Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
OAKWOOD HEALTHCARE INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
15500 LUNDY PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DEARBORN, MI48126
D Employer identification number

38-1405141
E Telephone number

G Gross receipts $ 1,634,559,224
F Name and address of principal officer:
JOHN KEUTEN
15500 LUNDY PARKWAY
DEARBORN,MI48126
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.OAKWOOD.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1948
M State of legal domicile: MI
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 10,215
6 Total number of volunteers (estimate if necessary) ............. 6 2,134
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 13,247,074
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 1,609,452
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,926,298 5,820,090
9 Program service revenue (Part VIII, line 2g) ......... 1,155,861,675 1,172,419,901
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 22,583,183 39,072,074
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,410,539 3,740,192
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,187,781,695 1,221,052,257
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 16,286,449 37,539,797
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 537,407,377 558,161,323
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet500,113    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 593,108,461 571,871,407
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,146,802,287 1,167,572,527
19 Revenue less expenses. Subtract line 18 from line 12....... 40,979,408 53,479,730
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,119,730,666 1,154,330,269
21 Total liabilities (Part X, line 26)............. 657,044,332 696,167,478
22 Net assets or fund balances. Subtract line 21 from line 20..... 462,686,334 458,162,791
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 574,446,932 including grants of $ 23,471,427 ) (Revenue $ 881,697,524 )
PATIENT CARE SERVICES OAKWOOD HEALTHCARE SYSTEM (OHS) OPERATES 4 ACUTE CARE HOSPITALS AND 65 OUTPATIENT CARE SITES SERVING 30 COMMUNITIES. WITH 1,229 LICENSED ACUTE CARE BEDS, OAKWOOD CARED FOR APPROXIMATELY 56,411 ADMISSIONS AND AVERAGED A DAILY INPATIENT CENSUS OF 747 PATIENTS IN 2014. OHS PERFORMED ABOUT 14,800 INPATIENT SURGERIES AND 44,575 OUTPATIENT SURGERIES OF WHICH 397 WERE OPEN HEART. WITH ALMOST 194,150 EMERGENCY ROOM VISITS ACROSS FIVE LOCATIONS AND 241,170 ACUTE CARE OUTPATIENT REGISTRATIONS, OAKWOOD OFFERS A COMPREHENSIVE MENU OF SERVICES ACROSS THE CONTINUUM, INCLUDING TRAUMA, ACUTE CARE, REHABILITATION AND MENTAL HEALTH SERVICES. OAKWOOD CURRENTLY HOLDS APPROXIMATELY 38.5% OF THE INPATIENT MARKET SHARE IN A PRIMARY SERVICE AREA COVERING 500 SQUARE MILES SERVING A POPULATION OF ALMOST 950 THOUSAND PEOPLE. OAKWOOD CLINICIANS DELIVER EVIDENCE BASED CARE USING PROTOCOLS AND STANDARD ORDER SETS AND WAS THE FIRST SYSTEM IN SOUTHEASTERN MICHIGAN TO VOLUNTARILY PROVIDE QUALITY AND PRICING INFORMATION ON ITS WEBSITE. OAKWOOD HAS DEVELOPED A SET OF KEY SERVICE LINES THAT REPRESENT NEARLY 44.1% OF THE INPATIENT ADMISSIONS. THE SERVICE LINES FOCUS ON HEART AND VASCULAR SERVICES, WOMEN'S HEALTH, ORTHOPEDICS, NEUROSCIENCES AND CANCER CARE.
4b (Code:   ) (Expenses $ 71,592,998 including grants of $ 14,068,370 ) (Revenue $ 37,788,091 )
GRADUATE MEDICAL EDUCATIONOAKWOOD OFFERS ALLOPATHIC, OSTEOPATHIC AND PODIATRIC MEDICAL RESIDENCY PROGRAMS TO ENHANCE THE DELIVERY OF PATIENT CARE. THERE ARE APPROXIMATELY 65 FACULTY AND OVER 300 MEDICAL RESIDENTS COVERING 19 PROGRAMS. PROGRAMS INCLUDE PRIMARY CARE SPECIALTIES, OB/GYN, GERIATRICS, RADIOLOGY, PODIATRY, TRANSITIONAL EDUCATION, OPHTHALMOLOGY AND OTHERS. OAKWOOD PARTICIPATES IN WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE (WSU SOM) SPONSORED PROGRAMS INCLUDING OTOLARYNGOLOGY, UROLOGY, DERMATOLOGY, PHYSICAL MEDICINE AND REHABILITATION AND ORTHOPEDICS RESIDENCY PROGRAMS. ALL OF THE ALLOPATHIC RESIDENCY PROGRAMS ARE AFFILIATED WITH THE NATIONALLY RANKED WSU SOM. THE OSTEOPATHIC PROGRAMS ARE AFFILIATED WITH MICHIGAN STATE UNIVERSITY'S COLLEGE OF OSTEOPATHIC MEDICINE. THE RESIDENCY PROGRAMS HAVE FILLED NEARLY 100% OF THEIR SLOTS OFFERED IN THE MATCH OVER THE LAST 3 YEARS AND HAVE GRADUATING CLASSES WITH NEAR 100% BOARD PASS RATES. THE SYSTEM PARTICIPATED IN APPROXIMATELY 100 CLINICAL TRIALS AND WAS ACTIVE IN ORIGINAL RESEARCH. OAKWOOD'S MEDICAL EDUCATION PROGRAMS ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION AND THE AMERICAN OSTEOPATHIC ASSOCIATION.
4c (Code:   ) (Expenses $ 289,679,272 including grants of $   ) (Revenue $ 198,684,246 )
UNCOMPENSATED AND UNDER-COMPENSATED CARE SERVICESOAKWOOD'S UNCOMPENSATED CARE FOR OUR COMMUNITIES IS EXEMPLIFIED BY CARE PROVIDED TO PERSONS NEEDING EMERGENCY AND INPATIENT CARE AS WELL AS OTHER SERVICES. OAKWOOD DELIVERED PATIENT CARE SERVICES TO OUR COMMUNITY'S UN-INSURED AND UNDER-INSURED THROUGH OUR CHARITY CARE (OAK ASSIST) PROGRAM. OAKWOOD WROTE OFF APPROXIMATELY 7,200 CASES AT AN ESTIMATED $35 MILLION IN CHARGES AT A COST OF $8.7 MILLION TO CHARITY CARE IN 2014. FEDERAL POVERTY GUIDELINES, ABSENCE OF ASSETS, CREDIT SCORES AND A NUMBER OF OTHER CRITERIA ARE USED TO ENSURE THAT OAKWOOD PROVIDES THE CARE TO THE MOST DESERVING OF OUR POPULATION. ANOTHER COMPONENT TO OAKWOOD'S TOTAL UNCOMPENSATED CARE IS COMPRISED OF BAD DEBT AND LOSSES INCURRED ON OUR MEDICAID BOOK OF BUSINESS. IN 2014, OAKWOOD WROTE OFF APPROXIMATELY $137.3 MILLION IN BAD DEBT (ADJUSTED FOR PATIENT DISCOUNT) AT A COST OF APPROXIMATELY $36.7 MILLION. IN ADDITION, 20.8% OF OAKWOOD'S PATIENT REVENUE IS FROM THE MEDICAID PROGRAMS. UNFORTUNATELY, MEDICAID REIMBURSEMENT IS INSUFFICIENT TO COVER COSTS OF THE CARE AND FALL ABOUT $45.2 MILLION SHORT. IN TOTAL, OAKWOOD PROVIDED ALMOST $289.7 MILLION (GROSS CHARGES) IN UNCOMPENSATED CARE IN 2014.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet935,719,202
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
988
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
10,215
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSHARON BAYLISS

15500 LUNDY PARKWAY
DEARBORN,MI48126 (313) 586-5052
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LEWIS JOHN........................................................................
CHAIRPERSON
1.00
.......................10.00
X   X       0 0 0
(2) CONNOLLY BRIAN........................................................................
PRESIDENT & CEO
40.00
.......................25.00
X   X       2,510,759 0 621,981
(3) HENOCH MALCOLM MD........................................................................
SVP & CMO
40.00
.......................15.00
X           652,969 0 165,199
(4) ARDISANA LIZABETH........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(5) FREAM JULIE........................................................................
TRUSTEE
1.00
.......................11.00
X           0 0 0
(6) HALL RONALD JR........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(7) JUDD LEON........................................................................
TRUSTEE
1.00
.......................1.00
X           0 0 0
(8) KRAMER ROBERT........................................................................
TRUSTEE
1.00
.......................1.00
X           0 0 0
(9) KUMAR NEELAM MD........................................................................
TRUSTEE
1.00
.......................1.00
X           9,853 0 0
(10) MULLOY MARTIN........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(11) NORCIA JERRY........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(12) O'BRIEN TIMOTHY........................................................................
TRUSTEE
1.00
.......................10.00
X           0 0 0
(13) PRASAD PINNAMANENI MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(14) RASHID CARL........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(15) ROSOWSKI ROBERT........................................................................
TRUSTEE
1.00
.......................1.00
X           0 0 0
(16) SAELI THOMAS........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(17) SCRIBNER EDGAR........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) LLOYD SETH........................................................................
SECRETARY, SVP & GENERAL COUNSEL
40.00
.......................5.00
    X       400,352 0 14,859
(19) KEUTEN JOHN........................................................................
EVP & CFO
31.00
.......................40.00
    X       710,582 0 159,115
(20) CAMPBELL DAVID........................................................................
EVP OPS. SYS. STRAT. & GROWTH
50.00
.......................2.00
      X     679,591 0 194,519
(21) CONWAY PAUL........................................................................
SVP HUMAN RESOURCES
40.00
.......................15.00
      X     416,195 0 116,084
(22) D'AGOSTINO MAUREEN........................................................................
SVP ORGANIZ. EXCELLENCE
50.00
.......................0.00
      X     313,937 0 105,804
(23) GEHEB MICHAEL MD........................................................................
EVP PHYS. PLAN & OPS.
50.00
.......................1.00
      X     726,744 0 185,758
(24) HUGHES EDITH........................................................................
SITE PRESIDENT
50.00
.......................0.00
      X     333,337 0 52,306
(25) ISENSTEIN BILL........................................................................
SVP MANAGED CARE
50.00
.......................0.00
      X     476,228 0 45,444
(26) MEDVEC BARBARA........................................................................
SVP, CHIEF NURSING OFFICER
45.00
.......................5.00
      X     395,039 0 104,999
(27) ODOM LEE ANN........................................................................
SITE PRESIDENT
50.00
.......................0.00
      X     282,884 0 34,807
(28) O'MALLEY CARLA........................................................................
EXECUTIVE DIRECTOR FOUNDATION
1.00
.......................40.00
      X     363,531 0 136,582
(29) SMITH KELLY........................................................................
SVP & SITE PRESIDENT
50.00
.......................0.00
      X     431,320 0 156,643
(30) SMITH PAULA........................................................................
SVP & CHIEF INFORMATION OFFICER
50.00
.......................0.00
      X     408,444 0 153,379
(31) WELDAY DOUGLAS........................................................................
EVP THRU 3/14
42.00
.......................10.00
      X     799,054 0 391,378
(32) WIDNER ERIC........................................................................
SITE PRESIDENT
50.00
.......................0.00
      X     296,999 0 46,907
(33) ZATINA MARY........................................................................
SVP GOVERNMENT RELATIONS
50.00
.......................0.00
      X     355,579 0 106,901
(34) AZRAK MUHAMMAD........................................................................
STAFF PHYSICIAN
50.00
.......................0.00
        X   697,168 0 30,944
(35) DABBOUS SAMIR........................................................................
STAFF PHYSICIAN
50.00
.......................0.00
        X   1,344,984 0 15,028
(36) JUNN FREDRICK SONG CHUN........................................................................
STAFF PHYSICIAN
50.00
.......................0.00
        X   1,322,520 0 44,487
(37) PANNU TEJPAUL SINGH........................................................................
STAFF PHYSICIAN
50.00
.......................0.00
        X   775,645 0 46,887
(38) SPRAGUE KEVIN JOSEPH........................................................................
STAFF PHYSICIAN
50.00
.......................0.00
        X   839,749 0 22,009
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 15,543,463 0 2,952,020
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet623
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
DELL USA LP

500 FIRST AVENUE
PITTSBURGH,PA15222
BILLING SOLUTIONS/OFFICE MANAGEMENT 26,881,361
CARETECH SOLUTIONS INC

PO BOX 674271
DETROIT,MI482674271
INFORMATION TECHNOLOGY SERVICES 22,625,149
GEORGE MCINTOSH INC

3040 HILTON RD
FERNDALE,MI482201019
CONSTRUCTION MANAGEMENT 9,351,961
MORRISON MANAGEMENT SPECIALISTS INC

PO BOX 102289
ATLANTA,GA303682289
FOOD/RETAIL SERVICES 8,235,350
CATAMARAN INC

PO BOX 27275
NEW YORK,NY10087
PRESCRIPTION SERVICE 7,480,187
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet228
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 3,987,703
e Government grants (contributions)1e 843,637
f All other contributions, gifts, grants, and
similar amounts not included above
1f
988,750
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 5,820,090
 Program Service RevenueAmt Business Code
2a PATIENT CARE SERVICES 622110 1,134,631,810 1,078,705,651 13,023,909 42,902,250
b GRADUATE MEDICAL EDU. 900099 37,788,091 37,788,091    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,172,419,901
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 14,854,695   148,775 14,705,920
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 1,079,906  
b Less: rental expenses 1,097,053  
c Rental income or (loss) -17,147  
d Net rental income or (loss).......MediumBullet -17,147 -91,537 74,390  
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 415,121,835 21,505,458
b Less: cost or other basis and sales expenses 400,410,363 11,999,551
c Gain or (loss) 14,711,472 9,505,907
d Net gain or (loss)..........MediumBullet 24,217,379     24,217,379
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a CAFETERIA REVENUE 722514 1,040,656     1,040,656
b INSURANCE REIMBURSMENT 900099 857,846 857,846    
c GIFT SHOP 900099 841,159     841,159
d All other revenue .... 1,017,678 909,810   107,868
e Total. Add lines 11a–11d ...... MediumBullet 3,757,339
12 Total revenue. See Instructions......MediumBullet 1,221,052,257 1,118,169,861 13,247,074 83,815,232
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 23,257,166 23,257,166
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 14,282,631 14,282,631
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 13,315,485 263,641 12,551,731 500,113
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 460,525,936 372,939,508 87,586,428  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 20,042,578 15,502,425 4,540,153  
9 Other employee benefits ....... 31,353,193 24,361,400 6,991,793  
10 Payroll taxes ........... 32,924,131 25,465,979 7,458,152  
11 Fees for services (non-employees):        
a Management ...... 11,561,297 2,386,684 9,174,613  
b Legal ......... 2,234,066   2,234,066  
c Accounting ........... 480,889   480,889  
d Lobbying ........... 104,908   104,908  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,519,795   1,519,795  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 117,992,218 80,715,552 37,276,666  
12 Advertising and promotion .... 3,287,874 179,214 3,108,660  
13 Office expenses ....... 12,382,546 4,324,859 8,057,687  
14 Information technology ...... 17,802,450 9,446,715 8,355,735  
15 Royalties ..        
16 Occupancy ........... 40,931,961 34,372,352 6,559,609  
17 Travel ............ 1,348,130 479,034 869,096  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,060,026 638,893 421,133  
20 Interest ........... 14,392,202 14,392,202    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 56,513,896 34,797,359 21,716,537  
23 Insurance .............. 6,799,169 5,630,029 1,169,140  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 114,152,405 114,152,405    
b BAD DEBT 65,025,847 65,025,847    
c PHARMACEUTICALS 50,703,605 50,703,605    
d UBI TAXES 641,250 641,250    
e All other expenses 52,936,873 41,760,452 11,176,421  
25 Total functional expenses. Add lines 1 through 24e 1,167,572,527 935,719,202 231,353,212 500,113
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. -618,432 1 7,028,479
2 Savings and temporary cash investments ......... 24,301,525 2 22,149,769
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 101,681,168 4 99,090,981
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 9,992,502 7 9,352,592
8 Inventories for sale or use .............. 12,867,578 8 12,282,001
9 Prepaid expenses and deferred charges .......... 8,153,009 9 10,692,065
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,125,291,241
b Less: accumulated depreciation ..... 10b 791,373,045 329,681,234 10c 333,918,196
11 Investments—publicly traded securities .......... 381,035,134 11 401,911,063
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..... 36,802,327 13 29,062,517
14 Intangible assets ............... 15,210,461 14 15,597,470
15 Other assets. See Part IV, line 11 ........... 200,624,160 15 213,245,136
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,119,730,666 16 1,154,330,269
Liabilities 17 Accounts payable and accrued expenses ......... 117,819,080 17 136,236,381
18 Grants payable .................   18  
19 Deferred revenue ................ 3,846,426 19 4,656,317
20 Tax-exempt bond liabilities ............. 280,682,932 20 271,303,732
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 31,249,231 23 20,984,291
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 223,446,663 25 262,986,757
26 Total liabilities. Add lines 17 through 25......... 657,044,332 26 696,167,478
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 462,686,334 27 458,162,791
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 462,686,334 33 458,162,791
34 Total liabilities and net assets/fund balances ........ 1,119,730,666 34 1,154,330,269
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,221,052,257
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,167,572,527
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
53,479,730
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
462,686,334
5
Net unrealized gains (losses) on investments ...............
5
-11,328,853
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-46,674,420
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
458,162,791
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
42,649
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
62,259
j
Total. Add lines 1c through 1i ...............................
104,908
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: OAKWOOD HEALTHCARE, INC. ENGAGES OUTSIDE CONSULTANTS TO CONDUCT STATE AND FEDERAL LOBBYING ACTIVITIES ON MATTERS PERTAINING TO NON-PROFIT HEALTHCARE. ALSO, THE COMPANY (ALONG WITH THE VAST MAJORITY OF HOSPITALS LOCATED IN THE STATE OF MICHIGAN) PAYS ANNUAL DUES TO THE MICHIGAN HEALTH AND HOSPITAL ASSOCIATION, A PORTION OF WHICH PERTAINS TO LOBBYING ACTIVITIES CONDUCTED BY THAT ORGANIZATION.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 23,959,382 19,695,737 16,445,484 15,028,139 13,622,220
b Contributions ........ 20,773,944 792,571 795,005 877,025 252,570
c Net investment earnings, gains, and losses 939,920 3,310,579 1,723,128 150,293 1,467,421
d Grants or scholarships ..... 214,261 184,576 138,317 123,936 94,773
e Other expenditures for facilities
and programs ........
-96,690 -345,071 -870,437 -513,963 219,299
f Administrative expenses ....          
g End of year balance ...... 45,555,675 23,959,382 19,695,737 16,445,484 15,028,139
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet77.000 %
b
Permanent endowment SchDMd Bullet23.000 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   27,563,167 27,563,167
b Buildings ................   322,043,559 226,313,917 95,729,642
c Leasehold improvements ............   16,203,853 9,901,145 6,302,708
d Equipment ................   565,273,572 428,149,436 137,124,136
e Other .................   194,207,090 127,008,547 67,198,543
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 333,918,196
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEFERRED BOND ISSUE COSTS 2,226,114
(2) DUE FROM (TO) AFFILIATES 145,390,947
(3) MISC. RECEIVABLES 7,807,581
(4) PROFESSIONAL LIABILITY EXCESS 12,742,438
(5) CAPITAL LEASE 45,078,056




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 213,245,136
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
ACCRUED COMPENSATION 14,382,890
CLAIMS LIABILITY 59,543,069
WORKERS COMPENSATION 2,424,039
ASSET RETIREMENT OBLIGATION 19,312
ACCRUED PENSION 105,844,736
DUE TO THIRD PARTY PAYORS 15,322,451
OTHER 45,498,774
VENDOR ADVANCE 4,266,124
NOTES PAYABLE 15,685,362
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 262,986,757
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: OAKWOOD HEALTHCARE FOUNDATION MAINTAINS ENDOWMENT FUNDS ON BEHALF OF OAKWOOD HEALTHCARE, INC. THE INTENDED USE OF OAKWOOD HEALTHCARE FOUNDATION'S ENDOWMENT FUNDS IS TO PROVIDE FUNDS TO SUPPORT THE MISSION AND VISION OF THE OAKWOOD HEALTHCARE SYSTEM. OAKWOOD HEALTHCARE FOUNDATION PROVIDES FUNDING FOR ONGOING CAPITAL AND OPERATIONAL NEEDS, COMMUNITY OUTREACH PROGRAMS, SCHOLARSHIPS AND EDUCATION.
PART X, LINE 2: THE COMPANY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ACCORDINGLY, OHI HAS REVIEWED ALL TAX POSITIONS, EVALUATED POTENTIAL EXPOSURE, AND FOUND IT NOT TO BE MATERIAL.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA & THE CARIBBEAN     INVESTMENTS   120,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 120,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 120,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
7,232 6,880 11,938,027 423,694 11,514,333 0.980 %
b Medicaid (from Worksheet 3,
column a) ....
339,519 173,158 243,875,515 198,684,246 45,191,269 3.850 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
0 0 0 0    
d Total Financial Assistance
and Means-Tested
Government Programs .
346,751 180,038 255,813,542 199,107,940 56,705,602 4.830 %
Other Benefits
1,154 79,708 6,463,204 3,053,569 3,409,635 0.290 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
52 2,249 72,923,386 37,788,091 35,135,295 2.990 %
g Subsidized health services
(from Worksheet 6) ..
    3,584,777 2,362,462 1,222,315 0.100 %
h Research (from Worksheet 7)     1,189,929 288,175 901,754 0.080 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    120,985 0 120,985 0.010 %
j Total. Other Benefits .. 1,206 81,957 84,282,281 43,492,297 40,789,984 3.470 %
k Total. Add lines 7d and 7j . 347,957 261,995 340,095,823 242,600,237 97,495,586 8.300 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building 4 0 281,231 180,141 101,090 0.010 %
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total 4   281,231 180,141 101,090 0.010 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
36,709,411
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
138,270
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
416,976,366
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
466,632,683
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-49,656,317
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
11 OAKWOOD ACCOUNTABLE CARE ORGANIZATION LLC
 
