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COREWELL HEALTH: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
COREWELL HEALTH (EIN 38-1405141)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201113189349305126
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-14T15:01:29-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1600 RENAISSANCE CENTER SUITE 900AddressLine1
CityDETROITCity
StateMIState
ZIP Code482431895ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN381405141EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameDOUGLAS WELDAYName
TitleEVP AND CFOTitle
Phone3135865052Phone
Date Signed2011-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone3133963000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonDOUGLAS WELDAYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line115500 LUNDY PARKWAYAddressLine1
CityDEARBORNCity
StateMIState
ZIP Code48126ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1414952004GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.OAKWOOD.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1948YearFormation
State Legal DomicileMIStateLegalDomicile
Activity Or Mission DescriptionPROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees9619TotalNbrEmployees
Total Nbr Volunteers1056TotalNbrVolunteers
Total Gross UBI13655688TotalGrossUBI
Net Unrelated Business Txbl Income1257250NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year6724287ContributionsGrantsPriorYear
Contributions Grants Current Year6500809ContributionsGrantsCurrentYear
Program Service Revenue Prior Year983829730ProgramServiceRevenuePriorYear
Program Service Revenue CY1039313369ProgramServiceRevenueCY
Investment Income Prior Year2370751InvestmentIncomePriorYear
Investment Income Current Year21848521InvestmentIncomeCurrentYear
Other Revenue Prior Year4075230OtherRevenuePriorYear
Other Revenue Current Year3973257OtherRevenueCurrentYear
Total Revenue Prior Year996999998TotalRevenuePriorYear
Total Revenue Current Year1071635956TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year10413115GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY10420364GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year473520365SalariesEtcPriorYear
Salaries Etc Current Year493798683SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year3228748TotalFundrsngExpCurrentYear
Other Expense Prior Year502768569OtherExpensePriorYear
Other Expenses Current Year521177822OtherExpensesCurrentYear
Total Expenses Prior Year986702049TotalExpensesPriorYear
Total Expenses Current Year1025396869TotalExpensesCurrentYear
Revenues Less Expenses Prior Year10297949RevenuesLessExpensesPriorYear
Revenues Less Expenses CY46239087RevenuesLessExpensesCY
Total Assets BOY887015660TotalAssetsBOY
Total Assets EOY977794295TotalAssetsEOY
Total Liabilities BOY618209173TotalLiabilitiesBOY
Total Liabilities EOY668886326TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY268806487NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY308907969NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense670790021Expense
Grants319878Grants
Revenue968433525Revenue
DescriptionPATIENT CARE SERVICESOAKWOOD HEALTHCARE SYSTEM (OHS) OPERATES FOUR ACUTE CARE HOSPITALS AND 40 PRIMARY CARE/SPECIALTY CARE SITES. WITH A TOTAL OF 1,281 LICENSED ACUTE CARE BEDS, OAKWOOD CARED FOR APPROXIMATELY 58,000 ADMISSIONS AND AVERAGED A DAILY INPATIENT CENSUS OF 785 PATIENTS IN 2010. WITH ALMOST 189,000 EMERGENCY ROOM VISITS ACROSS FIVE LOCATIONS AND 199,800 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 48% OF THE INPATIENT ADMISSIONS. THE SERVICE LINES FOCUS ON HEART AND VASCULAR SERVICES, WOMENS HEALTH, ORTHOPAEDICS, NEUROSCIENCES AND CANCER CARE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense59794615Expense
Grants10100486Grants
Revenue32676449Revenue
DescriptionGRADUATE MEDICAL EDUCATIONOAKWOOD OFFERS ALLOPATHIC, OSTEOPATHIC AND PODIATRIC MEDICAL RESIDENCY PROGRAMS TO ENHANCE THE DELIVERY OF PATIENT CARE. THERE ARE APPROXIMATELY 90 FACULTY AND OVER 200 MEDICAL RESIDENTS COVERING 21 PROGRAMS. PROGRAMS INCLUDE PRIMARY CARE SPECIALTIES, OB/GYN, GERIATRICS, RADIOLOGY, PODIATRY, TRANSITIONAL EDUCATION AND OTHERS. OAKWOOD PARTICIPATES IN WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE (WSU SOM) SPONSORED PROGRAMS INCLUDING OTOLARYNGOLOGY, UROLOGY, PHYSICAL MEDICINE AND REHABILITATION AND ORTHOPAEDICS 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 PARTICIPATES IN APPROXIMATELY 15 CLINICAL TRIALS AND IS ACTIVE IN ORIGINAL RESEARCH. OAKWOOD'S MEDICAL EDUCATION PROGRAMS ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION AND THE AMERICAN OSTEOPATHIC ASSOCIATION.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense95274347Expense
DescriptionUNCOMPENSATED AND UNDER-COMPENSATED CARE SERVICESOAKWOOD'S UNCOMPENSATED CARE FOR OUR COMMUNITIES IS EXEMPLIFIED BY CARE PROVIDED TO NEEDY 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 (OAKASSIST) PROGRAM. OAKWOOD WROTE OFF OVER 14,700 CASES AT AN ESTIMATED $70 MILLION IN CHARGES AT A COST OF APPROXIMATELY $22 MILLION TO CHARITY CARE IN 2010. 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 2010, OAKWOOD WROTE OFF APPROXIMATELY $76.7 MILLION IN BAD DEBT AT A COST OF APPROXIMATELY $25.2 MILLION. IN ADDITION, 17% TO 18% OF OAKWOOD'S PATIENT REVENUE IS FROM THE MEDICAID PROGRAMS. UNFORTUNATELY, MEDICAID REIMBURSEMENT IS INSUFFICIENT TO COVER COSTS OF THE CARE AND FALLS SHORT BY APPROXIMATELY $48.9 MILLION. IN TOTAL, OAKWOOD PROVIDED ALMOST $95.3 MILLION IN UNCOMPENSATED CARE IN 2010 AS WE LIVE UP TO OUR MISSION OF PROVIDING EXCELLENCE IN HEALTH AND HEALING TO ALL THOSE IN THE COMMUNITIES WE SERVE.Description
FieldValueIRS element (for citing)
Total Program Service Expense825858983TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached0FinancialStmtAttached
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096802NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees9619NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure1WrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (37 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
LIZABETH ARDISANA
TRUSTEE1.00X000
BRIAN CONNOLLY
PRESIDENT AND CEO40.00X12528100429016X
SAMIR DABBOUS MD
TRUSTEE40.00X24405400
MALCOLM HENOCH
SVP / CMO40.00X5158650132317X
LEON JUDD
TRUSTEE1.00X000
ROBERT KRAMER
TRUSTEE1.00X000
RICHARD KUGHN
TRUSTEE1.00X000
MARTIN MULLOY
TRUSTEE1.00X000
JERRY NORCIA
TRUSTEE1.00X000
TIMOTHY O'BRIEN
TRUSTEE1.00X000
LESTER ROBINSON
TRUSTEE1.00X000
ROBERT ROSOWSKI
TRUSTEE1.00X000
BALA SETTY
TRUSTEE1.00X000
JOHN LEWIS
CHAIRPERSON1.00X000
EDGAR SCRIBNER
TRUSTEE1.00X000
THOMAS SAELI
TRUSTEE1.00X000
SETH LLOYD
SECRETARY, SVP, GEN COUNSEL40.0025696108778X
DOUGLAS WELDAY
TREASURER, EVP, CFO40.006418350201953X
JOSEPH DIEDERICH
EVP COO40.007141370221716X
PAUL CONWAY
SVP, HR40.00322157093773X
MAUREEN D'AGOSTINO
SVP, ORG. EXCELLENCE40.00219260041732X
MICHAEL GEHEB
DIVISION PRESIDENT40.006292660178256X
EDITH HUGHES
DIVISION PRESIDENT40.00327390033796X
BARBARA MEDVEC
SVP / CNO40.00307133078602X
CARLA O'MALLEY
EXECUTIVE DIRECTOR1.003224830113863X
PAULA SMITH
SVP / IT40.002863510110484X
MARY ZATINA
SVP/ GOVT RELATIONS40.00253234087998X
ERIC WIDNER
DIVISION PRESIDENT40.00306137023683X
BRYCE ROSCHE
SVP, SERVICE EXCELLENCE40.00265189027066X
JOHN KEUTEN
SVP - OAKWOOD ENTERPRISES40.00322771028404X
BILL ISENSTEIN
SVP40.00390508029705X
MARK BUSTAMANTE
DIVISION PRES - PHYS PRACTICE40.00326017039612X
KEVIN JOSEPH SPRAGUE
STAFF PHYSICIAN40.00930061022987X
FREDERICK SONG CHUN JUNN
STAFF PHYSICIAN40.00895645032201X
JOHN JOSEPH FATH
STAFF PHYSICIAN40.00677003024593X
TEJPAUL SINGH PANNU
STAFF PHYSICIAN40.00551930031456X
ARTHUR L RIBA
STAFF PHYSICIAN40.00626064035227X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11584261TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation2027218TotalOtherCompensation
Number Individuals GT100 K481NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
CARETECH SOLUTIONS INC
901 WILSHIRE DR SUITE 250TROYMI48084INFORMATION TECHNOLOGY SERVICES25035967
PEROT SYSTEMS CORP ARS
12020 COLLECTIONS CNTR DRCHICAGOIL60693BILLING SOLUTIONS/OFFICE MANAGEMENT10912823
DEARBORN SURGERY CENTER LLC
1870 MOMENTUM PLACECHICAGOIL60689OUTPATIENT SURGERY SERVICES7221887
MORRISON MANAGEMENT SPECIALISTS INC
5801 PEACHTREE DUNWOODY RDATLANTAGA30342FOOD/RETAIL SERVICES6392051
WAYNE STATE UNIVERSITY
540 E CANFIELDDETROITMI48201CONTRACT PHYS SERVICES4336373
FieldValueIRS element (for citing)
Number Of Contractors GT100 K148NumberOfContractorsGT100K
Related Organizations4881175RelatedOrganizations
Government Grants1619634GovernmentGrants
Total Contributions6500809TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
PATIENT CARE SERVICES900099100663692096594170313622835$27,072,382
GRADUATE MEDICAL EDU.9000993267644932676449
FieldValueIRS element (for citing)
Total Program Service Revenue1039313369TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10860247TotalRevenueColumn
Exclusion$10,860,247ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1034721Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1035285Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-564Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-564TotalRevenueColumn
Related Or Exempt Function Income-23148RelatedOrExemptFunctionIncome
Unrelated Business Revenue22584UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities352943331Securities
Other325706Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities342099940Securities
Other180823Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities10843391Securities
Other144883Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column10988274TotalRevenueColumn
Exclusion$10,988,274ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
GIFT SHOP9000991163513$1,163,513
CAFETERIA REVENUE624410984662$984,662
CHILD CARE453220655537$655,537

