OAKWOOD HEALTHCARE INC (EIN 381405141) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

CHRISTINA FREESE DECKER

Phone

6163912022

Tax Period

2021-01-01 to 2021-12-31

OAKWOOD HEALTHCARE INC, founded in 1948, is a large national nonprofit in the Health Care sector that reported $1.3B in total revenue in fiscal year 2021. Expenses of $1.3B left a modest 4% surplus.

Mission

PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $19,786,155

Program Service Revenue $1,273,274,617

Investment Income $22,807

Other Revenue $52,807,751

TOTAL REVENUE $1,345,891,330

Expense Breakdown

Grants Paid $13,869,357

Salaries & Benefits $653,916,121

Fundraising Expenses $0

Program Expenses $1,200,053,402

Other Expenses $624,201,957

TOTAL EXPENSES $1,291,987,435

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,345,891,330	$1,340,944,117	+0.0%
Expenses	$1,291,987,435	$1,275,159,443	+0.0%
Net Income	$53,903,895	$65,784,674	-0.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

12445

Volunteers

294

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$7,462,643

Total Directors

$12,038,872

Key Employees

$2,564,121

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FOX	PRESIDENT & CEO	2.00	Officer Director	$0	$2,176,694	$6,170,136
DAVID WOOD MD	DIRECTOR (END 8/21)	1.00	Director	$0	$397,959	$4,866,624
ROBERT WELSH MD	DIRECTOR (EFF 1/1/21)	2.00	Director	$0	$57,035	$485,873
ASHOK JAIN MD	DIRECTOR (EFF 1/1/21)	42.00	Director	$222,148	$90,536	$312,684
ABEDELRAHIM ASFOUR MD	DIRECTOR (EFF 1/1/21)	42.00	Director	$170,550	$0	$170,550
HARRIS MAINSTER DO	DIRECTOR	2.00	Director	$0	$0	$33,005
JOHN NEMES	SECRETARY / TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTOPHER BLAKE	VICE-CHAIRMAN (EFF 6/21)	2.00	Director	$0	$0	$0
GEOFFREY HOCKMAN	DIRECTOR	2.00	Director	$0	$0	$0
GERSON COOPER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN LEWIS	CHAIRMAN (END 6/21)	2.00	Director	$0	$0	$0
JULIE FREAM	CHAIRPERSON (EFF 6/21)	2.00	Director	$0	$0	$0
MARTHA QUAY	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT WILLIAMS MD	DIRECTOR	2.00	Director	$0	$0	$0
RONALD HALL JR	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN HOWARD	VICE-CHAIRMAN (END 8/21)	2.00	Director	$0	$0	$0
THOMAS SAELI	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY O'BRIEN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM GOLDSMITH	DIRECTOR	2.00	Director	$0	$0	$0
DIANE ROTH	EVP & CFO (EFF 4/21)	1.00	Officer	$0	$203,481	$728,339
JOHN KERNDL	EVP & CFO (END 3/21)	1.00	Officer	$0	$25,364	$564,168
DAVID CLAEYS	PRESIDENT - DEARBORN & FH	22.00	Key Emp	$790,595	$363,380	$1,153,975
TAMMY SCARBOROUGH	PRES-TRENTON,TAYLOR,WAYNE	50.00	Key Emp	$446,149	$183,031	$629,180
KASSEM CHARARA	CMO - TAYLOR	50.00	Key Emp	$223,828	$75,677	$299,505
PAOLO MARCIANO MD	CMO-DEARBORN	44.00	Key Emp	$256,857	$10,415	$267,272
JONATHAN KAPER	CMO-TRENTON	50.00	Key Emp	$180,132	$34,057	$214,189
SAMIR DABBOUS	PHYSICIAN	50.00	Highest	$1,221,839	$20,533	$1,242,372
MOHAMMED ALSAIDI-DONOVAN	PHYSICIAN	50.00	Highest	$1,069,191	$43,218	$1,112,409
FAISAL MUSA	PHYSICIAN	50.00	Highest	$977,776	$38,136	$1,015,912
AREF ALRAYES	PHYSICIAN	50.00	Highest	$803,166	$49,411	$852,577
MUHAMMAD AZRAK	PHYSICIAN	50.00	Highest	$774,756	$61,987	$836,743
LEE ANN ODOM	FMR PRES-TRENTON,TAYLOR,WAYNE	46.00		$501,538	$226,754	$728,292

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$1,345,891,330	$1,291,987,435	$1,208,336,161	$53,903,895
2020	$1,340,944,117	$1,275,159,443	$1,130,298,707	$65,784,674
2019	$1,371,273,989	$1,262,458,651	$1,121,448,718	$108,815,338
2018	$1,342,181,322	$1,240,351,510	$1,162,366,707	$101,829,812

OAKWOOD HEALTHCARE INC