REDUCE HEALTHCARE COSTS AND MANAGE POPULATION WELLNESS 49.000 % 0.150 % 51.000 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?4
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 OAKWOOD HOSPITAL - DEARBORN
18101 OAKWOOD BLVD
DEARBORN,MI481244089
WWW.OAKWOOD.ORG
L2280773
X X   X   X X     A
2 OAKWOOD HOSPITAL - SOUTHSHORE
5450 FORT STREET
TRENTON,MI481834625
WWW.OAKWOOD.ORG
L2307184
X X   X     X     A
3 OAKWOOD HOSPITAL - WAYNE
33155 ANNAPOLIS
WAYNE,MI481842493
WWW.OAKWOOD.ORG
L2554579
X X   X     X     A
4 OAKWOOD HOSPITAL - TAYLOR
10000 TELEGRAPH
TAYLOR,MI481803349
WWW.OAKWOOD.ORG
L2558464
X X   X     X     A
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): HTTP://WWW.OAKWOOD.ORG/CHNA
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V, SECTION B FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: OAKWOOD HOSPITAL - DEARBORN, - FACILITY 2: OAKWOOD HOSPITAL - SOUTHSHORE, - FACILITY 3: OAKWOOD HOSPITAL - WAYNE, - FACILITY 4: OAKWOOD HOSPITAL - TAYLOR
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 2:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 3J: CHNA REGULATION REQUIRES EACH HOSPITAL TO DEFINE THEIR "COMMUNITY SERVED" FOR THE PURPOSES OF THE ASSESSMENT. THE OAKWOOD HEALTHCARE HOSPITAL COMMUNITIES ARE DEFINED AS ZIP CODES THAT COMPRISE 80% OF INPATIENT DISCHARGES AND ARE CONTIGUOUS. THE OVERALL OAKWOOD HEALTHCARE COMMUNITY IS THE AGGREGATE OF EACH HOSPITAL'S COMMUNITY. IT IS IMPORTANT TO NOTE THAT INDIVIDUAL HOSPITAL COMMUNITIES OVERLAP. OAKWOOD HEALTHCARE HOSPITALS ARE LOCATED IN WAYNE COUNTY, MICHIGAN, AND THE COMMUNITY THEY SERVE CONSISTS OF ZIP CODES IN WAYNE COUNTY WITH SOME OVERLAP INTO NORTHEASTERN MONROE COUNTY, MICHIGAN. OAKWOOD HEALTHCARE APPROACHED THE CHNA PROCESS AS A COLLABORATIVE EFFORT BETWEEN THEIR HOSPITALS BUT ALSO INCLUDED INFORMATION SPECIFIC TO EACH HOSPITAL COMMUNITY WHERE THE DATA COLLECTION WAS ABLE TO PROVIDE HOSPITAL COMMUNITY SPECIFIC INFORMATION. TO ASSESS HEALTH NEEDS OF THE OAKWOOD HEALTHCARE COMMUNITIES, A QUANTITATIVE AND QUALITATIVE APPROACH WAS USED. IN ADDITION TO COLLECTING DATA FROM A NUMBER OF PUBLIC SOURCES AND TRUVEN HEALTH PROPRIETARY SOURCES, INTERVIEWS (BOTH IN-PERSON AND TELEPHONE) AND FOCUS GROUPS WERE CONDUCTED WITH INDIVIDUALS REPRESENTING COMMUNITY LEADERS/GROUPS, PUBLIC ORGANIZATIONS, PATIENTS, PROVIDERS, AND OAKWOOD HEALTHCARE REPRESENTATIVES FROM THE HOSPITAL AND CORPORATE LEVELS. IN ADDITION TO THE QUALITATIVE FEEDBACK, QUANTITATIVE HEALTH INDICATORS WERE COLLECTED AND ANALYZED TO ASSESS COMMUNITY HEALTH NEEDS. ONE HUNDRED-SIX INDICATORS WERE EVALUATED FOR EACH OF THE COUNTIES OR TOWNS (DEPENDING ON LEVEL OF DATA AVAILABLE) IN THE OAKWOOD HEALTHCARE COMMUNITY SERVED. THE MAJORITY OF HEALTH INDICATORS ARE ONLY AVAILABLE AT THE COUNTY LEVEL. THIS PRESENTS A NUMBER OF CHALLENGES AS HEALTH INDICATORS WERE EVALUATED ACROSS MULTIPLE COUNTIES. IN EVALUATING DATA FOR ENTIRE COUNTIES VERSUS ZIP CODE LEVEL DATA, IT IS DIFFICULT TO UNDERSTAND THE HEALTH NEEDS FOR SPECIFIC POPULATION POCKETS WITHIN A COUNTY. SUPPLEMENTED HEALTH INDICATOR DATA WITH ZIP CODE ESTIMATES (COMMUNITY NEEDS INDEX) WERE USED TO IDENTIFY SPECIFIC POPULATIONS WITHIN A COMMUNITY WHERE HEALTH NEEDS MAY BE GREATER.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 5: TO TAKE INTO ACCOUNT THE INPUT OF PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY, INTERVIEWS (BOTH ONE ON ONE AND IN SMALL GROUPS) AS WELL AS FOCUS GROUPS WERE CONDUCTED. THE INTERVIEW QUESTIONNAIRE WAS DESIGNED TO UNDERSTAND HOW PARTICIPANTS FEEL ABOUT THE GENERAL HEALTH STATUS OF THE COMMUNITY AND THE VARIOUS DRIVERS CONTRIBUTING TO HEALTH ISSUES. PARTICIPANTS INCLUDED REPRESENTATIVES FROM THE WAYNE DEPARTMENT OF PUBLIC HEALTH, WAYNE COUNTY DEPT. OF HEALTH AND HUMAN SERVICES, MICHIGAN DEPT. OF COMMUNITY HEALTH, WAYNE COUNTY HEALTH AUTHORITY, CITY OF DETROIT DEPARTMENT OF HEALTH AND WELLNESS PROMOTION, SEMCA, FAITH-BASED ORGANIZATIONS, MENTAL HEALTH ORGANIZATIONS, EARLY CHILDHOOD ORGANIZATIONS, FQHC'S, UNIVERSITY OF MICHIGAN DEARBORN, WORKFORCE DEVELOPMENT ORGANIZATIONS, LOCAL GOVERNMENT REPRESENTATIVES, CHRONIC DISEASE MANAGEMENT ORGANIZATIONS, NONPROFIT ORGANIZATIONS SERVING VULNERABLE POPULATIONS, PHYSICIAN PRACTICES, AND OAKWOOD HEALTHCARE REPRESENTATIVES.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 6A: OAKWOOD HOSPITAL - DEARBORN'S CHNA WAS CONDUCTED WITH THE FOLLOWING HOSPITAL FACILITIES:OAKWOOD HOSPITAL - WAYNEOAKWOOD HOSPITAL - TAYLOROAKWOOD HOSPITAL - SOUTHSHORE
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 6B:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 7D: THE CHNA WAS DISTRIBUTED TO THOSE WHO PARTICIPATED IN THE INTERVIEWS AND FOCUS GROUPS AND TO COMMUNITY ORGANIZATIONS IN THE OAKWOOD SERVICE AREA.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 11: FOUR PRIORITY HEALTH NEEDS WERE IDENTIFIED IN THE CHNA: ACCESS TO CARE, DIABETES, OBESITY AND HEART/CARDIOVASCULAR DISEASE. FOR ACCESS TO CARE, THE FOLLOWING KEY INITIATIVES AND OUTCOMES ARE HIGHLIGHTED: TO ASSIST THE UNINSURED, UNDERINSURED AND UNDERSERVED, OAKWOOD PROVIDED CERTIFIED NAVIGATORS TO CONDUCT COMMUNITY-BASED INSURANCE ENROLLMENT AND EDUCATION FOR THE HEALTH INSURANCE MARKETPLACE, MEDICAID AND HEALTHY MICHIGAN. INFORMATION ON THE MEDICAID AND EXPANDED MEDICAID WAS PROVIDED TO 35,818 INDIVIDUALS. NAVIGATORS ENROLLED COMMUNITY MEMBERS IN MEDICAID, HEALTHY MICHIGAN AND THE MARKETPLACE AND ASSISTED THOSE WHO NEEDED A MEDICAL HOME. IN 2014, 2,565 INDIVIDUALS WERE ASSISTED IN APPLYING FOR HEALTH INSURANCE IN ADDITION TO 141 INDIVIDUALS ATTENDING HEALTH INSURANCE 101, AN EDUCATIONAL PROGRAM ON HOW TO USE INSURANCE FOR THE NEWLY INSURED. OAKASSIST SCREENED AND PROVIDED ASSISTANCE TO 26,728 INDIVIDUALS FOR HEALTH COVERAGE ELIGIBILITY. OAKWOOD SCHOOL & COMMUNITY-BASED CHILD AND ADOLESCENT HEALTH CENTERS PROVIDED ACCESS TO CARE FOR 1,226 YOUTH WITH MEDICAL SERVICES. THE CENTER FOR EXCEPTIONAL FAMILIES PROVIDED ACCESS TO CARE FOR 4,011 YOUTH WITH SPECIAL NEEDS MEDICAL SERVICES. THE WESTLAND INFECTIOUS DISEASE CLINIC PROVIDED ACCESS TO CARE WITH 1,310 UNITS OF SERVICE TO 221 INDIVIDUALS WITH HIV. KEY INITIATIVES AND OUTCOMES RELATED TO DIABETES INCLUDE: ADDITION OF SIX NEW COMMUNITY PARTNER ORGANIZATIONS TO PROVIDE DIABETES SCREENING IN THE COMMUNITY. IN 2014, 74 EVENTS WERE HELD IN THE OAKWOOD DEARBORN AREA IN WHICH 2,518 INDIVIDUALS RECEIVED BLOOD PRESSURE, CHOLESTEROL AND GLUCOSE SCREENINGS. FOLLOW-UP CARE WAS RECOMMENDED FOR 755 OF THESE INDIVIDUALS. A PARTNERSHIP WITH THE NATIONAL KIDNEY FOUNDATION PROVIDED COMMUNITY-BASED PROGRAMMING WITH PATH (2 SIX WEEK WORKSHOPS) AND THE NATIONAL DIABETES PREVENTION PROGRAM (NDPP) - A 12-MONTH PROGRAM. POST-TEST FOR PATH SHOWED 63% TESTED THEIR BLOOD SUGAR VS. 41% PRE-TEST. ALSO, 92% WERE EXERCISING MORE THAN 150 MINUTES PER WEEK COMPARED TO 46% AT PRE-TEST. DIABETES SUPPORT GROUPS PROVIDED SCREENING AND EDUCATION SERVICES TO 117 INDIVIDUALS. INTERMEDIATE OUTCOMES FOR NDPP SHOW 98.9% INCREASED THEIR PHYSICAL ACTIVITY MINUTES IN THE CORE PHASE WITH AN AVERAGE WEIGHT LOSS OF 10.5 POUNDS PER PARTICIPANT. A PARTNERSHIP WITH GLEANERS COMMUNITY FOOD BANK RESULTED IN FOUR PILOT PROGRAMS OF COOKING MATTERS FOR DIABETES(TM) OFFERED IN THE COMMUNITY WITH 74 INDIVIDUALS PARTICIPATING. TWENTY OUTCOME MEASURES WERE TRACKED WITH POST-TESTS SHOWING POSITIVE CHANGES IN MOST AREAS.KEY INITIATIVES AND OUTCOMES RELATED TO CARDIOVASCULAR DISEASE INCLUDE: COMMUNITY-BASED SCREENING FOR ELEVATED BLOOD PRESSURE AND CHOLESTEROL LEVELS WERE PROVIDED AT 74 EVENTS IN THE DEARBORN AREA TO 2,518 INDIVIDUALS IN THE COMMUNITY. OF THOSE SCREENED, 755 WERE REFERRED FOR FOLLOW-UP CARE. TO REDUCE CARDIOVASCULAR DISEASE COMPLICATIONS AND SUDDEN DEATH FROM CARDIAC ARREST, OAKWOOD HEALTHCARE PARTNERED WITH THE SENIOR ALLIANCE (TSA) FOR THE CARE TRANSITIONS INTERVENTION PROGRAM. AS OF 2014, THE RATE REDUCTION IN HOSPITAL READMISSIONS FOR ALL PATIENTS IS 15.4%. TO INCREASE KNOWLEDGE AND SKILLS TO RESUSCITATE INFANTS/CHILDREN SUFFERING SUDDEN CARDIAC ARREST, CPR CLASSES WERE PROVIDED TO 95 INDIVIDUALS. KEY INITIATIVES AND OUTCOMES RELATED TO OBESITY INCLUDE: OAKWOOD PROVIDES EDUCATION ON HEALTHY EATING, PHYSICAL ACTIVITY AND WEIGHT MANAGEMENT WITH THE CATCH KIDS CLUB. THE AFTER-SCHOOL ACTIVITY AND NUTRITION PROGRAM IS CONDUCTED IN COLLABORATION WITH SCHOOLS AND THE YMCA OF METRO DETROIT. IN ADDITION TO THE PROGRAM BEING OFFERED IN 11 SCHOOLS, EIGHT ADDITIONAL SITES WERE ADDED IN 2014 IN THE DEARBORN SCHOOL DISTRICT. IN 2014, 1,027 CHILDREN TOOK PART IN THE PROGRAM. MYNUTRATEK, A HEALTH AND WELLNESS APPLICATION AND PROGRAM, WAS OFFERED TO STUDENTS IN ALL DEARBORN SCHOOLS BY OAKWOOD. TO IMPROVE NUTRITION PRACTICES, HEALTHY MEAL PREPARATION AND FOOD BUDGETING KNOWLEDGE, EIGHT PILOT PROGRAMS OF COOKING MATTERS(TM) WERE CONDUCTED IN COLLABORATION WITH GLEANERS COMMUNITY FOOD BANK WITH 134 INDIVIDUALS PARTICIPATING. IN ADDITION, COMMUNITY-BASED EDUCATION ON NUTRITION WAS PRESENTED AT 31 EVENTS REACHING 1,869 INDIVIDUALS.TO HAVE A COLLECTIVE IMPACT AND MOVE THE NEEDLE ON THESE PRIORITY HEALTH NEEDS, OAKWOOD HEALTHCARE ESTABLISHED HEALTHY DEARBORN, A COLLECTIVE IMPACT INITIATIVE IN PARTNERSHIP WITH THE CITY, SCHOOLS, RESIDENTS, NONPROFITS, AND OTHER SECTORS. A COMMUNITY COALITION WILL COORDINATE AND DRIVE INITIATIVES IN THE COMMUNITY TO IMPROVE HEALTH WHILE ADDRESSING PRIORITY HEALTH NEEDS. NEEDS THAT WERE NOT ADDRESSED INCLUDE MENTAL HEALTH, MATERNAL HEALTH, ENVIRONMENT AND SOCIOECONOMIC FACTORS. WHILE EACH OF THESE HEALTH NEEDS ARE IMPORTANT AND ARE BEING ADDRESSED BY PROGRAMS AND INITIATIVES OF OAKWOOD HEALTHCARE, ALLOCATING SIGNIFICANT RESOURCES TO THE FOUR PRIORITY NEEDS PREVENTED THE INCLUSION OF ALL HEALTH NEEDS IN THE OAKWOOD IMPLEMENTATION PLANS.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 13B:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 13H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS RECEIVE, AT A MINIMUM, A 55% DISCOUNT OFF OF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. THE MAXIMUM DISCOUNT PERCENTAGE IS UPDATED ANNUALLY BASED ON AVERAGE PAYMENT RATES FROM COMMERCIAL PAYORS. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE; SELF-PAY DISCOUNTS ARE BASED UPON THE FOLLOWING:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF-PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICY.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 15E:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 16I: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND IS MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL COUNSELORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE IS POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 18D:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 19D:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 20E: THE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO FINANCIAL COUNSELORS FOR OPTIONS TO ASSIST THEM WITH PAYMENTS. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE. PATIENTS ARE ALSO PROVIDED INFORMATION ABOUT HOW TO ACCESS INFORMATION ON OAKWOOD'S PROGRAMS AND HOW TO CONTACT OUR FINANCIAL COUNSELORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT BASED ON COMMERCIAL PAYMENT RATES WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED AT 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAINING DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY COLLECTION ACTIONS.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 21C:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 21D:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 22D: A DISCOUNT OF 55 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 23:  
GROUP A-FACILITY 1 -- OAKWOOD HOSPITAL - DEARBORN PART V, SECTION B, LINE 24:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 2:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 3J: CHNA REGULATION REQUIRES EACH HOSPITAL TO DEFINE THEIR "COMMUNITY SERVED" FOR THE PURPOSES OF THE ASSESSMENT. THE OAKWOOD HEALTHCARE HOSPITAL COMMUNITIES ARE DEFINED AS ZIP CODES THAT COMPRISE 80% OF INPATIENT DISCHARGES AND ARE CONTIGUOUS. THE OVERALL OAKWOOD HEALTHCARE COMMUNITY IS THE AGGREGATE OF EACH HOSPITAL'S COMMUNITY. IT IS IMPORTANT TO NOTE THAT INDIVIDUAL HOSPITAL COMMUNITIES OVERLAP. OAKWOOD HEALTHCARE HOSPITALS ARE LOCATED IN WAYNE COUNTY, MICHIGAN, AND THE COMMUNITY THEY SERVE CONSISTS OF ZIP CODES IN WAYNE COUNTY WITH SOME OVERLAP INTO NORTHEASTERN MONROE COUNTY, MICHIGAN. OAKWOOD HEALTHCARE APPROACHED THE CHNA PROCESS AS A COLLABORATIVE EFFORT BETWEEN THEIR HOSPITALS BUT ALSO INCLUDED INFORMATION SPECIFIC TO EACH HOSPITAL COMMUNITY WHERE THE DATA COLLECTION WAS ABLE TO PROVIDE HOSPITAL COMMUNITY SPECIFIC INFORMATION. TO ASSESS HEALTH NEEDS OF THE OAKWOOD HEALTHCARE COMMUNITIES, A QUANTITATIVE AND QUALITATIVE APPROACH WAS USED. IN ADDITION TO COLLECTING DATA FROM A NUMBER OF PUBLIC SOURCES AND TRUVEN HEALTH PROPRIETARY SOURCES, INTERVIEWS (BOTH IN-PERSON AND TELEPHONE) AND FOCUS GROUPS WERE CONDUCTED WITH INDIVIDUALS REPRESENTING COMMUNITY LEADERS/GROUPS, PUBLIC ORGANIZATIONS, PATIENTS, PROVIDERS, AND OAKWOOD HEALTHCARE REPRESENTATIVES FROM THE HOSPITAL AND CORPORATE LEVELS. IN ADDITION TO THE QUALITATIVE FEEDBACK, QUANTITATIVE HEALTH INDICATORS WERE COLLECTED AND ANALYZED TO ASSESS COMMUNITY HEALTH NEEDS. ONE HUNDRED-SIX INDICATORS WERE EVALUATED FOR EACH OF THE COUNTIES OR TOWNS (DEPENDING ON LEVEL OF DATA AVAILABLE) IN THE OAKWOOD HEALTHCARE COMMUNITY SERVED. THE MAJORITY OF HEALTH INDICATORS ARE ONLY AVAILABLE AT THE COUNTY LEVEL. THIS PRESENTS A NUMBER OF CHALLENGES AS HEALTH INDICATORS WERE EVALUATED ACROSS MULTIPLE COUNTIES. IN EVALUATING DATA FOR ENTIRE COUNTIES VERSUS ZIP CODE LEVEL DATA, IT IS DIFFICULT TO UNDERSTAND THE HEALTH NEEDS FOR SPECIFIC POPULATION POCKETS WITHIN A COUNTY. SUPPLEMENTED HEALTH INDICATOR DATA WITH ZIP CODE ESTIMATES (COMMUNITY NEEDS INDEX) WERE USED TO IDENTIFY SPECIFIC POPULATIONS WITHIN A COMMUNITY WHERE HEALTH NEEDS MAY BE GREATER.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 5: TO TAKE INTO ACCOUNT THE INPUT OF PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY, INTERVIEWS (BOTH ONE ON ONE AND IN SMALL GROUPS) AS WELL AS FOCUS GROUPS WERE CONDUCTED. THE INTERVIEW QUESTIONNAIRE WAS DESIGNED TO UNDERSTAND HOW PARTICIPANTS FEEL ABOUT THE GENERAL HEALTH STATUS OF THE COMMUNITY AND THE VARIOUS DRIVERS CONTRIBUTING TO HEALTH ISSUES. PARTICIPANTS INCLUDED REPRESENTATIVES FROM THE WAYNE DEPARTMENT OF PUBLIC HEALTH, WAYNE COUNTY DEPT. OF HEALTH AND HUMAN SERVICES, MICHIGAN DEPT. OF COMMUNITY HEALTH, WAYNE COUNTY HEALTH AUTHORITY, CITY OF DETROIT DEPARTMENT OF HEALTH AND WELLNESS PROMOTION, SEMCA, FAITH-BASED ORGANIZATIONS, MENTAL HEALTH ORGANIZATIONS, EARLY CHILDHOOD ORGANIZATIONS, FQHC'S, UNIVERSITY OF MICHIGAN DEARBORN, WORKFORCE DEVELOPMENT ORGANIZATIONS, LOCAL GOVERNMENT REPRESENTATIVES, CHRONIC DISEASE MANAGEMENT ORGANIZATIONS, NONPROFIT ORGANIZATIONS SERVING VULNERABLE POPULATIONS, PHYSICIAN PRACTICES, AND OAKWOOD HEALTHCARE REPRESENTATIVES.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 6A: OAKWOOD HOSPITAL - SOUTHSHORE'S CHNA WAS CONDUCTED WITH THE FOLLOWING HOSPITAL FACILITIES:OAKWOOD HOSPITAL - DEARBORNOAKWOOD HOSPITAL - TAYLOROAKWOOD HOSPITAL - WAYNE
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 6B:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 7D: THE CHNA WAS DISTRIBUTED TO THOSE WHO PARTICIPATED IN THE INTERVIEWS AND FOCUS GROUPS AND TO COMMUNITY ORGANIZATIONS IN THE OAKWOOD SERVICE AREA.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 11: FOUR PRIORITY HEALTH NEEDS WERE IDENTIFIED IN THE CHNA: ACCESS TO CARE, DIABETES, OBESITY AND HEART/CARDIOVASCULAR DISEASE. FOR ACCESS TO CARE, THE FOLLOWING KEY INITIATIVES AND OUTCOMES ARE HIGHLIGHTED: TO ASSIST THE UNINSURED, UNDERINSURED AND UNDERSERVED, OAKWOOD PROVIDED CERTIFIED NAVIGATORS TO CONDUCT COMMUNITY-BASED INSURANCE ENROLLMENT AND EDUCATION FOR THE HEALTH INSURANCE MARKETPLACE, MEDICAID AND HEALTHY MICHIGAN. INFORMATION ON THE MEDICAID AND EXPANDED MEDICAID WAS PROVIDED TO 35,818 INDIVIDUALS. NAVIGATORS ENROLLED COMMUNITY MEMBERS IN MEDICAID, HEALTHY MICHIGAN AND THE MARKETPLACE AND ASSISTED THOSE WHO NEEDED A MEDICAL HOME. IN 2014, 2,565 INDIVIDUALS WERE ASSISTED IN APPLYING FOR HEALTH INSURANCE IN ADDITION TO 141 INDIVIDUALS ATTENDING HEALTH INSURANCE 101, AN EDUCATIONAL PROGRAM ON HOW TO USE INSURANCE FOR THE NEWLY INSURED. OAKASSIST SCREENED AND PROVIDED ASSISTANCE TO 26,728 INDIVIDUALS FOR HEALTH COVERAGE ELIGIBILITY. OAKWOOD SCHOOL & COMMUNITY-BASED CHILD AND ADOLESCENT HEALTH CENTERS PROVIDED ACCESS TO CARE FOR 1,226 YOUTH WITH MEDICAL SERVICES. THE CENTER FOR EXCEPTIONAL FAMILIES PROVIDED ACCESS TO CARE FOR 4,011 YOUTH WITH SPECIAL NEEDS MEDICAL SERVICES. THE WESTLAND INFECTIOUS DISEASE CLINIC PROVIDED ACCESS TO CARE WITH 1,310 UNITS OF SERVICE TO 221 INDIVIDUALS WITH HIV. KEY INITIATIVES AND OUTCOMES RELATED TO DIABETES INCLUDE: CREATION OF NEW PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS TO PROVIDE DIABETES SCREENING IN THE COMMUNITY. IN 2014, 6 EVENTS WERE HELD IN THE OAKWOOD HOSPITAL SOUTHSHORE AREA IN WHICH 487 INDIVIDUALS RECEIVED BLOOD PRESSURE, CHOLESTEROL AND GLUCOSE SCREENINGS. FOLLOW-UP CARE WAS RECOMMENDED FOR 146 OF THESE INDIVIDUALS. DIABETES EDUCATION WAS PROVIDED AT SIX EVENTS REACHING 324 INDIVIDUALS. A PARTNERSHIP WITH THE NATIONAL KIDNEY FOUNDATION PROVIDED COMMUNITY-BASED PROGRAMMING WITH PATH (2 SIX WEEK WORKSHOPS) AND THE NATIONAL DIABETES PREVENTION PROGRAM (NDPP) - A 12-MONTH PROGRAM. POST-TEST FOR PATH SHOWED 63% TESTED THEIR BLOOD SUGAR VS. 41% PRE-TEST. ALSO, 92% WERE EXERCISING MORE THAN 150 MINUTES PER WEEK COMPARED TO 46% AT PRE-TEST. DIABETES SUPPORT GROUPS PROVIDED SCREENING AND EDUCATION SERVICES TO 117 INDIVIDUALS. INTERMEDIATE OUTCOMES FOR NDPP SHOW 98.9% INCREASED THEIR PHYSICAL ACTIVITY MINUTES IN THE CORE PHASE WITH AN AVERAGE WEIGHT LOSS OF 10.5 POUNDS PER PARTICIPANT. A PARTNERSHIP WITH GLEANERS COMMUNITY FOOD BANK RESULTED IN FOUR PILOT PROGRAMS OF COOKING MATTERS FOR DIABETES(TM) OFFERED IN THE COMMUNITY WITH 74 INDIVIDUALS PARTICIPATING. TWENTY OUTCOME MEASURES WERE TRACKED WITH POST-TESTS SHOWING POSITIVE CHANGES IN MOST AREAS. KEY INITIATIVES AND OUTCOMES RELATED TO CARDIOVASCULAR DISEASE INCLUDE: SCREENING FOR ELEVATED BLOOD PRESSURE AND CHOLESTEROL LEVELS AND EDUCATION SERVICES PROVIDED TO 487 INDIVIDUALS IN THE OAKWOOD SOUTHSHORE COMMUNITY - 146 WERE REFERRED FOR FOLLOW-UP CARE. TO INCREASE KNOWLEDGE AND SKILLS TO RESUSCITATE INFANTS/CHILDREN SUFFERING SUDDEN CARDIAC ARREST, CPR CLASSES WERE PROVIDED TO 95 INDIVIDUALS.KEY INITIATIVES AND OUTCOMES RELATED TO OBESITY INCLUDE: OAKWOOD PROVIDES EDUCATION ON HEALTHY EATING, PHYSICAL ACTIVITY AND WEIGHT MANAGEMENT WITH THE CATCH KIDS CLUB. THE AFTER-SCHOOL ACTIVITY AND NUTRITION PROGRAM IS CONDUCTED IN COLLABORATION WITH SCHOOLS AND THE YMCA OF METRO DETROIT. IN ADDITION TO THE PROGRAM BEING OFFERED IN 11 SCHOOLS, EIGHT ADDITIONAL SITES WERE ADDED IN 2014 IN THE DEARBORN SCHOOL DISTRICT. THE OAKWOOD SOUTHSHORE ELEMENTARY SCHOOLS INCLUDE MONROE ELEMENTARY, JEFFERSON ELEMENTARY AND WASHINGTON ELEMENTARY IN WYANDOTTE. IN 2014, 1,027 CHILDREN TOOK PART IN THE CATCH KIDS CLUB PROGRAM. TO IMPROVE NUTRITION PRACTICES, HEALTHY MEAL PREPARATION AND FOOD BUDGETING KNOWLEDGE, EIGHT PILOT PROGRAMS OF COOKING MATTERS(TM) WERE CONDUCTED IN COLLABORATION WITH GLEANERS COMMUNITY FOOD BANK WITH 134 INDIVIDUALS PARTICIPATING. OUTCOME MEASURES INDICATED POSITIVE CHANGE IN MOST HEALTH BEHAVIORS. IN ADDITION, COMMUNITY-BASED EDUCATION ON NUTRITION WAS PRESENTED AT 31 EVENTS REACHING 1,869 INDIVIDUALS. TO HAVE A COLLECTIVE IMPACT AND MOVE THE NEEDLE ON THESE PRIORITY HEALTH NEEDS, OAKWOOD HEALTHCARE ESTABLISHED HEALTHY TRENTON, A COLLECTIVE IMPACT INITIATIVE IN PARTNERSHIP WITH THE CITY, SCHOOLS, RESIDENTS, NONPROFITS, AND OTHER SECTORS. A COMMUNITY COALITION WILL COORDINATE AND DRIVE INITIATIVES IN THE COMMUNITY TO IMPROVE HEALTH WHILE ADDRESSING PRIORITY HEALTH NEEDS. NEEDS THAT WERE NOT ADDRESSED INCLUDE MENTAL HEALTH, MATERNAL HEALTH, ENVIRONMENT AND SOCIOECONOMIC FACTORS. WHILE EACH OF THESE HEALTH NEEDS ARE IMPORTANT AND ARE BEING ADDRESSED BY PROGRAMS AND INITIATIVES OF OAKWOOD HEALTHCARE, ALLOCATING SIGNIFICANT RESOURCES TO THE FOUR PRIORITY NEEDS PREVENTED THE INCLUSION OF ALL HEALTH NEEDS IN THE OAKWOOD IMPLEMENTATION PLANS.