2025-10-07T08:12:16-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-01-01 391966791 OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC OAKW 6082304699 6165 MINERAL POINT ROAD MADISON WI 53705 CHRISTINE O'DONNELL CHIEF FINANCIAL OFFICER 6082304699 2025-10-02 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2025-10-01 2024 2025-03-06 01:10:19Z CHRISTINE O'DONNELL 6165 MINERAL POINT ROAD MADISON WI 53705 22414525 0 X WWW.OAKWOODVILLAGE.NET X 1999 WI OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS. WE ARE CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION, AND PURPOSE. 5 5 0 263 0 0 3829008 648025 17398978 20252541 100132 416876 0 0 21328118 21317442 0 0 0 0 11991139 12943623 0 0 0 10580824 7812436 22571963 20756059 -1243845 561383 58907414 56953724 56762251 53240230 2145163 3713494 OAKWOOD IS A LUTHERAN MINISTRY SERVING GENERATIONS OF AGING ADULTS, ENCOURAGING INDIVIDUALITY, WORTH AND WELL-BEING THROUGHOUT LIFE. 0 0 7984559 0 8994965 NURSING CARE - THIS MINISTRY CONSISTS OF A 40 BED SKILLED NURSING FACILITY PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, LIFE ENRICHMENT ACTIVITIES. PAYER SOURCES FOR THESE RESIDENT DAYS INCLUDED PRIVATE PAY, MEDICARE, MANAGED CARE, AND MEDICAID. SOME OF THESE PAYER SOURCES DO NOT COVER THE FULL COST OF CARE. HOUSEKEEPING, LAUNDRY, PLAN OPERATIONS/MAINTENANCE, PHARMACY AND REHABILITATION SERVICES ARE ALSO PROVIDED AS PART OF THE OVERALL SERVICES RENDERED. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. DURING 2024, THERE WERE 11,867 DAYS OF CARE. 7165358 0 8072098 ASSISTED LIVING & DEMENTIA CARE - THIS MINISTRY IS A COMMUNITY BASED RESIDENTIAL FACILITY WITH FOUR DISTINCT PROGRAMS TOTALLING 93 UNITS. DURING 2024, THERE WERE 31,936 DAYS OF CARE. ASSISTED LIVING (OAKWOOD SEASONS AND THE RISE), MILD TO MODERATE DEMENTIA CARE (OAKWOOD KNOLL), AND DEMENTIA CARE WITH OTHER PHYSICAL IMPAIRMENTS (OAKWOOD MEADOWS). PAYER SOURCES FOR THESE RESIDENTS INCLUDE PRIVATE PAY AND LIMITED MEDICAID-TYPE PROGRAMS. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. THE SERVICES PROVIDED INCLUDE NURSING, RESIDENT ASSISTANCE, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, LIFE ENRICHMENT ACTIVITIES AND PASTORAL CARE. 2827652 0 3185478 INDEPENDENT LIVING - GRASSLANDS CONSISTS OF 71 INDEPENDENT LIVING UNITS. DURING 2024, THERE WERE 25,578 DAYS OF CARE. RESIDENTS HAVE CONTINUING CARE CONTRACTS IN CONJUNCTION WITH UNIT OCCUPANCY. PRICING WAS DEVELOPED TO SERVE RESIDENTS THAT COME FROM A MODEST MIDDLE INCOME PRIMARY MARKET. SERVICES INCLUDE: DAILY CHECK INS, HOUSEKEEPING, AND MAINTENANCE. THERE IS A FULL-TIME SOCIAL WORKER, TRANSPORTATION SERVICES AND LIFE ENRICHMENT ACTIVITIES FOR ALL PHYSICAL AND MENTAL CAPABILITIES AS WELL AS A SECURE ENVIRONMENT WITH NURSING STAFF AVAILABLE AS NEEDED. RESIDENTS RECEIVE PRIORITY ACCESS TO ASSISTED LIVING, SKILLED NURSING AND THERAPY SERVICES IF NEEDED. 17977569 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CHRISTINE O'DONNELL 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 KEVIN HAYDEN CHAIR 2.00 6.00 X X 0 0 0 MARTHA JO CHURCH VICE CHAIR 2.00 0.00 X X 0 0 0 SALLY WOLFF TREASURER 2.00 0.00 X X 0 0 0 BOB NICHOLSON SECRETARY 2.00 0.00 X X 0 0 0 TOM KONZ DIRECTOR 2.00 0.00 X 0 0 0 CHRISTINE O'DONNELL CFO 10.00 30.00 X 0 301893 8649 JANICE HAMILTON-CRAWFORD CEO 10.00 30.00 X 0 631276 13399 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 10.00 30.00 X 0 342482 16092 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 10.00 30.00 X 0 213786 26913 ANGELA STUDNICKA PHARMACY DIRECTOR 10.00 30.00 X 0 192500 39185 JENNIFER MAINA VP OF CLINICAL EXCELLENCE 10.00 30.00 X 0 152387 17468 MADELINE WIGER EXECUTIVE DIRECTOR 10.00 30.00 X 0 145543 12877 TRACY HEAD PHARMACIST 10.00 30.00 X 0 144699 39086 0 2124566 173669 0 0 1 0 0 648025 648025 RESIDENT SERVICE FEES 812900 19936766 19936766 AMORTIZATION OF ENTRANCE FEES 812900 237114 237114 78661 78661 20252541 226627 226627 1287332 1097083 190249 190249 190249 21317442 20252541 0 416876 328448 295603 32845 10436439 9192283 1244156 201555 172647 28908 1197815 962190 235625 779366 706193 73173 20566 20566 45000 45000 687514 360159 327355 98911 51645 47266 280040 248742 31298 343624 80082 263542 1023087 1001254 21833 7087 952 6135 465953 465953 2899493 2710230 189263 208775 208775 OPERATING/MEDICAL SUPPL 872539 869659 2880 DINING FOOD COST 679993 680123 -130 OUTREACH 98254 98254 BED TAX 81600 81600 20756059 17977569 2778490 0 9740 6760 60938 43513 952450 866814 47768 45777 