OAKWOOD HEALTHCARE FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD HEALTHCARE FOUNDATION (EIN 38-3432073)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201623199349310997
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T17:42:03-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 RENAISSANCE CENTER SUITE 3900 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383432073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD HEALTHCARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 3135865052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15500 LUNDY PARKWAY | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T FOX | PersonNm |
| Person Title | PRESIDENT & CEO - BEAUMONT HEALTH | PersonTitleTxt |
| Phone | 3135865052 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA M JIMENEZ | PreparerPersonNm |
| PTIN | P01222873 | PTIN |
| Phone | 3133963000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN T FOX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15500 LUNDY PARKWAY | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,932,053 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAKWOOD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SUPPORT TO ENTITIES THAT COMPRISE OAKWOOD HEALTHCARE, INC.'S HEALTHCARE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 128 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,760,993 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,102,472 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,979,300 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,810,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$278,041 | PYOtherRevenueAmt |
| CY Other Revenue | -$306,291 | CYOtherRevenueAmt |
| PY Total Revenue | $23,462,252 | PYTotalRevenueAmt |
| CY Total Revenue | $8,606,686 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,154,389 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,214,272 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,806,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,801,450 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,158,908 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $773,993 | PYOtherExpensesAmt |
| CY Other Expenses | $703,761 | CYOtherExpensesAmt |
| PY Total Expenses | $6,734,800 | PYTotalExpensesAmt |
| CY Total Expenses | $8,719,483 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,727,452 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$112,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,270,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,162,594 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $416,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,476,666 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,854,180 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,685,928 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE SUPPORT TO ENTITIES THAT COMPRISE OAKWOOD HEALTHCARE, INC.'S HEALTHCARE SYSTEM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,214,272 | ExpenseAmt |
| Grant | $6,214,272 | GrantAmt |
| Revenue | $6,196 | RevenueAmt |
| Desc | OAKWOOD HEALTHCARE FOUNDATION OPERATES EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES IN SUPPORT OF THE MISSION OF THE OAKWOOD HEALTHCARE SYSTEM, THE HEALTHCARE DELIVERY SYSTEM OF OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE FOUNDATION'S PURPOSE IS TO PROMOTE PHILANTHROPIC INVESTMENT OF TIME, TALENT AND TREASURE IN SUPPORT OF OAKWOOD'S NOT-FOR-PROFIT MISSION TO PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. DURING 2015, OAKWOOD HEALTHCARE FOUNDATION HAD A TOTAL OF 6,647 DONORS AND RAISED TOTAL FUNDS OF $7,053,556. OAKWOOD HEALTHCARE FOUNDATION MADE MORE THAN $6.2 MILLION IN DISBURSEMENTS IN 2015 TO SUPPORT MULTIPLE PROGRAMS AND INITIATIVES INCLUDING THE FOLLOWING:NICU EQUIPMENT AND REFURBISHMENT $1,337,309CENTER FOR EXCEPTIONAL FAMILIES CLINICAL OPERATIONS $881,883METABOLIC CENTER $572,170STAFF EDUCATION AND SCHOLARSHIPS $472,252CAPITAL & MINOR EQUIPMENT $401,715PATIENT ED & SUPPORT $323,446RESPIRATORY EQUIPMENT $322,498NEEDY PATIENT SUPPORT $283,445MEDICAL EDUCATION & RESEARCH $237,746SPECIAL EVENT EXPENSES $214,746HEALTHY COMMUNITIES $197,287ADOLESCENT HEALTH CENTERS $142,795RIVER ROUGE TEEN CENTER $128,900COMMUNITY HEART SCREENINGS $123,095WOMEN UNDER ONE ROOF $99,375EMPLOYEE SUPPORT $92,867OBESITY PREVENTION $90,795ARTS FOR THE SPIRIT $74,804DIABETES EDUCATION $74,048CARDIOLOGY EQUIPMENT $42,273SENIOR PROGRAMS $42,247FAITH BASED INITIATIVES $20,747MINOR EQUIPMENT $16,599COMMUNITY EVENTS $12,590PATIENT SUPPORT PROGRAMS $6,112LANGUAGE ASSISTANCE $2,529 | Desc |
