2026-09-21T08:55:11-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2025-01-01 391966791 OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC OAKW 6082304699 6165 MINERAL POINT ROAD MADISON WI 53705 PHILIP SMART CHIEF FINANCIAL OFFICER 6082304699 2026-09-16 1 KRISTEN DONLEVY P01670215 4144761880 2026-09-16 2025 PHILIP SMART 6165 MINERAL POINT ROAD MADISON WI 53705 24063691 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 0 313 0 0 648025 636206 20252541 21429505 416876 995667 0 0 21317442 23061378 0 0 0 0 12943623 13602679 0 0 0 7812436 8258443 20756059 21861122 561383 1200256 56953724 54899693 53240230 49135896 3713494 5763797 OAKWOOD IS A LUTHERAN MINISTRY SERVING GENERATIONS OF AGING ADULTS, ENCOURAGING INDIVIDUALITY, WORTH AND WELL-BEING THROUGHOUT LIFE. 0 0 8064773 7650395 NURSING CARE - THIS MINISTRY CONSISTS OF A 40 BED SKILLED NURSING FACILITY PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, AND LIFE ENRICHMENT ACTIVITIES. PAYER SOURCES FOR THESE RESIDENT DAYS INCLUDE 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 2025, THERE WERE 12,124 DAYS OF CARE. 7776194 10679845 ASSISTED LIVING & DEMENTIA CARE - THIS MINISTRY IS A COMMUNITY BASED RESIDENTIAL FACILITY WITH FOUR DISTINCT PROGRAMS TOTALING 93 UNITS. DURING 2025, THERE WERE 32,277 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. 2982997 3099265 INDEPENDENT LIVING - GRASSLANDS CONSISTS OF 71 INDEPENDENT LIVING UNITS. DURING 2025, THERE WERE 25,363 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. 18823964 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 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X PHILIP SMART 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 KEVIN HAYDEN CHAIR 2.00 6.00 X X 0 0 0 MARTHA JO CHURCH TREASURER 2.00 0.00 X X 0 0 0 SALLY WOLFF DIRECTOR 2.00 0.00 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 JANICE HAMILTON-CRAWFORD CEO 10.00 30.00 X 0 521118 26547 CHRISTINE O'DONNELL CFO 10.00 30.00 X 0 274858 10298 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 10.00 30.00 X 0 266859 19585 MARY BARROS VP CAPITAL PROJECTS AND FACILITIES 10.00 30.00 X 0 207363 3949 MUSA SUWAREH REGISTERED NURSE 0.00 40.00 X 0 196824 1011 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 10.00 30.00 X 0 193232 24596 ANGELA STUDNICKA PHARMACY DIRECTOR 10.00 30.00 X 0 191824 44124 AMBER DONOVAN ED OF UW 0.00 40.00 X 0 187592 950 0 2039670 131060 0 0 1 0 0 636206 636206 RESIDENT SERVICE FEES 812900 21128695 21128695 AMORTIZATION OF ENTRANCE FEES 812900 282321 282321 18489 18489 21429505 945350 945350 1052630 1002313 50317 50317 50317 23061378 21429505 0 995667 279816 209862 69954 10767299 9509867 1257432 220343 181201 39142 1516466 1130083 386383 818755 732128 86627 37598 37598 56518 10192 46326 53526 53526 579505 275432 304073 138966 68468 70498 301743 276324 25419 353239 139960 213279 1070363 1051604 18759 10622 5523 5099 477687 462281 15406 2825046 2698369 126677 504226 225090 279136 OPERATING/MEDICAL SUPPL 914556 912732 1824 DINING FOOD COST 773775 773775 BED TAX 81600 81600 GRANTS AND OUTREACH 79473 79473 21861122 18823964 3037158 0 6760 16060 43513 89975 866814 988219 157996 145805 43052 0 79767975 29960457 53039420 49807518 2506433 3425820 289736 426296 56953724 54899693 206729 87865 1507407 1366496 12696513 12454378 38829581 35227157 53240230 49135896 X 3423758 5337501 289736 426296 3713494 5763797 56953724 54899693 X 1200256 713487 136560 X 0 1 X 1 0 X 182308 644016 3829008 648025 636206 5939563 14200394 16481690 17398978 20252541 21429505 89763108 14382702 17125706 21227986 20900566 22065711 95702671 2116 2116 0 2116 2116 95700555 197379 175006 179617 226627 945350 1723979 197379 175006 179617 226627 945350 1723979 14580081 17300712 21407603 21127193 23011061 97426650 0.98230 0.98860 0.01770 0.01120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 289736 57412 183894 104746 426296 491759 104617 -295309 11331 289736 511235 20052 363817 403345 491759 761003 2280 -104260 147788 511235 728154 1216 28322 -3311 761003 0.63555 0.30077 0.06368 0 1 1 1082017 1082017 72349301 25242317 47106984 6244722 4717240 1527482 91935 900 91035 49807518 ENTRANCE FEES 19770120 DUE TO OTHER OAKWOOD ENTITIES 15456637 SECURITY DEPOSITS 400 35227157 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 499808 0 0 0 21310 0 12250 0 14297 0 547665 0 0 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 0 264402 0 0 0 2457 0 8885 0 10700 0 286444 0 0 CHRISTINE O'DONNELL CFO 0 261274 0 12024 0 1560 0 9198 0 1100 0 285156 0 0 ANGELA STUDNICKA PHARMACY DIRECTOR 0 185253 0 6511 0 60 0 17838 0 26286 0 235948 0 0 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 0 183513 0 6500 0 3219 0 6563 0 18033 0 217828 0 0 MARY BARROS VP CAPITAL PROJECTS AND FACILITIES 0 194567 0 12400 0 396 0 2622 0 1327 0 211312 0 0 MUSA SUWAREH REGISTERED NURSE 0 195674 0 1150 0 0 0 810 0 201 0 197835 0 0 AMBER DONOVAN ED OF UW 0 180731 0 6739 0 122 0 0 0 950 0 188542 0 0 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 774539 13463078 681443 154598 562 266633 8918162 3441679 1 0 1 1 A 0 1 0 0 0.00290 0.00000 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 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 OF THE FORM 990 BEFORE FILING WITH THE IRS. THE DRAFT RETURN IS SHARED WITH ALL BOARD MEMBERS PRIOR TO ITS FILING. 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 136,560. 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