158520 155271 80184875 27145455 55555958 53039420 1630281 2506433 491759 289736 58907414 56953724 97793 206729 12933024 12696513 43731434 40336988 56762251 53240230 X 1653404 3423758 491759 289736 2145163 3713494 58907414 56953724 X 561383 511241 697730 -202023 X 0 1 X 1 0 X 158653 182308 644016 3829008 648025 5462010 14289735 14200394 16481690 17398978 20252541 82623338 14448388 14382702 17125706 21227986 20900566 88085348 21222 2116 23338 0 21222 2116 23338 88062010 214727 197379 175006 179617 226627 993356 214727 197379 175006 179617 226627 993356 14663115 14580081 17300712 21407603 21127193 89078704 0.98860 0.98830 0.01120 0.01050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 491759 104617 -295309 11331 289736 511235 20052 363817 403345 491759 761003 2280 -104260 147788 511235 728154 1216 28322 -3311 761003 711581 1125 27399 11951 728154 0.59401 0.29044 0.11555 0 1 1 1082017 1082017 72284914 22796546 49488368 6075810 4348909 1726901 742134 742134 53039420 ENTRANCE FEES 21361407 DUE TO OTHER OAKWOOD ENTITIES 18975181 SECURITY DEPOSITS 400 40336988 PART V, LINE 4: THE FUNDS ARE HELD AND MANAGED BY OAKWOOD FOUNDATION FOR PROGRAMS INTENDING TO PROVIDE CONTINUING CARE, EDUCATION, PASTORAL CARE, AND GENERAL PURPOSES. 0 0 0 0 0 0 0 0 0 JANICE HAMILTON-CRAWFORD CEO 0 415231 0 172833 0 43212 0 0 0 13399 0 644675 0 0 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 0 267500 0 60475 0 14507 0 5047 0 11045 0 358574 0 0 CHRISTINE O'DONNELL CFO 0 236635 0 53949 0 11309 0 7630 0 1019 0 310542 0 0 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 0 190337 0 16100 0 7349 0 6068 0 20845 0 240699 0 0 ANGELA STUDNICKA PHARMACY DIRECTOR 0 174003 0 14444 0 4053 0 14196 0 24989 0 231685 0 0 TRACY HEAD PHARMACIST 0 141240 0 650 0 2809 0 11203 0 27883 0 183785 0 0 JENNIFER MAINA VP OF CLINICAL EXCELLENCE 0 150904 0 1180 0 303 0 3616 0 13852 0 169855 0 0 MADELINE WIGER EXECUTIVE DIRECTOR 0 142389 0 2451 0 703 0 4279 0 8598 0 158420 0 0 PART I, LINE 3 IT IS THE POLICY OF THE ORGANIZATION TO REVIEW THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) AS PART OF AN ANNUAL PERFORMANCE REVIEW PROCESS. BIENNIALLY, HUMAN RESOURCES WILL CONTRACT WITH AN INDEPENDENT THIRD PARTY TO CONDUCT A MARKET-BASED ANALYSIS AND BENCHMARK OF CEO COMPENSATION THAT UTILIZES DATA FROM REGIONAL ORGANIZATIONS OF SIMILAR SIZE. THE BENCHMARK DATA IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. THE DECISIONS, PROCESS FOR DECISION-MAKING, AND COMMITTEE MEMBERS ARE DOCUMENTED. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97712JEE9 2021-12-29 13463078 REFUND SERIES 2016, 2018 BONDS AND FUND NEW FACILITY 0 0 0 A 532404 13463078 681443 154598 562 266633 8918162 3441679 1 0 1 1 A 0 1 0 0 0.00290 0.00290 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/10/2023 FORM 990, PART V, LINE 2A ALL EMPLOYEES RESIDE IN OAKWOOD VILLAGE UNIVERSITY WOODS HOMES. EMPLOYEES CHARGE THEIR TIME TO THE ENTITY THAT THEY ARE PERFORMING SERVICES IN. FORM 990, PART VI, SECTION A, LINE 4 QUORUM AT MEETINGS WAS AMENDED FROM 25% OF THE TOTAL MEMBERSHIP HAD TO BE IN ATTENDANCE FOR A QUORUM TO BE REACHED IN ORDER FOR BUSINESS TO BE TRANSACTED AT A MEETING TO ATTENDANCE IN PERSON BY REPRESENTATIVES OF MEMBERS SHALL CONSTITUTE A QUORUM FOR TRANSACTING BUSINESS AT ANY MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B CONTROLLER, CFO AND AUDIT FINANCE AND INSURANCE COUNCIL OF THE OAKWOOD BOARD OF DIRECTORS DO A THOROUGH REVIEW BEFORE FILING WITH THE IRS. FULL DRAFT RETURN IS AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO AND DISCUSSED WITH NEW BOARD MEMBERS DURING BOARD ORIENTATION. ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IF A CONFLICT OF INTEREST EXISTS OR IS PERCEIVED TO EXIST, THE INDIVIDUAL IN QUESTION SHOULD DISCLOSE THE CONFLICT BEFORE THE BOARD TAKES ANY ACTION ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT TO INTEREST IN NET ASSETS OF FOUNDATION -202,023. OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 390790565 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 237401541 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS 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 CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD FOUNDATION INC 6201 MINERAL POINT RD MADISON WI 53705 391398037 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 7 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 6201 MINERAL POINT RD MADISON WI 53705 831096645 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0