2026-09-18T10:49:44-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2025-01-01 390790565 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC OAKW 6082304699 6165 MINERAL POINT ROAD MADISON WI 53705 PHILIP SMART CHIEF FINANCIAL OFFICER 6082304699 2026-09-16 1 KRISTEN DONLEVY P01670215 4144761880 2026-09-16 2025 PHILIP SMART 6165 MINERAL POINT ROAD MADISON WI 53705 24934912 0 X WWW.OAKWOODVILLAGE.NET X 1948 WI OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS. WE ARE CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION, AND PURPOSE. 5 5 1030 152 0 0 606159 687418 20322263 17628576 124575 673661 78736 46983 21131733 19036638 0 0 0 0 15695405 13550935 0 0 0 11582849 11112012 27278254 24662947 -6146521 -5626309 69594998 70008290 90574635 96513199 -20979637 -26504909 X OAKWOOD IS CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION, AND PURPOSE. 0 1 12963770 8116692 HEBRON OAKS IS A 60 BED SKILLED NURSING FACILITY, PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, AND LIFE ENRICHMENT ACTIVITIES. DURING 2025, THERE WERE 14,720 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 OPERATIONS/MAINTENANCE, PHARMACY AND REHABILITATION SERVICES ARE ALSO PROVIDED AS PART OF THE OVERALL SERVICES RENDERED. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. 3914410 4894590 COVENANT OAKS IS A 40 BED DEMENTIA-SPECIFIC ASSISTED LIVING FACILITY. DURING 2025, THERE WERE 13,884 CENSUS DAYS OF CARE FOR THESE RESIDENTS. PAYER SOURCES FOR THESE RESIDENTS INCLUDE PRIVATE PAY AND LIMITED MEDICAID-TYPE PROGRAMS. RESIDENTS WHO ARE NOT ELIGIBLE FOR PUBLIC ASSISTANCE AND ARE UNABLE TO PAY MAY BE SUBSIDIZED INTERNALLY. THE SERVICES PROVIDED INCLUDE NURSING, RESIDENT ASSISTANCE, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, LIFE ENRICHMENT ACTIVITIES AND PASTORAL CARE. 4309616 4097722 OAKWOOD PHARMACY IS A FULL SERVICE PHARMACY PROVIDING PRESCRIPTION FULFILLMENT, MEDICATION MANAGEMENT, AND RESIDENT CONSULTING SERVICES TO ALL OAKWOOD RESIDENTS. 1183444 566555 HOME HEALTH PROVIDES PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SKILLED NURSING SERVICES TO OAKWOOD RESIDENTS, AS WELL AS OFF-CAMPUS PATIENTS. PAYER SOURCES FOR THESE SERVICES INCLUDE MEDICARE PART A AND SELECT MEDICARE ADVANTAGE PLANS. HOSPICE PROVIDES MEDICAL, EMOTIONAL, AND SPIRITUAL CARE FOR RESIDENTS AND THEIR LOVED ONES WHEN THEY NEED IT MOST. PAYER SOURCES FOR THESE SERVICES MEDICARE PART A AND HOSPICE BENEFITS PROVIDED BY SOME PRIVATE INSURANCE COMPANIES. 1183444 566555 22371240 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 X 113 0 1 1030 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X PHILIP SMART 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 KEVIN HAYDEN CHAIR 2.00 6.00 X X 0 0 0 TOM VERCAUTEREN DIRECTOR 2.00 0.00 X 0 0 0 MARY METZ SECRETARY 2.00 0.00 X X 0 0 0 TERRY GIBSON TREASURER 2.00 0.00 X X 0 0 0 JEFF MAYERS DIRECTOR 2.00 0.00 X 0 0 0 JANICE HAMILTON-CRAWFORD CEO 10.00 30.00 X 521118 0 26547 CHRISTINE O'DONNELL CFO 10.00 30.00 X 274858 0 10298 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 10.00 30.00 X 266859 0 19585 MARY BARROS VP CAPITAL PROJECTS AND FACILITIES 10.00 30.00 X 207363 0 3949 MUSA SUWAREH REGISTERED NURSE 40.00 0.00 X 196824 0 1011 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 