Civic Intelligence

Oakwood Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1398037

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 25, 2018

Organization ProfileWWW.OAKWOODVILLAGE.NET
6201 Mineral Point RoadMadison, WI 53705

(608) 230-4456

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.32x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$252,367

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$18,288,424

Up $1,893,293 (+12%) from 2016

Net Assets

Up

$17,509,844

Up $1,784,199 (+11%) from 2016

Liabilities

Up

$778,580

Up $109,094 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Up

$2,423,895

Up $292,222 (+14%) from 2016

Expenses

Up

$1,454,787

Up $233,670 (+19%) from 2016

Net Income

Up

$969,108

Up $58,552 (+6.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $11,518,909Liabilities 2010: $933,455Net Assets 2010: $10,585,4542010Assets 2011: $11,791,492Liabilities 2011: $836,560Net Assets 2011: $10,954,9322011Assets 2012: $13,059,689Liabilities 2012: $793,715Net Assets 2012: $12,265,9742012Assets 2013: $13,858,068Liabilities 2013: $793,408Net Assets 2013: $13,064,6602013Assets 2014: $14,846,038Liabilities 2014: $847,542Net Assets 2014: $13,998,4962014Assets 2015: $15,110,553Liabilities 2015: $735,842Net Assets 2015: $14,374,7112015Assets 2016: $16,395,131Liabilities 2016: $669,486Net Assets 2016: $15,725,6452016Assets 2017: $18,288,424Liabilities 2017: $778,580Net Assets 2017: $17,509,8442017Assets 2018: $17,140,119Liabilities 2018: $906,517Net Assets 2018: $16,233,6022018Assets 2019: $19,219,638Liabilities 2019: $1,045,309Net Assets 2019: $18,174,3292019Assets 2020: $22,102,250Liabilities 2020: $541,815Net Assets 2020: $21,560,4352020Assets 2021: $25,308,403Liabilities 2021: $765,083Net Assets 2021: $24,543,3202021Assets 2022: $21,507,552Liabilities 2022: $5,380,722Net Assets 2022: $16,126,8302022Assets 2023: $16,778,416Liabilities 2023: $781,159Net Assets 2023: $15,997,2572023Assets 2024: $18,264,383Liabilities 2024: $721,171Net Assets 2024: $17,543,2122024

Highlighted filing

2017

Assets$18,288,424
Liabilities$778,580
Net Assets$17,509,844
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $897,7992010Expenses 2011: $1,103,9952011Expenses 2012: $732,9642012Revenue 2013: $1,821,875Expenses 2013: $1,780,816Net Income 2013: $41,0592013Revenue 2014: $2,235,849Expenses 2014: $1,116,858Net Income 2014: $1,118,9912014Revenue 2015: $2,524,511Expenses 2015: $1,089,548Net Income 2015: $1,434,9632015Revenue 2016: $2,131,673Expenses 2016: $1,221,117Net Income 2016: $910,5562016Revenue 2017: $2,423,895Expenses 2017: $1,454,787Net Income 2017: $969,1082017Revenue 2018: $2,856,581Expenses 2018: $1,584,848Net Income 2018: $1,271,7332018Revenue 2019: $2,690,501Expenses 2019: $2,502,447Net Income 2019: $188,0542019Revenue 2020: $2,416,929Expenses 2020: $1,659,246Net Income 2020: $757,6832020Revenue 2021: $3,654,995Expenses 2021: $1,721,809Net Income 2021: $1,933,1862021Revenue 2022: $1,672,682Expenses 2022: $6,327,106Net Income 2022: -$4,654,4242022Revenue 2023: $3,296,677Expenses 2023: $4,982,031Net Income 2023: -$1,685,3542023Revenue 2024: $2,997,862Expenses 2024: $2,539,655Net Income 2024: $458,2072024

Highlighted filing

2017

Revenue$2,423,895
Expenses$1,454,787
Net Income$969,108
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 25, 2018
Return Version
2017v2.3
Gross Receipts
$16,643,725
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,255,899$17,372,518▲ $2,116,619
Cash and Non-Interest-Bearing Accounts$1,062,307$852,134▼ $210,173
Accounts Receivable$0$48,825▲ $48,825
Prepaid Expenses and Deferred Charges$1,833$3,411▲ $1,578
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$16,395,130$18,288,424▲ $1,893,294
Other Assets Total$75,091$11,536▼ $63,555
Liabilities
Other Liabilities$647,388$762,708▲ $115,320
Accounts Payable and Accrued Expenses$22,098$15,872▼ $6,226
Total Liabilities$669,486$778,580▲ $109,094
Net Assets / Fund Balance
Unrestricted Net Assets$8,366,492$9,687,616▲ $1,321,124
Temporarily Rstr Net Assets$4,140,591$4,603,667▲ $463,076
Permanently Rstr Net Assets$3,218,561$3,218,561→ $0
Total Net Assets Fund Balance$15,725,644$17,509,844▲ $1,784,200
Total Liabilities and Net Assets / Fund Balance$16,395,130$18,288,424▲ $1,893,294

