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· Public charity
OAKWOOD FOUNDATION INC
The mission of oakwood foundation is the development, stewardship and distribution of resources to promote the highest level of independence for a diverse community of older adults.
$2.2M
Granted FY2024
10
Grants
1
Communities
$648k
Largest
01What you fund
01100% classified
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Health$11MHousing & Shelter$5.8MHuman Services$2.3MArts & Culture$64kCrime & Legal$6kReligion$5kOther$5k
02beneath the categories
Past the labels — and the year it shifted
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
2018
rightnecessarysocial welfareperformance
2019
performancerightnecessarysocial welfare
2020
—
2021
—
2022
—
2023
rightnecessarysocial welfareperformance
2024
livesrightnecessarysocial welfareperformance
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
03FY2024 · 10 grants
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k3 grants · $16k
- $10k–50k3 grants · $69k
- $50k–250k1 grant · $231k
- $250k+3 grants · $1.8M
$30,000
Median grant
1
States reached
$18M
Total assets
Largest grants
- OAKWOOD VILLAGE PRAIRE RIDGE HOMES INC$648,025
- OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC$606,159
- OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC$570,245
- OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC$230,599
- CATHOLIC CHARITIES INC DIOCESE OF MADISON$30,000
- AGEBETTER INC$24,000
- OAKWOOD CHAMBER PLAYERS INC$15,000
- BRIARPATCH YOUTH SERVICES INC$5,729
- MADISON-AREA URBAN MINISTRY DBA JUST DANE$5,353
- OPERATION IRAQ AND AFGHANISTAN$5,010
02The need
04
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
show:
Your human-services grants (FY17–24, $2.3M) land where the poverty rate runs at 10% — the area typically sits at 7%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
grant to an above-average-need area below average· circle size = grant amount
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.
03Your edge
repeat funding
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
100%of every dollar goes to organizations you’ve funded before.
$19M · 7 repeat orgs$16k to everyone else
7 repeat relationships — 7 still active in FY2024, 0 since wound down; 3 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Re-uppedFunded once
Organizations
7
3
Total granted
$19M
$16k
Median revenue growth · since first grant
+60%
+108%
Still filing today
100%
67%
New vs renewed · share of each year
In FY2024, 99% of grant dollars renewed an existing relationship; $16k went to new ones.
RenewedFirst-time
Where new relationships form · theme of each grantee’s first grant
Human ServicesHousing & ShelterHealthArts & CultureCrime & LegalReligionOther
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- OVOAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC8× · 2017–2024 · $11M · revenue +21% · 29% of their budget
- OVOAKWOOD VILLAGE PRAIRE RIDGE HOMES INCOAKWOOD VILLAGE PRAIRIE RIDGE APARTM8× · 2017–2024 · $5.2M · revenue +94%
- OVOAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC8× · 2017–2024 · $2.0M · revenue +21%
Funded once
- BYBRIARPATCH YOUTH SERVICES INCgraduatedone grant, 2024 · $6k · revenue +40%
- MUMADISON-AREA URBAN MINISTRY DBA JUST DANEgraduatedone grant, 2024 · $5k · revenue +108%
- OIOPERATION IRAQ AND AFGHANISTANone grant, 2024 · $5k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
04Your field
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
1
Luther Oaks Inc
See schedule o for organization mission statement. empowering vibrant grace filled living across all generations. providing residential and health care services to seniors including benevolent care to those who have exhausted their…
—
2
Oakwood Healthcare Inc
Provide excellence in care, healing and health to the individuals and communities we serve.
Health
3
Harwood Place Inc
Harwood place provides assisted living and independent living.
Housing & Shelter
4
Oak Crest Senior Housing
Operation of a 43 unit assisted living housing facility for seniors
—
5
Lutheran Retirement Home
Lutheran retirement home is a christian based continuum of service enriching lives by providing care and compassion to our residents and our communities
—
6
Oakwood Creative Care Inc
Oakwood Creative Care is the industry leader in providing diverse and innnovative care for the aging population in our community, focusing on those who experience challenges and disabilities.
Human Services
7
Shepherd Oak Apartments Inc
Own and operate low income apartment building to provide a home to the elderly and handicapped.
Housing & Shelter
8
Wisconsin Lutheran Home Ministries
To provide healthcare for the elderly.
—
9
Oakdale Neighbors
Oakdale neibhbors is a christian community development organization creating a neighborhood of vitality and grace by discovering, developing, and connecting skills and resources in the neighborhood.
Human Services
10
Oakwood Residence Inc
Subsidized housing for persons with chronic mental illness
—
11
Oak Grove Christian Retirement Village Inc
Oak grove christian retirement village provides housing and care for the aged in an atmosphere of christian fellowship with others. charity care fye june 30, 2023 amounted to $1,230,561.
Housing & Shelter
12
Oak Service Corporation
Oak service corporation performs administrative duties for nonprofit organizations by agreement.
Education
For reference, the grantee most central to the portfolio’s shape is Oakwood Village Prairie Ridge and the most unlike its peers is Oakwood Chamber Players Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network
9 grantees, every filing reconciled, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
2
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
9/9
Grantees still filing
8/9
Grew since you first funded
Where your money sits — by cause, then by grantee
Health$11,319,533Housing & Shelter$5,755,381Human Services$2,258,527Arts & Culture$64,428Crime & Legal$5,729Religion$5,353Other$5,010
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC ↗
- Who funds OAKWOOD VILLAGE PRAIRE RIDGE HOMES INCOAKWOOD VILLAGE PRAIRIE RIDGE APARTM ↗
- Who funds OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC ↗
- Who funds OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC ↗
- Who funds CATHOLIC CHARITIES RESPITE CARE TEAM MINISTRY ↗
- Who funds SAIL ↗
- Who funds OAKWOOD CHAMBER PLAYERS INC ↗
- Who funds BRIARPATCH YOUTH SERVICES INC ↗
- Who funds MADISON-AREA URBAN MINISTRY DBA JUST DANE ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Madison Community FoundationWI13.7× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →
Open a dossier: Madison Community Foundation · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organisation OAKWOOD FOUNDATION INC funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
2024
’20’21’22’23’24
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY20–24
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
05Through Plinth
Through Plinth
Your grantmaking, live and operational
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC.
Agentic due diligence · confidence × risk
Financial management
low risk
~7 months of operating runway; revenue grew over 7 filed years.
Track record & reputation
low risk
7 years of Form 990 filings, still active.
Legal standing
low risk
US 501(c)(3); EIN 390790565 on file with current IRS Form 990 filings.
Governance
Live in Plinth
Board composition & governance documents — verified live in Plinth from the applicant.
Compliance & sanctions
Live in Plinth
OFAC / UN sanctions screening — run live in Plinth at assessment.
Program capacity
Live in Plinth
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
- On trackFinancial stability— Roughly 7 months of cash on hand.
- On trackSustained operations— Filing through 2024; revenue grew over the period.
- On trackReliance on your funding— Your grants peaked at 29% of their budget — diversified.
- Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
How do I get to Oakwood Foundation Inc?
Find your warmest path to Oakwood Foundation Inc through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.
More from the funding graph
The regranting layer
51% of grant dollars pass through an intermediary
The DAF merry-go-round
$9.7B circulates between donor-advised funds
Strange bedfellows
the named clusters of US funding
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines