2015-05-13T17:52:53-05:00 2014-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2013-07-01 231322002 WOODS SERVICES INC % STACEY COLOSIMO WOOD 2157504000 PO BOX 36 Suite LANGHORNE PA 19047 TIMOTHY GRAHAM CFO 2157504000 2015-05-11 true Frank Giardini P00532355 2157504000 2015-05-13 2013 2016-02-25 16:41:14Z DIANA L RAMSAY PO BOX 36 LANGHORNE PA 19047 116660704 false X WWW.WOODS.ORG X 1949 PA WOODS SERVICES SERVES CHILDREN, ADOLESCENTS AND ADULTS WITH DISABILITIES. 14 14 2494 62 0 0 2175088 2056761 116735989 114277851 53836 69179 331263 135762 119296176 116539553 0 0 0 0 91007305 90616943 0 0 0 24250511 22609278 115257816 113226221 4038360 3313332 101559309 101476641 70925591 71767510 30633718 29709131 WOODS SERVICES SERVES CHILDREN, ADOLESCENTS AND ADULTS WITH INTELLECTUAL DISABILITIES, DEVELOPMENTAL DISABILITIES, SIGNIFICANT MENTAL HEALTH AND/OR BEHAVIORAL PROBLEMS & TRAUMATIC BRAIN INJURIES. false false 102566648 114488564 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. 102566648 true true false false false false false false false false true false false false true false 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 2494 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false X STACEY COLOSIMO 2157504000 PO BOX 36 LANGHORNE PA 19047 X KAREN BLOOD VICE CHAIRMAN 1.0 1.0 X X 0 0 0 Peter Bodenheimer PAST CHAIRMAN 1.0 2.5 X X 0 0 0 CECILIA VEGA 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 1.5 X 0 0 0 MARY FAULKNER TRUSTEE 1.0 2.0 X 0 0 0 HEATHER FEHN TRUSTEE 1.0 1.0 X 0 0 0 PHILIP GRUBER TRUSTEE 1.0 1.0 X 0 0 0 SIMON KIMMELMAN TRUSTEE 1.0 1.0 X 0 0 0 TRIP MCMAHON TRUSTEE 1.0 1.0 X 0 0 0 Mitchell Pozez TRUSTEE 1.0 2.0 X 0 0 0 Barry Sharer TRUSTEE 1.0 1.0 X 0 0 0 JOANNE TARNOFF Trustee 1.0 2.0 X 0 0 0 Mark Williams TRUSTEE 1.0 1.0 X 0 0 0 TIMOTHY GRAHAM CFO/TREASURER 45.0 10.0 X 160666 0 11717 JULIA PFISTER Vice President of HR 48.0 7.0 X 163955 0 29574 Diana Ramsay CEO/ President 47.0 8.0 X 619260 0 55924 Peter Shubiak COO/ Vice President 45.0 10.0 X 358399 0 42580 SCOTT SPREAT VICE PRESIDENT 50.0 5.0 X 230477 0 64674 DR HARRY GETZ medical director 40.0 X 195762 0 52559 KEVIN HORNBERGER Psychiatrist 40.0 X 181933 0 21844 MARK REBER DIRECTOR PSYCHIATRY 40.0 X 155428 0 35641 DR MARY ANN GATALETTO Dental Director 40.0 X 153228 0 37716 DREW NAGELE Exec. Dir. of Beechwood 40.0 X 149712 0 9887 Joseph Zakrzewski CFO Until 11/16/2012 0.0 0.0 X 250000 0 0 Steve Tuttle Vice President Until 6/25/2013 0.0 0.0 X 129248 0 8697 2748068 0 370813 19 true true false DOUGLAS M BILYEU 10 MALLARD MILL RUN WALLINGFORD PA 19086 NURSING SERVICES 244209 STEPHEN LIPSCHUTZ MD PO BOX 1185 LANGHORNE PA 19047 MEDICAL SERVICES 167077 LEONARD GRAZIANI 1257 LENOX ROAD JENKINTOWN PA 19046 MEDICAL SERVICES 168750 ALAN BILKSY MD 769 EASTWIN CIRCLE DRESHER PA 19025 MEDICAL SERVICES 105280 HARVEST MOON LANDSCAPING 412 KATHRYN COURT YARDLEY PA 19067 LANDSCAPING SVCS 566895 6 88300 550409 1418052 246319 2056761 TUITION AND BOARD 624310 104671481 104671481 THERAPIES AND ANCILLARY 624310 8936037 8936037 WORKSHOP INCOME 624310 127470 127470 OTHER RESIDENT REVENUE 624310 542863 542863 114277851 68428 68428 751 751 0 0 0 0 0 46200 88300 121151 -74951 -74951 0 0 MANAGEMENT FEES 900099 147931 147931 REBATES 900099 62782 62782 210713 116539553 114488564 -5772 0 0 0 0 2373122 2373122 64570496 62679153 1891343 0 0 0 0 5705809 5356123 349686 9736900 8907462 829438 8230616 7904384 326232 0 266194 266194 301938 301938 0 0 124904 124904 3851856 3662845 189011 113864 11500 102364 182054 155209 26845 140434 140434 0 2726495 2572462 154033 286447 286447 0 50727 46310 4417 1046762 952553 94209 0 2820518 2425646 394872 1029260 24714 1004546 FOOD 2554843 2554843 ADMINISTRATION/SERVICE CONTRAC 2247250 677053 1570197 PURCHASED SUPPLIES/FACILITY SU 2692465 2609432 83033 HEALTH SERVICES 453982 453982 1719285 1146096 573189 113226221 102566648 10659573 0 17474113 23566062 14849871 11604944 0 0 26944163 21223965 0 0 0 0 738677 697664 97585 161972 1440122 1257176 93350908 54011042 37791697 39339866 676331 571199 0 0 0 0 0 0 1546750 3053793 101559309 101476641 14582244 12167677 0 0 2297595 3326366 24548930 24467150 0 0 0 0 0 0 0 0 29496822 31806317 70925591 71767510 X 28231016 26515427 2402702 3193704 0 0 30633718 29709131 101559309 101476641 X 3313332 86502 -4324421 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236567 236567 72530758 39101433 33429325 6362139 5261722 1100417 14221444 9647887 4573557 39339866 0 LIFE CARE AGREEMENT 74796 ACCRUED PENSION 27079278 SELF INSURANCE RESERVES 150000 SELF INSURANCE RESERVES- WORKER'S 4502243 31806317 X FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 Wood Resources, Inc. and Affiliates ("woods") is the controlling corporation of an affiliated group of not-for-profit corporations that provide a broad range of human services to people with special needs and challenges. Services include education, healthcare, rehabilitation, therapeutic activities, short- and long term residential care, and an array of related services. Woods qualifies as a tax exempt organization under Section 501(c)(3) of the Internal Revenue Code, as an organization that is not a private foundation as defined in Section 509(a) of the Code. A tax position is recognized or derecognized by Woods based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. Woods does not believe its consolidated financial statements include any material uncertain tax positions. Woods' federal exempt organization business income tax returns for the fiscal years ended June 30, 2013, 2012 and 2011 remain 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. Centennial Gala 134500 88300 46200 88942 13000 19210 0 134500 88300 46200 88942 13000 19210 121152 -74952 X X X X true false false false false false false false false TIMOTHY GRAHAM CFO/TREASURER 160037 0 0 0 629 0 0 0 11717 0 172383 0 0 0 JULIA PFISTER Vice President of HR 136435 0 22440 0 5080 0 14409 0 15165 0 193529 0 0 0 Diana Ramsay CEO/ President 470097 0 139230 0 9933 0 44632 0 11292 0 675184 0 0 0 Peter Shubiak COO/ Vice President 274223 0 76500 0 7676 0 33366 0 9214 0 400979 0 0 0 SCOTT SPREAT VICE PRESIDENT 188321 0 35440 0 6716 0 47175 0 17499 0 295151 0 0 0 DR HARRY GETZ medical director 192762 0 3000 0 0 0 35106 0 17453 0 248321 0 0 0 KEVIN HORNBERGER Psychiatrist 181933 0 0 0 0 0 14029 0 7815 0 203777 0 0 0 MARK REBER DIRECTOR PSYCHIATRY 155428 0 0 0 0 0 18297 0 17344 0 191069 0 0 0 DR MARY ANN GATALETTO Dental Director 148228 0 5000 0 0 0 20392 0 17324 0 190944 0 0 0 DREW NAGELE Exec. Dir. of Beechwood 143712 0 6000 0 0 0 9887 0 0 0 159599 0 0 0 Joseph Zakrzewski CFO Until 11/16/2012 0 0 0 0 250000 0 0 0 0 0 250000 0 0 0 Steve Tuttle Vice President Until 6/25/2013 92920 0 35000 0 1328 0 0 0 8697 0 137945 0 0 0 Part I, Line 4a Joseph Zakrzewski, CFO until 11/16/2012, severance paid in 2013 of $250,000 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 1921133 0 7575788 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 4 246319 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. Describe the PROCESS USED BY MANAGEMENT & GOVERNING BODY TO REVIEW 990: FORM 990, PART VI - QUESTION 11B The tax return is reviewed by the Corporate Controller AND Chief Financial Officer. The tax return is provided to all Board Members for their review prior to filing with the Internal Revenue Service. Description of Process to Monitor Transactions for Conflicts of Interest: Form 990, Part VI, Question 12c 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. Offices & Positions for Which Process was Used & Year Process was Begun: FORM 990, PART VI, QUESTIONS 15A AND 15B COMPENSATION FOR THE CEO AND OTHER OFFICERS (VICE PRESIDENTS) IS DETERMINED THROUGH A PROCESS OVERSEEN BY AN INDEPENDENT TRUSTEE IN HIS/HER ROLE AS CHAIRMAN OF THE PERSONNEL/PENSION 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 CHARIMAN OF THE PERSONNEL/PENSION COMMITTEE DOCUMENTS THE FINAL RECOMMENDATIONS AND DETERMINATIONS. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public: Form 990, Part VI, Question 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR PUBLIC REVIEW UPON REQUEST. FUNDRAISING EXPENSES: FORM 990, PART IX WOODS SERVICES, INC.'S AFFILIATE, WOODS SERVICES FOUNDATION, PERFORMS FUNDRAISING FOR WOODS SERVICES AND OTHER RELATED ENTITIES. THEREFORE, WOODS SERVICES, INC. DOES NOT HAVE ANY FUNDRAISING EXPENSES TO REPORT IN FORM 990, PART IX. RECONCILIATION OF NET ASSETS: FORM 990, PART XI, LINE 5 Transfer to affiliate (archway programs) ($1,500,000) OTHER CHANGES IN PENSION LIABILITY ($2,811,812) TRANSFER TO WOODS SERVICES FOUNDATION ($12,609) ------------- TOTAL LINE 5 ($4,324,421) ============= 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 ALLIES COLORADO INC 300 S JAMAICA COURT NO 200 AURORA CO 80014 262799507 RESIDENT ORG CO 501 (C)(3) 07 ALLIES INC 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 false false false false false false false false false false false false false false false true true false true