2013-02-08T11:32:38-06:00 2012-06-30 OAKLAWN PSYCHIATRIC CENTER INC 330 LAKEVIEW DR GOSHEN IN 465289365 990 2011-07-01 351070041 OAKLAWN PSYCHIATRIC CENTER INC OAKL 5745331234 330 LAKEVIEW DR PO BOX 809 GOSHEN IN 465270809 LAURIE N NAFZIGER 5745331234 2013-02-08 false 2013-02-08 2011 2016-02-25 16:41:14Z LAURIE N NAFZIGER PO BOX 809 GOSHEN IN 465270809 40751473 false X WWW.OAKLAWN.ORG X 1959 IN WITH UNCOMMON EXPERTISE IN MENTAL HEALTH AND ADDICTIONS SERVICES, OAKLAWN JOINS WITH INDIVIDUALS, FAMILIES, AND OUR COMMUNITY ON THE JOURNEY TOWARD HEALTH AND WHOLENESS. 18 18 838 45 0 8228721 9299034 26333288 31433807 24775 17185 19614 1447 34606398 40751473 0 0 22739641 24447392 0 11141 10761013 11584856 33500654 36032248 1105744 4719225 21466360 25515344 17058864 16388623 4407496 9126721 WITH UNCOMMON EXPERTISE IN MENTAL HEALTH AND ADDICTIONS SERVICES, OAKLAWN JOINS WITH INDIVIDUALS, FAMILIES, AND OUR COMMUNITY ON THE JOURNEY TOWARD HEALTH AND WHOLENESS. false false 3719773 INPATIENT SERVICES - PROVIDED 5,058 INPATIENT DAYS OF PSYCHIATRIC AND SUBSTANCE ABUSE STABILIZATION. 6542807 RESIDENTIAL SERVICES - IN ADDITION TO THE BEHAVIORAL HEALTH SERVICES FOR THIS POPULATION, THE ORGANIZATION PROVIDED 17,021 DAYS OF CHILD & ADOLESCENT RESIDENTIAL CARE, 8,996 DAYS OF THERAPEUTIC FOSTER CARE, AND 948 DAYS OF TRANSITIONAL LIVING SUPPORT TO ADOLESCENTS MOVING TOWARD INDEPENDENT LIVING. ADDITIONALLY, ADULTS IN TRANSITIONAL AND SEMI-INDEPENDENT LIVING ARRANGEMENTS ARE PROVIDED RESIDENTIAL SUPPORT SERVICES ALONG WITH THEIR NEEDED PSYCHIATRIC AND SUBSTANCE ABUSE SERVICES. A TOTAL OF 30,205 DAYS WERE PROVIDED TO THIS SEGMENT OF THE ADULT POPULATION. 19645390 OUTPATIENT & OTHER - PROVIDED OVER 93,000 CLIENT SERVICE ENCOUNTERS OF GROUP THERAPY, MEDICATION MANAGEMENT, AND INDIVIDUAL THERAPY; PROVIDED OVER 86,000 CLIENT SERVICE ENCOUNTERS OF CARE COORDINATION; PROVIDED 84,000 CLIENT SERVICE ENCOUNTERS OF SKILLS BUILDING IN PERSONAL CARE AND COMMUNITY LIVING; AND PROVIDED AN ADDITIONAL 31,200 ENCOUNTERS OF OTHER COMMUNITY-BASED SERVICES. IN SUMMARY, A TOTAL OF 14,650 CONSUMERS WERE SERVED IN THE FISCAL YEAR. 29907970 true false false false false false false false false true true false false false true true true false false false false false false false false false true true false false true true false false false false false false false false false false true false false false false true false false false false true 38 0 true 838 true false false false false false false X 18 18 false false false false false true false true true false false true true true true true true true true false IN X X LYNN J MILLER OAKLAWN 5745331234 330 LAKEVIEW DR GOSHEN IN 46528 REBECCA BALL-MILLER TROYER POULTRY CEO 0.50 X X 0 0 0 JOHN KLEHFOTH SENIOR TRUST ADVISOR 0.50 X 0 0 0 ROD DILLER MMA TRUST CO PRES & CEO 0.50 X X 0 0 0 CAROL EBERSOLE RETIRED HEALTHCARE ADMINISTRATOR 0.50 X X 0 0 0 VERNITA TODD HEART CITY HEALTH CTR CEO 0.50 X 