2024-10-02T13:21:43-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 391966791 OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC OAKW 6082304699 6165 MINERAL POINT ROAD MADISON WI 53705 CHRISTINE O'DONNELL CHIEF FINANCIAL OFFICER 6082304699 2024-09-23 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2024-09-23 2023 2024-10-15 13:58:12Z CHRISTINE O'DONNELL 6165 MINERAL POINT ROAD MADISON WI 53705 22632464 0 X WWW.OAKWOODVILLAGE.NET X 1999 WI OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS. 5 5 0 209 0 0 644016 3829008 16481690 17398978 54072 100132 0 0 17179778 21328118 0 0 0 0 11273362 11991139 0 0 0 9436217 10580824 20709579 22571963 -3529801 -1243845 57855936 58907414 55289638 56762251 2566298 2145163 OAKWOOD IS A LUTHERAN MINISTRY SERVING GENERATIONS OF AGING ADULTS, ENCOURAGING INDIVIDUALITY, WORTH AND WELL-BEING THROUGHOUT LIFE. 0 0 8289955 0 7427423 NURSING CARE - THIS MINISTRY CONSISTS OF A 40 BED SKILLED NURSING FACILITY PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, LIFE ENRICHMENT ACTIVITIES. PAYER SOURCES FOR THESE RESIDENT DAYS INCLUDED PRIVATE PAY, MEDICARE, MANAGED CARE, AND MEDICAID. SOME OF THESE PAYER SOURCES DO NOT COVER THE FULL COST OF CARE. HOUSEKEEPING, LAUNDRY, PLAN OPERATIONS/MAINTENANCE, PHARMACY AND REHABILITATION SERVICES ARE ALSO PROVIDED AS PART OF THE OVERALL SERVICES RENDERED. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. DURING 2023, THERE WERE 10,850 DAYS OF CARE. 8140080 0 7293141 ASSISTED LIVING & DEMENTIA CARE - THIS MINISTRY IS A COMMUNITY BASED RESIDENTIAL FACILITY WITH FOUR DISTINCT PROGRAMS TOTALLING 93 UNITS. DURING 2023, THERE WERE 30,861 DAYS OF CARE. ASSISTED LIVING (OAKWOOD SEASONS AND THE RISE), MILD TO MODERATE DEMENTIA CARE (OAKWOOD KNOLL), AND DEMENTIA CARE WITH OTHER PHYSICAL IMPAIRMENTS (OAKWOOD MEADOWS). PAYER SOURCES FOR THESE RESIDENTS INCLUDE PRIVATE PAY AND LIMITED MEDICAID-TYPE PROGRAMS. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. THE SERVICES PROVIDED INCLUDE NURSING, RESIDENT ASSISTANCE, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, LIFE ENRICHMENT ACTIVITIES AND PASTORAL CARE. 2989452 0 2678414 INDEPENDENT LIVING - GRASSLANDS CONSISTS OF 71 INDEPENDENT LIVING UNITS. DURING 2023, THERE WERE 25,678 DAYS OF CARE. RESIDENTS HAVE CONTINUING CARE CONTRACTS IN CONJUNCTION WITH UNIT OCCUPANCY. PRICING WAS DEVELOPED TO SERVE RESIDENTS THAT COME FROM A MODEST MIDDLE INCOME PRIMARY MARKET. SERVICES INCLUDE: DAILY CHECK INS, HOUSEKEEPING, AND MAINTENANCE. THERE IS A FULL-TIME SOCIAL WORKER, TRANSPORTATION SERVICES AND LIFE ENRICHMENT ACTIVITIES FOR ALL PHYSICAL AND MENTAL CAPABILITIES AS WELL AS A SECURE ENVIRONMENT WITH NURSING STAFF AVAILABLE AS NEEDED. RESIDENTS RECEIVE PRIORITY ACCESS TO ASSISTED LIVING, SKILLED NURSING AND THERAPY SERVICES IF NEEDED. 