2025-01-23T08:28:49-06:00 2024-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2023-07-01 311009854 OAKLAWN APARTMENTS INC OAKL 5742349923 PO BOX 809 GOSHEN IN 465270809 JOSEPH BARKMAN CFO 5742349923 2025-01-22 1 0 EKATERINA GWYN P01333750 3178485700 2023 2024-10-15 13:58:12Z LAURIE N NAFZIGER PO BOX 809 GOSHEN IN 465270809 278851 0 X N/A X 1981 IN OAKLAWN APARTMENTS, INC. IS AN INDIANA NOT-FOR-PROFIT AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE APARTMENT COMMUNITIES IN ELKHART, INDIANA KNOWN AS OAKLAWN APARTMENTS I AND II. IT WAS ORGANIZED PURSUANT TO SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT. THE ORGANIZATION HAS EXECUTED THE STANDARD REGULATORY AGREEMENTS WITH HUD THAT GOVERN THE OPERATIONS OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA). IN ADDITION, THE CORPORATION HAS ALSO ENTERED INTO A HOUSING ASSISTANCE PAYMENT CONTRACT (HAP) WITH HUD. THE HAP CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW INCOME FAMILIES OR PERSONS AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 17 15 0 17 0 0 148842 153626 134324 120418 735 1592 1510 3215 285411 278851 0 0 0 0 0 0 0 0 0 246588 272819 246588 272819 38823 6032 552407 540512 735829 717902 -183422 -177390 X OAKLAWN APARTMENTS, INC. IS AN INDIANA NOT-FOR-PROFIT AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE APARTMENT COMMUNITIES IN ELKHART, INDIANA KNOWN AS OAKLAWN APARTMENTS I AND II. IT WAS ORGANIZED PURSUANT TO SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT. THE ORGANIZATION HAS EXECUTED THE STANDARD REGULATORY AGREEMENTS WITH HUD THAT GOVERN THE OPERATIONS OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA). IN ADDITION, THE CORPORATION HAS ALSO ENTERED INTO A HOUSING ASSISTANCE PAYMENT CONTRACT (HAP) WITH HUD. THE HAP 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 190076 120418 OAKLAWN APARTMENTS, INC. IS AN INDIANA NOT-FOR-PROFIT AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE APARTMENT COMMUNITIES IN ELKHART, INDIANA KNOWN AS OAKLAWN APARTMENTS I AND II. IT WAS ORGANIZED PURSUANT TO SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT. THE ORGANIZATION HAS EXECUTED THE STANDARD REGULATORY AGREEMENTS WITH HUD THAT GOVERN THE OPERATIONS OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA). IN ADDITION, THE CORPORATION HAS ALSO ENTERED INTO A HOUSING ASSISTANCE PAYMENT CONTRACT (HAP) WITH HUD. THE HAP CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW INCOME FAMILIES OR PERSONS AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 190076 1 1 0 0 0 0 0 0 0 0 1 0 1 1 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 15 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 289212 52409 JOSEPH BARKMAN CFO 1.00 40.00 X X 0 146267 33592 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 ROBERT SHREINER 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 BRAD ROGERS DIRECTOR 0.50 6.00 X 0 0 0 LISA WINE DIRECTOR 0.50 6.00 X 0 0 0 ANDY MARSHALL DIRECTOR 0.50 6.00 X 0 0 0 BRYAN TANNER DIRECTOR 0.50 6.00 X 0 0 0 JULIE VELDMAN HARRIS DIRECTOR 0.50 6.00 X 0 0 0 JASON SCHULTZ DIRECTOR 0.50 6.00 X 0 0 0 DANIEL KINSEY MD PHYSICIAN 1.00 40.00 X 0 320345 65911 SHARESE SWAFFORD VP OF INTENSIVE SERVICES 1.00 40.00 X 0 277438 51563 MICHAEL PLATT MD PHYSICIAN 1.00 40.00 X 0 276731 57388 TIMOTHY MCFADDEN MD PHYSICIAN 1.00 40.00 X 0 268521 49847 DAVID TAYLOR MD PHYSICIAN 1.00 40.00 X 0 235994 47209 0 1814508 357919 0 0 1 0 0 153626 153626 RENTAL INCOME 531110 120418 120418 120418 1592 1592 LAUNDRY & VENDING 531110 1425 1425 MISC OTHER INCOME 531110 1115 1115 TENANT CHARGES 531110 675 675 3215 278851 120418 0 4807 15998 15998 8240 8240 12067 12067 169890 169890 20186 20186 MTG CO EMPLOYEE CHARGES 46438 46438 272819 190076 82743 0 20658 4473 18455 2544 6447 4688 1363183 1153872 227649 209311 214317 242894 34648 32800 30233 43802 552407 540512 8593 9156 1769 3557 703911 676975 21556 28214 735829 717902 X -183422 -177390 -183422 -177390 552407 540512 6032 0 X X 0 1 X 1 1 1 X 156542 155264 158591 148842 153626 772865 110076 110837 121690 134324 120418 597345 266618 266101 280281 283166 274044 1370210 0 0 0 1370210 370 167 135 735 1592 2999 370 167 135 735 1592 2999 2798 2857 2146 1510 3215 12526 269786 269125 282562 285411 278851 1385735 0.98880 0.98930 0.00220 0.00120 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 49522 49522 986840 880626 106214 262894 219430 43464 63927 53816 10111 209311 RESERVE REPLACEMENT FUND 43149 C RESIDUAL RECEIPTS 199745 C 242894 SECURITY DEPOSITS 6495 OTHER RESERVES 37307 43802 ACCRUED INTEREST 2190 SECURITY DEPOSITS 6255 ACCRUED MANAGEMENT FEE 277 MISC. CURRENT LIABILITIES 17992 DUE TO SPONSOR 1500 28214 X 278851 0 278851 0 278851 272391 0 272391 428 428 272819 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 4B - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION EXPENSE DIFFERENCE 428. 0 0 0 0 0 0 0 0 0 LAURIE N NAFZIGER PRESIDENT & CEO 0 289212 0 0 0 0 0 7278 0 45131 0 341621 0 0 JOSEPH BARKMAN CFO 0 146267 0 0 0 0 0 4311 0 29281 0 179859 0 0 DANIEL KINSEY MD PHYSICIAN 0 320345 0 0 0 0 0 7932 0 57979 0 386256 0 0 SHARESE SWAFFORD VP OF INTENSIVE SERVICES 0 277438 0 0 0 0 0 3387 0 48176 0 329001 0 0 MICHAEL PLATT MD PHYSICIAN 0 276731 0 0 0 0 0 6917 0 50471 0 334119 0 0 TIMOTHY MCFADDEN MD PHYSICIAN 0 268521 0 0 0 0 0 7633 0 42214 0 318368 0 0 DAVID TAYLOR MD PHYSICIAN 0 235994 0 0 0 0 0 7159 0 40050 0 283203 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 OAKLAWN APARTMENTS, INC. IS 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 THE MEMBERSHIP IS ONE CLASS AND EACH MEMBER IS ENTITLED TO ONE VOTE ON MATTERS WHICH BY STATUTE MEMBERS ARE ENTITLED TO VOTE UPON AS WELL AS ALL ADDITIONAL MATTERS UPON WHICH MEMBERS ARE ENTITLED TO VOTE BY AUTHORITY OF THE BY-LAWS. MEMBERS SHALL BE THOSE PERSONS SELECTED FOR MEMBERSHIP BY OAKLAWN PSYCHIATRIC CENTER, INC. AN INDIANA NOT FOR PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR MUST BE A VOTING MEMBER. EACH MEMBER IS ENTITLED TO ONE VOTE AND BE IN GOOD STANDING. A VOTING MEMBER SHALL BE ONLY THOSE PERSONS SELECTED FOR SUCH MEMBERSHIP BY THE BOARD OF DIRECTORS OF OAKLAWN PSYCHIATRIC CENTER, INC. AS PROVIDED IN THE BY LAWS AND ARTICLES OF INCORPORATION OF OAKLAWN APARTMENTS, 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 THE 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. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B 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, 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 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 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART V TRANSACTIONS WITH RELATED ORGANIZATIONS: FOR THE PURPOSES OF SCHEDULE R, PART V, THE FOLLOWING APPLIES: -LINE ITEM 1D FOR FUNDS LOANED TO RELATED ORGANIZATIONS FOR PAYROLL EXPENDITURES.