2018-04-09T15:46:47-05:00 2017-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2016-07-01 231322002 WOODS SERVICES INC % STACEY COLOSIMO WOOD 2157504000 PO BOX 36 LANGHORNE PA 19047 THOMAS GRANT CFO 2157504000 2018-04-09 true Frank Giardini P00532355 2155614200 209.220.136.124 23695320180995000049 2018-04-09 P 4DE0FDE94CE02493E0E51C32BE49A0EBE0A311FA 723DCE0278216FC49ED02D71432F9BD539E90BC6 2016 2021-01-29 14:40:06Z TINE HANSEN-TURTON PO BOX 36 LANGHORNE PA 19047 132674268 false X WWW.WOODS.ORG X 1949 PA WOODS PROVIDES INNOVATIVE, COMPREHENSIVE AND INTEGRATED SERVICES TO CHILDREN/ADULTS WITH INTELLECTUAL/DVLPMNTL DISABILITIES, MENTAL/BEHAVIORAL HEALTH CHALLENGES, & BRAIN INJURIES. 16 15 2602 0 0 0 800267 980569 128735315 130413379 60384 20497 1108905 1074874 130704871 132489319 0 8000000 0 0 96699908 102979214 0 0 458950 26072480 25902174 122772388 136881388 7932483 -4392069 103814627 99668991 95808651 78157076 8005976 21511915 X WOODS IS A NONPROFIT MULTI-SERVICE HEALTHCARE AND HUMAN SERVICES ORGANIZATION THAT PROVIDES INNOVATIVE, COMPREHENSIVE AND INTEGRATED SERVICES TO CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, MENTAL AND BEHAVIORAL HEALTH CHALLENGES AND BRAIN INJURIES. false false 125464163 8000000 131346393 WOODS IS A NONPROFIT MULTI-SERVICE HEALTHCARE AND HUMAN SERVICES ORGANIZATION THAT PROVIDES INNOVATIVE, COMPREHENSIVE AND INTEGRATED HEALTH-AND-BEHAVIOR, EDUCATION, WORKFORCE, AND CARE MANAGEMENT SERVICES TO CHILDREN AND ADULTS IN THE INTELLECTUAL/DEVELOPMENTAL DISABILITY, CHILD WELFARE, BEHAVIORAL AND ACQUIRED BRAIN INJURY PUBLIC HEALTH SECTORS. WOODS PROVIDES THE APPROPRIATE LEVEL OF CARE THAT RANGES FROM PERSONAL ASSISTANCE TO HIGHLY SKILLED NURSING AND COMPLEX MEDICAL CARE THAT CAN ONLY BE DELIVERED BY DISABILITY-TRAINED PROFESSIONALS. WOODS AND ITS AFFILIATE PARTNERS (NON-PROFIT MEMBERSHIP CORPORATIONS) PRIMARILY SERVE INDIVIDUALS FROM PENNSYLVANIA, NEW JERSEY AND NEW YORK, BUT HAS A NATIONAL REACH GIVEN ITS EXPERTISE IN SERVING PEOPLE WHO ARE MEDICALLY AND BEHAVIORALLY FRAIL AND VULNERABLE. 125464163 true true false false false false false false false false true false false false true true false true true false false false false false true false false true false true true false false false false false false false false false false true false false false false true true false false true 60 0 true 2602 true false false false false false true true false false false false X 16 15 false false false false false false false true true false false true true true true true true true true false PA X STACEY COLOSIMO 2157504000 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 X PETER SHUBIAK End 10316 TRUSTEE/Vice President COO 43.0 12.0 X X 570051 0 46580 SCOTT SPREAT end 11116 TRUSTEE/PRES WOODS PROGRAMS 39.0 1.0 X X 393551 0 90553 TINE HANSEN-TURTON TRUSTEE/CEO PRES WOODS(10/16-) 47.0 8.0 X X 107116 0 3078 JOANNE TARNOFF TRUSTEE 1.0 1.0 X 0 0 0 YELENA BARYCHEV TRUSTEE 1.0 0.0 X 0 0 0 PETER BODENHEIMER End 5117 TRUSTEE 1.0 2.0 X 0 0 0 RON DAVIS TRUSTEE 1.0 0.0 X 0 0 0 ALICE DEVOE TRUSTEE 