2024-01-19T08:02:54-06:00 2023-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2022-07-01 311135587 MADISON RESIDENTIAL SERVICES INC DBA UHRIG APARTMENTS MADI 5742349923 PO BOX 809 GOSHEN IN 465270809 JOSEPH BARKMAN CFO 5742349923 2024-01-18 1 JOSEPH BARKMAN XXX-XX-XXXX 0 EKATERINA GWYN P01333750 3178485700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURIE N NAFZIGER PO BOX 809 GOSHEN IN 46527 138949 0 X N/A X 1985 IN MADISON RESIDENTIAL SERVICES, INC. (AN INDIANA NOT-FOR-PROFIT CORPORATION) WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 21 UNIT APARTMENT COMMUNITY. THE APARTMENT COMMUNITY WAS SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF PERSONS DISABLED AS A RESULT OF CHRONIC MENTAL ILLNESS. THE ORGANIZATION, LOCATED IN SOUTH BEND, INDIANA, KNOWN AS UHRIG APARTMENTS WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED. THE CORPORATION HAS EXECUTED A REGULATORY AGREEMENT WITH HUD WHICH GOVERNS THE OPERATION OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA) SECTION OF HUD. THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSISTANCE CONTRACT (PRAC CONTRACT) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW-INCOME FAMILIES (OR PERSONS) AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 16 14 0 16 0 0 63486 59482 74937 77974 5 5 1897 1488 140325 138949 0 0 0 0 0 0 0 0 0 147886 173478 147886 173478 -7561 -34529 411445 401451 35317 59852 376128 341599 X MADISON RESIDENTIAL SERVICES, INC. (AN INDIANA NOT-FOR-PROFIT CORPORATION) WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 21 UNIT APARTMENT COMMUNITY. THE APARTMENT COMMUNITY WAS SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF PERSONS DISABLED AS A RESULT OF CHRONIC MENTAL ILLNESS. THE ORGANIZATION, LOCATED IN SOUTH BEND, INDIANA, KNOWN AS UHRIG APARTMENTS WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED. THE CORPORATION HAS EXECUTED A REGULATORY AGREEMENT WITH HUD WHICH GOVERNS THE OPERATION OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA) SECTION OF HUD. THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSISTANCE CONTRACT (PRAC CONTRACT) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW-INCOME FAMILIES (OR PERSONS) AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 0 0 103542 77974 MADISON RESIDENTIAL SERVICES, INC. (AN INDIANA NOT-FOR-PROFIT CORPORATION) WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 21 UNIT APARTMENT COMMUNITY. THE APARTMENT COMMUNITY WAS SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF PERSONS DISABLED AS A RESULT OF CHRONIC MENTAL ILLNESS. THE ORGANIZATION, LOCATED IN SOUTH BEND, INDIANA, KNOWN AS UHRIG APARTMENTS WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED. THE CORPORATION HAS EXECUTED A REGULATORY AGREEMENT WITH HUD WHICH GOVERNS THE OPERATION OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA) SECTION OF HUD. THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSISTANCE CONTRACT (PRAC CONTRACT) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW-INCOME