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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T09:24:51-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 RENAISSANCE CENTER SUITE 3900 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381405141 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD HEALTHCARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAKW | NameControl |
| Phone | 3135865052 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15500 LUNDY PARKWAY | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48126 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN KEUTEN | Name |
| Title | SVP AND CFO | Title |
| Phone | 3135865052 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHAWNA M JIMENEZ | Name |
| PTIN | P01222873 | PTIN |
| Phone | 3133963000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN KEUTEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15500 LUNDY PARKWAY | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1519689122 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OAKWOOD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10162 | TotalNbrEmployees |
| Total Nbr Volunteers | 1253 | TotalNbrVolunteers |
| Total Gross UBI | 13086626 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -334487 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6732339 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6144190 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1112992299 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1189722682 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16332800 | InvestmentIncomePriorYear |
| Investment Income Current Year | 15882524 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3952544 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3498259 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1140009982 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1215247655 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11311943 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15786732 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 518036366 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 543548537 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 458181 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 570306728 | OtherExpensePriorYear |
| Other Expenses Current Year | 616996455 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1099655037 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1176331724 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 40354945 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 38915931 | RevenuesLessExpensesCY |
| Total Assets BOY | 1028254726 | TotalAssetsBOY |
| Total Assets EOY | 1083828738 | TotalAssetsEOY |
| Total Liabilities BOY | 714773269 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 749860874 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 313481457 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 333967864 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 618684591 | Expense |
| Grants | 3437046 | Grants |
| Revenue | 959602653 | Revenue |
| Description | PATIENT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 64795199 | Expense |
| Grants | 12349686 | Grants |
| Revenue | 34938076 | Revenue |
| Description | GRADUATE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 260313191 | Expense |
| Revenue | 143679285 | Revenue |
| Description | UNCOMPENSATED 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 943792981 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 917 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10162 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT ELSEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3135865052 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15500 LUNDY PARKWAY | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48126 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| CONNOLLY BRIAN | ||||||||||
| PRESIDENT & CEO | 40.00 | 10.00 | X | X | 1811892 | 0 | 495877 | |||
| KEUTEN JOHN | ||||||||||
| SVP & CFO | 31.00 | 24.00 | X | 461813 | 0 | 126123 | ||||
| LEWIS JOHN | ||||||||||
| CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | |||||
| HENOCH MALCOLM MD | ||||||||||
| SVP & CMO | 40.00 | X | 533509 | 0 | 146215 | |||||
| ARDISANA LIZABETH | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| DABBOUS SAMIR MD | ||||||||||
| TRUSTEE | 40.00 | X | 237747 | 0 | 0 | |||||
| FREAM JULIE | ||||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| JUDD LEON | ||||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| KRAMER ROBERT | ||||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| KUGHN RICHARD | ||||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| MULLOY MARTIN | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| NORCIA JERRY | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| O'BRIEN TIMOTHY | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| RASHID CARL | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| ROSOWSKI ROBERT | ||||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| SAELI THOMAS | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| SCRIBNER EDGAR | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| SETTY A BALA | ||||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||||
| LLOYD SETH | ||||||||||
| SECRETARY,SVP,CORPORATE COUNSEL | 40.00 | 3.00 | X | 377608 | 0 | 16612 | ||||
| BUSTAMANTE MARK ANTHONY | ||||||||||
| PRESIDENT & CMO | 50.00 | 347367 | 0 | 49627 | X | |||||
| CAMPBELL DAVID | ||||||||||
| SENIOR ADVISOR | 50.00 | 347147 | 0 | 61626 | X | |||||
| CONWAY PAUL | ||||||||||
| SVP HUMAN RESOURCES | 50.00 | 356279 | 0 | 99915 | X | |||||
| D'AGOSTINO MAUREEN | ||||||||||
| SVP ORGANIZ. EXCELLENCE | 50.00 | 238995 | 0 | 91703 | X | |||||
| GEHEB MICHAEL | ||||||||||
| EVP PHYS PLAN & OPS | 50.00 | 1.00 | 686865 | 0 | 180492 | X | ||||
| HUGHES EDITH | ||||||||||
| SITE PRESIDENT | 50.00 | 355100 | 0 | 44094 | X | |||||
| ISENSTEIN BILL | ||||||||||
| SVP MANAGED CARE | 50.00 | 430284 | 0 | 42790 | X | |||||
| MEDVEC BARBARA | ||||||||||
| SVP, CHIEF NURSING OFFICER | 45.00 | 7.00 | 362102 | 0 | 89570 | X | ||||
| O'MALLEY CARLA | ||||||||||
| EXECUTIVE DIRECTOR FOUNDATION | 1.00 | 40.00 | 334104 | 0 | 124077 | X | ||||
