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OAKWOOD FOUNDATION INC

EIN 39-1398037 MADISON, WI

Revenue 2025
$3,075,088
Expenses 2025
$2,510,285

Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E90Z
Classification
1000
Street
6201 MINERAL POINT RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

THE MISSION OF OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS.

  • PROVIDE FUNDING TO 501(C)(3) ORGANIZATIONS IN ORDER TO SERVE THESE PRIORITY NEEDS: BENEVOLENCE FOR OLDER ADULTS WHO CANNOT AFFORD TO PAY THE FULL COST OF CARE; FUNDING FOR CAPITAL ENHANCEMENTS AND PROGRAMS THAT SUPPORT INDEPENDENCE AND ENHANCE QUALITY OF LIFE; AND SPIRITUAL VITALITY.

    Expenses $2,114,309 · Grants $2,114,309

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Sarah Kruger

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Donna Ulteig

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Rod Nordby

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Lori Werbeckes

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Donna Beestman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charlie Bunge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Denis Vogel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Janice Hamilton-Crawford

    CEO

    Total calculated
    $547,665
    From this org
    $0
    From related orgs
    $521,118
    Other
    $26,547
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $499,808 related
    Bonus
    $0
    Other
    $0 + $21,310 related
    Deferred
    $0 + $12,250 related
    Nontaxable benefits
    $0 + $14,297 related
    Filer's total
    $0 + $547,665 related

  • Christine O'Donnell

    CFO

    Total calculated
    $285,156
    From this org
    $0
    From related orgs
    $274,858
    Other
    $10,298
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,274 related
    Bonus
    $0 + $12,024 related
    Other
    $0 + $1,560 related
    Deferred
    $0 + $9,198 related
    Nontaxable benefits
    $0 + $1,100 related
    Filer's total
    $0 + $285,156 related

  • David Mossner

    EXECUTIVE DIRECTOR

    Total calculated
    $133,365
    From this org
    $0
    From related orgs
    $104,788
    Other
    $28,577
    Hours/week
    40

  • Aimme Granger

    CHEIF DEVELOPMENT OFFICER

    Total calculated
    $57,158
    From this org
    $0
    From related orgs
    $51,012
    Other
    $6,146
    Hours/week
    40

  • Susan Rafferty

    CHIEF HUMAN RESOURCES OFFI

    Total calculated
    $286,444
    From this org
    $0
    From related orgs
    $266,859
    Other
    $19,585
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,402 related
    Bonus
    $0
    Other
    $0 + $2,457 related
    Deferred
    $0 + $8,885 related
    Nontaxable benefits
    $0 + $10,700 related
    Filer's total
    $0 + $286,444 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $3,075,088
    Expenses
    $2,510,285
    Contributions
    $1,768,522
    Grants paid
    $2,114,309
  • 2024
    Revenue
    $2,997,862
    Expenses
    $2,539,655
    Contributions
    $1,588,804
    Grants paid
    $2,174,221
  • 2023
    Revenue
    $3,296,677
    Expenses
    $4,982,031
    Contributions
    $1,799,972
    Grants paid
    $4,685,662
  • 2022
    Revenue
    $1,672,682
    Expenses
    $6,327,106
    Contributions
    $1,211,797
    Grants paid
    $5,990,994

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,654,995
    Expenses
    $1,721,809
    Assets (EOY)
    $25,308,403

  • 2020 · 990

    Revenue
    $2,416,929
    Expenses
    $1,659,246
    Assets (EOY)
    $22,102,250

  • 2019 · 990

    Revenue
    $2,690,501
    Expenses
    $2,502,447
    Assets (EOY)
    $19,219,638

  • 2018 · 990

    Revenue
    $2,856,581
    Expenses
    $1,584,848
    Assets (EOY)
    $17,140,119

  • 2017 · 990

    Revenue
    $2,423,895
    Expenses
    $1,454,787
    Assets (EOY)
    $18,288,424

  • 2016 · 990

    Revenue
    $2,131,673
    Expenses
    $1,221,117
    Assets (EOY)
    $16,395,131

  • 2015 · 990

    Revenue
    $2,524,511
    Expenses
    $1,089,548
    Assets (EOY)
    $15,110,553

  • 2014 · 990

    Revenue
    $2,235,849
    Expenses
    $1,116,858
    Assets (EOY)
    $14,846,038

  • 2013 · 990

    Revenue
    $1,821,875
    Expenses
    $1,780,816
    Assets (EOY)
    $13,858,068

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $732,964
    Assets (EOY)
    $13,059,689

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.