FAMILIES (OR PERSONS) AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 103542 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X RODNEY LUDWIG 5742349923 112 WEST JEFFERSON BLVD SUITE 300 SOUTH BEND IN 46601 X LAURIE N NAFZIGER PRESIDENT & CEO 1.00 40.00 X X 0 285709 47731 JOSEPH BARKMAN CFO 1.00 40.00 X X 0 139412 33033 SARAH PATURALSKI CHAIR 0.50 6.00 X X 0 0 0 KEN HOCHSTETLER VICE CHAIR 0.50 6.00 X X 0 0 0 MIKE YODER SECRETARY 0.50 6.00 X X 0 0 0 CHRISTOPHER KARAM TREASURER 0.50 6.00 X X 0 0 0 MARION FULCE ASSISTANT SECRETARY 0.50 6.00 X X 0 0 0 JAY CAPONIGRO DIRECTOR 0.50 6.00 X 0 0 0 ROBERT SHREINER DIRECTOR 0.50 6.00 X 0 0 0 ADRIANA GARCIA BONTREGER DIRECTOR 0.50 6.00 X 0 0 0 DARRYL RIEGSECKER DIRECTOR 0.50 6.00 X 0 0 0 ESLEEN FULTZ DIRECTOR 0.50 6.00 X 0 0 0 JANILYN BROUWER DAUB DIRECTOR 0.50 6.00 X 0 0 0 JEFF SIEGEL DIRECTOR 0.50 6.00 X 0 0 0 KIMBERLY GREEN REEVES DIRECTOR 0.50 6.00 X 0 0 0 TRISH HANKILA DIRECTOR 0.50 6.00 X 0 0 0 BRAD ROGERS DIRECTOR 0.50 6.00 X 0 0 0 LISA WINE DIRECTOR 0.50 6.00 X 0 0 0 DANIEL KINSEY MD PHYSICIAN 1.00 40.00 X 0 328011 64895 MICHAEL PLATT MD PHYSICIAN 1.00 40.00 X 0 284248 58918 TIMOTHY MCFADDEN MD PHYSICIAN 1.00 40.00 X 0 254632 51386 SHARESE SWAFFORD VP OF INTENSIVE SERVICES 1.00 40.00 X 0 248354 48198 LARISSA CHISM BUGGS MD PHYSICIAN 1.00 40.00 X 0 240559 40223 0 1780925 344384 0 0 1 0 0 59482 59482 RENTAL INCOME 531110 77974 77974 77974 5 5 LAUNDRY & VENDING 531110 1148 1148 TENANT CHARGES 531110 340 340 1488 138949 77974 0 1493 14080 14080 500 500 4775 4775 191 191 13048 13048 80954 80954 741 741 20938 20938 316 316 MTG CO. EMPLOYEE CHARGE 36285 36285 BAD DEBTS 1650 1650 173478 103542 69936 0 4633 2201 4522 12950 1485 1749 981077 650933 344563 330144 51489 49303 4753 5104 411445 401451 10209 34407 34 3 0 25074 25442 35317 59852 X 376128 341599 376128 341599 411445 401451 -34529 0 X X 0 1 X 1 1 1 X 51343 50431 59561 63486 59482 284303 74506 75365 72199 74937 77974 374981 125849 125796 131760 138423 137456 659284 0 0 0 659284 -2 3 4 5 5 15 -2 3 4 5 5 15 1372 2275 1702 1897 1488 8734 127219 128074 133466 140325 138949 668033 0.98690 0.98700 0.00000 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES, AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76054 76054 798422 550452 247970 70072 67625 2447 36529 32856 3673 330144 REPLACEMENT RESERVES 49303 C 49303 DUE TO SPONSOR 20446 SECURITY DEPOSITS 4996 25442 X 138949 0 138949 0 138949 177684 4206 4206 173478 0 173478 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION EXPENSE DIFFERENCE 4,186. CUMULATIVE BOOK/TAX ROUNDING ADJUSTMENT 20. 