10.00 30.00 X 193232 0 24596 ANGELA STUDNICKA PHARMACY DIRECTOR 10.00 30.00 X 191824 0 44124 AMBER DONOVAN ED OF UW 20.00 20.00 X 187592 0 950 2039670 0 131060 43 0 1 0 AVONDALE ROOFING 111 INTERSTATE BLVD EDGERTON WI 53534 ROOFING REPAIRS AND SERVICES 356611 COYLE CARPET ONE LLC 250 W BELTLINE HWY MADISON WI 53713 CARPET INSTALLATION SERVICES 344551 PRO ED CONTINUUM 12919 W GREENFIELD AVE NEW BERLIN WI 53151 MDS SUBMISSIONS FOR SKILLED NURSING 253969 JOAS PAINTING LLC 613 S MAIN ST FORT ATKINSON WI 53538 PAINTING SERVICES 201376 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING/CONSULTING SERVICES 200365 6 687418 687418 NET SERVICE FEES 812900 17628576 17628576 17628576 713241 713241 5858694 5858395 39879 299 -39879 -39580 -39580 MISCELLANEOUS 900099 46983 46983 46983 19036638 17675559 0 673661 279816 209862 69954 10684819 9809628 875191 363933 336640 27293 1417915 1141642 276273 804452 742837 61615 35882 35882 49840 18589 31251 36122 36122 523522 292245 231277 87135 36992 50143 281985 276490 5495 414437 262739 151698 958528 942492 16036 11525 7899 3626 1508437 1497479 10958 2784959 2584453 200506 234842 36302 198540 PHARMACY 2762270 2762270 DINING FOOD COST 576529 576529 ASSET IMPAIRMENT 393783 385233 8550 OPERATING AND MEDICAL S 246483 245186 1297 205733 205733 24662947 22371240 2291707 0 4260484 5003537 11643668 15793733 7654624 974152 280232 274460 854950 586816 64349966 23479427 42293057 40870539 0 3862414 268428 0 2339555 2642639 69594998 70008290 7412038 8130466 26768 0 42347416 41641475 40788413 46741258 90574635 96513199 X -21676545 -27253343 696908 748434 -20979637 -26504909 69594998 70008290 X -5626309 49511 51526 X 0 1 X 1 0 X 1075542 5150336 4029378 606159 687418 11548833 13522355 12155950 15523541 20322263 17628576 79152685 14597897 17306286 19552919 20928422 18315994 90701518 0 0 0 90701518 378058 102436 124159 713241 1317894 378058 102436 124159 713241 1317894 97335 32240 31577 78736 46983 286871 14695232 17716584 19686932 21131317 19076218 92306283 0.98260 0.97780 0.01430 0.00680 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 97,335. 2022 AMOUNT: $ 32,240. 2023 AMOUNT: $ 31,577. 2024 AMOUNT: $ 78,736. 2025 AMOUNT: $ 46,983. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 696908 21662 69386 39522 748434 714657 9191 -25945 995 696908 850828 140198 2543712 2820081 714657 841822 5329 3759 82 850828 573753 9926 231129 -27014 841822 0.63555 0.30077 0.06368 0 1 1 2424827 2424827 45262918 17663266 27599652 686757 407298 279459 15306832 5408863 9897969 668632 668632 40870539 ASSET RETIREMENT OBLIGATION 400000 LEASE OBLIGATION 900687 DUE TO RELATED PARTY 45439831 RENTAL SECURITY DEPOSITS 740 46741258 PART V, LINE 4: THE FUNDS ARE HELD AND MANAGED BY OAKWOOD FOUNDATION FOR PROGRAMS INTENDING TO PROVIDE CONTINUING CARE, EDUCATION, PASTORAL CARE, AND GENERAL PURPOSES. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 268366 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 148959 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1003346 0 0 0 0 0 0 1420671 0 1420671 1 0 1 0 0 0 SCHEDULE F, PART IV, LINE 3 THE FOREIGN CORPORATION OWNED IS UNDER THE THRESHOLD FOR A FORM 5471 TO BE FILED. X X X X X 0 0 0 0 0 0 0 0 0 JANICE HAMILTON-CRAWFORD CEO 499808 0 0 0 21310 0 12250 0 14297 0 547665 0 0 0 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFICER 264402 0 0 0 2457 0 8885 0 10700 0 286444 0 0 0 CHRISTINE O'DONNELL CFO 261274 0 12024 0 1560 0 9198 0 1100 0 285156 0 0 0 ANGELA STUDNICKA PHARMACY DIRECTOR 185253 0 6511 0 60 0 17838 0 26286 0 235948 0 0 0 SUSAN HUSOM HOSPITAL CLINICAL DIRECTOR 183513 0 6500 0 3219 0 6563 0 18033 0 217828 0 0 0 MARY BARROS VP CAPITAL PROJECTS AND FACILITIES 194567 0 12400 0 396 0 2622 0 1327 0 211312 0 0 0 MUSA SUWAREH REGISTERED NURSE 195674 0 1150 0 0 0 810 0 201 0 197835 0 0 0 AMBER DONOVAN ED OF UW 180731 0 6739 0 122 0 0 0 950 0 188542 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97712JEE9 2021-12-29 44124150 REFUND SERIES 2018, 2016 BONDS AND FUND NEW FACILITY 0 0 0 A 1724546 44124150 2233375 506684 1841 873868 29228557 11279825 1 0 1 1 A 0 1 0 0 0.00290 0.00000 0.00290 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/10/2023 FORM 990, PART III, LINE 3 OAKWOOD PREFERRED SERVICES CONSISTING OF HOME HEALTH AND HOSPICE WAS DISSOLVED IN APRIL 2025. FORM 990, PART V, LINE 2A ALL EMPLOYEES RESIDE IN OAKWOOD VILLAGE UNIVERSITY WOODS HOMES. EMPLOYEES CHARGE THEIR TIME TO THE ENTITY THAT THEY ARE PERFORMING SERVICES IN. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE 37 CHURCHES IN DANE COUNTY, WISCONSIN FORM 990, PART VI, SECTION A, LINE 7A DELEGATES FROM MEMBER CHURCHES VOTE TO ELECT THE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B CONTROLLER, CFO AND AUDIT FINANCE AND INSURANCE COUNCIL OF THE OAKWOOD BOARD OF DIRECTORS DO A THOROUGH REVIEW OF THE FORM 990 BEFORE FILING WITH THE IRS. THE DRAFT RETURN IS SHARED WITH ALL BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO AND DISCUSSED WITH NEW BOARD MEMBERS DURING BOARD ORIENTATION. ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IF A CONFLICT OF INTEREST EXISTS OR IS PERCEIVED TO EXIST, THE INDIVIDUAL IN QUESTION SHOULD DISCLOSE THE CONFLICT BEFORE THE BOARD TAKES ANY ACTION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF THE ORGANIZATION TO REVIEW THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) AS PART OF AN ANNUAL PERFORMANCE REVIEW PROCESS. ANNUALLY, HUMAN RESOURCES CONTRACTS WITH AN INDEPENDENT THIRD PARTY TO CONDUCT A MARKET-BASED ANALYSIS AND BENCHMARK OF CEO COMPENSATION THAT UTILIZES DATA FROM REGIONAL ORGANIZATIONS OF SIMILAR SIZE. THE BENCHMARK IS PRESENTED TO THE OAKWOOD BOARD OF DIRECTORS. THE DECISIONS, PROCESS FOR DECISION-MAKING, AND COMMITTEE MEMBERS ARE DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN OFI INVESTMENT 51,526. OAKWOOD ACQUISITIONS LLC 6165 MINERAL POINT RD MADISON WI 53705 821940797 LAND HOLDING COMPANY WI 0 2424827 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 237401541 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 391966790 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 391966791 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD FOUNDATION INC 6201 MINERAL POINT RD MADISON WI 53705 391398037 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 7 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 6201 MINERAL POINT RD MADISON WI 53705 831096645 CHRISTIAN COMMUNITY FOR CARING OF AGING ADULTS WI 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0