OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC (EIN 39-0790565)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201343179349304839
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T18:41:06-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390790565 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD LUTHERAN HOMES ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAKW | NameControl |
| Phone | 6082304257 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK BOVA | Name |
| Title | CFO | Title |
| Phone | 6082304257 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY A HAUMANN | Name |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2013-11-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOE XANTHOPOULOS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14603751 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OAKWOODVILLAGE.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | OAKWOOD IS A LUTHERAN CHURCH-SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE OLDER OR INFIRM PERSONS THROUGH LOVING, CARING, CHRISTIAN COMMUNITIES, RESPONDING TO THEIR PHYSICAL, SOCIAL, EMOTIONAL, INTELLECTUAL, AND SPIRITUAL NEEDS, AND TO ENCOURAGE A SENSE OF FULFILLMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 917 | TotalNbrEmployees |
| Total Nbr Volunteers | 79 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 188746 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 143476 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16931860 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14460271 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1269 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17121875 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14603751 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8404666 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9099023 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7607078 | OtherExpensePriorYear |
| Other Expenses Current Year | 4610919 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16011744 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13709942 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1110131 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 893809 | RevenuesLessExpensesCY |
| Total Assets BOY | 16170410 | TotalAssetsBOY |
| Total Assets EOY | 17581510 | TotalAssetsEOY |
| Total Liabilities BOY | 6465877 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6916368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9704533 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10665142 | NetAssetsOrFundBalancesEOY |
| Mission Description | OAKWOOD IS A LUTHERAN MINISTRY SERVING GENERATIONS OF AGING ADULTS, ENCOURAGING INDIVIDUALITY, WORTH AND WELL-BEING THROUGHOUT LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11030330 | Expense |
| Revenue | 11504256 | Revenue |
| Description | HEBRON OAKS IS A SKILLED NURSING FACILITY, PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, AND ACTIVITIES. DURING 2012, THERE WERE 31,999 CENSUS DAYS OF CARE FOR THESE RESIDENTS. 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, PLANT OPERATION/MAINTENANCE, PHARMACY AND REHABILITATION SERVICES ARE ALSO PROVIDED AS PART OF THE OVERALL SERVICES RENDERED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2214305 | Expense |
| Revenue | 2956015 | Revenue |
| Description | COVENANT OAKS IS A 40 BED DEMENTIA-SPECIFIC ASSISTED LIVING FACILITY. DURING 2012, THERE WERE 13,155 CENSUS DAYS OF CARE FOR THESE RESIDENTS. PAYER SOURCES FOR THESE RESIDENT DAYS INCLUDE PRIVATE PAY AND LIMITED MEDICAID-TYPE PROGRAMS. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY ARE SUBSIDIZED INTERNALLY. THE SERVICES PROVIDED INCLUDE NURSING, RESIDENT ASSISTANCE, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, RECREATIONAL ACTIVITIES, AND SPIRITUAL CARE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13244635 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 63 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 917 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICK BOVA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082304365 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| BRETT ARMSTRONG | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DARRELL BEHNKE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DR ROBERT COLE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BARBARA GESSNER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ALICE GUSTAFSON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| TERRY HANSON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| TOM HANSON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| GARY HERTEL | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BERNIE KNESTING | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| SARAH KRUGER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PAUL SCHMIDT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RAY SCHMITZ | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| EARL THAYER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REV BILL WHITE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KEITH YELINEK | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOE XANTHOPOULOS | ||||||||
| CEO | 12.00 | 62798 | 146530 | 12364 | 28.00 | X | ||
| BARBARA FRASER | ||||||||
| CFO - 2012 | 22.00 | 76688 | 62745 | 13373 | 18.00 | X | ||
| JOHN HOWL | ||||||||
| COO | 40.00 | 163743 | 0 | 15316 | 0.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 303229 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 209275 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 41053 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VOGEL BROS BUILDING CO | |||||
| 2701 PACKERS AVENUE | MADISON | WI | 53704 | SITE PLANNING | 435228 |
| AMERICAN HEALTHTECH INC | |||||
| 574 HIGHLAND COLONY PKWY SUITE 200 | RIDGELAND | MS | 39157 | CLINICAL SW | 204687 |
| AXLEY BRYNELSON LLP | |||||
| PO BOX 1767 | MADISON | WI | 53701 | LEGAL SERVICES | 142737 |
| BAKER TILLY SEARCH & STAFFING | |||||
| TEN TERRACE COURT | MADISON | WI | 53718 | SITE PLANNING | 138644 |
| PERKINS EASTMAN ARCHITECTS | |||||
| 351 WEST HUBBARD STREET SUITE 708 | CHICAGO | IL | 60654 | DESIGN SERVICE | 126880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 143476 | RelatedOrganizations |
| Total Contributions | 143476 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE FEES | 812900 | 12790690 | 12790690 |
| PHARMACY | 446110 | 1438655 | 1438655 |
| OCCUPATIONAL/PHYSICAL THERAPY | 900099 | 146003 | 146003 |
| SPECIAL FEES & SERVICES | 812900 | 83417 | 83417 |
| ACCOMODATION FEES | 900099 | 1506 | 1506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14460271 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4 | TotalRevenueColumn |
| Exclusion | $4 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14603751 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14460271 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174782 | Total |
| Program Services | 174782 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7283622 | Total |
| Program Services | 7283622 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1022442 | Total |
| Program Services | 1022442 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618177 | Total |
| Program Services | 618177 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1022 | Total |
| Program Services | 1022 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417986 | Total |
| Program Services | 417986 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35453 | Total |
| Program Services | 35453 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38574 | Total |
| Program Services | 38574 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332670 | Total |
| Program Services | 332670 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11416 | Total |
| Program Services | 11416 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7879 | Total |
| Program Services | 5373 | ProgramServices |
| Management And General | 2506 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115242 | Total |
| Program Services | 106829 | ProgramServices |
| Management And General | 8413 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 614465 | Total |
| Program Services | 574525 | ProgramServices |
| Management And General | 39940 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59410 | Total |
| Program Services | 55014 | ProgramServices |
| Management And General | 4396 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PHARMACY SUPPLIES & DIN | 2037120 | 1986192 | 50928 |
| ADMIN/GENERAL EXPENSE | 369850 | 10726 | 359124 |
| ALLOCATED CORPORATE | 306314 | 306314 | |
| REPAIR & MAINTENANCE | 198891 | 198891 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64627 | Total |
| Program Services | 64627 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13709942 | Total |
| Program Services | 13244635 | ProgramServices |
| Management And General | 465307 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806335 | BOY |
| EOY | 904409 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1030451 | BOY |
| EOY | 1218538 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275463 | BOY |
| EOY | 272495 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536675 | BOY |
| EOY | 365822 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19346947 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11916941 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7559101 | BOY |
| EOY | 7430006 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5962385 | BOY |
| EOY | 7390240 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16170410 | BOY |
| EOY | 17581510 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2716420 | BOY |
| EOY | 3273116 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8277 | BOY |
| EOY | 6771 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3383915 | BOY |
| EOY | 3266020 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357265 | BOY |
| EOY | 370461 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6465877 | BOY |
| EOY | 6916368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8600295 | BOY |
| EOY | 9488861 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1104238 | BOY |
| EOY | 1176281 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9704533 | BOY |
| EOY | 10665142 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16170410 | BOY |
| EOY | 17581510 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 893809 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 66800 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 217735 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 209987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 154640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 188746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143476 | CurrentTaxYear |
| Total | 914584 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16156050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15270672 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16428742 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16931860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14460271 | CurrentTaxYear |
| Total | 79247595 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16373785 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15480659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16583382 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17120606 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14603747 | CurrentTaxYear |
| Total | 80162179 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 80162179 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3747 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1269 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4 | CurrentTaxYear |
| Total | 5795 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3747 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1269 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4 | CurrentTaxYear |
| Total | 5795 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16377532 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15480715 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16584101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17121875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14603751 | CurrentTaxYear |
| Total | 80167974 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99990 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00010 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00040 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 317519 | OtherCostOrOtherBasis |
| Book Value | 317519 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14229864 | OtherCostOrOtherBasis |
| Depreciation | 8641262 | Depreciation |
| Book Value | 5588602 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4037532 | OtherCostOrOtherBasis |
| Depreciation | 3020807 | Depreciation |
| Book Value | 1016725 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 762032 | OtherCostOrOtherBasis |
| Depreciation | 254872 | Depreciation |
| Book Value | 507160 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7430006 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RECEIVABLE FROM AFFILIATES | 6055414 |
| BOND ISSUANCE COSTS | 62485 |
| INTEREST IN NET ASSETS OF OAKWOOD FOUNDATION | 1176481 |
| CARE COMMUNITY CONTRIBUTION | 60328 |
| CTAIEFC | 35532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7390240 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| WAIT LIST DEPOSITS | $10,500 |
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $158,555 |
| INTEREST RATE SWAPS | $201,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 370461 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14598509 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 40493 | OtherRevenues |
| Revenue Not Rptd F990 | 40493 | RevenueNotRptdF990 |
| Revenue Subtotal | 14558016 | RevenueSubtotal |
| Other Revenues Not Included | 45735 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 45735 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14603751 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13709942 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13709942 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13709942 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATIONS AND RECOGNIZE A TAX LIABILITY IF THE CORPORATIONS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CORPORATIONS BELIEVE THEY ARE NO LONGER SUBJECT TO U.S. FEDERAL, STATE, LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEAR BEFORE 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION 40,493. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS 45,735. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOE XANTHOPOULOS | ||||||||||||||
| CEO | 56771 | 132467 | 6000 | 14000 | 27 | 63 | 0 | 0 | 3709 | 8655 | 66507 | 155185 | 0 | 0 |
| BARBARA FRASER | ||||||||||||||
| CFO - 2012 | 74570 | 61012 | 2118 | 1733 | 0 | 0 | 0 | 0 | 7355 | 6018 | 84043 | 68763 | 0 | 0 |
| JOHN HOWL | ||||||||||||||
| COO | 159761 | 0 | 3758 | 0 | 224 | 0 | 0 | 0 | 15316 | 0 | 179059 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| WI HEALTH & EDUC FACILITY AUTHORITY | ||||||||
| A | 391337855 | 97710VRX8 | 2003-12-01 | 12690000 | TO REFINANCE DEBT ORIGINALLY USED FOR COVENANT OAKS AND GALLERY REMODEL | 0 | 0 | 0 |
| WI HEALTH & EDUC FACILITY AUTHORITY | ||||||||
| B | 391337855 | 2005-03-01 | 36555000 | CONSTRUCTION OF 124 LIFETIME LEASE INDEPENDENT LIVING UNITS (HERITAGE OAKS) | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 3595000 | 12690000 | 12690000 | 240215 | 1999 | 0 | 1 | 1 | 1 | |
| B | 3905000 | 36555000 | 548096 | 2006 | 0 | 0 | 1 | 1 | 36006904 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K SUPPLENTAL INFORMATION | Identifier |
| Explanation | BOND ISSUES THE TOTAL BONDS ISSUED FOR THE 2003 AND 2005 SERIES ARE SHOWN ON SCHEDULE K FOR THE FOUR AFFILIATED CORPORATIONS. EACH ENTITY SHOWS THEIR SHARE OF THE REMAINING BONDS OUTSTANDING AT YEAR END ON THE BALANCE SHEET ON PAGE 11. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS INCLUDE 37 LUTHERAN CHURCHES IN DANE COUNTY, WISCONSIN. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER LUTHERAN CHURCHES HAVE DELEGATES WHO ELECT SOME MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS INITIALLY REVIEWED BY THE FINANCE COUNCIL. THE RETURN IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. THE BOARD OF DIRECTORS OF THE PARENT ORGANIZATION ACCEPTS AND APPROVES THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN BOARD ORIENTATIONS AND IS PROVIDED TO THE BOARD MEMBERS IN THEIR "NEW BOARD MEMBER PACKET", AND ANNUALLY IN THE "UPDATE PACKET" SENT TO ALL MEMBERS. EACH YEAR ALL PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) IS REVIEWED AS PART OF AN ANNUAL PERFORMANCE EVALUATION PROCESS. THE COMPENSATION ARRANGEMENT FOR THE CEO WAS APPROVED IN ADVANCE BY A SEPERATE COMMITTEE AUTHORIZED BY THE BOARD. THIS BOARD COMMITTEE IS COMPOSED OF THREE (3) BOARD CHAIRS FROM SEVERAL OF THE RELATED ORGANIZATIONS, ALL OF WHOM DO NOT HAVE A CONFLICT OF INTEREST. PRIOR TO MAKING ITS DETERMINATION, THE BOARD COMMITTEE OBTAINED AND RELIED ON APPROPRIATE COMPARABLE MARKET DATA OF THE COMPENSATION RANGE FOR EXECUTIVE DIRECTORS/CEOS, AS GATHERED BY THE HR COMMITTEE (THE STANDING COMMITTEE OF THE BOARD), AND REVIEWED THE CEO'S PERFORMANCE IN COMPARISON TO PRE-DETERMINED GOALS. THE BOARD COMMITTEE DOCUMENTED THE BASIS FOR ITS DETERMINATION OF THE CEO'S COMPENSATION CONCURRENT WITH MAKING THAT DETERMINATION. BASED ON ITS DETERMINATION, THE BOARD COMMITTEE THEN MAKES COMPENSATION RECOMMENDATIONS AT AN EXECUTIVE SESSION OF THE ENTIRE BOARD. OTHER KEY POSITIONS ARE ALSO REVIEWED BY THE HR COMMITTEE ON A REGULAR BASIS (QUARTERLY) TO DETERMINE A GRADING AND COMPENSATION LEVEL APPROPRIATE FOR SUCH POSITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 9: | NET ASSETS RELEASED FROM RESTRICTIONS 40,492. CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING 72,043. CONTRIBUTIONS -45,735. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| OAKWOOD VILLAGE APARTMENTS INC | ||||||||||
| 6165 MINERAL POINT RD | MADISON | WI | 53705 | 237401541 | CHRISTIAN COMMUNITY FOR THE ELDERLY | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| OAKWOOD VILLAGE EAST APARTMENT HOMES INC | ||||||||||
| 6165 MINERAL POINT RD | MADISON | WI | 53705 | 391966790 | CHRISTIAN COMMUNITY FOR THE ELDERLY | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| OAKWOOD VILLAGE EAST LUTHERAN HOMES INC | ||||||||||
| 6165 MINERAL POINT RD | MADISON | WI | 53705 | 391966791 | CHRISTIAN COMMUNITY FOR THE ELDERLY | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| OAKWOOD FOUNDATION INC | ||||||||||
| 6165 MINERAL POINT RD | MADISON | WI | 53705 | 391398037 | SERVE OLDER PERSONS | WI | 501(C)(3) | LINE 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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