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1170109TotalRevenueColumn
Unrelated Business Revenue10269UnrelatedBusinessRevenue
Exclusion$1,159,840ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue3973821TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1071635956TotalRevenueColumn
Related Or Exempt Function Income998595004RelatedOrExemptFunctionIncome
Unrelated Business Revenue13655688UnrelatedBusinessRevenue
Exclusion$52,884,455ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total192341Total
Program Services192341ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total10228023Total
Program Services10228023ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total9760669Total
Program Services206783ProgramServices
Management And General9117540ManagementAndGeneral
Fundraising436346Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total85838Total
Management And General85838ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total406745462Total
Program Services323320228ProgramServices
Management And General83425234ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total19332632Total
Program Services15104456ProgramServices
Management And General4228176ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total28188640Total
Program Services22092954ProgramServices
Management And General6095686ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total29685442Total
Program Services23193037ProgramServices
Management And General6492405ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total7454261Total
Program Services2457290ProgramServices
Management And General4996971ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1951624Total
Management And General1951624ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total426900Total
Management And General426900ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total81217Total
Management And General81217ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1096087Total
Management And General1096087ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total87999347Total
Program Services59066298ProgramServices
Management And General28933049ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total3239680Total
Program Services383912ProgramServices
Management And General2855768ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total11193594Total
Program Services4099987ProgramServices
Management And General7093607ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total13059001Total
Program Services6901956ProgramServices
Management And General6157045ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total27202553Total
Program Services21542361ProgramServices
Management And General5660192ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1132742Total
Program Services304367ProgramServices
Management And General828375ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total718858Total
Program Services495610ProgramServices
Management And General223248ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total17608738Total
Program Services17608738ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total54538112Total
Program Services40126750ProgramServices
Management And General14411362ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total18744025Total
Program Services17663218ProgramServices
Management And General1080807ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MEDICAL SUPPLIES103554750103534580201700
BAD DEBT767244577672445700
PHARMACEUTICALS399101263991012600
EQUIPMENT RENTAL & MAIN2873631818164988105713300
0000

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total25805432Total
Program Services22536523ProgramServices
Management And General476507ManagementAndGeneral
Fundraising2792402Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1025396869Total
Program Services825858983ProgramServices
Management And General196309138ManagementAndGeneral
Fundraising3228748Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY-4190938BOY
EOY-1148700EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY44334228BOY
EOY41101219EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY84060339BOY
EOY88724809EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1330969BOY
EOY2331288EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY14196166BOY
EOY13599949EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY10606947BOY
EOY7110319EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis914269858LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec619542001LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY319842577BOY
EOY294727857EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY313648611BOY
EOY346689245EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY34746888BOY
EOY39579162EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY6362778BOY
EOY15010461EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY62077095BOY
EOY130068686EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY887015660BOY
EOY977794295EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY92489198BOY
EOY106896226EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY532308BOY
EOY495437EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY343310067BOY
EOY329021835EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY3090BOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY8037096BOY
EOY5852429EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY173837414BOY
EOY226620399EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY618209173BOY
EOY668886326EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY268806487BOY
EOY308907969EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY268806487BOY
EOY308907969EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY887015660BOY
EOY977794295EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses46239087ReconcilationRevenueExpenses
Reconcilation Other Changes-6137605ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers1Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Mailings Members$500MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$28,897DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$51,820OtherActivitiesAmount
Total Lobbying Expenditures IIB81217TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF OTHER LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1I:ReturnReference
ExplanationOAKWOOD HEALTHCARE INC. ENGAGES OUTSIDE CONSULTANTS TO CONDUCT STATE AND FEDERAL LOBBYING ACTIVITIES ON MATTERS PERTAINING TO NONPROFIT HEALTHCARE. THE FIRMS, SERVICES AND COSTS PROVIDED DURING 2010 PERTAINING TO LOBBYING ARE DISCLOSED ABOVE. ALSO, THE COMPANY (ALONG WITH THE VAST MAJORITY OF HOSPITALS LOCATED IN THE STATE OF MICHIGAN) PAYS ANNUAL DUES TO THE MICHIGAN HEALTH AND HOSPITAL ASSOCIATION, A PORTION OF WHICH PERTAINS TO LOBBYING ACTIVITIES CONDUCTED BY THAT ORGANIZATION.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS0IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance13622220BeginningOfYearBalance
Contributions252570Contributions
Investment Earnings Or Losses1283026InvestmentEarningsOrLosses
Grants Or Scholarships94773GrantsOrScholarships
Other Expenditures219299OtherExpenditures
End Of Year Balance14843744EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance14924119BeginningOfYearBalance
Contributions550373Contributions
Investment Earnings Or Losses-2920938InvestmentEarningsOrLosses
Grants Or Scholarships54000GrantsOrScholarships
Other Expenditures520371OtherExpenditures
End Of Year Balance11979183EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.65000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.35000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis17179966OtherCostOrOtherBasis
Book Value17179966BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis284098697OtherCostOrOtherBasis
Depreciation181950669Depreciation
Book Value102148028BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis12178516OtherCostOrOtherBasis
Depreciation6838144Depreciation
Book Value5340372BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis474566738OtherCostOrOtherBasis
Depreciation344241279Depreciation
Book Value130325459BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis126245941OtherCostOrOtherBasis
Depreciation86511909Depreciation
Book Value39734032BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings294727857TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
DEFERRED BOND ISSUE COSTS1890561
DUE FROM (TO) AFFILIATES72996196
MISC RECEIVABLES4541475
CAPITAL LEASE50640454
FieldValueIRS element (for citing)
Total Book Value Other Assets130068686TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
ACCRUED COMPENSATION$19,015,988
CLAIMS LIABILITY$46,194,624
WORKERS COMPENSATION$3,060,165
ASSET RETIREMENT OBLIGATION$2,460,508
ACCRUED PENSION$93,017,209
DUE TO THIRD PARTY PAYORS$62,871,905
FieldValueIRS element (for citing)
Total Of Amounts226620399TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
SCHEDULE D, PART XIV, FIN 48 DISCLOSURE: THE COMPANY HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FIN 48) (CODIFIED IN ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES). ACCORDINGLY, OHI HAS REVIEWED ALL TAX POSITIONS, EVALUATED POTENTIAL EXPOSURE, AND FOUND IT NOT TO BE MATERIAL.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA & THE CARIBBEANRegion
Number Of Offices0NumberOfOffices
Number Of Employees1NumberOfEmployees
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConducted
Specific Services ProvidedN/ASpecificServicesProvided
FieldValueIRS element (for citing)
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent0SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent0TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: N/AExplanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free Care1FPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget1ExpensesExceededBudget
Unable To Provide Care0UnableToProvideCare
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Number Of Activities Or Programs14796NumberOfActivitiesOrPrograms
Persons Served11292PersonsServed
Total Community Benefit Expense22156218TotalCommunityBenefitExpense
Direct Offsetting Revenue105479DirectOffsettingRevenue
Net Community Benefit Expense22050738NetCommunityBenefitExpense
Percent Of Total Expense0.02320PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Number Of Activities Or Programs277911NumberOfActivitiesOrPrograms
Persons Served136986PersonsServed
Total Community Benefit Expense182657790TotalCommunityBenefitExpense
Direct Offsetting Revenue134775296DirectOffsettingRevenue
Net Community Benefit Expense47882494NetCommunityBenefitExpense
Percent Of Total Expense0.05050PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Number Of Activities Or Programs292707NumberOfActivitiesOrPrograms
Persons Served148278PersonsServed
Total Community Benefit Expense204814008TotalCommunityBenefitExpense
Direct Offsetting Revenue134880775DirectOffsettingRevenue
Net Community Benefit Expense69933232NetCommunityBenefitExpense
Percent Of Total Expense0.07370PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs2374NumberOfActivitiesOrPrograms
Persons Served100242PersonsServed
Total Community Benefit Expense6660843TotalCommunityBenefitExpense
Direct Offsetting Revenue1316437DirectOffsettingRevenue
Net Community Benefit Expense5344406NetCommunityBenefitExpense
Percent Of Total Expense0.00560PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Number Of Activities Or Programs28NumberOfActivitiesOrPrograms
Persons Served1659PersonsServed
Total Community Benefit Expense60357636TotalCommunityBenefitExpense
Direct Offsetting Revenue32676449DirectOffsettingRevenue
Net Community Benefit Expense27681187NetCommunityBenefitExpense
Percent Of Total Expense0.02920PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs922NumberOfActivitiesOrPrograms
Persons Served973PersonsServed
Total Community Benefit Expense3654582TotalCommunityBenefitExpense
Direct Offsetting Revenue2603266DirectOffsettingRevenue
Net Community Benefit Expense1051316NetCommunityBenefitExpense
Percent Of Total Expense0.00110PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served400PersonsServed
Total Community Benefit Expense755255TotalCommunityBenefitExpense
Direct Offsetting Revenue168796DirectOffsettingRevenue
Net Community Benefit Expense586459NetCommunityBenefitExpense
Percent Of Total Expense0.00060PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Number Of Activities Or Programs115NumberOfActivitiesOrPrograms
Persons Served6162PersonsServed
Total Community Benefit Expense209656TotalCommunityBenefitExpense
Net Community Benefit Expense209656NetCommunityBenefitExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs3440NumberOfActivitiesOrPrograms
Persons Served109436PersonsServed
Total Community Benefit Expense71637972TotalCommunityBenefitExpense
Direct Offsetting Revenue36764948DirectOffsettingRevenue
Net Community Benefit Expense34873024NetCommunityBenefitExpense
Percent Of Total Expense0.03670PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs296147NumberOfActivitiesOrPrograms
Persons Served257714PersonsServed
Total Community Benefit Expense276451980TotalCommunityBenefitExpense
Direct Offsetting Revenue171645723DirectOffsettingRevenue
Net Community Benefit Expense104806256NetCommunityBenefitExpense
Percent Of Total Expense0.11040PercentOfTotalExpense

Economic Development EconomicDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense4745TotalCommunityBuildingExpense
Net Community Building Expense4745NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense4745TotalCommunityBuildingExpense
Net Community Building Expense4745NetCommunityBuildingExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported1BadDebtExpenseReported
Bad Debt Expense$25,235,635BadDebtExpenseAmount
Amount Attributable To109433AmountAttributableTo
Amount Reimbursed By Medicare388356580AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare394224274CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-5867694MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

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

Form990 Schedule H Part IV Form990ScheduleHPartIV (3 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivityOrganization Profit Or OwnershipOrganizationProfitOrOwnershipPhysicans Profit Or OwnershipPhysicansProfitOrOwnership
1 APEX BEHAVORIAL HEALTH PLLC
OUTPATIENT BEHAVIORAL HEALTH SERVICES0.250000.66250
2 SLEEP APNEA SPECIALTY CENTER-RIVERVIEW
SLEEP APNEA TESTING AND TREATMENT0.305800.61160
3 OAKLANE MEDICAL SUITES
MEDICAL FACILITY0.334400.23900
FieldValueIRS element (for citing)
Number Of Hospital Facilities4NumberOfHospitalFacilities

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

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalTeaching HospitalTeachingHospitalResearch FacilityResearchFacilityEr24 HoursEr24Hours
OAKWOOD HOSPITAL & MEDICAL CENTER
118101 OAKWOOD BLVDDEARBORNMI48124XXXXX
OAKWOOD ANNAPOLIS HOSPITAL
233155 ANNAPOLISWAYNEMI481842493XXXX
OAKWOOD SOUTHSHORE MEDICAL CENTER
35450 FORT STREETTRENTONMI481834625XXXX
OAKWOOD HERITAGE HOSPITAL
410000 TELEGRAPHTAYLORMI481803349XXXX

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (4 entries)

Hospital Facility NumberHospitalFacilityNumber
NOT REQUIRED
1
NOT REQUIRED
2
NOT REQUIRED
3
NOT REQUIRED
4

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities48NumberOfOtherFacilities

