804181EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY332701327BOY
EOY344000249EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY46481490BOY
EOY36637134EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY13010461BOY
EOY13010461EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY160044849BOY
EOY185605056EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1028254726BOY
EOY1083828738EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY118133300BOY
EOY121220061EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2440580BOY
EOY3362288EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY315641927BOY
EOY289225117EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY600000BOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY2846665BOY
EOY41070775EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY275110797BOY
EOY294982633EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY714773269BOY
EOY749860874EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY313481457BOY
EOY333967864EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY313481457BOY
EOY333967864EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1028254726BOY
EOY1083828738EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses38915931ReconcilationRevenueExpenses
Reconciliation Unrealized Invest15374170ReconciliationUnrealizedInvest
Reconcilation Other Changes-33803694ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Mailings Members$0MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$35,278DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$102,728OtherActivitiesAmount
Total Lobbying Expenditures IIB138006TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1:ReturnReference
ExplanationOAKWOOD HEALTHCARE INC. ENGAGES OUTSIDE CONSULTANTS TO CONDUCT STATE AND FEDERAL LOBBYING ACTIVITIES ON MATTERS PERTAINING TO NONPROFIT HEALTHCARE. ONE OF OAKWOOD HEALTHCARE INC.'S JOINT VENTURES ALSO ENGAGES OUTSIDE CONSULTANTS TO MONITOR POTENTIAL LEGISLATIVE CHANGES TO STATE LAWS THAT MAY POTENTIALLY AFFECT AUTOMOBILE ACCIDENT -RELATED REIMBURSEMENTS. ALSO, THE COMPANY (ALONG WITH THE VAST MAJORITY OF HOSPITALS LOCATED IN THE STATE OF MICHIGAN) PAYS ANNUAL DUES TO THE MICHIGAN HEALTH AND HOSPITAL ASSOCIATION, A PORTION OF WHICH PERTAINS TO LOBBYING ACTIVITIES CONDUCTED BY THAT ORGANIZATION.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance16445484BeginningOfYearBalance
Contributions795005Contributions
Investment Earnings Or Losses1723128InvestmentEarningsOrLosses
Grants Or Scholarships138317GrantsOrScholarships
Other Expenditures-870437OtherExpenditures
End Of Year Balance19695737EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance15028139BeginningOfYearBalance
Contributions877025Contributions
Investment Earnings Or Losses150293InvestmentEarningsOrLosses
Grants Or Scholarships123936GrantsOrScholarships
Other Expenditures-513963OtherExpenditures
End Of Year Balance16445484EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance13622220BeginningOfYearBalance
Contributions252570Contributions
Investment Earnings Or Losses1467421InvestmentEarningsOrLosses
Grants Or Scholarships94773GrantsOrScholarships
Other Expenditures219299OtherExpenditures
End Of Year Balance15028139EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance11979183BeginningOfYearBalance
Contributions253884Contributions
Investment Earnings Or Losses1954301InvestmentEarningsOrLosses
Grants Or Scholarships109800GrantsOrScholarships
Other Expenditures455348OtherExpenditures
End Of Year Balance13622220EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance14924119BeginningOfYearBalance
Contributions550373Contributions
Investment Earnings Or Losses-2920938InvestmentEarningsOrLosses
Grants Or Scholarships54000GrantsOrScholarships
Other Expenditures520371OtherExpenditures
End Of Year Balance11979183EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.61000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.39000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis25872607OtherCostOrOtherBasis
Book Value25872607BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis292014704OtherCostOrOtherBasis
Depreciation201441178Depreciation
Book Value90573526BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis14270823OtherCostOrOtherBasis
Depreciation8219700Depreciation
Book Value6051123BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis526522417OtherCostOrOtherBasis
Depreciation392226477Depreciation
Book Value134295940BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis180280130OtherCostOrOtherBasis
Depreciation106269145Depreciation
Book Value74010985BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings330804181TotalOfBookValueLandBuildings

Other Assets OtherAssets (5 entries)

DescriptionDescriptionBook ValueBookValue
DEFERRED BOND ISSUE COSTS2365715
DUE FROM (TO) AFFILIATES119662242
MISC. RECEIVABLES7358814
PROFESSIONAL LIABILITY EXCESS8136821
CAPITAL LEASE48081464
FieldValueIRS element (for citing)
Total Book Value Other Assets185605056TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (7 entries)

DescriptionDescriptionAmountAmount
ACCRUED COMPENSATION$17,415,298
CLAIMS LIABILITY$61,351,385
WORKERS COMPENSATION$2,277,646
ASSET RETIREMENT OBLIGATION$2,681,874
ACCRUED PENSION$151,011,358
DUE TO THIRD PARTY PAYORS$12,231,451
OTHER$48,013,621
FieldValueIRS element (for citing)
Total Of Amounts294982633TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:THE ESCROW AGREEMENT WAS ENTERED INTO AS SECURITY FOR A JUDGEMENT OBTAINED IN A LEASE AGREEMENT. THE ESCROW ACCOUNT LIABILITY BALANCE WAS $0 AS OF DECEMBER 31, 2012.
PART V, LINE 4:OAKWOOD HEALTHCARE FOUNDATION MAINTAINS ENDOWMENT FUNDS ON BEHALF OF OAKWOOD HEALTHCARE INC. THE INTENDED USE OF OAKWOOD HEALTHCARE FOUNDATION'S ENDOWMENT FUNDS IS TO PROVIDE FUNDS TO SUPPORT THE MISSION AND VISION OF THE OAKWOOD HEALTHCARE SYSTEM. OAKWOOD HEALTHCARE FOUNDATION PROVIDES FUNDING FOR ONGOING CAPITAL AND OPERATIONAL NEEDS, COMMUNITY OUTREACH PROGRAMS, SCHOLARSHIPS AND EDUCATION.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X, LINE 2:THE COMPANY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ACCORDINGLY, OHI HAS REVIEWED ALL TAX POSITIONS, EVALUATED POTENTIAL EXPOSURE, AND FOUND IT NOT TO BE MATERIAL.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA & THE CARIBBEANRegion
Number Of Offices0NumberOfOffices
Number Of Employees1NumberOfEmployees
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConducted
Total Expenditures120000TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent120000SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent120000TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free Care1FPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent300XPcent300
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget1ExpensesExceededBudget
Unable To Provide Care0UnableToProvideCare
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Number Of Activities Or Programs21942NumberOfActivitiesOrPrograms
Persons Served16848PersonsServed
Total Community Benefit Expense18433165TotalCommunityBenefitExpense
Direct Offsetting Revenue257809DirectOffsettingRevenue
Net Community Benefit Expense18175356NetCommunityBenefitExpense
Percent Of Total Expense0.01430PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Number Of Activities Or Programs283857NumberOfActivitiesOrPrograms
Persons Served141945PersonsServed
Total Community Benefit Expense210429092TotalCommunityBenefitExpense
Direct Offsetting Revenue143679285DirectOffsettingRevenue
Net Community Benefit Expense66749807NetCommunityBenefitExpense
Percent Of Total Expense0.05260PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Number Of Activities Or Programs305799NumberOfActivitiesOrPrograms
Persons Served158793PersonsServed
Total Community Benefit Expense228862257TotalCommunityBenefitExpense
Direct Offsetting Revenue143937094DirectOffsettingRevenue
Net Community Benefit Expense84925163NetCommunityBenefitExpense
Percent Of Total Expense0.06690PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs2118NumberOfActivitiesOrPrograms
Persons Served122508PersonsServed
Total Community Benefit Expense6658487TotalCommunityBenefitExpense
Direct Offsetting Revenue1331566DirectOffsettingRevenue
Net Community Benefit Expense5326921NetCommunityBenefitExpense
Percent Of Total Expense0.00420PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Number Of Activities Or Programs23NumberOfActivitiesOrPrograms
Persons Served1977PersonsServed
Total Community Benefit Expense66027692TotalCommunityBenefitExpense
Direct Offsetting Revenue34938077DirectOffsettingRevenue
Net Community Benefit Expense31089615NetCommunityBenefitExpense
Percent Of Total Expense0.02450PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense3054541TotalCommunityBenefitExpense
Direct Offsetting Revenue1990851DirectOffsettingRevenue
Net Community Benefit Expense1063690NetCommunityBenefitExpense
Percent Of Total Expense0.00080PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Benefit Expense1054831TotalCommunityBenefitExpense
Direct Offsetting Revenue308440DirectOffsettingRevenue
Net Community Benefit Expense746391NetCommunityBenefitExpense
Percent Of Total Expense0.00060PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Number Of Activities Or Programs12NumberOfActivitiesOrPrograms
Persons Served73PersonsServed
Total Community Benefit Expense319723TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense319723NetCommunityBenefitExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs2154NumberOfActivitiesOrPrograms
Persons Served124558PersonsServed
Total Community Benefit Expense77115274TotalCommunityBenefitExpense
Direct Offsetting Revenue38568934DirectOffsettingRevenue
Net Community Benefit Expense38546340NetCommunityBenefitExpense
Percent Of Total Expense0.03040PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs307953NumberOfActivitiesOrPrograms
Persons Served283351PersonsServed
Total Community Benefit Expense305977531TotalCommunityBenefitExpense
Direct Offsetting Revenue182506028DirectOffsettingRevenue
Net Community Benefit Expense123471503NetCommunityBenefitExpense
Percent Of Total Expense0.09730PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Economic Development EconomicDevelopment

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Leadership Development LeadershipDevelopment

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served5282PersonsServed
Total Community Building Expense305347TotalCommunityBuildingExpense
Net Community Building Expense305347NetCommunityBuildingExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Other Other

FieldValueIRS element (for citing)
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served5282PersonsServed
Total Community Building Expense305347TotalCommunityBuildingExpense
Net Community Building Expense305347NetCommunityBuildingExpense
Percent Of Total Expense0.00030PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported1BadDebtExpenseReported
Bad Debt Expense$28,549,184BadDebtExpenseAmount
Amount Attributable To85143AmountAttributableTo
Amount Reimbursed By Medicare409884955AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare466938772CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-57053817MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
OtherXOther
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (4 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivityOrganization Profit Or OwnershipOrganizationProfitOrOwnershipOfficers Etc Profit Or OwnershipOfficersEtcProfitOrOwnershipPhysicans Profit Or OwnershipPhysicansProfitOrOwnership
1 APEX BEHAVORIAL HEALTH PLLC
OUTPATIENT BEHAVIORAL HEALTH SERVICES0.250000.000000.66250
2 SLEEP APNEA SPECIALTY CENTER-RIVERVIEW LLC
SLEEP APNEA TESTING AND TREATMENT0.305800.000000.52890
3 OAKLANE MEDICAL SUITES INC
MEDICAL FACILITY0.761000.000000.23900
4 OAKWOOD ACCOUNTABLE CARE ORGANIZATION
REDUCE HEALTHCARE COSTS AND MANAGE POPULATION WELLNESS0.490000.000000.50000
FieldValueIRS element (for citing)
Number Of Hospital Facilities4NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (4 entries)

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeWebsite AddressWebsiteAddressLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalTeaching HospitalTeachingHospitalResearch FacilityResearchFacilityEr24 HoursEr24HoursFacility Reporting GroupFacilityReportingGroup
OAKWOOD HOSPITAL & MEDICAL CENTER
118101 OAKWOOD BLVDDEARBORNMI48124WWW.OAKWOOD.ORGXXXXXA
OAKWOOD SOUTHSHORE MEDICAL CENTER
25450 FORT STREETTRENTONMI481834625WWW.OAKWOOD.ORGXXXXA
OAKWOOD ANNAPOLIS HOSPITAL
333155 ANNAPOLISWAYNEMI481842493WWW.OAKWOOD.ORGXXXXA
OAKWOOD HERITAGE HOSPITAL
410000 TELEGRAPHTAYLORMI481803349WWW.OAKWOOD.ORGXXXXA

