2026-09-18T11:44:46-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2025-01-01 391966790 OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS 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 16722503 0 X WWW.OAKWOODVILLAGE.NET X 1999 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 0 327 0 0 230599 95321 7354542 7939543 940733 986814 0 0 8525874 9021678 0 0 0 0 2964722 3208084 0 0 0 5273853 5089184 8238575 8297268 287299 724410 76007293 80513521 86181714 88236813 -10174421 -7723292 OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS IS CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION AND PURPOSE. 0 0 6329530 7939543 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 2025, THERE WERE 73,243 DAYS OF CARE. 6329530 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 LOIS SCHULZ DIRECTOR 2.00 0.00 X 0 0 0 ED GRYS TREASURER 2.00 0.00 X X 0 0 0 JILL DERR SECRETARY 2.00 0.00 X X 0 0 0 STEVE FREI DIRECTOR 2.00 0.00 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 0.00 40.00 X 0 187592 950 0 2039670 131060 0 0 1 0 0 95321 95321 RESIDENT SERVICE FEES 812900 7301960 7301960 ENTRANCE FEES 812900 637583 637583 7939543 865344 865344 7822295 7700825 121470 121470 121470 9021678 7939543 0 986814 251835 193912 57923 2207328 1395295 812033 55711 30404 25307 519017 266247 252770 174193 117459 56734 24623 24623 30982 642 30340 39829 39829 209170 10023 199147 92889 46718 46171 120663 104015 16648 212062 72379 139683 814922 802636 12286 4498 1158 3340 1149461 1139371 10090 1991879 1935073 56806 186335 3521 182814 DINING FOOD COST 220206 220206 OPERATING & MEDICAL SUP 20753 19559 1194 GRANTS AND OUTREACH -29088 -29088 8297268 6329530 1967738 0 700 700 406267 668622 57827 54797 53197 0 34629376 25590730 10351381 9038646 23401770 25457913 41736151 45292843 76007293 80513521 0 17673 3373766 3603937 31291719 30694993 51516229 53920210 86181714 88236813 X -10300704 -7866477 126283 143185 -10174421 -7723292 76007293 80513521 X 724410 1709817 16902 X 0 1 X 1 0 X 52 932438 230599 95321 1258410 4886248 5831529 6311815 7354542 7939543 32323677 4886300 5831529 7244253 7585141 8034864 33582087 21553 21954 21839 26066 91412 0 21553 21954 21839 26066 91412 33490675 387059 364619 394370 499884 865344 2511276 387059 364619 394370 499884 865344 2511276 5273359 6196148 7638623 8085025 8900208 36093363 0.92790 0.93350 0.06960 0.06310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126283 7105 22761 12964 143185 126460 92 -259 10 126283 132110 5817 105544 117011 126460 124894 4270 3012 66 132110 59900 2406 56038 -6550 124894 0.63555 0.30077 0.06368 0 1 1 1239843 1239843 27133530 21275339 5858191 6230280 4315391 1914889 25723 25723 9038646 INVESTMENT IN NET ASSETS OF FOUNDATION 143185 DUE FROM RELATED PARTIES 45149658 45292843 WAIT LIST DEPOSITS 5338890 REFUNDABLE ENTRANCE FEE 48581320 53920210 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 33181051 REFUND SERIES 2018, 2016 BONDS AND FUND NEW FACILITY 0 0 0 A 1908910 33181051 1679482 381023 1384 657142 21979669 8482349 1 0 1 1 A 0 1 0 0 0.00290 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: ADJUSTMENT TO INTEREST IN NET ASSETS OF FOUNDATION 16,902. 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