COREWELL HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 38-2601965)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201223189349301552
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T09:51:15-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382601965 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD HEALTH PROMOTIONS 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 | 16351 ROTUNDA DRIVE | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48120 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW ELSEY | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 3135865052 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI BOYCE | Name |
| PTIN | P00121981 | PTIN |
| Phone | 3133963000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATTHEW ELSEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16351 ROTUNDA DRIVE | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 78509662 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OAKWOOD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROVISION OF INDEPENDENT LIVING, ASSISTED LIVING, ALZHEIMER CARE, AND SKILLED NURSING CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 601 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | -7854 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -7854 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 39688 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 50746 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33857875 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 35458810 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 491167 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1727999 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 740 | OtherRevenuePriorYear |
| Other Revenue Current Year | -7854 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34389470 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37229701 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17204996 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17363906 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14647599 | OtherExpensePriorYear |
| Other Expenses Current Year | 14356096 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31852595 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31720002 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2536875 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5509699 | RevenuesLessExpensesCY |
| Total Assets BOY | 80086804 | TotalAssetsBOY |
| Total Assets EOY | 82400721 | TotalAssetsEOY |
| Total Liabilities BOY | 51207870 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49567333 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28878934 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32833388 | NetAssetsOrFundBalancesEOY |
| Mission Description | OAKWOOD HEALTH PROMOTIONS' PRIMARY EXEMPT PURPOSE IS THE PROVISION OF 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17608541 | Expense |
| Revenue | 25071223 | Revenue |
| Description | OAKWOOD HEALTH PROMOTIONS PROVIDED OVER 64,200 DAYS OF NURSING HOME CARE. OVER 70% OF THE NURSING HOME RESIDENTS WERE MEDICARE OR MEDICAID PATIENTS. OAKWOOD HEALTH PROMOTIONS ALSO PROVIDED OVER $180,000 OF UNCOMPENSATED CARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7546518 | Expense |
| Revenue | 10387587 | Revenue |
| Description | OAKWOOD HEALTH PROMOTIONS ALSO PROVIDED SENIOR LIVING APARTMENTS FOR OVER 300 RESIDENTS DURING 2011, WHICH INCLUDED MEALS, ACTIVITIES, SECURITY SERVICES, TRANSPORTATION, FITNESS, ETC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 25155059 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | 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 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 601 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | InvestmentInJointVenture |
| 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 | DAVE KULEK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3132539606 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16351 ROTUNDA DR | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 481201119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH GOCH | ||||||||
| PRESIDENT | 32.00 | X | X | 0 | 231880 | 57380 | ||
| MATTHEW ELSEY | ||||||||
| SECRETARY/TREASURER | 2.00 | X | X | 0 | 221723 | 34811 | ||
| BARBARA MEDVEC | ||||||||
| SVP, CHIEF NURSING | 2.00 | X | 0 | 345292 | 87812 | |||
| DAVID ALAN FERBER | ||||||||
| HR DIRECTOR | 40.00 | 105065 | 0 | 10591 | X | |||
| DOUGLAS WELDAY | ||||||||
| FORMER TRUSTEE/ DIRECTOR | 1.00 | 0 | 685837 | 232792 | X | |||
| J JOSEPH DIEDERICH | ||||||||
| FORMER TRUSTEE/ DIRECTOR | 1.00 | 0 | 679003 | 164275 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 105065 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2163735 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 587661 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS INC | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | FOOD SERVICES | 3320560 |