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1FACILITY REPORTING GROUP - ABusinessNameLine1
FieldValueIRS element (for citing)
CHNA Conducted0CHNAConducted
Eligibility Criteria Explained1EligibilityCriteriaExplained
Uses FPG Free1UsesFPGFree
FPG Free Percent200.000000000000FPGFreePercent
Uses FPG Discounted1UsesFPGDiscounted
FPG Discount Percent300.000000000000FPGDiscountPercent
Explains Basis1ExplainsBasis
Income LevelXIncomeLevel
Asset LevelXAssetLevel
Medical IndigencyXMedicalIndigency
Insurance StatusXInsuranceStatus
Uninsured DiscountXUninsuredDiscount
Other FactorsXOtherFactors
Explains Application Method1ExplainsApplicationMethod
Includes Publicity Measures1IncludesPublicityMeasures
Available On RequestXAvailableOnRequest
Other PublicityXOtherPublicity
Actions On Nonpayment1ActionsOnNonpayment
Collection Activities0CollectionActivities
Notified All PatientsXNotifiedAllPatients
Documented DeterminationXDocumentedDetermination
Other Actions TakenXOtherActionsTaken
Nondiscrim Emergency Care Policy1NondiscrimEmergencyCarePolicy
Used Other MethodXUsedOtherMethod
Amounts Generally Billed0AmountsGenerallyBilled
Gross Charges0GrossCharges

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities64NumberOfOtherFacilities

Other Facilities OtherFacilities (64 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
OAKWOOD SOUTHSHORE SURGERY CENTER
5452 FORT STREETTRENTONMI48183O/P SURGICAL SERVICES, REHAB. CLINIC (PT & OT), ORTHOPEDIC CTR OF EXCELLENCE
OAKWOOD DEARBORN MEDICAL PARK
18100 OAKWOOD BLVDDEARBORNMI48124O/P PHYS/CARDIAC CLINICS, BREAST CARE/DIALYSIS CTR,O/P IMAGING,LAB DRAW SITE
OAKWOOD HEALTH CARE CTR - CANTON
7300 CANTON CENTER ROADCANTONMI48187EMERGENCY ROOM, RADIOLOGY, OUTPATIENT IMAGING, LAB DRAW SITE
OAKWOOD MIDWEST MEDICAL CENTER
4700 SCHAEFFER ROADDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGING
OAKWOOD HEALTH CARE CTR - SOUTHGATE
15777 NORTHLINE ROADSOUTHGATEMI48195O/P CLINIC, CANCER CTR, URGENT CARE, RADIOLOGY, REHAB - PT, LAB DRAW SITE
HAGGERTY MEDICAL BLDG - CANTON
2050 NORTH HAGGERTY RDCANTONMI48188OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGING
OAKWOOD MEDICAL OFFICES - DEARBORN
18181 OAKWOOD BLVDDEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
OAKWOOD PHYSICAL THERAPY CENTER
4111 S CANTON CENTER ROADCANTONMI48188REHAB. CLINIC - PT
OAKWOOD SOUTHSHORE PHYS MED REHAB
2707 W JEFFERSONTRENTONMI48183REHAB. CLINIC-PT, OT AND ST
OAKWOOD MEDICAL OFFICES - WAYNE
33000 ANNAPOLIS AVENUEWAYNEMI48184OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC-PT, OT AND ST
OAKWOOD BREAST CARE CTR
4491 VENOY RDWAYNEMI48184BREAST CARE CENTER
OAKWOOD HEALTH CARE CTR - BELLEVILLE
201 THIRD STREETBELLEVILLEMI48111OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
OAKWOOD HEALTH CARE CTR - MERCURY DR
4900 MERCURY DRIVEDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC
OAKWOOD SPORTS MEDICINE - DEARBORN
2552 MONROEDEARBORNMI48124REHAB. CLINIC-PT
OAKWOOD MEDICAL OFFICE BLDG - CANTON
7330 CANTON CENTER ROADCANTONMI48187OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HEALTH CARE CTR - WESTLAND
2001 SOUTH MERRIMANWESTLANDMI48186OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
OAKWOOD IMAGING CENTER TAYLOR
8850 S TELEGRAPH RDTAYLORMI48180OUTPATIENT IMAGING
OAKWOOD MEDICAL OFFICES - TRENTON
5400 FORT STREETTRENTONMI48183OUTPATIENT PHYSICIAN CLINIC, CARDIAC REHAB. CLINIC, LAB DRAW SITE
OAKWOOD REHAB THERAPY SVCS-W DEARBORN
22731 NEWMAN ROADDEARBORNMI48124REHAB. CLINIC - PT
INTERNAL MEDICINE WYANDOTTE
1700 BIDDLE AVEWYANDOTTEMI48192OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
PRECISION ORTHOPEDICS
25755 TELEGRAPH RDBROWNSTOWNMI48134OUTPATIENT PHYSICIAN CLINIC
OAKLANE MEDICAL SUITES
17000 HUBBARDDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
OAKWOOD VENOY PATIENT SERVICE CENTER
4020 VENOY SUITE 200AWAYNEMI48184OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
OAKWOOD MEDICAL OFF BLDG-GARDEN CITY
29150 FORD ROADGARDEN CITYMI48135OUTPATIENT PHYSICIAN CLINIC, URGENT CARE
ONCOLOGY DOWNRIVER
19725 ALLEN ROAD SUITE 101BROWNSTOWNMI48183OUTPATIENT PHYSICIAN CLINIC, ONCOLOGY, O/P IMAGING, LAB DRAW SITE
OAKWOOD CARDIAC CENTER
22060 BEECH ROADDEARBORNMI48124CARDIAC CENTER
OAKDALE MEDICAL VILLAGE
25045 FORD ROADDEARBORNMI48128OUTPATIENT IMAGING, LAB DRAW SITE
TAYLOR CLINIC
9340 S TELEGRAPHTAYLORMI48180OUTPATIENT PHYSICIAN CLINIC
OAKWOOD TRAINING & DEVELOPMENT CTR
18501 ROTUNDA DRIVEDEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC
OAKWOOD BLANZY CLINIC
14319 DIX TOLEDO ROADSOUTHGATEMI48195OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HEALTHCARE FLAT ROCK
29100 GATEWAY BLVDFLAT ROCKMI48134OUTPATIENT PHYSICIAN CLINIC
NAJAR OBGYN
2142 MONROE STREET SUITE ADEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HOME MEDICAL EQUIP & OIS
1633 FAIRLANE CIRCLEDEARBORNMI48124DURABLE MEDICAL EQUIPMENT, INFUSION SERVICES
ATHENS CLINIC
15100 S PLAZA DRIVETAYLORMI48180OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HEALTHCARE CTR - NEWPORT
3132 NEWPORT RDNEWPORTMI48166OUTPATIENT PHYSICIAN CLINIC
OAKWOOD INTERNAL MEDICINE-ALLEN PARK
7804 ALLEN ROADALLEN PARKMI48101OUTPATIENT PHYSICIAN CLINIC
OAKWOOD RAPER CLINIC
7804 ALLEN ROADALLEN PARKMI48101OUTPATIENT PHYSICIAN CLINIC
EVERINGHAM FAMILY MEDICINE
12100 HURON RIVER DRIVEROMULUSMI48174OUTPATIENT PHYSICIAN CLINIC
OAKWOOD ADULT & CHILD CARE SVCS
3601 PELHAMDEARBORNMI48124ADULT AND CHILD CARE CENTER
HENRY FORD VILLAGE GERIATRICS
15101 FORD ROAD 1ST FLOORDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC
TAYLOR TEEN CENTER
19275 NORTHLINE ROADSOUTHGATEMI48195OUTPATIENT PHYSICIAN CLINIC (TEEN CENTER)
OAKMAN MEDICAL GROUP
15120 MICHIGAN AVEDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
ADULT MEDICAL CARE PLCC
35330 NANKIN BLVD SUITE 701WESTLANDMI48185OUTPATIENT PHYSICIAN CLINIC
LINCOLN-ADAMS CHILDADOLESCENT HC CTR
33475 PALMERWESTLANDMI48186OUTPATIENT PHYSICIAN CLINIC
INTERNAL MEDICINE MONROE STREET
1611 MONROE STREETDEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC
INTERNAL MEDICINE DETROIT
18300 W MCNICHOLS RDDETROITMI48219OUTPATIENT PHYSICIAN CLINIC
ALLEN PARK CARDIOLOGY
6742 PARK AVEALLEN PARKMI48101CARDIAC REHAB.
ALLIED MEDICAL GROUP
35180 NANKIN BLVDWESTLANDMI48185OUTPATIENT PHYSICIAN CLINIC
SOUTH CANTON INTERNAL MEDICINE
42287 CHEERY HILL RD SUITE DCANTONMI48188OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HEALTH CARE CTR - TB CLINIC
2001 SOUTH MERRIMANWESTLANDMI48186OUTPATIENT PHYSICIAN CLINIC (TB CLINIC)
TRUMAN HIGH SCHOOL
11211 BEECH DALY RDTAYLORMI48180OUTPATIENT PHYSICIAN CLINIC
INKSTER TEEN HEALTH CENTER
3250 MIDDLEBELTINKSTERMI48141OUTPATIENT PHYSICIAN CLINIC
CHASE MEDICAL CLINIC
6211 CHASE ROADDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC
WELLNESS CENTER - ROTUNDA
17101 ROTUNDA BLVDDEARBORNMI48124REHAB. CLINIC - PT
LAB AT WOODHAVEN
25000 HALL ROADWOODHAVENMI48183LAB DRAW SITE
LAB AT DEARBORN FAMILY PRACTICE
23870 MICHIGAN AVEDEARBORNMI48124LAB DRAW SITE
OAKWOOD LABORATORY - HAMLET BLDG
1331 MONROE STREETDEARBORNMI48124LAB DRAW SITE, RESPIRATORY CARE
OAKWOOD HEALTH CARE CTR - BROWNSTOWN
17000 KING ROADBROWNSTOWNMI48183OUTPATIENT PHYSICIAN CLINIC
LAB AT FAMILY HEALTH RIVERVIEW CENTER
19020 FORT STREETRIVERVIEWMI48192LAB DRAW SITE
OAKWOOD HEALTH CARE CTR - ALLEN PARK
33155 ANNAPOLISWAYNEMI48184OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
OAKWOOD YMCA SOUTHGATE PT
16777 NORTHLINE ROADSOUTHGATEMI48195OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HERITAGE HOSPITAL REHAB SCVS
9870 TELEGRAPHTAYLORMI48180REHAB. CLINIC - PT
DEARBORN FAMILY CLINIC
3133 SOUTH TELEGRAPHDEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC
OAKWOOD URGENT CARE WYANDOTTE
211 EUREKA ROADWYANDOTTEMI48192URGENT CARE

Form990 Schedule H Part VI Form990ScheduleHPartVI (31 entries)