19419487 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CHRISTINE O'DONNELL 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 PEDER MOREN CHAIR 2.00 6.00 X X 0 0 0 MARTHA JO CHURCH VICE CHAIR 2.00 0.00 X X 0 0 0 BARBARA GESSNER VICE CHAIR (THROUGH MAY) 2.00 0.00 X X 0 0 0 TOM RIVERS TREASURER 2.00 0.00 X X 0 0 0 BOB NICHOLSON SECRETARY 2.00 0.00 X X 0 0 0 WENDY MOLASKA DIRECTOR (THROUGH MAY) 2.00 0.00 X 0 0 0 CALVIN WILLIAMS DIRECTOR, INTERIM CEO (THUR MAR) 10.00 30.00 X X 0 44135 0 KEVIN HAYDEN INTERIM CEO (THROUGH OCT) 10.00 30.00 X X 0 124712 116 LINDA JOHNSON CFO (THROUGH FEB) 10.00 30.00 X 0 70412 5856 JANICE HAMILTON-CRAWFORD PRESIDENT AND CEO 10.00 30.00 X 0 80371 19 CHRISTINE O'DONNELL CHIEF FINANCIAL OFFICER 10.00 30.00 X 0 250310 7889 MARJORIE MURRAY CHIEF OPERATING OFFICER (THRU OCT) 10.00 30.00 X 0 242865 13307 MADELINE WIGER EXECUTIVE DIRECTOR 10.00 30.00 X 0 128054 9597 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 10.00 30.00 X 0 174695 87 ANGELA STUDNICKA PHARMACY DIRECTOR 10.00 30.00 X 0 170152 20418 JENNIFER MAINA VP OF CLINICAL EXCELLENCE 10.00 30.00 X 0 146850 22231 KIMBERLY GOCHANOUR EXECUTIVE DIRECTOR 10.00 30.00 X 0 150555 22762 MICHELLE KNUTSON CONTROLLER 10.00 30.00 X 0 161607 13221 SUSAN HUSOM HOSPICE CLINICAL DIRECTOR 10.00 30.00 X 0 141626 21180 0 1886344 136683 0 0 1 0 0 1716252 2112756 3829008 RESIDENT SERVICE FEES 812900 17123442 17123442 AMORTIZATION OF ENTRANCE FEES 812900 235794 235794 39742 39742 17398978 179617 179617 1224486 375 1304346 0 -79860 375 -79485 -79485 21328118 17398978 0 100132 X 288107 259296 28811 9050983 8016409 1034574 185555 157544 28011 1770756 1357792 412964 695738 613656 82082 148106 148106 23496 23496 2904676 2431295 473381 210523 94212 116311 305725 244497 61228 342112 37621 304491 1117263 1056346 60917 2998 2695 303 447085 447079 6 2868525 2714304 154221 214634 715 213919 DINING FOOD COST 1077912 1077782 130 OPERATING/MEDICAL SUPLI 423318 418704 4614 PHARMACY 302777 297866 4911 OUTREACH 123674 123674 68000 68000 22571963 19419487 3152476 0 16400 9740 16960 60938 868274 952450 37925 47768 29717 158520 79827583 24271625 55620955 55555958 754470 1630281 511235 491759 57855936 58907414 50627 97793 13228917 12933024 42010094 43731434 55289638 56762251 X 2055063 1653404 511235 491759 2566298 2145163 57855936 58907414 X -1243845 856586 -33876 X 0 1 X 1 0 X 1176387 158653 182308 644016 3829008 5990372 11855548 14289735 14200394 16481690 17398978 74226345 13031935 14448388 14382702 17125706 21227986 80216717 19716 21222 26193 29369 96500 0 19716 21222 26193 29369 96500 80120217 86027 214727 197379 175006 179617 852756 86027 214727 197379 175006 179617 852756 13117962 14663115 14580081 17300712 21407603 81069473 0.98830 0.98930 0.01050 0.00950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 511235 20052 363817 403345 491759 761003 2280 -104260 147788 511235 728154 1216 28322 -3311 761003 711581 1125 27399 11951 728154 585983 7671 151153 33226 711581 0.51964 0.32492 0.15544 0 1 1 1082017 1082017 71204678 19808865 51395813 766693 545285 221408 5751792 3917475 1834317 1022403 1022403 55555958 ENTRANCE FEES 21225501 DUE TO OTHER OAKWOOD ENTITIES 22505933 43731434 PART V, LINE 4: THE FUNDS ARE HELD BY OAKWOOD FOUNDATION FOR PROGRAMS INTENDING TO PROVIDE CONTINUING CARE, EDUCATION, PASTORAL CARE, AND GENERAL PURPOSES. 