| ROSCHE BRYCE | ||||||||||
| SVP SERVICE EXCELLENCE | 50.00 | 502318 | 0 | 30965 | X | |||||
| SMITH KELLY | ||||||||||
| SITE PRESIDENT | 50.00 | 326853 | 0 | 37889 | X | |||||
| SMITH PAULA | ||||||||||
| SVP & CHIEF INFORMATION OFFICER | 50.00 | 478923 | 0 | 129046 | X | |||||
| WELDAY DOUGLAS | ||||||||||
| EVP & DIVISION PRES. | 45.00 | 10.00 | 803547 | 0 | 255842 | X | ||||
| WIDNER ERIC | ||||||||||
| SITE PRESIDENT | 50.00 | 315109 | 0 | 42364 | X | |||||
| ZATINA MARY | ||||||||||
| SVP GOVERNMENT RELATIONS | 50.00 | 335422 | 0 | 93124 | X | |||||
| DABIR REZA R | ||||||||||
| STAFF PHYSICIAN | 50.00 | 696453 | 0 | 12695 | X | |||||
| JUNN FREDRICK SONG CHUN | ||||||||||
| STAFF PHYSICIAN | 50.00 | 1101849 | 0 | 46501 | X | |||||
| LIAKONIS CHRIS P | ||||||||||
| STAFF PHYSICIAN | 50.00 | 705151 | 0 | 8079 | X | |||||
| PANNUTEJPAUL SINGH | ||||||||||
| STAFF PHYSICIAN | 50.00 | 809264 | 0 | 39872 | X | |||||
| SPRAGUE KEVIN JOSEPH | ||||||||||
| STAFF PHYSICIAN | 50.00 | 903536 | 0 | 18455 | X | |||||
| ROBINSON LESTER | ||||||||||
| TRUSTEE- PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |||||
| DIEDERICH JOSEPH | ||||||||||
| FORMER OFFICER | 0.00 | 239106 | 0 | 0 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 14098343 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2283553 | TotalOtherCompensation |
| Number Individuals GT100 K | 579 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DELL USA LP | |||||
| PO BOX 676044 | DALLAS | TX | 752676044 | BILLING SOLUTIONS/OFFICE MANAGEMENT | 25058896 |
| CARETECH SOLUTIONS INC | |||||
| 901 WILSHIRE DR SUITE 250 | TROY | MI | 48048 | INFORMATION TECHNOLOGY SERVICES | 24018320 |
| WALBRIDGE ALDINGER CO | |||||
| 777 WOODWARD AVE STE 300 | DETROIT | MI | 482263529 | CONSTRUCTION MANAGEMENT | 8395840 |
| MORRISON MANAGEMENT SPECIALISTS INC | |||||
| 5801 PEACHTREE DUNWOODY RD | ATLANTA | GA | 30342 | FOOD/RETAIL SERVICES | 7687624 |
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | INFORMATION TECHNOLOGY SERVICES/ BILLING | 6881809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 203 | NumberOfContractorsGT100K |
| Related Organizations | 4520973 | RelatedOrganizations |
| Government Grants | 1623217 | GovernmentGrants |
| Total Contributions | 6144190 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| PATIENT CARE SERVICES | 622110 | 1154784606 | 1102493282 | 13494750 | $38,796,574 |
| GRADUATE MEDICAL EDU. | 900099 | 34938076 | 34938076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1189722682 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11990427 | TotalRevenueColumn |
| Unrelated Business Revenue | -447212 | UnrelatedBusinessRevenue |
| Exclusion | $12,437,639 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1082645 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1177399 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -94754 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -94754 | TotalRevenueColumn |
| Related Or Exempt Function Income | -133842 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 39088 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 307002971 | Securities |
| Other | 153194 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 302541772 | Securities |
| Other | 722296 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4461199 | Securities |
| Other | -569102 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3892097 | TotalRevenueColumn |
| Exclusion | $3,892,097 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAFETERIA REVENUE | 722514 | 1048397 | $1,048,397 |
| GIFT SHOP | 900099 | 929246 | $929,246 |
| CHILD CARE | 453220 | 600872 | $600,872 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1014498 | TotalRevenueColumn |
| Related Or Exempt Function Income | 922498 | RelatedOrExemptFunctionIncome |
| Exclusion | $92,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3593013 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1215247655 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1138220014 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 13086626 | UnrelatedBusinessRevenue |
| Exclusion | $57,796,825 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3298729 | Total |
| Program Services | 3298729 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12488003 | Total |
| Program Services | 12488003 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11769286 | Total |
| Program Services | 305678 | ProgramServices |
| Management And General | 11005427 | ManagementAndGeneral |
| Fundraising | 458181 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239106 | Total |
| Management And General | 239106 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449923236 | Total |
| Program Services | 358756839 | ProgramServices |
| Management And General | 91166397 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23434904 | Total |
| Program Services | 17904592 | ProgramServices |
| Management And General | 5530312 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25896941 | Total |
| Program Services | 19852692 | ProgramServices |
| Management And General | 6044249 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32285064 | Total |
| Program Services | 24666238 | ProgramServices |
| Management And General | 7618826 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7172730 | Total |
| Program Services | 4116339 | ProgramServices |
| Management And General | 3056391 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2637930 | Total |
| Management And General | 2637930 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516846 | Total |
| Management And General | 516846 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138006 | Total |
| Management And General | 138006 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129067 | Total |
| Management And General | 1129067 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117740194 | Total |
| Program Services | 81256824 | ProgramServices |
| Management And General | 36483370 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4361035 | Total |
| Program Services | 437543 | ProgramServices |
| Management And General | 3923492 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13331138 | Total |
| Program Services | 4541941 | ProgramServices |