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 13B:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 13H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS RECEIVE, AT A MINIMUM, A 55% DISCOUNT OFF OF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. THE MAXIMUM DISCOUNT PERCENTAGE IS UPDATED ANNUALLY BASED ON AVERAGE PAYMENT RATES FROM COMMERCIAL PAYORS. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE; SELF-PAY DISCOUNTS ARE BASED UPON THE FOLLOWING:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICY.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 15E:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 16I: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND IS MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL COUNSELORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE IS POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 18D:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 19D:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 20E: THE HOSPITAL ROUTES ALL SELF-PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF-PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO FINANCIAL COUNSELORS FOR OPTIONS TO ASSIST THEM WITH PAYMENTS. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENT AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE. PATIENTS ARE ALSO PROVIDED INFORMATION ABOUT HOW TO ACCESS INFORMATION ON OAKWOOD'S PROGRAMS AND HOW TO CONTACT OUR FINANCIAL COUNSELORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT BASED ON COMMERCIAL PAYMENT RATES WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE FOR $100.00 OR MORE, AND CONTAINING DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY COLLECTION ACTIONS.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 21C:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 21D:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 22D: A DISCOUNT OF 55 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 23:  
GROUP A-FACILITY 2 -- OAKWOOD HOSPITAL - SOUTHSHORE PART V, SECTION B, LINE 24:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 2:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 3J: CHNA REGULATION REQUIRES EACH HOSPITAL TO DEFINE THEIR "COMMUNITY SERVED" FOR THE PURPOSES OF THE ASSESSMENT. THE OAKWOOD HEALTHCARE HOSPITAL COMMUNITIES ARE DEFINED AS ZIP CODES THAT COMPRISE 80% OF INPATIENT DISCHARGES AND ARE CONTIGUOUS. THE OVERALL OAKWOOD HEALTHCARE COMMUNITY IS THE AGGREGATE OF EACH HOSPITAL'S COMMUNITY. IT IS IMPORTANT TO NOTE THAT INDIVIDUAL HOSPITAL COMMUNITIES OVERLAP. OAKWOOD HEALTHCARE HOSPITALS ARE LOCATED IN WAYNE COUNTY, MICHIGAN, AND THE COMMUNITY THEY SERVE CONSISTS OF ZIP CODES IN WAYNE COUNTY WITH SOME OVERLAP INTO NORTHEASTERN MONROE COUNTY, MICHIGAN. OAKWOOD HEALTHCARE APPROACHED THE CHNA PROCESS AS A COLLABORATIVE EFFORT BETWEEN THEIR HOSPITALS BUT ALSO INCLUDED INFORMATION SPECIFIC TO EACH HOSPITAL COMMUNITY WHERE THE DATA COLLECTION WAS ABLE TO PROVIDE HOSPITAL COMMUNITY SPECIFIC INFORMATION. TO ASSESS HEALTH NEEDS OF THE OAKWOOD HEALTHCARE COMMUNITIES, A QUANTITATIVE AND QUALITATIVE APPROACH WAS USED. IN ADDITION TO COLLECTING DATA FROM A NUMBER OF PUBLIC SOURCES AND TRUVEN HEALTH PROPRIETARY SOURCES, INTERVIEWS (BOTH IN-PERSON AND TELEPHONE) AND FOCUS GROUPS WERE CONDUCTED WITH INDIVIDUALS REPRESENTING COMMUNITY LEADERS/GROUPS, PUBLIC ORGANIZATIONS, PATIENTS, PROVIDERS, AND OAKWOOD HEALTHCARE REPRESENTATIVES FROM THE HOSPITAL AND CORPORATE LEVELS. IN ADDITION TO THE QUALITATIVE FEEDBACK, QUANTITATIVE HEALTH INDICATORS WERE COLLECTED AND ANALYZED TO ASSESS COMMUNITY HEALTH NEEDS. ONE HUNDRED-SIX INDICATORS WERE EVALUATED FOR EACH OF THE COUNTIES OR TOWNS (DEPENDING ON LEVEL OF DATA AVAILABLE) IN THE OAKWOOD HEALTHCARE COMMUNITY SERVED. THE MAJORITY OF HEALTH INDICATORS ARE ONLY AVAILABLE AT THE COUNTY LEVEL. THIS PRESENTS A NUMBER OF CHALLENGES AS HEALTH INDICATORS WERE EVALUATED ACROSS MULTIPLE COUNTIES. IN EVALUATING DATA FOR ENTIRE COUNTIES VERSUS ZIP CODE LEVEL DATA, IT IS DIFFICULT TO UNDERSTAND THE HEALTH NEEDS FOR SPECIFIC POPULATION POCKETS WITHIN A COUNTY. SUPPLEMENTED HEALTH INDICATOR DATA WITH ZIP CODE ESTIMATES (COMMUNITY NEEDS INDEX) WERE USED TO IDENTIFY SPECIFIC POPULATIONS WITHIN A COMMUNITY WHERE HEALTH NEEDS MAY BE GREATER.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 5: TO TAKE INTO ACCOUNT THE INPUT OF PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY, INTERVIEWS (BOTH ONE ON ONE AND IN SMALL GROUPS) AS WELL AS FOCUS GROUPS WERE CONDUCTED. THE INTERVIEW QUESTIONNAIRE WAS DESIGNED TO UNDERSTAND HOW PARTICIPANTS FEEL ABOUT THE GENERAL HEALTH STATUS OF THE COMMUNITY AND THE VARIOUS DRIVERS CONTRIBUTING TO HEALTH ISSUES. PARTICIPANTS INCLUDED REPRESENTATIVES FROM THE WAYNE DEPARTMENT OF PUBLIC HEALTH, WAYNE COUNTY DEPT. OF HEALTH AND HUMAN SERVICES, MICHIGAN DEPT. OF COMMUNITY HEALTH, WAYNE COUNTY HEALTH AUTHORITY, CITY OF DETROIT DEPARTMENT OF HEALTH AND WELLNESS PROMOTION, SEMCA, FAITH-BASED ORGANIZATIONS, MENTAL HEALTH ORGANIZATIONS, EARLY CHILDHOOD ORGANIZATIONS, FQHC'S, UNIVERSITY OF MICHIGAN DEARBORN, WORKFORCE DEVELOPMENT ORGANIZATIONS, LOCAL GOVERNMENT REPRESENTATIVES, CHRONIC DISEASE MANAGEMENT ORGANIZATIONS, NONPROFIT ORGANIZATIONS SERVING VULNERABLE POPULATIONS, PHYSICIAN PRACTICES, AND OAKWOOD HEALTHCARE REPRESENTATIVES.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 6A: OAKWOOD HOSPITAL - WAYNE'S CHNA WAS CONDUCTED WITH THE FOLLOWING HOSPITAL FACILITIES:OAKWOOD HOSPITAL - DEARBORNOAKWOOD HOSPITAL - TAYLOROAKWOOD HOSPITAL - SOUTHSHORE
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 6B:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 7D: THE CHNA WAS DISTRIBUTED TO THOSE WHO PARTICIPATED IN THE INTERVIEWS AND FOCUS GROUPS AND TO COMMUNITY ORGANIZATIONS IN THE OAKWOOD SERVICE AREA.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 11: FOUR PRIORITY HEALTH NEEDS WERE IDENTIFIED IN THE CHNA: ACCESS TO CARE, DIABETES, OBESITY AND HEART/CARDIOVASCULAR DISEASE. FOR ACCESS TO CARE, THE FOLLOWING KEY INITIATIVES AND OUTCOMES ARE HIGHLIGHTED: OAKWOOD UTILIZED CERTIFIED NAVIGATORS FOR THE HEALTH INSURANCE MARKETPLACE TO CONDUCT COMMUNITY-BASED ENROLLMENT AND EDUCATION FOR THE UNINSURED, UNDERINSURED AND UNDERSERVED. INFORMATION ON THE MEDICAID AND EXPANDED MEDICAID WAS PROVIDED TO 35,818 INDIVIDUALS. NAVIGATORS ENROLLED COMMUNITY MEMBERS IN MEDICAID, HEALTHY MICHIGAN AND THE MARKETPLACE AND ASSISTED THOSE WHO NEEDED A MEDICAL HOME. IN 2014, 2,565 INDIVIDUALS WERE ASSISTED IN APPLYING FOR HEALTH INSURANCE COVERAGE. OAKASSIST SCREENED AND PROVIDED ASSISTANCE TO 26,728 INDIVIDUALS FOR HEALTH COVERAGE ELIGIBILITY. OAKWOOD SCHOOL & COMMUNITY-BASED CHILD AND ADOLESCENT CENTERS PROVIDED 1,226 YOUTH WITH MEDICAL SERVICES. THE CENTER FOR EXCEPTIONAL FAMILIES PROVIDED 4,011 YOUTH WITH SPECIAL NEEDS MEDICAL SERVICES. THE WESTLAND INFECTIOUS DISEASE CLINIC PROVIDED 1,310 UNITS OF SERVICE TO 221 INDIVIDUALS WITH HIV.KEY INITIATIVES AND OUTCOMES RELATED TO DIABETES INCLUDE: BUSINESS DEVELOPMENT FOR THE CREATION OF A METABOLIC AND NUTRITION DISORDERS PROGRAM AT OAKWOOD HOSPITAL WAYNE. IN 2014, SIX NEW COMMUNITY PARTNERS WERE ADDED TO CONDUCT DIABETES SCREENINGS. 59 EVENTS WERE HELD IN OAKWOOD ANNAPOLIS AREA IN WHICH 1,333 INDIVIDUALS RECEIVED BLOOD PRESSURE, CHOLESTEROL AND GLUCOSE SCREENINGS. FOLLOW-UP CARE WAS RECOMMENDED FOR 400 OF THESE INDIVIDUALS. DIABETES EDUCATION WAS PROVIDED AT SIX COMMUNITY EVENTS SERVING A TOTAL OF 324 INDIVIDUALS. A PARTNERSHIP WITH THE NATIONAL KIDNEY FOUNDATION PROVIDED COMMUNITY-BASED PROGRAMMING WITH PATH (2 SIX WEEK WORKSHOPS) AND THE NATIONAL DIABETES PREVENTION PROGRAM (NDPP) - A 12-MONTH PROGRAM. POST-TEST FOR PATH SHOWED 63% TESTED THEIR BLOOD SUGAR VS. 41% PRE-TEST. ALSO, 92% WERE EXERCISING MORE THAN 150 MINUTES PER WEEK COMPARED TO 46% AT PRE-TEST. DIABETES SUPPORT GROUPS PROVIDED SCREENING AND EDUCATION SERVICES TO 117 INDIVIDUALS. INTERMEDIATE OUTCOMES FOR NDPP SHOW 98.9% INCREASED THEIR PHYSICAL ACTIVITY MINUTES IN THE CORE PHASE WITH AN AVERAGE WEIGHT LOSS OF 10.5 POUNDS PER PARTICIPANT. A PARTNERSHIP WITH GLEANERS COMMUNITY FOOD BANK RESULTED IN FOUR PILOT PROGRAMS OF COOKING MATTERS FOR DIABETES(TM) OFFERED IN THE COMMUNITY WITH 74 INDIVIDUALS PARTICIPATING. TWENTY OUTCOME MEASURES WERE TRACKED WITH POST-TESTS SHOWING POSITIVE CHANGES IN MOST AREAS.KEY INITIATIVES AND OUTCOMES RELATED TO CARDIOVASCULAR DISEASE INCLUDE: COMMUNITY-BASED SCREENING FOR ELEVATED BLOOD PRESSURE AND CHOLESTEROL LEVELS AND EDUCATION SERVICES WERE HELD AT 59 EVENTS IN THE OAKWOOD HOSPITAL WAYNE AREA. OF THE 1,333 PARTICIPANTS WHO WERE SCREENED, 400 WERE REFERRED FOR FOLLOW-UP SERVICES. TO REDUCE CARDIOVASCULAR DISEASE COMPLICATIONS AND SUDDEN DEATH FROM CARDIAC ARREST, OAKWOOD HEALTHCARE PARTNERED WITH THE SENIOR ALLIANCE (TSA) FOR THE CARE TRANSITIONS INTERVENTION PROGRAM. AS OF 2014, THE RATE REDUCTION IN HOSPITAL READMISSIONS FOR ALL PATIENTS IS 15.4%. TO INCREASE KNOWLEDGE AND SKILLS TO RESUSCITATE INFANTS/CHILDREN SUFFERING SUDDEN CARDIAC ARREST, CPR CLASSES WERE PROVIDED TO 95 INDIVIDUALS. KEY INITIATIVES AND OUTCOMES RELATED TO OBESITY INCLUDE: INCORPORATING EDUCATION ON HEALTHY EATING, ACTIVE LIVING AND WEIGHT MANAGEMENT AT THE OAKWOOD TEEN HEALTH CENTERS - YOUTH WITH A BMI OVER 85% ARE REFERRED TO THE NUTRITIONIST. OAKWOOD PROVIDES EDUCATION ON HEALTHY EATING, PHYSICAL ACTIVITY AND WEIGHT MANAGEMENT WITH THE CATCH KIDS CLUB. THE AFTER-SCHOOL ACTIVITY AND NUTRITION PROGRAM IS CONDUCTED IN COLLABORATION WITH SCHOOLS AND THE YMCA OF METRO DETROIT. IN ADDITION TO THE PROGRAM BEING OFFERED IN 11 SCHOOLS, EIGHT ADDITIONAL SITES WERE ADDED IN 2014 IN THE DEARBORN SCHOOL DISTRICT. IN 2014, 1,027 CHILDREN TOOK PART IN THE PROGRAM. TO IMPROVE NUTRITION PRACTICES, HEALTHY MEAL PREPARATION AND FOOD BUDGETING KNOWLEDGE, EIGHT PILOT PROGRAMS OF COOKING MATTERS(TM) WERE CONDUCTED IN COLLABORATION WITH GLEANERS COMMUNITY FOOD BANK WITH 134 INDIVIDUALS PARTICIPATING. IN ADDITION, COMMUNITY-BASED EDUCATION ON NUTRITION WAS PRESENTED AT 31 EVENTS REACHING 1,869 INDIVIDUALS.TO HAVE A COLLECTIVE IMPACT AND MOVE THE NEEDLE ON THESE PRIORITY HEALTH NEEDS, OAKWOOD HEALTHCARE ESTABLISHED HEALTHY WAYNE, A COLLECTIVE IMPACT INITIATIVE IN PARTNERSHIP WITH THE CITY, SCHOOLS, RESIDENTS, NONPROFITS, AND OTHER SECTORS. A COMMUNITY COALITION WILL COORDINATE AND DRIVE INITIATIVES IN THE COMMUNITY TO IMPROVE HEALTH WHILE ADDRESSING PRIORITY HEALTH NEEDS. NEEDS THAT WERE NOT ADDRESSED INCLUDE MENTAL HEALTH, MATERNAL HEALTH, ENVIRONMENT AND SOCIOECONOMIC FACTORS. WHILE EACH OF THESE HEALTH NEEDS ARE IMPORTANT AND ARE BEING ADDRESSED BY PROGRAMS AND INITIATIVES OF OAKWOOD HEALTHCARE, ALLOCATING SIGNIFICANT RESOURCES TO THE FOUR PRIORITY NEEDS PREVENTED THE INCLUSION OF ALL HEALTH NEEDS IN THE OAKWOOD IMPLEMENTATION PLANS.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 13B:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 13H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS RECEIVE, AT A MINIMUM, A 55% DISCOUNT OFF OF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. THE MAXIMUM DISCOUNT PERCENTAGE IS UPDATED ANNUALLY BASED ON AVERAGE PAYMENT RATES FROM COMMERCIAL PAYORS. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE; SELF-PAY DISCOUNTS ARE BASED UPON THE FOLLOWING:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICY.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 15E:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 16I: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND IS MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL COUNSELORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE IS POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 18D:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 19D:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 20E: THE HOSPITAL ROUTES ALL SELF-PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF-PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO FINANCIAL COUNSELORS FOR OPTIONS TO ASSIST THEM WITH PAYMENTS. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENT AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE. PATIENTS ARE ALSO PROVIDED INFORMATION ABOUT HOW TO ACCESS INFORMATION ON OAKWOOD'S PROGRAMS AND HOW TO CONTACT OUR FINANCIAL COUNSELORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT BASED ON COMMERCIAL PAYMENT RATES WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE FOR $100.00 OR MORE, AND CONTAINING DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY COLLECTION ACTIONS.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 21C:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 21D:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 22D: A DISCOUNT OF 55 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 23:  
GROUP A-FACILITY 3 -- OAKWOOD HOSPITAL - WAYNE PART V, SECTION B, LINE 24:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 2:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 3J: CHNA REGULATION REQUIRES EACH HOSPITAL TO DEFINE THEIR "COMMUNITY SERVED" FOR THE PURPOSES OF THE ASSESSMENT. THE OAKWOOD HEALTHCARE HOSPITAL COMMUNITIES ARE DEFINED AS ZIP CODES THAT COMPRISE 80% OF INPATIENT DISCHARGES AND ARE CONTIGUOUS. THE OVERALL OAKWOOD HEALTHCARE COMMUNITY IS THE AGGREGATE OF EACH HOSPITAL'S COMMUNITY. IT IS IMPORTANT TO NOTE THAT INDIVIDUAL HOSPITAL COMMUNITIES OVERLAP. OAKWOOD HEALTHCARE HOSPITALS ARE LOCATED IN WAYNE COUNTY, MICHIGAN, AND THE COMMUNITY THEY SERVE CONSISTS OF ZIP CODES IN WAYNE COUNTY WITH SOME OVERLAP INTO NORTHEASTERN MONROE COUNTY, MICHIGAN. OAKWOOD HEALTHCARE APPROACHED THE CHNA PROCESS AS A COLLABORATIVE EFFORT BETWEEN THEIR HOSPITALS BUT ALSO INCLUDED INFORMATION SPECIFIC TO EACH HOSPITAL COMMUNITY WHERE THE DATA COLLECTION WAS ABLE TO PROVIDE HOSPITAL COMMUNITY SPECIFIC INFORMATION. TO ASSESS HEALTH NEEDS OF THE OAKWOOD HEALTHCARE COMMUNITIES, A QUANTITATIVE AND QUALITATIVE APPROACH WAS USED. IN ADDITION TO COLLECTING DATA FROM A NUMBER OF PUBLIC SOURCES AND TRUVEN HEALTH PROPRIETARY SOURCES, INTERVIEWS (BOTH IN-PERSON AND TELEPHONE) AND FOCUS GROUPS WERE CONDUCTED WITH INDIVIDUALS REPRESENTING COMMUNITY LEADERS/GROUPS, PUBLIC ORGANIZATIONS, PATIENTS, PROVIDERS, AND OAKWOOD HEALTHCARE REPRESENTATIVES FROM THE HOSPITAL AND CORPORATE LEVELS. IN ADDITION TO THE QUALITATIVE FEEDBACK, QUANTITATIVE HEALTH INDICATORS WERE COLLECTED AND ANALYZED TO ASSESS COMMUNITY HEALTH NEEDS. ONE HUNDRED-SIX INDICATORS WERE EVALUATED FOR EACH OF THE COUNTIES OR TOWNS (DEPENDING ON LEVEL OF DATA AVAILABLE) IN THE OAKWOOD HEALTHCARE COMMUNITY SERVED. THE MAJORITY OF HEALTH INDICATORS ARE ONLY AVAILABLE AT THE COUNTY LEVEL. THIS PRESENTS A NUMBER OF CHALLENGES AS HEALTH INDICATORS WERE EVALUATED ACROSS MULTIPLE COUNTIES. IN EVALUATING DATA FOR ENTIRE COUNTIES VERSUS ZIP CODE LEVEL DATA, IT IS DIFFICULT TO UNDERSTAND THE HEALTH NEEDS FOR SPECIFIC POPULATION POCKETS WITHIN A COUNTY. SUPPLEMENTED HEALTH INDICATOR DATA WITH ZIP CODE ESTIMATES (COMMUNITY NEEDS INDEX) WERE USED TO IDENTIFY SPECIFIC POPULATIONS WITHIN A COMMUNITY WHERE HEALTH NEEDS MAY BE GREATER.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 5: TO TAKE INTO ACCOUNT THE INPUT OF PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY, INTERVIEWS (BOTH ONE ON ONE AND IN SMALL GROUPS) AS WELL AS FOCUS GROUPS WERE CONDUCTED. THE INTERVIEW QUESTIONNAIRE WAS DESIGNED TO UNDERSTAND HOW PARTICIPANTS FEEL ABOUT THE GENERAL HEALTH STATUS OF THE COMMUNITY AND THE VARIOUS DRIVERS CONTRIBUTING TO HEALTH ISSUES. PARTICIPANTS INCLUDED REPRESENTATIVES FROM THE WAYNE DEPARTMENT OF PUBLIC HEALTH, WAYNE COUNTY DEPT. OF HEALTH AND HUMAN SERVICES, MICHIGAN DEPT. OF COMMUNITY HEALTH, WAYNE COUNTY HEALTH AUTHORITY, CITY OF DETROIT DEPARTMENT OF HEALTH AND WELLNESS PROMOTION, SEMCA, FAITH-BASED ORGANIZATIONS, MENTAL HEALTH ORGANIZATIONS, EARLY CHILDHOOD ORGANIZATIONS, FQHC'S, UNIVERSITY OF MICHIGAN DEARBORN, WORKFORCE DEVELOPMENT ORGANIZATIONS, LOCAL GOVERNMENT REPRESENTATIVES, CHRONIC DISEASE MANAGEMENT ORGANIZATIONS, NONPROFIT ORGANIZATIONS SERVING VULNERABLE POPULATIONS, PHYSICIAN PRACTICES, AND OAKWOOD HEALTHCARE REPRESENTATIVES.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 6A: OAKWOOD HOSPITAL - TAYLOR'S CHNA WAS CONDUCTED WITH THE FOLLOWING HOSPITAL FACILITIES:OAKWOOD HOSPITAL - DEARBORNOAKWOOD HOSPITAL - WAYNEOAKWOOD HOSPITAL - SOUTHSHORE