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$71,870$71,870

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$11,153,937$197,579▲ $2,639,776$455,825$13,535,467
2016$10,448,465$1,030,099▲ $757,840$1,082,467$11,153,937
2015$10,317,230$795,086▼ $170,397$493,454$10,448,465
2014$9,868,264$142,810▲ $434,819$78,722$10,367,171
2013$8,338,018$346,702▲ $1,417,017$233,473$9,868,264
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Keith VanlanduytExecutive DirectorPT$136,859$136,859

Board Members and Trustees

NameTitle
Eric HalversonChair
Fred R BovaPresident/CEO
George CarlsonVice Chair
Donna UlteigDirector
Lori WerbeckesDirector
Phil HardacreDirector
Larry LarrabeeEx-officio
Robert ColeEx-officio
Sarah KruegerEx-officio
Carolyn WhiteSecretary
Ed YoungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,132,797
Program Service Revenue
$0
Investment Income
$1,291,098
Other Revenue
$0
All Other Contributions
$1,132,797
Change in Net Assets
$969,108

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$122,392Fair Market Value
Total Noncash Contributions4$122,392-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,423,895
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$815,092
Total Revenue per Audited Statements
$3,238,987
Total Revenue per Form 990
$2,423,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,038,250
Total Fundraising Expense$332,485
Other Expenses$229,031
Salaries, Compensation, and Employee Benefits$187,506
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,038,250--$1,038,250
Other Salaries and Wages-$16,208$145,872$162,080
Office Expenses-$6,304$56,735$63,039
Fees for Service Investment Mgmnt Fees-$53,118-$53,118
Fees for Services Accounting-$4,366$39,291$43,657
Payroll Taxes-$1,186$10,678$11,864
Other Employee Benefits-$1,074$9,670$10,744
Other Expenses--$7,149$7,149
Pension Plan Contributions-$282$2,536$2,818
Conferences and Meetings-$1,308-$1,308
Travel-$198-$198
Fees for Services Legal-$8$72$80
Total Functional Expenses$1,038,250$84,052$332,485$1,454,787

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,454,787
Total Expenses per Audited Statements$1,454,787
Total Expenses per Form 990$1,454,787
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakwood Lutheran Homes Association IncMadison, WI501(c)(3)General Operations$503,105
Oakwood Village Praire Ridge Homes Incoakwood Village Prairie Ridge ApartmMadison, WI501(c)(3)General Operations$239,548
Oakwood Village University Woods Apartments IncMadison, WI501(c)(3)General Operations$191,014
Catholic Charities Respite Care Team MinistryMadison, WI501(c)(3)General Operations$17,000
SailMadison, WI501(c)(3)General Operations$15,000
Oakwood Chamber PlayersMadison, WI501(c)(3)General Operations$10,495
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Donor Annuity Reserves$620,937
Due to Oakwood Lutheran Homes Association$141,771
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the board of directors. Any comments and changes that are accepted are incorporated into the final version.”

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 president/chief executive officer (ceo) is reviewed as part of an annual evaluation process. The compensation arrangement for the president/ceo was approved in advance by a separate committee authorized by the board of directors of oakwood lutheran homes association inc. 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 president/ceo's performance in comparison to predetermined goals. The board committee documented the basis for its determination of the president/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.”

Filing and Contact Details

Filer

Filer Name
Oakwood Foundation Inc
EIN
39-1398037
Phone
6082304456
Address
6201 MINERAL POINT ROAD, MADISON, WI 53705

Signing Officer

Name
Rick Bova
Title
President/CEO
Phone
6082304456
Signed
2018-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Bova
Formed
1981
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment funds were established for programs intended to provide continuing care, education and pastoral care.”

