2012-11-13T09:51:15-06:00 2011-12-31 861065772 DELOITTE TAX LLP 200 RENAISSANCE CENTER SUITE 3900 DETROIT MI 48243 990 2011-01-01 382601965 OAKWOOD HEALTH PROMOTIONS INC OAKW 3135865052 16351 ROTUNDA DRIVE DEARBORN MI 48120 MATTHEW ELSEY 3135865052 2012-11-12 1 LORI BOYCE P00121981 3133963000 2011 2016-02-24 21:20:13Z MATTHEW ELSEY 16351 ROTUNDA DRIVE DEARBORN MI 48120 78509662 0 X WWW.OAKWOOD.ORG X 1985 MI PROVISION OF INDEPENDENT LIVING, ASSISTED LIVING, ALZHEIMER CARE, AND SKILLED NURSING CARE. 3 0 601 65 -7854 -7854 39688 50746 33857875 35458810 491167 1727999 740 -7854 34389470 37229701 0 0 0 0 17204996 17363906 0 0 0 14647599 14356096 31852595 31720002 2536875 5509699 80086804 82400721 51207870 49567333 28878934 32833388 OAKWOOD HEALTH PROMOTIONS' PRIMARY EXEMPT PURPOSE IS THE PROVISION OF FOUR DIFFERENT LEVELS OF ELDER CARE: INDEPENDENT LIVING, ASSISTED LIVING, ALZHEIMER CARE, AND SKILLED NURSING CARE. OAKWOOD HEALTH PROMOTIONS ALSO PROVIDES ADULT DAY CARE SERVICES. 0 0 17608541 25071223 OAKWOOD HEALTH PROMOTIONS PROVIDED OVER 64,200 DAYS OF NURSING HOME CARE. OVER 70% OF THE NURSING HOME RESIDENTS WERE MEDICARE OR MEDICAID PATIENTS. OAKWOOD HEALTH PROMOTIONS ALSO PROVIDED OVER $180,000 OF UNCOMPENSATED CARE. 7546518 10387587 OAKWOOD HEALTH PROMOTIONS ALSO PROVIDED SENIOR LIVING APARTMENTS FOR OVER 300 RESIDENTS DURING 2011, WHICH INCLUDED MEALS, ACTIVITIES, SECURITY SERVICES, TRANSPORTATION, FITNESS, ETC. 25155059 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 35 0 601 1 1 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X DAVE KULEK 3132539606 16351 ROTUNDA DR DEARBORN MI 481201119 X ELIZABETH GOCH 32.00 X X 0 231880 57380 MATTHEW ELSEY 2.00 X X 0 221723 34811 BARBARA MEDVEC 2.00 X 0 345292 87812 DAVID ALAN FERBER 40.00 X 105065 0 10591 DOUGLAS WELDAY 1.00 X 0 685837 232792 J JOSEPH DIEDERICH 1.00 X 0 679003 164275 105065 2163735 587661 1 1 1 0 MORRISON MANAGEMENT SPECIALISTS INC PO BOX 102289 ATLANTA GA 303682289 FOOD SERVICES 3320560 THERAPY STAFF LLC PO BOX 538268 ATLANTA GA 303538268 THERAPY SERVICES 187802 COMPU NURSE 8344 HALL ROAD SUITE 114 UTICA MI 483175554 NURSING SERVICES 144561 MASTER CRAFT 12870 INKSTER ROAD REDFORD MI 482393046 CARPET/FLOORING SERVICES 105773 4 50746 50746 NET PATIENT SERVICE 624100 25071223 25071223 APARTMENT RENTAL 623990 9181422 9181422 OTHER RESIDENT SERVICE 623000 987156 987156 ADULT DAY CARE REVENUE 624100 219009 219009 35458810 1337081 1337081 6750 14604 -7854 -7854 -7854 41655525 750 40959219 306138 696306 -305388 390918 390918 37229701 35458810 -7854 1727999 14006097 12605487 1400610 2344800 2110320 234480 1013009 911708 101301 292142 262928 29214 1777 1777 44876 44876 176857 176857 767649 690884 76765 240428 216385 24043 287417 287417 42217 37995 4222 1775546 1597991 177555 53282 47954 5328 13025 11723 1302 1661913 1661913 1369767 1369767 227328 227328 OTHER PURCHASED SERVICE 4058028 3652225 405803 CORPORATE ALLOCATION 1681438 1513294 168144 PHARMACEUTICALS 1023888 921499 102389 BAD DEBT 165242 148718 16524 473276 425948 47328 31720002 25155059 6564943 0 7885773 7449417 2970969 2993102 57445 45066 98793 94581 51861532 21522359 30681272 30339173 37790496 40951078 602056 528304 80086804 82400721 