Other Facilities OtherFacilities (48 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
OAKWOOD HEALTH CARE CTR - ALLEN PARK
15915 SOUTHFIELDALLEN PARKMI48101OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
LAB AT FAMILY HEALTH RIVERVIEW CENTER
19020 FORT STREETRIVERVIEWMI48192LAB DRAW SITE
OAKDALE MEDICAL VILLAGE
25045 FORD RDDEARBORNMI48128OUTPATIENT IMAGING, LAB DRAW SITE
OAKWOOD CARDIAC CENTER
22060 BEECH RDDEARBORNMI48124CARDIAC CENTER
OAKWOOD HEALTH CARE CTR - BELLEVILLE
201 THIRD STBELLEVILLEMI48111OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
OAKWOOD HEALTH CARE CTR - BROWNSTOWN
17000 KING ROADBROWNSTOWNMI48183OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HEALTH CARE CTR - CANTON
7300 CANTON CENTER ROADCANTONMI48187EMERGENCY ROOM, RADIOLOGY, OUTPATIENT IMAGING, LAB DRAW SITE
OAKWOOD HEALTH CARE CTR - MERCURY DR
4900 MERCURY DRIVEDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC
OAKWOOD HEALTH CARE CTR - SOUTHGATE
15777 NORTHLINE ROADSOUTHGATEMI48195O/P CLINIC; CANCER CENTER; RADIOLOGY; REHAB. CLINIC - PT; LAB DRAW SITE
OAKWOOD HEALTH CARE CTR - WESTLAND
2001 SOUTH MERRIMANWESTLANDMI48186OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
OAKWOOD MEDICAL OFFICES - DEARBORN
18181 OAKWOOD BLVDDEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
OAKWOOD MEDICAL OFFICES - TRENTON
5400 FORT STREETTRENTONMI48183OUTPATIENT PHYSICIAN CLINIC, CARDIAC REHAB. CLINIC, LAB DRAW SITE
OAKWOOD MEDICAL OFFICES - WAYNE
33000 ANNAPOLIS AVEWAYNEMI48184OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC-PT, OT AND ST
OAKWOOD SPORTS MEDICINE - DEARBORN
2552 MONROEDEARBORNMI48124REHAB. CLINIC-PT
ADOLESCENT HEALTH CENTER - ROMULUS
9650 SOUTH WAYNEROMULUSMI48074OUTPATIENT PHYSICIAN CLINIC (TEEN CENTER)
OAKWOOD HEALTH CARE CTR - TB CLINIC
2001 SOUTH MERRIMANWESTLANDMI48186OUTPATIENT PHYSICIAN CLINIC (TB CLINIC)
OAKWOOD MEDICAL OFF BLDG GARDEN CITY
29150 FORD RDGARDEN CITYMI481350000OUTPATIENT PHYSICIAN CLINIC, URGENT CARE
OAKWOOD MEDICAL OFFICE BLDG CANTON
7330 CANTON CENTER RDCANTONMI481870000OUTPATIENT PHYSICIAN CLINIC
OAKWOOD LABORATORY - HAMLET BLDG
1331 MONROE STDEARBORNMI48124LAB DRAW SITE
OAKWOOD HOME MEDICAL EQUIP & OIS
1633 FAIRLANE CIRCLEALLEN PARKMI481010000DURABLE MEDICAL EQUIPMENT, INFUSION SERVICES
OAKWOOD SOUTHSHORE SURGERY CENTER
5452 FORT STREETTRENTONMI48183O/P SURGICAL SERVICES, REHAB. CLINIC (PT/OT), ORTHO. CTR OF EXCELLENCE
OAKWOOD DEARBORN MEDICAL PARK
18100 OAKWOOD BLVDDEARBORNMI48124O/P PHYS. CLINIC, BREAST CARE & DIALYSIS CENTER, O/P IMAGING, LAB DRAW SITE
SOUTHSHORE PHYSICAL MEDICAL REHAB
2707 W JEFFERSONTRENTONMI48183REHAB. CLINIC-PT, OT AND ST
OAKWOOD HEALTHCARE FLATROCK
29100 GATEWAY BLVDFLATROCKMI48134OUTPATIENT PHYSICIAN CLINIC
INKSTER TEEN CENTER
3250 MIDDLEBELTINKSTERMI48141OUTPATIENT PHYSICIAN CLINIC
OAKLANE MEDICAL SUITES
17000 HUBBARDDEARBRONMI48126OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
JEFFERSON-BARNS CLINIC - WESTLAND
32150 DORSEY STREETWESTLANDMI48186OUTPATIENT PHYSICIAN CLINIC
SOUTH CANTON INTERNAL MEDICINE
42287 CHERRY HILL ROAD SUITE DCANTONMI48188OUTPATIENT PHYSICIAN CLINIC
HAGGERTY MEDICAL BLDG - CANTON
2050 NORTH HAGGERTY RDCANTONMI48188OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGERY
OAKWOOD HEALTHCARE CENTER NEWPORT
3132 NEWPORT ROADNEWPORTMI48166OUTPATIENT PHYSICIAN CLINIC
OAKWOOD ANNAPOLIS BREAST CARE CENTER
4491 VENOYWAYNEMI48184BREAST CARE CENTER
OAKWOOD TRAINING & DEVELOPMENT
18501 ROTUNDA DRIVEDEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC
OAKWOOD REHAB THERAPY SERVICES
27731 NEWMAN ROADDEARBORNMI48124REHAB. CLINIC-PT
OAKWOOD VENOY PATIENT SERVICE CENTER
4020 VENOY SUITE 200AWAYNEMI48184OUTPATIENT PHYSICIAN CLINIC; LAB DRAW SITE
OAKWOOD PHYSICAL THERAPY CENTER
4111 S CANTON CENTER ROADCANTONMI48188REHAB. CLINIC-PT
LAB AT DEARBORN FAMILY PRACTICE
23870 MICHIGAN AVEDEARBORNMI48124LAB DRAW SITE
ONCOLOGY DOWNRIVER
19725 ALLEN ROAD SUITE 101BROWNSTOWNMI48183OUTPATIENT PHYSICIAN CLINIC; ONCOLOGY; OP IMAGING; LAB DRAW SITE
OAKMAN MEDICAL GROUP
15120 MICHIGAN AVEDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC; LAB DRAW SITE
NAJAR OBGYN
2142 MONROE STREET SUITE ADEARBORNMI48124OUTPATIENT PHYSICIAN CLINIC
ADULT MEDICAL CARE PLCC
35330 NANKIN BLVD SUITE 701WESTLANDMI48185OUTPATIENT PHYSICIAN CLINIC
LAB AT WOODHAVEN
25000 HALL ROADWOODHAVENMI48183LAB DRAW SITE
DEARBORN TOWN CENTER
4700 SCHAEFER ROADDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC; LAB DRAW SITE
TAYLOR TEEN CENTER
19275 NORTHLINE ROADSOUTHGATEMI48195OUTPATIENT PHYSICIAN CLINIC (TEEN CENTER)
CHASE MEDICAL CLINIC
6211 CHASE ROADDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC
ALLIED MEDICAL GROUP
35180 NANKIN BLVDWESTLANDMMI48185OUTPATIENT PHYSICIAN CLINIC
INTERNAL MEDICINE WYANDOTTE
1700 BIDDLE AVEWYANDOTTEMI48192OUTPATIENT PHYSICIAN CLINIC
INTERNAL MEDICINE BROWNSTOWN
23050 WEST ROADBROWNSTOWNMI48183OUTPATIENT PHYSICIAN CLINIC
HF VILLAGE GERIATRICS
15101 FORD ROAD 1ST FLOORDEARBORNMI48126OUTPATIENT PHYSICIAN CLINIC

Form990 Schedule H Part VI Form990ScheduleHPartVI (16 entries)

ExplanationExplanationIdentifierIdentifierReturn ReferenceReturnReference
PART I, LINE 3C: N/A
PART I, LINE 6A: N/A
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, LINE 7G: N/A
PART I, L7 COL(F): BAD DEBT IN THE AMOUNT OF $877,078 WAS REMOVED FROM THE EXPENSES COUNTED IN THE MEDICAL RESIDENT EDUCATION PORTION OF HEALTH PROFESSIONS EDUCATION. BAD DEBT EXPENSE OF $76,724,457 WAS EXCLUDED FROM TOTAL EXPENSES WHEN COMPUTING THE COST TO CHARGE RATIOS. A FULL COPY OF THE COMMUNITY BENEFIT REPORT CAN BE FOUND AT HTTP://WWW.OAKWOOD.ORG/REPORT-TO-OUR-COMMUNITY
THE OAKWOOD HEALTHCARE SYSTEM FOUNDATION PROVIDES SIGNIFICANT ASSISTANCE TO STRENGTHEN OAKWOOD'S COMMUNITY BENEFIT PROGRAMS AND SERVICES. IN ADDITION TO PROVIDING THE FUNDS FOR MANY PROGRAMS AND SERVICES, IT EXPENDS OVER $1.7 MILLION DOLLARS TO COVER THE COSTS OF FUND RAISING AND GRANT WRITING THAT IS DIRECTLY ASSOCIATED WITH COMMUNITY BENEFIT PROGRAMMING. TWO LARGE EVENTS WERE HELD IN 2010 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 GRANT REQUESTS 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 OAKWOODS SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS, PREVENTION PROGRAMS, RYAN WHITE CLINIC FOR HIV CARE, THE CENTER FOR EXCEPTIONAL FAMILIES AND OTHER PROGRAMS THAT BENEFIT OUR COMMUNITY.OTHER COMMUNITY BENEFIT INFORMATIONPART I
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: GREATER DETROIT CHAMBER OF COMMERCE; SOUTHERN WAYNE COUNTY CHAMBER; CANTON AND DEARBORN CHAMBERS OF COMMERCE; AND THE AMERICAN ARAB CHAMBER OF COMMERCE. ALSO INCLUDED ARE COSTS RELATED TO THE COORDINATION AND OFFERING OF COMMUNITY BLOOD DONOR DRIVES (DONE IN PARTNERSHIP WITH THE AMERICAN RED CROSS) AT OUR LOCATIONS THAT ARE TARGETED TO BOTH OUR EMPLOYEES AND MEMBERS OF THE PUBLIC.
PART III, LINE 4: THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING: BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE AND CURRENT MARKET CONDITIONS. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE, THE COMPANY FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PAST DUE PATIENT BALANCES WITH COLLECTION AGENCIES.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: PATIENTS PRESENTING FOR SERVICES WITHOUT INSURANCE COVERAGE ARE IDENTIFIED AS SELF PAY PATIENTS. FINANCIAL COUNSELING STAFF, IN THE ORGANIZATION'S "OAKASSIST" PROGRAM, ASSESS THIS POPULATION TO DETERMINE IF SOME TYPE OF INSURANCE COVERAGE MAY EXIST, SUCH AS A GOVERNMENTAL SPONSORED INSURANCE PROGRAM, OR IF A SELF PAY DISCOUNT OR CHARITY CARE COVERAGE IS APPROPRIATE. THIS PROCESS IS INITIATED AS CLOSE TO THE DATE OF SERVICE OR PRE-SERVICE AS POSSIBLE. IF THE DETERMINATION OF DISCOUNTING OR OTHER COVERAGE IS NOT FOUND WITHIN AN AVERAGE OF 15 DAYS POST-SERVICE, THE PATIENT WILL RECEIVE A BILLING STATEMENT WITH DIRECTION TO CONTACT AN OAKWOOD REPRESENTATIVE IF FINANCIAL ASSISTANCE OF ANY KIND IS NEEDED. PRIOR TO FORWARDING ACCOUNTS TO A THIRD-PARTY COLLECTION AGENCY, THE ACCOUNTS ARE SCORED TO DETERMINE THE PATIENT'S ABILITY TO PAY AND EITHER DEEMED CHARITY OR BAD DEBT. ACCOUNTS ELIGIBLE FOR CHARITY CARE, PURSUANT TO THE ORGANIZATION'S 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.
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. KEY LEADERS IN THE ORGANIZATION WHO REPRESENT COMMUNITY BENEFIT AND PATIENT FINANCIAL ASSISTANCE PROGRAMS ARE CONSULTED AS PART OF THE PREPARATION PROCESS. FINDINGS IN EACH YEAR'S REPORT ARE NOT NECESSARILY TIME LIMITED AND CAN BE APPLIED TO OTHER YEARS IN A 2-3 YEAR BUSINESS CYCLE.KEY FEATURES OF THE 2008-2009 DOCUMENT INCLUDED IDENTIFICATION OF AN OPPORTUNITY TO ADDRESS THE EPIDEMIC TYPE 2 DIABETES DIAGNOSIS TREND IN CHILDREN AND ITS RELATION TO INCREASING OBESITY TRENDS. PROGRAMMING RELATED TO CHILDHOOD FITNESS AND FAMILY NUTRITION HAS BEEN EXPANDED AND CREATED TO RESPOND TO THE TRENDS IN BOTH PEDIATRIC AND ADULT POPULATIONS. IN 2009-2010, A KEY RECOMMENDATION FOCUSED ON THE VALUE OF PREVENTATIVE CARE AS SO MANY OF THE LEADING CAUSES OF MORBIDITY AND MORTALITY IN OUR REGION ARE DIRECTLY ATTRIBUTABLE TO CONDITIONS THAT ARE HIGHLY EFFECTED BY DIET, EXERCISE LEVEL, SMOKING STATUS AND OBESITY. POPULATION TRENDS IN THE OAKWOOD HEALTHCARE SYSTEM SERVICE AREA WERE PRESENTED AND ANALYZED. THESE TRENDS SHOWED A SHARP INCREASE IN THE POPULATION OVER 65 YEARS OLD AND DECLINES IN OTHER GROUPS (FOR INSTANCE FEMALES IN THEIR CHILD BEARING YEARS).IMPLICATIONS RELATED TO THE HIGH PROPORTION OF BABY BOOMERS MANAGING MORE THAN ONE CHRONIC CONDITION (INCLUDING HEART DISEASE) AS WELL AS OBESITY AND DIABETES WERE APPLIED TO COMMUNITY BENEFIT PLANNING. DIABETES WAS ALSO SHOWN TO BE MORE PREVALENT IN OUR DIVERSE POPULATIONS OF AFRICAN AMERICANS, HISPANIC AMERICANS, AND IN PEOPLE OF EASTERN INDIAN ORIGIN. THESE NUMBERS, ALONG WITH THE FACT THAT HEART DISEASE, STROKE AND DIABETES ARE CONSISTENTLY AMONG THE TOP DIAGNOSES SEEN IN THE RANKING OF HEALTH STATUS INDICATORS FOR OUR COMMUNITIES, PROVIDE THE BASIS FOR ONE OF OUR LARGEST COMMUNITY OUTREACH PROGRAMS. OAKWOOD'S HEART HEALTH SCREENING AND EDUCATION OUTREACH IS COMPRISED OF BLOOD PRESSURE, TOTAL AND HDL CHOLESTEROL, AND GLUCOSE TESTING, AS WELL AS STROKE SCREENING INSTRUMENTS THAT ARE OFFERED IN CUSTOM PACKAGES TO COMMUNITY, SCHOOL, FAITH COMMUNITY AND OTHER GROUPS. ALL SCREENINGS ARE ACCOMPANIED BY BASIC COUNSELING ABOUT (EACH INDIVIDUAL'S) SCREENING RESULTS AND HOW HE OR SHE CAN MAKE POSITIVE BEHAVIOR CHOICES AND LIFESTYLE ADAPTATIONS TO KEEP THEIR RESULTS IN THE NORMAL RANGE OR TO BRING THEM INTO A LOWER, MORE HEALTHFUL RESULT. DATA FROM BOTH THE WAYNE COUNTY HEALTH DEPARTMENT AND THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH INDICATE THAT OUR SERVICE AREA HAS HIGHER RATES OF HEART DISEASE THAN WHAT IS SEEN IN THE REST OF THE STATE AND ACROSS THE NATION AS A WHOLE.OAKWOOD'S HEART HEALTH OUTREACH AND SCREENING PROGRAMS HAVE BEEN CONSISTENTLY HIGH VOLUME PROGRAMS FOR OVER 20 YEARS AND ARE UTILIZED BY MANY GROUPS, INCLUDING THE COUNTY HEALTH DEPARTMENT. DATA FROM THE ENVIRONMENTAL ASSESSMENT SUPPORT THE NEED FOR THIS PROGRAM YEAR AFTER YEAR, AS THERE HAS BEEN NO SIGNIFICANT SHIFT IN THE LEADING CAUSES OF DEATH IN OUR SERVICE AREA, COUNTY AND STATE. DATA FROM THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH IN 2009 CONFIRMS THAT OUR AREA CONTINUES TO EXHIBIT HIGHER RATES OF ADULT OBESITY, ADULT TOBACCO USE AND HEART DISEASE IN THOSE AGED 18 YEARS OR OLDER AS WELL AS A HIGHER RATE OF DIABETES PREVALENCE AND RELATED DEATHS.DATA PERTAINING TO UNEMPLOYMENT RATES, POVERTY INCIDENCE AND RATES OF INSURANCE COVERAGE ARE ALSO KEY TO OUR YEARLY ENVIRONMENTAL ASSESSMENT. OFFICIAL UNEMPLOYMENT RATES CONTINUED TO INCREASE IN WAYNE COUNTY, SOUTHEASTERN MICHIGAN AND THE STATE IN 2009, WITH WAYNE COUNTY EXHIBITING THE HIGHEST UNEMPLOYMENT RATE IN SOUTHEASTERN MICHIGAN. STATE MEDICAID CASELOADS ARE AT HISTORICALLY HIGH LEVELS, WITH THE NUMBER OF MICHIGAN CITIZENS RELYING ON MEDICAID FOR HEALTH CARE 61% HIGHER THAN IN 1999. THIS FIGURE CONTINUES TO GROW, WITH ONE OUT OF SEVEN MICHIGAN RESIDENTS NOW RELYING ON MEDICAID FOR HEALTH CARE COVERAGE. HOWEVER, STATE LEVEL FUNDING HAS BEEN SLASHED BY MORE THAN $850 MILLION SINCE 1996. THE RATES FOR "TOTALLY UNINSURED" AND THOSE CONSIDERED "UNDERINSURED" ALSO SHOW INCREASES. THIS DATA APPLIES DIRECTLY TO OUR UNCOMPENSATED CARE EXPENDITURES. A SIGNIFICANT AMOUNT OF UNCOMPENSATED CARE CAN BE TRACED DIRECTLY TO THE RECESSION AND TO A GROWING NUMBER OF PATIENTS WITH NO HEALTH INSURANCE WHO ARE SEEKING TREATMENT IN THE EMERGENCY DEPARTMENT.DATA USED IN THE OAKWOOD HEALTHCARE SYSTEM ENVIRONMENTAL ASSESSMENT IS COLLECTED FROM A VARIETY OF SOURCES INCLUDING THE WAYNE COUNTY HEALTH DEPARTMENT AND MICHIGAN DEPARTMENT OF COMMUNITY HEALTH; TRADE ORGANIZATIONS SUCH AS THE AMERICAN HOSPITAL ASSOCIATION AND MICHIGAN HEALTH & HOSPITAL ASSOCIATION; THE CENSUS BUREAU; AGENCIES SUCH AS CLARITAS AND THOMSON REUTERS; AND FROM OTHER STATE AND FEDERAL AGENCIES.
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 ORGANIZATIONS 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 SERVES MORE THAN 900,000 RESIDENTS IN 35 COMMUNITIES STRETCHING ACROSS A 500 SQUARE MILE AREA OF WESTERN WAYNE COUNTY. 75% OF THE OHS SERVICE AREA IS UNDER THE AGE OF 55, WITH 57% BETWEEN THE AGES OF 18 AND 54. WHILE CENSUS NUMBERS TELL US THAT 73% 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 AREAS 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. OAKWOOD HEALTHCARE SYSTEM COMMUNITY POVERTY RATES RANGE FROM 2% TO 32%, WITH SOME INDIVIDUAL NEIGHBORHOODS OVER 70%. (THESE RATES COMPARE TO A 16.2% RATE FOR OUR STATE.) THE HEALTH UNINSURED RATE IS APPROXIMATELY 18.7% IN OUR GREATER DEARBORN REGION AND AVERAGES 15% ACROSS OUR SERVICE AREA. EMPLOYMENT IN OUR SERVICE AREA HAS BEEN DOMINATED BY THE AUTOMOTIVE INDUSTRY, WITH FORD MOTOR COMPANY OUR SERVICE AREAS LARGEST EMPLOYER AND OAKWOOD HEALTHCARE SYSTEM RANKING SECOND. OUR SERVICE AREA AND STATE CONTINUE TO FEEL THE EFFECTS OF A SUFFERING ECONOMY. 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 10.7%, (COMPARED TO 9.8% NATIONALLY), SOUTHEAST MICHIGAN RATES ARE HIGHER RATE 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 (I.E. 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. THE COMMUNITY INITIATIVES HIGHLIGHTED IN THIS NARRATIVE WERE DEVELOPED TO ADDRESS IDENTIFIED CHALLENGES FACED BY SPECIFIC COMMUNITIES AND POPULATIONS.
PART VI, LINE 6: 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 TO FULFILLING OUR MISSION.EACH OF OUR FOUR ACUTE CARE SITES FEATURES AN OPEN MEDICAL STAFF, WITH ELECTED LEADERSHIP AND ACTIVE COMMITTEE STRUCTURE. IN 2009, THE MEDICAL STAFF AT ONE OAKWOOD SITE EXEMPLIFIED ITS COMMITMENT TO COMMUNITY HEALTH IMPROVEMENT BY OPENING A FREE CLINIC TO SERVE THE PRIMARY CARE MEDICAL NEEDS OF ADULTS WHO WERE LAID OFF FROM FORD MOTOR COMPANY AND VISTEON AND, AS A RESULT, LOST THEIR HEALTH CARE COVERAGE. THE CLINIC IS STAFFED ON A VOLUNTEER BASIS, WITH IN-KIND DONATION OF SPACE AND CLINIC INFRASTRUCTURE COMING FROM OAKWOOD.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 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); 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, AND GIVE JOB ADVICE, RESUME REVIEW AND CONDUCT MOCK INTERVIEWS.OTHER EXAMPLES INCLUDE OUR FOCUSED WORK AND COOPERATION WITH GIFT OF LIFE-MICHIGAN TO SUPPORT ORGAN DONATION AND A WELL DEVELOPED AND EXTENSIVE SPEAKERS 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 OFFERS ART GALLERY SPACES AVAILABLE TO ALL, 24 HOURS A DAY IN OUR ACUTE CARE SITES AS WELL AS ART ACTIVITY SUCH AS COMMUNITY CREATIVE WRITING WORKSHOPS (WITH PUBLICATION OF A YEARLY JOURNAL) AS WELL AS HANDS-ON ART ACTIVITY CLASSES FOR ALL. 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 7: OAKWOOD HEALTHCARE SYSTEM ACTIVELY SUPPORTS THE HEALTH OF THE COMMUNITIES IT SERVES THROUGH THE OAKWOOD FOUNDATION; EXAMPLES INCLUDE THE LINCOLN/JEFFERSON-BARNS SCHOOL HEALTHCARE CENTER; CHILD AND ADOLESCENT HEALTH CENTERS IN TAYLOR, ROMULUS, AND INKSTER; AN INFECTIOUS DISEASE CLINIC OFFERING CARE FOR BOTH HIV AND TB; THE CENTER FOR EXCEPTIONAL FAMILIES; AND, THE HEALTHY HEARTS FOR WOMEN PROGRAM. THESE AREAS OF FOCUS ARE BASED ON COMMUNITY INTEREST, AS IDENTIFIED THROUGH DESIGNATION OF DONATIONS, AND BASED ON COMMUNITY NEEDS IDENTIFIED IN THE ENVIRONMENTAL ASSESSMENT.OAKWOOD HEALTHCARE SYSTEM HAS A PROACTIVE APPROACH AND PLAN TO ASSIST WITH COMMUNITY CONCERNS RELATED TO COMPREHENSIVE DISASTER PLANNING AND PROTOCOLS FOR SUPPORTING THE COMMUNITY IN A TIME OF NEED. IN ADDITION, TRAUMA PROGRAMS AT EACH HOSPITAL REACH OUT TO THEIR SURROUNDING COMMUNITIES TO REDUCE INJURIES AND POSITIVELY IMPACT THE HEALTH OF THE COMMUNITY.OAKWOOD HEALTHCARE SYSTEM COLLABORATED WITH THE WAYNE COUNTY HEALTH AUTHORITY TO SUPPORT DEVELOPMENT OF A FEDERALLY QUALIFIED HEALTH CENTER (FQHC). THE FQHC OPENED IN 2006 IN THE CITY OF INKSTER TO SERVE THE UNINSURED AND UNDERINSURED POPULATION. THE WESTERN WAYNE FAMILY HEALTH CENTER IS THE RESULT OF A PARTNERSHIP BETWEEN OAKWOOD HEALTHCARE SYSTEM, STARFISH FAMILY SERVICES AND COMMUNITY LEADERS. THE FQHC PROVIDES PRIMARY CARE, MENTAL HEALTH SERVICES, AND DENTAL CARE. THIS PROVED TO BE SO BENEFICIAL TO THE COMMUNITY THAT A SECOND FQHC OPENED IN 2009 IN THE CITY OF TAYLOR THROUGH A PARTNERSHIP WITH THE WAYNE COUNTY HEALTH DEPARTMENT, COMMUNITY CARE SERVICES, AND THE CITY OF TAYLOR. RELATIONSHIPS WITH OTHER AREA FQHCS AND FREE CLINICS ARE ALSO IN PLACE TO SUPPORT SAFETY NET SERVICES TO THE COMMUNITY. OAKWOOD HEALTHCARE SYSTEM PARTICIPATES IN NUMEROUS CIVIC ORGANIZATIONS. SENIOR LEADERS PROMOTE EMPLOYEE PARTICIPATION IN COMMUNITY-BASED ORGANIZATIONS THROUGH STRATEGIES SUCH AS THE CLINICAL ADVANCEMENT PROGRAM, PARISH NURSING, AND THE BRAVO! RECOGNITION PROGRAM. CURRENT COMMUNITY SUPPORT ACTIVITIES INCLUDE: A FINANCIAL COMMITMENT TO CHARITY CARE, COMMUNITY HEALTH, THE OAKWOOD FOUNDATION, PROGRAMS CONDUCTED BY OAKWOOD HEALTHCARE SYSTEM, AND LEADERSHIP AND STAFF PARTICIPATION ON OVER 100 LOCAL, REGIONAL, AND NATIONAL BOARDS AND COMMITTEES.TO TRACK COMMUNITY SUPPORT ACTIVITIES, OAKWOOD HEALTHCARE SYSTEM MAINTAINS A COMMUNITY BENEFIT REPORTING SYSTEM THAT DELINEATES THE PROJECTS IT SUPPORTS, BOTH FROM A VOLUNTEER AND FINANCIAL STANDPOINT. CONTRIBUTIONS TO COMMUNITY HEALTH PROVIDED BY OAKWOOD HEALTHCARE SYSTEM'S COMMUNITY HEALTH DEPARTMENT ARE TRACKED THROUGH A COMPREHENSIVE DATABASE THAT RECORDS HOW MANY UNITS OF SERVICE ARE DELIVERED TO THE COMMUNITY THROUGH VARIOUS OAKWOOD HEALTHCARE SYSTEM PROGRAMS. A UNIT OF SERVICE IS DEFINED AS: RECEIPT OF A SCREENING TEST (SUCH AS A CHOLESTEROL OR BLOOD PRESSURE MEASUREMENT); PARTICIPATION IN A SINGLE SESSION OF A LECTURE OR CLASS; HAVING A ONE TIME FACE-TO-FACE ENCOUNTER WITH A HEALTH EDUCATOR ABOUT USE OF CAR SEATS; OR A CAR SEAT INSTALLATION INSPECTION. ON SOME OCCASIONS A USER MAY RECEIVE MORE THAN ONE SERVICE AT THE SAME ENCOUNTER. 51,500 UNITS OF SERVICE WERE DELIVERED IN 2010. OAKWOODS SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS SERVED OVER 1100 YOUTH IN 2010, WITH HUNDREDS OF FAMILIES RECEIVING OUTREACH INFORMATION ABOUT MEDICAID AND HEALTHY KIDS INSURANCE COVERAGE AS WELL AS ENROLLMENT ASSISTANCE. ALMOST 10,000 CONTACTS WERE MADE WITH YOUTH FOR SUBSTANCE ABUSE AND VIOLENCE PREVENTION INFORMATION.
MIREPORTS FILED WITH STATESPART VI, LINE 7