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 6B:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 7D: THE CHNA WAS DISTRIBUTED TO THOSE WHO PARTICIPATED IN THE INTERVIEWS AND FOCUS GROUPS AND TO COMMUNITY ORGANIZATIONS IN THE OAKWOOD SERVICE AREA.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 11: FOUR PRIORITY HEALTH NEEDS WERE IDENTIFIED IN THE CHNA: ACCESS TO CARE, DIABETES, OBESITY AND HEART/CARDIOVASCULAR DISEASE. FOR ACCESS TO CARE, THE FOLLOWING KEY INITIATIVES AND OUTCOMES ARE HIGHLIGHTED: TO ASSIST THE UNINSURED, UNDERINSURED AND UNDERSERVED, OAKWOOD PROVIDED CERTIFIED NAVIGATORS TO CONDUCT COMMUNITY-BASED INSURANCE ENROLLMENT AND EDUCATION FOR THE HEALTH INSURANCE MARKETPLACE, MEDICAID AND HEALTHY MICHIGAN. INFORMATION ON THE MEDICAID AND EXPANDED MEDICAID WAS PROVIDED TO 35,818 INDIVIDUALS. NAVIGATORS ENROLLED COMMUNITY MEMBERS IN MEDICAID, HEALTHY MICHIGAN AND THE MARKETPLACE AND ASSISTED THOSE WHO NEEDED A MEDICAL HOME. IN 2014, 2,565 INDIVIDUALS WERE ASSISTED IN APPLYING FOR HEALTH INSURANCE IN ADDITION TO 141 INDIVIDUALS ATTENDING HEALTH INSURANCE 101, AN EDUCATIONAL PROGRAM ON HOW TO USE INSURANCE FOR THE NEWLY INSURED. OAKASSIST SCREENED AND PROVIDED ASSISTANCE TO 26,728 INDIVIDUALS FOR HEALTH COVERAGE ELIGIBILITY. IN THE CITY OF TAYLOR, OAKWOOD PROVIDES ACCESS TO INTEGRATED HEALTH CARE FOR CHILDREN AGES 10-21 AT THE TAYLOR TEEN HEALTH CENTER AND WELLNESS SERVICES FOR YOUTH AT TRUMAN HIGH SCHOOL. OAKWOOD SCHOOL & COMMUNITY-BASED CHILD AND ADOLESCENT HEALTH CENTERS PROVIDED ACCESS TO CARE FOR 1,226 YOUTH IN 2014 WITH INTEGRATED MEDICAL SERVICES. THE CENTER FOR EXCEPTIONAL FAMILIES PROVIDED ACCESS TO CARE FOR 4,011 YOUTH WITH SPECIAL NEEDS MEDICAL SERVICES. THE WESTLAND INFECTIOUS DISEASE CLINIC PROVIDED ACCESS TO CARE WITH 1,310 UNITS OF SERVICE TO 221 INDIVIDUALS WITH HIV. KEY INITIATIVES AND OUTCOMES RELATED TO DIABETES INCLUDE: ADDITION OF SIX NEW COMMUNITY PARTNER ORGANIZATIONS TO PROVIDE DIABETES SCREENING IN THE COMMUNITY. IN 2014, 9 EVENTS WERE HELD IN THE OAKWOOD TAYLOR AREA IN WHICH 259 INDIVIDUALS RECEIVED BLOOD PRESSURE, CHOLESTEROL AND GLUCOSE SCREENINGS. FOLLOW-UP CARE WAS RECOMMENDED FOR 78 OF THESE INDIVIDUALS. A PARTNERSHIP WITH THE NATIONAL KIDNEY FOUNDATION PROVIDED COMMUNITY-BASED PROGRAMMING WITH PATH (2 SIX WEEK WORKSHOPS) AND THE NATIONAL DIABETES PREVENTION PROGRAM (NDPP) - A 12-MONTH PROGRAM. POST-TEST FOR PATH SHOWED 63% TESTED THEIR BLOOD SUGAR VS. 41% PRE-TEST. ALSO, 92% WERE EXERCISING MORE THAN 150 MINUTES PER WEEK COMPARED TO 46% AT PRE-TEST. DIABETES SUPPORT GROUPS PROVIDED SCREENING AND EDUCATION SERVICES TO 117 INDIVIDUALS. INTERMEDIATE OUTCOMES FOR NDPP SHOW 98.9% INCREASED THEIR PHYSICAL ACTIVITY MINUTES IN THE CORE PHASE WITH AN AVERAGE WEIGHT LOSS OF 10.5 POUNDS PER PARTICIPANT. A PARTNERSHIP WITH GLEANERS COMMUNITY FOOD BANK RESULTED IN FOUR PILOT PROGRAMS OF COOKING MATTERS FOR DIABETES(TM) OFFERED IN THE COMMUNITY WITH 74 INDIVIDUALS PARTICIPATING. TWENTY OUTCOME MEASURES WERE TRACKED WITH POST-TESTS SHOWING POSITIVE CHANGES IN MOST AREAS.KEY INITIATIVES AND OUTCOMES RELATED TO CARDIOVASCULAR DISEASE INCLUDE: COMMUNITY-BASED SCREENING FOR ELEVATED BLOOD PRESSURE AND CHOLESTEROL LEVELS WERE PROVIDED AT 9 EVENTS IN THE DEARBORN AREA TO 259 INDIVIDUALS IN THE COMMUNITY. OF THOSE SCREENED, 78 WERE REFERRED FOR FOLLOW-UP CARE. TO REDUCE CARDIOVASCULAR DISEASE COMPLICATIONS AND SUDDEN DEATH FROM CARDIAC ARREST, OAKWOOD HEALTHCARE PARTNERED WITH THE SENIOR ALLIANCE (TSA) FOR THE CARE TRANSITIONS INTERVENTION PROGRAM. AS OF 2014, THE RATE REDUCTION IN HOSPITAL READMISSIONS FOR ALL PATIENTS IS 15.4%. TO INCREASE KNOWLEDGE AND SKILLS TO RESUSCITATE INFANTS/CHILDREN SUFFERING SUDDEN CARDIAC ARREST, CPR CLASSES WERE PROVIDED TO 95 INDIVIDUALS. KEY INITIATIVES AND OUTCOMES RELATED TO OBESITY INCLUDE: OAKWOOD PROVIDES EDUCATION ON HEALTHY EATING, PHYSICAL ACTIVITY AND WEIGHT MANAGEMENT WITH THE CATCH KIDS CLUB. THE AFTER-SCHOOL ACTIVITY AND NUTRITION PROGRAM IS CONDUCTED IN COLLABORATION WITH SCHOOLS AND THE YMCA OF METRO DETROIT. IN ADDITION TO THE PROGRAM BEING OFFERED IN 11 SCHOOLS, EIGHT ADDITIONAL SITES WERE ADDED IN 2014 IN THE DEARBORN SCHOOL DISTRICT. IN 2014, 1,027 CHILDREN TOOK PART IN THE PROGRAM. MYNUTRATEK, A HEALTH AND WELLNESS APPLICATION AND PROGRAM, WAS OFFERED TO STUDENTS IN ALL TAYLOR SCHOOLS BY OAKWOOD. TO IMPROVE NUTRITION PRACTICES, HEALTHY MEAL PREPARATION AND FOOD BUDGETING KNOWLEDGE, EIGHT PILOT PROGRAMS OF COOKING MATTERS(TM) WERE CONDUCTED IN COLLABORATION WITH GLEANERS COMMUNITY FOOD BANK WITH 134 INDIVIDUALS PARTICIPATING. IN ADDITION, COMMUNITY-BASED EDUCATION ON NUTRITION WAS PRESENTED AT 31 EVENTS REACHING 1,869 INDIVIDUALS.TO HAVE A COLLECTIVE IMPACT AND MOVE THE NEEDLE ON THESE PRIORITY HEALTH NEEDS, OAKWOOD HEALTHCARE ESTABLISHED HEALTHY TAYLOR, A COLLECTIVE IMPACT INITIATIVE IN PARTNERSHIP WITH THE CITY, SCHOOLS, RESIDENTS, NONPROFITS, AND OTHER SECTORS. A COMMUNITY COALITION WILL COORDINATE AND DRIVE INITIATIVES IN THE COMMUNITY TO IMPROVE HEALTH WHILE ADDRESSING PRIORITY HEALTH NEEDS. NEEDS THAT WERE NOT ADDRESSED INCLUDE MENTAL HEALTH, MATERNAL HEALTH, ENVIRONMENT AND SOCIOECONOMIC FACTORS. WHILE EACH OF THESE HEALTH NEEDS ARE IMPORTANT AND ARE BEING ADDRESSED BY PROGRAMS AND INITIATIVES OF OAKWOOD HEALTHCARE, ALLOCATING SIGNIFICANT RESOURCES TO THE FOUR PRIORITY NEEDS PREVENTED THE INCLUSION OF ALL HEALTH NEEDS IN THE OAKWOOD IMPLEMENTATION PLANS.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 13B:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 13H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS RECEIVE, AT A MINIMUM, A 55% DISCOUNT OFF OF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. THE MAXIMUM DISCOUNT PERCENTAGE IS UPDATED ANNUALLY BASED ON AVERAGE PAYMENT RATES FROM COMMERCIAL PAYORS. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE; SELF-PAY DISCOUNTS ARE BASED UPON THE FOLLOWING:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICY.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 15E:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 16I: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND IS MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL COUNSELORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE IS POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 18D:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 19D:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 20E: THE HOSPITAL ROUTES ALL SELF-PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF-PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO FINANCIAL COUNSELORS FOR OPTIONS TO ASSIST THEM WITH PAYMENTS. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENT AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE. PATIENTS ARE ALSO PROVIDED INFORMATION ABOUT HOW TO ACCESS INFORMATION ON OAKWOOD'S PROGRAMS AND HOW TO CONTACT OUR FINANCIAL COUNSELORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT BASED ON COMMERCIAL PAYMENT RATES WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE FOR $100.00 OR MORE, AND CONTAINING DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY COLLECTION ACTIONS.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 21C:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 21D:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 22D: A DISCOUNT OF 55 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 23:  
GROUP A-FACILITY 4 -- OAKWOOD HOSPITAL - TAYLOR PART V, SECTION B, LINE 24:  
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?69
Name and address Type of Facility (describe)
1 OAKWOOD DEARBORN MEDICAL PARK
18100 OAKWOOD BLVD
DEARBORN,MI48124
O/P PHYS/CARDIAC CLINICS, BREAST CARE/DIALYSIS CTR,O/P IMAGING,LAB DRAW SITE
2 OAKWOOD SOUTHSHORE SURGERY CENTER
5452 FORT STREET
TRENTON,MI48183
O/P SURGICAL SERVICES, REHAB. CLINIC (PT & OT), ORTHOPEDIC CTR OF EXCELLENCE
3 OAKWOOD HEALTH CARE CTR - CANTON
7300 CANTON CENTER ROAD
CANTON,MI48187
EMERGENCY ROOM, RADIOLOGY, OUTPATIENT IMAGING, LAB DRAW SITE
4 OAKWOOD MEDICAL OFFICES - DEARBORN
18181 OAKWOOD BLVD
DEARBORN,MI48124
OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
5 OAKWOOD HEALTH CARE CTR - SOUTHGATE
15777 NORTHLINE ROAD
SOUTHGATE,MI48195
O/P CLINIC, CANCER CTR, URGENT CARE, RADIOLOGY, REHAB - PT, LAB DRAW SITE
6 OAKWOOD MIDWEST MEDICAL CENTER
4700 SCHAEFFER ROAD
DEARBORN,MI48126
O/P PHYS CLINIC, O/P SURG SERVICES, O/P IMAGING
7 OAKWOOD HERITAGE HOSPITAL REHAB SCVS
9870 TELEGRAPH
TAYLOR,MI48180
REHAB. CLINIC - PT
8 OAKDALE MEDICAL VILLAGE
25045 FORD ROAD
DEARBORN,MI48128
OUTPATIENT IMAGING, LAB DRAW SITE
9 HAGGERTY MEDICAL BLDG - CANTON
2050 NORTH HAGGERTY RD
CANTON,MI48188
OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGING
10 OAKWOOD BREAST CARE CTR
4491 VENOY RD
WAYNE,MI48184
BREAST CARE CENTER
11 OAKWOOD SOUTHSHORE PHYS MED REHAB
2707 W JEFFERSON
TRENTON,MI48183
REHAB. CLINIC-PT, OT AND ST
12 OAKWOOD MEDICAL OFFICES - WAYNE
33000 ANNAPOLIS AVENUE
WAYNE,MI48184
OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC-PT, OT AND ST
13 OAKWOOD TRAINING & DEVELOPMENT CTR
18501 ROTUNDA DRIVE
DEARBORN,MI48124
OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC
14 OAKWOOD HEALTH CARE CTR - MERCURY DR
4900 MERCURY DRIVE
DEARBORN,MI48126
OUTPATIENT PHYSICIAN CLINIC
15 OAKWOOD MEDICAL OFFICE BLDG - CANTON
7330 CANTON CENTER ROAD
CANTON,MI48187
OUTPATIENT PHYSICIAN CLINIC
16 OAKWOOD SPORTS MEDICINE-DEARBORN
2552 MONROE
DEARBORN,MI48124
REHAB. CLINIC-PT
17 OAKWOOD REHAB THERAPY SVCS - W DEARBORN
22731 NEWMAN ROAD
DEARBORN,MI48124
REHAB. CLINIC - PT
18 OAKWOOD OUTPATIENT IMAGING
1676 FORT STREET
TRENTON,MI48183
OUTPATIENT IMAGING
19 OAKWOOD HEALTH CARE CTR - WESTLAND
2001 SOUTH MERRIMAN
WESTLAND,MI48186
OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
20 INTERNAL MEDICINE WYANDOTTE
1700 BIDDLE AVE
WYANDOTTE,MI48192
OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
21 OAKWOOD HEALTH CARE CTR - BELLEVILLE
201 THIRD STREET
BELLEVILLE,MI48111
OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
22 OAKWOOD HEALTH CARE CTR - ALLEN PARK
15915 SOUTHFIELD
ALLEN PARK,MI48101
OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
23 OAKWOOD PHYSICAL THERAPY CENTER
4111 S CANTON CENTER ROAD
CANTON,MI48188
REHAB. CLINIC - PT
24 OAKLANE MEDICAL SUITES
17000 HUBBARD
DEARBORN,MI48126
OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT
25 OAKWOOD MEDICAL OFFICES - TRENTON
5400 FORT STREET
TRENTON,MI48183
OUTPATIENT PHYSICIAN CLINIC, CARDIAC REHAB. CLINIC, LAB DRAW SITE
26 OAKWOOD CARDIAC CENTER
22060 BEECH ROAD
DEARBORN,MI48124
CARDIAC CENTER
27 OAKWOOD VENOY PATIENT SERVICE CENTER
4020 VENOY SUITE 200A
WAYNE,MI48184
OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
28 OAKWOOD MEDICAL OFF BLDG-GARDEN CITY
29150 FORD ROAD
GARDEN CITY,MI48135
OUTPATIENT PHYSICIAN CLINIC, URGENT CARE
29 OAKWOOD IMAGING CENTER TAYLOR
8850 S TELEGRAPH RD
TAYLOR,MI48180
OUTPATIENT IMAGING
30 OAKWOOD HEALTH CARE CTR - TB CLINIC
2001 SOUTH MERRIMAN
WESTLAND,MI48186
OUTPATIENT PHYSICIAN CLINIC (TB CLINIC)
31 OAKWOOD TAYLOR TEEN CENTER
26650 EUREKA ROAD SUITE B
TAYLOR,MI48180
OUTPATIENT PHYSICIAN CLINIC
32 OAKWOOD BLANZY CLINIC
14319 DIX TOLEDO ROAD
SOUTHGATE,MI48195
OUTPATIENT PHYSICIAN CLINIC
33 ONCOLOGY DOWNRIVER
19725 ALLEN ROAD SUITE 101
BROWNSTOWN,MI48183
OUTPATIENT PHYSICIAN CLINIC, ONCOLOGY, O/P IMAGING, LAB DRAW SITE
34 ATHENS CLINIC
15100 S PLAZA DRIVE
TAYLOR,MI48180
OUTPATIENT PHYSICIAN CLINIC
35 EVERINGHAM FAMILY MEDICINE
12100 HURON RIVER DRIVE
ROMULUS,MI48174
OUTPATIENT PHYSICIAN CLINIC
36 TAYLOR CLINIC
9340 S TELEGRAPH
TAYLOR,MI48180
OUTPATIENT PHYSICIAN CLINIC
37 NAJAR OBGYN
2142 MONROE STREET SUITE A
DEARBORN,MI48124
OUTPATIENT PHYSICIAN CLINIC
38 OAKWOOD INTERNAL MEDICINE-ALLEN PARK
7804 ALLEN ROAD
ALLEN PARK,MI48101
OUTPATIENT PHYSICIAN CLINIC
39 OAKWOOD HEALTHCARE CTR - NEWPORT
3132 NEWPORT RD
NEWPORT,MI48166
OUTPATIENT PHYSICIAN CLINIC
40 HENRY FORD VILLAGE GERIATRICS
15101 FORD ROAD 1ST FLOOR
DEARBORN,MI48126
OUTPATIENT PHYSICIAN CLINIC
41 OAKMAN MEDICAL GROUP
15120 MICHIGAN AVE
DEARBORN,MI48126
OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE
42 ADULT MEDICAL CARE PLCC
35330 NANKIN BLVD SUITE 701
WESTLAND,MI48185
OUTPATIENT PHYSICIAN CLINIC
43 ALLEN PARK CARDIOLOGY
6742 PARK AVE
ALLEN PARK,MI48101
CARDIAC REHAB.
44 OAKWOOD PT & WELLNESS CENTER
17101 ROTUNDA BLVD
DEARBORN,MI48124
REHAB. CLINIC - PT
45 OAKWOOD INFUSION SERVICES
1633 FAIRLANE CIRCLE SUITE 165
ALLEN PARK,MI48101
OUTPATIENT INFUSION SERVICES
46 PRECISION ORTHOPEDICS
25755 TELEGRAPH RD
BROWNSTOWN,MI48134
OUTPATIENT PHYSICIAN CLINIC
47 OAKWOOD URGENT CARE WYANDOTTE
211 EUREKA ROAD
WYANDOTTE,MI48192
URGENT CARE
48 LINCOLN-ADAMS CHILDADOLESCENT HC CTR
33475 PALMER
WESTLAND,MI48186
OUTPATIENT PHYSICIAN CLINIC
49 ALLIED MEDICAL GROUP
35180 NANKIN BLVD
WESTLAND,MI48185
OUTPATIENT PHYSICIAN CLINIC
50 SOUTH CANTON INTERNAL MEDICINE
42287 CHEERY HILL RD SUITE D
CANTON,MI48188
OUTPATIENT PHYSICIAN CLINIC
51 TRENTON OBGYN
3290 WEST ROAD
TRENTON,MI48183
OUTPATIENT PHYSICIAN CLINIC
52 LAB AT WOODHAVEN
25000 HALL ROAD
WOODHAVEN,MI48183
LAB DRAW SITE
53 CHASE MEDICAL CLINIC
6211 CHASE ROAD
DEARBORN,MI48126
OUTPATIENT PHYSICIAN CLINIC
54 INKSTER TEEN HEALTH CENTER
3250 MIDDLEBELT
INKSTER,MI48141
OUTPATIENT PHYSICIAN CLINIC
55 OAKWOOD HEALTHCARE FLAT ROCK
29100 GATEWAY BLVD
FLAT ROCK,MI48134
OUTPATIENT PHYSICIAN CLINIC
56 GENERAL SURGICAL SERVICES
3851 WEST ROAD SUITE 3
TRENTON,MI48183
OUTPATIENT PHYSICIAN CLINIC
57 TRUMAN HIGH SCHOOL
11211 BEECH DALY RD
TAYLOR,MI48180
OUTPATIENT PHYSICIAN CLINIC
58 OAKWOOD WYANDOTTE SPECIALTY
1848 BIDDLE
WYANDOTTE,MI48192
OUTPATIENT PHYSICIAN CLINIC
59 INKSTER TEEN HEALTH CTR
25912 ANNAPOLIS STREET
INKSTER,MI48141
OUTPATIENT PHYSICIAN CLINIC
60 DEARBORN FAMILY CLINIC
3133 SOUTH TELEGRAPH
DEARBORN,MI48124
OUTPATIENT PHYSICIAN CLINIC
61 LAB AT FAMILY HEALTH RIVERVIEW CENTER
19020 FORT STREET
RIVERVIEW,MI48192
LAB DRAW SITE
62 OAKWOOD HEALTH CARE CTR - BROWNSTOWN
17000 KING ROAD
BROWNSTOWN,MI48183
OUTPATIENT PHYSICIAN CLINIC
63 OAKWOOD LABORATORY - HAMLET BLDG
1331 MONROE STREET
DEARBORN,MI48124
LAB DRAW SITE, RESPIRATORY CARE
64 OAKWOOD HOME MEDICAL EQUIP
1633 FAIRLANE CIRCLE
DEARBORN,MI48124
DURABLE MEDICAL EQUIPMENT
65 LAB AT DEARBORN FAMILY PRACTICE
23870 MICHIGAN AVE
DEARBORN,MI48124
LAB DRAW SITE
66 INTERNAL MEDICINE MONROE STREET
1611 MONROE STREET
DEARBORN,MI48124
OUTPATIENT PHYSICIAN CLINIC
67 INTERNAL MEDICINE DETROIT
18300 W MCNICHOLS RD
DETROIT,MI48219
OUTPATIENT PHYSICIAN CLINIC
68 OAKWOOD YMCA SOUTHGATE PT
16777 NORTHLINE ROAD
SOUTHGATE,MI48195
OUTPATIENT PHYSICIAN CLINIC
69 ROMULUS TEEN HEALTH CTR
9650 SOUTH WAYNE RD
ROMULUS,MI48074
OUTPATIENT PHYSICIAN CLINIC
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 3C: OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. DETERMINATION AS TO WHETHER OR NOT A PATIENT QUALIFIES FOR FREE OR DISCOUNTED CARE, ABOVE THE 55% SELF PAY DISCOUNT FOR THE UNINSURED, AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 55 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS.
PART I, LINE 7: CHARITY CARE (LINE A) USED A COST TO CHARGE RATIO SPECIFIC TO EACH ACUTE CARE BUSINESS UNIT. MEDICAID (LINE B) ALSO USED A BUSINESS UNIT-SPECIFIC COST TO CHARGE RATIO. HEALTH PROFESSIONS EDUCATION (LINE F) USED A COMBINATION OF EXPENSES REPORTED IN THE GENERAL LEDGER AND ALLOCATIONS FOR SPECIFIC EXPENSES FROM OTHER COST CENTERS TO THE MEDICAL EDUCATION PROGRAM. SUBSIDIZED HEALTH SERVICES (LINE G) USED A COST ACCOUNTING SYSTEM THAT INCLUDES ALL ACUTE CARE FACILITY ACTIVITY.
PART I, LN 7 COL(F): BAD DEBT IN THE AMOUNT OF $450,967 WAS NOT COUNTED AS EXPENSES IN THE MEDICAL RESIDENT EDUCATION PORTION OF HEALTH PROFESSIONS EDUCATION. GROSS BAD DEBT CHARGES OF $137,286,937 WAS EXCLUDED FROM TOTAL EXPENSES (ADJUSTED FOR PATIENT DISCOUNT) WHEN COMPUTING THE COMMUNITY BENEFIT PERCENTAGES. A FULL COPY OF THE COMMUNITY BENEFIT REPORT CAN BE FOUND AT: HTTP://WWW.OAKWOOD.ORG/REPORT-TO-OUR-COMMUNITY
PART II, COMMUNITY BUILDING ACTIVITIES: OAKWOOD HEALTHCARE SYSTEM HAS A STRONG CONNECTION TO THE COMMUNITIES IT SERVES. WE EXEMPLIFY THAT WITH WIDE AND EXTENSIVE PARTICIPATION FROM OUR EMPLOYEES AS BOARD MEMBERS AND VOLUNTEERS OF VARIOUS NON-PROFIT, COMMUNITY SERVICE AND PROFESSIONAL ORGANIZATIONS. REPORTED IN THE SECTION REGARDING COMMUNITY BUILDING ACTIVITIES ARE COSTS INCURRED DUE TO A DIRECT OUTLAY OF CASH OR THE USE OF STAFF AND FACILITY RESOURCES. ACTIVITIES THAT ARE COVERED IN THIS SECTION INCLUDE DUES TO VARIOUS CHAMBERS OF COMMERCE INCLUDING: DETROIT REGIONAL CHAMBER OF COMMERCE; SOUTHERN WAYNE COUNTY CHAMBER OF COMMERCE; CANTON, WAYNE, DEARBORN CHAMBERS OF COMMERCE; AND THE AMERICAN ARAB CHAMBER OF COMMERCE. ADDITIONAL ACTIVITIES INCLUDE EFFORTS IN SUPPORT OF THE MICHIGAN FITNESS FOUNDATION, AND THE GOVERNOR'S COUNCIL ON PHYSICAL FITNESS, HEALTH AND SPORTS TO FOSTER HEALTH AND HEALTHY LIFESTYLES OF MICHIGAN CITIZENS. ALSO INCLUDED ARE COSTS RELATED TO THE COORDINATION AND OFFERING OF COMMUNITY BLOOD DONOR DRIVES (DONE IN PARTNERSHIP WITH THE AMERICAN RED CROSS) AND ORGAN AND TISSUE DONOR RECRUITMENT (DONE IN PARTNERSHIP WITH GIFT OF LIFE OF MICHIGAN) AT OUR LOCATIONS AND COMMUNITY EVENTS THAT TARGET OUR EMPLOYEES AND MEMBERS OF THE PUBLIC. OAKWOOD IS ACTIVELY ENGAGED IN BUILDING "HEALTHY COMMUNITIES" WITH THE COMMUNITIES IT SERVES. THIS ENTAILS WORKING WITH THE CITIES, SCHOOLS, NONPROFIT PARTNERS AND COMMUNITY MEMBERS TO IMPROVE HEALTH IN EACH COMMUNITY WITH THE SUPPORT OF COALITIONS IN EACH COMMUNITY.
PART III, LINE 2: THE ESTIMATED BAD DEBT FOR THE ORGANIZATION IS CALCULATED BY USING GROSS CHARGES MULTIPLIED BY THE COST TO CHARGE RATIO.
PART III, LINE 3: THE PORTION OF BAD DEBT THAT IS CONSIDERED TO BE A COMMUNITY BENEFIT IS DETERMINED BY THE BAD DEBTS UNDER $100 FOR PATIENTS WITHOUT INSURANCE THAT WOULD HAVE BEEN ELIGIBLE FOR CHARITY CARE. THE ORGANIZATION CONSIDERS BAD DEBT EXPENSE TO BE A COMMUNITY BENEFIT SINCE THE COSTS OF PROVIDING UNCOMPENSATED SERVICES TO PATIENTS IMPEDES THE ORGANIZATION'S ABILITY TO PROVIDE OTHER CHARITY CARE AND COMMUNITY BENEFIT SERVICES. ALSO, THE PROVISION OF UNCOMPENSATED CARE TO PATIENTS WITHOUT INSURANCE POSITIVELY IMPACTS THE HEALTH OF THE SOUTHEASTERN MICHIGAN COMMUNITIES IN WHICH WE SERVE.
PART III, LINE 4: ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE COMPANY ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF THE MAJOR PAYOR SOURCES TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND THE PROVISION FOR DOUBTFUL ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES IN EVALUATING THE ADEQACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY HEALTH CARE COVERAGE, THE COMPANY ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND PROVISION FOR BAD DEBTS. EFFECTIVE JANUARY 1, 2012, ALL CHARGES FOR PATIENTS WITHOUT INSURANCE ARE DISCOUNTED TO AN AMOUNT THAT APPROXIMATES THE COMPANY'S LOWEST NEGOTIATED COMMERCIAL INSURANCE RATES. FOR ACCOUNTS RECEIVABLES ASSOCIATED WITH SELF-PAY ACCOUNTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND CO-PAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE COMPANY RECORDS A SIGNIFICANT PROVISION FOR DOUBTFUL ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST COLLECTION EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE PROVISION FOR DOUBTFUL ACCOUNTS HAS BEEN REPORTED AS A DEDUCTION FROM PATIENT SERVICE REVENUE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS.
PART III, LINE 8: THE COST OF MEDICARE SERVICES WAS DETERMINED USING A COST ACCOUNTING SYSTEM THAT INCLUDED ALL ACUTE CARE FACILITY ACTIVITY. THE COST ACCOUNTING SYSTEM ASSIGNS DIRECT AND INDIRECT COST AT A CHARGE CODE LEVEL BASED ON RELATIVE VALUE UNITS AND OTHER ALLOCATION METHODOLOGIES. NET REVENUE AT A PATIENT ACCOUNT LEVEL IS BASED ON ACTUAL PAYMENTS WHERE AVAILABLE, AND MODELED REVENUE WHERE PAYMENT HAS YET TO BE RECEIVED. PATIENTS ARE THEN GROUPED BY PAYOR TO ARRIVE AT SUMMARIZED REVENUE AND COSTS. THE ORGANIZATION CONSIDERS THE MEDICARE SHORTFALL TO BE A COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: 1) SINCE THERE IS AN EXCESS OF EXPENSES OVER MEDICARE REIMBURSEMENT, OHI MUST COVER THE SHORTFALL. AS A RESULT, THE AMOUNT NEEDED TO COVER THE SHORTFALL IS NOT AVAILABLE FOR OTHER CHARITY CARE AND COMMUNITY BENEFIT SERVICES, 2) A SIGNIFICANT PORTION OF SERVICES PROVIDED TO MEDICARE BENEFICIARIES WOULD LIKELY QUALIFY FOR CHARITY CARE ABSENT INSURANCE COVERAGE UNDER THE MEDICARE PROGRAM, AND 3) THE PROVISION OF UNDER-COMPENSATED PATIENT CARE TO MEDICARE BENEFICIARIES POSITIVELY IMPACTS THE HEALTH OF THE SOUTHEASTERN MICHIGAN COMMUNITIES IN WHICH WE SERVE.
PART III, LINE 9B: HOSPITAL PATIENTS PRESENTING OR SCHEDULING FOR SERVICES WITHOUT INSURANCE ARE IDENTIFIED AS "SELF-PAY" PATIENTS. THESE PATIENTS ARE ASSESSED BY FINANCIAL COUNSELING STAFF, WITHIN THE ORGANIZATION'S "OAKASSIST PROGRAM" TO: A) DETERMINE IF SOME TYPE OF INSURANCE COVERAGE MAY EXIST, B) ASSESS ELIGIBILITY FOR A GOVERNMENT SPONSORED INSURANCE PROGRAM, OR C) ASSESS ELIGIBILITY FOR A FULL OR PARTIAL CHARITY CARE, CATASTROPHIC MEDICAL EXPENSE OR SELF-PAY DISCOUNT. THIS PROCESS IS INITIATED AT THE TIME OF SCHEDULING OR AS CLOSE TO THE DATE OF SERVICE AS POSSIBLE. IF THE DETERMINATION OF DISCOUNTING OR OTHER COVERAGE IS NOT FOUND, THE PATIENT WILL RECEIVE A BILLING STATEMENT WITH DIRECTION TO CONTACT AN OAKWOOD CUSTOMER SERVICE REPRESENTATIVE OR OAKASSIST FINANCIAL COUNSELOR FOR FINANCIAL ASSISTANCE OR IF EXTENDED PAYMENT ARRANGEMENTS ARE NEEDED TO HELP SATISFY THE DEBT. THE PATIENT RECEIVES A MINIMUM OF FOUR (4) STATEMENTS NOTIFYING THEM OF THE AVAILABILITY OF FINANCIAL ASSISTANCE PRIOR TO FORWARDING ACCOUNTS TO A THIRD-PARTY COLLECTION AGENCY. IN ADDITION, PRIOR TO FORWARDING ACCOUNTS TO A COLLECTION AGENCY, THE ACCOUNTS ARE SCORED TO DETERMINE THE PATIENT'S ABILITY TO PAY AND DEEMED EITHER CHARITY OR BAD DEBT. ACCOUNTS ELIGIBLE FOR CHARITY CARE, PURSUANT TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, ARE WRITTEN-OFF TO A CHARITY CARE CODE AND NO FURTHER COLLECTION ACTIVITY IS PURSUED. IN CASES WHERE THE ORGANIZATION EXPECTS PAYMENT BUT IS UNABLE TO COLLECT, THE ACCOUNTS ARE CLASSIFIED AS BAD DEBT AND FORWARDED FOR FURTHER COLLECTION ACTIVITY.
PART VI, LINE 2: IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT, OAKWOOD CONDUCTS AN ANNUAL ENVIRONMENTAL SCAN OF THE COMMUNITIES SERVED EACH YEAR AS PART OF THE STRATEGIC PLANNING PROCESS WHICH INCLUDES KEY INFORMATION FROM THE COMMUNITIES SERVED INCLUDING ACCESS TO CARE, DEMOGRAPHICS, HEALTH NEEDS, INTERNAL HOSPITAL DATA, AND IDENTIFYING GAPS IN SERVICES. THE COMMUNITY OUTREACH DEPARTMENT DIRECTS SERVICES AND PROGRAMS TARGETING VULNERABLE POPULATIONS AND SERVICES TO IMPROVE THE GENERAL HEALTH OF THE COMMUNITIES SERVED. NUMEROUS PHYSICIANS AND EMPLOYEES OF OAKWOOD SERVE ON LOCAL COMMITTEES, TASK FORCES, COALITIONS, AND BOARDS THAT ARE RELATED TO HEALTH AND HEALTH NEEDS. THIS INFORMATION IS USED TO ASSIST IN THE DEVELOPMENT OF PROGRAMS AND SERVICES IN THE COMMUNITIES, COLLABORATE ON HEALTH NEEDS AND REDUCE ANY DUPLICATION OF SERVICES TO MAXIMIZE RESOURCES. NUMEROUS DATA SOURCES ARE UTILIZED TO ASSESS HEALTH NEEDS OF THE COMMUNITIES INCLUDING MDCH, TRUVEN HEALTH DATA, CDC DATA SETS, BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM, CENSUS DATA, PUBLIC HEALTH DATA FOR WAYNE COUNTY, ETC.
PART VI, LINE 3: OUR FINANCIAL ADVISORY TEAM, OAKASSIST, PROVIDES PRE-SERVICE AND POST-SERVICE SUPPORT TO OUR PATIENTS AND THEIR FAMILIES IN DETERMINING ELIGIBILITY OPTIONS FOR HEALTH CARE COVERAGE. PATIENTS IDENTIFIED WITHOUT INSURANCE COVERAGE ARE ASSESSED AT MOST ACCESS POINTS, INCLUDING THE EMERGENCY DEPARTMENT AND OUTPATIENT DIAGNOSTIC SCHEDULING, PRIOR TO ELECTIVE PROCEDURES, AND PHYSICIAN OFFICE REFERRALS. PATIENTS ARE PROVIDED INFORMATION OR ASSISTANCE IN REGARD TO ELIGIBILITY WITH THE ORGANIZATION'S CHARITY CARE POLICY OR OTHER FORMS OF FINANCIAL ASSISTANCE AVAILABLE (MEDICAID, ADULT BENEFIT WAIVER, COBRA COVERAGE, VICTIMS OF CRIME, ETC.). POSTERS IDENTIFYING THE FINANCIAL ADVISORY TEAM, OAKASSIST, AND THE AVAILABILITY OF CHARITY CARE ARE VISIBLE IN HIGH TRAFFIC AREAS, SUCH AS THE EMERGENCY DEPARTMENT, OUTPATIENT REGISTRATION AREAS, AND ON THE OAKWOOD.ORG WEBSITE. DOCUMENTATION IS ALSO PRINTED ON THE PATIENT BILLING STATEMENT INCLUDING CONTACT INFORMATION SHOULD A PATIENT REQUIRE ASSISTANCE POST SERVICE.
PART VI, LINE 4: LOCATED IN SOUTHEAST MICHIGAN, OAKWOOD HEALTHCARE SYSTEM (OHS) SERVES MORE THAN 940,000 RESIDENTS IN 36 COMMUNITIES STRETCHING ACROSS A 500 SQUARE MILE AREA OF WESTERN WAYNE COUNTY. THIS AREA IS RICHLY VARIED BY RACE AND ETHNICITY (AFRICAN AMERICAN 16.6%, HISPANIC 9.5%, ASIAN 2.9%, MULTI-RACIAL 2.4%, WHITE 68.1%, AND OTHER .4%). IN THE CITY OF DEARBORN, 41.7% OF THE POPULATION IS ARABIC. ONE OF THE MOST CULTURALLY DIVERSE AREAS IN MICHIGAN, OVER 12.4% OF RESIDENTS SPEAK A LANGUAGE OTHER THAN ENGLISH WITH SOME COMMUNITIES FAR EXCEEDING THE NATIONAL AVERAGE: DEARBORN (43.9%), SOUTHWEST DETROIT (59%), AND MELVINDALE (21.2%). IN THE OHS SERVICE AREA, 87% ARE UNDER THE AGE OF 65, WITH 62% BETWEEN THE AGES OF 18 AND 64 AND 25% UNDER THE AGE OF 18. ONE OF THE REGIONS HARDEST HIT BY THE RECESSION, SOUTHEASTERN MICHIGAN RESIDENTS CONTINUE TO STRUGGLE WITH HIGH RATES OF POVERTY (APPROX. 17%) AND UNEMPLOYMENT (8.1%). FOR MANY IN MICHIGAN, RACIAL AND ETHNIC DISPARITIES, POVERTY AND LACK OF INSURANCE HAVE LED TO LIMITED ACCESS TO PROVIDERS AND PREVENTIVE CARE. WAYNE COUNTY WAS RANKED HIGHEST IN MICHIGAN FOR MORTALITY AND MORBIDITY BY THE ROBERT WOOD JOHNSON FOUNDATION COUNTY HEALTH RANKINGS.
PART VI, LINE 5: OAKWOOD HEALTHCARE SYSTEM AND ITS EMPLOYEES, BOARD MEMBERS, PHYSICIANS AND VOLUNTEERS ARE PROUD TO BE INVOLVED IN MAKING OUR COMMUNITY A HEALTHIER PLACE TO LIVE, WORK, AND PLAY. OUR GOVERNING BOARDS ARE COMPRISED OF BUSINESS, CIVIC AND COMMUNITY LEADERS WHO WORK AND/OR LIVE IN THE AREA, AND HAVE A STAKE IN COMMUNITY HEALTH IMPROVEMENT. BOARD MEMBERS ARE ACTIVELY ENGAGED IN OAKWOOD'S MISSION TO PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. A GOVERNING BOARD STRATEGIC PLANNING COMMITTEE AND MEDICAL STAFF STRATEGIC PLANNING COMMITTEE INTEGRATE THEIR PERSPECTIVES INTO BOTH SHORT AND LONG TERM VISIONING AND PLANNING GEARED TOWARD FULFILLING OUR MISSION.EACH OF OUR FOUR ACUTE CARE SITES FEATURES AN OPEN MEDICAL STAFF, WITH ELECTED LEADERSHIP AND ACTIVE COMMITTEE STRUCTURE. TO PROMOTE HEALTH IN THE COMMUNITIES, OAKWOOD PROVIDES AFTERSCHOOL NUTRITION AND PHYSICAL EDUCATION IN 17 AREA SCHOOLS, OPERATES A WELLNESS PROGRAM IN TAYLOR, MI., OPERATES A SCHOOL-BASED HEALTH CLINIC IN WESTLAND, AND OPERATES ADOLESCENT HEALTH CENTERS IN THE CITIES OF TAYLOR AND INKSTER. COMMUNITY BENEFIT PROGRAMS OFFERED INCLUDE COMMUNITY SCREENINGS INCLUDING BLOOD PRESSURE, CHOLESTEROL (TOTAL AND HDL) AND GLUCOSE TESTING AND HEALTH EDUCATION. NUTRITIONAL SEMINARS ARE OFFERED FOR ALL AGE GROUPS IN THE COMMUNITY. COMMUNITY-BASED HEALTH INSURANCE NAVIGATORS ASSIST WITH ENROLLMENT IN TO THE HEALTH INSURANCE MARKETPLACE AND MEDICAID. DIABETES PREVENTION PROGRAMS, CHRONIC DISEASE MANAGEMENT, NUTRITION AND HEALTHY COOKING CLASSES ARE ALSO CONDUCTED. SMOKING CESSATION HOTLINE AND INFORMATION ARE PROVIDED TO ASSIST COMMUNITY MEMBERS IN THEIR EFFORTS TO STOP SMOKING. OAKWOOD ALSO OPERATES A HIV/AIDS PROGRAM AND TB CLINIC FOR THOSE IN NEED OF THESE SPECIALIZED SERVICES.A SIGNIFICANT PORTION OF THE OAKWOOD HEALTHCARE SYSTEM SERVICE AREA CONSISTS OF FEDERAL MEDICALLY UNDERSERVED AREAS AS DESIGNATED BY HRSA (HEALTH RESOURCES AND SERVICES ADMINISTRATION). MULTI-LEVEL PARTNERSHIPS AND COLLABORATIONS WITH FEDERALLY QUALIFIED HEALTH CENTERS AND OTHER COMMUNITY BASED CLINICS ARE IN PLACE. OAKWOOD MAINTAINS STRONG COLLABORATIVE RELATIONSHIP WITH LOCAL FQHC'S AND OTHER LOW COST AND FREE HEALTH CLINICS THAT SERVE OUR UNINSURED AND UNDERINSURED COMMUNITY MEMBERS. WE ALSO ACTIVELY PARTICIPATE IN WORKGROUPS, COMMITTEES AND BOARDS ASSOCIATED WITH COMMUNITY PROGRAMS. IN ADDITION TO THE MANY COMMUNITY HEALTH IMPROVEMENT ACTIVITIES PRESENTED BY ITS COMMUNITY HEALTH, MEDICAL EDUCATION, SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS AND OTHER DEPARTMENTS, OAKWOOD PRESENTS A RADIO PROGRAM FEATURING INFORMATION ABOUT PERSONAL AND FAMILY HEALTH PROMOTION. "CHAMPIONS OF CARE" IS BROADCAST EACH WEEK TO ALL COMMUNITIES WE SERVE ON WJR, AN AM RADIO STATION WITH A STRONG GEOGRAPHIC SIGNAL THAT COVERS NOT ONLY OUR IMMEDIATE AREA, BUT ALSO A LARGE PORTION OF THE STATE AND EVEN PARTS OF THE MIDWESTERN REGION.MANY OF OUR EXECUTIVES, MANAGERS AND OTHER EMPLOYEES SERVE AS LEAD VOLUNTEERS OR BOARD DIRECTORS AND OFFICERS FOR KEY NON-PROFIT AGENCIES AND GOVERNMENT COMMISSIONS IN THE REGION. THESE INCLUDE ORGANIZATIONS AND AUTHORITIES ASSOCIATED WITH HEALTH CARE, SOCIAL SERVICES, EDUCATION, MUNICIPAL GOVERNANCE, INDUSTRY AND TRADE GROUPS AS WELL AS SERVICE ORGANIZATIONS AND CHAMBERS OF COMMERCE. MANY OAKWOOD EMPLOYEES ALSO OFFER AD-HOC CONSULTING ADVICE.OAKWOOD HAS ALSO MAINTAINED LONG STANDING, DEMONSTRATED PARTNERSHIPS WITH VITAL COMMUNITY AGENCIES SUCH AS ACCESS (SERVING THE ARAB AMERICAN COMMUNITY AND OTHERS WITH HEALTH AND SOCIAL SERVICES AS WELL AS EMPLOYMENT PROGRAMS); SOUTHWEST SOLUTIONS (SOCIAL SERVICES AND HOUSING AGENCY); STARFISH FAMILY SERVICES (SOCIAL SERVICES); CABRINI, MAPI AND HOPE CLINICS (FREE MEDICAL CLINICS); FIRST STEP (DOMESTIC VIOLENCE AND SEXUAL ASSAULT RESPONSE AGENCY); AND WESTERN WAYNE FAMILY HEALTH CENTERS (FQHC'S). WE OFFER THESE AGENCIES PROGRAMS AND SERVICES, IN KIND OR DISCOUNTED FEES FOR LAB SERVICES, AND COLLABORATE IN VARIOUS GRANT APPLICATIONS AND COLLABORATIVE PROGRAMS. PARTNERSHIPS ARE ALSO IN PLACE FOR REGIONAL WORKFORCE DEVELOPMENT AND HEALTH INFORMATION TECHNOLOGY. OAKWOOD STAFF ASSISTS IN COMMUNITY JOB FAIRS, GIVING JOB ADVICE, REVIEWING RESUMES, AND CONDUCTING MOCK INTERVIEWS, ALONG WITH PROVIDING INTERNSHIPS FOR STUDENTS ATTENDING COLLEGES AND UNIVERSITIES.OTHER EXAMPLES INCLUDE OUR FOCUSED WORK AND COOPERATION WITH GIFT OF LIFE-MICHIGAN TO RAISE AWARENESS AND SUPPORT RECRUITMENT OF ORGAN AND TISSUE DONORS AND A WELL-DEVELOPED SPEAKER'S BUREAU THAT OFFERS VOLUNTEER OAKWOOD SPEAKERS TO TALK TO COMMUNITY AND OTHER GROUPS ABOUT A BROAD RANGE OF TOPICS. OUR ARTS FOR THE SPIRIT PROGRAM PRESENTS HEALING ART AND MUSIC PROGRAMS IN OUR HOSPITALS THAT ARE FREE AND OPEN TO THE PUBLIC. WE HAVE A STRONG TRADITION OF BEING A PART OF OUR COMMUNITY, WITH SHARED VISION OF CREATING HEALTH AND WELLNESS FOR ALL AND CONTINUE TO EXPAND THAT OUTREACH WITH EVERY PASSING YEAR.
PART VI, LINE 6: OAKWOOD HEALTHCARE SYSTEM ACTIVELY SUPPORTS THE HEALTH OF THE COMMUNITIES THROUGH SPECIFIC INITIATIVES OF EACH HOSPITAL SITE FOR THE COMMUNITIES SERVED IN ADDITION TO THE COMMUNITY OUTREACH DEPARTMENT THAT PROVIDES SERVICES AND PROGRAMS FOR THE ENTIRE SYSTEM. PROGRAMS INCLUDE CHILD AND ADOLESCENT HEALTH CENTERS IN TAYLOR, INKSTER AND WESTLAND; AN INFECTIOUS DISEASE CLINIC OFFERING CARE FOR BOTH HIV AND TB; THE CENTER FOR EXCEPTIONAL FAMILIES (SERVING CHILDREN WITH SPECIAL NEEDS); FREE COMMUNITY HEALTH SCREENINGS, A SPEAKERS BUREAU THAT PROVIDES EDUCATION AND HEALTH INFORMATION, FREE CHRONIC ILLNESS SUPPORT AND PREVENTION CLASSES AND PROGRAMS, HEALTHY COOKING AND EATING CLASSES, AND AFTERSCHOOL NUTRITION AND ACTIVITY PROGRAMS IN 17 SCHOOLS. HEALTHCARE NAVIGATORS ASSISTS COMMUNITY MEMBERS IN ENROLLING IN THE HEALTH INSURANCE MARKETPLACE AND MEDICAID.OAKWOOD HEALTHCARE SYSTEM HAS A PROACTIVE APPROACH AND PLAN TO ASSIST WITH COMMUNITY CONCERNS RELATED TO COMPREHENSIVE DISASTER PLANNING AND PROTOCOLS FOR SUPPORTING THE COMMUNITY IN A TIME OF NEED. IN ADDITION, TRAUMA PROGRAMS AT EACH HOSPITAL REACH OUT TO THEIR SURROUNDING COMMUNITIES TO REDUCE INJURIES AND POSITIVELY IMPACT THE HEALTH OF THE COMMUNITY.OAKWOOD HEALTHCARE SYSTEM PARTICIPATES IN NUMEROUS CIVIC ORGANIZATIONS. SENIOR LEADERS PROMOTE EMPLOYEE PARTICIPATION IN COMMUNITY-BASED ORGANIZATIONS THROUGH STRATEGIES SUCH AS THE CLINICAL ADVANCEMENT PROGRAM AND PARISH NURSING. CURRENT COMMUNITY SUPPORT ACTIVITIES INCLUDE: A FINANCIAL COMMITMENT TO CHARITY CARE, COMMUNITY HEALTH, THE OAKWOOD HEALTHCARE FOUNDATION, PROGRAMS CONDUCTED BY OAKWOOD HEALTHCARE SYSTEM, AND LEADERSHIP AND STAFF PARTICIPATION ON OVER 100 LOCAL, REGIONAL, AND NATIONAL BOARDS AND COMMITTEES.TO TRACK COMMUNITY SUPPORT ACTIVITIES, OAKWOOD HEALTHCARE SYSTEM MAINTAINS A COMMUNITY BENEFITS REPORTING SYSTEM THAT DELINEATES THE PROJECTS IT SUPPORTS, BOTH FROM A VOLUNTEER AND FINANCIAL STANDPOINT. CONTRIBUTIONS TO COMMUNITY HEALTH PROVIDED BY OAKWOOD HEALTHCARE SYSTEM'S COMMUNITY HEALTH DEPARTMENT ARE TRACKED THROUGH A COMPREHENSIVE DATABASE THAT RECORDS HOW MANY UNITS OF SERVICE ARE DELIVERED TO THE COMMUNITY THROUGH VARIOUS OAKWOOD HEALTHCARE SYSTEM PROGRAMS. OAKWOOD HEALTHCARE INC. IS PRIMARILY COMPRISED OF OAKWOOD HEALTHCARE SYSTEM. THE AFFILIATED HEALTHCARE SYSTEM ALSO INCLUDES THE FOLLOWING COMPANIES:OAKWOOD HEALTH PROMOTIONS, INC. - PROVIDES FOUR DIFFERENT LEVELS OF ELDER CARE: INDEPENDENT LIVING, ASSISTED LIVING, ALZHEIMER CARE, AND SKILLED NURSING CARE.OAKWOOD HOME CARE SERVICES - DELIVERS HIGH QUALITY HOME HEALTH CARE SERVICES TO THOUSANDS OF RESIDENTS THROUGHOUT SOUTHEAST MICHIGAN. IN 2014, OAKWOOD HOME CARE SERVICES PROVIDED MEDICAL CARE TO 7,069 HOME-BOUND PATIENTS, WHICH INCLUDED PROFESSIONAL PATIENT CARE VISITS IN EXCESS OF 83,000. ITS DEDICATED STAFF INCLUDES REGISTERED NURSES, PHYSICAL AND OCCUPATIONAL THERAPISTS, SPEECH PATHOLOGISTS, MEDICAL SOCIAL WORKERS, NUTRITIONISTS, AND HOME HEALTH AIDES. OAKWOOD UNITED HOSPITALS, INC. - PROVIDES HEALTH CARE FACILITIES FOR OAKWOOD HEALTHCARE, INC.OAKWOOD HEALTHCARE FOUNDATION - PROVIDES SUPPORT TO ENTITIES THAT COMPRISE OAKWOOD HEALTHCARE INC.'S HEALTH CARE SYSTEM. THE OAKWOOD HEALTHCARE FOUNDATION OPERATES EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES IN SUPPORT OF THE MISSION OF OAKWOOD HEALTHCARE SYSTEM, THE HEALTHCARE DELIVERY SYSTEM OF OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE FOUNDATION'S PURPOSE IS TO PROMOTE PHILANTHROPIC INVESTMENT OF TIME, TALENT AND TREASURE IN SUPPORT OF OAKWOOD'S NOT-FOR-PROFIT MISSION TO PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. DURING 2014, OAKWOOD HEALTHCARE FOUNDATION HAD A TOTAL OF 6,488 DONORS AND RAISED TOTAL FUNDS OF $6,981,135. OAKWOOD HEALTHCARE FOUNDATION MADE MORE THAN $4.1 MILLION IN DISBURSEMENTS IN 2014 TO SUPPORT MULTIPLE PROGRAMS AND INITIATIVES.OAKWOOD ENTERPRISES, INC. - OWNS AND MANAGES REAL ESTATE IN SOUTHEAST MICHIGAN, PRIMARILY MEDICAL OFFICE BUILDINGS. ALSO, OPERATES OAKWOOD CARE CONNECTIONS WHICH PROVIDES PRIVATE DUTY NURSING SERVICES, AND INVESTS IN VARIOUS HEALTHCARE RELATED JOINT VENTURES.MIDWEST MEDICAL CENTER - OWNS AND OPERATES SIX PHYSICIAN PRACTICE FACILITIES CONVENIENTLY LOCATED IN SOUTHEASTERN MICHIGAN. MIDWEST HAS OVER 65 PHYSICIANS SPECIALIZING IN 19 DIFFERENT SPECIALTIES. IT ALSO OWNS AND OPERATES A CAP CERTIFIED LABORATORY. IN ADDITION TO CORE PHYSICIAN SERVICES, CENTERS ALSO INCLUDE RADIOLOGY AND REHABILITATION SERVICES.OAKWOOD INFUSION SERVICES - PROVIDES HOME INFUSION SERVICES. OAKWOOD INFUSION CENTERS OFFER ROUTINE OUTPATIENT SERVICES FOR PATIENTS SEEKING TREATMENT FOR CANCER, RHEUMATOID ARTHRITIS, CROHN'S DISEASE, MULTIPLE SCLEROSIS AND OTHER DIAGNOSES PROVIDING SERVICES SUCH AS, IV MEDICATION THERAPY, CHEMOTHERAPY INFUSIONS, REFILL AND MAINTENANCE OF PORT PUMPS, ANTIBIOTIC THERAPY, INTRAMUSCULARLY AND SUBCUTANEOUS INJECTIONS, IV FLUID HYDRATION, VENOUS ACCESS DEVICE IRRIGATION, IMPLANTED VENOUS ACCESS DEVICE DECLOTTING, THERAPEUTIC PHLEBOTOMY AND BLOOD TRANSFUSION.OAKWOOD HEALTHCARE SYSTEM IS A REGIONAL HEALTH CARE NETWORK AND IS ONE OF THE MOST COMPREHENSIVE HEALTH CARE DELIVERY SYSTEMS IN SOUTHEASTERN MICHIGAN, SERVING SOUTHEAST MICHIGAN FOR MORE THAN 60 YEARS. OAKWOOD HEALTHCARE SYSTEM IS A RECOGNIZED LEADER IN CLINICAL QUALITY, SERVICE AND VALUE. OUR EMPLOYEES, PHYSICIANS AND VOLUNTEERS ARE COMMITTED TO PROVIDING EXCELLENT CLINICAL QUALITY AND WORLD-CLASS CUSTOMER SERVICE TO OUR PATIENTS AND THEIR FAMILIES.
PART VI, LINE 7, REPORTS FILED WITH STATES MI
SCHEDULE H, PART VI, OTHER COMMUNITY BENEFIT INFORMATION: THE OAKWOOD HEALTHCARE FOUNDATION PROVIDES SIGNIFICANT ASSISTANCE TO STRENGTHEN OAKWOOD'S COMMUNITY BENEFIT PROGRAMS AND SERVICES. IN ADDITION TO PROVIDING THE FUNDS FOR MANY COMMUNITY BENEFIT PROGRAMS, SUCH AS ADOLESCENT HEALTH CENTERS, THE CENTER FOR EXCEPTIONAL FAMILIES, NEEDY PATIENT PROGRAMS, ETC., IT EXPENDED OVER $800,000 IN 2014 TO COVER THE COSTS OF FUNDRAISING AND GRANT WRITING THAT IS DIRECTLY ASSOCIATED WITH COMMUNITY BENEFIT PROGRAMMING. TWO LARGE EVENTS WERE HELD IN 2014 THAT WERE SPECIFICALLY PRESENTED TO RAISE FUNDS TO OPERATE THE CENTER FOR EXCEPTIONAL FAMILIES, A MULTIDISCIPLINARY CLINIC FOR CHILDREN WITH PHYSICAL AND COGNITIVE IMPAIRMENTS. MANY OF THE SERVICES PROVIDED BY THE CENTER ARE NOT COVERED BY INSURANCE BUT ARE INTEGRAL TO CARE, WITH OTHER FINANCIAL SUPPORT RAISED FOR OPERATION OF THEIR PHYSICAL LOCATION. NUMEROUS GRANTS TO FEDERAL AND STATE FUNDING SOURCES SUCH AS HRSA AND MICHIGAN DEPARTMENT OF COMMUNITY HEALTH AND OTHER PRIVATE FUNDING SOURCES WERE PREPARED, COMPLETED AND SUBMITTED BY THE FOUNDATION ON BEHALF OF PROGRAMS SUCH AS OAKWOOD'S SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS, PREVENTION PROGRAMS, RYAN WHITE CLINIC FOR HIV CARE, THE CENTER FOR EXCEPTIONAL FAMILIES, NUTRITION EDUCATION AND OTHER PROGRAMS THAT BENEFIT OUR COMMUNITY.
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number
38-1405141
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ACCESS
2651 SAULINO CT
DEARBORN,MI48120
23-7444497 501(C)(3) 8,050 0     COMMUNITY SUPPORT
(2) DEARBORN COMMUNITY FUND
15801 MICHIGAN AVE
DEARBORN,MI48126
38-3507205 501(C)(3) 22,500 0     COMMUNITY SUPPORT
(3) EDSEL & ELEANOR FORD HOUSE
1100 LAKE SHORE RD
GROSSE POINTE SHORES,MI48236
38-2218274 501(C)(3) 15,395 0     COMMUNITY SUPPORT
(4) WAYNE STATE UNIVERSITY
1369 SCOTT HALL 540 E CANFIELD
DETROIT,MI48201
38-6028429 501(C)(3) 11,400 0     COMMUNITY SUPPORT
(5) MICHIGAN STATE UNIVERSITY
A308 EAST FEE HALL MSU COLLEGE OF
OSTEOPATHIC MED
E LANSING,MI48824
38-6005984 501(C)(3) 5,800 0     COMMUNITY SUPPORT
(6) NEW DETROIT
3011 W GRAND BLVD STE 1200
DETROIT,MI48202
38-6159215 501(C)(3) 5,000 0     COMMUNITY SUPPORT
(7) OAKLAND UNIVERSITY
3053 HUMAN HEALTH BUILDING OAKLAND
UNIVERSITY SCHOOL OF NURSING
ROCHESTER,MI48309
38-1714400 501(C)(3) 8,500 0     COMMUNITY SUPPORT
(8) OAKWOOD HEALTHCARE FOUNDATION
15500 LUNDY PKWY
DEARBORN,MI48126
38-3432073 501(C)(3) 23,138,454 0     SUPPORT THE MISSION AND OPERATION OF OAKWOOD HEALTH SYSTEM
(9) TOMORROWS CHILD
612 W LAKE LANSING RD STE 800
E LANSING,MI48823
38-3193629 501(C)(3) 10,000 0     COMMUNITY SUPPORT






