2012-03-23T08:07:12-05:00 2011-06-30 OAKLAWN PSYCHIATRIC CENTER INC 330 LAKEVIEW DR GOSHEN IN 465289365 990 2010-07-01 351070041 OAKLAWN PSYCHIATRIC CENTER INC OAKL 5745331234 330 LAKEVIEW DR PO BOX 809 GOSHEN IN 465270809 LAURIE N NAFZIGER 5745331234 2012-03-23 false 2012-03-23 2010 2016-02-24 21:20:13Z LAURIE N NAFZIGER PO BOX 809 GOSHEN IN 465270809 34606398 false X WWW.OAKLAWN.ORG X 1959 IN WITH UNCOMMON EXPERTISE IN MENTAL HEALTH AND ADDICTIONS SERVICES, OAKLAWN JOINS WITH INDIVIDUALS, FAMILIES, AND OUR COMMUNITY ON THE JOURNEY TOWARD HEALTH AND WHOLENESS. 16 16 826 45 0 3523279 8228721 22796899 26333288 22001 24775 4524 19614 26346703 34606398 0 0 17970243 22739641 0 17861 8322684 10761013 26292927 33500654 53776 1105744 18591697 21466360 15289945 17058864 3301752 4407496 X WITH UNCOMMON EXPERTISE IN MENTAL HEALTH AND ADDICTIONS SERVICES, OAKLAWN JOINS WITH INDIVIDUALS, FAMILIES, AND OUR COMMUNITY ON THE JOURNEY TOWARD HEALTH AND WHOLENESS. false false 3606221 INPATIENT SERVICES - PROVIDED 4,664 INPATIENT DAYS OF PSYCHIATRIC AND SUBSTANCE ABUSE STABILIZATION. 6326116 RESIDENTIAL SERVICES - IN ADDITION TO THE BEHAVIORAL HEALTH SERVICES FOR THIS POPULATION, THE ORGANIZATION PROVIDED 17,587 DAYS OF CHILD & ADOLESCENT RESIDENTIAL CARE, 11,749 DAYS OF THERAPEUTIC FOSTER CARE, AND 1,766 DAYS OF TRANSITIONAL LIVING SUPPORT TO ADOLESCENTS MOVING TOWARD INDEPENDENT LIVING. ADDITIONALLY, ADULTS IN TRANSITIONAL AND SEMI-INDEPENDENT LIVING ARRANGEMENTS ARE PROVIDED RESIDENTIAL SUPPORT SERVICES ALONG WITH THEIR NEEDED PSYCHIATRIC AND SUBSTANCE ABUSE SERVICES. A TOTAL OF 29,164 DAYS WERE PROVIDED TO THIS SEGMENT OF THE ADULT POPULATION. 17768797 OUTPATIENT & OTHER - PROVIDED OVER 83,000 CLIENT SERVICE ENCOUNTERS OF GROUP THERAPY, MEDICATION MANAGEMENT, AND INDIVIDUAL THERAPY; PROVIDED OVER 79,000 CLIENT SERVICE ENCOUNTERS OF CASE MANAGEMENT; PROVIDED OVER 72,000 CLIENT SERVICE ENCOUNTERS OF SKILLS BUILDING IN PERSONAL CARE AND COMMUNITY LIVING; PROVIDED AN ADDITIONAL 22,900 ENCOUNTERS OF OTHER COMMUNITY-BASED ENCOUNTERS. OUTPATIENT & OTHER - PROVIDED OVER 83,000 CLIENT SERVICE ENCOUNTERS OF GROUP THERAPY, MEDICATION MANAGEMENT, AND INDIVIDUAL THERAPY; PROVIDED OVER 79,000 CLIENT SERVICE ENCOUNTERS OF CASE MANAGEMENT; PROVIDED OVER 72,000 CLIENT SERVICE ENCOUNTERS OF SKILLS BUILDING IN PERSONAL CARE AND COMMUNITY LIVING; PROVIDED AN ADDITIONAL 22,900 ENCOUNTERS OF OTHER COMMUNITY BASED ENCOUNTERS. 27701134 true false false false false false false false false false true false false false true false true false false false false false false false false false true true false false true true false false false false false false false false false false true false false false false true true true false false true 29 0 true 826 true false false false false false false X 16 16 false false false false false true false true true false false true true true true true true true true false IN X X LYNN J MILLER OAKLAWN 5745331234 330 LAKEVIEW DR GOSHEN IN 46528 REBECCA BALL-MILLER TROYER POULTRY CEO 1.00 X X 0 0 0 JOHN KLEHFOTH SENIOR TRUST ADVISOR 1.00 X 0 0 0 ROD DILLER MMA TRUST CO PRES & CEO 1.00 X 0 0 0 CAROL EBERSOLE RETIRED HEALTHCARE ADMINISTRATOR 1.00 X 0 0 0 VERNITA TODD HEART CITY HEALTH CTR CEO 1.00 X 0 0 0 BRADLEY ROGERS ELKHART COUNTY SHERIFF 1.00 X 0 0 0 DENNIS SHARKEY ELKHART COUNTY COUNCIL 1.00 X 0 0 0 JOHN HUTCHINGS ELKHART COMM SCHOOLS ADMINISTRATOR 1.00 X 0 0 0 AUDRA MARK HOMEMAKER CPA 1.00 X 0 0 0 JEFFREY MCBRIDE DDS ORAL SURGEON 1.00 X X 0 0 0 LANCE MILLER ESSENHAUS CFO 1.00 X X 0 0 0 DAVID OGLE ELKHART COUNTY ECON DEV'L EXECUTIVE 1.00 X 0 0 0 GERALD TROLZ GOSHEN STAMPING PRES & CEO 1.00 X 0 0 0 FAY SCHWARTZ ATTORNEY 1.00 X 0 0 0 PHIL WIENS INTERRA CREDIT UNION EXEC 1.00 X 0 0 0 RANDALL CAMMENGA MD PHYSICIAN PRACTICE 1.00 X 0 0 0 LAURIE NAFZIGER 40.00 X 119265 0 20371 GREGG NUSSBAUM 40.00 X 72304 0 16779 LYNN MILLER 40.00 X 70142 0 16886 DANIEL KINSEY MD 40.00 X 206701 0 39117 JOSH MATHEW MD 40.00 X 187509 0 36764 TIMOTHY MCFADDEN MD 40.00 X 180967 0 34040 GARY SELTMAN MD 40.00 X 175458 0 33211 CARL RUTT MD 32.00 X 147296 0 29021 1159642 226189 9 false true false MADISON CENTER AND HOSPITAL 403 E MADISON ST SOUTH BEND IN 46617 PHYS SVCS+LEASE 1159516 FAMILY CHILDREN CTR 1411 LINCOLNWAY EAST MISHAWAKA IN 46544 RES. TX. SVCS 940925 ARAMARK 2300 WARRENVILLE RD DOWNERS GROVE IL 60515 ENV & FOOD SVCS 816815 GOLDEN TECHNOLOGIES 2402 BEECH STREET VALPARAISO IN 46383 IT SUPPORT SVCS 470872 QUALIFACTS 200 2ND AVE SOUTH NASHVILLE TN 37201 SOFTWARE DEVEL 315137 9 259750 7968971 35300 8228721 PT SVC REV-MEDICARE/MEDICAID 16794045 16794045 PT SVC REVENUE - OTHER GOV'T 6539414 6539414 PT SVC REVENUE -NON-GOV'T 2999829 2999829 26333288 24775 24775 GAIN ON DISPOSAL OF ASSETS 19579 19579 ACCACIA PARTNERSHIP INTEREST 35 35 19614 34606398 26333288 44389 261711 72304 189407 18267773 15644770 2608449 14554 9227 7827 1393 7 2799183 2374322 422662 2199 1401747 1188990 211656 1101 3278926 2002321 1276605 1155923 1148744 7179 817884 722121 95763 PURCHASED SERVICES 5129433 4160888 968545 PROVISION FOR DOUBTFUL AC 369422 369422 BOND REMRKTG, TRUSTEE FEE 9425 9425 33500654 27701134 5781659 17861 X 138186 80169 8431766 8630191 3511965 5995483 465209 650540 23300388 17517324 5822492 