| THERAPY STAFF LLC | |||||
| PO BOX 538268 | ATLANTA | GA | 303538268 | THERAPY SERVICES | 187802 |
| COMPU NURSE | |||||
| 8344 HALL ROAD SUITE 114 | UTICA | MI | 483175554 | NURSING SERVICES | 144561 |
| MASTER CRAFT | |||||
| 12870 INKSTER ROAD | REDFORD | MI | 482393046 | CARPET/FLOORING SERVICES | 105773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 50746 | RelatedOrganizations |
| Total Contributions | 50746 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET PATIENT SERVICE | 624100 | 25071223 | 25071223 |
| APARTMENT RENTAL | 623990 | 9181422 | 9181422 |
| OTHER RESIDENT SERVICE | 623000 | 987156 | 987156 |
| ADULT DAY CARE REVENUE | 624100 | 219009 | 219009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 35458810 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1337081 | TotalRevenueColumn |
| Exclusion | $1,337,081 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6750 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14604 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -7854 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7854 | TotalRevenueColumn |
| Unrelated Business Revenue | -7854 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41655525 | Securities |
| Other | 750 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40959219 | Securities |
| Other | 306138 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 696306 | Securities |
| Other | -305388 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 390918 | TotalRevenueColumn |
| Exclusion | $390,918 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37229701 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35458810 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -7854 | UnrelatedBusinessRevenue |
| Exclusion | $1,727,999 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14006097 | Total |
| Program Services | 12605487 | ProgramServices |
| Management And General | 1400610 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2344800 | Total |
| Program Services | 2110320 | ProgramServices |
| Management And General | 234480 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1013009 | Total |
| Program Services | 911708 | ProgramServices |
| Management And General | 101301 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292142 | Total |
| Program Services | 262928 | ProgramServices |
| Management And General | 29214 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1777 | Total |
| Management And General | 1777 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44876 | Total |
| Management And General | 44876 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176857 | Total |
| Management And General | 176857 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767649 | Total |
| Program Services | 690884 | ProgramServices |
| Management And General | 76765 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240428 | Total |
| Program Services | 216385 | ProgramServices |
| Management And General | 24043 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287417 | Total |
| Management And General | 287417 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42217 | Total |
| Program Services | 37995 | ProgramServices |
| Management And General | 4222 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1775546 | Total |
| Program Services | 1597991 | ProgramServices |
| Management And General | 177555 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53282 | Total |
| Program Services | 47954 | ProgramServices |
| Management And General | 5328 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13025 | Total |
| Program Services | 11723 | ProgramServices |
| Management And General | 1302 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1661913 | Total |
| Management And General | 1661913 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1369767 | Total |
| Management And General | 1369767 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227328 | Total |
| Management And General | 227328 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER PURCHASED SERVICE | 4058028 | 3652225 | 405803 |
| CORPORATE ALLOCATION | 1681438 | 1513294 | 168144 |
| PHARMACEUTICALS | 1023888 | 921499 | 102389 |
| BAD DEBT | 165242 | 148718 | 16524 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473276 | Total |
| Program Services | 425948 | ProgramServices |
| Management And General | 47328 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31720002 | Total |
| Program Services | 25155059 | ProgramServices |
| Management And General | 6564943 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7885773 | BOY |
| EOY | 7449417 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2970969 | BOY |
| EOY | 2993102 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57445 | BOY |