2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
9
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) HELPING HANDS - NEEDY EMPLOYEE ASSISTANCE 45 71,397      
(2) EMPLOYEE SCHOLARSHIPS 108 142,864      
(3) MEDICAL RESIDENTS STIPENDS 266 14,068,370      








Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE OAKWOOD HEALTHCARE SYSTEM MAKES CONTRIBUTIONS PRIMARILY TO ORGANIZATIONS THAT HAVE BEEN RECOGNIZED BY THE IRS AS TAX-EXEMPT CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). GOVERNMENT GRANTS RECEIVED BY THE OAKWOOD HEALTHCARE SYSTEM ARE MONITORED BY THE RESPECTIVE DEPARTMENTS. OAKWOOD HEALTHCARE, INC. FOLLOWS THE GUIDELINES AND IS SUBJECT TO AN A133 AUDIT ANNUALLY UPON MEETING THE EXPENDITURE THRESHOLD. THE OAKWOOD HEALTHCARE SYSTEM AWARDS SCHOLARSHIPS ANNUALLY TO EMPLOYEES, FAMILY MEMBERS AND STUDENT VOLUNTEERS. THE EMPLOYEES APPLY AND APPLICATIONS ARE REVIEWED BY AN IMPARTIAL SELECTION COMMITTEE. THE COMMITTEE IS COMPRISED OF REPRESENTATIVES FROM HUMAN RESOURCES, NURSING/ALLIED HEALTH, VOLUNTEER SERVICES, FINANCE AND THE FOUNDATION. APPLICANTS ARE SCORED USING SEVERAL KEY CRITERIA, THEN RANKED ACCORDINGLY. THE OAKWOOD HEALTHCARE SYSTEM ALSO PROVIDES GRANTS TO EMPLOYEES IN THEIR GREATEST TIME OF NEED AS A RESULT OF PERSONAL CRISIS OR CATASTROPHIC EVENT THROUGH THE HELPING HANDS FUND. THE HELPING HANDS FUND IS ADMINISTERED THROUGH HUMAN RESOURCES AND A COMMITTEE HAS BEEN ESTABLISHED TO REVIEW REQUESTS AND MAKE RECOMMENDATIONS. ELIGIBILITY CRITERIA HAS BEEN ESTABLISHED WITH A MAXIMUM PAYMENT. IN CONJUNCTION WITH THE ORGANIZATION'S GRADUATE MEDICAL EDUCATION PROGRAM SUMMARIZED IN PROGRAM SERVICE ACCOMPLISHMENTS, OAKWOOD HEALTHCARE, INC. PAID MEDICAL RESIDENT STIPENDS IN THE AMOUNT OF $14,068,370 DURING 2014. OAKWOOD HEALTHCARE SYSTEM MONITORS USE OF GRANT FUNDS THROUGH ITS PAYROLL AND HUMAN RESOURCES DEPARTMENTS AS THESE GRANTS ARE GENERALLY MADE IN CONNECTION WITH THE EMPLOYEE'S COMPENSATION.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
Yes
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1CONNOLLY BRIANPRESIDENT & CEO (i)
(ii)
814,963
...............................
0
1,088,878
...............................
0
606,918
...............................
0
567,248
...............................
0
54,733
...............................
0
3,132,740
...............................
0
349,051
...............................
0
2HENOCH MALCOLM MDSVP & CMO (i)
(ii)
397,352
...............................
0
226,528
...............................
0
29,089
...............................
0
146,491
...............................
0
18,708
...............................
0
818,168
...............................
0
100,654
...............................
0
3LLOYD SETHSECRETARY, SVP & GENERAL COUNSEL (i)
(ii)
277,359
...............................
0
83,672
...............................
0
39,321
...............................
0
3,799
...............................
0
11,060
...............................
0
415,211
...............................
0
0
...............................
0
4KEUTEN JOHNEVP & CFO (i)
(ii)
405,812
...............................
0
230,190
...............................
0
74,580
...............................
0
138,303
...............................
0
20,812
...............................
0
869,697
...............................
0
97,444
...............................
0
5CAMPBELL DAVIDEVP OPS. SYS. STRAT. & GROWTH (i)
(ii)
444,851
...............................
0
177,528
...............................
0
57,212
...............................
0
172,821
...............................
0
21,698
...............................
0
874,110
...............................
0
0
...............................
0
6CONWAY PAULSVP HUMAN RESOURCES (i)
(ii)
229,435
...............................
0
133,659
...............................
0
53,101
...............................
0
91,674
...............................
0
24,410
...............................
0
532,279
...............................
0
66,334
...............................
0
7D'AGOSTINO MAUREENSVP ORGANIZ. EXCELLENCE (i)
(ii)
201,078
...............................
0
93,743
...............................
0
19,116
...............................
0
74,932
...............................
0
30,872
...............................
0
419,741
...............................
0
43,018
...............................
0
8GEHEB MICHAEL MDEVP PHYS. PLAN & OPS. (i)
(ii)
400,351
...............................
0
253,553
...............................
0
72,840
...............................
0
163,208
...............................
0
22,550
...............................
0
912,502
...............................
0
123,513
...............................
0
9HUGHES EDITHSITE PRESIDENT (i)
(ii)
243,891
...............................
0
43,719
...............................
0
45,727
...............................
0
31,058
...............................
0
21,248
...............................
0
385,643
...............................
0
0
...............................
0
10ISENSTEIN BILLSVP MANAGED CARE (i)
(ii)
286,074
...............................
0
144,942
...............................
0
45,212
...............................
0
21,289
...............................
0
24,155
...............................
0
521,672
...............................
0
0
...............................
0
11MEDVEC BARBARASVP, CHIEF NURSING OFFICER (i)
(ii)
206,580
...............................
0
128,490
...............................
0
59,969
...............................
0
100,282
...............................
0
4,717
...............................
0
500,038
...............................
0
67,422
...............................
0
12ODOM LEE ANNSITE PRESIDENT (i)
(ii)
213,728
...............................
0
39,416
...............................
0
29,740
...............................
0
28,686
...............................
0
6,121
...............................
0
317,691
...............................
0
0
...............................
0
13O'MALLEY CARLAEXECUTIVE DIRECTOR FOUNDATION (i)
(ii)
191,066
...............................
0
109,322
...............................
0
63,143
...............................
0
114,772
...............................
0
21,810
...............................
0
500,113
...............................
0
51,513
...............................
0
14SMITH KELLYSVP & SITE PRESIDENT (i)
(ii)
337,935
...............................
0
42,759
...............................
0
50,626
...............................
0
152,096
...............................
0
4,547
...............................
0
587,963
...............................
0
0
...............................
0
15SMITH PAULASVP & CHIEF INFORMATION OFFICER (i)
(ii)
215,856
...............................
0
137,826
...............................
0
54,762
...............................
0
129,461
...............................
0
23,918
...............................
0
561,823
...............................
0
72,501
...............................
0
16WELDAY DOUGLASEVP THRU 3/14 (i)
(ii)
68,107
...............................
0
276,092
...............................
0
454,855
...............................
0
388,123
...............................
0
3,255
...............................
0
1,190,432
...............................
0
141,389
...............................
0
17WIDNER ERICSITE PRESIDENT (i)
(ii)
231,258
...............................
0
34,233
...............................
0
31,508
...............................
0
23,537
...............................
0
23,370
...............................
0
343,906
...............................
0
0
...............................
0
18ZATINA MARYSVP GOVERNMENT RELATIONS (i)
(ii)
178,346
...............................
0
116,241
...............................
0
60,992
...............................
0
83,776
...............................
0
23,125
...............................
0
462,480
...............................
0
61,440
...............................
0
19AZRAK MUHAMMADSTAFF PHYSICIAN (i)
(ii)
664,528
...............................
0
0
...............................
0
32,640
...............................
0
5,690
...............................
0
25,254
...............................
0
728,112
...............................
0
0
...............................
0
20DABBOUS SAMIRSTAFF PHYSICIAN (i)
(ii)
1,323,057
...............................
0
0
...............................
0
21,927
...............................
0
0
...............................
0
15,028
...............................
0
1,360,012
...............................
0
0
...............................
0
21JUNN FREDRICK SONG CHUNSTAFF PHYSICIAN (i)
(ii)
966,049
...............................
0
287,811
...............................
0
68,660
...............................
0
22,747
...............................
0
21,740
...............................
0
1,367,007
...............................
0
0
...............................
0
22PANNU TEJPAUL SINGHSTAFF PHYSICIAN (i)
(ii)
747,390
...............................
0
0
...............................
0
28,255
...............................
0
22,637
...............................
0
24,250
...............................
0
822,532
...............................
0
0
...............................
0
23SPRAGUE KEVIN JOSEPHSTAFF PHYSICIAN (i)
(ii)
193,999
...............................
0
601,924
...............................
0
43,826
...............................
0
20,423
...............................
0
1,586
...............................
0
861,758
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A OAKWOOD HEALTHCARE, INC. HAS A FORMAL EXPENSE REIMBURSEMENT POLICY, WHICH APPLIES TO ALL TYPES OF REIMBURSEMENT. OAKWOOD HEALTHCARE, INC. DOES NOT HAVE A SPECIFIC POLICY REGARDING THE PROVISION OF TAX GROSS-UP PAYMENTS. HOWEVER, CERTAIN CORPORATE POLICIES (E.G. "EMPLOYEE RECOGNITION AWARDS") PROVIDE FOR TAX GROSS-UP PAYMENTS. ALSO, EXECUTIVE EMPLOYMENT AGREEMENTS PROVIDE FOR TAX GROSS-UP PAYMENTS AND DISCRETIONARY CHARITABLE SPENDING ACCOUNTS IN LIMITED INSTANCES. THE ORGANIZATION'S PAYROLL DEPARTMENT DETERMINED TAX GROSS-UP PAYMENTS WERE APPROPRIATE IN LIMITED INSTANCES WHERE AN INDIVIDUAL DID NOT HAVE A NET PAYMENT DUE TO THEM (E.G. TAXABLE VALUE OF GUEST TRAVEL) IN THE TAX YEAR AND THE FINANCIAL IMPACT WAS MINOR. THE FOLLOWING BENEFITS WERE PROVIDED TO CERTAIN OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN FORM 990, PART VII: TRAVEL FOR COMPANIONS, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, DISCRETIONARY SPENDING, AND HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES. TRAVEL FOR COMPANIONS - DURING 2014, 3 OFFICERS, 2 TRUSTEES, AND 10 KEY EMPLOYEES RECEIVED PAYMENTS FOR COMPANION TRAVEL. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE ONLY PAID TO INDIVIDUALS IN LIMITED CIRCUMSTANCES, AND MUST BE APPROVED IN ACCORDANCE WITH OAKWOOD HEALTHCARE, INC. POLICIES GOVERNING THESE TYPES OF PAYMENTS. AT LEAST ANNUALLY, THE EXPENSES INCURRED BY ALL EMPLOYEES ARE REVIEWED TO ENSURE APPROPRIATE TAXATION AND REPORTING. DURING 2014, 5 KEY EMPLOYEES RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. DISCRETIONARY SPENDING ACCOUNT - DURING 2014, 1 OFFICER AND 2 KEY EMPLOYEES RECEIVED PAYMENTS FOR DISCRETIONARY SPENDING. HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES - DURING 2014, 2 OFFICERS, 1 TRUSTEE, AND 5 KEY EMPLOYEES RECEIVED PAYMENTS FOR HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES. ALL PAYMENTS FOR THE ABOVE BENEFITS WERE TREATED AS TAXABLE TO ALL PERSONS RECEIVING SUCH BENEFITS.
PART I, LINE 4A: FOR SOME INDIVIDUALS, THE EMPLOYMENT AGREEMENT MAY PROVIDE THAT IF THE EMPLOYER TERMINATES THE AGREEMENT AND THE PARTIES SEPARATE OTHER THAN FOR CAUSE, THE EMPLOYEE MAY BE ENTITLED TO SEVERANCE PAY. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENTS REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM THE COMPANY. SEVERANCE PAYMENTS MADE BY OAKWOOD HEALTHCARE, INC. DURING 2014 INCLUDE PAYMENTS TO THE FOLLOWING: DOUGLAS WELDAY, EVP - $383,981.
PART I, LINE 4B: OAKWOOD HEALTHCARE, INC. HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THAT IS LIMITED TO THE FOLLOWING PARTICIPANT: BRIAN CONNOLLY, PRESIDENT AND CEO. DURING 2014, MR. CONNOLLY RECEIVED A PAYMENT OF $521,387 PURSUANT TO THE PLAN PROVISIONS.
PART I, LINE 5A: OAKWOOD HEALTHCARE, INC. HAS SHORT-TERM AND LONG-TERM INCENTIVE PLANS FOR EXECUTIVES. INCENTIVE AWARDS ARE CALCULATED BASED ON THE ACHIEVEMENT OF MULTIPLE TARGETS, INCLUDING THE ATTAINMENT OF OPERATING REVENUE TARGETS.
PART I, LINE 5B: OAKWOOD HEALTHCARE, INC.'S OPERATING REVENUE TARGETS, USED FOR PURPOSES OF DETERMINING SHORT-TERM AND LONG-TERM INCENTIVE AWARDS FOR EXECUTIVES, INCLUDE THE REVENUES OF OAKWOOD HEALTHCARE, INC. AND ITS AFFILIATE ORGANIZATIONS.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number
38-1405141
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MICHIGAN STATE HOSPITAL FINANCE AUTHORITY
 