4391855 3305618 26957 715575 13421403 13736816 33367655 31809324 51207870 49567333 X 28878934 32833388 0 0 28878934 32833388 80086804 82400721 X 5509699 -1555245 X 0 1 1 X 0 X 86346 119319 96027 39688 50746 392126 28302474 30069454 32451125 33857875 35455240 160136168 28388820 30188773 32547152 33897563 35505986 160528294 0 0 0 160528294 1430762 1364637 5733550 3719785 301285 12550019 1430762 1364637 5733550 3719785 301285 12550019 21900 823 740 -7854 15609 29841482 31553410 38281525 37618088 35799417 173093922 0.92740 0.91740 0.07250 0.08200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 4087594 4087594 38887105 15950630 22936475 240965 193674 47291 7145557 4761592 2383965 1500311 616463 883848 30339173 ALLOCATED PORTION OF OBLIGATED GROUP DEBT OBLIGATIONS 31345000 DUE TO AFFILIATES 464324 31809324 37229701 31720002 5509699 -1555245 -1555245 3954454 35512736 319992 319992 35192744 2036957 2036957 37229701 31561852 319992 319992 31241860 478142 478142 31720002 PART IV, LINE 2B: THE ESCROW ACCOUNT LIABILITY IS REFUNDABLE RESIDENT DEPOSITS. THESE DEPOSITS CONSIST OF INTEREST-BEARING INVESTMENTS HELD BY OAKWOOD HEALTHCARE PROMOTIONS ("OHP") IN ESCROW FOR CURRENT AND PROSPECTIVE RESIDENTS. INTEREST EARNED ON RESIDENT FUNDS IS AVAILABLE TO OHP; INTEREST EARNED ON FUNDS OF PROSPECTIVE RESIDENTS IS CREDITED TO THEM UNTIL THEY ENTER THE FACILITY OR WITHDRAW THEIR APPLICATION. DEPOSITS ARE REFUNDED AT THE TIME THE RESIDENTS LEAVE THE FACILITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: OHP FOLLOWS ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ASC 740 PRESCRIBES A FINANCIAL STATEMENT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX PROSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SPECIFICALLY, IT CLARIFIES THAT AN ENTITY'S TAX BENEFIT MUST BE "MORE LIKELY THAN NOT" OF BEING SUSTAINED, ASSUMING THAT POSITIONS WILL BE EXAMINED BY TAXING AUTHORITIES WITH FULL KNOWLEDGE OF ALL RELEVANT INFORMATION PRIOR TO RECORDING THE RELATED TAX BENEFIT IN THE FINANCIAL STATEMENTS. IF A TAX POSITION DROPS BELOW THE "MORE-LIKELY-THAN-NOT" STANDARD, THE BENEFIT CAN NO LONGER BE RECOGNIZED. ASSUMPTIONS, JUDGEMENT, AND USE OF ESTIMATES ARE REQUIRED IN DETERMINING IF THE "MORE LIKELY THAN NOT" STANDARD HAS BEEN MET WHEN DEVELOPING THE PROVISION FOR INCOME TAXES. DURING FISCAL YEAR 2010, BASED ON AN ON-GOING EVALUATION OF THE "MORE-LIKELY-THAN-NOT" STANDARD, MANAGEMENT HAD ASSESSED THAT AN UNCERTAIN TAX POSITION WAS PRESENT FROM FISCAL PERIODS 2006 TO 2010, RELATED TO POTENTIAL UNRELATED BUSINESS INCOME RESULTING FROM AN ON-GOING INTERNAL REVENUE SERVICE EXAMINATION. AT DECEMBER 31, 2010, OHP HAD RECORDED AN ACCRUAL, INCLUDING INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS OF $700,000. DURING FISCAL YEAR 2011, THE TAX POSITION OF OHP WAS SUPPORTED AND THE ACCRUAL WAS REVERSED. THE CORPORATION INCLUDES PENALTIES AND INTEREST, IF ANY, WITH ITS PROVISION FOR INCOME TAXES. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED IN INCOME (RENTALS ) 14,604. RECLASS GAIN/LOSS ON DISPOSAL OF FIXED ASSETS 305,388. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET INVESTMENT INCOME/ LOSS 2,033,387. RECLASS FOUNDATION CONTRIBUTION 3,570. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED IN INCOME (RENTALS) 14,604. RECLASS GAIN/LOSS ON DISPOSAL OF FIXED ASSETS 305,388. PART XIII, LINE 4B - OTHER ADJUSTMENTS: NET INVESTMENT INCOME/LOSS 2,033,387. UNREALIZED LOSSES ON INVESTMENTS -1,555,245. 0 1 0 0 0 0 0 0 0 ELIZABETH GOCH 0 160902 0 40641 0 30337 0 41076 0 16304 0 289260 0 0 MATTHEW ELSEY 0 156523 0 45789 0 19411 0 15347 0 19464 0 256534 0 0 BARBARA MEDVEC 0 211113 0 95612 0 38567 0 83643 0 4169 0 433104 0 47159 DOUGLAS WELDAY 0 382052 0 201337 0 102448 0 208042 0 24750 0 918629 0 84957 J JOSEPH DIEDERICH 0 340540 0 272471 0 65992 0 161820 0 2455 0 843278 0 119283 PART I, LINE 4B OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. OAKWOOD HEALTHCARE, INC. PAYS COMPENSATION ON BEHALF OF OAKWOOD HEALTH PROMOTIONS, INC. OAKWOOD HEALTHCARE, INC. HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THAT IS LIMITED TO THE FOLLOWING PARTICIPANTS: BRIAN CONNOLLY, PRESIDENT AND CEO; DOUGLAS WELDAY, EVP OPERATIONS & DIVISION PRESIDENT; AND MICHAEL GEHEB, EVP PHYSICIAN PLAN & OPERATIONS. DURING 2011, MR. CONNOLLY RECEIVED A PAYMENT OF $274,120 AND MR. WELDAY RECEIVED A PAYMENT OF $39,431 PURSUANT TO THE PLAN PROVISIONS. SUPPLEMENTAL INFORMATION PART III PART I, LINE 5A: OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. OAKWOOD HEALTHCARE, INC. PAYS COMPENSATION ON BEHALF OF OAKWOOD HEALTH PROMOTIONS, INC. 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 GROSS REVENUE TARGETS. PART I, LINE 5B: OAKWOOD HEALTHCARE, INC'S GROSS 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. FORM 990, PART VI, SECTION A, LINE 3 OAKWOOD HEALTHCARE, INC., ON BEHALF OF OAKWOOD HEALTH PROMOTIONS, INC., HAS OUTSOURCED THE MANAGEMENT DUTIES OF DIETARY SERVICES, CLINICAL ENGINEERING, FACILITY SERVICES, ENVIRONMENTAL SERVICES, LAUNDRY SERVICES AND NON-CLINICAL SERVICES WITHIN THE COMPANY'S PHYSICIAN PRACTICE DIVISION. ALL COMPANIES ENGAGED TO PROVIDE MANAGERIAL SERVICES FOR THE ORGANIZATION REPORT DIRECTLY TO SITE ADMINISTRATORS AND/OR CORPORATE DIRECTORS EMPLOYED BY OAKWOOD HEALTHCARE, INC. FORM 990, PART VI, SECTION A, LINE 6 OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. FORM 990, PART VI, SECTION A, LINE 7A OAKWOOD HEALTHCARE, INC. IS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC. WITH RIGHT TO ELECT ONE OR MORE MEMBERS OF OAKWOOD HEALTH PROMOTIONS, INC.'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B OAKWOOD HEALTHCARE, INC., AS THE CORPORATE MEMBER OF OAKWOOD HEALTH PROMOTIONS, INC., HAS RESERVED POWERS OVER OAKWOOD HEALTH PROMOTIONS, INC.'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. THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE. FINALLY, THE FORM 990 WAS REVIEWED AT A REGULARLY SCHEDULED 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 HEALTH PROMOTIONS, INC. REQUIRES ADOPTION BY OAKWOOD HEALTH PROMOTIONS, INC.'S GOVERNING BODY OF OAKWOOD HEALTHCARE, INC.'S CONFLICT OF INTEREST POLICY AND PROCEDURES. AS SUCH, OAKWOOD HEALTH PROMOTIONS, INC. 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 100% 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 SR 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, OUTSIDE GENERAL COUNSEL, THE DIRECTOR OF BOARD RELATIONS OR ANY OTHER MEMBER OR MEETING PARTICIPANT BASED ON THEIR REVIEW OF THE ANNUAL DISCLOSURE STATEMENTS. 