0 0 0 BRADLEY ROGERS ELKHART COUNTY SHERIFF 0.50 X 0 0 0 DENNIS SHARKEY ELKHART COUNTY COUNCIL 0.50 X 0 0 0 JOHN HUTCHINGS ELKHART COMM SCHOOLS ADMINISTRATOR 0.50 X 0 0 0 AUDRA MARK HOMEMAKER CPA 0.50 X 0 0 0 JEFFREY MCBRIDE DDS ORAL SURGEON 0.50 X 0 0 0 LANCE MILLER ESSENHAUS CFO 0.50 X X 0 0 0 DAVID OGLE ELKHART COUNTY ECON DEV'L EXECUTIVE 0.50 X 0 0 0 CONNIE MCCAHILL MEMORIAL HOSPITAL - SOUTH BEND 0.50 X 0 0 0 FAY SCHWARTZ ATTORNEY 0.50 X 0 0 0 PHIL WIENS INTERRA CREDIT UNION EXEC 0.50 X 0 0 0 RANDALL CAMMENGA MD IU GOSHEN HEALTH PHYSICIAN PRACTICE 0.50 X 0 0 0 KAY BALL UNITED WAY OF ST JOSEPH COUNTY 0.50 X 0 0 0 ROBERT SHREINER CULLAR & ASSOCIATES CPAS 0.50 X 0 0 0 LAURIE NAFZIGER 40.00 X 129853 0 17247 LYNN MILLER 40.00 X 82833 0 15896 GREGG NUSSBAUM 40.00 X 81866 0 13325 DANIEL KINSEY MD 40.00 X 230747 0 30400 JOSH MATHEW MD 40.00 X 194333 0 28817 GARY SELTMAN MD 40.00 X 185565 0 28078 TIMOTHY MCFADDEN MD 40.00 X 183498 0 24918 LARISSA CHISM MD 40.00 X 151655 0 16039 1240350 174720 8 false true false ARAMARK 2300 WARRENVILLE RD DOWNERS GROVE IL 60515 ENV & FOOD SVCS 750455 LOCUM TENENS PO BOX 405547 ATLANTA GA 30384 PHYSICIAN SVCS 699208 FAMILY CHILDREN CTR 1411 LINCOLNWAY EAST MISHAWAKA IN 46544 RES. TX. SVCS 669478 GOLDEN TECHNOLOGIES 2402 BEECH STREET VALPARAISO IN 46383 IT EQUIP/SUPPT 649681 JACKSON & COKER PO BOX 277638 ATLANTA GA 30384 PHYSICIAN SVCS 557230 12 319900 8979134 300000 9299034 PT SVC REV-MEDICARE/MEDICAID 22199462 22199462 PT SVC REVENUE - OTHER GOV'T 5867008 5867008 PT SVC REVENUE -NON-GOV'T 3367337 3367337 31433807 17185 17185 GAIN ON DISPOSAL OF ASSETS 1431 1431 ACCACIA PARTNERSHIP INTEREST 16 16 1447 40751473 31433807 18632 294552 81866 212686 20421013 17813763 2597810 9440 163185 140971 22140 74 2014339 1740132 273289 918 1554303 1342719 210875 709 3783841 2351048 1432793 867495 867495 PURCHASED SERVICES 5523140 4252699 1270441 DEPRECIATION AMORTIZATION 828337 735234 93103 PROVISION FOR DOUBTFUL AC 506930 506930 BOND REMRKTG & BANK FEES 75113 75113 36032248 29907970 6113137 11141 X 80169 28168 8630191 8780383 5995483 6922742 650540 623498 26922443 18300062 5783064 8622381 326913 538172 21466360 25515344 3177480 3198857 302564 292308 12045000 11650000 1533820 1247458 17058864 16388623 X 4407496 9126721 4407496 9126721 21466360 25515344 4719225 X false true true X true true X false false false false false false false 2123227 88323 -8872 76563 2202678 1773483 14450 373843 55372 2123227 1375566 182179 84670 41746 1773483 1391305 106135 -173984 40078 1375566 0.21500 0.78500 false true true 813103 813103 14703031 8661765 6041266 11406309 9638297 1768012 8622381 BOND INTEREST SWAP MARK-TO-MARKET 792458 LONG-TERM DEBT 455000 CAPITALIZED LEASE 1247458 40751473 36032248 4719225 4719225 40751473 40751473 40751473 36032248 36032248 36032248 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS FOR OAKLAWN ARE HELD BY OAKLAWN FOUNDATION FOR MENTAL HEALTH, INC. ALL ENDOWMENT DISTRIBUTIONS BENEFIT THE PROGRAMS OF OAKLAWN. ENDOWMENT DISTRIBUTIONS FURTHER THE MISSION OF OAKLAWN INCLUDING THE GRANTING OF CHARITY & FEE ASSISTANCE TO PATIENTS WHO OTHERWISE ARE UNABLE TO PAY FOR MENTAL HEALTH AND ADDICTIONS TREATMENT SERVICES. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE ORGANIZATION'S CURRENT YEAR AUDITED FINANCIAL STATEMENTS INCLUDED THE FOLLOWING FOOTNOTE REGARDING ANY LIABILITY FOR UNCERTAIN TAX POSITIONS: "U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNISED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BEFEFIT IS RECORDED." THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2012. true true X true X true X true true false false 4318120 4318120 0.11980 4751284 1147861 3603423 0.10000 9069404 1147861 7921543 0.21980 9069404 1147861 7921543 0.21980 true 441631 3916908 3982840 -65932 X true true 1 1 OAKLAWN PSYCHIATRIC CENTER INC

330 LAKEVIEW DRIVE GOSHEN IN 46528

X PSYCHIATRIC HOSPITAL OAKLAWN PSYCHIATRIC CENTER INC 1 true X 12 true true true X true true true 100.0 true 300.0 true X X X X X X X true true X X X false X X true X X X X X X true X false false 2 OAKLAWN SOUTH BEND CLINIC

415 E MADISON STREET SOUTH BEND IN 46617

OUTPATIENT CLINIC & CMHC BASED SERVICES OAKLAWN ELKHART CLINIC

2600 OAKLAND AVENUE ELKHART IN 46517

OUTPATIENT CLINIC & CMHC BASED SERVICES COSTING METHODOLOGY EXPLANATION PART I LINE 7 COMMUNITY BENEFIT EXPENSE HAS BEEN DETERMINED USING THE COST TO CHARGE RATIO METHODOLOGY AS PER SCHEDULE H WORKSHEET INSTRUCTIONS BAD DEBT EXPENSE EXPLANATION PART III LINE 4 BAD DEBT AMOUNT REPORTED IS BASED ON THE COST TO CHARGE RATIO MEDICARE EXPLANATION PART III LINE 8 MEDICARE SHORTFALL AMOUNT IS REPORTED BASED ON THE COST TO CHARGE RATIO COMMUNITY INFORMATION PART VI THE TARGET COMMUNITY POPULATION SERVED BY THE ORGANIZATION IS THE NORTH CENTRAL INDIANA REGION PRIMARILY ELKHART AND ST JOSEPH COUNTIES THE ORGANIZATION SEEKS TO BUILD AWARENESS AND PROVIDE EXPERTISE AND SKILLS TO COMMUNITY PARTNERS PATIENTS AND PATIENT FAMILY MEMBERS DURING THE FISCAL YEAR SEVERAL COMMUNITY EVENTS WERE FACILITATED INCLUDING THE FOLLOWING A PASTORAL CASE CONSULTATION SERIES B SEMINAR UNTO THE THIRD GENERATION A CALL TO END CHILD ABUSE IN THREE GENERATIONS C COSPONSORED SEMINAR NARRATIVES OF GRIEF D COSPONSORED SEMINAR HELPING THE SUICIDAL AND SURVIVORS OF SUICIDE LOSS E SEMINAR PREPARING FAITH COMMUNITIES TO PROTECT CHILDREN F MENTAL HEALTH BREAKFAST SERVICES FOR SEXUALLY MALADAPTIVE YOUTH G MENTAL HEALTH BREAKFAST IMPACT OF TRAUMA ABUSE NEGLECT ON CHILDREN H MENTAL HEALTH BREAKFAST PSYCHIATRIC MEDICATIONS FOR CHILDREN YOUTH I CONFERENCE THE COLLABORATIVE PROBLEM SOLVING APPROACH UNDERSTANDING AND HELPING KIDS WITH SOCIAL EMOTIONAL AND BEHAVIORAL CHALLENGES J MENTAL HEALTH BREAKFAST UNDERSTANDING DBT K MENTAL HEALTH BREAKFAST TEENS AND SUBSTANCE ABUSE OAKLAWN PSYCHIATRIC CENTER INC LINE NUMBER 1 PART V LINE 3 PART V LINE 3 A BROAD REPRESENTATION OF COMMUNITY CONSUMERS AND PROVIDERS PARTICIPATED IN COUNTYWIDE COMMUNITY NEEDS ASSESSMENTS IN BOTH ELKHART ST JOSEPH COUNTIES COMMUNITY MEMBERS INDICATE THAT OBESITY SMOKING DIABETES AND ACCESS TO PRIMARY CARE AND MENTAL HEALTH SERVICES ARE THEIR FIVE MAJOR HEALTH CONCERNS PRIMARY HEALTH NEEDS AMONG THOSE INDIVIDUALS WITH A MENTAL ILLNESS OFTEN GO UNTREATED OAKLAWN IS WORKING CLOSELY WITH PHYSICAL HEALTH PROVIDERS INCLUDING FEDERALLY QUALIFIED HEALTH CENTERS IN THE REGION TO FACILITATE AND ENHANCE THE INTEGRATION OF PHYSICAL AND MENTAL HEALTH CARE MEDICATION COSTS FOR THE TREATMENT OF MENTAL ILLNESS IS OFTEN PROHIBITIVELY EXPENSIVE WHICH HAS CAUSED OAKLAWN TO WORK CLOSELY WITH DRUG COMPANIES TO INCREASE THE ASSISTANCE PROVIDED TO PATIENTS ON EXPENSIVE MEDICINES THIS PAST YEAR MORE THAN 490000 OF MEDICATION ASSISTANCE FUNDING WAS FACILITATED BY OAKLAWN BOTH ELKHART AND ST JOSEPH COUNTIES HAVE BEEN DEEMED TO BE HEALTH PROVIDER SHORTAGE AREAS HPSA BY THE CENTERS FOR MEDICARE AND MEDICAID IN RESPONSE TO THE NEED FOR ACCESS TO MENTAL HEALTH SERVICES AND TO HELP DRAW MENTAL HEALTH PROFESSIONALS TO THE AREA OAKLAWN HAS REGISTERED AS A HSPA PROVIDER AND IS ASSISTING QUALIFIED STAFF TO GAIN ACCESS TO TUITION FORGIVENESS FROM THE NATIONAL PROGRAM OAKLAWN PSYCHIATRIC CENTER INC LINE NUMBER 1 PART V LINE 4 PART V LINE 4 IN ELKHART COUNTY IU HEALTH GOSHEN ELKHART GENERAL IN ST JOSEPH COUNTY MEMORIAL HOSPITAL ST JOSEPH MEDICAL CENTER OAKLAWN PSYCHIATRIC CENTER INC LINE NUMBER 1 PART V LINE 5C PART V LINE 5C THE COUNTYWIDE ASSESSMENT IS AVAILABLE UPON REQUEST AND IS ALSO POSTED ON EACH OF THE COUNTY ACUTE CARE HOSPITAL WEBSITES X X X X false false false false false false false false false DANIEL KINSEY MD 168057 41149 21541 2429 27971 261147 JOSH MATHEW MD 145569 37704 11060 2081 26736 223150 GARY SELTMAN MD 151696 20309 13560 2225 25853 213643 TIMOTHY MCFADDEN MD 148086 22707 12705 2081 22837 208416 LARISSA CHISM MD 146195 5460 16039 167694 ADJ RATE DEMAND REV BONDS-SERIES200 351657690 287468EL2 2006-08-16 14385000 THE PURPOSE OF THE ADJUSTABLE RATE DEMAND REVENUE REFUNDING AND IMPROVEMENT true true false 384616 2007 false true true true false false false false false false false false true true CHARTER ONE RBS CITIZENS NA DBA CHARTER ONE 10.0 false false false false false PURPOSE OF ISSUE DESCRIPTION SCHEDULE K ADJ RATE DEMAND REV BONDSSERIES200 BONDS SERIES 2006 OAKLAWN PSYCHIATRIC CENTER PROJECT ISSUE WAS TO LOWER THE FINANCE COST OF THE 1996 FIXED RATE ISSUE AND TO PROVIDE FOR ADDITIONAL FINANCING OF NEW CONSTRUCTION OF TWO GROUP HOMES AN EDUCATION AND TRAINING CENTER ON THE MAIN CAMPUS AND IMPROVEMENTS AND RENOVATIONS TO THE MAIN CAMPUS TO ACCOMODATE THE CONSOLIDATION OF A NEARBY CLINICAL OFFICE HOUSED IN RENTED SPACE X 1 300000 FAIR MARKET VALUE false true false EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 IN ADDITION TO AN ALL VOLUNTEER BOARD OF DIRECTORS, THE ORGANIZATION IS SUPPORTED BY MORE THAN 45 ACTIVE VOLUNTEERS WHO SERVE IN A VARIETY OF SUPPORT SERVICES. DURING THE FISCAL YEAR OVER 3,300 HOURS OF SERVICE WERE GIVEN BY THESE VOLUNTEERS. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, 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 SPONSORING ORGANIZATION, MENNONITE HEALTH SERVICES ALLIANCE, AS PROVIDED IN THE BY-LAWS AND ARTICLES OF INCORPORATION OF OAKLAWN PSYCHIATRIC CENTER, INC. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 AND RELATED SCHEDULES ARE PREPARED INTERNALLY AND REVIEWED BY SENIOR MANAGEMENT, THE CEO AND THE BOARD OF DIRECTORS PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ANNUALLY SIGN THAT THEY WILL ABIDE BY THE POLICY AND DECLARE ANY CONFLICT OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION OR ITS RELATED ORGANIZATIONS, AND ABSTAIN FROM ANY VOTING WHERE A CONFLICT COULD EXISTS. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION PACKAGE PROVIDED TO THE PRESIDENT & CEO OF THE ORGANIZATION. THE COMPENSATION REVIEW INCLUDES A MARKET ANALYSIS STUDY AND A PERFORMANCE REVIEW. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION PARTICIPATES IN SEVERAL MARKET SURVEYS ANNUALLY. MANAGEMENT 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION IS ACCREDITED BY THE JOINT COMMISSION, MEETING THE REQUIREMENTS FOR THE BEHAVIORAL HEALTH CARE ACCREDITATION PROGRAM. THE ORGANIZATION IS ALSO CERTIFIED BY THE STATE OF INDIANA FAMILY AND SOCIAL SERVICES ADMINISTRATION, DIVISION OF MENTAL HEALTH AND ADDICTION AS AN INDIANA COMMUNITY MENTAL HEALTH CENTER (CMHC). ACCORDINGLY, GOVERNING DOCUMENTS ARE REVIEWED REGULARLY AND PROVIDED TO THESE AND OTHER PUBLIC BODIES. OAKLAWN APARTMENTS INC PO BOX 809 GOSHEN IN 46527 311009854 HUD HOUSNG IN 501C3 7 N/A false OAKAND ESTATES APARTMENTS INC PO BOX 809 GOSHEN IN 46527 383646840 HUD HOUSNG IN 501C3 7 N/A false OAKLAWN FDTN FOR MENTAL HEALTH INC PO BOX 809 GOSHEN IN 46527 356060037 MH PROMOTN IN 501C3 7 N/A false RIVERSIDE CORPORATION PO BOX 809 GOSHEN IN 46527 351875879 HUD HOUSNG IN 501C3 7 N/A false MADISON RESIDENTIAL SERVICES INC PO BOX 809 GOSHEN IN 46527 311135587 HUD HOUSNG IN 501C3 7 N/A false SIMADON CORPORATION PO BOX 809 GOSHEN IN 46527 208473080 HUD HOUSNG IN 501C3 7 N/A false false false true false false false false false false false false false true true false true false false OAKLAWN FDTN FOR MENTAL HEALTH INC C 319900 OAKLAWN APARTMENTS INC P 4540 OAKLAND ESTATES APARTMENTS INC P 1880 OAKLAWN FDTN FOR MENTAL HEALTH INC P 46292 OAKLAWN FDTN FOR MENTAL HEALTH INC N 11141 RIVERSIDE CORPORATION P 931 MADISON RESIDENTIAL SERVICES INC P 4711 SIMADON CORPORATION P 3549 OAKLAWN FDTN FOR MENTAL HEALTH INC C 319900 OAKLAWN APARTMENTS INC P 4540 OAKLAND ESTATES APARTMENTS INC P 1880 OAKLAWN FDTN FOR MENTAL HEALTH INC P 46292 OAKLAWN FDTN FOR MENTAL HEALTH INC N 11141 RIVERSIDE CORPORATION P 931 MADISON RESIDENTIAL SERVICES INC P 4711 SIMADON CORPORATION P 3549