38-2889417 59465HGA8 04-24-2007 110,209,925 FIN. HOSPITAL/PARTIAL REF OF BONDS ISSUED 1/27/1994 AND 6/6/1995   X   X   X
B MICHIGAN FINANCE AUTHORITY
 
80-0596186 59447PLJ8 05-01-2012 161,691,656 FIN. HOSP/PARTIAL REF OF BONDS ISSUED 4/7/1998, 12/10/2002, & 11/13/2003   X   X   X
C MICHIGAN FINANCE AUTHORITY
 
80-0596186 59447PUT6 04-25-2013 53,999,789 REFUNDING OF BONDS ISSUED 4/7/1998   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 25,725,000 7,635,000    
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 110,640,578 161,691,855 53,999,789  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 8,262,943 49 3  
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 901,276 1,687,398 667,921  
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 25,436,310 25,289,969    
11 Other spent proceeds . . . . . . . . . . . . . . 76,601,313 134,714,488 53,331,869  
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2008 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X      
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X X     X    
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X        
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X          
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X          
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 %    
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 %    
7 Does the bond issue meet the private security or payment test? . . . . .   X   X        
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
  X   X        
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X    
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X   X      
b Exception to rebate? . . . . . . . .   X   X   X    
c No rebate due? . . . . . . . . X     X   X    
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X   X   X    
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X    
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X    
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X   X   X    
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MICHIGAN STATE HOSPITAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/19/2012
PART II, LINE 4: THE AMOUNTS SHOWN HERE CONSIST OF AMOUNTS IN BOTH DEBT SERVICE RESERVE FUNDS AND DEBT SERVICE FUND DEPOSITS. FOR COLUMNS A, B, AND C RESPECTIVELY, THE AMOUNTS IN DEBT SERVICE RESERVE FUNDS ARE $8,076,519; ZERO; AND ZERO. THE AMOUNTS OF DEBT SERVICE FUND DEPOSITS ARE $186,424; $49; AND $3 RESPECTIVELY.
FORM 990, SCHEDULE K, PART III: DIFFERENCES BETWEEN THE ISSUE PRICE (PART I, COLUMN (E)) AND TOTAL PROCEEDS OF ISSUE (PART II, LINE 3 (B)) ARE DUE TO INVESTMENT EARNINGS.
PART IV, LINE 6, COLUMN B: THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE REFUNDING ESCROW FINANCED WITH PROCEEDS OF THE BONDS.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) SEE PART V SEE PART V 85,595 SEE PART V   No
(2) SEE PART V SEE PART V 24,525 SEE PART V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: MICHELE RUPPAL(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MICHELE RUPPAL IS A FAMILY MEMBER OF BARBARA MEDVEC (KEY EMPLOYEE).(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: SURENDRA KUMAR, M.D.(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SURENDRA KUMAR, M.D. IS A FAMILY MEMBER OF NEELAM KUMAR, M.D.(TRUSTEE).(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 3 OAKWOOD HEALTHCARE, INC. HAS OUTSOURCED THE MANAGEMENT DUTIES OF DIETARY SERVICES, CLINICAL ENGINEERING, FACILITY SERVICES, ENVIRONMENTAL SERVICES, LAUNDRY SERVICES AND NON-CLINICAL SERVICES WITHIN THE COMPANY'S PHYSICIAN PRACTICE DIVISION. ALL COMPANIES ENGAGED TO PROVIDE MANAGERIAL SERVICES FOR THE ORGANIZATION REPORT DIRECTLY TO SITE ADMINISTRATORS AND/OR CORPORATE DIRECTORS EMPLOYED BY OAKWOOD HEALTHCARE, INC.
FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE SEPTEMBER 1, 2014, WILLIAM BEAUMONT HOSPITAL ("WBH"), OAKWOOD HEALTHCARE, INC. ("OAKWOOD"), AND ZIEGER HEALTHCARE CORPORATION, THE SOLE MEMBER OF BOTSFORD GENERAL HOSPITAL ("BOTSFORD"), CONSUMMATED THEIR AFFILIATION PURSUANT TO WHICH BEAUMONT HEALTH, A MICHIGAN NONPROFIT CORPORATION, WAS CREATED. AS PART OF THE AFFILIATION AGREEMENT, BEAUMONT HEALTH BECAME THE SOLE CORPORATE MEMBER OF WBH, OAKWOOD, AND BOTSFORD AND COMBINED THE OPERATIONS OF WBH, OAKWOOD, AND BOTSFORD, AND THEIR SUBSIDIARIES AND AFFILIATES, UNDER A NEW SYSTEM REFERRED TO AS BEAUMONT HEALTH. THE ARTICLES AND BYLAWS OF OAKWOOD HEALTHCARE, INC. PROVIDE BEAUMONT HEALTH, THE SOLE CORPORATE MEMBER, WITH RESERVED POWERS TO TAKE SPECIFIC ACTIONS WITH RESPECT TO OAKWOOD HEALTHCARE, INC.
FORM 990, PART VI, SECTION A, LINE 6 BEAUMONT HEALTH IS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE, INC.
FORM 990, PART VI, SECTION A, LINE 7A BEAUMONT HEALTH IS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE, INC., WITH RIGHT TO ELECT ONE OR MORE MEMBERS OF OAKWOOD HEALTHCARE, INC.'S GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B BEAUMONT HEALTH, AS THE CORPORATE MEMBER OF OAKWOOD HEALTHCARE, INC., HAS RESERVED POWERS OVER OAKWOOD HEALTHCARE INC.'S OPERATIONS, INCLUDING BUT NOT LIMITED TO BUDGET, ACQUISITIONS, CAPITAL PROJECTS AND PARTICIPATION IN JOINT VENTURES.
FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S PROCESS FOR PREPARATION AND REVIEW OF FORM 990 INCLUDES PREPARATION BY AN OUTSIDE ACCOUNTING FIRM AND REVIEW BY LEADERSHIP WITHIN THE FINANCE DEPARTMENT. ADDITIONALLY, THE FORM 990 WAS REVIEWED AT A REGULARLY SCHEDULED MEETING OF THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C OAKWOOD HEALTHCARE, INC. ANNUALLY REQUIRES ITS BOARD MEMBERS, EXECUTIVE LEADERSHIP (INCLUDING OFFICERS AND KEY EMPLOYEES) AND CERTAIN INDEPENDENT CONTRACTORS TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. CONFLICTS EDUCATION IS PROVIDED ANNUALLY TO BOARD MEMBERS AND OTHER PERSONS WHO ATTEND THE BOARD MEETING WHERE SUCH EDUCATION IS PROVIDED. BOARD MEMBERS, EXECUTIVE LEADERS AND KEY INDEPENDENT CONTRACTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS BY COMPLETING A WRITTEN QUESTIONNAIRE. OAKWOOD HEALTHCARE, INC.'S DIRECTOR OF BOARD RELATIONS IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH THE DISCLOSURE PROCESS AND ANY POTENTIAL CONFLICT IS CLEARED BY THE DIRECTOR OF BOARD RELATIONS PURSUANT TO THE CONFLICT OF INTEREST POLICY. FAILURE TO COMPLY WITH THE REQUEST FOR DISCLOSURE COULD RESULT IN REMOVAL FROM THE BOARD. ANNUAL CONFLICT DISCLOSURE STATEMENTS, INCLUDING RESPONSES REQUIRED FOR FORM 990 DISCLOSURE PURPOSES, ARE REVIEWED BY THE OAKWOOD HEALTHCARE, INC. BUSINESS PRACTICES OFFICER (COMPLIANCE OFFICER), THE DIRECTOR OF BOARD RELATIONS, THE SR VP OF ORGANIZATIONAL EXCELLENCE, ACCREDITATION & COMPLIANCE, THE PRESIDENT & CEO, THE BOARD CHAIRPERSONS AND GENERAL COUNSEL. PERSONS REVIEWING THE DISCLOSURES ADDRESS ANY QUESTIONS TO THE RESPONDENT TO ENSURE COMPLETENESS OF RESPONSE. BOARD MEMBERS, EXECUTIVES, OTHER EMPLOYEES AND PARTIES INVOLVED IN TRANSACTIONS WITH THE REPORTING ORGANIZATION ARE REQUIRED TO DECLARE POTENTIAL CONFLICTS VIA THE WRITTEN RESPONSE. IF A POTENTIAL CONFLICT ARISES AFTER SUBMISSION OF THE WRITTEN RESPONSE, THE PARTY MUST AFFIRMATIVELY DISCLOSE SUCH POTENTIAL AS OUTLINED IN THE CONFLICTS STATEMENT. THIS POLICY IS OUTLINED IN THE COVER LETTER THAT IS SENT WITH THE REQUEST FOR WRITTEN RESPONSE TO THE CONFLICT OF INTEREST POLICY. THE RECIPIENT IS DIRECTED TO REPORT A CONFLICT THAT ARISES AT ANY TIME IMMEDIATELY TO THE PRESIDENT AND CEO OR DIRECTOR OF BOARD RELATIONS. IN THE EVENT A POTENTIAL CONFLICT IS RAISED IN THE WRITTEN RESPONSE AND THE INDIVIDUAL HAS NOT PREVIOUSLY RAISED THE POTENTIAL CONFLICT WITH APPROPRIATE PERSONS, THE POTENTIAL CONFLICT WILL BE RAISED EITHER BY THE BOARD CHAIR, GENERAL COUNSEL, THE DIRECTOR OF BOARD RELATIONS OR ANY OTHER MEMBER OR MEETING PARTICIPANT. IN THE EVENT IT IS DETERMINED THAT A CONFLICT IN FACT EXISTS, THE CONFLICTED PARTY IS RESTRICTED TO COMMUNICATING FACTUAL INFORMATION REGARDING THE TRANSACTION OR DECISION AND IS NOT PERMITTED TO PARTICIPATE IN BOARD DELIBERATIONS OR VOTING ON THAT MATTER. POTENTIAL AND ACTUAL CONFLICTS THAT ARE REPORTED AS PART OF THE ANNUAL WRITTEN STATEMENT OR OTHERWISE BROUGHT TO THE BOARD'S ATTENTION ARE RECORDED IN THE BOARD MINUTES, ALONG WITH THE BOARD'S ACTION TAKEN IN RESPONSE TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15 OAKWOOD HEALTHCARE, INC., AS THE EMPLOYER, DETERMINES OR APPROVES THE COMPENSATION OF ALL OFFICERS, TRUSTEES, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES. ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT IS ENGAGED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND EVALUATES THE COMPENSATION PACKAGES OF THE PRESIDENT, CEO AND OTHER SENIOR EXECUTIVES. THE CONSULTANT REVIEWS THE COMPETITIVENESS OF THESE EXECUTIVES' COMPENSATION RELATIVE TO MARKET COMPENSATION LEVELS AND ENSURES THAT SHORT- AND LONG-TERM INCENTIVE PLAN PAYMENTS ARE COMMENSURATE WITH ACTUAL BUSINESS PERFORMANCE. IN ITS ANNUAL REVIEWS, THE CONSULTANT UTILIZES MULTIPLE PUBLISHED COMPENSATION SURVEYS TO COMPARE THE BASE SALARY LEVELS AND SHORT- AND LONG-TERM INCENTIVE AWARD OPPORTUNITIES OF THE PRESIDENT AND CEO AND OTHER SENIOR EXECUTIVES RELATIVE TO COMPARABLE EXECUTIVE POSITIONS AT OTHER HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY WITH APPROXIMATELY $1.0B IN ANNUAL NET REVENUE. THE ANNUAL REVIEW MEETS THE REQUIREMENTS FOR OBTAINING AN INDEPENDENT COMPENSATION STUDY FOR PURPOSES OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR EXECUTIVE COMPENSATION. IN GATHERING RELEVANT MARKET COMPENSATION DATA FOR ITS EVALUATION, THE CONSULTANT FOLLOWS ITS STANDARD AND GENERALLY ACCEPTED METHODOLOGY FOR STUDIES OF EXECUTIVE COMPENSATION IN TAX EXEMPT ORGANIZATIONS, INCLUDING THE FOLLOWING STEPS: A) RESEARCHING THE FACTS AND CIRCUMSTANCES SPECIFIC TO OAKWOOD HEALTHCARE, INC. AND SUBSIDIARIES (I.E., ORGANIZATIONAL STRUCTURE, BUSINESS GOALS, FINANCIAL PERFORMANCE, AND OTHER RELEVANT FACTORS ABOUT THE ORGANIZATION); B) UNDERSTANDING THE DUTIES AND SCOPE OF RESPONSIBILITIES OF THE EXECUTIVE POSITIONS IN ORDER TO MATCH THE POSITIONS TO SIMILAR POSITIONS USING RELEVANT SURVEY SOURCES; AND C) ANALYZING MARKET DATA TO DERIVE AN ASSESSMENT OF THE COMPETITIVE RANGE OF MARKET PRACTICE FOR TOTAL COMPENSATION FOR EACH EXECUTIVE POSITION. FOLLOWING THE COMPLETION OF ITS ANNUAL COMPENSATION EVALUATIONS, THE CONSULTANT CONSULTS WITH THE PRESIDENT AND CEO REGARDING THE COMPENSATION OF OTHER SENIOR EXECUTIVES. SIMILARLY, THE CONSULTANT CONSULTS DIRECTLY WITH OAKWOOD HEALTHCARE, INC.'S EXECUTIVE COMMITTEE OF THE BOARD TO DEVELOP RECOMMENDATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND CEO, ABSENT THE PRESENCE OF THE PRESIDENT AND CEO FOR THESE DISCUSSIONS. IN SUMMARY, OAKWOOD HEALTHCARE, INC. AND THE CONSULTANT FOLLOWS THESE GUIDELINES IN REVIEWING AND FINALIZING THE PAY OF SENIOR EXECUTIVES: A) THE COMPENSATION ARRANGEMENTS ARE APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD EXECUTIVE COMMITTEE; B) THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY (I.E., COMPENSATION PAID BY SIMILARLY-SITUATED ORGANIZATIONS FOR POSITIONS WITH SIMILAR SCOPES OF RESPONSIBILITY); AND C) THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS (I.E., THE RECORDS INCLUDE THE ELEMENTS OF COMPENSATION CONSIDERED, THE DECISIONS MADE, AND THE RATIONALE FOR THE DECISIONS).
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 6,622,582. MANAGEMENT AND GENERAL EXPENSES 317,930. TOTAL EXPENSES 6,940,512. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 21,013,777. TOTAL EXPENSES 21,013,777. OTHER PURCHASED SVCS & REAL ESTATE COMM: PROGRAM SERVICE EXPENSES 52,085,240. MANAGEMENT AND GENERAL EXPENSES 32,900,285. TOTAL EXPENSES 84,985,525. INTRAOPERATIVE MONITORING SVCS: PROGRAM SERVICE EXPENSES 313,483. TOTAL EXPENSES 313,483. CONTRACTED MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 451,256. MANAGEMENT AND GENERAL EXPENSES 4,042,008. TOTAL EXPENSES 4,493,264. LANGUAGE SERVICES: PROGRAM SERVICE EXPENSES 229,214. MANAGEMENT AND GENERAL EXPENSES 16,443. TOTAL EXPENSES 245,657.
FORM 990, PART XI, LINE 9: PENSION & POST RETIREMENT LIAB ADJ. -46,686,864. WRITE-OFF OF INTERCOMPANY TRANSFERS 12,444.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
OAKWOOD HEALTHCARE INC
 