0 0 0 0 0 0 0 0 0 LAURIE N NAFZIGER PRESIDENT & CEO 0 285709 0 0 0 0 0 4869 0 42862 0 333440 0 0 JOSEPH BARKMAN CFO 0 139412 0 0 0 0 0 4227 0 28806 0 172445 0 0 DANIEL KINSEY MD PHYSICIAN 0 328011 0 0 0 0 0 7236 0 57659 0 392906 0 0 MICHAEL PLATT MD PHYSICIAN 0 284248 0 0 0 0 0 6917 0 52001 0 343166 0 0 TIMOTHY MCFADDEN MD PHYSICIAN 0 254632 0 0 0 0 0 7633 0 43753 0 306018 0 0 SHARESE SWAFFORD VP OF INTENSIVE SERVICES 0 248354 0 0 0 0 0 3321 0 44877 0 296552 0 0 LARISSA CHISM BUGGS MD PHYSICIAN 0 240559 0 0 0 0 0 0 0 40223 0 280782 0 0 PART I, LINE 3 THE RELATED ORGANIZATION'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION PACKAGE PROVIDED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE COMPENSATION REVIEW INCLUDES A MARKET ANALYSIS STUDY AND A PERFORMANCE REVIEW. FORM 990, PART VI, SECTION A, LINE 3 MADISON RESIDENTAL SERVICES, INC. IS MANAGED BY BRADLEY RESIDENTIAL MANAGEMENT CORPORATION, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. BRADLEY RESIDENTIAL MANAGEMENT CORPORATION HAS A SIGNED MANAGEMENT AGREEMENT WITH THE PROJECT WHICH IS APPROVED BY U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE SIGNED MANAGEMENT AGREEMENT WITH THE PROJECT, APPROVED BY U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, INC. IS FOR A SPECIFIED TIME PERIOD. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. FORM 990, PART VI, SECTION A, LINE 6 THOSE PERSONS ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION SHALL INCLUDE ALL CURRENT MEMBERS OF THE BOARD OF DIRECTORS OF OAKLAWN PSYCHIATRIC CENTER, INC. ANY PERSON WHO SHALL HEREAFTER BECOME A MEMBER OF THE BOARD OF DIRECTORS OF OAKLAWN PSYCHIATRIC CENTER, INC. SHALL BE ELIGIBLE TO BE A MEMBER OF THE CORPORATION'S AND ANY MEMBER WHO CEASES TO BE A MEMBER OF THE BOARD OF DIRECTORS OF OAKLAWN PSYCHIATRIC CENTER, INC. SHALL CEASE TO BE ELIGIBLE TO BE A MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION SHALL BE MEMBERS OF THE BOARD OF DIRECTORS OF OAKLAWN PSYCHIATRIC CENTER, INC. FORM 990, PART VI, SECTION A, LINE 7B THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY OR UNDER THE DIRECTION OF THE BOARD OF DIRECTORS WHICH SHALL HAVE ALL OF THE DUTIES, POWERS AND AUTHORITIES AS PRESCRIBED UNDER THE STATUTES OF THE STATE OF INDIANA CONCERNING AN INDIANA NOT-FOR-PROFIT. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITING FIRM SENDS A DRAFT OF THE RETURN TO THE MANAGEMENT COMPANY. THE MANAGEMENT COMPANY PRESENTS THE 990 AT THE BOARD MEETING FOR THEIR REVIEW. ONCE THE BOARD HAS AN OPPORTUNITY TO ASK QUESTIONS, THE BOARD APPROVES THE FORM 990 AND THE PRESIDENT GIVES APPPROVAL TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN OFF ON POLICY AND ABSTAIN FROM ANY VOTING WHERE A CONFLICT COULD EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE RELATED ORGANIZATION'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION PACKAGE PROVIDED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE COMPENSATION REVIEW INCLUDES A MARKET ANALYSIS STUDY AND A PERFORMANCE REVIEW. FOR OTHER OFFICERS, THE RELATED ORGANIZATION PARTICIPATES IN SEVERAL MARKET SURVEYS ANNUALLY. MANAGEMENT OF THE RELATED ORGANIZATION COMPARES COMPENSATION LEVELS OF LIKE POSITIONS AND STRIVES TO ADJUST THE ORGANIZATION'S COMPENSATION PACKAGES FOR LIKE POSITIONS TO FALL WITHIN THE RANGE OF THE MARKET WITH A GOAL TO BE COMPETITIVELY PLACED BETWEEN THE 50TH AND 75TH PERCENTILE