| Total Program Service Expenses | $6,214,272 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON BAYLISS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3135865052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15500 LUNDY PARKWAY | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KUMAR NEELAM MD | ||||||||
| CHAIRPERSON | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $1,606 | $0 | |
| MORAN RONALD | ||||||||
| VICE CHAIRPERSON | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SMITHBAUER COLINA WILSON KAREN | ||||||||
| SECRETARY - BEG 2015 | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FREAM JULIE | ||||||||
| SECRETARY - END 2015 | 2.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ZAKAR ROBERT | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELSEY MATT | ||||||||
| ASST. TREASURER - END 2015 | 2.00 | 50.00 | Yes (X) | Yes (X) | $0 | $143,529 | $23,477 | |
| CONNOLLY BRIAN | ||||||||
| PRESIDENT & CEO - END 2015 | 2.00 | 52.00 | Yes (X) | Yes (X) | $0 | $2,296,749 | $554,296 | |
| BESONSON DREW | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DABBOUS SAMIR | ||||||||
| DIRECTOR | 2.00 | 50.00 | Yes (X) | $0 | $1,332,145 | $16,546 | ||
| FITZGERALD GERALD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $27,541 | $10,641 | ||
| HENNESSEY JOAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HNATIUK GEORGE MD | ||||||||
| DIRECTOR | 2.00 | 50.00 | Yes (X) | $0 | $128,801 | $6,666 | ||
| KOSCH MARY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KOWALSKI ROBERT | ||||||||
| DIRECTOR - END 2015 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRAMER ROBERT | ||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| O'MALLEY CARLA | ||||||||
| EXEC. DIRECTOR - END 2015 | 2.00 | 50.00 | Yes (X) | $0 | $378,901 | $118,090 | ||
| MAZO KAREN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSOWSKI ROBERT | ||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCHWYN JANE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STANFORD GARY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TINSLEY JASON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YATES DAVID | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YOON IN KWANG MD | ||||||||
| DIRECTOR | 2.00 | 50.00 | Yes (X) | $0 | $394,428 | $44,038 | ||
| WELDAY DOUGLAS | ||||||||
| FORMER EVP - END 2014 | 0.00 | 0.00 | $0 | $432,690 | $103,564 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,136,390 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $877,318 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $625,874 | FundraisingAmt |
| Related Organizations | $2,973,396 | RelatedOrganizationsAmt |
| Government Grants | $110,500 | GovernmentGrantsAmt |
| All Other Contributions | $3,392,702 | AllOtherContributionsAmt |
| Noncash Contributions | $57,102 | NoncashContributionsAmt |
| Total Contributions | $7,102,472 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,109,093 | TotalRevenueColumnAmt |
| Exclusion | $1,109,093 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,501,402 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,799,990 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $701,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $701,412 | TotalRevenueColumnAmt |
| Exclusion | $701,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $196,195 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $625,874 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $521,205 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$325,010 | TotalRevenueColumnAmt |
| Exclusion | -$325,010 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $16,695 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,172 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,523 | TotalRevenueColumnAmt |
| Exclusion | $12,523 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,196 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,196 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,606,686 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,196 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,498,018 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,214,272 | TotalAmt |
| Program Services | $6,214,272 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,534,453 | TotalAmt |
| Fundraising | $1,534,453 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,093 | TotalAmt |
| Fundraising | $163,093 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,904 | TotalAmt |
| Fundraising | $103,904 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,412 | TotalAmt |
