2011-11-14T08:36:26-06:00 2010-12-31 DELOITTE TAX LLP 200 RENAISSANCE CENTER SUITE 3900 DETROIT MI 48243 990 2010-01-01 382601965 OAKWOOD HEALTH PROMOTIONS INC OAKW 3135865052 16351 ROTUNDA DRIVE DEARBORN MI 48120 DOUGLAS WELDAY 3135865052 2011-11-10 1 JENNIFER GILARDI 3133963000 2010 2016-03-07 17:11:31Z DOUGLAS WELDAY 16351 ROTUNDA DRIVE DEARBORN MI 48120 61510804 0 X WWW.OAKWOOD.ORG X 1985 MI PROVISION OF INDEPENDENT LIVING, ASSISTED LIVING, ALZHEIMER CARE, AND SKILLED NURSING CARE. 3 0 576 2 740 -20182 94486 39688 32446895 33857875 51738 491167 823 740 32593942 34389470 0 0 0 0 15654110 17204996 0 0 0 16580210 14647599 32234320 31852595 359622 2536875 77488679 80086804 54327288 51207870 23161391 28878934 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. 0 0 17360765 24019280 OAKWOOD HEALTH PROMOTIONS PROVIDED OVER 65,800 DAYS OF NURSING HOME CARE. OVER 70% OF THE NURSING HOME RESIDENTS WERE MEDICARE OR MEDICAID PATIENTS. OAKWOOD HEALTH PROMOTIONS ALSO PROVIDED OVER $400,000 OF UNCOMPENSATED CARE. 7440328 9838595 OAKWOOD HEALTH PROMOTIONS ALSO PROVIDED SENIOR LIVING APARTMENTS FOR OVER 300 RESIDENTS DURING 2010, WHICH INCLUDED MEALS, ACTIVITIES, SECURITY SERVICES, TRANSPORTATION, FITNESS, ETC. 24801093 1 1 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 40 0 576 1 1 1 0 0 0 0 0 1 1 0 0 0 0 X 3 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X DAVE KULEK 3132539606 16351 ROTUNDA DR DEARBORN MI 481201119 X J JOSEPH DIEDERICH 2.00 X X 0 714137 221716 ELIZABETH GOCH 32.00 X X 0 232354 50772 DOUGLAS WELDAY 2.00 X X 0 641835 201953 KAMLESH V SHAH 40.00 X 103839 0 17216 DAVID ALAN FERBER 40.00 X 100514 0 13578 204353 1588326 505235 2 0 1 0 MORRISON MANAGEMENT SPECIALISTS INC PO BOX 102289 ATLANTA GA 303682289 DINING SERVICES 3267149 THERAPY STAFF LLC DEPT 1217 PO BOX 1070 CHARLOTTE NC 282011070 THERAPY SERVICES 297167 COMPU NURSE 8344 HALL ROAD SUITE 114 UTICA MI 48317 NURSING SERVICES 150816 DETROIT SPECTRUM 23433 HOOVER RD WARREN MI 48069 PAINTING SERVICES 144097 MASTER CRAFT 12870 INKSTER RD REDFORD MI 48239 CARPET & FLOOR REPAIRS 113206 5 39688 39688 NET PATIENT SERVICE 624100 24019280 24019280 APARTMENT RENTAL 623990 8694085 8694085 OTHER RESIDENT SERVICE 623000 856398 856398 ADULT DAY CARE REVENUE 624100 288112 288112 33857875 211166 211166 9450 8710 740 740 740 27390825 1800 27037884 74740 352941 -72940 280001 280001 34389470 33857875 740 491167 14071821 12664639 1407182 69626 62663 6963 2053811 1848430 205381 1009738 908764 100974 15515 13964 1551 490 490 43759 43759 25096 25096 1145092 1030583 114509 173459 156113 17346 274239 274239 37233 33510 3723 471806 424625 47181 40673 36606 4067 11864 10678 1186 1699898 1699898 1360332 1360332 228391 228391 OTHER PURCHASED SERVICE 3966429 3569786 396643 CORPORATE ALLOCATION 1653397 1488057 165340 PHARMACEUTICALS 1219428 1097485 121943 TAXES 703592 703592 BAD DEBTS 404749 404749 1172157 1050441 121716 31852595 24801093 7051502 0 7387924 7885773 3594662 2970969 54204 57445 100542 98793 51055968 20374696 31216628 30681272 34455783 37790496 678936 602056 77488679 80086804 5431844 4391855 24522 26957 14101045 13421403 34769877 33367655 54327288 51207870 X 23161391 28878934 23161391 28878934 77488679 80086804 X 2536875 3180668 X 0 1 1 X 0 X 37084 86346 119319 96027 39688 378464 28841423 28302474 30069454 32451125 33857875 153522351 28878507 28388820 30188773 32547152 33897563 153900815 0 0 0 153900815 1506160 1430762 1364637 5733550 3719785 13754894 1506160 1430762 1364637 5733550 3719785 13754894 69604 21900 823 740 93067 30454271 29841482 31553410 38281525 37618088 167748776 0.91740 0.92920 0.08200 0.07020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 4051214 4051214 38804022 15189516 23614506 240965 170511 70454 6461191 4428211 2032980 1498576 586458 912118 30681272 ALLOCATED PORTION OF OBLIGATED GROUP DEBT OBLIGATIONS 32810000 DUE TO AFFILIATES 557655 33367655 34389470 31852595 2536875 3180773 -105 3180668 5717543 33907013 8710 8710 33898303 491167 491167 34389470 28189362 8710 8710 28180652 3671943 3671943 31852595 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, AND IS A COMPONENT OF THE RENTAL INCOME PAID TO OHI. 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. SCHEDULE D, PART XIV - FIN48 DISCLOSURE: OHP ADOPTED ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, AT THE BEGINNING OF FISCAL 2009. ASC 740 PRESCRIBES A FINANCIAL STATEMENT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS 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. BASED ON AN ONGOING EVALUATION OF THE "MORE-LIKELY-THAN-NOT" STANDARD, MANAGEMENT HAS DETERMINED THAT AN UNCERTAIN TAX POSITION IS PRESENT FOR FISCAL PERIODS 2006 TO 2010 RELATED TO POTENTIAL UNRELATED BUSINESS INCOME RESULTING FROM AN ONGOING INTERNAL REVENUE SERVICE EXAMINATION. AT DECEMBER 31, 2010 AND 2009, OHP HAS RECORDED AN ACCRUAL INCLUDING INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS OF $700,000 AND $0, RESPECTIVELY. THE CORPORATION INCLUDES PENALTIES AND INTEREST, IF ANY, WITH ITS PROVISION FOR INCOME TAXES. 0 1 0 1 1 0 0 0 0 J JOSEPH DIEDERICH 0 435635 0 237107 0 41395 0 218193 0 3523 0 935853 0 105313 ELIZABETH GOCH 0 158392 0 44376 0 29586 0 35661 0 15111 0 283126 0 0 DOUGLAS WELDAY 0 364172 0 174379 0 103284 0 179050 0 22903 0 843788 0 74254 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: J. JOSEPH DIEDERICH, EVP AND COO AND DOUGLAS WELDAY, EVP AND CFO. DURING 2010, MR. WELDAY RECEIVED A PAYMENT OF $35,118 PURSUANT TO THE PLAN PROVISIONS. PART I, LINE 5 OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. OAKWOOD HEALTHCARE, INC. PAYS COMPENSATION ON OAKWOOD HEALTH PROMOTION'S BEHALF. 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. 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. FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT: FORM 990, PART IV, LINE 12 OAKWOOD HEALTH PROMOTIONS, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF OAKWOOD HEALTHCARE, INC. AND SUBSIDIARIES WHICH IS AUDITED IN ACCORDANCE WITH GAAP. 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, AND LAUNDRY SERVICES. ALL COMPANIES ENGAGED TO PROVIDE MANAGERIAL SERVICES FOR THE ORGANIZATION REPORT DIRECTLY TO SITE ADMINISTRATORS AND/OR CORPORATE DIRECTORS EMPLOYED BY OAKWOOD. 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 PROMOTION, INC. REQUIRES ADOPTION BY OAKWOOD HEALTH PROMOTION'S GOVERNING BODY OF OAKWOOD HEALTHCARE, INC.'S CONFLICT OF INTEREST POLICY AND PROCEDURES. AS SUCH, OAKWOOD HEALTH PROMOTION, 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. PERIODIC (ONCE A YEAR) CONFLICTS EDUCATION IS PROVIDED 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 PROVIDING SERVICES TO OAKWOOD HEALTH PROMOTIONS, INC. 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 REQUIREMENT FOR OBTAINING AN INDEPENDENT COMPENSATION STUDY FOR THE 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 (E.G., 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 THE FOLLOWING 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; E.G., 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. HOURS DEVOTED TO RELATED ORGANIZATIONS: FORM 990, PART VII IN ADDITION TO THE HOURS DEVOTED TO OAKWOOD HEALTH PROMOTIONS, INC., JOSEPH DIEDERICH, 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 4 HOURS TO OAKWOOD HEALTHCARE FOUNDATION. DOUGLAS WELDAY DEVOTES APPROXIMATELY 30 HOURS TO OAKWOOD HEALTHCARE, INC.; 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; 20 HOURS TO OAKWOOD MEDICAL ENTERPRISES, INC. & SUBS.; AND 5 HOURS TO MIDWEST MEDICAL CENTER. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,180,773. TRANSFERS TO AFFILIATES -105. TOTAL TO FORM 990, PART XI, LINE 5: 3,180,668. OAKWOOD UNITED HOSPITALS INC 15500 LUNDY PARKWAY DEARBORN MI 48126 382837961 PROVIDE FACILITIES FOR OAKWOOD HEALTHCARE,INC. MI SECTION 501(C)(3) LINE 11A, I OAKWOOD HEALTHCARE INC 1 OAKWOOD HOME CARE SERVICES 1633 FAIRLANE CIRCLE NO 100 ALLEN PARK MI 48101 382877338 HOME HEALTH SERVICES MI SECTION 501(C)(3) LINE 9 OAKWOOD HEALTHCARE INC 1 OAKWOOD HEALTHCARE INC 15500 LUNDY PARKWAY DEARBORN MI 48126 381405141 MEDICAL SERVICES AND EDUCATION MI SECTION 501(C)(3) LINE 3 N/A 1 OAKWOOD HEALTHCARE FOUNDATION 15500 LUNDY PARKWAY DEARBORN MI 48126 383432073 SUPPORT OAKWOOD HEALTHCARE INC'S HEALTH CARE SYSTEM MI SECTION 501(C)(3) LINE 11A, I OAKWOOD HEALTHCARE INC 1 MICHIGAN MOBILE PET IMAGING 15500 LUNDY PARKWAY DEARBORN MI 48126 331086165 MOBILE PET SCANNING MI SECTION 501(C)(3) LINE 11C, III-FI OAKWOOD HEALTHCARE INC 1 OAKWOOD ENTERPRISES INC 15500 LUNDY PARKWAY DEARBORN MI 48126 382601930 NON-RESIDENTIAL LEASING MI OAKWOOD HEALTHCARE INC C 1.00000 BIOMEDICAL DEVICES INC 15500 LUNDY PARKWAY DEARBORN MI 48126 382831548 INACTIVE MI OAKWOOD ENTERPRISES INC C 1.00000 OAKWOOD ASSURANCE COMPANY LTD BARCLAYS HOUSE3RD FLOORSHEDDEN R GEORGETOWN, GRAND CAYMAN, BWI CJ 980128325 REINSURANCE CJ OAKWOOD HEALTHCARE INC C 1.00000 MIDWEST MEDICAL CENTER 15500 LUNDY PARKWAY DEARBORN MI 48126 263683446 HEALTH CARE SERVICES MI OAKWOOD HEALTHCARE INC C 1.00000 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 OAKWOOD HEALTHCARE INC O 8680302 ACCOUNTS PAYABLE, EXPENSES OAKWOOD HEALTHCARE INC I 84092 CATERING, SITE RENTALS OAKWOOD ENTERPRISES O 81611 PAYROLL TRANSFERS OAKWOOD HEALTHCARE FOUNDATION C 39688 CAPITAL CONTRIBUTION FROM OTHERS TRANSACTIONS WITH RELATED ORGANIZATIONS - AMOUNTS INVOLVED: PART VII SCHEDULE R PART V 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.