2024-10-02T13:21:28-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 391966790 OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS 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 23434389 0 X WWW.OAKWOODVILLAGE.NET X 1999 WI OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS. 5 5 0 226 0 0 0 932438 5831529 6311815 124159 225018 0 0 5955688 7469271 0 0 0 0 2126760 2990492 0 0 0 4594547 5270646 6721307 8261138 -765619 -791867 68750239 72452230 80834356 83409518 -12084117 -10957288 OAKWOOD IS A LUTHERAN MINISTRY SERVING GENERATIONS OF AGING ADULTS, ENCOURAGING INDIVIDUALITY, WORTH AND WELL-BEING THROUGHOUT LIFE. 0 0 6514109 0 6311815 PIONEER PRAIRIE AND SETTLERS RIDGE IS MADE UP OF 206 INDEPENDENT APARTMENTS. 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. DURING 2023, THERE WERE 72,798 DAYS OF CARE. 6514109 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 JILL DERR DIRECTOR 2.00 0.00 X 0 0 0 PEDER MOREN CHAIR 2.00 6.00 X X 0 0 0 LOIS SCHULZ VICE CHAIR 2.00 0.00 X X 0 0 0 DAN STEIN TREASURER 2.00 0.00 X X 0 0 0 TOM PIERCE SECRETARY 2.00 0.00 X X 0 0 0 KEVIN HAYDEN INTERIM CEO (THROUGH OCT) 9.00 31.00 X X 0 124712 116 CALVIN WILLIAMS CHAIR, INTERIM CEO (THUR MAR) 9.00 31.00 X X 0 44135 0 LINDA JOHNSON CFO (THROUGH FEB) 9.00 31.00 X 0 70412 5856 JANICE HAMILTON-CRAWFORD PRESIDENT AND CEO 9.00 31.00 X 0 80371 19 CHRISTINE O'DONNELL CHIEF FINANCIAL OFFICER 9.00 31.00 X 0 250310 7889 MARJORIE MURRAY CHIEF OPERATING OFFICER (THRU OCT) 9.00 31.00 X 0 242865 13307 MADELINE WIGER EXECUTIVE DIRECTOR 10.00 30.00 X 0 128054 9597 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 9.00 31.00 X 0 174695 87 JENNIFER MAINA VP OF CLINICAL EXCELLENCE 10.00 30.00 X 0 146850 22231 ANGELA STUDNICKA PHARMACY DIRECTOR 10.00 30.00 X 0 170152 20418 MICHELLE KNUTSON CONTROLLER 10.00 30.00 X 0 161607 13221 KIMBERLY GOCHANOUR EXECUTIVE DIRECTOR 10.00 30.00 X 0 150555 22762 SUSAN HUSOM HOSPICE CLINICAL DIRECTOR 10.00 30.00 X 0 141626 21180 0 1886344 136683 0 0 1 0 0 191686 740752 932438 RESIDENT SERVICE FEES 812900 5812496 5812496 ENTRANCE FEES 812900 499319 499319 6311815 394370 394370 15795546 220 15965118 0 -169572 220 -169352 -169352 7469271 6311815 0 225018 262737 236463 26274 1990671 1417938 572733 45250 29871 15379 524064 326773 197291 167770 121182 46588 83306 83306 46912 46912 369239 141033 228206 126045 57882 68163 268408 232449 35959 185372 6544 178828 845759 809982 35777 2200 2022 178 1101844 1101838 6 1932456 1852332 80124 125660 25 125635 DINING FOOD COST 115199 115123 76 GRANTS AND OUTREACH 72634 72634 PHARMACY 2884 2884 OPERATING & MEDICAL SUP -7272 -9982 2710 8261138 6514109 1747029 0 700 700 434145 786090 70207 62557 33419584 21914515 12593646 11505069 19312833 21030187 36338708 39067627 68750239 72452230 1409 8197 32603903 31874634 48229044 51526687 80834356 83409518 X -12216227 -11083748 132110 126460 -12084117 -10957288 68750239 72452230 X -791867 1924346 -5650 X 0 1 X 1 0 X 45959 96563 52 932438 1075012 4598994 4963775 4886248 5831529 6311815 26592361 4644953 5060338 4886300 5831529 7244253 27667373 12008 21016 59854 62841 75964 231683 0 12008 21016 59854 62841 75964 231683 27435690 421825 413748 387059 364619 394370 1981621 421825 413748 387059 364619 394370 1981621 5066778 5474086 5273359 6196148 7638623 29648994 0.92530 0.91710 0.06680 0.07660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132110 5817 105544 117011 126460 124894 4270 3012 66 132110 59900 2406 56038 -6550 124894 60189 20 477 786 59900 98377 2332 4596 45116 60189 0.51964 0.32492 0.15544 0 1 1 1239843 1239843 25982713 18651095 7331618 1032685 590521 442164 5164020 2672899 2491121 323 323 11505069 INVESTMENT IN NET ASSETS OF FOUNDATION 126460 DUE FROM RELATED PARTIES 38941167 39067627 WAIT LIST DEPOSITS 2553216 NET NON-REFUNDABLE DEPOSITS 3271315 REFUNDABLE ENTRANCE FEE 45702156 51526687 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 33181051 REFUND SERIES 2018, 2016 BONDS AND FUND NEW FACILITY 0 0 0 A 729269 33181051 1679482 381023 1384 657142 21979669 8482349 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 OF THE FORM 990 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 XI, LINE 9: ADJUSTMENT TO INTEREST IN NET ASSETS OF FOUNDATION -5,650. 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 HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 391966791 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 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