| Management And General | $40,412 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,985 | TotalAmt |
| Management And General | $2,985 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,541 | TotalAmt |
| Management And General | $114,541 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,679 | TotalAmt |
| Fundraising | $25,679 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,250 | TotalAmt |
| Fundraising | $50,250 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,104 | TotalAmt |
| Management And General | $8,556 | ManagementAndGeneralAmt |
| Fundraising | $154,548 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,375 | TotalAmt |
| Management And General | $18,375 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132 | TotalAmt |
| Management And General | $132 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,035 | TotalAmt |
| Fundraising | $25,035 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659 | TotalAmt |
| Fundraising | $659 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577 | TotalAmt |
| Fundraising | $2,577 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168 | TotalAmt |
| Management And General | $168 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CORPORATE ALLOCATION | $161,134 | $161,134 | |
| INTER-UNIT SERVICES | $37,673 | $37,673 | |
| EQUIP. RENTAL & MAINT. | $9,292 | $9,292 | |
| SUBS, JOURNALS & BOOKS | $2,902 | $2,902 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,843 | TotalAmt |
| Fundraising | $48,843 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,719,483 | TotalAmt |
| Program Services | $6,214,272 | ProgramServicesAmt |
| Management And General | $346,303 | ManagementAndGeneralAmt |
| Fundraising | $2,158,908 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,893,831 | BOYAmt |
| EOY | $27,090,588 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,041,361 | BOYAmt |
| EOY | $7,911,023 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,010 | BOYAmt |
| EOY | $11,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,833 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,242 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,168 | BOYAmt |
| EOY | $37,591 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,259,883 | BOYAmt |
| EOY | $23,111,689 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,270,253 | BOYAmt |
| EOY | $58,162,594 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,735 | BOYAmt |
| EOY | $165,025 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,338 | BOYAmt |
| EOY | $1,311,641 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,073 | BOYAmt |
| EOY | $1,476,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,866,214 | BOYAmt |
| EOY | $30,847,357 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,978,725 | BOYAmt |
| EOY | $17,597,131 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,009,241 | BOYAmt |
| EOY | $8,241,440 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,854,180 | BOYAmt |
| EOY | $56,685,928 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,270,253 | BOYAmt |
| EOY | $58,162,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$112,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,055,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD HEALTHCARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381405141 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $6,062,757 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $6,062,757 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,555,675 | BeginningYearBalanceAmt |
| Contributions | $232,199 | ContributionsAmt |
| Investment Earnings Or Losses | -$303,321 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $201,914 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,665,933 | OtherExpendituresAmt |
| End Year Balance | $43,616,706 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,959,382 | BeginningYearBalanceAmt |
| Contributions | $20,773,944 | ContributionsAmt |
| Investment Earnings Or Losses | $939,920 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $214,261 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$96,690 | OtherExpendituresAmt |
| End Year Balance | $45,555,675 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,695,737 | BeginningYearBalanceAmt |
| Contributions | $792,571 | ContributionsAmt |
| Investment Earnings Or Losses | $3,310,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $184,576 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$345,071 | OtherExpendituresAmt |
| End Year Balance | $23,959,382 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,445,484 | BeginningYearBalanceAmt |
| Contributions | $795,005 | ContributionsAmt |
| Investment Earnings Or Losses | $1,723,128 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $138,317 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$870,437 | OtherExpendituresAmt |
| End Year Balance | $19,695,737 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,028,139 | BeginningYearBalanceAmt |
| Contributions | $877,025 | ContributionsAmt |
| Investment Earnings Or Losses | $150,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $123,936 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$513,963 | OtherExpendituresAmt |
| End Year Balance | $16,445,484 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.61000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,000 | OtherCostOrOtherBasisAmt |
| Book Value | $35,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,227 | DepreciationAmt |
| Book Value | $2,591 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,015 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,015 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,591 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $1,311,641 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,311,641 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE INTENDED USE OF OAKWOOD HEALTHCARE FOUNDATION'S ENDOWMENT FUNDS IS TO PROVIDE FUNDS TO SUPPORT THE MISSION AND VISION OF THE OAKWOOD HEALTHCARE SYSTEM. OAKWOOD HEALTHCARE FOUNDATION PROVIDES FUNDING FOR ONGOING CAPITAL AND OPERATIONAL NEEDS, COMMUNITY OUTREACH PROGRAMS, SCHOLARSHIPS AND EDUCATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED TIE BALL-FORMAL DANCE | Event1Nm |
| Gross Receipts Event1 | $247,974 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $173,310 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,664 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $50,525 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $37,789 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,195 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $92,809 | OtherDirectExpensesEvent1Amt |
| Event2 | WINE FOR THE SPIRIT-WINE TASTING | Event2Nm |
| Gross Receipts Event2 | $305,138 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $239,150 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $65,988 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $18,408 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $84,779 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $95,561 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $268,957 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $213,414 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $55,543 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $2,600 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $1,567 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $17,197 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $16,618 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $98,957 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $822,069 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $625,874 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $196,195 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,600 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,567 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $86,130 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $139,186 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,395 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $287,327 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $521,205 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$325,010 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $16,695 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $0 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $3,524 | NonCashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $0 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $648 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $16,695 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $3,524 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $648 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $4,172 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $12,523 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | MICHELLE ANDERSON | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15500 LUNDY PARKWAY | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD HEALTHCARE INC | |||||||||