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
CITY OF DEARBORN
PO BOX 4000DEARBORNMI48126386004605GOVERNMENT24000COMMUNITY SUPPORT
CITY OF TAYLOR
22805 GODDARD RDTAYLORMI48180386006926GOVERNMENT10000COMMUNITY SUPPORT
DETROIT ECONOMIC CLUB
211 W FORT ST SUITE 505DETROITMI48226380508823501(C)(3)8300COMMUNITY SUPPORT
DETROIT MEDICAL SOCIETY
19545 SHREWSBURY RDDETROITMI48221382254803N/A8000COMMUNITY SUPPORT
DETROIT REGIONAL CHAMBER-CITIZENS FOR SMART FUTURE
21 KERCHEVAL ST 355GROSSE POINTE FARMSMI48236272715107501(C)(6)6400COMMUNITY SUPPORT
FIRST STEP
44567 PINETREE DRPLYMOUTHMI48170382208980501(C)(3)6416COMMUNITY SUPPORT
FOUND OF MICH ASSN OF PHYS OF INDIAN ORG (MAPI)
28230 ORCHARD LAKE RD SUITE 203FARMINGTON HILLSMI48334383032459501(C)(3)10000COMMUNITY SUPPORT
GREATER DETROIT AREA HEALTH COUNCIL
333 W FORT STREETDETROITMI48226381360904501(C)(3)11825COMMUNITY SUPPORT
METROPOLITAN AFFAIRS COALITION
535 GRISWOLD ST SUITE 300DETROITMI48226381602801501(C)(3)5000COMMUNITY SUPPORT
MICHIGAN STATE UNIVERSITY-COLLEGE OF OSTEOPATHIC MEDICINE
A308 EAST FEE HALLE LANSINGMI48824386005984501(C)(3)9000COMMUNITY SUPPORT
NAMI MICHIGAN
921 N WASHINGTONLANSINGMI48906382643038501(C)(3)20000COMMUNITY SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants9TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
HELPING HANDS - NEEDY EMPLOYEE ASSISTANCE4638763
EMPLOYEE SCHOLARSHIPS8088774
MEDICAL RESIDENTS STIPENDS23110100486

