Nonprofit · EIN 39-1398037
OAKWOOD FOUNDATION INC
Tax-exempt · MADISON, WI 53705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,075,088 | $2,510,285 | $564,803 | $20,379,832 | $1,319,571 | $19,060,261 |
| December 31, 2024 | 990 | $2,997,862 | $2,539,655 | $458,207 | $18,264,383 | $721,171 | $17,543,212 |
| December 31, 2023 | 990 | $3,296,677 | $4,982,031 | -$1,685,354 | $16,778,416 | $781,159 | $15,997,257 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,768,522
- Program service revenue
- $0
- Investment income
- $1,306,566
- Net gain from sales of assets
- $854,097
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,114,309
- Compensation of officers, directors and key employees
- $236,346
- Salaries, compensation and benefits (total)
- $255,903
- Professional fundraising fees
- $0
- Accounting fees
- $6,067
- Travel
- $948
- Program services (functional)
- $2,114,309
- Management and general (functional)
- $67,107
- Fundraising (functional)
- $328,869
Balance sheet and other
- Total assets, start of year
- $18,264,383
- Total assets, end of year
- $20,379,832
- Total liabilities, end of year
- $1,319,571
- Net assets, end of year
- $19,060,261
- Publicly traded securities
- $19,053,194
- Net assets without donor restrictions
- $12,390,120
- Net assets with donor restrictions
- $6,670,141
- Gross receipts
- $8,311,708
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1981
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANICE HAMILTON-CRAWFORD | CEO Officer | 2 | $0 | $521,118 | $26,547 |
| SUSAN RAFFERTY | CHIEF HUMAN RESOURCES OFFI Key employee | 2 | $0 | $266,859 | $19,585 |
| CHRISTINE O'DONNELL | CFO Officer | 2 | $0 | $274,858 | $10,298 |
| DAVID MOSSNER | EXECUTIVE DIRECTOR Officer | 40 | $0 | $104,788 | $28,577 |
| AIMME GRANGER | CHEIF DEVELOPMENT OFFICER Officer | 40 | $0 | $51,012 | $6,146 |
| SARAH KRUGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DONNA ULTEIG | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROD NORDBY | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LORI WERBECKES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DONNA BEESTMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLIE BUNGE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DENIS VOGEL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANICE HAMILTON-CRAWFORD | CEO Officer | 2 | $0 | $631,276 | $13,399 |
| SUSAN RAFFERTY | CHIEF HUMAN RESOURCES OFFICER Key employee | 2 | $0 | $342,482 | $16,092 |
| CHRISTINE O'DONNELL | CFO Officer | 2 | $0 | $301,893 | $8,649 |
| DAVID MOSSNER | EXECUTIVE DIRECTOR Officer | 40 | $0 | $108,974 | $28,726 |
| SARAH KRUGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DONNA ULTEIG | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROD NORDBY | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LORI WERBECKES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUE ULLSVIK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ED YOUNG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BARB MCCARTHY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DONNA BEESTMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLIE BUNGE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTINE O'DONNELL | CFO Officer | 2 | $0 | $250,310 | $7,889 |
| MARJORIE MURRAY | CHIEF OPERATING OFFICER (THROUGH OCT) Key employee | 2 | $0 | $242,865 | $13,307 |
| SUSAN RAFFERTY | CHIEF HUMAN RESOURCES OFFICER Key employee | 2 | $0 | $174,695 | $87 |
| KEVIN HAYDEN | INTERIM CEO (THROUGH OCT) Officer | 2 | $0 | $124,712 | $116 |
| DAVE MOSSNER | EXECUTIVE DIRECTOR Officer | 40 | $0 | $94,187 | $23,719 |
| JANICE HAMILTON-CRAWFORD | PRESIDENT AND CEO Officer | 2 | $0 | $80,371 | $19 |
| LINDA JOHNSON | CFO (THROUGH FEB) Officer | 2 | $0 | $70,412 | $5,856 |
| CALVIN WILLIAMS | INTERIM CEO (THROUGH MAR) Officer | 2 | $0 | $44,135 | $0 |
| SARAH KRUGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DONNA ULTEIG | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROD NORDBY | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LORI WERBECKES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUE ULLSVIK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ED YOUNG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KARL WELLENSIEK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BARB MCCARTHY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6201 MINERAL POINT RD, MADISON, WI 53705-4503
- Principal officer (990 for 2025)
- PHILIP SMART, 6201 MINERAL POINT ROAD, MADISON, WI 53705
- Signed the 990
- PHILIP SMART, CHIEF FINANCIAL OFFICER
- Phone
- (608) 230-4699
- Website
- WWW.OAKWOODVILLAGE.NET
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MISSION OF OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS.
Program accomplishments
- PROVIDE FUNDING TO 501(C)(3) ORGANIZATIONS IN ORDER TO SERVE THESE PRIORITY NEEDS: BENEVOLENCE FOR OLDER ADULTS WHO CANNOT AFFORD TO PAY THE FULL COST OF CARE; FUNDING FOR CAPITAL ENHANCEMENTS AND PROGRAMS THAT SUPPORT INDEPENDENCE AND ENHANCE QUALITY OF LIFE; AND SPIRITUAL VITALITY.Expenses $2,114,309 · grants $2,114,309
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1398037
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E90Z)
- Assets (IRS master file)
- $20,379,832
- Income (IRS master file)
- $8,311,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,075,088 | $2,510,285 | $20,379,832 | XML |
| 990 | December 2024 | $2,997,862 | $2,539,655 | $18,264,383 | XML |
| 990 | December 2023 | $3,296,677 | $4,982,031 | $16,778,416 | XML |
| 990 | December 2022 | $1,672,682 | $6,327,106 | $21,507,552 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1398037).
Questions about OAKWOOD FOUNDATION INC
- What is the EIN of OAKWOOD FOUNDATION INC?
- The employer identification number (EIN) of OAKWOOD FOUNDATION INC is 39-1398037.
- Is OAKWOOD FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to OAKWOOD FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKWOOD FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAKWOOD FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKWOOD FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OAKWOOD FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names PHILIP SMART.
- Who are the officers and directors of OAKWOOD FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does OAKWOOD FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,075,088, expenses of $2,510,285 and total assets of $20,379,832 at year end.
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