2014-05-13T07:40:59-07:00 2013-06-30 MCGLADREY LLP 1001 LAKESIDE AVE SUITE 200 CLEVELAND OH 441141152 990 2012-07-01 340714571 APPLEWOOD CENTERS INC APPL 2166965800 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 MELANIE FALLS 2166965800 2014-05-13 true ZACHARY FORTSCH 2165231900 2014-05-10 2012 2015-11-30 17:44:51Z MELANIE FALLS 10427 DETROIT AVE CLEVELAND OH 44102 16736717 false X WWW.APPLEWOODCENTERS.ORG X 1832 OH APPLEWOOD CENTERS IS AN INNOVATIVE NOT-FOR-PROFIT AGENCY AND A LEADER IN IMPROVING THE LIVES OF CHILDREN IN OHIO. APPLEWOOD PROVIDES HIGH QUALITY BEHAVIORAL, HEALTHCARE AND SOCIAL SERVCIES FOR CHILDREN, FROM BIRTH TO AGE 21, AND THEIR FAMILIES. 23 23 314 25 0 838859 529492 14029721 12600875 441141 844394 202542 202825 15512263 14177586 821462 817181 0 9849179 8166384 0 168646 5801784 5202790 16472425 14186355 -960162 -8769 24517717 24554751 4742634 4012552 19775083 20542199 X APPLEWOOD CENTERS IS AN INNOVATIVE NOT-FOR-PROFIT AGENCY AND A LEADER false false 6838209 7315237 COMMUNITY SERVICE & COUNSELING: COUNSELING & PSYCHIATRY SERVICES: COUNSELING FOR CHILDREN UP TO AGE 21 AND THEIR FAMILIES. COUNSELING IS PROVIDED BY LICENSED SOCIAL WORKERS, COUNSELORS, PSYCHOLOGISTS AND PSYCHIATRISTS. IT INCLUDES INDIVIDUAL, FAMILY, AND GROUP THERAPY. SERVICES ARE DELIVERED IN HOMES, SCHOOLS, COMMUNITY LOCATIONS AND APPLEWOOD OFFICES. PSYCHIATRY SERVICES: THESE SERVICES INCLUDE PSYCHIATRIC EVALUATIONS, MEDICATION MANAGEMENT AND COLLABORATION WITH PRIMARY CARE PHYSICIANS REGARDING PSYCHIATRIC MEDICATIONS. AFTER SCHOOL PROGRAMS: INDIVIDUAL, FAMILY AND GROUP THERAPY FOR CHILDREN IN GRADES K-8 WHO REQUIRE INTENSIVE BEHAVIORAL HEALTH INTERVENTION, BUT ARE ABLE TO LIVE AT HOME. SCHOOL BASED PROGRAMS: THESE SERVICES INCLUDE INDIVIDUAL COUNSELING AND PREVENTION GROUPS FOR STUDENTS, CLASSROOM OBSERVATION AND CONSULATION WITH TEACHERS, PARENTS AND OTHER SCHOOL PERSONNEL, AND EDUCATIONAL PRESENTATIONS FOR TEACHERS, STUDENTS AND PARENTS. . EARLY CHILDHOOD MENTAL HEALTH: SERVICES FOR CHILDEN, BIRTH TO AGE 6, WHO ARE EXPERIENCING SOCIAL, EMOTIONAL, OR BEHAVIORAL DIFFICULTIES AND PROVIDES SOLUTIONS TO PARENT-CHILD RELATIONSHIP DIFFICULTIES. . SPECIAL NEEDS CHILD CARE CONSULATIONS: FOR CHILD CARE PROVIDERS, PARENTS, AND HOME-BASED CAREGIVERS IN CUYAHOGA COUNTY. PROVIDING SPECIAL TRAINING IN WORKING WITH CHILDREN WITH SPECIAL NEEDS TO HELP DECREASE SUSPENSION OR EXPULSION FROM DAY CARE. . COMMUNITY PSYCHIATRIC SUPPORTIVE TREATMENT (CPST): A NUMBER OF CPST TEAMS PROVIDE SERVICES FOR CHILDREN AND YOUTHS WITH EMOTIONAL AND BEHAVIORAL DISTURBANCES, WHO HAVE BEEN WITNESSES TO VIOLENCE, WHO ARE REUNIFYING WITH THEIR FAMILIES AND/OR ARE IN CONFLICT WITH THEIR PARENTS. . MULTISYSTEMIC THERAPY (MST): THERAPEUTIC AND CASE MANAGEMENT SERVICES FOR YOUTHS WITH SERIOUS BEHAVIORAL PROBLEMS AND AT RISK OF BECOMING INVOLVED WITH THE JUVENILE JUSTICE SYSTEM, AND FOR YOUTHS EXHIBITING PROBLEMATIC SEXUAL BEHAVIORS. . APPLEWOOD PROVIDES OVER 86,000 HOURS OF MENTAL HEALTH COUNSELING THROUGH THEIR CUYAHOGA AND LORAIN OFFICES. 