Nonprofit · EIN 39-0790565
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC
Tax-exempt · MADISON, WI 53705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $19,036,638 | $24,662,947 | -$5,626,309 | $70,008,290 | $96,513,199 | -$26,504,909 |
| December 31, 2024 | 990 | $21,131,733 | $27,278,254 | -$6,146,521 | $69,594,998 | $90,574,635 | -$20,979,637 |
| December 31, 2023 | 990 | $19,692,710 | $26,952,747 | -$7,260,037 | $73,630,884 | $90,255,497 | -$16,624,613 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $687,418
- Program service revenue
- $17,628,576
- Investment income
- $673,661
- Net gain from sales of assets
- -$39,580
- Other revenue
- $46,983
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $279,816
- Other salaries and wages
- $10,684,819
- Salaries, compensation and benefits (total)
- $13,550,935
- Professional fundraising fees
- $0
- Legal fees
- $35,882
- Accounting fees
- $49,840
- Occupancy
- $958,528
- Travel
- $11,525
- Depreciation
- $2,784,959
- Program services (functional)
- $22,371,240
- Management and general (functional)
- $2,291,707
Balance sheet and other
- Total assets, start of year
- $69,594,998
- Total assets, end of year
- $70,008,290
- Total liabilities, end of year
- $96,513,199
- Net assets, end of year
- -$26,504,909
- Land, buildings and equipment
- $40,870,539
- Publicly traded securities
- $3,862,414
- Net assets without donor restrictions
- -$27,253,343
- Net assets with donor restrictions
- $748,434
- Gross receipts
- $24,934,912
- Employees
- 1,030
- Volunteers
- 152
- Year formed
- 1948
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANICE HAMILTON-CRAWFORD | CEO Officer | 10 | $521,118 | $26,547 |
| SUSAN RAFFERTY | CHIEF HUMAN RESOURCES OFFICER Key employee | 10 | $266,859 | $19,585 |
| CHRISTINE O'DONNELL | CFO Officer | 10 | $274,858 | $10,298 |
| ANGELA STUDNICKA | PHARMACY DIRECTOR Highest-paid employee | 10 | $191,824 | $44,124 |
| SUSAN HUSOM | HOSPITAL CLINICAL DIRECTOR Highest-paid employee | 10 | $193,232 | $24,596 |
| MARY BARROS | VP CAPITAL PROJECTS AND FACILITIES Highest-paid employee | 10 | $207,363 | $3,949 |
| MUSA SUWAREH | REGISTERED NURSE Highest-paid employee | 40 | $196,824 | $1,011 |
| AMBER DONOVAN | ED OF UW Highest-paid employee | 20 | $187,592 | $950 |
| KEVIN HAYDEN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TOM VERCAUTEREN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY METZ | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TERRY GIBSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JEFF MAYERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANICE HAMILTON-CRAWFORD | CEO Officer | 10 | $631,276 | $13,399 |
| SUSAN RAFFERTY | CHIEF HUMAN RESOURCES OFFICER Key employee | 10 | $342,482 | $16,092 |
| CHRISTINE O'DONNELL | CFO Officer | 10 | $301,893 | $8,649 |
| SUSAN HUSOM | HOSPITAL CLINICAL DIRECTOR Highest-paid employee | 10 | $213,786 | $26,913 |
| ANGELA STUDNICKA | PHARMACY DIRECTOR Highest-paid employee | 10 | $192,500 | $39,185 |
| TRACY HEAD | PHARMACIST Highest-paid employee | 10 | $144,699 | $39,086 |
| JENNIFER MAINA | VP OF CLINICAL EXCELLENCE Highest-paid employee | 10 | $152,387 | $17,468 |
| MADELINE WIGER | EXECUTIVE DIRECTOR Highest-paid employee | 10 | $145,543 | $12,877 |
| KEVIN HAYDEN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KELLY SITKIN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TOM VERCAUTEREN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD ROSSMILLER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARY MERTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINE O'DONNELL | CHIEF FINANCIAL OFFICER Officer | 10 | $250,310 | $7,889 |
| MARJORIE MURRAY | CHIEF OPERATING OFFICER (THROUGH OCT) Officer | 10 | $242,865 | $13,307 |
| ANGELA STUDNICKA | PHARMACY DIRECTOR Highest-paid employee | 10 | $170,152 | $20,418 |
| MICHELLE KNUTSON | CONTROLLER Highest-paid employee | 10 | $161,607 | $13,221 |
| SUSAN RAFFERTY | CHIEF HUMAN RESOURCES OFFICER Key employee | 10 | $174,695 | $87 |
| KIMBERLY GOCHANOUR | EXECUTIVE DIRECTOR Highest-paid employee | 10 | $150,555 | $22,762 |