0 0 0 0 0 0 0 0 0 CHRISTINE O'DONNELL CHIEF FINANCIAL OFFICER 0 250310 0 0 0 0 0 7309 0 580 0 258199 0 0 MARJORIE MURRAY CHIEF OPERATING OFFICER (THRU OCT) 0 242865 0 0 0 0 0 3311 0 9996 0 256172 0 0 ANGELA STUDNICKA PHARMACY DIRECTOR 0 170152 0 0 0 0 0 6765 0 13653 0 190570 0 0 MICHELLE KNUTSON CONTROLLER 0 161607 0 0 0 0 0 4927 0 8294 0 174828 0 0 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 0 174695 0 0 0 0 0 0 0 87 0 174782 0 0 KIMBERLY GOCHANOUR EXECUTIVE DIRECTOR 0 150555 0 0 0 0 0 5243 0 17519 0 173317 0 0 JENNIFER MAINA VP OF CLINICAL EXCELLENCE 0 146850 0 0 0 0 0 4550 0 17681 0 169081 0 0 SUSAN HUSOM HOSPICE CLINICAL DIRECTOR 0 141626 0 0 0 0 0 1640 0 19540 0 162806 0 0 PART I, LINE 3 IT IS THE POLICY OF THE ORGANIZATION TO REVIEW THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) AS PART OF AN ANNUAL PERFORMANCE REVIEW PROCESS. BIENNIALLY, HUMAN RESOURCES WILL CONTRACT WITH AN INDEPENDENT THIRD PARTY TO CONDUCT A MARKET-BASED ANALYSIS AND BENCHMARK OF CEO COMPENSATION THAT UTILIZES DATA FROM REGIONAL ORGANIZATIONS OF SIMILAR SIZE. THIS ANALYSIS WAS LAST PERFORMED IN 2023 PRIOR TO THE HIRING OF THE CURRENT CEO. THE BENCHMARK DATA IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. THE DECISIONS, PROCESS FOR DECISION-MAKING, AND COMMITTEE MEMBERS ARE DOCUMENTED. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97712JEE9 2021-12-29 13463078 REFUND SERIES 2016, 2018 BONDS AND FUND NEW FACILITY 0 0 0 A 295893 13463078 681443 154598 562 266633 8918162 3441679 1 0 1 1 A 0 1 0 0 0.00200 0.00200 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/10/2023 FORM 990, PART V, LINE 2A ALL EMPLOYEES RESIDE IN OAKWOOD VILLAGE UNIVERSITY WOODS HOMES. EMPLOYEES CHARGE THEIR TIME TO THE ENTITY THAT THEY ARE PERFORMING SERVICES IN. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B CONTROLLER, CFO AND BOARD MEMBERS DO A THOROUGH REVIEW BEFORE FILING WITH THE IRS FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO AND DISCUSSED WITH NEW BOARD MEMBERS DURING BOARD ORIENTATION. ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IF A CONFLICT OF INTEREST EXISTS OR IS PERCEIVED TO EXIST, THE INDIVIDUAL IN QUESTION SHOULD DISCLOSE THE CONFLICT BEFORE THE BOARD TAKES ANY ACTION ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,431,295. MANAGEMENT AND GENERAL EXPENSES 473,381. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,904,676. FORM 990, PART XI, LINE 9: ADJUSTMENT TO INTEREST IN NET ASSETS OF FOUNDATION -19,476. PHARMACY ADJUSTMENT -14,400. OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 390790565 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 237401541 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 391966790 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD FOUNDATION INC 6201 MINERAL POINT RD MADISON WI 53705 391398037 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 7 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 6201 MINERAL POINT RD MADISON WI 53705 831096645 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0