2842957 326689 2966949 RESIDENTIAL TREATMENT SERVICES: RESIDENTIAL TREATMENT IS OFFERED FOR ADOLESCENTS FROM AGES 11 TO 18. PARTIAL HOSPITALIZATION: PROVIDES INTENSIVE GOAL FOCUSED GROUP TREATMENT FOR CHILDREN IN GRADES K-12 WHO HAVE EXPERIENCED SIGNIFICANT TRAUMA. THROUGH APPLEWOOD CENTERS' TWO RESIDENTIAL PROGRAMS OVER 4,900 BED DAYS WERE PROVIDED TO APPROXIMATELY 42 CLIENTS. 1444858 490492 1163578 FOSTER CARE & ADOPTION: APPLEWOOD CENTERS IS LICENSED BY THE STATE OF OHIO TO CERTIFY AND SUPERVISE SERVICES FOR FOSTER CARE PROVIDED TO CHILDREN FROM BIRTH TO ADOLESCENCE. SPECIALIZED FOSTER CARE SERVICES ARE OFFERED FOR CHILDREN WITH BEHAVIORAL AND/OR MENTAL HEALTH CONDITIONS THAT REQUIRE INTENSIVE SERVICES. APPLEWOOD IS ALSO LICENSED BY THE STATE OF OHIO TO PARTICIPATE IN THE ADOPTIVE PLACEMENT OF CHILDREN. A MAJOR FOCUS OF THE ADOPTION PROGRAM IS WORKING WITH PLACING AGENCIES TO FACILITATE T 993262 1155111 EDUCATIONAL SERVICES: ELEANOR GERSON HIGH SCHOOL OFFERS AN ALTERNATIVE SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 9-12 WHO HAVE NOT BEEN SUCCESSFUL SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 9-12 WHO HAVE NOT BEEN SUCCESSFUL SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 9-12 WHO HAVE NOT BEEN SUCCESSFUL SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 9-12 WHO HAVE NOT BEEN SUCCESSFUL SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 9-12 WHO HAVE NOT BEEN SUCCESSFUL SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 9-12 WHO HAVE NOT BEEN SU 993262 1155111 12119286 true true false false false false false false false true true false false true true true true true false false false false false false false false false false true true false false false false false false false false false false false false false true false false false true 33 0 true 314 true false false false false false true true false false false false X 23 23 false false false false true true true true true false false true true true true true true false false false OH X THOMAS BROWNE 2169322800 22001 FAIRMOUNT BLVD SHAKER HTS OH 44118 JOAN AINSWORTH 1.00 X X 0 0 0 RICHARD BAMBERGER 1.00 X 0 0 0 TOM BECHTEL 1.00 X X 0 0 0 PETER BOLBACH 1.00 X X 0 0 0 DAN BRAGG 1.00 X 0 0 0 MICHAEL DEMINICO 1.00 X 0 0 0 JAMES HOGG 1.00 X 0 0 0 JOAN ROSS 1.00 X 0 0 0 THOMAS STAFFORD 1.00 X 0 0 0 EDWARD BLAKEMORE 1.00 X 0 0 0 REV JOHN BLAZEK 1.00 X 0 0 0 MIKE CHERAVITCH 1.00 X 0 0 0 RYAN DOBROKA 1.00 X 0 0 0 KATHERINE FRIEDELL 1.00 X 0 0 0 SUSAN LAPINE 1 X DANIEL MARGOLIS 1 X DICK MICHEL 1 X LYNN MILLINER 1 X PAT MULLOY 1 X CARLA O'DAY 1 X