ExplanationExplanationIdentifierIdentifierReturn ReferenceReturnReference
PART I, LINE 3C: OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. DETERMINATION AS TO WHETHER OR NOT A PATIENT QUALIFIES FOR FREE OR DISCOUNTED CARE, ABOVE THE 40% SELF PAY DISCOUNT FOR THE UNINSURED, AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICY
PART I, LINE 7: CHARITY CARE (LINE A) USED A COST TO CHARGE RATIO SPECIFIC TO EACH ACUTE CARE BUSINESS UNIT. MEDICAID (LINE B) ALSO USED A BUSINESS UNIT-SPECIFIC COST TO CHARGE RATIO. HEALTH PROFESSIONS EDUCATION (LINE F) USED A COMBINATION OF EXPENSES REPORTED IN THE GENERAL LEDGER, AND ALLOCATIONS FOR SPECIFIC EXPENSES FROM OTHER COST CENTERS TO THE MEDICAL EDUCATION PROGRAM. SUBSIDIZED HEALTH SERVICES (LINE G) USED A COST ACCOUNTING SYSTEM THAT INCLUDES ALL ACUTE CARE FACILITY ACTIVITY.
PART I, L7 COL(F): BAD DEBT IN THE AMOUNT OF $505,375 WAS NOT COUNTED AS EXPENSES COUNTED IN THE MEDICAL RESIDENT EDUCATION PORTION OF HEALTH PROFESSIONS EDUCATION. BAD DEBT EXPENSE OF $97,114,773 WAS EXCLUDED FROM TOTAL EXPENSES WHEN COMPUTING THE COMMUNITY BENEFIT PERCENTAGES. A FULL COPY OF THE COMMUNITY BENEFIT REPORT CAN BE FOUND AT HTTP://WWW.OAKWOOD.ORG/REPORT-TO-OUR-COMMUNITY
PART II: OAKWOOD HEALTHCARE SYSTEM HAS A STRONG CONNECTION TO THE COMMUNITIES IT SERVES. WE EXEMPLIFY THAT WITH WIDE AND EXTENSIVE PARTICIPATION FROM OUR EMPLOYEES AS BOARD MEMBERS AND VOLUNTEERS OF VARIOUS NON-PROFIT AND PROFESSIONAL ORGANIZATIONS. WHAT IS REPORTED IN THE SECTION REGARDING COMMUNITY BUILDING ACTIVITIES ARE THOSE WHERE A DIRECT OUTLAY OF CASH OR STAFF/FACILITY RESOURCES WERE EXPENDED. ACTIVITIES THAT ARE COVERED IN THIS SECTION INCLUDE DUES TO VARIOUS CHAMBERS OF COMMERCE INCLUDING: DETROIT REGIONAL CHAMBER; SOUTHERN WAYNE COUNTY CHAMBER; CANTON AND DEARBORN CHAMBERS OF COMMERCE; AND THE AMERICAN ARAB CHAMBER OF COMMERCE. ADDITIONAL ACTIVITIES INCLUDE EFFORTS IN SUPPORT OF THE MICHIGAN FITNESS FOUNDATION, AND THE GOVERNOR'S COUNCIL ON PHYSICAL FITNESS, HEALTH AND SPORTS TO FOSTER HEALTH AND HEALTHY LIFESTYLES OF MICHIGAN CITIZENS. ALSO INCLUDED ARE COSTS RELATED TO THE COORDINATION AND OFFERING OF COMMUNITY BLOOD DONOR DRIVES (DONE IN PARTNERSHIP WITH THE AMERICAN RED CROSS) AND ORGAN DONOR DRIVES (DONE IN PARTNERSHIP WITH GIFT OF LIFE OF MICHIGAN) AT OUR LOCATIONS AND COMMUNITY LOCATIONS THAT TARGET OUR EMPLOYEES AND MEMBERS OF THE PUBLIC. THE OAKWOOD TAYLOR TEEN CENTER'S COMMUNITY TASK FORCE FOR COALITION BUILDING TO ADDRESS SUBSTANCE ABUSE IN THE COMMUNITIES OF ECORSE, LINCOLN PARK AND TAYLOR WAS ALSO LAUNCHED IN 2011.
PART III, LINE 4: ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE COMPANY ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF THE MAJOR PAYOR SOURCES TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND THE PROVISION FOR DOUBTFUL ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY HEALTH CARE COVERAGE, THE COMPANY ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND PROVISION FOR BAD DEBTS. EFFECTIVE JANUARY 1, 2012, ALL CHARGES FOR PATIENTS WITHOUT INSURANCE ARE DISCOUNTED TO AN AMOUNT THAT APPROXIMATES THE COMPANY'S LOWEST NEGOTIATED COMMERCIAL INSURANCE RATES. FOR ACCOUNTS RECEIVABLES ASSOCIATED WITH SELF-PAY ACCOUNTS (WHICH INCLUDE BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE COMPANY RECORDS A SIGNIFICANT PROVISION FOR DOUBTFUL ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE FOR. THE DIFFERENCE BETWEEN THE STANDARD RATE AND THE AMOUNT ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE PROVISION FOR DOUBTFUL ACCOUNTS HAS BEEN REPORTED AS A DEDUCTION FOR PATIENT SERVICE REVENUE IN THE STATEMENT OF OPERATIONS AND CHANGES IN NET ASSETS.THE ORGANIZATION CONSIDERS BAD DEBT EXPENSE TO BE A COMMUNITY BENEFIT SINCE THE COSTS OF PROVIDING UNCOMPENSATED SERVICES TO PATIENTS IMPEDES THE ORGANIZATION'S ABILITY TO PROVIDE OTHER CHARITY CARE AND COMMUNITY BENEFIT SERVICES. ALSO, THE PROVISION OF UNCOMPENSATED CARE TO PATIENTS WITHOUT INSURANCE POSITIVELY IMPACTS THE HEALTH OF THE SOUTHEASTERN MICHIGAN COMMUNITIES IN WHICH WE SERVE.
PART III, LINE 8: THE COST OF MEDICARE SERVICES WAS DETERMINED USING A COST ACCOUNTING SYSTEM THAT INCLUDED ALL ACUTE CARE FACILITY ACTIVITY. THE COST ACCOUNTING SYSTEM ASSIGNS DIRECT AND INDIRECT COST AT A CHARGE CODE LEVEL BASED ON RELATIVE VALUE UNITS AND OTHER ALLOCATION METHODOLOGIES. NET REVENUE AT A PATIENT ACCOUNT LEVEL IS BASED ON ACTUAL PAYMENTS WHERE AVAILABLE, AND MODELED REVENUE WHERE PAYMENT HAS YET TO BE RECEIVED. PATIENTS ARE THEN GROUPED BY PAYOR TO ARRIVE AT SUMMARIZED REVENUE AND COSTS.THE ORGANIZATION CONSIDERS THE MEDICARE SHORTFALL TO BE A COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: 1) SINCE THERE IS AN EXCESS OF EXPENSES OVER MEDICARE REIMBURSEMENT, OHI MUST COVER THE SHORTFALL. AS A RESULT, THE AMOUNT NEEDED TO COVER THE SHORTFALL IS NOT AVAILABLE FOR OTHER CHARITY CARE AND COMMUNITY BENEFIT SERVICES, 2) A SIGNIFICANT PORTION OF SERVICES PROVIDED TO MEDICARE BENEFICIARIES WOULD LIKELY QUALIFY FOR CHARITY CARE ABSENT INSURANCE COVERAGE UNDER THE MEDICARE PROGRAM, AND 3) THE PROVISION OF UNDER COMPENSATED PATIENT CARE TO MEDICARE BENEFICIARIES POSITIVELY IMPACTS THE HEALTH OF THE SOUTHEASTERN MICHIGAN COMMUNITIES IN WHICH WE SERVE.
PART III, LINE 9B: HOSPITAL PATIENTS PRESENTING OR SCHEDULING FOR SERVICES WITHOUT INSURANCE ARE IDENTIFIED AS "SELF PAY" PATIENTS. THESE PATIENTS ARE ASSESSED BY FINANCIAL COUNSELING STAFF, WITHIN THE ORGANIZATION'S "OAKASSIST PROGRAM" TO: A) DETERMINE IF SOME TYPE OF INSURANCE COVERAGE MAY EXIST, B) ASSESS ELIGIBILITY FOR A GOVERNMENT SPONSORED INSURANCE PROGRAM, OR C) ASSESS ELIGIBILITY FOR A FULL OR PARTIAL CHARITY CARE, CATASTROPHIC MEDICAL EXPENSE OR SELF-PAY DISCOUNT. THIS PROCESS IS INITIATED AS CLOSE TO THE DATE OF SERVICE OR AT THE TIME OF SCHEDULING IF POSSIBLE. IF THE DETERMINATION OF DISCOUNTING OR OTHER COVERAGE IS NOT FOUND, THE PATIENT WILL RECEIVE A BILLING STATEMENT WITH DIRECTION TO CONTACT AN OAKWOOD CUSTOMER SERVICE REPRESENTATIVE OR OAKASSIST FINANCIAL COUNSELOR FOR FINANCIAL ASSISTANCE OR IF EXTENDED PAYMENT ARRANGEMENTS ARE NEEDED TO HELP SATISFY THE DEBT. THE PATIENT RECEIVES A MINIMUM OF FOUR (4) STATEMENTS NOTIFYING THEM OF THE AVAILABILITY OF FINANCIAL ASSISTANCE PRIOR TO FORWARDING ACCOUNTS TO A THIRD-PARTY COLLECTION AGENCY. IN ADDITION, PRIOR TO FORWARDING ACCOUNTS TO A COLLECTION AGENCY, THE ACCOUNTS ARE SCORED TO DETERMINE THE PATIENT'S ABILITY TO PAY AND DEEMED EITHER CHARITY OR BAD DEBT. ACCOUNTS ELIGIBLE FOR CHARITY CARE, PURSUANT TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, ARE WRITTEN-OFF TO A CHARITY CARE CODE AND NO FURTHER COLLECTION ACTIVITY IS PURSUED. IN CASES WHERE THE ORGANIZATION EXPECTS PAYMENT BUT IS UNABLE TO COLLECT, THE ACCOUNTS ARE CLASSIFIED AS BAD DEBT AND FORWARDED FOR FURTHER COLLECTION ACTIVITY.
OHI, SCHEDULE H, PART I: OTHER COMMUNITY BENEFIT INFORMATION. THE OAKWOOD HEALTHCARE FOUNDATION PROVIDES SIGNIFICANT ASSISTANCE TO STRENGTHEN OAKWOOD'S COMMUNITY BENEFIT PROGRAMS AND SERVICES. IN ADDITION TO PROVIDING THE FUNDS FOR MANY COMMUNITY BENEFIT PROGRAMS SUCH AS ADOLESCENT HEALTH CENTERS, CENTER FOR EXCEPTIONAL FAMILIES, NEEDY PATIENT PROGRAMS, ETC., IT EXPENDED NEARLY $800,000 IN 2012 TO COVER THE COSTS OF FUNDRAISING AND GRANT WRITING THAT IS DIRECTLY ASSOCIATED WITH COMMUNITY BENEFIT PROGRAMMING. TWO LARGE EVENTS WERE HELD IN 2012 THAT WERE SPECIFICALLY PRESENTED TO RAISE FUNDS TO OPERATE THE CENTER FOR EXCEPTIONAL FAMILIES, A MULTIDISCIPLINARY CLINIC FOR CHILDREN WITH PHYSICAL AND COGNITIVE IMPAIRMENTS. MANY OF THE SERVICES PROVIDED BY THE CENTER ARE NOT COVERED BY INSURANCE BUT ARE INTEGRAL TO CARE, WITH OTHER FINANCIAL SUPPORT RAISED FOR OPERATION OF THEIR PHYSICAL LOCATION. NUMEROUS GRANTS TO FEDERAL AND STATE FUNDING SOURCES SUCH AS HRSA AND MICHIGAN DEPARTMENT OF COMMUNITY HEALTH AND OTHER PRIVATE FUNDING SOURCES WERE PREPARED, COMPLETED AND SUBMITTED BY THE FOUNDATION ON BEHALF OF PROGRAMS SUCH AS OAKWOOD'S SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS, PREVENTION PROGRAMS, RYAN WHITE CLINIC FOR HIV CARE, THE CENTER FOR EXCEPTIONAL FAMILIES, CHILD PASSENGER SAFETY, NUTRITION EDUCATION AND OTHER PROGRAMS THAT BENEFIT OUR COMMUNITY.
