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Nonprofiteer
← OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC

Form 990 for tax year 2022

Filed by OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC.

Totals

Total revenue
$17,179,778
Total expenses
$20,709,579
Contributions and grants received
$644,016
Grants paid
$0
Program service revenue
$16,481,690
Investment income
$54,072
Other revenue
$0
Total assets, end of year
$57,855,936
Total liabilities, end of year
$55,289,638
Net assets or fund balances, end of year
$2,566,298
Program services expenses (Part IX)
$18,528,732
Management and general expenses
$2,180,847
Fundraising expenses
$0
Program service expenses (Part III)
$18,528,732

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $644,016

  • 2a · Program service revenue: RESIDENT SERVICE FEES

    total $16,218,366 · related or exempt $16,218,366

  • 2b · Program service revenue: AMORTIZATION OF ENTRANCE FEES

    total $231,781 · related or exempt $231,781

  • 2f · All other program service revenue

    total $31,543 · related or exempt $31,543

  • 3 · Investment income

    total $175,006 · excluded $175,006

  • 7a · Gross sales of assets other than inventory

    securities $915,281

  • 7b · Less cost or other basis and sales expenses

    securities $1,036,215

  • 7c · Gain or loss

    securities -$120,934

  • 7d · Net gain or loss

    total -$120,934 · excluded -$120,934

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $281,062 · program services $252,956 · management and general $28,106