| Management And General | 8789197 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16162195 | Total |
| Program Services | 8602180 | ProgramServices |
| Management And General | 7560015 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41853082 | Total |
| Program Services | 35075791 | ProgramServices |
| Management And General | 6777291 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1382873 | Total |
| Program Services | 344670 | ProgramServices |
| Management And General | 1038203 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825655 | Total |
| Program Services | 535967 | ProgramServices |
| Management And General | 289688 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15464753 | Total |
| Program Services | 15464753 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54747421 | Total |
| Program Services | 39558739 | ProgramServices |
| Management And General | 15188682 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17419410 | Total |
| Program Services | 16404435 | ProgramServices |
| Management And General | 1014975 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDICAL SUPPLIES | 112083692 | 112083692 | 0 | 0 |
| BAD DEBT | 97713739 | 97713739 | 0 | 0 |
| PHARMACEUTICALS | 49390187 | 49390187 | 0 | 0 |
| EQUIPMENT RENTAL & MAIN | 32401316 | 20057327 | 12343989 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30525186 | Total |
| Program Services | 20936083 | ProgramServices |
| Management And General | 9589103 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1176331724 | Total |
| Program Services | 943792981 | ProgramServices |
| Management And General | 232080562 | ManagementAndGeneral |
| Fundraising | 458181 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -917612 | BOY |
| EOY | 547289 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16033336 | BOY |
| EOY | 26955473 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122740916 | BOY |
| EOY | 112716351 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297105 | BOY |
| EOY | 12586837 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13131166 | BOY |
| EOY | 12337371 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9829473 | BOY |
| EOY | 8628336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1038960681 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 708156500 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312902215 | BOY |
| EOY | 330804181 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332701327 | BOY |
| EOY | 344000249 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46481490 | BOY |
| EOY | 36637134 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13010461 | BOY |
| EOY | 13010461 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160044849 | BOY |
| EOY | 185605056 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1028254726 | BOY |
| EOY | 1083828738 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118133300 | BOY |
| EOY | 121220061 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2440580 | BOY |
| EOY | 3362288 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315641927 | BOY |
| EOY | 289225117 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600000 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2846665 | BOY |
| EOY | 41070775 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275110797 | BOY |
| EOY | 294982633 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714773269 | BOY |
| EOY | 749860874 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313481457 | BOY |
| EOY | 333967864 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313481457 | BOY |
| EOY | 333967864 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1028254726 | BOY |
| EOY | 1083828738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 38915931 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 15374170 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -33803694 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Mailings Members | $0 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $35,278 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $102,728 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 138006 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | OAKWOOD 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16445484 | BeginningOfYearBalance |
| Contributions | 795005 | Contributions |
| Investment Earnings Or Losses | 1723128 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 138317 | GrantsOrScholarships |
| Other Expenditures | -870437 | OtherExpenditures |
| End Of Year Balance | 19695737 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15028139 | BeginningOfYearBalance |
| Contributions | 877025 | Contributions |
| Investment Earnings Or Losses | 150293 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 123936 | GrantsOrScholarships |
| Other Expenditures | -513963 | OtherExpenditures |
| End Of Year Balance | 16445484 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13622220 | BeginningOfYearBalance |
| Contributions | 252570 | Contributions |
| Investment Earnings Or Losses | 1467421 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 94773 | GrantsOrScholarships |
| Other Expenditures | 219299 | OtherExpenditures |
| End Of Year Balance | 15028139 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11979183 | BeginningOfYearBalance |
| Contributions | 253884 | Contributions |
| Investment Earnings Or Losses | 1954301 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 109800 | GrantsOrScholarships |
| Other Expenditures | 455348 | OtherExpenditures |
| End Of Year Balance | 13622220 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14924119 | BeginningOfYearBalance |
| Contributions | 550373 | Contributions |
| Investment Earnings Or Losses | -2920938 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 54000 | GrantsOrScholarships |
| Other Expenditures | 520371 | OtherExpenditures |
| End Of Year Balance | 11979183 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.61000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25872607 | OtherCostOrOtherBasis |
| Book Value | 25872607 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 292014704 | OtherCostOrOtherBasis |
| Depreciation | 201441178 | Depreciation |
| Book Value | 90573526 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14270823 | OtherCostOrOtherBasis |
| Depreciation | 8219700 | Depreciation |
| Book Value | 6051123 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 526522417 | OtherCostOrOtherBasis |
| Depreciation | 392226477 | Depreciation |
| Book Value | 134295940 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 180280130 | OtherCostOrOtherBasis |
| Depreciation | 106269145 | Depreciation |
| Book Value | 74010985 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 330804181 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED BOND ISSUE COSTS | 2365715 |
| DUE FROM (TO) AFFILIATES | 119662242 |
| MISC. RECEIVABLES | 7358814 |
| PROFESSIONAL LIABILITY EXCESS | 8136821 |
| CAPITAL LEASE | 48081464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 185605056 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 294982633 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA & THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 120000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 120000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 120000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 21942 | NumberOfActivitiesOrPrograms |
| Persons Served | 16848 | PersonsServed |
| Total Community Benefit Expense | 18433165 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 257809 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 18175356 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01430 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 283857 | NumberOfActivitiesOrPrograms |
| Persons Served | 141945 | PersonsServed |
| Total Community Benefit Expense | 210429092 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 143679285 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 66749807 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05260 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 305799 | NumberOfActivitiesOrPrograms |
| Persons Served | 158793 | PersonsServed |
| Total Community Benefit Expense | 228862257 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 143937094 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 84925163 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06690 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2118 | NumberOfActivitiesOrPrograms |
| Persons Served | 122508 | PersonsServed |
| Total Community Benefit Expense | 6658487 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1331566 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5326921 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00420 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 23 | NumberOfActivitiesOrPrograms |
| Persons Served | 1977 | PersonsServed |
| Total Community Benefit Expense | 66027692 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 34938077 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 31089615 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02450 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3054541 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1990851 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1063690 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 1054831 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 308440 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 746391 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 12 | NumberOfActivitiesOrPrograms |
| Persons Served | 73 | PersonsServed |
| Total Community Benefit Expense | 319723 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 319723 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2154 | NumberOfActivitiesOrPrograms |
| Persons Served | 124558 | PersonsServed |
| Total Community Benefit Expense | 77115274 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 38568934 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 38546340 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03040 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 307953 | NumberOfActivitiesOrPrograms |
| Persons Served | 283351 | PersonsServed |
| Total Community Benefit Expense | 305977531 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 182506028 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 123471503 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09730 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 5282 | PersonsServed |
| Total Community Building Expense | 305347 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 305347 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 5282 | PersonsServed |
| Total Community Building Expense | 305347 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 305347 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $28,549,184 | BadDebtExpenseAmount |
| Amount Attributable To | 85143 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 409884955 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 466938772 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -57053817 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (4 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| 1 APEX BEHAVORIAL HEALTH PLLC | |||
| OUTPATIENT BEHAVIORAL HEALTH SERVICES | 0.25000 | 0.00000 | 0.66250 |
| 2 SLEEP APNEA SPECIALTY CENTER-RIVERVIEW LLC | |||
| SLEEP APNEA TESTING AND TREATMENT | 0.30580 | 0.00000 | 0.52890 |
| 3 OAKLANE MEDICAL SUITES INC | |||
| MEDICAL FACILITY | 0.76100 | 0.00000 | 0.23900 |
| 4 OAKWOOD ACCOUNTABLE CARE ORGANIZATION | |||
| REDUCE HEALTHCARE COSTS AND MANAGE POPULATION WELLNESS | 0.49000 | 0.00000 | 0.50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 4 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (4 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Website AddressWebsiteAddress | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | Facility Reporting GroupFacilityReportingGroup |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD HOSPITAL & MEDICAL CENTER | |||||||||||
| 1 | 18101 OAKWOOD BLVD | DEARBORN | MI | 48124 | WWW.OAKWOOD.ORG | X | X | X | X | X | A |
| OAKWOOD SOUTHSHORE MEDICAL CENTER | |||||||||||
| 2 | 5450 FORT STREET | TRENTON | MI | 481834625 | WWW.OAKWOOD.ORG | X | X | X | X | A | |
| OAKWOOD ANNAPOLIS HOSPITAL | |||||||||||
| 3 | 33155 ANNAPOLIS | WAYNE | MI | 481842493 | WWW.OAKWOOD.ORG | X | X | X | X | A | |
| OAKWOOD HERITAGE HOSPITAL | |||||||||||
| 4 | 10000 TELEGRAPH | TAYLOR | MI | 481803349 | WWW.OAKWOOD.ORG | X | X | X | X | A | |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FACILITY REPORTING GROUP - A | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CHNA Conducted | 0 | CHNAConducted |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 300.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Other Factors | X | OtherFactors |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Available On Request | X | AvailableOnRequest |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Notified All Patients | X | NotifiedAllPatients |
| Documented Determination | X | DocumentedDetermination |
| Other Actions Taken | X | OtherActionsTaken |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 64 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (64 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| OAKWOOD SOUTHSHORE SURGERY CENTER | ||||
| 5452 FORT STREET | TRENTON | MI | 48183 | O/P SURGICAL SERVICES, REHAB. CLINIC (PT & OT), ORTHOPEDIC CTR OF EXCELLENCE |
| OAKWOOD DEARBORN MEDICAL PARK | ||||
| 18100 OAKWOOD BLVD | DEARBORN | MI | 48124 | O/P PHYS/CARDIAC CLINICS, BREAST CARE/DIALYSIS CTR,O/P IMAGING,LAB DRAW SITE |
| OAKWOOD HEALTH CARE CTR - CANTON | ||||
| 7300 CANTON CENTER ROAD | CANTON | MI | 48187 | EMERGENCY ROOM, RADIOLOGY, OUTPATIENT IMAGING, LAB DRAW SITE |
| OAKWOOD MIDWEST MEDICAL CENTER | ||||
| 4700 SCHAEFFER ROAD | DEARBORN | MI | 48126 | OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGING |
| OAKWOOD HEALTH CARE CTR - SOUTHGATE | ||||
| 15777 NORTHLINE ROAD | SOUTHGATE | MI | 48195 | O/P CLINIC, CANCER CTR, URGENT CARE, RADIOLOGY, REHAB - PT, LAB DRAW SITE |
| HAGGERTY MEDICAL BLDG - CANTON | ||||
| 2050 NORTH HAGGERTY RD | CANTON | MI | 48188 | OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGING |
| OAKWOOD MEDICAL OFFICES - DEARBORN | ||||
| 18181 OAKWOOD BLVD | DEARBORN | MI | 48124 | OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE |
| OAKWOOD PHYSICAL THERAPY CENTER | ||||
| 4111 S CANTON CENTER ROAD | CANTON | MI | 48188 | REHAB. CLINIC - PT |
| OAKWOOD SOUTHSHORE PHYS MED REHAB | ||||
| 2707 W JEFFERSON | TRENTON | MI | 48183 | REHAB. CLINIC-PT, OT AND ST |
| OAKWOOD MEDICAL OFFICES - WAYNE | ||||
| 33000 ANNAPOLIS AVENUE | WAYNE | MI | 48184 | OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC-PT, OT AND ST |
| OAKWOOD BREAST CARE CTR | ||||
| 4491 VENOY RD | WAYNE | MI | 48184 | BREAST CARE CENTER |
| OAKWOOD HEALTH CARE CTR - BELLEVILLE | ||||
| 201 THIRD STREET | BELLEVILLE | MI | 48111 | OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT |
| OAKWOOD HEALTH CARE CTR - MERCURY DR | ||||
| 4900 MERCURY DRIVE | DEARBORN | MI | 48126 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD SPORTS MEDICINE - DEARBORN | ||||
| 2552 MONROE | DEARBORN | MI | 48124 | REHAB. CLINIC-PT |
| OAKWOOD MEDICAL OFFICE BLDG - CANTON | ||||
| 7330 CANTON CENTER ROAD | CANTON | MI | 48187 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD HEALTH CARE CTR - WESTLAND | ||||
| 2001 SOUTH MERRIMAN | WESTLAND | MI | 48186 | OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE |
| OAKWOOD IMAGING CENTER TAYLOR | ||||
| 8850 S TELEGRAPH RD | TAYLOR | MI | 48180 | OUTPATIENT IMAGING |
| OAKWOOD MEDICAL OFFICES - TRENTON | ||||
| 5400 FORT STREET | TRENTON | MI | 48183 | OUTPATIENT PHYSICIAN CLINIC, CARDIAC REHAB. CLINIC, LAB DRAW SITE |
| OAKWOOD REHAB THERAPY SVCS-W DEARBORN | ||||
| 22731 NEWMAN ROAD | DEARBORN | MI | 48124 | REHAB. CLINIC - PT |
| INTERNAL MEDICINE WYANDOTTE | ||||
| 1700 BIDDLE AVE | WYANDOTTE | MI | 48192 | OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE |
| PRECISION ORTHOPEDICS | ||||
| 25755 TELEGRAPH RD | BROWNSTOWN | MI | 48134 | OUTPATIENT PHYSICIAN CLINIC |
| OAKLANE MEDICAL SUITES | ||||
| 17000 HUBBARD | DEARBORN | MI | 48126 | OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT |
| OAKWOOD VENOY PATIENT SERVICE CENTER | ||||
| 4020 VENOY SUITE 200A | WAYNE | MI | 48184 | OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE |
| OAKWOOD MEDICAL OFF BLDG-GARDEN CITY | ||||
| 29150 FORD ROAD | GARDEN CITY | MI | 48135 | OUTPATIENT PHYSICIAN CLINIC, URGENT CARE |
| ONCOLOGY DOWNRIVER | ||||
| 19725 ALLEN ROAD SUITE 101 | BROWNSTOWN | MI | 48183 | OUTPATIENT PHYSICIAN CLINIC, ONCOLOGY, O/P IMAGING, LAB DRAW SITE |
| OAKWOOD CARDIAC CENTER | ||||
| 22060 BEECH ROAD | DEARBORN | MI | 48124 | CARDIAC CENTER |
| OAKDALE MEDICAL VILLAGE | ||||
| 25045 FORD ROAD | DEARBORN | MI | 48128 | OUTPATIENT IMAGING, LAB DRAW SITE |
| TAYLOR CLINIC | ||||
| 9340 S TELEGRAPH | TAYLOR | MI | 48180 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD TRAINING & DEVELOPMENT CTR | ||||
| 18501 ROTUNDA DRIVE | DEARBORN | MI | 48124 | OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC |
| OAKWOOD BLANZY CLINIC | ||||
| 14319 DIX TOLEDO ROAD | SOUTHGATE | MI | 48195 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD HEALTHCARE FLAT ROCK | ||||
| 29100 GATEWAY BLVD | FLAT ROCK | MI | 48134 | OUTPATIENT PHYSICIAN CLINIC |
| NAJAR OBGYN | ||||
| 2142 MONROE STREET SUITE A | DEARBORN | MI | 48124 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD HOME MEDICAL EQUIP & OIS | ||||
| 1633 FAIRLANE CIRCLE | DEARBORN | MI | 48124 | DURABLE MEDICAL EQUIPMENT, INFUSION SERVICES |
| ATHENS CLINIC | ||||
| 15100 S PLAZA DRIVE | TAYLOR | MI | 48180 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD HEALTHCARE CTR - NEWPORT | ||||
| 3132 NEWPORT RD | NEWPORT | MI | 48166 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD INTERNAL MEDICINE-ALLEN PARK | ||||
| 7804 ALLEN ROAD | ALLEN PARK | MI | 48101 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD RAPER CLINIC | ||||
| 7804 ALLEN ROAD | ALLEN PARK | MI | 48101 | OUTPATIENT PHYSICIAN CLINIC |
| EVERINGHAM FAMILY MEDICINE | ||||
| 12100 HURON RIVER DRIVE | ROMULUS | MI | 48174 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD ADULT & CHILD CARE SVCS | ||||
| 3601 PELHAM | DEARBORN | MI | 48124 | ADULT AND CHILD CARE CENTER |
| HENRY FORD VILLAGE GERIATRICS | ||||
| 15101 FORD ROAD 1ST FLOOR | DEARBORN | MI | 48126 | OUTPATIENT PHYSICIAN CLINIC |
| TAYLOR TEEN CENTER | ||||
| 19275 NORTHLINE ROAD | SOUTHGATE | MI | 48195 | OUTPATIENT PHYSICIAN CLINIC (TEEN CENTER) |
| OAKMAN MEDICAL GROUP | ||||
| 15120 MICHIGAN AVE | DEARBORN | MI | 48126 | OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE |
| ADULT MEDICAL CARE PLCC | ||||
| 35330 NANKIN BLVD SUITE 701 | WESTLAND | MI | 48185 | OUTPATIENT PHYSICIAN CLINIC |
| LINCOLN-ADAMS CHILDADOLESCENT HC CTR | ||||
| 33475 PALMER | WESTLAND | MI | 48186 | OUTPATIENT PHYSICIAN CLINIC |
| INTERNAL MEDICINE MONROE STREET | ||||
| 1611 MONROE STREET | DEARBORN | MI | 48124 | OUTPATIENT PHYSICIAN CLINIC |
| INTERNAL MEDICINE DETROIT | ||||
| 18300 W MCNICHOLS RD | DETROIT | MI | 48219 | OUTPATIENT PHYSICIAN CLINIC |
| ALLEN PARK CARDIOLOGY | ||||
| 6742 PARK AVE | ALLEN PARK | MI | 48101 | CARDIAC REHAB. |
| ALLIED MEDICAL GROUP | ||||
| 35180 NANKIN BLVD | WESTLAND | MI | 48185 | OUTPATIENT PHYSICIAN CLINIC |
| SOUTH CANTON INTERNAL MEDICINE | ||||
| 42287 CHEERY HILL RD SUITE D | CANTON | MI | 48188 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD HEALTH CARE CTR - TB CLINIC | ||||
| 2001 SOUTH MERRIMAN | WESTLAND | MI | 48186 | OUTPATIENT PHYSICIAN CLINIC (TB CLINIC) |
| TRUMAN HIGH SCHOOL | ||||
| 11211 BEECH DALY RD | TAYLOR | MI | 48180 | OUTPATIENT PHYSICIAN CLINIC |
| INKSTER TEEN HEALTH CENTER | ||||
| 3250 MIDDLEBELT | INKSTER | MI | 48141 | OUTPATIENT PHYSICIAN CLINIC |
| CHASE MEDICAL CLINIC | ||||
| 6211 CHASE ROAD | DEARBORN | MI | 48126 | OUTPATIENT PHYSICIAN CLINIC |
| WELLNESS CENTER - ROTUNDA | ||||
| 17101 ROTUNDA BLVD | DEARBORN | MI | 48124 | REHAB. CLINIC - PT |
| LAB AT WOODHAVEN | ||||
| 25000 HALL ROAD | WOODHAVEN | MI | 48183 | LAB DRAW SITE |
| LAB AT DEARBORN FAMILY PRACTICE | ||||
| 23870 MICHIGAN AVE | DEARBORN | MI | 48124 | LAB DRAW SITE |
| OAKWOOD LABORATORY - HAMLET BLDG | ||||
| 1331 MONROE STREET | DEARBORN | MI | 48124 | LAB DRAW SITE, RESPIRATORY CARE |
| OAKWOOD HEALTH CARE CTR - BROWNSTOWN | ||||
| 17000 KING ROAD | BROWNSTOWN | MI | 48183 | OUTPATIENT PHYSICIAN CLINIC |
| LAB AT FAMILY HEALTH RIVERVIEW CENTER | ||||
| 19020 FORT STREET | RIVERVIEW | MI | 48192 | LAB DRAW SITE |
| OAKWOOD HEALTH CARE CTR - ALLEN PARK | ||||
| 33155 ANNAPOLIS | WAYNE | MI | 48184 | OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT |
| OAKWOOD YMCA SOUTHGATE PT | ||||
| 16777 NORTHLINE ROAD | SOUTHGATE | MI | 48195 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD HERITAGE HOSPITAL REHAB SCVS | ||||
| 9870 TELEGRAPH | TAYLOR | MI | 48180 | REHAB. CLINIC - PT |
| DEARBORN FAMILY CLINIC | ||||
| 3133 SOUTH TELEGRAPH | DEARBORN | MI | 48124 | OUTPATIENT PHYSICIAN CLINIC |
| OAKWOOD URGENT CARE WYANDOTTE | ||||
| 211 EUREKA ROAD | WYANDOTTE | MI | 48192 | URGENT CARE |
Form990 Schedule H Part VI Form990ScheduleHPartVI (31 entries)
| ExplanationExplanation | IdentifierIdentifier | Return 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. | ||
| MI | REPORTS FILED WITH STATES | PART VI, LINE 7 |
| SEE BELOW | PART 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 CENTER | PART 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 CENTER | PART 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 CENTER | PART 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 CENTER | PART 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 CENTER | PART 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 CENTER | PART 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 CENTER | PART 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 CENTER | PART 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 HOSPITAL | PART 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 HOSPITAL | PART 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 HOSPITAL | PART V, SECTION B, LINE 18E: |
| A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. | FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITAL | PART 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 HOSPITAL | PART 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 HOSPITAL | PART 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 HOSPITAL | PART V, SECTION B, LINE 18E: |
| A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. | FACILITY 4 -- OAKWOOD HERITAGE HOSPITAL | PART V, SECTION B, LINE 20D: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF GREATER DETROIT INC | |||||||||||
| ONE FORD PLACE | DETROIT | MI | 48202 | 383124115 | 501(C)(3) | 5000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| ABUNDANT CARE TRAINING SERVICES | |||||||||||
| 1200 W CANFIELD | DETROIT | MI | 48201 | 383689305 | 501(C)(3) | 5000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| AMERICAN HEART ASSOCIATION INC | |||||||||||
| PO BOX 4002902 | DES MOINES | IL | 503402902 | 135613797 | 501(C)(3) | 12000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| DEARBORN COMMUNITY FUND | |||||||||||
| 15801 MICHIGAN AVE | DEARBORN | MI | 48126 | 383507205 | 501(C)(3) | 22500 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| FOUNDATION OF MICH ASSN OF PHYS OF INDIAN ORIGIN | |||||||||||
| 28230 ORCHARD LAKE RD SUITE 203 | FARMINGTON HILLS | MI | 48334 | 383032459 | 501(C)(3) | 20000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| FRIENDS OF DEARBORN ANIMAL SHELTER | |||||||||||
| 2661 GREENFIELD RD | DEARBORN | MI | 48120 | 383171570 | 501(C)(3) | 6000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| HENRY FORD HEALTH SYSTEM | |||||||||||
| 1 FORD PLACE 5A OFFICE OF PHILANTHR | DETROIT | MI | 482023450 | 381357020 | 501(C)(3) | 20000 | 0 | FMV | N/A | COMMUNITY SUPPORT | PY |
| NAMI MICHIGAN | |||||||||||
| 921 N WASHINGTON | LANSING | MI | 48906 | 382643038 | 501(C)(3) | 22000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| OAKLAND UNIVERSITY SCHOOL OF NURSING | |||||||||||
| 2200 N SQUIRREL ROAD | ROCHESTER | MI | 483094497 | 382434916 | 501(C)(3) | 6590 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| SOCIETY FOR THE ARTS IN HEALTHCARE | |||||||||||
| 2647 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20008 | 020479949 | 501(C)(3) | 5000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| SOUTHWEST SOLUTIONS | |||||||||||
| 5716 MICHIGAN AVE | DETROIT | MI | 48210 | 382672000 | 501(C)(3) | 5000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| WAYNE STATE UNIVERSITY FUND OFFICE | |||||||||||
| 5745 WOODWARD | DETROIT | MI | 48202 | 382642704 | 501(C)(3) | 8000 | 0 | FMV | N/A | COMMUNITY SUPPORT | |
| WSU SCHOOL OF MEDICINE - DEVELOPMENT AND ALUMNI AFFAIRS | |||||||||||
| 4201 ST ANTOINE MAILBOX 253-UHC | DETROIT | MI | 48201 | 753235212 | 501(C)(3) | 8800 | 0 | FMV | N/A | COMMUNITY SUPPORT | 6-FG |
| OAKWOOD HEALTHCARE FOUNDATION | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383432073 | 501(C)(3) | 3077740 | 0 | FMV | N/A | SUPPORT OF THE MISSION AND OPERATIONS OF OAKWOOD HEALTH SYSTEMS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| HELPING HANDS - NEEDY EMPLOYEE ASSISTANCE | 41 | 50532 | 0 |
| EMPLOYEE SCHOLARSHIPS | 82 | 87785 | 0 |
| MEDICAL RESIDENTS STIPENDS | 246 | 12349686 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 1 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (26 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONNOLLY BRIAN | ||||||||||||||
| PRESIDENT & CEO | 747594 | 0 | 596413 | 0 | 467885 | 0 | 457848 | 0 | 38029 | 0 | 2307769 | 0 | 242355 | 0 |
| KEUTEN JOHN | ||||||||||||||
| SVP & CFO | 315753 | 0 | 80196 | 0 | 65864 | 0 | 103811 | 0 | 22312 | 0 | 587936 | 0 | 0 | 0 |
| HENOCH MALCOLM MD | ||||||||||||||
| SVP & CMO | 333275 | 0 | 156460 | 0 | 43774 | 0 | 116902 | 0 | 29313 | 0 | 679724 | 0 | 88469 | 0 |
| DABBOUS SAMIR MD | ||||||||||||||
| TRUSTEE | 237004 | 0 | 0 | 0 | 743 | 0 | 0 | 0 | 0 | 0 | 237747 | 0 | 0 | 0 |
| LLOYD SETH | ||||||||||||||
| SECRETARY,SVP,CORPORATE COUNSEL | 292702 | 0 | 63892 | 0 | 21014 | 0 | 6848 | 0 | 9764 | 0 | 394220 | 0 | 0 | 0 |
| BUSTAMANTE MARK ANTHONY | ||||||||||||||
| PRESIDENT & CMO | 259112 | 0 | 64768 | 0 | 23487 | 0 | 23155 | 0 | 26472 | 0 | 396994 | 0 | 0 | 0 |
| CAMPBELL DAVID | ||||||||||||||
| SENIOR ADVISOR | 255694 | 0 | 34857 | 0 | 56596 | 0 | 41060 | 0 | 20566 | 0 | 408773 | 0 | 0 | 0 |
| CONWAY PAUL | ||||||||||||||
| SVP HUMAN RESOURCES | 192297 | 0 | 109438 | 0 | 54544 | 0 | 77186 | 0 | 22729 | 0 | 456194 | 0 | 58045 | 0 |
| D'AGOSTINO MAUREEN | ||||||||||||||
| SVP ORGANIZ. EXCELLENCE | 173773 | 0 | 44624 | 0 | 20598 | 0 | 64059 | 0 | 27644 | 0 | 330698 | 0 | 0 | 0 |
| GEHEB MICHAEL | ||||||||||||||
| EVP PHYS PLAN & OPS | 395235 | 0 | 236166 | 0 | 55464 | 0 | 160124 | 0 | 20368 | 0 | 867357 | 0 | 108564 | 0 |
| HUGHES EDITH | ||||||||||||||
| SITE PRESIDENT | 237563 | 0 | 76787 | 0 | 40750 | 0 | 24087 | 0 | 20007 | 0 | 399194 | 0 | 0 | 0 |
| ISENSTEIN BILL | ||||||||||||||
| SVP MANAGED CARE | 278087 | 0 | 108141 | 0 | 44056 | 0 | 17444 | 0 | 25346 | 0 | 473074 | 0 | 0 | 0 |
| MEDVEC BARBARA | ||||||||||||||
| SVP, CHIEF NURSING OFFICER | 220613 | 0 | 106557 | 0 | 34932 | 0 | 85262 | 0 | 4308 | 0 | 451672 | 0 | 54550 | 0 |
| O'MALLEY CARLA | ||||||||||||||
| EXECUTIVE DIRECTOR FOUNDATION | 188128 | 0 | 88737 | 0 | 57239 | 0 | 100303 | 0 | 23774 | 0 | 458181 | 0 | 45278 | 0 |
| ROSCHE BRYCE | ||||||||||||||
| SVP SERVICE EXCELLENCE | 195488 | 0 | 42118 | 0 | 264712 | 0 | 17355 | 0 | 13610 | 0 | 533283 | 0 | 0 | 0 |
| SMITH KELLY | ||||||||||||||
| SITE PRESIDENT | 219060 | 0 | 60373 | 0 | 47420 | 0 | 34595 | 0 | 3294 | 0 | 364742 | 0 | 0 | 0 |
| SMITH PAULA | ||||||||||||||
| SVP & CHIEF INFORMATION OFFICER | 227984 | 0 | 209841 | 0 | 41098 | 0 | 110896 | 0 | 18150 | 0 | 607969 | 0 | 55039 | 0 |
| WELDAY DOUGLAS | ||||||||||||||
| EVP & DIVISION PRES. | 444452 | 0 | 239638 | 0 | 119457 | 0 | 219631 | 0 | 36211 | 0 | 1059389 | 0 | 98271 | 0 |
| WIDNER ERIC | ||||||||||||||
| SITE PRESIDENT | 235375 | 0 | 46043 | 0 | 33691 | 0 | 21670 | 0 | 20694 | 0 | 357473 | 0 | 0 | 0 |
| ZATINA MARY | ||||||||||||||
| SVP GOVERNMENT RELATIONS | 197020 | 0 | 95789 | 0 | 42613 | 0 | 70900 | 0 | 22224 | 0 | 428546 | 0 | 54001 | 0 |
| DABIR REZA R | ||||||||||||||
| STAFF PHYSICIAN | 634940 | 0 | 0 | 0 | 61513 | 0 | 11483 | 0 | 1212 | 0 | 709148 | 0 | 0 | 0 |
| JUNN FREDRICK SONG CHUN | ||||||||||||||
| STAFF PHYSICIAN | 813700 | 0 | 245450 | 0 | 42699 | 0 | 20900 | 0 | 25601 | 0 | 1148350 | 0 | 0 | 0 |
| LIAKONIS CHRIS P | ||||||||||||||
| STAFF PHYSICIAN | 689441 | 0 | 0 | 0 | 15710 | 0 | 6483 | 0 | 1596 | 0 | 713230 | 0 | 0 | 0 |
| PANNUTEJPAUL SINGH | ||||||||||||||
| STAFF PHYSICIAN | 670250 | 0 | 128259 | 0 | 10755 | 0 | 15798 | 0 | 24074 | 0 | 849136 | 0 | 0 | 0 |
| SPRAGUE KEVIN JOSEPH | ||||||||||||||
| STAFF PHYSICIAN | 195498 | 0 | 666371 | 0 | 41667 | 0 | 17656 | 0 | 799 | 0 | 921991 | 0 | 0 | 0 |
| DIEDERICH JOSEPH | ||||||||||||||
| FORMER OFFICER | 0 | 0 | 237302 | 0 | 1804 | 0 | 0 | 0 | 0 | 0 | 239106 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | OAKWOOD 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 III | PART 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 III | PART 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 ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| MICHIGAN STATE HOSPITAL FINANCE AUTHORITY | ||||||||
| A | 382889417 | 59465E5E9 | 2003-11-13 | 147450247 | REFUNDING OF BONDS ISSUED 6/3/1993 | 1 | 0 | 0 |
| MICHIGAN STATE HOSPITAL FINANCE AUTHORITY | ||||||||
| B | 382889417 | 59465HGA8 | 2007-04-24 | 110209925 | FIN. HOSPITAL/PARTIAL REF OF BONDS ISSUED 1/27/1994 AND 6/6/1995 | 0 | 0 | 0 |
| MICHIGAN FINANCE AUTHORITY | ||||||||
| C | 800596186 | 59447PLJ8 | 2012-05-01 | 161691656 | FIN. HOSP/PARTIAL REF OF BONDS ISSUED 4/7/1998, 12/10/2002, & 11/13/2003 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Refunding EscrowRefundingEscrow | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 76980000 | 50110000 | 147450247 | 4387019 | 1172186 | 132431561 | 1 | 0 | 1 | 1 | ||||
| B | 17205000 | 110640578 | 8075527 | 901276 | 76601313 | 1 | 0 | 1 | 1 | 25436310 | 2008 | |||
| C | 161691813 | 2 | 1687439 | 67289149 | 1 | 1 | 0 | 1 | 24559395 | 2013 | 65830871 | 730490 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 1 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 1 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP GBL MKTS | |||||||||||
| A | 0 | 0 | 0 | 1 | 0 | 0 | 1 | 10.000000000000 | 1 | 0 | 0 |
| (no name) | |||||||||||
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | ||
| (no name) | |||||||||||
| C | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K PART IV, ARBITRAGE, LINE 2C | DATE REBATE COMPUTATION PERFORMED | ISSUER 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 4 | THE 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 C | THIS 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)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SEE PART V | |||
| SEE PART V | 107183 | SEE PART V | 0 |
| SEE PART V | |||
| SEE PART V | 39261 | SEE PART V | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | OAKWOOD 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 11 | THE 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 12C | OAKWOOD 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 15 | OAKWOOD 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 19 | THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONTRACT 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/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD MEDICAL PRACTICES PLLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 320072212 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD GROUP VIII LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 300326803 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD GROUP VII LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 300326800 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| MICHIGAN BONE & JOINT-OAKWOOD SOUTHSHORE MEDICAL CENTER PLLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383582590 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD HEALTHCARE GROUP III LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383513234 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD YOUTH PROGRAMS LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383532225 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| NEUROSOURCE LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383532220 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD GROUP IX LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383593302 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD AMBULATORY LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383593303 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD TEEN CENTERS LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383513233 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD PROFESSIONAL BILLING LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383532227 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD HEALTHCARE GROUP I LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383513232 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| MIDWEST SURGERY CENTER | |||||||||
| 1 PARKLANE BLVD SUITE 1000E | DEARBORN | MI | 48126 | 453771730 | AMBULATORY MEDICAL SERVICES | MI | 0 | 0 | N/A |
| OAKWOOD INFUSION SERVICES LLC | |||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 311552387 | HOME INFUSION SERVICES | MI | 716382 | 2607049 | N/A |
| OAKWOOD DIALYSIS CENTER LLC | |||||||||
| 18100 OAKWOOD BLVD SUITE 206 | DEARBORN | MI | 48124 | 270435100 | OUTPATIENT DIALYSIS SERVICES | MI | 0 | 0 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD UNITED HOSPITALS INC | ||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 382837961 | PROVIDE FACILITIES FOR OAKWOOD HEALTHCARE INC. | MI | 501(C)(3) | LINE 11A, I | N/A | 1 |
| OAKWOOD HOME CARE SERVICES | ||||||||||
| 1633 FAIRLANE CIRCLE NO 100 | ALLEN PARK | MI | 48101 | 382877338 | HOME HEALTH SERVICES | MI | 501(C)(3) | LINE 9: 509(A)(2) | N/A | 1 |
| OAKWOOD HEALTH PROMOTIONS INC | ||||||||||
| 16351 ROTUNDA DRIVE | DEARBORN | MI | 48120 | 382601965 | ASSISTED AND RESIDENT CARE FACILITIES | MI | 501(C)(3) | LINE 9: 509(A)(2) | N/A | 1 |
| OAKWOOD HEALTHCARE FOUNDATION | ||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383432073 | SUPPORT OAKWOOD HEALTHCARE INC'S HEALTH CARE SYSTEM | MI | 501(C)(3) | LINE 11A, I | N/A | 1 |
| MICHIGAN MOBILE PET IMAGING | ||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 331086165 | MOBILE PET SCANNING | MI | 501(C)(3) | LINE 11C, III-FI | N/A | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEARBORN SCHAEFFER OFFICE COMPANY LLC | |||||||||||||
| ONE TOWNE SQUARE SUITE 1600 | SOUTHFIELD | MI | 48076 | 262448025 | REAL ESTATE | MI | N/A | RELATED | 419806 | 50812495 | 0 | 0 | 0.99000 |
| SLEEP APNEA SPECIALTY CENTER LLC | |||||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 020779595 | HEALTH CARE | MI | N/A | RELATED | -14077 | 95974 | 0 | 1 | 0.30580 |
| MAPLE MILLENNIUM MEDICAL CENTER LLC | |||||||||||||
| 5456 MAPLE ROAD | STERLING HEIGHTS | MI | 48310 | 900069841 | AMBULATORY SURGICAL CENTER | MI | N/A | RELATED | 3229748 | 10272021 | 0 | 0 | 0.75000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD ENTERPRISES INC | ||||||||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 382601930 | NON-RESIDENTIAL LEASING | MI | N/A | C | 9022235 | 32131887 | 1.00000 | 0 | ||||
| OAKWOOD ASSURANCE COMPANY LTD | ||||||||||||||||
| 980128325 | REINSURANCE | N/A | C | 13477648 | 49131709 | 1.00000 | 0 | BARCLAYS HOUSE 3RD FLR SHEDDEN R | GEORGETOWN, GRAND CAYMAN, BWI | CJ | CJ | |||||
| MIDWEST MEDICAL CENTER | ||||||||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 263683446 | HEALTH CARE SERVICES | MI | N/A | C | 22732198 | 6679250 | 1.00000 | 0 | ||||
| OAKLANE MEDICAL SUITES INC | ||||||||||||||||
| 17000 HUBBARD DRIVE SUITE 800 | DEARBORN | MI | 48126 | 382995065 | REAL ESTATE-MEDICAL FACILITY | MI | N/A | S | 58533 | 1137355 | 0.76100 | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OAKWOOD HEALTHCARE FOUNDATION | ||
| C | 4520973 | FMV |
| OAKWOOD HEALTHCARE FOUNDATION | ||
| B | 3077740 | FMV |
| OAKWOOD HEALTHCARE FOUNDATION | ||
| P | 3180850 | FMV |
| OAKWOOD HEALTH PROMOTIONS INC | ||
| Q | 7851479 | FMV |
| OAKWOOD HEALTH PROMOTIONS INC | ||
| K | 78453 | FMV |
| OAKWOOD HOME CARE SERVICES | ||
| Q | 2761598 | FMV |
| OAKWOOD HOME CARE SERVICES | ||
| K | 103587 | FMV |
| OAKWOOD ENTERPRISES INC | ||
| K | 3758607 | FMV |
| OAKWOOD ENTERPRISES INC | ||
| Q | 4531999 | FMV |
| OAKWOOD ASSURANCE COMPANY LTD | ||
| R | 7009494 | FMV |
| OAKWOOD ASSURANCE COMPANY LTD | ||
| S | 5570784 | FMV |
| OAKWOOD UNITED HOSPITALS INC | ||
| R | 8497593 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSACTIONS WITH RELATED ORGANIZATIONS - AMOUNTS INVOLVED: | Identifier |
| Return Reference | SCHEDULE R, PART V, LINE 2, COLUMN C: | ReturnReference |
| Explanation | AMOUNTS 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 |