PART VI, LINE 2: OAKWOOD HEALTHCARE SYSTEM USES AN ANNUAL ENVIRONMENTAL ASSESSMENT AS A BASELINE FOR THE DECISION MAKING IN BOTH COMMUNITY BENEFIT PROGRAMMING AND BUSINESS PLANNING. THE COMPREHENSIVE DOCUMENT IS PRODUCED EACH YEAR IN JUNE BY THE STRATEGIC PLANNING DEPARTMENT AFTER FOUR TO SIX MONTHS OF RESEARCH, DATA ANALYSIS AND PREPARATION IN COLLABORATION WITH KEY LEADERS IN THE ORGANIZATION. DATA FROM THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH, CDC, NATIONAL CENTER FOR CHRONIC DISEASE PREVENTION AND HEALTH PROMOTION, OAKWELL HEALTH RISK APPRAISAL, SEMCA, AND DATA FROM TRUVEN HEALTH ALONG WITH SEVERAL OTHER SOURCES ARE UTILIZED IN ASSESSING THE HEALTH OF THE COMMUNITY. FOR 2013, A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WILL TAKE PLACE TO ASSESS THE COMMUNITIES SERVED BY OAKWOOD'S FOUR HOSPITAL SITES. THIS NEEDS ASSESSMENT INCLUDES FOCUS GROUPS, INTERVIEWS AND INFORMATION FROM OVER 100 SOURCES TO OBTAIN QUANTITATIVE AND QUALITATIVE DATA TO IDENTIFY PRIORITY HEALTH NEEDS. TRUVEN HEALTH COMMUNITY NEED INDEX (CNI) IS A STATISTICAL APPROACH TO IDENTIFYING HEALTH NEEDS IN A COMMUNITY. THIS WILL ALLOW OAKWOOD TO IDENTIFY THE AREAS OF MOST NEED IN THE OAKWOOD COMMUNITIES. THIS CHNA PROCESS WILL DRIVE THE IMPLEMENTATION STRATEGIES AND PROGRAMS FOR COMMUNITY HEALTH FOR THE NEXT THREE YEARS. OAKWOOD'S SCHOOL-BASED AND COMMUNITY BASED CHILD AND ADOLESCENT HEALTH CLINICS PERFORM ANNUAL HEALTH NEEDS ASSESSMENTS IN THE COMMUNITIES IN WHICH THEY ARE LOCATED. THESE NEEDS ASSESSMENTS DROVE THE ADDITION OF MENTAL HEALTH COUNSELING AND NUTRITION SERVICES TO BE ADDED TO THE HEALTH CLINICS. TO ASSESS THE NEEDS OF THOSE IN THE COMMUNITY WITH HIV/AIDS FOR THE RYAN WHITE CLINIC OPERATED BY OAKWOOD WITH SUPPORT FROM THE CITY OF DETROIT DEPARTMENT OF HEALTH AND WELLNESS PROMOTION, THE MICHIGAN STATEWIDE COORDINATED STATEMENT OF NEED AND HIV/AIDS COMPREHENSIVE PLAN FOR 2012-2015 WAS UTILIZED.
PART VI, LINE 3: OUR FINANCIAL ADVISORY TEAM, OAKASSIST, PROVIDES PRE-SERVICE AND POST-SERVICE SUPPORT TO OUR PATIENTS AND THEIR FAMILIES IN DETERMINING ELIGIBILITY OPTIONS FOR HEALTH CARE COVERAGE. PATIENTS IDENTIFIED WITHOUT INSURANCE COVERAGE ARE ASSESSED AT ALL ACCESS POINTS, THE EMERGENCY DEPARTMENT, AND OUTPATIENT DIAGNOSTIC SCHEDULING, PRIOR TO ELECTIVE PROCEDURES, AND PHYSICIAN OFFICE REFERRALS. PATIENTS ARE PROVIDED INFORMATION OR ASSISTANCE IN REGARD TO ELIGIBILITY WITH THE ORGANIZATION'S CHARITY CARE POLICY OR OTHER FORMS OF FINANCIAL ASSISTANCE AVAILABLE (MEDICAID, ADULT BENEFIT WAIVER, COBRA COVERAGE, VICTIMS OF CRIME, ETC.). POSTERS IDENTIFYING THE FINANCIAL ADVISORY TEAM, OAKASSIST, AND THE AVAILABILITY OF CHARITY CARE ARE VISIBLE IN HIGH TRAFFIC AREAS, SUCH AS THE EMERGENCY DEPARTMENT, OUTPATIENT REGISTRATION AREAS, AND ON THE OAKWOOD.ORG WEBSITE. DOCUMENTATION IS ALSO PRINTED ON THE PATIENT BILLING STATEMENT INCLUDING CONTACT INFORMATION SHOULD A PATIENT REQUIRE ASSISTANCE POST SERVICE.
PART VI, LINE 4: LOCATED IN SOUTHEAST MICHIGAN, OAKWOOD HEALTHCARE SYSTEM (OHS) SERVES MORE THAN 940,000 RESIDENTS IN 36 COMMUNITIES STRETCHING ACROSS A 500 SQUARE MILE AREA OF WESTERN WAYNE COUNTY. 87% OF THE OHS SERVICE AREA IS UNDER THE AGE OF 65, WITH 62% BETWEEN THE AGES OF 18 AND 64. WHILE CENSUS NUMBERS TELL US THAT 68% OF OUR SERVICE POPULATION IS CAUCASIAN, THERE ARE SEVERAL CONCENTRATIONS OF AFRICAN AMERICAN, HISPANIC AND ASIAN POPULATIONS. ANCESTRAL BACKGROUND, HOWEVER, IS ONE OF OUR SERVICE AREA'S MOST REMARKABLE FEATURES, WITH SOUTHEAST MICHIGAN BEING HOME TO THE LARGEST ARAB POPULATION OUTSIDE OF THE MIDDLE EAST. WHILE THIS POPULATION IS ESTIMATED TO BE WELL IN EXCESS OF 300,000, CENSUS DATA DOES NOT CAPTURE THIS INFORMATION, AS "ARAB-AMERICAN" IS CONSIDERED AN ANCESTRY.DIVERSITY IN OUR COMMUNITIES IS NOT LIMITED TO CULTURAL/ETHNIC BACKGROUND, WITH POVERTY, UNEMPLOYMENT AND HEALTH-INSURED RATES VARYING WIDELY. OHS' COMMUNITY POVERTY RATES RANGE FROM 3% TO 51% (THESE RATES COMPARE TO A 13.6% RATE FOR OUR STATE). THE HEALTH UNINSURED RATE IS APPROXIMATELY 23.7% IN OUR SW DETROIT REGION AND 13.9% IN OUR GREATER DEARBORN REGION. EMPLOYMENT IN OUR SERVICE AREA HAS BEEN DOMINATED BY THE AUTOMOTIVE INDUSTRY; WITH FORD MOTOR COMPANY OUR SERVICE AREA'S LARGEST EMPLOYER AND OAKWOOD HEALTHCARE SYSTEM RANKING SECOND. OUR SERVICE AREA AND STATE CONTINUE TO FEEL THE EFFECTS OF A SUFFERING ECONOMY ALTHOUGH WE SEE SOME SIGNS OF RECOVERY. AS THE AUTOMOTIVE INDUSTRY, ITS RELATED SUPPLIERS AND OTHER INDUSTRIES CONTINUE TO MAKE ECONOMIC ADJUSTMENTS, FORECLOSURE RATES IN OUR STATE CONTINUE TO REMAIN AMONGST THE HIGHEST IN THE NATION. WHILE MICHIGAN UNEMPLOYMENT RATES ARE AT 9.7%, (COMPARED TO 8.1% NATIONALLY), SOUTHEAST MICHIGAN RATES ARE HIGHER THAN BOTH THE STATE AND NATION, WITH WAYNE COUNTY EXISTING AS ONE OF OUR STATE'S MOST "UNEMPLOYED" COUNTIES. WHILE THE LEADING CAUSES OF DEATH (E.G. HEART DISEASE, CANCER, STROKE) ARE THE SAME FOR OUR SERVICE AREA, STATE AND THE NATION, OUR SERVICE POPULATION EXHIBITS HIGHER LEVELS OF NEGATIVE RISK FACTORS AND BEHAVIORS (E.G. SMOKING, OBESITY) THAN THE STATE OR NATION. AND WHILE SOUTHEAST MICHIGAN IS BLESSED WITH NUMEROUS QUALITY HEALTHCARE PROVIDERS, MANY COMMUNITY MEMBERS FACE CHALLENGES (E.G. LACK OF EDUCATION, POOR BASIC HEALTH AWARENESS, LACK OF TRANSPORTATION, NO INSURANCE, LAYOFFS, "WORKING POOR" FAMILIES, AND HIGH RATES OF CRIME, VIOLENCE AND DRUG USE) THAT IMPACT ACCESS TO HEALTHCARE AND/OR AFFECT QUALITY OF LIFE.
PART VI, LINE 5: OAKWOOD HEALTHCARE SYSTEM AND ITS EMPLOYEES, BOARD MEMBERS, PHYSICIANS AND VOLUNTEERS ARE PROUD TO BE INVOLVED IN MAKING OUR COMMUNITY A HEALTHIER PLACE TO LIVE, WORK, AND PLAY.OUR GOVERNING BOARDS ARE COMPRISED OF BUSINESS, CIVIC AND COMMUNITY LEADERS WHO WORK AND/OR LIVE IN THE AREA, AND HAVE A STAKE IN COMMUNITY HEALTH IMPROVEMENT. BOARD MEMBERS ARE ACTIVELY ENGAGED IN OAKWOOD'S MISSION TO PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. A GOVERNING BOARD STRATEGIC PLANNING COMMITTEE AND MEDICAL STAFF STRATEGIC PLANNING COMMITTEE INTEGRATE THEIR PERSPECTIVES INTO BOTH SHORT AND LONG TERM VISIONING AND PLANNING GEARED TOWARD FULFILLING OUR MISSION.EACH OF OUR FOUR ACUTE CARE SITES FEATURES AN OPEN MEDICAL STAFF, WITH ELECTED LEADERSHIP AND ACTIVE COMMITTEE STRUCTURE. TO PROMOTE HEALTH IN THE COMMUNITIES, OAKWOOD PROVIDES AFTERSCHOOL NUTRITION AND PHYSICAL EDUCATION IN 16 AREA SCHOOLS, OPERATES A WELLNESS PROGRAM IN TAYLOR, MI., OPERATES A SCHOOL-BASED HEALTH CLINIC IN WAYNE, AND OPERATES ADOLESCENT HEALTH CENTERS IN THE CITIES OF TAYLOR AND INKSTER. COMMUNITY BENEFIT PROGRAMS SUCH AS CAR SEAT SAFETY, INFANT SAFE SLEEP, COMMUNITY SCREENING AND HEALTH EDUCATION INCLUDING BLOOD PRESSURE, CHOLESTEROL (TOTAL AND HDL) AND GLUCOSE TESTING. NUTRITIONAL SEMINARS ARE OFFERED FOR ALL AGES GROUPS IN THE COMMUNITY. A SMOKING CESSATION HOTLINE AND INFORMATION ARE PROVIDED TO ASSIST COMMUNITY MEMBERS IN THE EFFORTS TO STOP SMOKING. OAKWOOD ALSO OPERATES AN HIV/AIDS PROGRAM AND TB CLINIC FOR THOSE IN NEED OF THESE SPECIALIZED SERVICES.A SIGNIFICANT PORTION OF THE OAKWOOD HEALTHCARE SYSTEM SERVICE AREA CONSISTS OF FEDERALLY MEDICALLY UNDERSERVED AREAS AS DESIGNATED BY HRSA (HEALTH RESOURCES AND SERVICES ADMINISTRATION). MULTI-LEVEL PARTNERSHIPS AND COLLABORATIONS WITH FEDERALLY QUALIFIED HEALTH CENTERS AND OTHER COMMUNITY BASED CLINICS ARE IN PLACE. DURING THE MID-2000'S, OAKWOOD WAS THE DRIVING FORCE BEHIND THE FIRST SUCCESSFUL FQHC (FEDERALLY QUALIFIED HEALTH CENTER) APPLICATION IN OUT-WAYNE COUNTY. OAKWOOD HAS MAINTAINED A STRONG COLLABORATIVE RELATIONSHIP WITH THAT AGENCY, WHICH NOW HAS TWO LOCATIONS TO BETTER MEET THE PRIMARY CARE NEEDS OF OUR UNINSURED AND UNDERINSURED COMMUNITY MEMBERS. WE ALSO ACTIVELY PARTICIPATE IN WORKGROUPS, COMMITTEES AND BOARDS ASSOCIATED WITH COMMUNITY PROGRAMS SUCH AS THE DETROIT WAYNE COUNTY HEALTH AUTHORITY AND THE VOICES OF DETROIT INITIATIVE-BOTH DEDICATED TO COLLABORATIVE, COMMUNITY BASED SOLUTIONS TO THE CHALLENGES OF THE UNINSURED. INITIATIVES ADDRESS THE NEED FOR ACCESS TO PRIMARY HEALTH CARE AS WELL AS DEVELOPMENT OF A BROAD BASED RESPONSE TO THE NEED FOR EMERGENCY DEPARTMENT DIVERSION FOR PATIENTS IDEALLY SERVED IN A PRIMARY CARE SETTING.IN ADDITION TO THE MANY COMMUNITY HEALTH IMPROVEMENT ACTIVITIES PRESENTED BY ITS COMMUNITY HEALTH, MEDICAL EDUCATION, SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS AND OTHER DEPARTMENTS, OAKWOOD PRESENTS A RADIO PROGRAM FEATURING INFORMATION ABOUT PERSONAL AND FAMILY HEALTH PROMOTION. "CHAMPIONS OF CARE" IS BROADCAST EACH WEEK TO ALL COMMUNITIES WE SERVE ON WJR, AN AM RADIO STATION WITH A STRONG GEOGRAPHIC SIGNAL THAT COVERS NOT ONLY OUR IMMEDIATE AREA, BUT ALSO A LARGE PORTION OF THE STATE AND EVEN PARTS OF THE MIDWESTERN REGION.MANY OF OUR EXECUTIVES, MANAGERS AND OTHER EMPLOYEES SERVE AS LEAD VOLUNTEERS OR BOARD DIRECTORS AND OFFICERS FOR KEY NON-PROFIT AGENCIES AND GOVERNMENT COMMISSIONS IN THE REGION. THESE INCLUDE ORGANIZATIONS AND AUTHORITIES ASSOCIATED WITH HEALTH CARE, SOCIAL SERVICES, EDUCATION, MUNICIPAL GOVERNANCE, INDUSTRY AND TRADE GROUPS AS WELL AS SERVICE ORGANIZATIONS AND CHAMBERS OF COMMERCE. MANY OAKWOOD EMPLOYEES ALSO OFFER AD-HOC CONSULTING ADVICE.OAKWOOD HAS ALSO MAINTAINED LONG STANDING, DEMONSTRATED PARTNERSHIPS WITH VITAL COMMUNITY AGENCIES SUCH AS ACCESS (SERVING THE ARAB AMERICAN COMMUNITY AND OTHERS WITH HEALTH AND SOCIAL SERVICES AS WELL AS EMPLOYMENT PROGRAMS); SOUTHWEST SOLUTIONS (SOCIAL SERVICES AND HOUSING AGENCY); STARFISH FAMILY SERVICES (SOCIAL SERVICES); CABRINI, MAPI AND HOPE CLINICS (FREE MEDICAL CLINICS); FIRST STEP (DOMESTIC VIOLENCE AND SEXUAL ASSAULT RESPONSE AGENCY); AND WESTERN WAYNE FAMILY HEALTH CENTER (FQHC). WE OFFER THESE AGENCIES PROGRAMS AND SERVICES, IN KIND OR DISCOUNTED FEES FOR LAB SERVICES, AND COLLABORATE IN VARIOUS GRANT APPLICATIONS AND COLLABORATIVE PROGRAMS. PARTNERSHIPS ARE ALSO IN PLACE FOR REGIONAL WORKFORCE DEVELOPMENT AND HEALTH INFORMATION TECHNOLOGY. OAKWOOD STAFF ASSISTS IN COMMUNITY JOB FAIRS, GIVING JOB ADVICE, REVIEWING RESUMES, AND CONDUCTING MOCK INTERVIEWS ALONG WITH PROVIDING INTERNSHIPS FOR STUDENTS ATTENDING MANY COLLEGES AND UNIVERSITIES.OTHER EXAMPLES INCLUDE OUR FOCUSED WORK AND COOPERATION WITH GIFT OF LIFE-MICHIGAN TO SUPPORT ORGAN DONATION AND A WELL-DEVELOPED AND EXTENSIVE SPEAKER'S BUREAU THAT OFFERS VOLUNTEER OAKWOOD SPEAKERS TO TALK TO COMMUNITY AND OTHER GROUPS ABOUT A BROAD RANGE OF TOPICS. OUR ARTS FOR THE SPIRIT PROGRAM PROVIDES AN ENVIRONMENT OPEN TO THE PUBLIC TO PROMOTE HEALTH AND HEALING. WE HAVE A STRONG TRADITION OF BEING A PART OF OUR COMMUNITY, WITH SHARED VISION OF CREATING HEALTH AND WELLNESS FOR ALL AND CONTINUE TO EXPAND THAT OUTREACH WITH EVERY PASSING YEAR.