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE OAKWOOD HEALTHCARE SYSTEM MAKES CONTRIBUTIONS PRIMARILY TO ORGANIZATIONS THAT HAVE BEEN RECOGNIZED BY THE IRS AS TAX-EXEMPT CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). GOVERNMENT GRANTS RECEIVED BY THE OAKWOOD HEALTHCARE SYSTEM ARE MONITORED BY THE RESPECTIVE DEPARTMENTS. OAKWOOD HEALTHCARE INC. FOLLOWS THE GUIDELINES AND IS SUBJECT TO AN A133 AUDIT ANNUALLY UPON MEETING THE EXPENDITURE THRESHOLD. THE OAKWOOD HEALTHCARE SYSTEM AWARDS SCHOLARSHIPS ANNUALLY TO EMPLOYEES. 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 EVENTS 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 HAVE 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 $10,100,486 DURING 2010. OAKWOOD HEALTHCARE SYSTEM MONITORS USE OF GRANT FUNDS THROUGH ITS PAYROLL AND HUMAN RESOURCES DEPARTMENTS AS THESE GRANTS ARE GENERALLY MADE IN CONNECTION WITH THE EMPLOYEE'S COMPENSATION.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BRIAN CONNOLLY
647887029753103073920419337096790168182601018970
SAMIR DABBOUS MD
24360800044600000244054000
MALCOLM HENOCH
3287930135300051772011500201731506481820676960
SETH LLOYD
2461640001079706145026330265739000
DOUGLAS WELDAY
36417201743790103284017905002290308437880742540
JOSEPH DIEDERICH
4356350237107041395021819303523093585301053130
PAUL CONWAY
19030108185005000607498801878504159300374950
MAUREEN D'AGOSTINO
1699390339550153660197450219870260992000
MICHAEL GEHEB
3874480189196052622016032501793108075220830770
EDITH HUGHES
2305820560740407340174780163180361186000
BARBARA MEDVEC
1963230807290300810746910391103857350390460
CARLA O'MALLEY
18459907766406022009653401732904363460344150
PAULA SMITH
18955106193403486609649201399203968350198750
MARY ZATINA
14509406876103937906938801861003412320274970
ERIC WIDNER
234085030261041791015235084480329820000
BRYCE ROSCHE
1908530416590326770100230170430292255000
JOHN KEUTEN
2432140495970299600116870167170351175000
BILL ISENSTEIN
3177940235460491680113540183510420213000
MARK BUSTAMANTE
2671000355170234000166330229790365629000
KEVIN JOSEPH SPRAGUE
19282806884320488010117850112020953048000
FREDERICK SONG CHUN JUNN
7311780898070746600124560197450927846000
JOHN JOSEPH FATH
580755087500087480116680129250701596000
TEJPAUL SINGH PANNU
541289000106410123610190950583386000
ARTHUR L RIBA
4305150151718043831034142010850661291000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1AOAKWOOD HEALTHCARE, INC. HAS A FORMAL EXPENSE REIMBURSMENT POLICY, WHICH APPLIES TO ALL TYPES OF REIMBURSEMENT. OAKWOOD HEALTHCARE, INC. DOES NOT HAVE A SPECIFIC POLICY REGARDING THE PROVISION OF TAX GROSS-UP PAYMENTS. HOWEVER, CERTAIN COPORATE 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.
PART I, LINE 4BOAKWOOD HEALTHCARE, INC. HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THAT IS LIMITED TO THE FOLLOWING PARTICIPANTS: BRIAN CONNOLLY, PRESIDENT AND CEO; J. JOSEPH DIEDERICH, EVP AND COO; DOUGLAS WELDAY, EVP AND CFO; AND MICHAEL GEHEB, SITE PRESIDENT - OAKWOOD HOSPITAL AND MEDICAL CENTER. DURING 2010, MR. CONNOLLY RECEIVED A PAYMENT OF $217,552 AND MR. WELDAY RECEIVED A PAYMENT OF $35,118 PURSUANT TO THE PLAN PROVISIONS.
PART IIIPART I, LINE 5A: OAKWOOD HEALTHCARE, INC. HAS SHORT-TERM AND LONG-TERM INCENTIVE PLANS FOR EXECUTIVES. INCENTIVE AWARDS ARE CALCULATED BASED ON THE ACHIEVEMENT OF MULTIPLE TARGETS, INCLUDING THE ATTAINMENT OF 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 K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MICHIGAN STATE HOSPITAL FINANCE AUTHORITY
38288941759465E5E92003-11-13138465000REFUNDING 1993000
MICHIGAN STATE HOSPITAL FINANCE AUTHORITY
38288941759465HGA82007-04-24106875000FIN. HOSPITAL/PARTIAL REFUNDING 1994/1995000

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundIssuance Costs From ProceedsIssuanceCostsFromProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletion
556700001384650001384650011721861011
946000010730565377016799069331011250000002008

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
001011
001011

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Business Name Line2NameOfGICProvider/BusinessNameLine2Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
NA
0001CITIGROUP GBL MKTSINC GIC #4504181110.000000000000100
NA
0000NA00

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
IdentifierFORM 990, SCHEDULE K, PART 1 & PART IIIdentifier
ExplanationDIFFERENCES BETWEEN THE ISSUE PRICE (PART I, COLUMN (E)) AND TOTAL PROCEEDS OF ISSURE (PART II, LINE 3 (B)) ARE DUE TO INVESTMENT EARNINGS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 3OAKWOOD HEALTHCARE, INC. HAS OUTSOURCED THE MANAGEMENT DUTIES OF DIETARY SERVICES, CLINICAL ENGINEERING, FACILITY SERVICES, ENVIRONMENTAL SERVICES, LAUNDRY SERVICES AND NON-CLINICAL SERVICES WITHIN THE COMPANY'S PHYSICIAN PRACTICE DIVISION. ALL COMPANIES ENGAGED TO PROVIDE MANAGERIAL SERVICES FOR THE ORGANIZATION REPORT DIRECTLY TO SITE ADMINISTRATORS AND/OR CORPORATE DIRECTORS EMPLOYED BY OAKWOOD HEALTHCARE, INC.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S PROCESS FOR PREPARATION AND REVIEW OF FORM 990 INCLUDES PREPARATION BY AN OUTSIDE ACCOUNTING FIRM AND REVIEW BY LEADERSHIP WITHIN THE FINANCE DEPARTMENT. THE FORM 990 WAS THEN 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.
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. 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 12C
OAKWOOD HEALTHCARE, INC. 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 (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 B, LINE 15
THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 13,391,655. PRIOR PERIOD ADJUSTMENTS: 6. WRITE DOWN OF SOFTWARE IMPLEMENTATION -6,417,686. INTERUNIT TRANSFERS 3,204,157. PENSION & POSTRETIREMENT LIAB ADJ -16,315,737. TOTAL TO FORM 990, PART XI, LINE 5: -6,137,605.FORM 990, PART XI, LINE 5:
HOURS DEVOTED TO RELATED ORGANIZATIONS:IN ADDITION TO THE HOURS DEVOTED TO OAKWOOD HEALTHCARE, INC., LIZABETH ARDISANA, MARK ANTHONY BUSTAMANTE, BRIAN CONNOLLOY, PAUL CONWAY, SAMIR DABBOUS, MAUREEN D'AGOSTINO, JOSEPH DIEDERICH, MICHEL GEHEB, MALCOM HENOCH, EDITH HUGHES, BILL ISENSTEIN, LEON JUDD, JOHN KEUTEN, ROBERT KRAMER, RICHARD KUGHN, JOHN LEWIS, SETH LLOYD, BARBARA MEDVEC, MARTIN MULLOY, JERRY NORCIA, TIMOTHY O'BRIEN, CARLA O'MALLEY, LESTER ROBINSON, BRYCE ROSCHE, ROBERT ROSOWSKI, THOMAS SAELI, EDGAR SCRIBNER, BALA SETTY, PAULA SMITH, DOUGLAS WELDAY, ERIC WIDNER, MARY ZATINA, DEVOTE TIME WEEKLY TO SEVERAL ORGANIZATIONS. THEIR TIME IS SPLIT AS FOLLOWS: LIZABETH ARDISANA DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. MARK ANTHONY BUSTAMANTE DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. BRIAN CONNOLLY DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; 4 HOURS TO OAKWOOD HEALTH FOUNDATION; AND 1 HOUR TO OAKWOOD MEDICAL ENTERPRISES, INC. & SUBS. PAUL CONWAY DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. SAMIR DABBOUS DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. MAUREEN D'AGOSTINO DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. JOSEPH DIEDERICH DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; 4 HOURS TO OAKWOOD HEALTH FOUNDATION, AND 2 HOURS TO OAKWOOD HEALTH PROMOTIONS. MICHAEL GEHEB DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; AND 1 HOUR TO OAKWOOD UNITED HOSPITAL, INC. MALCOM HENOCH DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. EDITH HUGHES DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. BILL ISENSTEIN DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. LEON JUDD DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; AND 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC. ROBERT KRAMER DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES;AND 1 HOUR TO OAKWOOD HEALTH FOUNDATION. RICHARD KUGHN DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD HEALTH CARE SERVICES; AND 1 HOUR TO OAKWOOD HEALTH FOUNDATION. JOHN LEWIS DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. SETH LLOYD DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; 1 HOUR TO OAKWOOD MEDICAL ENTERPRISES, INC. & SUBS.; AND 1 HOUR TO MIDWEST MEDICAL CENTER. BARBARA MEDVEC DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. MARTIN MULLOY DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. JERRY NORCIA DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. TIMOTHY O'BRIEN DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. CARLA O'MALLEY DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; AND 40 HOURS TO OAKWOOD HEALTH FOUNDATION. LESTER ROBINSON DEVOTES APPROXIMAATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. BRYCE ROSCHE DEVOTES APPROXIMAATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. ROBERT ROSOWSKI DEVOTES APPROXIMATELY 1HOUR TO OAKWOOD HOME CARE SERVICES; AND 1 HOUR TO OAKWOOD HEALTH FOUNDATION. THOMAS SAELI DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. EDGAR SCRIBNER DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. BALA SETTY DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. PAULA SMITH DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES. DOUGLS WELDAY DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; 2 HOURS TO OAKWOOD HEALTH PROMOTIONS; 20 HOURS TO OAKWOOD MEDICAL ENTERPRISES, INC. & SUBS,; AND 5 HOURS TO MIDWEST MEDICAL CENTER. MARY ZATINA DEVOTES APPROXIMATELY 1 HOUR TO OAKWOOD HOME CARE SERVICES.FORM 990, PART VII:
PRIVATE BUSINESS USE:OAKWOOD HEALTHCARE SYSTEM ROUTINELY ENGAGES IN-HOUSE COUNSEL TO REVIEW MANAGEMENT AND SERVICE CONTRACTS.SCHEDULE K, PART III, LINE 3C:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (15 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNATotal IncomeTotalIncomeEOY AssetsEOYAssets
AMBULATORY MEDICAL CLINICS PLLC
15500 LUNDY PARKWAYDEARBORNMI48126320072212AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD GROUP VIII LLC
15500 LUNDY PARKWAYDEARBORNMI48126300326803AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD GROUP VII LLC
15500 LUNDY PARKWAYDEARBORNMI48126300326800AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD CRITICAL CARE LLC
15500 LUNDY PARKWAYDEARBORNMI48126383582590AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD HEALTHCARE GROUP III LLC
15500 LUNDY PARKWAYDEARBORNMI48126383513234AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD YOUTH PROGRAMS LLC
15500 LUNDY PARKWAYDEARBORNMI48126383532225AMBULATORY MEDICAL SERVICESMIN/A
NEUROSOURCE LLC
15500 LUNDY PARKWAYDEARBORNMI48126383532220AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD GROUP IX LLC
15500 LUNDY PARKWAYDEARBORNMI48126383593302AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD AMBULATORY LLC
15500 LUNDY PARKWAYDEARBORNMI48126383593303AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD HEALTHCARE GROUP II LLC
15500 LUNDY PARKWAYDEARBORNMI48126383513233AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD PROFESSIONAL BILLING
15500 LUNDY PARKWAYDEARBORNMI48126383532227AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD CANTON IMAGING LLC
15500 LUNDY PARKWAYDEARBORNMI48126260120158RADIOLOGY SERVICESMIN/A
OAKWOOD INFUSION SERVICES LLC
1633 FAIRLANE CIRCLE SUITE 165ALLEN PARKMI48101311552387HOME INFUSION SERVICESMIN/A2265241271659
OAKWOOD HEALTHCARE GROUP I LLC
15500 LUNDY PARKWAYDEARBORNMI48126383513232AMBULATORY MEDICAL SERVICESMIN/A
OAKWOOD ACCOUNTABLE CARE ORGANIZATION LLC
15500 LUNDY PARKWAYDEARBORNMI48126274627368HEALTHCARE MANAGEMENTMI

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

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

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnership
DEARBORN SCHAEFFER OFFICE COMPANY LLC
ONE TOWNE SQUARE SUITE 1600SOUTHFIELDMI48076262448025REAL ESTATEMIN/AINVESTMENT-55141752994528000.99000
SLEEP APNEA SPECIALTY CENTER LLC
15500 LUNDY PARKWAYDEARBORNMI48126020779595HEALTH CAREMIN/ARELATED85314102523010.30580
MAPLE MILLENNIUM MEDICAL CENTER LLC
5456 MAPLE ROADSTERLING HEIGHTSMI48310900096984AMBULATORY SURGICAL CENTERMIN/ARELATED10000000001.00000

Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
OAKWOOD ENTERPRISES INC
15500 LUNDY PARKWAYDEARBORNMI48126382601930NON-RESIDENTIAL LEASINGMIN/AC8540884307808291.00000
BIOMEDICAL DEVICES INC
15500 LUNDY PARKWAYDEARBORNMI48126382831548INACTIVEMIC1.00000OAKWOOD ENTERPRISES INC
OAKWOOD ASSURANCE COMPANY LTD
980128325REINSURANCEN/AC1.00000BARCLAYS HOUSE 3RD FLOOR SHEDDENGEORGETOWNGRAND CAYMAN, BWICJCJ
MIDWEST MEDICAL CENTER
15500 LUNDY PARKWAYDEARBORNMI48126263683446HEALTH CARE SERVICESMIN/AC2232597359307211.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
OAKWOOD HEALTHCARE FOUNDATION
C4881175CAPITAL CONTRIBUTIONS TO OTHERS
OAKWOOD HEALTHCARE FOUNDATION
B2792043CAPITAL CONTRIBUTIONS TO OTHERS
OAKWOOD HEALTHCARE FOUNDATION
O2760713COST
OAKWOOD HEALTH PROMOTIONS INC
P8680302COST
OAKWOOD HEALTH PROMOTIONS INC
O84092COST
OAKWOOD HOMECARE SERVICES
P2515147COST
OAKWOOD ENTERPRISES INC
J3411821COST
OAKWOOD ENTERPRISES INC
P3684749COST
OAKWOOD ASSURANCE COMPANY LTD
Q5043100COST
OAKWOOD ASSURANCE COMPANY LTD
R5852120COST
OAKWOOD UNITED HOSPITALS INC
Q3763476COST

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferenceSCHEDULE R, PART VReturnReference
ExplanationTRANSACTIONS 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