  • 7 · Other salaries and wages

    total $8,747,603 · program services $7,872,843 · management and general $874,760

  • 8 · Pension plan contributions

    total $187,486 · program services $168,737 · management and general $18,749

  • 9 · Other employee benefits

    total $1,357,673 · program services $1,221,906 · management and general $135,767

  • 10 · Payroll taxes

    total $699,538 · program services $629,584 · management and general $69,954

  • 11b · Fees: legal

    total $124,365 · management and general $124,365

  • 11f · Fees: investment management

    total $30,192 · management and general $30,192

  • 11g · Fees: other

    total $1,956,533 · program services $1,760,880 · management and general $195,653

  • 12 · Advertising and promotion

    total $132,574 · program services $119,317 · management and general $13,257

  • 13 · Office expenses

    total $420,872 · program services $378,785 · management and general $42,087

  • 14 · Information technology

    total $340,469 · program services $306,422 · management and general $34,047

  • 16 · Occupancy

    total $1,081,400 · program services $973,260 · management and general $108,140

  • 17 · Travel

    total $8,376 · program services $7,538 · management and general $838

  • 20 · Interest

    total $451,746 · program services $406,571 · management and general $45,175

  • 22 · Depreciation, depletion and amortization

    total $2,789,147 · program services $2,510,232 · management and general $278,915

  • 23 · Insurance

    total $207,454 · program services $186,709 · management and general $20,745

  • 24a · Other expenses: DINING FOOD COST

    total $877,280 · program services $789,552 · management and general $87,728

  • 24b · Other expenses: OPERATING/MEDICAL SUPLI

    total $393,319 · program services $353,987 · management and general $39,332

  • 24c · Other expenses: OUTREACH

    total $294,342 · program services $294,342

  • 24d · Other expenses: PHARMACY

    total $253,101 · program services $227,791 · management and general $25,310

  • 24e · All other expenses

    total $75,047 · program services $67,320 · management and general $7,727

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,440 · end of year $16,400

  • 2 · Savings and temporary cash investments

    beginning of year $35,301 · end of year $16,960

  • 4 · Accounts receivable

    beginning of year $637,119 · end of year $868,274

  • 8 · Inventories for sale or use

    beginning of year $24,871 · end of year $37,925

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,199 · end of year $29,717

  • 10a · Land, buildings and equipment: cost or other basis

    $77,063,808

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,442,853

  • 10c · Land, buildings and equipment, net

    beginning of year $57,752,600 · end of year $55,620,955

  • 11 · Investments: publicly traded securities

    beginning of year $1,731,733 · end of year $754,470

  • 15 · Other assets

    beginning of year $761,003 · end of year $511,235

  • 17 · Accounts payable and accrued expenses

    beginning of year $53,077 · end of year $50,627

  • 20 · Tax-exempt bond liabilities

    beginning of year $13,288,264 · end of year $13,228,917

  • 25 · Other liabilities

    beginning of year $40,298,592 · end of year $42,010,094

  • 27 · Net assets without donor restrictions

    beginning of year $6,613,330 · end of year $2,055,063

  • 28 · Net assets with donor restrictions

    beginning of year $761,003 · end of year $511,235

Mission and programs · 2022

Mission

OAKWOOD IS A LUTHERAN MINISTRY SERVING GENERATIONS OF AGING ADULTS, ENCOURAGING INDIVIDUALITY, WORTH AND WELL-BEING THROUGHOUT LIFE.

Activities or mission (Part I)

OAKWOOD IS A LUTHERAN CHURCH SPONSORED ORGANIZATION WHOSE MISSION IS TO SERVE AGING ADULTS.

  • NURSING CARE - THIS MINISTRY CONSISTS OF A 40 BED SKILLED NURSING FACILITY PROVIDING NURSING SERVICES, THERAPY SERVICES, NUTRITION MANAGEMENT, MEDICATION MANAGEMENT, LIFE ENRICHMENT ACTIVITIES. PAYER SOURCES FOR THESE RESIDENT DAYS INCLUDED PRIVATE PAY, MEDICARE, MANAGED CARE, AND MEDICAID. SOME OF THESE PAYER SOURCES DO NOT COVER THE FULL COST OF CARE. HOUSEKEEPING, LAUNDRY, PLAN 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. DURING 2022, THERE WERE 9,557 DAYS OF CARE.

    Expenses $7,640,169 · Revenue $5,597,399

  • ASSISTED LIVING & DEMENTIA CARE - THIS MINISTRY IS A COMMUNITY BASED RESIDENTIAL FACILITY WITH THREE DISTINCT PROGRAMS OF 20 EACH. DURING 2022, THERE WERE 31,051 DAYS OF CARE. ASSISTED LIVING (OAKWOOD SEASONS), MILD TO MODERATE DEMENTIA CARE (OAKWOOD KNOLL), AND DEMENTIA CARE WITH OTHER PHYSICAL IMPAIRMENTS (OAKWOOD MEADOWS). 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 PASTORALCARE.

    Expenses $8,112,398 · Revenue $8,340,573

  • INDEPENDENT LIVING - GRASSLANDS CONSISTS OF 71 INDEPENDENT LIVING UNITS. DURING 2022, THERE WERE 35,896 DAYS OF CARE. RESIDENTS HAVE CONTINUING CARE CONTRACTS IN CONJUNCTION WITH UNIT OCCUPANCY. PRICING WAS DEVELOPED TO SERVE RESIDENTS THAT COME FROM A MODEST MIDDLE INCOME PRIMARY MARKET. SERVICES INCLUDE: DAILY CHECK INS, HOUSEKEEPING, MAINTENANCE AND FOOD SERVICE PLANS. THERE IS A FULL TIME SOCIAL WORKER, TRANSPORTATION SERVICES AND LIFE ENRICHMENT ACTIVITIES FOR ALL PHYSICAL AND MENTAL CAPABILITIES AS WELL AS A SECURE ENVIRONMENT WITH NURSING STAFF AVAILABLE AS NEEDED. RESIDENTS RECEIVE PRIORITY ACCESS TO ASSISTED LIVING, SKILLED NURSING AND THERAPY SERVICES IF NEEDED.

    Expenses $2,776,165 · Revenue $2,543,718

As filed on the 2022 return.

Listed in Part VII

  • Marje Murray

    CHAIR, COO AS OF 5/10/22

    Total calculated
    $134,735
    From this org
    $0
    From related orgs
    $129,499
    Other
    $5,236
    Hours/week
    2 + 6 related

  • Barbara Gessner

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Calvin Williams

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Martha Jo Church

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Tom Rivers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Wendy Molaska

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Linda Johnson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $233,939
    From this org
    $0
    From related orgs
    $210,427
    Other
    $23,512
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,427 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,296 related
    Nontaxable benefits
    $0 + $16,216 related
    Filer's total
    $0 + $233,939 related

  • Reginald Hislop III

    PRESIDENT/CEO

    Total calculated
    $387,478
    From this org
    $0
    From related orgs
    $371,107
    Other
    $16,371
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,107 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,371 related
    Filer's total
    $0 + $387,478 related

  • Christine O'Donnell

    DIRECTOR OF FINANCE

    Total calculated
    $156,037
    From this org
    $0
    From related orgs
    $152,878
    Other
    $3,159
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,878 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,741 related
    Nontaxable benefits
    $0 + $418 related
    Filer's total
    $0 + $156,037 related

  • Keith Vanlanduyt

    VP OF MARKETING

    Total calculated
    $190,300
    From this org
    $0
    From related orgs
    $169,017
    Other
    $21,283
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,017 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $783 related
    Filer's total
    $0 + $190,300 related

  • Jeffrey Hackel

    CHIEF PEOPLE OFFICER

    Total calculated
    $232,615
    From this org
    $0
    From related orgs
    $210,677
    Other
    $21,938
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,677 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,936 related
    Nontaxable benefits
    $0 + $16,002 related
    Filer's total
    $0 + $232,615 related

  • Angela Studnicka

    PHARMACY DIRECTOR

    Total calculated
    $193,795
    From this org
    $0
    From related orgs
    $165,809
    Other
    $27,986
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,809 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,612 related
    Nontaxable benefits
    $0 + $19,374 related
    Filer's total
    $0 + $193,795 related

  • Maria Klubertanz

    RESIDENT ASSISTANT I

    Total calculated
    $167,836
    From this org
    $0
    From related orgs
    $128,974
    Other
    $38,862
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $128,974 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,956 related
    Nontaxable benefits
    $0 + $21,906 related
    Filer's total
    $0 + $167,836 related

  • Jennifer Maina

    VP OF CLINICAL EXCELLENCE

    Total calculated
    $160,842
    From this org
    $0
    From related orgs
    $140,251
    Other
    $20,591
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,251 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,550 related
    Nontaxable benefits
    $0 + $16,041 related
    Filer's total
    $0 + $160,842 related

  • Kimberly Gochanour

    EXECUTIVE DIRECTOR

    Total calculated
    $163,553
    From this org
    $0
    From related orgs
    $143,246
    Other
    $20,307
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,246 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,796 related
    Nontaxable benefits
    $0 + $15,511 related
    Filer's total
    $0 + $163,553 related

  • Tracy Head

    PHARMACIST EXEMPT

    Total calculated
    $160,029
    From this org
    $0
    From related orgs
    $134,005
    Other
    $26,024
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,005 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,650 related
    Nontaxable benefits
    $0 + $19,374 related
    Filer's total
    $0 + $160,029 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
IT IS THE POLICY OF THE COMPANY TO REVIEW THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO) AS PART OF AN ANNUAL PERFORMANCE EVALUATION PROCESS. BI-ANNUALLY, THE VICE PRESIDENT OF HUMAN RESOURCES USES AN INDEPENDENT AGENCY TO CONDUCT A COMPARABILITY REVIEW USING DATA FROM REGIONAL ORGANIZATIONS WITH SIMILAR BUDGET SIZE. THIS MARKET ANALYSIS WAS LAST PERFORMED IN 2021. THE BENCHMARK DATA IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. THE DECISIONS, PROCESS FOR DECISION MAKING AND COMMITTEE MEMBERS ARE ALL DOCUMENTED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202312899349302561

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