PART VI, LINE 6: OAKWOOD HEALTHCARE INC. IS PRIMARILY COMPRISED OF OAKWOOD HEALTHCARE SYSTEM. THE AFFILIATED HEALTHCARE SYSTEM ALSO INCLUDES THE FOLLOWING COMPANIES: OAKWOOD HEALTH PROMOTIONS, INC. - PROVIDES FOUR DIFFERENT LEVELS OF ELDER CARE: INDEPENDENT LIVING, ASSISTED LIVING, ALZHEIMER CARE, AND SKILLED NURSING CARE. OAKWOOD HEALTH PROMOTIONS ALSO PROVIDES ADULT DAY CARE SERVICES.OAKWOOD HOME CARE SERVICES - DELIVERS HIGH QUALITY HOME HEALTH CARE SERVICES TO THOUSANDS TO RESIDENTS THROUGHOUT SOUTHEAST MICHIGAN. IN 2012, OAKWOOD HOME CARE SERVICES PROVIDED MEDICAL CARE TO MORE THAN 6,000 HOME-BOUND PATIENTS, WHICH INCLUDED PROFESSIONAL PATIENT CARE VISITS IN EXCESS OF 73,000. ITS DEDICATED STAFF INCLUDES REGISTERED NURSES, PHYSICAL AND OCCUPATIONAL THERAPISTS, SPEECH PATHOLOGIST, MEDICAL SOCIAL WORKER, NUTRITIONIST, AND HOME HEALTH AIDES. OAKWOOD HOME CARE SERVICES ALSO OFFER SPECIALIZED HOME CARE SERVICES SUCH AS, DIABETES SELF MANAGEMENT, CARDIAC/CONGESTIVE HEART FAILURE, OBSTETRICAL CARE, MATERNAL CHILD PEDIATRICS, ORTHOPEDICS & REHABILITATION, WOUND & OSTOMY CARE, ONCOLOGY/INFUSION THERAPY, VESTIBULAR REHABILIATION, LYMPHEDEMA MASSAGE THERAPY, DEEP VEIN THROMBOSIS THERAPY, TELEHEALTH/HEALTH BUDDY, DURABLE MEDICAL EQUIPMENT AND CARE CONNECTION.OAKWOOD UNITED HOSPITALS, INC. - PROVIDES HEALTH CARE FACILITIES FOR OAKWOOD HEALTHCARE, INC.OAKWOOD HEALTHCARE FOUNDATION - PROVIDES SUPPORT TO ENTITIES THAT COMPRISE OAKWOOD HEALTHCARE INC.'S HEALTH CARE SYSTEM. THE OAKWOOD HEALTHCARE FOUNDATION OPERATES EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES IN SUPPORT OF THE MISSION OF OAKWOOD HEALTHCARE SYSTEM, THE HEALTHCARE DELIVERY SYSTEM OF OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE FOUNDATION'S PURPOSE IS TO PROMOTE PHILANTHROPIC INVESTMENT OF TIME, TALENT AND TREASURE IN SUPPORT OF OAKWOOD'S NOT-FOR-PROFIT MISSION TO PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. DURING 2012, OAKWOOD HEALTHCARE FOUNDATION HAD A TOTAL OF 8,226 DONORS AND RAISED TOTAL FUNDS OF $6,104,673. OAKWOOD HEALTHCARE FOUNDATION MADE MORE THAN $4.5 MILLION IN DISBURSEMENTS IN 2012 TO SUPPORT MULTIPLE PROGRAMS AND INITIATIVES.OAKWOOD ENTERPRISES, INC. - OWNS AND MANAGES REAL ESTATE IN SOUTHEAST MICHIGAN, PRIMARILY MEDICAL OFFICE BUILDINGS. ALSO, OPERATES OAKWOOD CARE CONNECTIONS, PRIVATE DUTY NURSING SERVICES, AND INVESTS IN VARIOUS HEALTHCARE RELATED JOINT VENTURES. MIDWEST MEDICAL CENTER - OWNS AND OPERATES SIX PHYSICIANS PRACTICES FACILITIES CONVENIENTLY LOCATED IN SOUTHEASTERN MICHIGAN. MIDWEST HAS OVER 65 PHYSICIANS SPECIALIZING IN 19 DIFFERENT SPECIALTIES. IT ALSO OWNS AND OPERATES A CAP CERTIFIED LABORATORY. IN ADDITION TO CORE PHYSICIAN SERVICES, CENTERS ALSO INCLUDE RADIOLOGY AND REHABILITATION SERVICES.OAKWOOD INFUSION SERVICES - PROVIDES HOME INFUSION SERVICES. OAKWOOD INFUSION CENTERS OFFER ROUTINE OUTPATIENT SERVICES FOR PATIENTS SEEKING TREATMENT FOR CANCER, RHEUMATOID ARTHRITIS, CROHN'S DISEASE, MULTIPLE SCLEROSIS AND OTHER DIAGNOSES PROVIDING SERICES, SUCH AS, IV MEDICATION THERAPY, CHEMOTHERAPY INFUSIONS, REFILL AND MAINTENANCE OF PORT PUMPS, ANTIBIOTIC THERAPY, INTRAMUSCULARLY AND SUBCUTANEOUS INJECTIONS, IV FLUID HYDRATION, VENOUS ACCESS DEVICE IRRIGATION, IMPLANTED VENOUS ACCESS DEVICE DECLOTTING, THERAPEUTIC PHLEBOTOMY AND BLOOD TRANSFUSION.OAKWOOD HEALTHCARE SYSTEM IS A REGIONAL HEALTH CARE NETWORK AND IS ONE OF THE MOST COMPREHENSIVE HEALTH CARE DELIVERY SYSTEMS IN SOUTHEASTERN MICHIGAN, SERVING SOUTHEAST MICHIGAN FOR CLOSE TO 60 YEARS. OAKWOOD HEALTHCARE SYSTEM IS A RECOGNIZED LEADER IN CLINICAL QUALITY, SERVICE AND VALUE. OUR EMPLOYEES, PHYSICIANS AND VOLUNTEERS ARE COMMITTED TO PROVIDING EXCELLENT CLINICAL QUALITY AND WORLD-CLASS CUSTOMER SERVICE TO OUR PATIENTS AND THEIR FAMILIES.
MIREPORTS FILED WITH STATESPART VI, LINE 7
SEE BELOWPART V, LINE 8 FACILITY REPORTING GROUP A
ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTERPART V, SECTION B, LINE 12H:
THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTERPART V, SECTION B, LINE 14G:
THE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17.FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTERPART V, SECTION B, LINE 18E:
A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTERPART V, SECTION B, LINE 20D:
ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTERPART V, SECTION B, LINE 12H:
THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTERPART V, SECTION B, LINE 14G:
QTHE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17.FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTERPART V, SECTION B, LINE 18E:
A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTERPART V, SECTION B, LINE 20D:
ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITALPART V, SECTION B, LINE 12H:
THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITALPART V, SECTION B, LINE 14G:
THE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17.FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITALPART V, SECTION B, LINE 18E:
A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITALPART V, SECTION B, LINE 20D:
ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 4 -- OAKWOOD HERITAGE HOSPITALPART V, SECTION B, LINE 12H:
THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.FACILITY 4 -- OAKWOOD HERITAGE HOSPITALPART V, SECTION B, LINE 14G:
THE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17.FACILITY 4 -- OAKWOOD HERITAGE HOSPITALPART V, SECTION B, LINE 18E:
A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.FACILITY 4 -- OAKWOOD HERITAGE HOSPITALPART V, SECTION B, LINE 20D:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (14 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
100 BLACK MEN OF GREATER DETROIT INC
ONE FORD PLACEDETROITMI48202383124115501(C)(3)50000FMVN/ACOMMUNITY SUPPORT
ABUNDANT CARE TRAINING SERVICES
1200 W CANFIELDDETROITMI48201383689305501(C)(3)50000FMVN/ACOMMUNITY SUPPORT
AMERICAN HEART ASSOCIATION INC
PO BOX 4002902DES MOINESIL503402902135613797501(C)(3)120000FMVN/ACOMMUNITY SUPPORT
DEARBORN COMMUNITY FUND
15801 MICHIGAN AVEDEARBORNMI48126383507205501(C)(3)225000FMVN/ACOMMUNITY SUPPORT
FOUNDATION OF MICH ASSN OF PHYS OF INDIAN ORIGIN
28230 ORCHARD LAKE RD SUITE 203FARMINGTON HILLSMI48334383032459501(C)(3)200000FMVN/ACOMMUNITY SUPPORT
FRIENDS OF DEARBORN ANIMAL SHELTER
2661 GREENFIELD RDDEARBORNMI48120383171570501(C)(3)60000FMVN/ACOMMUNITY SUPPORT
HENRY FORD HEALTH SYSTEM
1 FORD PLACE 5A OFFICE OF PHILANTHRDETROITMI482023450381357020501(C)(3)200000FMVN/ACOMMUNITY SUPPORTPY
NAMI MICHIGAN
921 N WASHINGTONLANSINGMI48906382643038501(C)(3)220000FMVN/ACOMMUNITY SUPPORT
OAKLAND UNIVERSITY SCHOOL OF NURSING
2200 N SQUIRREL ROADROCHESTERMI483094497382434916501(C)(3)65900FMVN/ACOMMUNITY SUPPORT
SOCIETY FOR THE ARTS IN HEALTHCARE
2647 CONNECTICUT AVE NW STE 200WASHINGTONDC20008020479949501(C)(3)50000FMVN/ACOMMUNITY SUPPORT
SOUTHWEST SOLUTIONS
5716 MICHIGAN AVEDETROITMI48210382672000501(C)(3)50000FMVN/ACOMMUNITY SUPPORT
WAYNE STATE UNIVERSITY FUND OFFICE
5745 WOODWARDDETROITMI48202382642704501(C)(3)80000FMVN/ACOMMUNITY SUPPORT
WSU SCHOOL OF MEDICINE - DEVELOPMENT AND ALUMNI AFFAIRS
4201 ST ANTOINE MAILBOX 253-UHCDETROITMI48201753235212501(C)(3)88000FMVN/ACOMMUNITY SUPPORT6-FG
OAKWOOD HEALTHCARE FOUNDATION
15500 LUNDY PARKWAYDEARBORNMI48126383432073501(C)(3)30777400FMVN/ASUPPORT OF THE MISSION AND OPERATIONS OF OAKWOOD HEALTH SYSTEMS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants14TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistance
HELPING HANDS - NEEDY EMPLOYEE ASSISTANCE41505320
EMPLOYEE SCHOLARSHIPS82877850
MEDICAL RESIDENTS STIPENDS246123496860

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE OAKWOOD HEALTHCARE SYSTEM MAKES CONTRIBUTIONS PRIMARILY TO ORGANIZATIONS THAT HAVE BEEN RECOGNIZED BY THE IRS AS TAX-EXEMPT CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). GOVERNMENT GRANTS RECEIVED BY THE OAKWOOD HEALTHCARE SYSTEM ARE MONITORED BY THE RESPECTIVE DEPARTMENTS. OAKWOOD HEALTHCARE INC. FOLLOWS THE GUIDELINES AND IS SUBJECT TO AN A133 AUDIT ANNUALLY UPON MEETING THE EXPENDITURE THRESHOLD. THE OAKWOOD HEALTHCARE SYSTEM AWARDS SCHOLARSHIPS ANNUALLY TO EMPLOYEES, FAMILY MEMBERS AND STUDENT VOLUNTEERS. THE EMPLOYEES APPLY AND APPLICATIONS ARE REVIEWED BY AN IMPARTIAL SELECTION COMMITTEE. THE COMMITTEE IS COMPRISED OF REPRESENTATIVES FROM HUMAN RESOURCES, NURSING/ALLIED HEALTH, VOLUNTEER SERVICES, FINANCE AND THE FOUNDATION. APPLICANTS ARE SCORED USING SEVERAL KEY CRITERIA THEN RANKED ACCORDINGLY. THE OAKWOOD HEALTHCARE SYSTEM ALSO PROVIDES GRANTS TO EMPLOYEES IN THEIR GREATEST TIME OF NEED AS A RESULT OF PERSONAL CRISIS OR CATASTROPHIC EVENT THROUGH THE HELPING HANDS FUND. THE HELPING HANDS FUND IS ADMINISTERED THROUGH HUMAN RESOURCES AND A COMMITTEE HAS BEEN ESTABLISHED TO REVIEW REQUESTS AND MAKE RECOMMENDATIONS. ELIGIBILITY CRITERIA HAS BEEN ESTABLISHED WITH A MAXIMUM PAYMENT. IN CONJUNCTION WITH THE ORGANIZATION'S GRADUATE MEDICAL EDUCATION PROGRAM SUMMARIZED IN PROGRAM SERVICE ACCOMPLISHMENTS, OAKWOOD HEALTHCARE, INC. PAID MEDICAL RESIDENT STIPENDS IN THE AMOUNT OF $12,349,686 DURING 2012. OAKWOOD HEALTHCARE SYSTEM MONITORS USE OF GRANT FUNDS THROUGH ITS PAYROLL AND HUMAN RESOURCES DEPARTMENTS AS THESE GRANTS ARE GENERALLY MADE IN CONNECTION WITH THE EMPLOYEE'S COMPENSATION.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org1CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs1CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (26 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
CONNOLLY BRIAN
PRESIDENT & CEO7475940596413046788504578480380290230776902423550
KEUTEN JOHN
SVP & CFO31575308019606586401038110223120587936000
HENOCH MALCOLM MD
SVP & CMO3332750156460043774011690202931306797240884690
DABBOUS SAMIR MD
TRUSTEE23700400074300000237747000
LLOYD SETH
SECRETARY,SVP,CORPORATE COUNSEL29270206389202101406848097640394220000
BUSTAMANTE MARK ANTHONY
PRESIDENT & CMO2591120647680234870231550264720396994000
CAMPBELL DAVID
SENIOR ADVISOR2556940348570565960410600205660408773000
CONWAY PAUL
SVP HUMAN RESOURCES192297010943805454407718602272904561940580450
D'AGOSTINO MAUREEN
SVP ORGANIZ. EXCELLENCE1737730446240205980640590276440330698000
GEHEB MICHAEL
EVP PHYS PLAN & OPS39523502361660554640160124020368086735701085640
HUGHES EDITH
SITE PRESIDENT2375630767870407500240870200070399194000
ISENSTEIN BILL
SVP MANAGED CARE27808701081410440560174440253460473074000
MEDVEC BARBARA
SVP, CHIEF NURSING OFFICER22061301065570349320852620430804516720545500
O'MALLEY CARLA
EXECUTIVE DIRECTOR FOUNDATION188128088737057239010030302377404581810452780
ROSCHE BRYCE
SVP SERVICE EXCELLENCE19548804211802647120173550136100533283000
SMITH KELLY
SITE PRESIDENT219060060373047420034595032940364742000
SMITH PAULA
SVP & CHIEF INFORMATION OFFICER2279840209841041098011089601815006079690550390
WELDAY DOUGLAS
EVP & DIVISION PRES.444452023963801194570219631036211010593890982710
WIDNER ERIC
SITE PRESIDENT2353750460430336910216700206940357473000
ZATINA MARY
SVP GOVERNMENT RELATIONS19702009578904261307090002222404285460540010
DABIR REZA R
STAFF PHYSICIAN63494000061513011483012120709148000
JUNN FREDRICK SONG CHUN
STAFF PHYSICIAN813700024545004269902090002560101148350000
LIAKONIS CHRIS P
STAFF PHYSICIAN6894410001571006483015960713230000
PANNUTEJPAUL SINGH
STAFF PHYSICIAN67025001282590107550157980240740849136000
SPRAGUE KEVIN JOSEPH
STAFF PHYSICIAN195498066637104166701765607990921991000
DIEDERICH JOSEPH
FORMER OFFICER002373020180400000239106000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1AOAKWOOD HEALTHCARE, INC. HAS A FORMAL EXPENSE REIMBURSMENT POLICY, WHICH APPLIES TO ALL TYPES OF REIMBURSEMENT. OAKWOOD HEALTHCARE, INC. DOES NOT HAVE A SPECIFIC POLICY REGARDING THE PROVISION OF TAX GROSS-UP PAYMENTS. HOWEVER, CERTAIN CORPORATE POLICIES (E.G. "EMPLOYEE RECOGNITION AWARDS") PROVIDE FOR TAX GROSS-UP PAYMENTS. ALSO, EXECUTIVE EMPLOYMENT AGREEMENTS PROVIDE FOR TAX GROSS-UP PAYMENTS AND DISCRETIONARY CHARITABLE SPENDING ACCOUNTS IN LIMITED INSTANCES. THE ORGANIZATION'S PAYROLL DEPARTMENT DETERMINED TAX GROSS-UP PAYMENTS WERE APPROPRIATE IN LIMITED INSTANCES WHERE AN INDIVIDUAL DID NOT HAVE A NET PAYMENT DUE TO THEM (E.G. TAXABLE VALUE OF GUEST TRAVEL) IN THE TAX YEAR AND THE FINANCIAL IMPACT WAS MINOR. THE FOLLOWING BENEFITS WERE PROVIDED TO CERTAIN OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES LISTED IN FORM 990, PART VII: TRAVEL FOR COMPANIONS, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, DISCRETIONARY SPENDING, AND HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES. TRAVEL FOR COMPANIONS - DURING 2012, 3 OFFICERS, 2 TRUSTEES AND 14 KEY EMPLOYEES RECEIVED PAYMENTS FOR COMPANION TRAVEL. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE ONLY PAID TO INDIVIDUALS IN LIMITED CIRCUMSTANCES, AND MUST BE APPROVED IN ACCORDANCE WITH OAKWOOD HEALTHCARE, INC. POLICIES GOVERNING THESE TYPES OF PAYMENTS. AT LEAST ANNUALLY, THE EXPENSES INCURRED BY ALL EMPLOYEES ARE REVIEWED TO ENSURE APPROPRIATE TAXATION AND REPORTING. DURING 2012, 2 KEY EMPLOYEES AND 1 FORMER OFFICER RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. DISCRETIONARY SPENDING ACCOUNT - DURING 2012, 1 OFFICER AND 2 KEY EMPLOYEES RECEIVED PAYMENTS FOR DISCRETIONARY SPENDING. HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES - DURING 2012, 1 OFFICER, 1 TRUSTEE AND 5 KEY EMPLOYEES RECEIVED PAYMENTS FOR HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES. ALL PAYMENTS FOR THE ABOVE BENEFITS WERE TREATED AS TAXABLE TO ALL PERSONS RECEIVING SUCH BENEFITS.
PART IIIPART I, LINE 4A: AS PER OUR EMPLOYMENT AGREEMENT, UPON A QUALIFYING TERMINATION DEFINED AS AN INVOLUNTARY SEPARATION FROM SERVICE OTHER THAN FOR CAUSE, THE EMPLOYEE IS 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 OAKWOOD HEALTHCARE, INC. BRYCE ROSCHE RECEIVED A SEVERANCE PAYMENT OF $230,056. PART I, LINE 4B: OAKWOOD HEALTHCARE, INC. HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THAT IS LIMITED TO THE FOLLOWING PARTICIPANTS: BRIAN CONNOLLY, PRESIDENT AND CEO; DOUGLAS WELDAY, EVP OPERATIONS & DIVISION PRESIDENT; AND MICHAEL GEHEB, EVP PHYSICIAN PLAN & OPERATIONS. DURING 2012, MR. CONNOLLY RECEIVED A PAYMENT OF $354,510 AND MR. WELDAY RECEIVED A PAYMENT OF $71,940 PURSUANT TO THE PLAN PROVISIONS.SUPPLEMENTAL INFORMATION
PART IIIPART I, LINE 5A: OAKWOOD HEALTHCARE, INC. 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: OAKWOOD HEALTHCARE, INC.'S OPERATING REVENUE TARGETS, USED FOR PURPOSES OF DETERMINING SHORT-TERM AND LONG-TERM INCENTIVE AWARDS FOR EXECUTIVES, INCLUDE THE REVENUES OF OAKWOOD HEALTHCARE, INC. AND ITS AFFILIATE ORGANIZATIONS.SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MICHIGAN STATE HOSPITAL FINANCE AUTHORITY
A38288941759465E5E92003-11-13147450247REFUNDING OF BONDS ISSUED 6/3/1993100
MICHIGAN STATE HOSPITAL FINANCE AUTHORITY
B38288941759465HGA82007-04-24110209925FIN. HOSPITAL/PARTIAL REF OF BONDS ISSUED 1/27/1994 AND 6/6/1995000
MICHIGAN FINANCE AUTHORITY
C80059618659447PLJ82012-05-01161691656FIN. HOSP/PARTIAL REF OF BONDS ISSUED 4/7/1998, 12/10/2002, & 11/13/2003000

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundIssuance Costs From ProceedsIssuanceCostsFromProceedsOther Spent ProceedsOtherSpentProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionRefunding EscrowRefundingEscrowAmount UnspentAmountUnspent
A7698000050110000147450247438701911721861324315611011
B172050001106405788075527901276766013131011254363102008
C1616918132168743967289149110124559395201365830871730490

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A001100.000000.000000.00000000
B001100.000000.000000.00000000
C001100.000000.000000.00000000

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
CITIGROUP GBL MKTS
A000100110.000000000000100
(no name)
B000100000
(no name)
C010000000

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A0
B0
C0

Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SCHEDULE K PART IV, ARBITRAGE, LINE 2CDATE REBATE COMPUTATION PERFORMEDISSUER NAME: MICHIGAN STATE HOSPITAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/03/2003 ISSUER NAME: MICHIGAN STATE HOSPITAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/15/2007
FORM 990, SCHEDULE K, PART III:DIFFERENCES BETWEEN THE ISSUE PRICE (PART I, COLUMN (E)) AND TOTAL PROCEEDS OF ISSUE (PART II, LINE 3 (B)) ARE DUE TO INVESTMENT EARNINGS.
PART II, LINE 4THE AMOUNTS SHOWN HERE CONSIST OF AMOUNTS IN BOTH DEBT SERVICE RESERVE FUNDS AND DEBT SERVICE FUND DEPOSITS. FOR COLUMNS A, B, AND C, RESPECTIVELY, THE AMOUNTS IN DEBT SERVICE RESERVE FUNDS ARE $4,386,899; $7,889,099; AND ZERO. THE AMOUNTS OF DEBT SERVICE FUND DEPOSITS ARE, RESPECTIVELY, $120; $186,428; AND $2.
FORM 990, SCHEDULE K, PART IV, LINE 6, COLUMN CTHIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE REFUNDING ESCROW FINANCED WITH PROCEEDS OF THE BONDS.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
SEE PART V
SEE PART V107183SEE PART V0
SEE PART V
SEE PART V39261SEE PART V0