1.0 3.0 X 0 0 0 HEATHER FEHN SECRETARY 1.0 1.0 X X 0 0 0 RICHARD LESHNER TRUSTEE 1.0 0.0 X 0 0 0 TRIP MCMAHON TRUSTEE 1.0 1.0 X 0 0 0 BEN POZEZ TRUSTEE 1.0 2.0 X 0 0 0 CAROLYN REICHENBACH TRUSTEE 1.0 0.0 X 0 0 0 BARRY SHARER VICE-CHAIRPERSON 1.0 1.0 X X 0 0 0 KEVIN SHEETZ CHAIRPERSON 1.0 5.0 X X 0 0 0 TIMOTHY TITUS TRUSTEE 1.0 2.0 X 0 0 0 CECILIA VEGA End 92716 TRUSTEE 1.0 4.0 X 0 0 0 TED WEERTS TRUSTEE 1.0 2.0 X 0 0 0 MARK WILLIAMS TRUSTEE 1.0 0.0 X 0 0 0 THOMAS W GRANT Trustee/CFO&EVP 44.0 11.0 X X 232468 0 13358 JULIA PFISTER VICE PRESIDENT OF HR 36.0 4.0 X 235693 0 40572 HILARY STEPHENS VP DEVELOPMENT 39.0 1.0 X 221668 0 14269 CHERYL HUFNAGLE SECRETARY/EMPLOYEE-WOODS SVCS 36.0 4.0 X 74974 0 13571 MICHAEL HAGGERTY VP PROGRAM OPERATIONS 50.0 0.0 X 244052 0 111640 MARY ANN GATALETTO DIRECTOR OF DENTAL SVCS 40.0 0.0 X 161196 0 45959 CHERYL KAUFFMAN VP COMMUNICATIONS PR 49.0 1.0 X 197208 0 50559 STEVEN LIPSCHUTZ PHYSCIAN 40.0 0.0 X 211043 0 17744 KEVIN HORNBERGER PSYCHIATRIST 40.0 0.0 X 206575 0 41447 SIMON KIMMELMANStart 32416 EVP, GENERAL COUNSEL 45.0 0.0 X 239035 0 13464 DIANA RAMSAYEND 113015 FORMER CEO PRESIDENT/TRUSTEE 0.0 0.0 X 453213 0 0 3547843 0 502794 24 true true false HARVEST MOON LANDSCAPING LLC 412 KATHRYN COURT YARDLEY PA 19067 LANDSCAPING SERVICES 501668 STONE MED STAFF INC 311 W Trenton Ave MORRISVILLE PA 19067 nursing temps 472163 GENERAL HEALTHCARE RESOURCES 2250 Hickory Rd Suite 240 PLYMOUTH MEETING PA 19462 nursing temps 443790 GRANT THORNTON LLP 2001 Market Street Suite 700 PHILADELPHIA PA 19103 audit tax services 264153 DOUGLAS M BILYEU 10 mallard mill run WALLINGFORD PA 19086 nursing services 262777 20 168069 278000 534500 148742 980569 TUITION AND BOARD 624310 123254805 123254805 THERAPIES AND ANCILLARY 624310 5838456 5838456 WORKSHOP INCOME 624310 208968 208968 OTHER RESIDENT REVENUE 624310 1111150 1111150 130413379 20497 20497 0 0 39507 39507 0 39507 39507 0 326809 168069 184949 141860 141860 0 0 0 0 0 0 MANAGEMENT FEES 900099 821549 821549 REBATES 900099 71958 71958 893507 132489319 131346393 162357 8000000 8000000 0 0 0 3977914 3720310 257604 71433409 69166164 2212954 54291 0 9723464 9557982 125267 40215 8903286 8678919 187544 36823 8941141 8730879 173282 36980 0 145287 145287 219151 219151 0 0 55512 55512 4171718 4171718 104332 4176 100156 169073 139386 29687 572459 572459 0 2714549 2698177 16372 211192 211192 0 133157 61361 71796 1001268 911154 90114 0 4002406 3442069 560337 1192621 242165 950456 PURCHASED SUPPLIES/FACILITY SU 3940575 3829918 110657 FOOD 2382396 2382396 ADMINISTRATION/SERVICE CONTRAC 2308264 1415570 892694 SOFTWARE IMPAIRMENT OF LOSS 1000942 0 1000942 1577272 1248478 295757 33037 136881388 125464163 10958275 458950 20765719 16595032 3946857 3603235 0 0 30656885 32921834 0 0 0 0 0 0 50915 90817 2073557 2243782 105156546 63947620 43269678 41208926 573068 861888 0 0 0 0 0 0 2477948 2143477 103814627 99668991 11541618 12312295 0 0 1879432 1129109 22783414 21916407 0 0 0 0 665000 665000 0 0 58939187 42134265 95808651 78157076 X 6565977 20078186 1439999 1433729 0 0 8005976 