5783064 222079 326913 18591697 21466360 2177983 3177480 312821 302564 12330000 12045000 469141 1533820 15289945 17058864 X 3301752 4407496 3301752 4407496 18591697 21466360 1105744 X false true true X true true X false false false false false false false false false false 567988 567988 11926248 8312221 3614027 10806152 9205103 1601049 5783064 BOND INTEREST SWAP MARK-TO-MARKET 1109696 CAPITALIZED LEASE 424124 1533820 34606398 33500654 1105744 817884 817884 1923628 34606398 34606398 34606398 32682770 32682770 817884 817884 33500654 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 BOOK / TAX DEPRECIATION DIFFERENCE 817,884 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 817,884 true true X false true X true true false false 3636842 3636842 0.10860 4111666 1453812 2657854 0.07930 7748508 1453812 6294696 0.18790 7748508 1453812 6294696 0.18790 true 369422 3066735 3100405 -33670 X true true 3 1 OAKLAWN PSYCHIATRIC CENTER INC

330 LAKEVIEW DRIVE GOSHEN IN 46528

X PSYCHIATRIC HOSPITAL 2 OAKLAWN PSYCHIATRIC CENTER INC

2600 OAKLAND AVENUE ELKHART IN 46517

OUTPT, CMHC COMMNTY BASED SVCS 3 OAKLAWN PSYCHIATRIC CENTER INC

415 E MADISON STREET FKA 403 E MADISON STREET SOUTH BEND IN 46617

OUTPT, CMHC COMMNTY BASED SVCS OAKLAWN PSYCHIATRIC CENTER INC 1 true false false true X X X X X X X true true X X X false X true X X X X X true X false false OAKLAWN PSYCHIATRIC CENTER INC 2 true false false true X X X X X X X true true X X X true X true X X X X X true X false false OAKLAWN PSYCHIATRIC CENTER INC 3 true false false true X X X X X X X true true X X X true X true X X X X X true X false false COSTING METHODOLOGY EXPLANATION PART I LINE 7 COMMUNITY BENEFIT EXPENSE HAS BEEN DETERMINED USING THE COST TO CHARGE RATIO METHODOLOGY AS PER SCHEDULE H WORKSHEET INSTRUCTIONS COMMUNITY INFORMATION PART VI THE TARGET COMMUNITY POPULATION SERVED BY THE ORGANIZATION IS THE NORTH CENTRAL INDIANA REGION PRIMARILY ELKHART AND ST JOSEPH COUNTIES THE ORGANIZATION SEEKS TO BUILD AWARENESS AND PROVIDE EXPERTISE AND SKILLS TO COMMUNITY PARTNERS PATIENTS AND PATIENT FAMILY MEMBERS DURING THE FISCAL YEAR SEVERAL COMMUNITY EVENTS WERE FACILITATED INCLUDING THE FOLLOWING APASTORAL CASE CONSULTATION SEMINAR BUNDERSTANDING DIALECTICAL BEHAVIOR THERAPY SEMINAR CCOSPONSOR OF ANNUAL COPING WITH GRIEF CONFERENCE DMEMORY SCREENING EPASTORAL CARE OF PEOPLE WITH LIFELONG CHALLENGES SEMINAR FDSMV TRAINING GSTAGES OF CHANGE SEMINAR HSPRING SPECTACULAR EVENING WITH DAVID PELZER AS FEATURED SPEAKER AND ILEADING CONGREGATIONS THROUGH ANXIOUS TIMES SEMINAR X X X X false false false false false false false false false DANIEL KINSEY MD 159277 27192 20232 577 38540 245818 JOSH MATHEW MD 136595 26149 24765 500 36264 224273 TIMOTHY MCFADDEN MD 142250 29147 9570 500 33540 215007 GARY SELTMAN MD 152717 11731 11010 534 32677 208669 CARL RUTT MD 124796 12375 10125 453 28568 176317 ADJ RATE DEMAND REV BONDS-SERIES200 351657690 287468EL2 2006-08-16 14385000 THE PURPOSE OF THE ADJUSTABLE RATE DEMAND REVENUE REFUNDING AND IMPROVEMENT true true false 384616 2007 false true true true false false false false false false false true true CHARTER ONE RBS CITIZENS NA DBA CHARTER ONE 10.0 false false false false false PURPOSE OF ISSUE DESCRIPTION SCHEDULE K ADJ RATE DEMAND REV BONDSSERIES200 BONDS SERIES 2006 OAKLAWN PSYCHIATRIC CENTER PROJECT ISSUE WAS TO LOWER THE FINANCE COST OF THE 1996 FIXED RATE ISSUE AND TO PROVIDE FOR ADDITIONAL FINANCING OF NEW CONSTRUCTION OF TWO GROUP HOMES AN EDUCATION AND TRAINING CENTER ON THE MAIN CAMPUS AND IMPROVEMENTS AND RENOVATIONS TO THE MAIN CAMPUS TO ACCOMODATE THE CONSOLIDATION OF A NEARBY CLINICAL OFFICE HOUSED IN RENTED SPACE X 1 35300 FMV APPRAISAL false false false EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 IN ADDITION TO AN ALL VOLUNTEER BOARD OF DIRECTORS, THE ORGANIZATION IS SUPPORTED BY MORE THAN 45 ACTIVE VOLUNTEERS WHO SERVE IN A VARIETY OF SUPPORT SERVICES. DURING THE FISCAL YEAR OVER 3,300 HOURS OF SERVICE WERE GIVEN BY THESE VOLUNTEERS. ALL OTHER ACHIEVEMENTS DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D OUTPATIENT & OTHER - PROVIDED OVER 83,000 CLIENT SERVICE ENCOUNTERS OF GROUP THERAPY, MEDICATION MANAGEMENT, AND INDIVIDUAL THERAPY; PROVIDED OVER 79,000 CLIENT SERVICE ENCOUNTERS OF CASE MANAGEMENT; PROVIDED OVER 72,000 CLIENT SERVICE ENCOUNTERS OF SKILLS BUILDING IN PERSONAL CARE AND COMMUNITY LIVING; PROVIDED AN ADDITIONAL 22,900 ENCOUNTERS OF OTHER COMMUNITY BASED ENCOUNTERS. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A A DIRECTOR MUST BE A VOTING MEMBER. EACH MEMBER IS ENTITLED TO ONE VOTE AND BE IN GOOD STANDING. A VOTING MEMBER SHALL BE ONLY THOSE PERSONS SELECTED FOR SUCH MEMBERSHIP BY THE SPONSORING ORGANIZATION, MENNONITE HEALTH SERVICES ALLIANCE, AS PROVIDED IN THE BY-LAWS AND ARTICLES OF INCORPORATION OF OAKLAWN PSYCHIATRIC CENTER, INC. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 AND RELATED SCHEDULES ARE PREPARED INTERNALLY AND REVIEWED BY SENIOR MANAGEMENT, THE CEO AND THE BOARD OF DIRECTORS PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ANNUALLY SIGN THAT THEY WILL ABIDE BY THE POLICY AND DECLARE ANY CONFLICT OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION OR ITS RELATED ORGANIZATIONS, AND ABSTAIN FROM ANY VOTING WHERE A CONFLICT COULD EXISTS. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION PACKAGE PROVIDED TO THE PRESIDENT & CEO OF THE ORGANIZATION. THE COMPENSATION REVIEW INCLUDES A MARKET ANALYSIS STUDY AND A PERFORMANCE REVIEW. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION PARTICIPATES IN SEVERAL MARKET SURVEYS ANNUALLY. MANAGEMENT COMPARES COMPENSATION LEVELS OF LIKE POSITIONS AND STRIVES TO ADJUST THE ORGANIZATION'S COMPENSATION PACKAGES FOR LIKE POSITIONS TO FALL WITHIN THE RANGE OF THE MARKET WITH A GOAL TO BE COMPETITIVELY PLACED BETWEEN THE 50TH AND 75TH PERCENTILE OF THE MARKET RANGE. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION IS ACCREDITED BY THE JOINT COMMISSION, MEETING THE REQUIREMENTS FOR THE BEHAVIORAL HEALTH CARE ACCREDITATION PROGRAM. THE ORGANIZATION IS ALSO CERTIFIED BY THE STATE OF INDIANA FAMILY AND SOCIAL SERVICES ADMINISTRATION, DIVISION OF MENTAL HEALTH AND ADDICTION AS AN INDIANA COMMUNITY MENTAL HEALTH CENTER (CMHC). ACCORDINGLY, GOVERNING DOCUMENTS ARE REVIEWED REGULARLY AND PROVIDED TO THESE AND OTHER PUBLIC BODIES. OAKLAWN APARTMENTS INC PO BOX 809 GOSHEN IN 46527 311009854 HUD HOUSNG IN 501C3 7 N/A false OAKAND ESTATES APARTMENTS INC PO BOX 809 GOSHEN IN 46527 383646840 HUD HOUSNG IN 501C3 7 N/A false OAKLAWN FDTN FOR MENTAL HEALTH INC PO BOX 809 GOSHEN IN 46527 356060037 MH PROMOTN IN 501C3 7 N/A false RIVERSIDE CORPORATION PO BOX 809 GOSHEN IN 46527 351875879 HUD HOUSNG IN 501C3 7 N/A false MADISON RESIDENTIAL SERVICES INC PO BOX 809 GOSHEN IN 46527 311135587 HUD HOUSNG IN 501C3 7 N/A false SIMADON CORPORATION PO BOX 809 GOSHEN IN 46527 208473080 HUD HOUSNG IN 501C3 7 N/A false false false true false false false false false false false false false true true false true false false OAKLAWN FDTN FOR MENTAL HEALTH INC C 259750 CONTRIBUTIONS RECEIVED OAKLAWN APARTMENTS INC P 6450 ACTUAL EXPENSE OAKLAND ESTATES APARTMENTS INC P 2476 ACTUAL EXPENSE OAKLAWN FDTN FOR MENTAL HEALTH INC P 29570 ACTUAL EXPENSE OAKLAWN FDTN FOR MENTAL HEALTH INC N 17861 ALLOCATION RIVERSIDE CORPORATION P 1180 ACTUAL EXPENSE MADISON RESIDENTIAL SERVICES INC P 1180 ACTUAL EXPENSE SIMADON CORPORATION P 1180 ACTUAL EXPENSE OAKLAWN FDTN FOR MENTAL HEALTH INC C 259750 CONTRIBUTIONS RECEIVED OAKLAWN APARTMENTS INC P 6450 ACTUAL EXPENSE OAKLAND ESTATES APARTMENTS INC P 2476 ACTUAL EXPENSE OAKLAWN FDTN FOR MENTAL HEALTH INC P 29570 ACTUAL EXPENSE OAKLAWN FDTN FOR MENTAL HEALTH INC N 17861 ALLOCATION RIVERSIDE CORPORATION P 1180 ACTUAL EXPENSE MADISON RESIDENTIAL SERVICES INC P 1180 ACTUAL EXPENSE SIMADON CORPORATION P 1180 ACTUAL EXPENSE