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifierExplanationExplanation
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: L&E LAND COMPANY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: LEILA DABBOUS, SPOUSE OF SAMIR DABBOUS M.D. (TRUSTEE) IS A GREATER THAN 35% OWNER OF L&E LAND COMPANY.(D) DESCRIPTION OF TRANSACTION: LEASE
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: MICHELE RUPPAL(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MICHELE RUPPAL IS A FAMILY MEMBER OF BARBARA MEDVEC (KEY EMPLOYEE)(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 3OAKWOOD HEALTHCARE, INC. HAS OUTSOURCED THE MANAGEMENT DUTIES OF DIETARY SERVICES, CLINICAL ENGINEERING, FACILITY SERVICES, ENVIRONMENTAL SERVICES, LAUNDRY SERVICES AND NON-CLINICAL SERVICES WITHIN THE COMPANY'S PHYSICIAN PRACTICE DIVISION. 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 B, LINE 11THE ORGANIZATION'S PROCESS FOR PREPARATION AND REVIEW OF FORM 990 INCLUDES PREPARATION BY AN OUTSIDE ACCOUNTING FIRM AND REVIEW BY LEADERSHIP WITHIN THE FINANCE DEPARTMENT. THE FORM 990 WAS THEN MADE AVAILABLE TO THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE. FINALLY, THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY AT A REGULARLY SCHEDULED MEETING OF THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12COAKWOOD HEALTHCARE, INC. ANNUALLY REQUIRES ITS BOARD MEMBERS, EXECUTIVE LEADERSHIP (INCLUDING OFFICERS AND KEY EMPLOYEES) AND CERTAIN INDEPENDENT CONTRACTORS TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. CONFLICTS EDUCATION IS PROVIDED ANNUALLY TO BOARD MEMBERS AND OTHER PERSONS WHO ATTEND THE BOARD MEETING WHERE SUCH EDUCATION IS PROVIDED. BOARD MEMBERS, EXECUTIVE LEADERS AND KEY INDEPENDENT CONTRACTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS BY COMPLETING A WRITTEN QUESTIONNAIRE. OAKWOOD HEALTHCARE, INC.'S DIRECTOR OF BOARD RELATIONS IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH THE DISCLOSURE PROCESS AND ANY POTENTIAL CONFLICT IS CLEARED BY THE DIRECTOR OF BOARD RELATIONS PURSUANT TO THE CONFLICT OF INTEREST POLICY. FAILURE TO COMPLY WITH THE REQUEST FOR DISCLOSURE COULD RESULT IN REMOVAL FROM THE BOARD. ANNUAL CONFLICT DISCLOSURE STATEMENTS, INCLUDING RESPONSES REQUIRED FOR FORM 990 DISCLOSURE PURPOSES, ARE REVIEWED BY THE OAKWOOD HEALTHCARE, INC. BUSINESS PRACTICES OFFICER (COMPLIANCE OFFICER), THE DIRECTOR OF BOARD RELATIONS, THE SR VP OF ORGANIZATIONAL EXCELLENCE, ACCREDITATION & COMPLIANCE, THE PRESIDENT & CEO, THE BOARD CHAIRPERSONS AND GENERAL COUNSEL. PERSONS REVIEWING THE DISCLOSURES ADDRESS ANY QUESTIONS TO THE RESPONDENT TO ENSURE COMPLETENESS OF RESPONSE. BOARD MEMBERS, EXECUTIVES, OTHER EMPLOYEES AND PARTIES INVOLVED IN TRANSACTIONS WITH THE REPORTING ORGANIZATION ARE REQUIRED TO DECLARE POTENTIAL CONFLICTS VIA THE WRITTEN RESPONSE. IF A POTENTIAL CONFLICT ARISES AFTER SUBMISSION OF THE WRITTEN RESPONSE, THE PARTY MUST AFFIRMATIVELY DISCLOSE SUCH POTENTIAL AS OUTLINED IN THE CONFLICTS STATEMENT. THIS POLICY IS OUTLINED IN THE COVER LETTER THAT IS SENT WITH THE REQUEST FOR WRITTEN RESPONSE TO THE CONFLICT OF INTEREST POLICY. THE RECIPIENT IS DIRECTED TO REPORT A CONFLICT THAT ARISES AT ANY TIME IMMEDIATELY TO THE PRESIDENT AND CEO OR DIRECTOR OF BOARD RELATIONS. IN THE EVENT A POTENTIAL CONFLICT IS RAISED IN THE WRITTEN RESPONSE AND THE INDIVIDUAL HAS NOT PREVIOUSLY RAISED THE POTENTIAL CONFLICT WITH APPROPRIATE PERSONS, THE POTENTIAL CONFLICT WILL BE RAISED EITHER BY THE BOARD CHAIR, OUTSIDE GENERAL COUNSEL, THE DIRECTOR OF BOARD RELATIONS OR ANY OTHER MEMBER OR MEETING PARTICIPANT BASED ON THEIR REVIEW OF THE ANNUAL DISCLOSURE STATEMENTS. IN THE EVENT IT IS DETERMINED THAT A CONFLICT IN FACT EXISTS, THE CONFLICTED PARTY IS RESTRICTED TO COMMUNICATING FACTUAL INFORMATION REGARDING THE TRANSACTION OR DECISION AND IS NOT PERMITTED TO PARTICIPATE IN BOARD DELIBERATIONS OR VOTING ON THAT MATTER. POTENTIAL AND ACTUAL CONFLICTS THAT ARE REPORTED AS PART OF THE ANNUAL WRITTEN STATEMENT OR OTHERWISE BROUGHT TO THE BOARD'S ATTENTION ARE RECORDED IN THE BOARD MINUTES, ALONG WITH THE BOARD'S ACTION TAKEN IN RESPONSE TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15OAKWOOD HEALTHCARE, INC., AS THE EMPLOYER, DETERMINES OR APPROVES THE COMPENSATION OF ALL OFFICERS, TRUSTEES, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES. ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT IS ENGAGED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND EVALUATES THE COMPENSATION PACKAGES OF THE PRESIDENT, CEO AND OTHER SENIOR EXECUTIVES. THE CONSULTANT REVIEWS THE COMPETITIVENESS OF THESE EXECUTIVES' COMPENSATION RELATIVE TO MARKET COMPENSATION LEVELS AND ENSURES THAT SHORT- AND LONG-TERM INCENTIVE PLAN PAYMENTS ARE COMMENSURATE WITH ACTUAL BUSINESS PERFORMANCE. IN ITS ANNUAL REVIEWS, THE CONSULTANT UTILIZES MULTIPLE PUBLISHED COMPENSATION SURVEYS TO COMPARE THE BASE SALARY LEVELS AND SHORT AND LONG-TERM INCENTIVE AWARD OPPORTUNITIES OF THE PRESIDENT AND CEO AND OTHER SENIOR EXECUTIVES RELATIVE TO COMPARABLE EXECUTIVE POSITIONS AT OTHER HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY WITH APPROXIMATELY $1.0B IN ANNUAL NET REVENUE. THE ANNUAL REVIEW MEETS THE REQUIREMENTS FOR OBTAINING AN INDEPENDENT COMPENSATION STUDY FOR PURPOSES OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR EXECUTIVE COMPENSATION. IN GATHERING RELEVANT MARKET COMPENSATION DATA FOR ITS EVALUATION, THE CONSULTANT FOLLOWS ITS STANDARD AND GENERALLY ACCEPTED METHODOLOGY FOR STUDIES OF EXECUTIVE COMPENSATION IN TAX EXEMPT ORGANIZATIONS, INCLUDING THE FOLLOWING STEPS: A)RESEARCHING THE FACTS AND CIRCUMSTANCES SPECIFIC TO OAKWOOD HEALTHCARE, INC. AND SUBSIDIARIES (I.E., ORGANIZATIONAL STRUCTURE, BUSINESS GOALS, FINANCIAL PERFORMANCE, AND OTHER RELEVANT FACTORS ABOUT THE ORGANIZATION); B)UNDERSTANDING THE DUTIES AND SCOPE OF RESPONSIBILITIES OF THE EXECUTIVE POSITIONS IN ORDER TO MATCH THE POSITIONS TO SIMILAR POSITIONS USING RELEVANT SURVEY SOURCES; AND C)ANALYZING MARKET DATA TO DERIVE AN ASSESSMENT OF THE COMPETITIVE RANGE OF MARKET PRACTICE FOR TOTAL COMPENSATION FOR EACH EXECUTIVE POSITION. FOLLOWING THE COMPLETION OF ITS ANNUAL COMPENSATION EVALUATIONS, THE CONSULTANT CONSULTS WITH THE PRESIDENT AND CEO REGARDING THE COMPENSATION OF OTHER SENIOR EXECUTIVES. SIMILARLY, THE CONSULTANT CONSULTS DIRECTLY WITH OAKWOOD HEALTHCARE, INC.'S EXECUTIVE COMMITTEE OF THE BOARD TO DEVELOP RECOMMENDATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND CEO, ABSENT THE PRESENCE OF THE PRESIDENT AND CEO FOR THESE DISCUSSIONS. IN SUMMARY, OAKWOOD HEALTHCARE, INC. AND THE CONSULTANT FOLLOWS THESE GUIDELINES IN REVIEWING AND FINALIZING THE PAY OF SENIOR EXECUTIVES: A)THE COMPENSATION ARRANGEMENTS ARE APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD EXECUTIVE COMMITTEE; B)THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY (I.E., COMPENSATION PAID BY SIMILARLY-SITUATED ORGANIZATIONS FOR POSITIONS WITH SIMILAR SCOPES OF RESPONSIBILITY); AND C)THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS (I.E., THE RECORDS INCLUDE THE ELEMENTS OF COMPENSATION CONSIDERED, THE DECISIONS MADE, AND THE RATIONALE FOR THE DECISIONS).
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACT LABOR: PROGRAM SERVICE EXPENSES 9,088,819. MANAGEMENT AND GENERAL EXPENSES 9,262,366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,351,185. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 20,735,884. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,735,884. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 51,432,121. MANAGEMENT AND GENERAL EXPENSES 27,221,004. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,653,125.OTHER FEES
FORM 990, PART XI, LINE 9:INTERUNIT TRANSFERS -23,371. PENSION & POSTRETIREMENT LIAB ADJ -26,124,313. CHANGE IN INVESTMENT WITH OTHER ORGANIZATIONS 969,287. PENSION SETTLEMENT -8,625,297.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (15 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsDirect Controlling Entity NADirectControllingEntityNA
OAKWOOD MEDICAL PRACTICES PLLC
15500 LUNDY PARKWAYDEARBORNMI48126320072212AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD GROUP VIII LLC
15500 LUNDY PARKWAYDEARBORNMI48126300326803AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD GROUP VII LLC
15500 LUNDY PARKWAYDEARBORNMI48126300326800AMBULATORY MEDICAL SERVICESMI00N/A
MICHIGAN BONE & JOINT-OAKWOOD SOUTHSHORE MEDICAL CENTER PLLC
15500 LUNDY PARKWAYDEARBORNMI48126383582590AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD HEALTHCARE GROUP III LLC
15500 LUNDY PARKWAYDEARBORNMI48126383513234AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD YOUTH PROGRAMS LLC
15500 LUNDY PARKWAYDEARBORNMI48126383532225AMBULATORY MEDICAL SERVICESMI00N/A
NEUROSOURCE LLC
15500 LUNDY PARKWAYDEARBORNMI48126383532220AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD GROUP IX LLC
15500 LUNDY PARKWAYDEARBORNMI48126383593302AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD AMBULATORY LLC
15500 LUNDY PARKWAYDEARBORNMI48126383593303AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD TEEN CENTERS LLC
15500 LUNDY PARKWAYDEARBORNMI48126383513233AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD PROFESSIONAL BILLING LLC
15500 LUNDY PARKWAYDEARBORNMI48126383532227AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD HEALTHCARE GROUP I LLC
15500 LUNDY PARKWAYDEARBORNMI48126383513232AMBULATORY MEDICAL SERVICESMI00N/A
MIDWEST SURGERY CENTER
1 PARKLANE BLVD SUITE 1000EDEARBORNMI48126453771730AMBULATORY MEDICAL SERVICESMI00N/A
OAKWOOD INFUSION SERVICES LLC
15500 LUNDY PARKWAYDEARBORNMI48126311552387HOME INFUSION SERVICESMI7163822607049N/A
OAKWOOD DIALYSIS CENTER LLC
18100 OAKWOOD BLVD SUITE 206DEARBORNMI48124270435100OUTPATIENT DIALYSIS SERVICESMI00N/A

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
OAKWOOD UNITED HOSPITALS INC
15500 LUNDY PARKWAYDEARBORNMI48126382837961PROVIDE FACILITIES FOR OAKWOOD HEALTHCARE INC.MI501(C)(3)LINE 11A, IN/A1
OAKWOOD HOME CARE SERVICES
1633 FAIRLANE CIRCLE NO 100ALLEN PARKMI48101382877338HOME HEALTH SERVICESMI501(C)(3)LINE 9: 509(A)(2)N/A1
OAKWOOD HEALTH PROMOTIONS INC
16351 ROTUNDA DRIVEDEARBORNMI48120382601965ASSISTED AND RESIDENT CARE FACILITIESMI501(C)(3)LINE 9: 509(A)(2)N/A1
OAKWOOD HEALTHCARE FOUNDATION
15500 LUNDY PARKWAYDEARBORNMI48126383432073SUPPORT OAKWOOD HEALTHCARE INC'S HEALTH CARE SYSTEMMI501(C)(3)LINE 11A, IN/A1
MICHIGAN MOBILE PET IMAGING
15500 LUNDY PARKWAYDEARBORNMI48126331086165MOBILE PET SCANNINGMI501(C)(3)LINE 11C, III-FIN/A1

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnership
DEARBORN SCHAEFFER OFFICE COMPANY LLC
ONE TOWNE SQUARE SUITE 1600SOUTHFIELDMI48076262448025REAL ESTATEMIN/ARELATED41980650812495000.99000
SLEEP APNEA SPECIALTY CENTER LLC
15500 LUNDY PARKWAYDEARBORNMI48126020779595HEALTH CAREMIN/ARELATED-1407795974010.30580
MAPLE MILLENNIUM MEDICAL CENTER LLC
5456 MAPLE ROADSTERLING HEIGHTSMI48310900069841AMBULATORY SURGICAL CENTERMIN/ARELATED322974810272021000.75000

Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipControlled OrgControlledOrgAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
OAKWOOD ENTERPRISES INC
15500 LUNDY PARKWAYDEARBORNMI48126382601930NON-RESIDENTIAL LEASINGMIN/AC9022235321318871.000000
OAKWOOD ASSURANCE COMPANY LTD
980128325REINSURANCEN/AC13477648491317091.000000BARCLAYS HOUSE 3RD FLR SHEDDEN RGEORGETOWN, GRAND CAYMAN, BWICJCJ
MIDWEST MEDICAL CENTER
15500 LUNDY PARKWAYDEARBORNMI48126263683446HEALTH CARE SERVICESMIN/AC2273219866792501.000000
OAKLANE MEDICAL SUITES INC
17000 HUBBARD DRIVE SUITE 800DEARBORNMI48126382995065REAL ESTATE-MEDICAL FACILITYMIN/AS5853311373550.761000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
OAKWOOD HEALTHCARE FOUNDATION
C4520973FMV
OAKWOOD HEALTHCARE FOUNDATION
B3077740FMV
OAKWOOD HEALTHCARE FOUNDATION
P3180850FMV
OAKWOOD HEALTH PROMOTIONS INC
Q7851479FMV
OAKWOOD HEALTH PROMOTIONS INC
K78453FMV
OAKWOOD HOME CARE SERVICES
Q2761598FMV
OAKWOOD HOME CARE SERVICES
K103587FMV
OAKWOOD ENTERPRISES INC
K3758607FMV
OAKWOOD ENTERPRISES INC
Q4531999FMV
OAKWOOD ASSURANCE COMPANY LTD
R7009494FMV
OAKWOOD ASSURANCE COMPANY LTD
S5570784FMV
OAKWOOD UNITED HOSPITALS INC
R8497593FMV

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierTRANSACTIONS WITH RELATED ORGANIZATIONS - AMOUNTS INVOLVED:Identifier
Return ReferenceSCHEDULE R, PART V, LINE 2, COLUMN C:ReturnReference
ExplanationAMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2, COLUMN (C) ARE PER THE ORGANIZATION'S BOOKS AND RECORDS WHICH ARE KEPT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.Explanation