21511915 103814627 99668991 X -4392069 71467 17826541 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236567 236567 78712443 45376629 33335814 9838216 7424638 2413578 16369320 11146353 5222967 41208926 0 ACCRUED PENSION 36734810 SELF INSURANCE RESERVES- WORKER'S 5190455 SELF INSURANCE RESERVES 194000 LIFE CARE AGREEMENT 15000 42134265 X FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 A TAX POSITION IS RECOGNIZED OR DERECOGNIZED BY THE OBLIGATED GROUP (WOODS RESOURCES, WOODS SERVICES, AND WOODS SERVICES FOUNDATION) BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE OBLIGATED GROUP DOES NOT BELIEVE ITS COMBINED SPECIAL-PURPOSE FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE OBLIGATED GROUP'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE FISCAL YEARS PRIOR TO JUNE 30, 2014 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. true true true true true true true false false false false false false false false true false true NONDISCRIMINATORY POLICY SCHEDULE E, LINE 3 WOODS SERVICES DOES NOT DISCRIMINATE IN SERVICES OR EMPLOYMENT ON THE BASIS OF RACE, COLOR, RELIGIOUS CREED, DISABILITY, NATIONAL ORIGIN, AGE, SEX, MARITAL STATUS, SEXUAL ORIENTATION, CITIZENSHIP, OR VETERAN STATUS. DISCLOSURE IS ON OUR WEBSITE UNDER THE CAREERS SECTION. GOVERNMENT ASSISTANCE SCHEDULE E, PART I, LINE 6A Woods Services, Inc. recieved a Pennsylvania Department of Education grant. GALA 291154 96863 194291 43298 13525 45302 Run For Woods 203724 71206 132518 10930 3608 1400 66886 0 494878 168069 326809 10930 46906 14925 112188 184949 141860 false WOODS AFFILIATION CORP PO BOX 36 LANGHORNE PA 19047 320450302 501(c)(3) 3000000 Support WOODS SERVICES FOUNDATION PO BOX 36 LANGHORNE PA 19047 232322137 501(c)(3) 5000000 Support 2 X X X X X true true false false false false false true false PETER SHUBIAK End 10316 TRUSTEE/Vice President COO 429108 0 47235 0 93708 0 28726 0 17854 0 616631 0 0 0 SCOTT SPREAT end 11116 TRUSTEE/PRES WOODS PROGRAMS 291782 0 100100 0 1669 0 72732 0 17821 0 484104 0 0 0 JULIA PFISTER VICE PRESIDENT OF HR 210545 0 20700 0 4448 0 37725 0 2847 0 276265 0 0 0 HILARY STEPHENS VP DEVELOPMENT 182938 0 35000 0 3730 0 0 0 14269 0 235937 0 0 0 THOMAS W GRANT Trustee/CFO&EVP 232468 0 0 0 0 0 0 0 13358 0 245826 0 0 0 MARY ANN GATALETTO DIRECTOR OF DENTAL SVCS 156196 0 5000 0 0 0 28589 0 17370 0 207155 0 0 0 CHERYL KAUFFMAN VP COMMUNICATIONS PR 157208 0 40000 0 0 0 45115 0 5444 0 247767 0 0 0 STEVEN LIPSCHUTZ PHYSCIAN 211043 0 0 0 0 0 0 0 17744 0 228787 0 0 0 KEVIN HORNBERGER PSYCHIATRIST 206575 0 0 0 0 0 23945 0 17502 0 248022 0 0 0 MICHAEL HAGGERTY VP PROGRAM OPERATIONS 199052 0 45000 0 0 0 95952 0 15688 0 355692 0 0 0 SIMON KIMMELMANStart 32416 EVP, GENERAL COUNSEL 238897 0 0 0 138 0 0 0 13464 0 252499 0 0 0 DIANA RAMSAYEND 113015 FORMER CEO PRESIDENT/TRUSTEE 9796 0 0 0 443417 0 0 0 0 0 453213 0 0 0 PART I, LINE 4A DIANA RAMSAY, CEO/PRESIDENT UNTIL 11/30/2015, SEVERANCE PAID IN 2016 OF $437,000. PART I, LINE 4B A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE WAS ESTABLISHED FOR THE CEO AND COO. THE FORMER CEO, DIANA RAMSAY, LEFT 11/30/2015 AND HAD NO CONTRIBUTIONS FOR CALENDAR YEAR 2016. THE COO, PETER SHUBIAK, HAD A CONTRIBUTION OF $8,706, WHICH IS NON-VESTED AND THEREFORE, IS INCLUDED ON SCHEDULE J, PART II, COLUMN C AS DEFERRED COMPENSATION. THE VESTED PORTION OF $73,034 WAS INCLUDED IN HIS FORM W-2 FOR 2016 AND PRESENTED AS SUCH ON SCHEDULE J, PART II, COLUMN B (III). PART I, LINE 7 BONUSES ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS ASWELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS. A THE BOROUGH OF LANGHORNE MANOR HIGHER EDU & HEALTH 232581246 515741EZ5 2013-05-02 24769194 REFUND SERIES 2001, 2003, 2012 false false false A 1525000 0 24769194 0 0 0 481953 0 0 0 24287236 5 2016 true false true true A false false false false 0 false false false true A false true false false 0 false 0 false true A true X 6 148742 MARKET VALUE false false true Part I, Line 32b TO THE EXTENT THE ORGANIZATION RECEIVES DONATIONS OF SECURITIES, ITS INVESTMENT BROKER/MANAGER IS TASKED WITH SELLING THOSE SECURITIES. FORM 990, PART VI, QUESTION 11B: PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990: THE TAX RETURN IS REVIEWED BY THE CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER. THE COMPLETE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, QUESTION 12C: PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: ALL BOARD MEMBERS AND OFFICERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. IF A BOARD MEMBER IS DETERMINED TO HAVE A CONFLICT WITH REGARD TO A PARTICULAR ISSUE, THE MEMBER ABSTAINS FROM VOTING ON THE ISSUE. IN ADDITION, CONTRACT AND BUSINESS RELATIONSHIPS ARE SCRUTINIZED FOR POSSIBLE CONFLICTS. STAFF ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST WITH CONTRACTORS, CARRIERS, SUPPLIERS, CONSULTANTS, PARENTS, AGENCIES AND OTHER PERSONS DOING BUSINESS WITH WOODS SERVICES AND ITS RELATED ORGANIZATIONS. REPORTED CONFLICTS ARE INVESTIGATED DEPENDING ON THE NATURE OF THE CONFLICT. BASED ON THE OUTCOME OF THE INVESTIGATION, A RANGE OF ACTIONS FROM EITHER AN EMPLOYEE COUNSELING STATEMENT TO TERMINATION COULD OCCUR. FORM 990, PART VI, QUESTIONS 15A AND 15B: PROCESS FOR DETERMINING COMPENSATION: THE PROCESS USED TO DETERMINE COMPENSATION FOR THESE INDIVIDUALS IS REPORTED AND IS AS FOLLOWS: COMPENSATION FOR THE CEO AND OTHER OFFICERS IS DETERMINED THROUGH A PROCESS OVERSEEN BY AN INDEPENDENT TRUSTEE IN HIS/HER ROLE AS CHAIRMAN OF THE COMPENSATION/BENEFITS COMMITTEE. THIS COMMITTEE MAKES RECOMMENDATIONS SUPPORTED BY: 1) COMPARABILITY DATA AVAILABLE THROUGH A MAJOR ANNUAL COMPENSATION SURVEY OF SIMILAR AGENCIES THROUGHOUT SEVEN STATES, AND, 2) COMPARABILITY OF LOCAL/REGIONAL NONPROFITS OF SIGNIFICANT SIZE. RECOMMENDATIONS ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR FINAL APPROVAL. NO OFFICERS OR STAFF ARE INVOLVED IN THE DELIBERATION REGARDING COMPENSATION FOR THE CEO. THE CEO DOES PARTICIPATE IN DELIBERATIONS REGARDING COMPENSATION FOR THE VICE PRESIDENTS. THE CHAIRMAN OF THE COMPENSATION/BENEFITS COMMITTEE DOCUMENTS THE FINAL RECOMMENDATIONS AND DETERMINATIONS. FORM 990, PART VI, QUESTION 19: AVAILABILITY OF DOCUMENTS: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR PUBLIC REVIEW UPON REQUEST. FORM 990, PART VII DURING 2016, THOMAS GRANT, EXECUTIVE VP & CHIEF FINANCIAL OFFICER, WAS AN INDEPENDENT CONTRACTOR PROVIDING SERVICES AS AN INTERIM CHIEF FINANCIAL OFFICER. MR. GRANT WAS PAID $103,299 WHILE PERFORMING THESE SERVICES AS AN INDEPENDENT CONTRACTOR IN 2016. IN MARCH 2016, MR. GRANT BECAME AN EMPLOYEE OF WOODS SERVICES. FORM 990, PART XI, QUESTION 5 RECONCILIATION OF NET ASSETS: OTHER CHANGES IN PENSION LIABILITY $17,826,541 WOODS SERVICES FOUNDATION PO BOX 36 LANGHORNE PA 19047 232322137 FUNDRAISING PA 501(C)(3) 12A WOODS SERV true BRIAN'S HOUSE PRICE LANE 757 SPRINGDALE DRIVE EXTON PA 19341 232752842 RESIDENT ORG PA 501(C)(3) 10 BRIANS HOUSE true WOODS RESOURCES INC PO BOX 36 LANGHORNE PA 19047 232322136 SUPPORT PA 501(C)(3) 12A WOODS SERV true ALLIES INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 223677684 RESIDENT ORG NJ 501(C)(3) 07 WOODS RES true BRIAN'S HOUSE INC 757 SPRINGDALE DRIVE EXTON PA 19341 231990596 RESIDENT ORG PA 501(C)(3) 10 WOODS RES true WOOD SERVICES WORKERS COMPENSATION PO BOX 36 LANGHORNE PA 19047 232407907 WORKERS COMP PA 501(C)(4) WOODS SERV true ALLIES HOMES INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 760752597 RESIDENT ORG NJ 501(C)(3) 07 ALLIES INC true ALLIES HOMES 2004 INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 204671567 RESIDENT ORG NJ 501(C)(3) 07 ALLIES INC true ALLIES HOMES 2005 INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 205666181 RESIDENT ORG NJ 501(C)(3) 10 ALLIES INC true ALLIES HOMES 2009 INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 273720171 RESIDENT ORG NJ 501(C)(3) 07 ALLIES INC true DREAMSCAPES- BUILDING VISIONS INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 452122459 RESIDENT ORG NJ 501(C)(3) 10 ALLIES INC true MIDDLETOWN HOMES INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 455106534 RESIDENT ORG NJ 501(C)(3) 07 ALLIES INC true ARCHWAY PROGRAMS INC 280 JACKSON ROAD PO BOX 668 ATCO NJ 08004 222401037 RESIDENT ORG NJ 501(C)(3) 07 WOODS RES true TABOR SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232660436 SUPPORTING PA 501(C)(3) 12A WOODS RES true TABOR CHILDREN'S SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232148612 CHILD WELFARE PA 501(C)(3) 07 TABOR true TABOR CHILDREN'S HOUSE 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232539505 CHILD WELFARE PA 501(C)(3) 10 TABOR true TABOR COMMUNITY PARTNERS 57 EAST ARMAT STREET PHILADELPHIA PA 19144 463728190 COMMUNITY AG PA 501(C)(3) 10 TABOR CH SVC true WOODS AFFILIATION CORP PO BOX 36 LANGHORNE PA 19047 320450302 HOLDING CORP PA 501(C)(3) 07 WOODS SERV true OPPORTUNITY KNOCKS 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 223630361 RESIDENT ORG NJ 501(C)(3) 07 ALLIES INC true false true false false false false false false false false false true false true true true true true false WOODS AFFILIATION CORP b 3000000 Cash Value WOODS SERVICES FOUNDATION b 5000000 Cash Value