| EOY | 45066 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98793 | BOY |
| EOY | 94581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 51861532 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21522359 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30681272 | BOY |
| EOY | 30339173 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37790496 | BOY |
| EOY | 40951078 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 602056 | BOY |
| EOY | 528304 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80086804 | BOY |
| EOY | 82400721 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4391855 | BOY |
| EOY | 3305618 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26957 | BOY |
| EOY | 715575 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13421403 | BOY |
| EOY | 13736816 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33367655 | BOY |
| EOY | 31809324 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51207870 | BOY |
| EOY | 49567333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28878934 | BOY |
| EOY | 32833388 | 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 | 28878934 | BOY |
| EOY | 32833388 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80086804 | BOY |
| EOY | 82400721 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5509699 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1555245 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 86346 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119319 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96027 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50746 | CurrentTaxYear |
| Total | 392126 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28302474 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30069454 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32451125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33857875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35455240 | CurrentTaxYear |
| Total | 160136168 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28388820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30188773 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32547152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33897563 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35505986 | CurrentTaxYear |
| Total | 160528294 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 160528294 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1430762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1364637 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5733550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3719785 | CurrentTaxYearMinus1Year |
| Current Tax Year | 301285 | CurrentTaxYear |
| Total | 12550019 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1430762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1364637 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5733550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3719785 | CurrentTaxYearMinus1Year |
| Current Tax Year | 301285 | CurrentTaxYear |
| Total | 12550019 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 823 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 740 | CurrentTaxYearMinus1Year |
| Current Tax Year | -7854 | CurrentTaxYear |
| Total | 15609 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29841482 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31553410 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38281525 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37618088 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35799417 | CurrentTaxYear |
| Total | 173093922 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92740 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91740 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07250 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08200 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4087594 | OtherCostOrOtherBasis |
| Book Value | 4087594 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38887105 | OtherCostOrOtherBasis |
| Depreciation | 15950630 | Depreciation |
| Book Value | 22936475 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 240965 | OtherCostOrOtherBasis |
| Depreciation | 193674 | Depreciation |
| Book Value | 47291 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7145557 | OtherCostOrOtherBasis |
| Depreciation | 4761592 | Depreciation |
| Book Value | 2383965 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1500311 | OtherCostOrOtherBasis |
| Depreciation | 616463 | Depreciation |
| Book Value | 883848 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30339173 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ALLOCATED PORTION OF OBLIGATED GROUP DEBT OBLIGATIONS | $31,345,000 |
| DUE TO AFFILIATES | $464,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 31809324 | TotalOfAmounts |
| Total Revenue | 37229701 | TotalRevenue |
| Total Expenses | 31720002 | TotalExpenses |
| Excess Or Deficit For Year | 5509699 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1555245 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1555245 | TotalAdjustments |
| Excess Or Deficit Per FS | 3954454 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35512736 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 319992 | OtherRevenues |
| Revenue Not Rptd F990 | 319992 | RevenueNotRptdF990 |
| Revenue Subtotal | 35192744 | RevenueSubtotal |
| Other Revenues Not Included | 2036957 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2036957 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 37229701 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31561852 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 319992 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 319992 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31241860 | ExpensesSubtotal |
| Other Expenses Not Included | 478142 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 478142 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31720002 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ESCROW ACCOUNT LIABILITY IS REFUNDABLE RESIDENT DEPOSITS. THESE DEPOSITS CONSIST OF INTEREST-BEARING INVESTMENTS HELD BY OAKWOOD HEALTHCARE PROMOTIONS ("OHP") IN ESCROW FOR CURRENT AND PROSPECTIVE RESIDENTS. INTEREST EARNED ON RESIDENT FUNDS IS AVAILABLE TO OHP; INTEREST EARNED ON FUNDS OF PROSPECTIVE RESIDENTS IS CREDITED TO THEM UNTIL THEY ENTER THE FACILITY OR WITHDRAW THEIR APPLICATION. DEPOSITS ARE REFUNDED AT THE TIME THE RESIDENTS LEAVE THE FACILITY. | |
| PART X: | OHP FOLLOWS ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ASC 740 PRESCRIBES A FINANCIAL STATEMENT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX PROSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SPECIFICALLY, IT CLARIFIES THAT AN ENTITY'S TAX BENEFIT MUST BE "MORE LIKELY THAN NOT" OF BEING SUSTAINED, ASSUMING THAT POSITIONS WILL BE EXAMINED BY TAXING AUTHORITIES WITH FULL KNOWLEDGE OF ALL RELEVANT INFORMATION PRIOR TO RECORDING THE RELATED TAX BENEFIT IN THE FINANCIAL STATEMENTS. IF A TAX POSITION DROPS BELOW THE "MORE-LIKELY-THAN-NOT" STANDARD, THE BENEFIT CAN NO LONGER BE RECOGNIZED. ASSUMPTIONS, JUDGEMENT, AND USE OF ESTIMATES ARE REQUIRED IN DETERMINING IF THE "MORE LIKELY THAN NOT" STANDARD HAS BEEN MET WHEN DEVELOPING THE PROVISION FOR INCOME TAXES. DURING FISCAL YEAR 2010, BASED ON AN ON-GOING EVALUATION OF THE "MORE-LIKELY-THAN-NOT" STANDARD, MANAGEMENT HAD ASSESSED THAT AN UNCERTAIN TAX POSITION WAS PRESENT FROM FISCAL PERIODS 2006 TO 2010, RELATED TO POTENTIAL UNRELATED BUSINESS INCOME RESULTING FROM AN ON-GOING INTERNAL REVENUE SERVICE EXAMINATION. AT DECEMBER 31, 2010, OHP HAD RECORDED AN ACCRUAL, INCLUDING INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS OF $700,000. DURING FISCAL YEAR 2011, THE TAX POSITION OF OHP WAS SUPPORTED AND THE ACCRUAL WAS REVERSED. THE CORPORATION INCLUDES PENALTIES AND INTEREST, IF ANY, WITH ITS PROVISION FOR INCOME TAXES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| EXPENSES NETTED IN INCOME (RENTALS ) 14,604. RECLASS GAIN/LOSS ON DISPOSAL OF FIXED ASSETS 305,388. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| NET INVESTMENT INCOME/ LOSS 2,033,387. RECLASS FOUNDATION CONTRIBUTION 3,570. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| EXPENSES NETTED IN INCOME (RENTALS) 14,604. RECLASS GAIN/LOSS ON DISPOSAL OF FIXED ASSETS 305,388. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| NET INVESTMENT INCOME/LOSS 2,033,387. UNREALIZED LOSSES ON INVESTMENTS -1,555,245. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | 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 (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH GOCH | |||||||||||||
| 0 | 160902 | 0 | 40641 | 0 | 30337 | 0 | 41076 | 0 | 16304 | 0 | 289260 | 0 | 0 |
| MATTHEW ELSEY | |||||||||||||
| 0 | 156523 | 0 | 45789 | 0 | 19411 | 0 | 15347 | 0 | 19464 | 0 | 256534 | 0 | 0 |
| BARBARA MEDVEC | |||||||||||||
| 0 | 211113 | 0 | 95612 | 0 | 38567 | 0 | 83643 | 0 | 4169 | 0 | 433104 | 0 | 47159 |
| DOUGLAS WELDAY | |||||||||||||
| 0 | 382052 | 0 | 201337 | 0 | 102448 | 0 | 208042 | 0 | 24750 | 0 | 918629 | 0 | 84957 |
| J JOSEPH DIEDERICH | |||||||||||||
| 0 | 340540 | 0 | 272471 | 0 | 65992 | 0 | 161820 | 0 | 2455 | 0 | 843278 | 0 | 119283 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. OAKWOOD HEALTHCARE, INC. PAYS COMPENSATION ON BEHALF OF OAKWOOD HEALTH PROMOTIONS, INC. 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 2011, MR. CONNOLLY RECEIVED A PAYMENT OF $274,120 AND MR. WELDAY RECEIVED A PAYMENT OF $39,431 PURSUANT TO THE PLAN PROVISIONS. | |
