Oakwood Health Promotions Inc

Oakbrook Common

Southfield, MI
Tax-exempt since March 1988
EIN: 38-2601965

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Type of Nonprofit

Designated as a 501(c)3 Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Revenue

$17.5M (2022)

Expenses

$21.1M (2022)

Total Assets

$121M (2022)

Total Liabilities

$65.5M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$17,548,575

Expenses

$21,123,809

Net Income

-$3,575,234

Net Assets

$55,423,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$107,045	0.6%
Program Services	$16,536,695	94.2%
Investment Income	$904,476	5.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$359	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$120,921,715
Total Liabilities	$65,497,795
Net Assets	$55,423,920

Compensation

Key Employees and Officers	Compensation	Related	Other
Anne Stewart (Director/Chair)	$0	$356,710	$94,020
Kevin Smith (Director/Treasurer)	$0	$244,248	$33,602
Margaret Lightner (Director/President/Secretary)	$0	$272,375	$79,715
Maria Miller (Director/Treasurer Part Year)	$0	$80,489	$9,199
Paula Levesque (Director/Chair Part Year)	$0	$213,107	$27,294
Susan Grant (Director/Chair Part Year)	$0	$2,526,685	$11,828
Christina Freese Decker (Ceo)	$0	$3,302,354	$1,190,017
Matthew Cox (Cfo)	$0	$1,565,372	$522,977
David Sengstock Md (Former Highest Paid)	$0	$324,473	$75,060
Dean Rumsey (Former Highest Paid)	$0	$154,421	$27,670
Jacqueline Mohs (Former Highest Paid)	$0	$348,199	$74,744
Linda Nickerson (Former Highest Paid)	$0	$140,036	$59,823
Parimala Dommeti (Former Highest Paid)	$0	$241,651	$39,621

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990

Filed on Nov. 9, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$23,683,241

Expenses

$22,899,977

Net Income

$783,264

Net Assets

$74,254,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$81,564	0.3%
Program Services	$18,117,274	76.5%
Investment Income	$5,483,771	23.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$632	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$134,950,596
Total Liabilities	$60,696,322
Net Assets	$74,254,274

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan Grant (Chairperson)	$0	$978,224	$454,657
Margaret Lightner (President & Secretary)	$0	$273,318	$75,124
Maria Miller (Treasurer)	$0	$227,239	$73,656
Linda Susan Nickerson (Sr. Dir. Residential Svc Ltc)	$0	$127,621	$56,004
Latricia M Lambert (Nurse Manager Ltc)	$0	$109,276	$28,548
Dean Rumsey (Dir. Finance Operations Ltc)	$0	$132,983	$1,985
Regina Lynn Graves Hinton (Director Nursing Ltc)	$0	$116,864	$17,467
Catherine M Grundy (Nurse Manager Ltc)	$0	$116,781	$14,251

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990

Filed on Nov. 16, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$28,008,850

Expenses

$25,969,378

Net Income

$2,039,472

Net Assets

$69,729,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,079,028	3.9%
Program Services	$22,497,407	80.3%
Investment Income	$4,425,490	15.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,959	0.0%
Net Inventory Sales	$0
Other Revenue	$966	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$7,891,727	30.4%

Assets/Debt
Total Assets	$133,960,465
Total Liabilities	$64,230,907
Net Assets	$69,729,558

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan Grant (Chairperson)	$0	$839,720	$299,838
Margaret Lightner (President & Secretary)	$0	$260,622	$81,925
Maria Miller (Treasurer)	$0	$218,454	$65,739
Linda Susan Nickerson (Sr. Dir. Residential Svc Ltc)	$0	$127,960	$42,079
Marceline Weshalek (Dir. Finance Operations Ltc)	$0	$140,559	$9,092
Regina Lynn Graves Hinton (Director Nursing Ltc)	$0	$115,434	$34,089
Latricia M Lambert (Nurse Manager Ltc)	$0	$105,271	$28,605
Catherine M Grundy (Nurse Manager Ltc)	$0	$116,566	$14,856
Paul La Casse (Former Officer)	$0	$520,515	$0

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990

Filed on Nov. 15, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$34,338,494

Expenses

$33,162,095

Net Income

$1,176,399

Net Assets

$63,875,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$29,742,806	86.6%
Investment Income	$4,589,847	13.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,231	0.0%
Net Inventory Sales	$0
Other Revenue	$2,610	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,313,583	31.1%

Assets/Debt
Total Assets	$109,107,637
Total Liabilities	$45,232,546
Net Assets	$63,875,091

