2026-09-18T11:44:30-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2025-01-01 237401541 OAKWOOD VILLAGE UNIVERSITY WOODS APARTME NTS INC OAKW 6082304699 6165 MINERAL POINT ROAD MADISON WI 53705 PHILIP SMART CHIEF FINANCIAL OFFICER 6082304699 2026-09-16 1 KRISTEN DONLEVY P01670215 4144761880 2026-09-16 2025 PHILIP SMART 6165 MINERAL POINT ROAD MADISON WI 53705 29441195 0 X WWW.OAKWOODVILLAGE.NET X 1974 WI OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS. WE ARE CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION, AND PURPOSE. 5 5 0 493 0 0 570245 611598 15118229 16036594 1423822 1654133 0 0 17112296 18302325 0 0 0 0 7088707 8722098 0 0 0 8535955 9796101 15624662 18518199 1487634 -215874 71215018 76128746 107554917 110047532 -36339899 -33918786 OAKWOOD IS CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION, AND PURPOSE. 0 0 10332412 10413285 THE OAKS, HERITAGE OAKS AND TOWER ARE 90, 125 AND 10 UNIT INDEPENDENT LIVING APARTMENT HOMES FOR THE ELDERLY. RESIDENTS RECEIVE DAILY CHECK INS, OPTIONAL HOUSEKEEPING, AND MAINTENANCE. THERE IS A FULL TIME SOCIAL WORKER, TRANSPORTATION SERVICES, AND LIFE ENRICHMENT ACTIVITIES FOR ALL PHYSICAL AND MENTAL CAPABILITIES. RESIDENTS RECEIVE PRIORITY ACCESS TO ASSISTED LIVING, SKILLED NURSING AND THERAPY SERVICES IF NEEDED. 10 UNITS OF THE TOWER ARE OPERATED UNDER SECTION 8 OF THE HOUSING LAW FOR LOW INCOME ELDERLY. THE RESIDENTS THAT QUALIFY FOR THE HUD PROGRAM HAVE THE SAME CONTINUING CARE SERVICES AS MARKET RATE RESIDENTS. DURING 2025, THERE WERE 81,349 DAYS OF CARE. 4711513 5623309 TABOR OAKS IS A 60 BED ASSISTED LIVING FACILITY THAT PROVIDED CARE TO AGING RESIDENTS THAT REQUIRE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. SERVICES INCLUDE 3 MEALS PER DAY, 24/7 NURSING CARE, LIFE ENRICHMENT ACTIVITIES, TRANSPORTATION, MEDICATION MANAGEMENT, PASTORAL CARE AND AVAILABILITY TO REHABILITATION SERVICES IF NEEDED. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. DURING 2025, THERE WERE 21,298 DAYS OF CARE. 15043925 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 PHILIP SMART 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 KEVIN HAYDEN CHAIR 2.00 6.00 X X 0 0 0 TOM HANSON DIRECTOR 2.00 0.00 X 0 0 0 WYNN DAVIES DIRECTOR 2.00 0.00 X 0 0 0 BISHOP JOY MORTENSEN-WIEBE DIRECTOR 2.00 0.00 X 0 0 0 FAYE WHITAKER SECRETARY 2.00 0.00 X X 0 0 0 JANICE HAMILTON-CRAWFORD CEO 9.00 31.00 X 0 521118 26547 CHRISTINE O'DONNELL CFO 9.00 31.00 X 0 274858 10298 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 9.00 31.00 X 0 266859 19585 MARY BARROS VP CAPITAL PROJECTS AND FACILITIES 10.00 30.00 X 0 207363 3949 MUSA SUWAREH REGISTERED NURSE 0.00 40.00 X 0 196824 1011 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 10.00 30.00 X 0 193232 24596 ANGELA STUDNICKA PHARMACY DIRECTOR 10.00 30.00 X 0 191824 44124 AMBER DONOVAN ED OF UW 20.00 20.00 X 0 187592 950 0 2039670 131060 0 0 1 0 0 611598 611598 RESIDENT SERVICE FEES 812900 15308073 15308073 ENTRANCE FEES 812900 728521 728521 16036594 1468672 1468672 11324331 11138870 185461 185461 185461 18302325 16036594 0 1654133 251835 193912 57923 6635285 5161323 1473962 177823 131997 45826 1166295 719518 446777 490860 390812 100048 43422 43422 53706 203 53503 68694 68694 452955 101737 351218 163173 81753 81420 346275 316977 29298 372370 126048 246322 1863926 1842261 21665 9004 3115 5889 1770029 1752236 17793 3087287 2981261 106026 343240 20858 322382 DINING FOOD COST 759668 759668 PILOT 212996 212996 OPERATING/MEDICAL SUPPL 127431 125325 2106 GRANTS AND OUTREACH 121925 121925 18518199 15043925 3474274 0 400 400 525568 967964 144129 147211 40 0 77766416 55800481 23179144 21965935 30273722 36855402 17092015 16191834 71215018 76128746 96538 82520 4405522 4409821 27411743 26888999 75641114 78666192 107554917 110047532 X -36715184 -34363811 375285 445025 -36339899 -33918786 71215018 76128746 X -215874 2567250 69737 X 0 1 X 1 0 X 70338 72411 2045282 570245 611598 3369874 10365344 12111592 13241287 15118229 16036594 66873046 10435682 12184003 15286569 15688474 16648192 70242920 78885 66800 64664 118196 328545 0 78885 66800 64664 118196 328545 69914375 651673 578444 589452 748962 1468672 4037203 651673 578444 589452 748962 1468672 4037203 11087355 12762447 15876021 16437436 18116864 74280123 0.94120 0.94710 0.05440 0.04730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 375285 29320 93913 53493 445025 415795 20978 -59216 2272 375285 381969 -34825 -631860 -700511 415795 340482 24548 17318 379 381969 268644 2660 61939 -7239 340482 0.63555 0.30077 0.06368 0 1 1 750286 750286 65693177 49009017 16684160 11322799 6791464 4531335 154 154 21965935 INVESTMENT IN OFI 445025 DUE FROM RELATED PARTY 15746809 16191834 WAIT LIST DEPOSITS 2217469 ASSET RETIREMENT OBLIGATION 2550000 REFUNDABLE LIFE LEASE DEPOSITS 73898723 78666192 PART V, LINE 4: THE FUNDS ARE HELD AND MANAGED 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 JANICE HAMILTON-CRAWFORD CEO 0 499808 0 0 0 21310 0 12250 0 14297 0 547665 0 0 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 0 264402 0 0 0 2457 0 8885 0 10700 0 286444 0 0 CHRISTINE O'DONNELL CFO 0 261274 0 12024 0 1560 0 9198 0 1100 0 285156 0 0 ANGELA STUDNICKA PHARMACY DIRECTOR 0 185253 0 6511 0 60 0 17838 0 26286 0 235948 0 0 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 0 183513 0 6500 0 3219 0 6563 0 18033 0 217828 0 0 MARY BARROS VP CAPITAL PROJECTS AND FACILITIES 0 194567 0 12400 0 396 0 2622 0 1327 0 211312 0 0 MUSA SUWAREH REGISTERED NURSE 0 195674 0 1150 0 0 0 810 0 201 0 197835 0 0 AMBER DONOVAN ED OF UW 0 180731 0 6739 0 122 0 0 0 950 0 188542 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97712JEE9 2021-12-29 29066866 REFUND SERIES 2018, 2016 BONDS AND FUND NEW FACILITY 0 0 0 A 1672248 29066866 1471240 333779 1213 575662 19254366 7430606 1 0 1 1 A 0 1 0 0 0.00290 0.00000 0.00290 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 AUDIT FINANCE AND INSURANCE COUNCIL OF THE OAKWOOD BOARD OF DIRECTORS DO A THOROUGH REVIEW OF THE FORM 990 BEFORE FILING WITH THE IRS. THE DRAFT RETURN IS SHARED WITH ALL BOARD MEMBERS PRIOR TO ITS FILING. 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: CHANGE IN INVESTMENT IN FOUNDATION 69,737. OAKWOOD VILLAGE UNIVERISTY 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 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 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 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