| 15500 LUNDY | DEARBORN | MI | 48126 | 381405141 | 501(C)(3) | $6,062,757 | $0 | N/A | SUPPORT OF THE MISSION AND OPERATIONS OF OAKWOOD HEALTH SYSTEMS. |
| OAKWOOD HOME CARE SERVICES | |||||||||
| 1633 FAIRLANE CIRCLE | ALLEN PARK | MI | 48101 | 382877338 | 501(C)(3) | $101,000 | $0 | N/A | SUPPORT OF THE MISSION AND OPERATIONS OF OAKWOOD HEALTH SYSTEMS. |
| OAKWOOD HEALTH PROMOTIONS INC | |||||||||
| 16351 ROTUNDA DRIVE | DEARBORN | MI | 48120 | 382601965 | 501(C)(3) | $49,980 | $0 | N/A | SUPPORT OF THE MISSION AND OPERATIONS OF OAKWOOD HEALTH SYSTEMS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUNDS RECEIVED BY THE FOUNDATION ARE PLACED IN DONOR DESIGNATED OR UNRESTRICTED FUNDS BASED ON DONOR INTENT. ANNUALLY, FUNDS ARE REQUESTED BY MANAGERS TO SUPPORT OPERATIONAL, CAPITAL AND COMMUNITY OUTREACH INITIATIVES. EACH APPROVED PROJECT IS INCLUDED IN THE DEPARTMENT BUDGET AND ASSIGNED A NUMBER FOR TRACKING. FUNDS ARE RELEASED TO THE PROJECT AS THE DOLLARS ARE SPENT. TO REQUEST REIMBURSEMENT FOR THE EXPENSES, DEPARTMENTS MUST PROVIDE DOCUMENTATION TO SUPPORT THE REQUEST SUCH AS CAPITAL OR PURCHASE REQUISITIONS, CHECK REQUESTS, ETC. UNBUDGETED REQUESTS REQUIRE THE SIGNATURE OF THE SITE CONTROLLER. FUND USE IS TRACKED TO ENSURE THAT FUNDS ARE RELEASED AS DESIGNATED BY THE DONOR AND TO EACH PROJECT WITHIN APPROVED AMOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELSEY MATT | ||||||||||||||
| ASST. TREASURER - END 2015 | $0 | $59,197 | $0 | $76,699 | $0 | $7,633 | $0 | $18,140 | $0 | $5,337 | $0 | $167,006 | $0 | $0 |
| CONNOLLY BRIAN | ||||||||||||||
| PRESIDENT & CEO - END 2015 | $0 | $849,554 | $0 | $775,058 | $0 | $672,137 | $0 | $503,271 | $0 | $51,025 | $0 | $2,851,045 | $0 | $388,452 |
| DABBOUS SAMIR | ||||||||||||||
| DIRECTOR | $0 | $1,302,967 | $0 | $0 | $0 | $29,178 | $0 | $0 | $0 | $16,546 | $0 | $1,348,691 | $0 | $0 |
| O'MALLEY CARLA | ||||||||||||||
| EXEC. DIRECTOR - END 2015 | $0 | $154,202 | $0 | $120,917 | $0 | $103,782 | $0 | $107,845 | $0 | $10,245 | $0 | $496,991 | $0 | $54,319 |
| YOON IN KWANG MD | ||||||||||||||
| DIRECTOR | $0 | $337,129 | $0 | $14,000 | $0 | $43,299 | $0 | $27,528 | $0 | $16,510 | $0 | $438,466 | $0 | $0 |
| WELDAY DOUGLAS | ||||||||||||||
| FORMER EVP - END 2014 | $0 | $0 | $0 | $103,564 | $0 | $329,126 | $0 | $103,564 | $0 | $0 | $0 | $536,254 | $0 | $14,646 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | OAKWOOD HEALTHCARE, INC., A RELATED TAX-EXEMPT ORGANIZATION OF OAKWOOD HEALTHCARE FOUNDATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4A | FOR SOME INDIVIDUALS, THE EMPLOYMENT AGREEMENT MAY PROVIDE THAT IF THE EMPLOYER TERMINATES THE AGREEMENT AND THE PARTIES SEPARATE OTHER THAN FOR CAUSE, THE EMPLOYEE MAY BE ENTITLED TO SEVERANCE PAY. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENTS REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM THE COMPANY. SEVERANCE PAYMENTS MADE BY OAKWOOD HEALTHCARE, INC. DURING 2015 INCLUDE PAYMENTS TO THE FOLLOWING: DOUGLAS WELDAY - $329,126 CARLA O'MALLEY - $68,574 PART I, LINE 4B: OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION. OAKWOOD HEALTHCARE, INC. PAYS COMPENSATION ON BEHALF OF OAKWOOD HEALTHCARE FOUNDATION. OAKWOOD HEALTHCARE, INC. HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THAT IS LIMITED TO THE FOLLOWING PARTICIPANTS: BRIAN CONNOLLY, PRESIDENT AND CEO. DURING 2015, MR. CONNOLLY RECEIVED A PAYMENT OF $599,757 PURSUANT TO THE PLAN PROVISIONS. PART I, LINE 5A: OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION. OAKWOOD HEALTHCARE, INC. PAYS COMPENSATION ON BEHALF OF OAKWOOD HEALTHCARE FOUNDATION. OAKWOOD HEALTHCARE, INC. HAS SHORT-TERM AND LONG-TERM INCENTIVE PLANS FOR EXECUTIVES. INCENTIVE AWARDS ARE CALCULATED BASED ON THE ACHIEVEMENT OF MULTIPLE TARGETS, INCLUDING THE ATTAINMENT OF OPERATING REVENUE TARGETS. PART I, LINE 5B: OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION. OAKWOOD HEALTHCARE, INC.'S OPERATING REVENUE TARGETS, USED FOR PURPOSES OF DETERMINING SHORT-TERM AND LONG-TERM INCENTIVE AWARDS FOR EXECUTIVES, INCLUDE THE REVENUES OF OAKWOOD HEALTHCARE, INC. AND ITS AFFILIATE ORGANIZATIONS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $57,102 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | MISCELLANEOUS | 122 | $0 |
| Yes (X) | JEWELRY | 8 | $0 |
| Yes (X) | TICKETS & TRAVEL | 55 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | INDICATES THE NUMBER OF ITEMS RECEIVED. |
| PART I, LINE 32B: | A THIRD PARTY VENDOR IS USED TO SELL CERTAIN DONATED ITEMS VIA AN ONLINE AUCTION. |
| PART I, LINE 33: | ITEMS REPORTED ON LINES 1, 18, 25, 26 & 27 ARE DONATED AND SOLD AT SILENT AUCTIONS AT SPECIAL EVENTS. OAKWOOD HEALTHCARE FOUNDATION REPORTED THE LESSER OF FAIR MARKET VALUE OR THE AMOUNT RECEIVED AT AUCTION FOR DONATED ITEMS. LINE 9 WAS STOCK DONATED AND THEN SOLD AND RECORDED AT THE SELLING PRICE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | BEAUMONT HEALTH IS THE PARENT CORPORATION AND SOLE MEMBER OF OAKWOOD HEALTHCARE, INC., WHICH IS THE SOLE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION. OAKWOOD HEALTHCARE, INC., ACTING SOLELY AT THE DIRECTION OF THE PARENT, HAS THE RIGHT TO ELECT ONE OR MORE MEMBERS OF OAKWOOD HEALTHCARE FOUNDATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | BEAUMONT HEALTH, AS THE PARENT OF OAKWOOD HEALTHCARE, INC. AND OAKWOOD HEALTHCARE, INC., AS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION HAVE DESIGNATED RESERVED POWERS OVER OAKWOOD HEALTHCARE FOUNDATION'S OPERATIONS, INCLUDING BUT NOT LIMITED TO BUDGET, ACQUISITIONS, CAPITAL PROJECTS AND PARTICIPATION IN JOINT VENTURES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S PROCESS FOR PREPARATION AND REVIEW OF FORM 990 INCLUDES PREPARATION BY AN OUTSIDE ACCOUNTING FIRM AND REVIEW BY LEADERSHIP WITHIN THE FINANCE DEPARTMENT. ADDITIONALLY, THE FORM 990 WAS REVIEWED AT A MEETING OF THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OAKWOOD HEALTHCARE, INC., AS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION, REQUIRES OAKWOOD HEALTHCARE FOUNDATION'S GOVERNING BODY TO ADOPT OAKWOOD HEALTHCARE, INC.'S CONFLICT OF INTEREST POLICY AND PROCEDURES. AS SUCH, OAKWOOD HEALTHCARE FOUNDATION ANNUALLY REQUIRES ITS BOARD MEMBERS, EXECUTIVE LEADERSHIP (INCLUDING OFFICERS AND KEY EMPLOYEES) AND CERTAIN INDEPENDENT CONTRACTORS TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. CONFLICTS EDUCATION IS PROVIDED ANNUALLY TO BOARD MEMBERS AND OTHER PERSONS WHO ATTEND THE BOARD MEETING WHERE SUCH EDUCATION IS PROVIDED. BOARD MEMBERS, EXECUTIVE LEADERS AND KEY INDEPENDENT CONTRACTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS BY COMPLETING A WRITTEN QUESTIONNAIRE. OAKWOOD HEALTHCARE, INC.'S DIRECTOR OF BOARD RELATIONS IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH THE DISCLOSURE PROCESS AND ANY POTENTIAL CONFLICT IS CLEARED BY THE DIRECTOR OF BOARD RELATIONS PURSUANT TO THE CONFLICT OF INTEREST POLICY. FAILURE TO COMPLY WITH THE REQUEST FOR DISCLOSURE COULD RESULT IN REMOVAL FROM THE BOARD. ANNUAL CONFLICT DISCLOSURE STATEMENTS, INCLUDING RESPONSES REQUIRED FOR FORM 990 DISCLOSURE PURPOSES, ARE REVIEWED BY THE OAKWOOD HEALTHCARE, INC. BUSINESS PRACTICES OFFICER (COMPLIANCE OFFICER), THE DIRECTOR OF BOARD RELATIONS, THE SENIOR VP OF ORGANIZATIONAL EXCELLENCE, ACCREDITATION & COMPLIANCE, THE PRESIDENT & CEO, THE BOARD CHAIRPERSONS AND GENERAL COUNSEL. PERSONS REVIEWING THE DISCLOSURES ADDRESS ANY QUESTIONS TO THE RESPONDENT TO ENSURE COMPLETENESS OF RESPONSE. BOARD MEMBERS, EXECUTIVES, OTHER EMPLOYEES AND PARTIES INVOLVED IN TRANSACTIONS WITH THE REPORTING ORGANIZATION ARE REQUIRED TO DECLARE POTENTIAL CONFLICTS VIA THE WRITTEN RESPONSE. IF A POTENTIAL CONFLICT ARISES AFTER SUBMISSION OF THE WRITTEN RESPONSE, THE PARTY MUST AFFIRMATIVELY DISCLOSE SUCH POTENTIAL AS OUTLINED IN THE CONFLICTS STATEMENT. THIS POLICY IS OUTLINED IN THE COVER LETTER THAT IS SENT WITH THE REQUEST FOR WRITTEN RESPONSE TO THE CONFLICT OF INTEREST POLICY. THE RECIPIENT IS DIRECTED TO REPORT A CONFLICT THAT ARISES AT ANY TIME IMMEDIATELY TO THE PRESIDENT AND CEO OR DIRECTOR OF BOARD RELATIONS. IN THE EVENT A POTENTIAL CONFLICT IS RAISED IN THE WRITTEN RESPONSE AND THE INDIVIDUAL HAS NOT PREVIOUSLY RAISED THE POTENTIAL CONFLICT WITH APPROPRIATE PERSONS, THE POTENTIAL CONFLICT WILL BE RAISED EITHER BY THE BOARD CHAIR, GENERAL COUNSEL, THE DIRECTOR OF BOARD RELATIONS OR ANY OTHER MEMBER OR MEETING PARTICIPANT. IN THE EVENT IT IS DETERMINED THAT A CONFLICT IN FACT EXISTS, THE CONFLICTED PARTY IS RESTRICTED TO COMMUNICATING FACTUAL INFORMATION REGARDING THE TRANSACTION OR DECISION AND IS NOT PERMITTED TO PARTICIPATE IN BOARD DELIBERATIONS OR VOTING ON THAT MATTER. POTENTIAL AND ACTUAL CONFLICTS THAT ARE REPORTED AS PART OF THE ANNUAL WRITTEN STATEMENT OR OTHERWISE BROUGHT TO THE BOARD'S ATTENTION ARE RECORDED IN THE BOARD MINUTES, ALONG WITH THE BOARD'S ACTION TAKEN IN RESPONSE TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | OAKWOOD HEALTHCARE, INC., AS THE EMPLOYER, DETERMINES OR APPROVES THE COMPENSATION OF ALL OFFICERS, TRUSTEES, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES PROVIDING SERVICES TO OAKWOOD HEALTHCARE FOUNDATION. ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT IS ENGAGED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND EVALUATES THE COMPENSATION PACKAGES OF THE PRESIDENT, CEO AND OTHER SENIOR EXECUTIVES. THE CONSULTANT REVIEWS THE COMPETITIVENESS OF THESE EXECUTIVES' COMPENSATION RELATIVE TO MARKET COMPENSATION LEVELS AND ENSURES THAT SHORT- AND LONG-TERM INCENTIVE PLAN PAYMENTS ARE COMMENSURATE WITH ACTUAL BUSINESS PERFORMANCE. IN ITS ANNUAL REVIEWS, THE CONSULTANT UTILIZES MULTIPLE PUBLISHED COMPENSATION SURVEYS TO COMPARE THE BASE SALARY LEVELS AND SHORT- AND LONG-TERM INCENTIVE AWARD OPPORTUNITIES OF THE PRESIDENT AND CEO AND OTHER SENIOR EXECUTIVES RELATIVE TO COMPARABLE EXECUTIVE POSITIONS AT OTHER HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY WITH APPROXIMATELY $1.0B IN ANNUAL NET REVENUE. THE ANNUAL REVIEW MEETS THE REQUIREMENTS FOR OBTAINING AN INDEPENDENT COMPENSATION STUDY FOR PURPOSES OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR EXECUTIVE COMPENSATION. IN GATHERING RELEVANT MARKET COMPENSATION DATA FOR ITS EVALUATION, THE CONSULTANT FOLLOWS ITS STANDARD AND GENERALLY ACCEPTED METHODOLOGY FOR STUDIES OF EXECUTIVE COMPENSATION IN TAX-EXEMPT ORGANIZATIONS, INCLUDING THE FOLLOWING STEPS: A) RESEARCHING THE FACTS AND CIRCUMSTANCES SPECIFIC TO OAKWOOD HEALTHCARE, INC. AND SUBSIDIARIES (I.E., ORGANIZATIONAL STRUCTURE, BUSINESS GOALS, FINANCIAL PERFORMANCE, AND OTHER RELEVANT FACTORS ABOUT THE ORGANIZATION); B) UNDERSTANDING THE DUTIES AND SCOPE OF RESPONSIBILITIES OF THE EXECUTIVE POSITIONS IN ORDER TO MATCH THE POSITIONS TO SIMILAR POSITIONS USING RELEVANT SURVEY SOURCES; AND C) ANALYZING MARKET DATA TO DERIVE AN ASSESSMENT OF THE COMPETITIVE RANGE OF MARKET PRACTICE FOR TOTAL COMPENSATION FOR EACH EXECUTIVE POSITION. FOLLOWING THE COMPLETION OF ITS ANNUAL COMPENSATION EVALUATIONS, THE CONSULTANT CONSULTS WITH THE PRESIDENT AND CEO REGARDING THE COMPENSATION OF OTHER SENIOR EXECUTIVES. SIMILARLY, THE CONSULTANT CONSULTS DIRECTLY WITH OAKWOOD HEALTHCARE, INC.'S EXECUTIVE COMMITTEE OF THE BOARD TO DEVELOP RECOMMENDATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND CEO, ABSENT THE PRESENCE OF THE PRESIDENT AND CEO FOR THESE DISCUSSIONS. IN SUMMARY, OAKWOOD HEALTHCARE, INC. AND THE CONSULTANT FOLLOW THESE GUIDELINES IN REVIEWING AND FINALIZING THE PAY OF SENIOR EXECUTIVES: A) THE COMPENSATION ARRANGEMENTS ARE APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD EXECUTIVE COMMITTEE; B) THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY; (I.E., COMPENSATION PAID BY SIMILARLY-SITUATED ORGANIZATIONS FOR POSITIONS WITH SIMILAR SCOPES OF RESPONSIBILITY); AND C) THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS; (I.E., THE RECORDS INCLUDE THE ELEMENTS OF COMPENSATION CONSIDERED, THE DECISIONS MADE, AND THE RATIONALE FOR THE DECISIONS). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | IN 2015, BEAUMONT HEALTH, THE PARENT ORGANIZATION AND SOLE MEMBER OF OAKWOOD HEALTHCARE, INC., WHICH IS IN TURN THE SOLE MEMBER OF OAKWOOD HEALTHCARE FOUNDATION, RESOLVED TO SELECT ONE INDEPENDENT ACCOUNTING FIRM FOR THE SYSTEM, AND PUT THE WORK OUT TO BID WITH SEVERAL QUALIFIED FIRMS. AFTER REVIEW OF THE FIRMS' PROPOSALS AND CONSIDERATION OF THE QUALIFICATIONS OF EACH, THE FINAL DECISION WAS MADE BY THE GOVERNING BODY OF BEAUMONT HEALTH. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAUMONT HEALTH | |||||||||||
| 16500 WEST TWELVE MILE ROAD | SOUTHFIELD | MI | 48076 | 465718220 | PARENT COMPANY OF THE HEALTH SYSTEM | MI | 501(C)(3) | 11C, III-FI | N/A | 0 | |
| BEAUMONT MEDICAL TRANSPORTATION SERVICE | |||||||||||
| 950 W MAPLE SUITE C | TROY | MI | 48084 | 260203703 | MEDICAL TRANSPORTATION SERVICES | MI | 501(C)(3) | 9 | Yes (1) | WILLIAM BEAUMONT HOSPITAL | |
| BOTSFORD CONTINUING CARE CORPORATION | |||||||||||
| 28050 GRAND RIVER AVENUE | FARMINGTON HILLS | MI | 48336 | 382549505 | LONG TERM NURSING CARE | MI | 501(C)(3) | 9 | Yes (1) | BOTSFORD GENERAL HOSPITAL | |
| BOTSFORD GENERAL HOSPITAL | |||||||||||
| 28050 GRAND RIVER AVENUE | FARMINGTON HILLS | MI | 48336 | 381426919 | HOSPITAL | MI | 501(C)(3) | 3 | Yes (1) | BEAUMONT HEALTH | |
| COMMUNITY EMERGENCY MEDICAL SERVICE INC | |||||||||||
| 25400 W EIGHT MILE ROAD | SOUTHFIELD | MI | 48033 | 382410823 | EMERGENCY MEDICAL SERVICES | MI | 501(C)(3) | 9 | Yes (1) | BOTSFORD GENERAL HOSPITAL | |
| HEALTHLINK MEDICAL TRANSPORTATION SERVICES INC | |||||||||||
| 26150 NORTHLINE ROAD | TAYLOR | MI | 48180 | 383338298 | MEDICAL TRANSPORTATION SERVICES | MI | 501(C)(3) | 9 | Yes (1) | COMMUNITY EMERGENCY MEDICAL SERVICE INC | |
