2023-10-16T15:42:49-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-01-01 391398037 OAKWOOD FOUNDATION INC OAKW 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 CHRISTINE O'DONNELL CHIEF FINANCIAL OFFICER 6082304699 2023-10-12 1 CHRISTINE ODONNELL 999009999 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2023-10-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE O'DONNELL 6201 MINERAL POINT ROAD MADISON WI 53705 9650542 0 X WWW.OAKWOODVILLAGE.NET X 1981 WI 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. 8 8 0 8 0 0 1548310 1211797 0 0 2106685 460885 0 0 3654995 1672682 1553042 5990994 0 0 199703 202293 0 0 229084 -30936 133819 1721809 6327106 1933186 -4654424 25308403 21507552 765083 5380722 24543320 16126830 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. 0 0 5990994 5990994 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. 5990994 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X CHRISTINE O'DONNELL 6082304466 6201 MINERAL POINT ROAD MADISON WI 53705 SARAH KRUGER CHAIR 2.00 X X 0 0 0 DONNA ULTEIG VICE CHAIR 2.00 X X 0 0 0 ROD NORDBY TREASURER 2.00 X X 0 0 0 LORI WERBECKES SECRETARY 2.00 X X 0 0 0 SUE ULLSVIK DIRECTOR 2.00 X 0 0 0 ED YOUNG DIRECTOR 2.00 X 0 0 0 KARL WELLENSIEK DIRECTOR 2.00 X 0 0 0 BARB MCCARTHY DIRECTOR 2.00 X 0 0 0 REGINALD HISLOP III PRESIDENT/CEO 2.00 38.00 X 0 371107 16371 LINDA JOHNSON CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 210427 23512 CHRISTINE O'DONNELL DIRECTOR OF FINANCE 2.00 38.00 X 0 152878 3159 KEITH VANLANDUYT EXECUTIVE DIRECTOR 16.00 24.00 X 0 169017 21283 0 903429 64325 0 0 1 0 0 1211797 14637 1211797 417950 417950 8020795 7977860 42935 42935 42935 1672682 0 0 460885 5990994 5990994 114992 11499 103493 55380 5538 49842 5381 538 4843 14324 1432 12892 12216 1222 10994 1062 106 956 77438 77438 43119 5721 37398 2443 2342 101 1192 1192 DONOR APPRECIATION 7495 7495 FOREIGN INVESTMENT TAX 1070 1070 6327106 5990994 107028 229084 869827 455665 73000 66000 24365576 20985887 25308403 21507552 14715 23917 4000000 750368 1356805 765083 5380722 X 16726525 9655878 7816795 6470952 24543320 16126830 25308403 21507552 -4654424 -3762066 0 X 0 1 X 1 0 X 1186855 1781911 2071542 1548310 1211797 7800415 1186855 1781911 2071542 1548310 1211797 7800415 882571 6917844 400554 350365 346740 379385 417950 1894994 9695409 0.71350 0.71950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3500 0 X 0 19452103 72718 -3324660 4712678 11487483 16016969 127189 2961771 -346174 19452103 14327407 114708 2793203 1218349 16016969 12248324 126974 2502109 550000 14327407 13535467 121501 -908644 500000 12248324 0.58247 0.30658 0.11095 0 0 0 DONOR ANNUITY RESERVES 180118 DUE TO OAKWOOD LUTHERAN HOMES ASSOCIATION 1176687 1356805 -2089384 -3762066 -3762066 1672682 0 1672682 6327106 0 6327106 0 6327106 PART III, LINE 4: AN ORIGINAL ART PIECE OF REEDS AND ICE WAS DONATED TO THE FOUNDATION AND IS CURRENTLY BEING USED FOR PUBLIC EXHIBIT IN OAKWOOD VILLAGE PRAIRIE RIDGE PIONEER PRAIRIE LOBBY. THE ART IS BEING KEPT TO HELP BEAUTIFY THE OAKWOOD RETIREMENT FACILITY. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS WERE ESTABLISHED FOR PROGRAMS INTENDED TO PROVIDE CONTINUING CARE, EDUCATION, AND PASTORAL CARE. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 335872 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 120750 0 0 0 0 0 0 456622 0 456622 1 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC 6165 MINERAL POINT ROAD MADISON WI 53705 390790565 501(C)(3) 5150336 0 GENERAL OPERATIONS OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT ROAD MADISON WI 53705 237401541 501(C)(3) 72411 0 GENERAL OPERATIONS OAKWOOD VILLAGE PRAIRE RIDGE HOMES INC 6165 MINERAL POINT ROAD MADISON WI 53705 391966791 501(C)(3) 644016 0 GENERAL OPERATIONS 3 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MAKE GRANTS TO INDIVIDUALS BUT ONLY TO OTHER PUBLICALLY SUPPORTED IRC SEC 501(C)(3) PUBLIC CHARITIES WITH PURPOSES SIMILAR TO THE FOUNDATIONS MISSION. THE GRANTS ARE MONITORED BY THE FOUNDATION DIRECTOR, FOUNDATION STAFF, AND THE FOUNDATION BOARD. 0 0 0 0 0 0 0 0 0 REGINALD HISLOP III PRESIDENT/CEO 0 371107 0 0 0 0 0 0 0 16371 0 387478 0 0 LINDA JOHNSON CHIEF FINANCIAL OFFICER 0 210427 0 0 0 0 0 7296 0 16216 0 233939 0 0 KEITH VANLANDUYT EXECUTIVE DIRECTOR 0 169017 0 0 0 0 0 20500 0 783 0 190300 0 0 CHRISTINE O'DONNELL DIRECTOR OF FINANCE 0 152878 0 0 0 0 0 2741 0 418 0 156037 0 0 PART I, LINE 3 IT IS THE POLICY OF THE COMPANY TO REVIEW THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) AS PART OF AN ANNUAL PERFORMANCE EVALUATION PROCESS. BI-ANNUALLY, THE VICE PRESIDENT OF HUMAN RESOURCES USES AN INDEPENDENT AGENCY TO CONDUCT A COMPARABILITY REVIEW USING DATA FROM REGIONAL ORGANIZATIONS WITH SIMILAR BUDGET SIZE. THIS MARKET ANALYSIS WAS LAST PERFORMED IN 2021. THE BENCHMARK DATA IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. THE DECISIONS, PROCESS FOR DECISION MAKING AND COMMITTEE MEMBERS ARE ALL DOCUMENTED. X 1 3500 SELLING PRICE 0 0 0 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED IS LISTED 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 DISCUSSED IN BOARD ORIENTATIONS AND IS PROVIDED TO THE BOARD MEMBERS IN THEIR "NEW BOARD MEMBER PACKET, AND ANNUALLY IN THE "UPDATE PACKET" SENT TO ALL MEMBERS. EACH YEAR ALL PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE CFO. OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 237401541 CHRISTIAN COMMUNITY FOR THE ELDERLY WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 390790565 CHRISTIAN COMMUNITY FOR THE ELDERLY 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 THE ELDERLY 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 THE ELDERLY WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD LUTHERAN SENIOR MINISTRIES 6201 MINERAL POINT RD MADISON WI 53705 831096645 CHRISTIAN COMMUNITY FOR THE ELDERLY WI 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0