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan Grant (Chairperson (Start 10/24/19))	$0	$879,873	$267,905
Paul La Casse (Chairperson (End 10/24/19))	$0	$862,269	$28,729
David Michael Sengstock (Program Director Geriatric)	$0	$325,706	$46,591
Margaret Lightner (President & Secretary)	$0	$262,284	$72,480
Maria Miller (Treasurer)	$0	$230,421	$55,652
Jacqueline C Mohs (Physician)	$0	$249,668	$26,331
Linda Susan Nickerson (Admin. Residential Svc Ltc)	$0	$124,333	$27,674
Marceline Weshalek (Dir. Finance Operations Ltc)	$0	$127,997	$6,347

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990

Filed on Nov. 16, 2020

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2018

Revenue

$32,097,556

Expenses

$33,145,051

Net Income

-$1,047,495

Net Assets

$57,957,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$32,018,305	99.8%
Investment Income	$73,634	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$500	0.0%
Net Inventory Sales	$0
Other Revenue	$5,117	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$12,156,673	36.7%

Assets/Debt
Total Assets	$101,631,052
Total Liabilities	$43,673,454
Net Assets	$57,957,598

Compensation

Key Employees and Officers	Compensation	Related	Other
David Kulek (Treasurer(resigned 10.25.18))	$0	$145,455	$14,322
Margaret Lightner (President And Secretary)	$0	$255,872	$87,949
Maria Miller (Treasurer(appointed 10.25.18))	$0	$201,364	$68,847
Paul Lacasse (Chairperson)	$0	$923,761	$257,715
David Michael Sengstock (Program Director Geriatric)	$0	$333,783	$43,342
Jacqueline C Mohs (Physician)	$0	$222,324	$26,222
Linda Susan Nickerson (Administrative Residential Svc)	$0	$111,798	$28,902
Marceline Weshalek (Director Finance Operations Lt)	$0	$111,889	$6,855
Parimala Dommeti (Physician)	$0	$197,607	$29,985

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990

Filed on Nov. 15, 2019

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2017

Revenue

$37,217,578

Expenses

$33,619,317

Net Income

$3,598,261

Net Assets

$62,497,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,604	0.0%
Program Services	$33,456,558	89.9%
Investment Income	$3,753,152	10.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$9,438
Net Inventory Sales	$0
Other Revenue	$5,702	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,944,604	35.5%

Assets/Debt
Total Assets	$104,610,958
Total Liabilities	$42,113,630
Net Assets	$62,497,328

Compensation

Key Employees and Officers	Compensation	Related	Other
Margaret Lightner (President & Secretary)	$0	$250,210	$29,247
Paul Lacasse Do (Chairperson)	$0	$856,598	$272,202
David Kulek (Treasurer)	$0	$165,411	$31,726
Marceline Weshalek (Director Financial Operations)	$0	$106,223	$5,849
Carrie Scott (Administrator)	$0	$126,728	$17,621
David J Campbell (Former Officer (End 2015))	$0	$250,210	$0
Barbara Medvec Rn (Former Officer (End 2015))	$0	$138,244	$0

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990

Filed on Nov. 15, 2018

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2016

Revenue

$38,154,753

Expenses

$33,279,792

Net Income

$4,874,961

Net Assets

$54,759,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$64,024	0.2%
Program Services	$34,496,922	90.4%
Investment Income	$3,864,638	10.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$288,304
Net Inventory Sales	$0
Other Revenue	$17,473	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,798,385	35.5%

Assets/Debt
Total Assets	$97,289,670
Total Liabilities	$42,530,463
Net Assets	$54,759,207

Compensation

Key Employees and Officers	Compensation	Related	Other
Weshalek Marceline (Finance Manager)	$121,664	$0	$3,077
Nickerson Linda Susan (Administrator)	$103,077	$0	$19,224
Palmer John P (Administrator)	$102,614	$0	$6,683
Lacasse Paul Do (President)	$0	$767,647	$35,568
Lightner Margaret (Secretary)	$0	$225,992	$12,000
Kulek David (Treasurer)	$0	$159,992	$39,483
Campbell David J (Former Officer (End 2015))	$0	$749,800	$716
Medvec Barbara Rn (Former Officer (End 2015))	$0	$355,284	$1,434

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990

Filed on Nov. 16, 2017

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990-T

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Fiscal Year Ending Dec.
2015

Revenue

$35,686,964

Expenses

$32,571,134

Net Income

$3,115,830

Net Assets

$49,884,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$49,747	0.1%
Program Services	$32,333,705	90.6%
Investment Income	$2,078,370	5.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,210,711	3.4%
Net Inventory Sales	$0
Other Revenue	$14,431	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,802,634	42.4%

Assets/Debt
Total Assets	$93,999,272
Total Liabilities	$44,115,026
Net Assets	$49,884,246