| PART III | PART I, LINE 5A: OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. OAKWOOD HEALTHCARE, INC. PAYS COMPENSATION ON BEHALF OF OAKWOOD HEALTH PROMOTIONS, INC. 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 GROSS REVENUE TARGETS. PART I, LINE 5B: OAKWOOD HEALTHCARE, INC'S GROSS 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 O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | OAKWOOD HEALTHCARE, INC., ON BEHALF OF OAKWOOD HEALTH PROMOTIONS, 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 A, LINE 6 | OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. WITH RIGHT TO ELECT ONE OR MORE MEMBERS OF OAKWOOD HEALTH PROMOTIONS, INC.'S GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | OAKWOOD HEALTHCARE, INC., AS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC., HAS RESERVED POWERS OVER OAKWOOD HEALTH PROMOTIONS, INC.'S OPERATIONS, INCLUDING BUT NOT LIMITED TO BUDGET, ACQUISITIONS, CAPITAL PROJECTS AND PARTICIPATION IN JOINT VENTURES. | |
| 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 PRESENTED TO THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE. FINALLY, THE FORM 990 WAS REVIEWED 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. AS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. REQUIRES ADOPTION BY OAKWOOD HEALTH PROMOTIONS, INC.'S GOVERNING BODY OF OAKWOOD HEALTHCARE, INC.'S CONFLICT OF INTEREST POLICY AND PROCEDURES. AS SUCH, OAKWOOD HEALTH PROMOTIONS, 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 100% 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 COMPENSATION 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 FOLLOW 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 VII | IN ADDITION TO THE HOURS DEVOTED TO OAKWOOD HEALTH PROMOTIONS, INC., JOSEPH DIEDERICH, ELIZABETH GOCH, BARBARA MEDVEC, AND DOUGLAS WELDAY DEVOTE TIME WEEKLY TO SEVERAL RELATED ORGANIZATIONS. THEIR TIME IS SPLIT AS FOLLOWS: JOSEPH DIEDERICH DEVOTES APPROXIMATELY 40 HOURS TO OAKWOOD HEALTHCARE, INC.; 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; AND 1 HOUR TO OAKWOOD HEALTHCARE FOUNDATION. ELIZABETH GOCH DEVOTES APPROXIMATELY 8 HOURS TO OAKWOOD HOME CARE SERVICES. BARBARA MEDVEC DEVOTES APPROXIMATELY 40 HOURS TO OAKWOOD HEALTHCARE, INC.; AND 1 HOUR TO OAKWOOD HOME CARE SERVICES. DOUGLAS WELDAY DEVOTES APPROXIMATELY 40 HOURS TO OAKWOOD HEALTHCARE, INC.; 12 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; AND 2 HOURS TO OAKWOOD HEALTHCARE FOUNDATION. | HOURS DEVOTED TO RELATED ORGANIZATIONS: |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,555,245. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | OAKWOOD HEALTHCARE INC | 1 | |
| OAKWOOD HEALTHCARE INC | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 381405141 | HOSPITAL SERVICES | MI | 501(C)(3) | LINE 3, 170(B)(1)(A) | 1 | N/A | |
| OAKWOOD HEALTHCARE FOUNDATION | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 383432073 | SUPPORT OAKWOOD HEALTHCARE INC'S HEALTH CARE SYSTEM | MI | 501(C)(3) | LINE 11A, TYPE I-FI | OAKWOOD HEALTHCARE INC | 1 | |
| OAKWOOD UNITED HOSPITALS INC | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 382837961 | PROVIDE FACILITIES FOR OAKWOOD HEALTHCARE, INC. | MI | 501(C)(3) | LINE 11A, TYPE I-FI | OAKWOOD HEALTHCARE INC | 1 | |
| MICHIGAN MOBILE PET IMAGING | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 331086165 | MOBILE PET SCANNING | MI | 501(C)(3) | LINE 11C, TYPE III-F | OAKWOOD HEALTHCARE INC | 1 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD ENTERPRISES INC | ||||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 382601930 | NON-RESIDENTIAL LEASING | MI | OAKWOOD HEALTHCARE INC | C | ||||
| OAKWOOD ASSURANCE COMPANY LTD | ||||||||||||
| 980128325 | REINSURANCE | MI | OAKWOOD HEALTHCARE INC | C | BARCLAYS HOUSE 3RD FLR SHEDDEN R | GEORGETOWN | CAYMAN ISL | CA | ||||
| MIDWEST MEDICAL CENTER | ||||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 263683446 | HEALTH CARE SERVICES | MI | OAKWOOD HEALTHCARE INC | C | ||||
| OAKWOOD ACCOUNTABLE CARE ORGANIZATION | ||||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 274627368 | HEALTH CARE SERVICES | MI | OAKWOOD HEALTHCARE INC | C | ||||
| OAKLANE MEDICAL SUITES INC | ||||||||||||
| 17000 HUBBARD DRIVE SUITE 800 | DEARBORN | MI | 48126 | 382995065 | REAL ESTATE-MEDICAL FACILITY | MI | OAKWOOD HEALTHCARE INC | S | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 |
| 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | 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 | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OAKWOOD HEALTHCARE INC | ||
| O | 8931045 | ACCOUNTS PAYABLE, EXPENSES |
| OAKWOOD HEALTHCARE INC | ||
| I | 94131 | CATERING, SITE RENTALS |
| OAKWOOD HEALTHCARE INC | ||
| O | 80567 | PAYROLL TRANSFERS |
| OAKWOOD HEALTHCARE FOUNDATION | ||
| C | 50746 | CAPITAL CONTRIBUTION FROM OTHERS |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE R, PART V | ReturnReference |
| Explanation | TRANSACTIONS WITH RELATED ORGANIZATIONS - AMOUNTS INVOLVED: AMOUNTS REPORTED AT 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 |