| MICHIGAN MOBILE PET IMAGING | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 331086165 | MOBILE PET SCANNING | MI | 501(C)(3) | 11A, I | Yes (1) | OAKWOOD HEALTHCARE INC | |
| OAKWOOD HEALTHCARE INC | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 381405141 | HOSPITAL | MI | 501(C)(3) | 3 | Yes (1) | BEAUMONT HEALTH | |
| OAKWOOD UNITED HOSPITALS INC | |||||||||||
| 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | 382837961 | FACILITY LEASING | MI | 501(C)(3) | 11A, I | Yes (1) | OAKWOOD HEALTHCARE INC | |
| OAKWOOD HOME CARE SERVICES | |||||||||||
| 1633 FAIRLANE CIRCLE NO 100 | ALLEN PARK | MI | 48101 | 382877338 | HOME HEALTH SERVICES | MI | 501(C)(3) | 9 | Yes (1) | OAKWOOD HEALTHCARE INC | |
| OAKWOOD HEALTH PROMOTIONS INC | |||||||||||
| 16351 ROTUNDA DRIVE | DEARBORN | MI | 48120 | 382601965 | ASSISTED AND RESIDENT CARE FACILITIES | MI | 501(C)(3) | 9 | Yes (1) | OAKWOOD HEALTHCARE INC | |
| WILLIAM BEAUMONT HOSPITAL | |||||||||||
| 16500 WEST TWELVE MILE ROAD | SOUTHFIELD | MI | 48076 | 381459362 | HOSPITAL | MI | 501(C)(3) | 3 | Yes (1) | BEAUMONT HEALTH | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAUMONT KIDNEY SPECIALTY SERVICES LLC | ||||||||||||||
| 26400 WEST TWELVE MILE ROAD | SOUTHFIELD | MI | 48034 | 262200439 | DIALYSIS SERVICES | MI | WILLIAM BEAUMONT HOSPITAL | RELATED | -$194,732 | $1,222,269 | 0 | 0 | 0.55900 | |
| BOTSFORD CARE PARTNERS LLC | ||||||||||||||
| 28050 GRAND RIVER AVENUE | FARMINGTON HILLS | MI | 48336 | 454854213 | HEALTHCARE SERVICES | MI | BOTSFORD GENERAL HOSPITAL | RELATED | $1,292,749 | Yes (1) | 0 | 0.50000 | ||
| DEARBORN SCHAEFFER OFFICE COMPANY LLC | ||||||||||||||
| ONE TOWNE SQUARE SUITE 1600 | SOUTHFIELD | MI | 48076 | 262448025 | REAL ESTATE | MI | OAKWOOD HEALTHCARE INC | RELATED | $911,573 | $38,093,314 | 0 | 0 | 0.99000 | -$3,361 |
| OAKMED LLC | ||||||||||||||
| 1938 WOODSLEE DRIVE | TROY | MI | 48083 | 461459737 | PRIVATE DUTY NURSING | MI | OAKWOOD HEALTHCARE INC | RELATED | $229,079 | $520,115 | 0 | 0 | 0.60000 | |
| BEAUMONT HEALTH POOLED INVESTMENT PARTNERSHIP | ||||||||||||||
| 16500 WEST TWELVE MILE ROAD | SOUTHFIELD | MI | 48076 | 611775558 | INVESTMENT MANAGEMENT | MI | OAKWOOD HEALTHCARE FOUNDATION | RELATED | $543,560 | $51,740,229 | 0 | Yes (1) | 1.00000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAUMONT INDEMNITY COMPANY LTD | |||||||||||||||||
| 23 LIME TREE BAY AVENUE | GRAND CAYMAN | GRAND CAYMAN | CJ | 980512415 | PREMIUM DEPOSITS | CJ | WILLIAM BEAUMONT HOSPITAL | C | $53,834,778 | 1.00000 | Yes (1) | ||||||
| BEAUMONT NURSING HOME SERVICES INC | |||||||||||||||||
| 382799842 | ASSISTED CARE LIVING | WILLIAM BEAUMONT HOSPITAL | C | $7,302,081 | 1.00000 | Yes (1) | 16500 WEST TWELVE MILE ROAD | SOUTHFIELD | MI | 48076 | MI | $2,973,096 | |||||
| BEAUMONT PHYSICIANS INSURANCE COMPANY INC | |||||||||||||||||
| 274261262 | PROFESSIONAL INSURANCE | WILLIAM BEAUMONT HOSPITAL | C | $2,871,163 | 1.00000 | Yes (1) | 16500 WEST TWELVE MILE ROAD | SOUTHFIELD | MI | 48076 | MI | -$7,584 | |||||
| BOTSFORD COMMONS PROPERTY ASSOCIATION | |||||||||||||||||
| 383203663 | PROPERTY MANAGEMENT | BOTSFORD CONTINUING CARE CORPORATION | C | $70,401 | 1.00000 | Yes (1) | 28050 GRAND RIVER AVENUE | FARMINGTON HILLS | MI | 48336 | MI | ||||||
| CAPITAL RISK SOLUTIONS | |||||||||||||||||
| PO BOX 1109GT STRATHVALE HOUSE | GEORGETOWN | GRAND CAYMAN | CJ | 381426919 | CAPTIVE INSURANCE (CELL) | CJ | BOTSFORD GENERAL HOSPITAL | C | 1.00000 | Yes (1) | $173,042 | ||||||
| OAKWOOD AFFILIATED VENTURES INC AND SUBSIDIARIES | |||||||||||||||||
| 371753159 | OFFICE OF PHYSICIANS/NON-RESIDENTIAL RENTAL | OAKWOOD HEALTHCARE INC | C | $55,287,276 | 1.00000 | Yes (1) | 15500 LUNDY PARKWAY | DEARBORN | MI | 48126 | MI | -$2,122,790 | |||||
| OAKWOOD ASSURANCE COMPANY LTD | |||||||||||||||||
| BARCLAYS HOUSE 3RD FLOOR SHEDDEN | GEORGETOWN | GRAND CAYMAN | CJ | 980128325 | REINSURANCE | CJ | OAKWOOD HEALTHCARE INC | C | $48,051,151 | 1.00000 | Yes (1) | ||||||
| PARASTAR EMERGENCY SYSTEMS INC | |||||||||||||||||
| 382755982 | MANAGEMENT AND DISPATCH SERVICES | COMMUNITY EMERGENCY MEDICAL SERVICE INC | C | $4,863,972 | 1.00000 | Yes (1) | 25250 W EIGHT MILE ROAD | SOUTHFIELD | MI | 48034 | MI | -$1,538,718 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OAKWOOD HEALTHCARE INC | ||
| C | $2,915,045 | FMV |
| OAKWOOD HEALTHCARE INC | ||
| B | $6,062,757 | FMV |
| OAKWOOD HEALTHCARE INC | ||
| S | $2,991,554 | FMV |
| OAKWOOD HOME CARE SERVICES | ||
| B | $101,000 | FMV |
Comments