OF THE MARKET RANGE. FORM 990, PART VI, SECTION C, LINE 19 EXISTING POLICIES, RETURNS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE OFFICES OF THE MANAGEMENT COMPANY. THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART VII, SECTION A, LINE 1A, COLUMN B ALL OF THE OFFICERS, DIRECTORS, AND EMPLOYEES LISTED IN PART VII, SECTION A PERFORM SIMILAR DUTIES AND HAVE SIMILAR RESPONSIBILITIES FOR RELATED ORGANIZATIONS AS THEY DO FOR THIS ORGANIZATION. THEIR TOTAL HOURS WORKED PER WEEK FOR THIS ORGANIZATION ARE SIMILAR TO THEIR HOURS WORKED FOR RELATED ORGANIZATIONS BOTH IN TERMS OF NUMBER OF HOURS AND TYPE OF WORK PERFORMED. FORM 990, PAGE 12, PART XII LINE 2C THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS AND APPROVAL. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM. SIMADON CORPORATION PO BOX 809 GOSHEN IN 46527 208473080 HOUSING FOR MENTAL CHRONIC MENTALLY ILL IN 501(C)(3) 509(A)(2) OAKLAWN PSYCHIATRIC CENTER INC 0 OAKLAWN CMHC PO BOX 809 GOSHEN IN 46527 237317957 COMMUNITY MENTAL HEALTH CENTER IN 501(C)(3) 170(B)(1)(A)(VI) OAKLAWN PSYCHIATRIC CENTER INC 0 OAKLAWN APARTMENTS INC PO BOX 809 GOSHEN IN 46527 311009854 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) OAKLAWN PSYCHIATRIC CENTER INC 0 OAKLAWN PSYCHIATRIC CENTER INC PO BOX 809 GOSHEN IN 46527 351070041 MENTAL HEALTH ADDICTION SERVICES IN 501(C)(3) 170(B)(1)(A)(III) 0 RIVERSIDE CORPORATION INC PO BOX 809 GOSHEN IN 46527 351875879 HOUSING FOR CHRONIC MENTAL ILL IN 501(C)(3) 509(A)(2) OAKLAWN PSYCHIATRIC CENTER INC 0 OAKLAWN FOUNDATION FOR MENTAL HEALTH INC PO BOX 809 GOSHEN IN 46527 356060037 FUND RAISING & PROMOTION OF MENTAL HEALTH & ADDICTION SERVICES IN 501(C)(3) 170(B)(1)(A)(III) OAKLAWN PSYCHIATRIC CENTER INC 0 OAKLAND ESTATES APARTMENTS INC PO BOX 809 GOSHEN IN 46527 383646840 LOW INCOME HOUSING IN 501(C)(3) 170(B)(1)(A)(III) OAKLAWN PSYCHIATRIC CENTER INC 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 FORM 990, SCHEDULE R, PART V: FOR THE PURPOSES OF SCHEDULE R, PART V, LINES 1E AND 1P, THE FOLLOWING APPLIES: DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, OAKLAWN PSYCHIATRIC CENTER (THE "SPONSOR"), PAID AND WAS REIMBURSED $5,610 AND $5,637, RESPECTIVELY, FOR PROPERTY AND LIABILITY INSURANCE ON BEHALF OF THE COMMUNITY. AT THE END OF THE INSURANCE POLICY PERIOD, PAYABLES ARE CONVERTED TO ADVANCES FROM THE SPONSOR. ADVANCES FROM THE SPONSOR ARE NOT INTEREST BEARING AND ARE REPAYABLE FROM SURPLUS CASH. AT JUNE 30, 2023 AND 2022, $14,046 REMAINS PAYABLE FOR PAST INSURANCE POLICIES AND IS INCLUDED IN DUE TO SPONSOR ON THE STATEMENTS OF FINANCIAL POSITION. IN A PRIOR YEAR, THE SPONSOR ADVANCED $6,400 TO THE COMMUNITY FOR VARIOUS OPERATING EXPENSES. THESE ADVANCES ARE NOT INTEREST BEARING AND REPAYABLE FROM SURPLUS CASH. AT JUNE 30, 2023 AND 2022, $6,400 REMAINS PAYABLE AND IS INCLUDED IN DUE TO SPONSOR ON THE STATEMENTS OF FINANCIAL POSITION. LINE ITEM 1P ALSO INCLUDES REIMBURSED EXPENSES FOR LAWN CARE, LEGAL FEES, AND FURNITURE RENTAL.