2016-03-09T12:44:01-06:00 2015-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2014-07-01 231322002 WOODS SERVICES INC % STACEY COLOSIMO WOOD 2157504000 PO BOX 36 LANGHORNE PA 19047 THOMAS W GRANT Interim CFO 2157504000 2016-03-08 true Frank Giardini P00532355 2155614200 2014 2016-08-17 19:52:53Z PETER SHUBIAK PO BOX 36 LANGHORNE PA 19047 119502063 false X WWW.WOODS.ORG X 1949 PA WOODS SERVICES SERVES CHILDREN ADOLESCENTS AND ADULTS WITH INTELLECTUAL DISABILITIES, DEVELOPMENTAL DISABILITIES, MENTAL HEALTH, BEHAVIORAL PROBLEMS & BRAIN INJURIES. 16 15 2591 250 0 2056761 909267 114277851 118030176 69179 46999 135762 312162 116539553 119298604 0 0 0 0 90616943 92340892 0 0 492816 22609278 23195436 113226221 115536328 3313332 3762276 101476641 99024666 71767510 79587094 29709131 19437572 WOODS SERVICES SERVES CHILDREN, ADOLESCENTS AND ADULTS WITH INTELLECTUAL DISABILITIES, DEVELOPMENTAL DISABILITIES, SIGNIFICANT MENTAL HEALTH AND/OR BEHAVIORAL PROBLEMS & TRAUMATIC BRAIN INJURIES. false false 103406237 118412940 SERVICES INCLUDE RESIDENTIAL CARE, HEALTHCARE, EDUCATION, VOCATIONAL SERVICES, ENRICHMENT ACTIVITIES, CLINICAL THERAPIES, AND THERAPEUTIC ACTIVITIES PROVIDED AS APPROPRIATE TO MEETING INDIVIDUALS' NEEDS FOR LEARNING, HABILITATION, AND REHABILITATION. 103406237 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 false false true true false false false false false false false false false false true false false false false true false false false true 46 0 true 2591 true false false false false false false 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 PETER BODENHEIMER PAST CHAIRMAN 1.0 2.0 X X 0 0 0 DR GEORGE VERGIS SECRETARY 1.0 2.0 X X 0 0 0 ALICE DEVOE TRUSTEE 1.0 2.0 X 0 0 0 KAREN BLOOD VICE CHAIRMAN 1.0 1.0 X X 0 0 0 BEN POZEZ TRUSTEE 1.0 1.0 X 0 0 0 MARK WILLIAMS TRUSTEE 1.0 1.0 X 0 0 0 TED WEERTS TRUSTEE 1.0 2.0 X 0 0 0 HEATHER FEHN TRUSTEE 1.0 1.0 X 0 0 0 KEVIN SHEETZ TRUSTEE 1.0 3.0 X 0 0 0 SIMON KIMMELMAN TRUSTEE 1.0 1.0 X 0 0 0 BARRY SHARER TRUSTEE 1.0 1.0 X 0 0 0 TRIP MCMAHON TRUSTEE 1.0 1.0 X 0 0 0 CECILIA VEGA CHAIRMAN 1.0 2.0 X X 0 0 0 JOANNE TARNOFF TRUSTEE 1.0 1.0 X 0 0 0 DIANA RAMSAY CEO/PRESIDENT/TRUSTEE 45.0 10.0 X X 1006949 0 297221 mary faulkner trustee (end May 2015) 1.0 2.0 X 0 0 0 philip gruber trustee (end May 2015) 1.0 1.0 X 0 0 0 mitchell pozez trustee 1.0 2.0 X 0 0 0 TIMOTHY GRAHAM CFO/TREASURER 44.0 11.0 X 289160 0 59776 PETER SHUBIAK COO/VICE PRESIDENT 45.0 10.0 X 396487 0 78537 JULIA PFISTER VICE PRESIDENT OF HR 43.0 2.0 X 215360 0 38917 SCOTT SPREAT VICE PRESIDENT 45.0 0.0 X 287061 0 83193 HILARY STEPHENS VICE PRESIDENT 44.0 1.0 X 166506 0 11425 CHERYL KAUFFMAN ASSOCIATE VP 43.0 2.0 X 143060 0 42130 DR HARRY GETZ MEDICAL DIRECTOR 40.0 0.0 X 182372 0 46287 DR MARY ANN GATALETTO DENTAL DIRECTOR 40.0 0.0 X 155384 0 41400 KEVIN HORNBERGER PSYCHIATRIST 40.0 0.0 X 189266 0 31286 DREW NAGELE EXEC. DIR. OF BEECHWOOD 40.0 0.0 X 152486 0 20545 JOSEPH ZAKRZEWSKI CFO UNTIL 11/16/2012 0.0 0.0 X 250000 0 0 3434091 0 750717 23 true true false DOUGLAS M BILYEU 10 MALLARD MILL RUN WALLINGFORD PA 19086 NURSING SERVICES 196024 LEONARD GRAZIANI MD 1257 LENOX ROAD JENKINTOWN PA 19046 MEDICAL SERVICES 244437 HARVEST MOON LANDSCAPING 412 KATHRYN COURT YARDLEY PA 19067 LANDSCAPING SVCS 795061 STEPHEN LIPSCHUTZ MD PO BOX 1185 LANGHORNE PA 19047 MEDICAL SERVICES 170250 MARK REBER MD 1329 WYNGATE ROAD WYNNEWOOD PA 19096 MEDICAL SERVICES 104100 6 475412 51276 382579 76204 909267 TUITION AND BOARD 624310 110767459 110767459 THERAPIES AND ANCILLARY 624310 6473830 6473830 WORKSHOP INCOME 624310 112245 112245 OTHER RESIDENT REVENUE 624310 676642 676642 118030176 46611 46611 388 388 0 0 0 0 0 132857 475412 203459 -70602 -70602 0 0 MANAGEMENT FEES 900099 319078 319078 REBATES 900099 63686 63686 382764 119298604 118412940 -23603 0 0 0 0 2639127 2382558 256569 0 65955324 63596762 2294586 63976 5860584 5483511 349686 27387 9334584 8461525 829438 43621 8551273 8185082 326231 39960 0 657704 260517 397187 292932 292932 0 0 74950 74950 4779903 4694001 66335 19567 102261 3233 99028 219778 169609 50169 24305 24305 0 2363645 2346820 16825 255382 255382 0 55018 40987 14031 1058135 962903 95232 0 3192795 2745804 446991 1133552 193988 939564 FOOD 2488494 2488494 ADMINISTRATION/SERVICE CONTRAC 2049474 2049474 PURCHASED SUPPLIES/FACILITY SU 3349175 3117537 231638 MEMBERSHIP DUES/SUBSCRIPTIONS/ 105283 105283 992650 270494 680420 41736 115536328 103406237 11637275 492816 23566062 20142634 11604944 7240465 0 0 21223965 23457289 0 0 0 0 697664 26041 161972 106886 1257176 1294886 99476894 56813677 39339866 42663217 571199 584086 0 0 0 0 0 0 3053793 3509162 101476641 99024666 12167677 13610728 0 0 3326366 2156109 24467150 23632142 0 0 0 0 0 665000 0 0 31806317 39523115 71767510 79587094 X 26515427 18082319 3193704 1355253 0 0 29709131 19437572 101476641 99024666 X 3762276 11299 -14045134 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236567 236567 76841765 41179733 35662032 7362958 5659741 1703217 15035604 9974203 5061401 42663217 0 LIFE CARE AGREEMENT 74796 ACCRUED PENSION 34637237 SELF INSURANCE RESERVES 150000 SELF INSURANCE RESERVES- WORKER'S 4661082 39523115 X FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 A tax position is recognized or derecognized by the obligated group 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, 2012 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 false 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. Gala 267639 183419 84220 8216 49587 15500 23849 Run for Woods 227773 179136 48637 11712 11143 2910 80542 0 495412 362555 132857 19928 60730 18410 104391 203459 -70602 X true true X X X X X true true false false false false false true false TIMOTHY GRAHAM CFO/TREASURER 253122 0 35000 0 1038 0 42081 0 17695 0 348936 0 0 0 DIANA RAMSAY CEO/PRESIDENT/TRUSTEE 540636 0 186568 0 279745 0 278743 0 18478 0 1304170 0 0 0 PETER SHUBIAK COO/VICE PRESIDENT 302821 0 87210 0 6456 0 67830 0 10707 0 475024 0 0 0 JOSEPH ZAKRZEWSKI CFO UNTIL 11/16/2012 0 0 0 0 250000 0 0 0 0 0 250000 0 0 0 JULIA PFISTER VICE PRESIDENT OF HR 183977 0 25000 0 6383 0 25493 0 13424 0 254277 0 0 0 SCOTT SPREAT VICE PRESIDENT 238396 0 42174 0 6491 0 65477 0 17716 0 370254 0 0 0 HILARY STEPHENS VICE PRESIDENT 141149 0 0 0 25357 0 0 0 11425 0 177931 0 0 0 CHERYL KAUFFMAN ASSOCIATE VP 123060 0 20000 0 0 0 25322 0 16808 0 185190 0 0 0 DR HARRY GETZ MEDICAL DIRECTOR 179372 0 3000 0 0 0 36100 0 10187 0 228659 0 0 0 DR MARY ANN GATALETTO DENTAL DIRECTOR 150384 0 5000 0 0 0 24067 0 17333 0 196784 0 0 0 KEVIN HORNBERGER PSYCHIATRIST 189266 0 0 0 0 0 15790 0 15496 0 220552 0 0 0 DREW NAGELE EXEC. DIR. OF BEECHWOOD 146486 0 6000 0 0 0 18352 0 2193 0 173031 0 0 0 Part I, Line 1a Housing allowance Woods Services agrees to provide reasonable interim living expenses for up to 6-months to a maximum of $3,500 a month as well as reimbursement of relocation expenses to a maximum of $9,500 as approved by the Compensation and Benefits Committee. Two competitive bids will be required for the relocation expenses. Part I, Line 4a Joseph Zakrzewski, CFO until 11/16/2012, severance paid in 2014 of $250,000. Part I, Line 4B A nonqualified deferred compensation plan under Section 457(f) of the Internal Revenue Code was established for the CEO, CFO and COO. The CEO, Diana Ramsay, had contributions totaling $552,628 for calendar year 2014. The vested portion of $270,294 was included in her Form W-2 for 2014 and presented as such on Schedule J, Part II, Column b(iii); the non-vested portion of $232,145 is included on Schedule J, Part II, column c as deferred compensation. The CFO, Timothy Graham, had a contribution of $24,851, which is non-vested and therefore, is included on Schedule J, Part II, column c as deferred compensation. The COO, Peter Shubiak, had a contribution of $33,604, which is non-vested and therefore, is included on Schedule J, Part II, column c as deferred compensation. Part I, Line 7 Bonuses are based on a number of variables including but not limited to individual goal achievements as well 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 0 0 24769194 0 0 0 0 0 0 4265839 0 3310334 2016 true false true true A false false false false 0 false false false false A false true false false 0 false 0 false false A false X 11 76204 FMV 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, Line 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. ALL REPORTED CONFLICTS ARE INVESTIGATED DEPENDING ON THE NATURE OF THE CONFLICT AND 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 Organization does not have any paid employees; all compensation to officers reported on Part VII of the Form 990 was paid by a related organization. The process used to determine compensation for these individuals is reported on that Organization's Form 990 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 AND 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 PERSONNEL/PENSION COMMITTEE DOCUMENTS THE FINAL RECOMMENDATIONS AND DETERMINATIONS. Form 990, Part VI, Line 19: Availability of Documents: GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR PUBLIC REVIEW UPON REQUEST. RECONCILIATION OF NET ASSETS: FORM 990, PART XI, LINE 5 Transfer to affiliate (tabor) ($2,375,000) OTHER CHANGES IN PENSION LIABILITY ($8,070,134) TRANSFER TO WOODS SERVICES FOUNDATION ($3,600,000) ------------- TOTAL LINE 5 ($14,045,134) ============= WOODS SERVICES FOUNDATION PO BOX 36 LANGHORNE PA 19047 232322137 FUNDRAISING PA 501 (C)(3) 07 WOODS RES false BRIAN'S HOUSE PRICE LANE 757 SPRINGDALE DRIVE EXTON PA 19341 232752842 RESIDENT ORG PA 501 (C)(3) 09 BRIANS HOUSE false WOODS RESOURCES INC PO BOX 36 LANGHORNE PA 19047 232322136 PARENT PA 501 (C)(3) 11-I NA false ALLIES INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 223677684 RESIDENT ORG NJ 501 (C)(3) 07 WOODS RES false BRIAN'S HOUSE INC 757 SPRINGDALE DRIVE EXTON PA 19341 231990596 RESIDENT ORG PA 501 (C)(3) 09 WOODS RES false WOOD SERVICES WORKERS COMPENSATION PO BOX 36 LANGHORNE PA 19047 232407907 WORKERS COMP PA 501 (C)(4) WOODS RES false ALLIES HOMES INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 760752597 RESIDENT ORG NJ 501 (C)(3) 07 ALLIES INC false ALLIES HOMES 2004 INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 204671567 RESIDENT ORG NJ 501 (C)(3) 07 ALLIES INC false ALLIES HOMES INC 2005 INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 205666181 RESIDENT ORG NJ 501 (C)(3) 09 ALLIES INC false ALL HOMES DEVELOPMENT INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 364638903 RESIDENT ORG NJ 501 (C)(3) 07 ALLIES INC false woods affiliation corp po box 36 langhorne PA 19047 320450302 holding corp PA 501 (C)(3) 07 woods res false ALLIES HOMES 2009 INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 273720171 RESIDENT ORG NJ 501 (C)(3) 07 ALLIES INC false DREAMSCAPES- BUILDING VISIONS INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 452122459 RESIDENT ORG NJ 501 (C)(3) 09 ALLIES INC false MIDDLETOWN HOMES INC 1262 WHITEHORSE- HAMILTON SQ RD HAMILTON NJ 08690 455106534 RESIDENT ORG NJ 501 (C)(3) 07 ALLIES INC false ARCHWAY PROGRAMS INC 280 JACKSON ROAD PO BOX 668 ATCO NJ 08004 222401037 RESIDENT ORG NJ 501 (C)(3) 07 WOODS RES false ARCHWAY FOUNDATION INC 280 JACKSON ROAD PO BOX 668 ATCO NJ 08004 521782940 RESIDENT ORG NJ 501 (C)(3) 07 ARCHWAY false TABOR SERVICES INC 601 NEW BRITAIN ROAD DOYLESTOWN PA 18901 232660436 SUPPORTING PA 501 (C)(3) 11-I woods res false TABOR CHILDREN'S SERVICES INC 601 NEW BRITAIN ROAD DOYLESTOWN PA 18901 232148612 CHILD WELFARE PA 501 (C)(3) 07 TABOR svcs false SOUTHERN HOME SERVICES 601 NEW BRITAIN ROAD DOYLESTOWN PA 18901 231352550 CHILD WELFARE PA 501 (C)(3) 07 TABOR svcs false Tabor Northern Community Partners 57 east armat street philadelphia PA 19144 463728190 community ag PA 501 (C)(3) 09 Tabor ch svc false TABOR CHILDREN'S HOUSE 601 NEW BRITAIN ROAD DOYLESTOWN PA 18901 232539505 CHILD WelFARE PA 501 (C)(3) 07 TABOR svcs false false false false false false false false false false false false true false true true true true true false