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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0347774
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0347774
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015255899
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017372518
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt071870
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt071870
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt050638
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014169192
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015725644
IRS990/NetAssetsOrFundBalancesEOYAmt017509844
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0943324
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0943324
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0815092
IRS990/NoncashContributionsAmt0122391
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt056735
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06304
IRS990/OfficeExpensesGrp/TotalAmt063039
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt075091
IRS990/OtherAssetsTotalGrp/EOYAmt011536
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09670
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01074
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010744
IRS990/OtherExpensesGrp/Desc0CGA ACTURIAL EXPENSE
IRS990/OtherExpensesGrp/Desc1DONOR APPRECIATION
IRS990/OtherExpensesGrp/FundraisingAmt060482
IRS990/OtherExpensesGrp/FundraisingAmt17149
IRS990/OtherExpensesGrp/TotalAmt060482
IRS990/OtherExpensesGrp/TotalAmt17149
IRS990/OtherLiabilitiesGrp/BOYAmt0647388
IRS990/OtherLiabilitiesGrp/EOYAmt0762708
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0145872
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016208
IRS990/OtherSalariesAndWagesGrp/TotalAmt0162080
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010678
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01186
IRS990/PayrollTaxesGrp/TotalAmt011864
IRS990/PensionPlanContributionsGrp/FundraisingAmt02536
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0282
IRS990/PensionPlanContributionsGrp/TotalAmt02818
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03218561
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03218561
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01833
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03411
IRS990/PrincipalOfficerNm0RICK BOVA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01610193
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0884503
IRS990/PYInvestmentIncomeAmt0521480
IRS990/PYOtherExpensesAmt0162476
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0910556
IRS990/PYSalariesCompEmpBnftPaidAmt0174138
IRS990/PYTotalExpensesAmt01221117
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02131673
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0969108
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01132797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01610193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01659340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01260012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0821062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06483404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0347774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0295230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0285123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0307893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0288278
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01524298
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt071401
IRS990ScheduleA/OtherIncome170Grp/TotalAmt071401
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59770
IRS990ScheduleA/PublicSupportPY170Pct00.56820
IRS990ScheduleA/PublicSupportTotal170Amt04828961
IRS990ScheduleA/SubstantialContributorsTotAmt01654443
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01132797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01610193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01659340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01260012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0821062
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06483404
IRS990ScheduleA/TotalSupportAmt08079103
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.50050
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011153937
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0197579
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013535467
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02639776
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0455825
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010448465
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01030099
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011153937
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0757840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01082467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010317230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0795086
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010448465
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-170397
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0493454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09868264
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0142810
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010367171
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0434819
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt078722
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08338018
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0346702
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09868264
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01417017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0233473
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071870
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071870
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01454787
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0815092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0620937
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1141771
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DONOR ANNUITY RESERVES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OAKWOOD LUTHERAN HOMES ASSOCIATION
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.23770
IRS990ScheduleD/RevenueNotReportedAmt0815092
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02423895
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUNDS WERE ESTABLISHED FOR PROGRAMS INTENDED TO PROVIDE CONTINUING CARE, EDUCATION AND PASTORAL CARE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.26180
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01454787
IRS990ScheduleD/TotalLiabilityAmt0762708
IRS990ScheduleD/TotalRevenuePerForm990Amt02423895
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03238987
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01454787
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt017000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt210495
IRS990ScheduleI/RecipientTable/CashGrantAmt3503105
IRS990ScheduleI/RecipientTable/CashGrantAmt4191014
IRS990ScheduleI/RecipientTable/CashGrantAmt5239548
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC CHARITIES RESPITE CARE TEAM MINISTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2OAKWOOD CHAMBER PLAYERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3OAKWOOD LUTHERAN HOMES ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5OAKWOOD VILLAGE PRAIRE RIDGE HOMES INCOAKWOOD VILLAGE PRAIRIE RIDGE APARTM
IRS990ScheduleI/RecipientTable/RecipientEIN0390807067
IRS990ScheduleI/RecipientTable/RecipientEIN1391969761
IRS990ScheduleI/RecipientTable/RecipientEIN2391873596
IRS990ScheduleI/RecipientTable/RecipientEIN3390790565
IRS990ScheduleI/RecipientTable/RecipientEIN4237401541
IRS990ScheduleI/RecipientTable/RecipientEIN5391966791
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0426 S YELLOWSTONE DRIVE SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16201 MINERAL POINT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt26201 MINERAL POINT ROAD

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,288,424
Liabilities
$778,580
Net assets
$17,509,844
Revenue
$2,423,895
Expenses
$1,454,787
Net income
$969,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.72$17.5$3.00$2.54$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.78$16.0$3.30$4.98$1.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$5.38$16.1$1.67$6.33$4.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.77$24.5$3.65$1.72$1.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.54$21.6$2.42$1.66$0.76
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$1.05$18.2$2.69$2.50$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.91$16.2$2.86$1.58$1.27
2017Detailed filing. Detailed filing data is available for this year.$18.3$0.78$17.5$2.42$1.45$0.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.67$15.7$2.13$1.22$0.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.74$14.4$2.52$1.09$1.43
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.8$0.85$14.0$2.24$1.12$1.12
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.9$0.79$13.1$1.82$1.78$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.79$12.3$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.84$11.0$1.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.93$10.6$0.90