Compensation

Key Employees and Officers	Compensation	Related	Other
Ferber David Alan (Director, Hr Post Acute)	$109,405	$0	$7,245
Weshalek Marceline (Manager, Finance)	$102,777	$0	$2,958
Goch Elizabeth (Ltc Cao Vice Chair (End 12/15))	$0	$262,842	$9,234
Elsey Matthew (Secretary/Treasurer (End 3/15))	$0	$143,529	$23,477
Campbell David J (Evp, Ops Chairperson (End 12/15))	$0	$789,367	$111,034
Lacasse Paul Do (Evp, Post Acute, Bus Ops)	$0	$557,813	$35,568
Lightner Margaret (Secretary)	$0	$201,437	$30,203
Kulek David (Treasurer)	$0	$149,065	$32,070
Welday Douglas (Former Officer (End 3/14))	$0	$432,690	$103,564
Medvec Barbara R (Former Officer (End 10/13))	$0	$406,567	$103,382

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990

Filed on Nov. 14, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$37,423,139

Expenses

$33,260,681

Net Income

$4,162,458

Net Assets

$47,688,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$91,456	0.2%
Program Services	$33,700,265	90.1%
Investment Income	$1,748,437	4.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,870,831	5.0%
Net Inventory Sales	$0
Other Revenue	$12,150	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,182,608	42.6%

Assets/Debt
Total Assets	$93,452,652
Total Liabilities	$45,763,792
Net Assets	$47,688,860

Compensation

Key Employees and Officers	Compensation	Related	Other
Cottrill Carl F (Administrator, Snc Dearborn)	$113,130	$0	$25,245
Iwaniusz Irene Anna (Licensed Practical Nurse)	$108,679	$0	$4,136
Ferber David Alan (Director, Hr Post Acute)	$106,569	$0	$11,388
Goch Elizabeth (Ltc Chief Admin Officer Vice Chair)	$0	$234,934	$45,824
Elsey Matthew (Secretary/Treasurer)	$0	$300,068	$74,857
Campbell David (Evp, Ops Chairman)	$0	$679,591	$194,519
Welday Douglas (Evp Thru 3/14)	$0	$799,054	$391,378
Medvec Barbara (Former Officer Thru 10/13)	$0	$395,039	$104,999

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990

Filed on Nov. 13, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$35,883,877

Expenses

$32,567,379

Net Income

$3,316,498

Net Assets

$44,959,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$80,551	0.2%
Program Services	$32,955,373	91.8%
Investment Income	$1,303,080	3.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,535,423	4.3%
Net Inventory Sales	$0
Other Revenue	$9,450	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,036,883	43.1%

Assets/Debt
Total Assets	$90,488,059
Total Liabilities	$45,528,546
Net Assets	$44,959,513

Compensation

Key Employees and Officers	Compensation	Related	Other
Cottrill Carl F (Administrator, Snc Dearborn)	$110,995	$0	$24,804
Ferber David Alan (Director, Hr Post Acute)	$106,344	$0	$11,693
Goch Elizabeth (Ltc Division President)	$0	$244,116	$63,378
Elsey Matthew (Secretary/Treasurer)	$0	$289,271	$63,125
Medvec Barbara (Svp, Chief Nursing Officer)	$0	$374,270	$57,595
Welday Douglas (Evp)	$0	$843,579	$178,045

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990

Filed on Nov. 14, 2014

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990-T

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Fiscal Year Ending Dec.
2012

Revenue

$35,920,417

Expenses

$32,439,472

Net Income

$3,480,945

Net Assets

$38,415,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$144,644	0.4%
Program Services	$33,653,196	93.7%
Investment Income	$1,292,009	3.6%
Bond Proceeds	$592,708	1.7%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$228,410	0.6%
Net Inventory Sales	$0
Other Revenue	$9,450	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,220,555	43.8%

Assets/Debt
Total Assets	$85,659,294
Total Liabilities	$47,244,122
Net Assets	$38,415,172

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$37,229,701

Expenses

$31,720,002

Net Income

$5,509,699

Net Assets

$32,833,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$50,746	0.1%
Program Services	$35,458,810	95.2%
Investment Income	$1,337,081	3.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$7,854
Net Fundraising	$0
Sales of Assets	$390,918	1.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,006,097	44.2%

Assets/Debt
Total Assets	$82,400,721
Total Liabilities	$49,567,333
Net Assets	$32,833,388

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Oakwood Health Promotions Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $17.5M (2022)

Expenses $21.1M (2022)

Total Assets $121M (2022)

Total Liabilities $65.5M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$17.5M (2022)

Expenses

$21.1M (2022)

Total Assets

$121M (2022)

Total Liabilities

$65.5M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001