| JENNIFER MAINA | VP OF CLINICAL EXCELLENCE Highest-paid employee | 10 | $146,850 | $22,231 |
| SUSAN HUSOM | HOSPICE CLINICAL DIRECTOR Highest-paid employee | 10 | $141,626 | $21,180 |
| MADELINE WIGER | EXECUTIVE DIRECTOR Officer | 10 | $128,054 | $9,597 |
| KEVIN HAYDEN | INTERIM CEO (THROUGH OCT) Trustee or director, Officer | 10 | $124,712 | $116 |
| JANICE HAMILTON-CRAWFORD | PRESIDENT AND CEO Officer | 10 | $80,371 | $19 |
| LINDA JOHNSON | CFO (THROUGH FEB) Officer | 10 | $70,412 | $5,856 |
| CALVIN WILLIAMS | CHAIR, INTERIM CEO (THRU MAR) Trustee or director, Officer | 10 | $44,135 | $0 |
| PEDER MOREN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KELLY SITKIN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STAN YORK | VICE CHAIR (THROUGH MAY) Trustee or director, Officer | 2 | $0 | $0 |
| TOM HANSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD ROSSMILLER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARY MERTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAN STEIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL DERR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CURTIS BUSH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DOROTHY EDWARDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BARBARA GESSNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TOM RIVERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOY GANDER | DIRECTOR (THRU NOV) Trustee or director | 2 | $0 | $0 |
| WENDY MOLASKA | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6165 MINERAL POINT RD, MADISON, WI 53705-4457
- In care of
- % PAYROLL
- Principal officer (990 for 2025)
- PHILIP SMART, 6165 MINERAL POINT ROAD, MADISON, WI 53705
- Signed the 990
- PHILIP SMART, CHIEF FINANCIAL OFFICER
- Phone
- (608) 230-4699
- Website
- WWW.OAKWOODVILLAGE.NET
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
OAKWOOD IS CALLED TO SERVE A THRIVING COMMUNITY WHERE SENIORS LIVE WITH DIGNITY, CONNECTION, AND PURPOSE.
Program accomplishments
- 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.Expenses $12,963,770 · revenue $8,116,692
- 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.Expenses $3,914,410 · revenue $4,894,590
- OAKWOOD PHARMACY IS A FULL SERVICE PHARMACY PROVIDING PRESCRIPTION FULFILLMENT, MEDICATION MANAGEMENT, AND RESIDENT CONSULTING SERVICES TO ALL OAKWOOD RESIDENTS.Expenses $4,309,616 · revenue $4,097,722
- 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.Expenses $1,183,444 · revenue $566,555
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0790565
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E910)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $70,008,290
- Income (IRS master file)
- $24,934,912
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $19,036,638 | $24,662,947 | $70,008,290 | XML |
| 990 | December 2024 | $21,131,733 | $27,278,254 | $69,594,998 | XML |
| 990 | December 2023 | $19,692,710 | $26,952,747 | $73,630,884 | XML |
| 990 | December 2022 | $17,509,891 | $23,527,564 | $73,340,992 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0790565).
Questions about OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC
- What is the EIN of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC?
- The employer identification number (EIN) of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC is 39-0790565.
- Is OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Which annual return does OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC?
- The 990 for the year ended December 31, 2025 names PHILIP SMART.
- Who are the officers and directors of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC?
- The 990 for the year ended December 31, 2025 lists 13 people; 8 received compensation from the organization, the highest $521,118 (JANICE HAMILTON-CRAWFORD, CEO).
- How much revenue does OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $19,036,638, expenses of $24,662,947 and total assets of $70,008,290 at year end.
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