Employer identification number

38-1405141
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) MICHIGAN BONE & JOINT-OAKWOOD SOUTHSHORE MEDICAL CENTER PLLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3582590
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(2) MIDWEST SURGERY CENTER
1 PARKLANE BLVD SUITE 1000E
DEARBORN,MI48126
45-3771730
AMBULATORY MEDICAL SERVICES MI -2,099,759 982,512 OAKWOOD HEALTHCARE INC
 
(3) NEUROSOURCE LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3532220
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(4) OAKLANE MEDICAL SUITES INC
17000 HUBBARD DRIVE SUITE 800
DEARBORN,MI48126
38-2995065
REAL ESTATE-MEDICAL FACILITY MI 14,180 0 OAKWOOD HEALTHCARE INC
 
(5) OAKWOOD MEDICAL PRACTICES PLLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
32-0072212
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(6) OAKWOOD GROUP VIII LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
30-0326803
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(7) OAKWOOD GROUP VII LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
30-0326800
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(8) OAKWOOD HEALTHCARE GROUP III LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3513234
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(9) OAKWOOD YOUTH PROGRAMS LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3532225
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(10) OAKWOOD GROUP IX LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3593302
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(11) OAKWOOD AMBULATORY LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3593303
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(12) OAKWOOD TEEN CENTERS LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3513233
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(13) OAKWOOD PROFESSIONAL BILLING LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3532227
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(14) OAKWOOD HEALTHCARE GROUP I LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
38-3513232
AMBULATORY MEDICAL SERVICES MI 0 0 OAKWOOD HEALTHCARE INC
 
(15) OAKWOOD INFUSION SERVICES LLC
15500 LUNDY PARKWAY
DEARBORN,MI48126
31-1552387
HOME INFUSION SERVICES MI 146,100 2,548,594 OAKWOOD HEALTHCARE INC
 
(16) OAKWOOD SOUTHSHORE SURGERY CENTER
15500 LUNDY PARKWAY
DEARBORN,MI48126
14-1839341
OUTPATIENT SURGERY CENTER MI 0 0 OAKWOOD HEALTHCARE INC
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) BEAUMONT HEALTH
16500 WEST TWELVE MILE ROAD

SOUTHFIELD,MI48076
46-5718220
PARENT COMPANY OF THE HEALTH SYTEM MI 501(C)(3) 11C, III-FI N/A
 
No
(2) BEAUMONT MEDICAL TRANSPORTATION SERVICE
950 W MAPLE SUITE C

TROY,MI48084
26-0203703
MEDICAL TRANSPORTATION SERVICES MI 501(C)(3) 9 WILLIAM BEAUMONT HOSPITAL
 
Yes
 
(3) BOTSFORD CONTINUING CARE CORPORATION
28050 GRAND RIVER AVENUE

FARMINGTON HILLS,MI48336
38-2549505
LONG TERM NURSING CARE MI 501(C)(3) 9 BOTSFORD GENERAL HOSPITAL
 
Yes
 
(4) BOTSFORD GENERAL HOSPITAL
28050 GRAND RIVER AVENUE

FARMINGTON HILLS,MI48336
38-1426919
HOSPITAL MI 501(C)(3) 3 BEAUMONT HEALTH
 
Yes
 
(5) COMMUNITY EMERGENCY MEDICAL SERVICE INC
25400 W EIGHT MILE ROAD

SOUTHFIELD,MI48033
38-2410823
EMERGENCY MEDICAL SERVICES MI 501(C)(3) 9 BOTSFORD GENERAL HOSPITAL
 
Yes
 
(6) HEALTHLINK MEDICAL TRANSPORTATION SERVICES INC
26150 NORTHLINE ROAD

TAYLOR,MI48180
38-3338298
MEDICAL TRANSPORTATION SERVICES MI 501(C)(3) 9 COMMUNITY EMERGENCY MEDICAL SERVICE INC
 
Yes
 
(7) MICHIGAN MOBILE PET IMAGING
15500 LUNDY PARKWAY

DEARBORN,MI48126
33-1086165
MOBILE PET SCANNING MI 501(C)(3) 11A, I OAKWOOD HEALTHCARE INC
 
Yes
 
(8) OAKWOOD UNITED HOSPITALS INC
15500 LUNDY PARKWAY

DEARBORN,MI48126
38-2837961
FACILITY LEASING MI 501(C)(3) 11A, I OAKWOOD HEALTHCARE INC
 
Yes
 
(9) OAKWOOD HOME CARE SERVICES
1633 FAIRLANE CIRCLE NO 100

ALLEN PARK,MI48101
38-2877338
HOME HEALTH SERVICES MI 501(C)(3) 9 OAKWOOD HEALTHCARE INC
 
Yes
 
(10) OAKWOOD HEALTH PROMOTIONS INC
16351 ROTUNDA DRIVE

DEARBORN,MI48120
38-2601965
ASSISTED AND RESIDENT CARE FACILITIES MI 501(C)(3) 9 OAKWOOD HEALTHCARE INC
 
Yes
 
(11) OAKWOOD HEALTHCARE FOUNDATION
15500 LUNDY PARKWAY

DEARBORN,MI48126
38-3432073
FOUNDATION MI 501(C)(3) 11A, I OAKWOOD HEALTHCARE INC
 
Yes
 
(12) WILLIAM BEAUMONT HOSPITAL
16500 WEST TWELVE MILE ROAD

SOUTHFIELD,MI48076
38-1459362
HOSPITAL MI 501(C)(3) 3 BEAUMONT HEALTH
 
Yes
 
(13) ZIEGER HEALTH CARE CORPORATION
28050 GRAND RIVER AVENUE

FARMINGTON HILLS,MI48336
38-2500428
CENTRALIZED GOVERNANCE AND MANAGEMENT MI 501(C)(3) 9 N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) BEAUMONT KIDNEY SPECIALTY SERVICES LLC

26400 WEST TWELVE MILE ROAD
SOUTHFIELD,MI48034
26-2200439
DIALYSIS SERVICES MI WILLIAM BEAUMONT HOSPITAL
 
RELATED 150,402 -865,595   No     No 55.900 %
(2) BOTSFORD CARE PARTNERS LLC

28050 GRAND RIVER AVENUE
FARMINGTON HILLS,MI48336
45-4854213
HEALTHCARE SERVICES MI BOTSFORD GENERAL HOSPITAL
 
RELATED -6,964 16,734 Yes       No 50.000 %
(3) DEARBORN SCHAEFFER OFFICE COMPANY LLC

ONE TOWNE SQUARE SUITE 1600
SOUTHFIELD,MI48076
26-2448025
REAL ESTATE MI OAKWOOD HEALTHCARE INC
 
RELATED 745,789 38,452,952   No -229,920   No 99.000 %
(4) OAKMED LLC

1938 WOODSLEE DRIVE
TROY,MI48083
46-1459737
PRIVATE DUTY NURSING MI OAKWOOD HEALTHCARE INC
 
RELATED 72,162 425,926   No     No 60.000 %






Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BEAUMONT INDEMNITY COMPANY LTD

23 LIME TREE BAY AVENUE
GRAND CAYMAN,GRAND CAYMAN  
CJ
98-0512415
PREMIUM DEPOSITS CJ WILLIAM BEAUMONT HOSPITAL
 
C   59,512,532 100.000 % Yes  
(2) BEAUMONT NURSING HOME SERVICES INC

16500 WEST TWELVE MILE ROAD
SOUTHFIELD,MI48076
38-2799842
ASSISTED CARE LIVING MI WILLIAM BEAUMONT HOSPITAL
 
C 5,185,242 7,090,558 100.000 % Yes  
(3) BEAUMONT PHYSICIANS INSURANCE COMPANY INC

16500 WEST TWELVE MILE ROAD
SOUTHFIELD,MI48076
27-4261262
PROFESSIONAL INSURANCE MI WILLIAM BEAUMONT HOSPITAL
 
C 52,236 3,380,921 100.000 % Yes  
(4) BOTSFORD COMMONS PROPERTY ASSOCIATION

28050 GRAND RIVER AVENUE
FARMINGTON HILLS,MI48336
38-3203663
PROPERTY MANAGEMENT MI BOTSFORD CONTINUING CARE CORPORATION
 
C   81,428 100.000 % Yes  
(5) CAPITAL RISK SOLUTIONS

PO BOX 1109GT STRATHVALE HOUSE
GEORGETOWN,GRAND CAYMAN  
CJ
38-1426919
CAPTIVE INSURANCE (CELL) CJ BOTSFORD GENERAL HOSPITAL
 
C 144,138 5,816,495 100.000 % Yes  
(6) OAKWOOD AFFILIATED VENTURES INC AND SUBSIDIARIES

15500 LUNDY PARKWAY
DEARBORN,MI48126
37-1753159
OFFICE OF PHYSICIANS/NON-RESIDENTIAL RENTAL MI OAKWOOD HEALTHCARE INC
 
C -4,090,639 37,613,630 100.000 % Yes  
(7) OAKWOOD ASSURANCE COMPANY LTD

BARCLAYS HOUSE 3RD FLOOR SHEDDEN
GEORGETOWN,GRAND CAYMAN  
CJ
98-0128325
REINSURANCE CJ OAKWOOD HEALTHCARE INC
 
C   48,695,841 100.000 % Yes  
(8) PARASTAR EMERGENCY SYSTEMS INC

25250 W EIGHT MILE ROAD
SOUTHFIELD,MI48034
38-2755982
MANAGEMENT AND DISPATCH SERVICES MI COMMUNITY EMERGENCY MEDICAL SERVICE INC
 
C -2,032,627 4,791,931 100.000 % Yes  
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) OAKWOOD HEALTHCARE FOUNDATION

C 3,987,703 FMV
(2) OAKWOOD HEALTHCARE FOUNDATION

B 23,138,454 FMV
(3) OAKWOOD HEALTH PROMOTIONS INC

Q 7,118,828 FMV
(4) OAKWOOD HEALTH PROMOTIONS INC

K 155,764 FMV
(5) OAKWOOD HOME CARE SERVICES

Q 3,364,242 FMV
(6) OAKWOOD HOME CARE SERVICES

K 66,716 FMV
(7) OAKWOOD ENTERPRISES INC

Q 4,131,353 FMV
(8) OAKWOOD ENTERPRISES INC

K 3,445,904 FMV
(9) OAKWOOD ASSURANCE COMPANY LTD

R 3,842,267 FMV
(10) OAKWOOD ENTERPRISES INC

S 3,818,076 FMV
(11) OAKWOOD UNITED HOSPITALS INC

R 2,225,118 FMV
(12) HEALTHLINK MEDICAL TRANSPORTATION SERVICES INC

M 1,564,589 FMV
(13) HEALTHLINK MEDICAL TRANSPORTATION SERVICES INC

F 1,333,000 FMV
(14) BEAUMONT HEALTH

P 1,045,647 FMV
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version: