2024-01-23T07:44:48-06:00 2023-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2022-07-01 208473080 SIMADON CORPORATION SIMA 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 RIVER COURT APARTMENTS LAURIE N NAFZIGER PO BOX 809 GOSHEN IN 46527 118151 0 X N/A X 2007 IN SIMADON CORPORATION (AN INDIANA NOT-FOR-PROFIT CORPORATION) (THE CORPORATION) WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 15 UNIT GROUP HOME FOR PERSONS DISABLED AS A RESULT OF A CHRONIC ILLNESS. RESIDENTS SUFFERING FROM SERIOUS MENTAL ILLNESS ARE PROVIDED PLACES TO LIVE WHICH OFFER A 24 HOUR SUPPORTIVE ENVIRONMENT. THE FACILITY PROVIDES SUPPORT, MEDICATION MONITORING, AND LIFE SKILLS ENHANCEMENT. LOCATED IN SOUTH BEND, INDIANA IT IS KNOWN AS RIVER COURT APARTMENTS AND OPERATES 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 72428 69122 38228 47036 7 61 1656 1932 112319 118151 0 0 0 0 0 0 0 0 0 137407 140537 137407 140537 -25088 -22386 966253 944369 28388 28890 937865 915479 X SIMADON CORPORATION (AN INDIANA NOT-FOR-PROFIT CORPORATION) (THE CORPORATION) WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 15 UNIT GROUP HOME FOR PERSONS DISABLED AS A RESULT OF A CHRONIC ILLNESS. RESIDENTS SUFFERING FROM SERIOUS MENTAL ILLNESS ARE PROVIDED PLACES TO LIVE WHICH OFFER A 24 HOUR SUPPORTIVE ENVIRONMENT. THE FACILITY PROVIDES SUPPORT, MEDICATION MONITORING, AND LIFE SKILLS ENHANCEMENT. LOCATED IN SOUTH BEND, INDIANA IT IS KNOWN AS RIVER COURT APARTMENTS AND OPERATES 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 100159 47036 SIMADON CORPORATION (AN INDIANA NOT-FOR-PROFIT CORPORATION) (THE CORPORATION) WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 15 UNIT GROUP HOME FOR PERSONS DISABLED AS A RESULT OF A CHRONIC ILLNESS. RESIDENTS SUFFERING FROM SERIOUS MENTAL ILLNESS ARE PROVIDED PLACES TO LIVE WHICH OFFER A 24 HOUR SUPPORTIVE ENVIRONMENT. THE FACILITY PROVIDES SUPPORT, MEDICATION MONITORING, AND LIFE SKILLS ENHANCEMENT. LOCATED IN SOUTH BEND, INDIANA IT IS KNOWN AS RIVER COURT APARTMENTS AND OPERATES 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. 100159 1 1 0 0 0 0 0 0 0 0 1 0 0 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 18 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 69122 69122 RENTAL INCOME 531110 47036 47036 47036 61 61 LAUNDRY & VENDING 531110 1932 1932 1932 118151 47036 0 1993 10880 10880 500 500 6638 6638 207 207 6130 6130 65488 65488 584 584 34671 34671 175 175 MTG CO. EMPLOYEE CHARGE 15263 15263 MISC. FINANCIAL EXPENSE 1 1 140537 100159 40378 0 5725 7738 345 1963 1328 1147 1386362 500899 915931 885463 40135 44968 2789 3090 966253 944369 7499 7774 20889 21116 28388 28890 X 937865 915479 937865 915479 966253 944369 -22386 0 X X 0 1 X 1 1 1 X 61652 73403 74238 72428 69122 350843 37740 37652 39785 38228 47036 200441 99392 111055 114023 110656 116158 551284 0 0 0 551284 5 10 13 7 61 96 5 10 13 7 61 96 2179 2527 938 1656 1932 9232 101576 113592 114974 112319 118151 560612 0.98340 0.98460 0.00020 0.00010 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 50000 50000 1313341 485672 827669 21974 14644 7330 1047 583 464 885463 DUE TO SPONSOR 14163 PREPAID RENTS 535 SECURITY DEPOSITS 3021 MISC OTHER LIABILITIES 3397 21116 X 118151 0 118151 0 118151 143496 2959 2959 140537 0 140537 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 2,959. 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 RIVER COURT APARTMENTS ARE MANAGED BY BRADLEY RESIDENTIAL MANAGEMENT, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. BRADLEY RESIDENTIAL MANAGEMENT HAS A PROJECT OWNER'S & MANAGEMENT CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION HUD HAS APPROVED BRADLEY RESIDENTIAL MANAGEMENT TO MANAGE THE OAKLAWN APARTMENTS, INC. PROPERTY. 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 CORPORATIONS 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 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND OFFICERS 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 APPROVAL TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN OFF ON THE POLICY ANNUALLY AND ABSTAIN FROM ANY VOTING WHERE A CONFLICT OF INTEREST 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 DESCRIPTION OF HOURS WORKED FOR RELATED ORGANIZATIONS: 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 OVERVIEW OF AUDIT FUNCTION: 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. MADISON RESIDENTIAL SERVICES INC PO BOX 809 GOSHEN IN 46527 311135587 HOUSING FOR CHRONIC MENTAL ILL IN 501(C)(3) 509(A)(2) 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 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 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 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 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 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, LINE 1E: THE SPONSOR PAID THE ANNUAL PROPERTY INSURANCE POLICY PREMIUMS ON BEHALF OF THE CORPORATION. AMOUNTS PAID WILL BE SUBSEQUENTLY REIMBURSED FROM SURPLUS CASH. THESE ADVANCES ARE NOT INTEREST BEARING AND ARE INCLUDED IN DUE TO SPONSOR ON THE STATEMENTS OF FINANCIAL POSITION. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, $4,285 AND $4,303 WERE PAID ON BEHALF OF THE CORPORATION, RESPECTIVELY. AT JUNE 30, 2023, $4,163 REMAINS PAYABLE TO THE SPONSOR. DURING THE YEAR ENDED JUNE 30, 2016, THE SPONSOR ADVANCED $10,000 TO THE COMMUNITY FOR VARIOUS OPERATING EXPENSES. THESE ADVANCES ARE NOT INTEREST BEARING AND REPAYABLE FROM SURPLUS CASH. AT JUNE 30, 2023, $10,000 REMAINS PAYABLE AND IS INCLUDED IN DUE TO SPONSOR ON THE STATEMENTS OF FINANCIAL POSITION.