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. ON AN ANNUAL BASIS, AN INDEPENDENT COMPENSATION 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. HOURS DEVOTED TO RELATED ORGANIZATIONS: FORM 990, PART VII IN ADDITION TO THE HOURS DEVOTED TO OAKWOOD HEALTH PROMOTIONS, INC., JOSEPH DIEDERICH, ELIZABETH GOCH, BARBARA MEDVEC, AND DOUGLAS WELDAY DEVOTE TIME WEEKLY TO SEVERAL RELATED ORGANIZATIONS. THEIR TIME IS SPLIT AS FOLLOWS: JOSEPH DIEDERICH DEVOTES APPROXIMATELY 40 HOURS TO OAKWOOD HEALTHCARE, INC.; 1 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; AND 1 HOUR TO OAKWOOD HEALTHCARE FOUNDATION. ELIZABETH GOCH DEVOTES APPROXIMATELY 8 HOURS TO OAKWOOD HOME CARE SERVICES. BARBARA MEDVEC DEVOTES APPROXIMATELY 40 HOURS TO OAKWOOD HEALTHCARE, INC.; AND 1 HOUR TO OAKWOOD HOME CARE SERVICES. DOUGLAS WELDAY DEVOTES APPROXIMATELY 40 HOURS TO OAKWOOD HEALTHCARE, INC.; 12 HOUR TO OAKWOOD HOME CARE SERVICES; 1 HOUR TO OAKWOOD UNITED HOSPITALS, INC.; AND 2 HOURS TO OAKWOOD HEALTHCARE FOUNDATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,555,245. OAKWOOD HOME CARE SERVICES 1633 FAIRLANE CIRCLE NO 100 ALLEN PARK MI 48101 382877338 HOME HEALTH SERVICES MI 501(C)(3) LINE 9, 509(A)(2) OAKWOOD HEALTHCARE INC 1 OAKWOOD HEALTHCARE INC 15500 LUNDY PARKWAY DEARBORN MI 48126 381405141 HOSPITAL SERVICES MI 501(C)(3) LINE 3, 170(B)(1)(A) N/A 1 OAKWOOD HEALTHCARE FOUNDATION 15500 LUNDY PARKWAY DEARBORN MI 48126 383432073 SUPPORT OAKWOOD HEALTHCARE INC'S HEALTH CARE SYSTEM MI 501(C)(3) LINE 11A, TYPE I-FI OAKWOOD HEALTHCARE INC 1 OAKWOOD UNITED HOSPITALS INC 15500 LUNDY PARKWAY DEARBORN MI 48126 382837961 PROVIDE FACILITIES FOR OAKWOOD HEALTHCARE, INC. MI 501(C)(3) LINE 11A, TYPE I-FI OAKWOOD HEALTHCARE INC 1 MICHIGAN MOBILE PET IMAGING 15500 LUNDY PARKWAY DEARBORN MI 48126 331086165 MOBILE PET SCANNING MI 501(C)(3) LINE 11C, TYPE III-F OAKWOOD HEALTHCARE INC 1 OAKWOOD ENTERPRISES INC 15500 LUNDY PARKWAY DEARBORN MI 48126 382601930 NON-RESIDENTIAL LEASING MI OAKWOOD HEALTHCARE INC C OAKWOOD ASSURANCE COMPANY LTD BARCLAYS HOUSE 3RD FLR SHEDDEN R GEORGETOWN CAYMAN ISL CA 980128325 REINSURANCE MI OAKWOOD HEALTHCARE INC C MIDWEST MEDICAL CENTER 15500 LUNDY PARKWAY DEARBORN MI 48126 263683446 HEALTH CARE SERVICES MI OAKWOOD HEALTHCARE INC C OAKWOOD ACCOUNTABLE CARE ORGANIZATION 15500 LUNDY PARKWAY DEARBORN MI 48126 274627368 HEALTH CARE SERVICES MI OAKWOOD HEALTHCARE INC C OAKLANE MEDICAL SUITES INC 17000 HUBBARD DRIVE SUITE 800 DEARBORN MI 48126 382995065 REAL ESTATE-MEDICAL FACILITY MI OAKWOOD HEALTHCARE INC S 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 OAKWOOD HEALTHCARE INC O 8931045 ACCOUNTS PAYABLE, EXPENSES OAKWOOD HEALTHCARE INC I 94131 CATERING, SITE RENTALS OAKWOOD HEALTHCARE INC O 80567 PAYROLL TRANSFERS OAKWOOD HEALTHCARE FOUNDATION C 50746 CAPITAL CONTRIBUTION FROM OTHERS SCHEDULE R, PART V TRANSACTIONS WITH RELATED ORGANIZATIONS - AMOUNTS INVOLVED: AMOUNTS REPORTED AT SCHEDULE R, PART V, LINE 2, COLUMN (C) ARE PER THE ORGANIZATION'S BOOKS AND RECORDS WHICH ARE KEPT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.