WILLIAM PERSELL 1 X DAN SANSON 1 X EUGENE STROMBERG 1 X MELANIE FALLS 40 X 120342 4618 ADAM JACOBS 13 X 393881 95724 389229 646400 160881 3 false true false LACHHWANI PILAR MD 2749 SHAKERCREST BLVD BEACHWOOD OH 44122 PSYCHIATRY 141039 1 72165 4500 105859 346968 529492 MEDICAID 900099 6957173 BOARD AND CARE 623990 2569880 THERAPEUTIC CARE 624100 1919436 EDUCATION 900099 1154386 12600875 427022 427022 62925 23470 39455 39455 39455 2953033 2535661 417372 417372 417372 4500 CONTRACT SERVICE INCOME 900099 19306 19306 MISCELLANEOUS 900099 116221 116221 RECORD SEARCH FEES 900099 11083 11083 16760 16760 163370 14177586 12764245 883849 817181 817181 125134 0 125134 0 6720270 6678645 41625 0 640248 607860 32388 0 680732 660289 20443 0 22429 0 22429 0 86720 0 86720 0 54623 0 54623 0 402718 375012 27706 0 25083 16836 920 7327 254954 234601 19986 367 158225 147323 5197 5705 861451 650937 210514 0 209375 205140 3819 416 0 0 0 0 48493 0 48493 0 2261637 1259904 847296 154437 494511 334658 159853 0 145223 0 145223 0 STAFF DEVELOPMENT 68072 53802 14270 0 ADMINISTRATIVE EXPENSES 34690 2599 31697 394 PROGRAM SUPPLIES 5964 5964 0 0 BAD DEBT 54518 54518 0 0 14104 14017 87 0 14186355 12119286 1898423 168646 713000 1117484 164776 146967 2247092 1435661 74437 83890 19528775 10047440 9670678 9481335 5484732 5692113 6163002 6597301 24517717 24554751 1522742 1318496 2629 13268 340632 327446 2630288 2108751 246343 244591 4742634 4012552 X 11819487 12828515 144809 233540 7810787 7480144 19775083 20542199 24517717 24554751 X -8769 775885 X false true X true false X 1898120 1920527 1045677 838859 529492 6232675 1898120 1920527 1045677 838859 529492 6232675 6232675 555650 370066 219022 453639 489947 2088324 101332 62550 307086 195829 163370 830167 9151166 0.68110 0.78840 X 0 0 0 OTHER INCOME PART II, LINE 10; 2008: 101332.; 2009: 62550.; 2010: 307086.; 2011: 195829.; 2012: 163370.; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1775415 15000 236900 1143372 883943 1758415 17000 12050 12050 1775415 1537214 5000 319256 103055 1758415 1351093 6053 180068 1537214 5000 3020153 1612978 61082 1351093 1.00000 true false 319257 319257 16694364 7710138 8984226 84090 34785 49305 2196967 2142962 54005 234097 159555 74542 9481335 BWC/UNEMPLOYMENT DEPOSIT 1100 BENEFICIAL INTEREST IN PERPETUAL TRUST 6596201 6597301 PAYABLE TO THIRD PARTIES 244317 DEPOSITS 274 244591 X 15112937 215056 135996 584299 935351 14177586 14177586 14345821 135996 23470 159466 14186355 14186355 Pt V Line 4 THE INTENDED USE OF THE ENDOWMENT FUND IS FOR THE CONTINUING SUPPORT AND DEVELOPMENT OF AGENCY PROGRAMS AND OTHER CAPITAL NEEDS. Pt X Line 2 THE FINANCIAL ACCOUNTING STANDARDS BOARD PROVIDES GUIDANCE FOR HOW UNCERTAIN INCOME TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS.THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING TAX RETURNS TO DETERMINE WHETHER THE POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLDS WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. FOR THE YEAR ENDED JUNE 30, 2013, MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. Pt XI Line 2d CHANGE IN THE VALUE OF BENEFICIAL TRUST 560,829 RENT EXPENSE NOT INCLUDED IN STATEMENT OF REVENUE 23,470 TOTAL TO SCHEDULE D, PART XI LINE 2D 584,299 Pt XII Line 2d RENT EXPENSE NOT INCLUDED IN FUNCTIONAL EXPENSES 23,470 true PAYMENTS TO FOSTER CARE PROVIDERS 29 490492 ACTUAL PAYMENTS TO FOSTER CARE PROVIDERS FOOD PROVIDED TO CLIENTS IN RESIDENCE HALLS 42 80448 ACTUAL FOOD PROVIDED TO CLIENTS IN RESIDENCE HALLS RECREATIONAL ACTIVITIES FOR CLIENTS 42 3808 ACTUAL RECREATIONAL ACTIVITIES FOR CLIENTS TRANSPORTATION FOR CLIENTS 42 225781 ACTUAL TRANSPORTATION FOR CLIENTS CLOTHING PROVIDED FOR CLIENTS 42 902 ACTUAL CLOTHING PROVIDED FOR CLIENTS GRADUATION EXPENSE FOR CLIENTS 42 2588 ACTUAL GRADUATION EXPENSE FOR CLIENTS MEDICAL SUPPLIES FOR CLIENTS IN RESIDENCE 42 7037 ACTUAL MEDICAL SUPPLIES FOR CLIENTS IN RESIDNCE PERSONAL HYGIENE ITEMS FOR CLIENTS 42 6125 ACTUAL PERSONAL HYGIENE ITEMS FOR CLIENTS Pt I Line 2 OTHER ASSISTANCE IS MONITORED THROUGH INVOICES AND EXPENSE REPORTS THAT ARE SUBMITTED BY EMPLOYEES, FOSTER PARENTS AND COMPANIES THAT PROVIDE SERVICES OR SUPPLIES. EACH INVOICE AND EXPENSE REPORT IS APPROVED BY THE APPROPRIATE SUPERVISOR BEFORE IT IS PAID. Pt III, col (b) AN ACTUAL COUNT OF RECIPIENTS WAS DONE FOR EACH TYPE OF ASSISTANCE. X X false true false false false false false true false ADAM JACOBS 346262 40000 7619 64422 31303 489606 THOMAS BROWNE 226633 18250 7636 37833 13198 303550 5416 Pt I Line 4b ADAM JACOBS ACCRUED DEFERRED COMPENSATION OF $64,422 TO A SUPPLEMENTAL NON-QUALIFIED 457(F) PLAN. TOM BROWNE ACCRUED DEFERRED COMPENSATION OF $37,833 TO A SUPPLEMENTAL NON-QUALIFIED 457(F) PLAN. Pt I Line 7 BONUSES ARE DISCRETIONARY BASED UPON EVALUATION OF ANNUAL PERFORMANCE Pt VI, Line 6 WINGSPAN CARE GROUP IS THE SOLE MEMBER OF APPLEWOOD CENTERS, PER THE AMENDED/REVISED ARTICLES FILED 12/31/2007. Pt VI, Line 7a WINGSPAN CARE GROUP HAS THE POWER TO ELECT MEMBERS TO THE GOVERNING BODY OF APPLEWOOD CENTERS. Pt VI, Line 7b WINGSPAN CARE GROUP HAS THE POWER TO APPROVE ALL DECISIONS MADE BY THE GOVERNING BODY OF APPLEWOOD CENTERS. Pt VI, Line 11b THE PRELIMINARY 990 IS REVIEWED BY MCGLADREY LLP, THE FINANCE DIRECTOR AND THE CFO. IT IS THEN PRESENTED TO THE PRESIDENT AND EXECUTIVE DIRECTOR FOR REVIEW. A COPY OF THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR FILING. Pt VI, Line 12c THE CONFLICT OF INTEREST POLICY REQUIRES THAT ON AN ANNUAL BASIS, EACH BOARD MEMBER COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS STATEMENT IS DISTRIBUTED AND COLLECTED BY THE CHAIR OF THE RISK MANAGEMENT COMMITTEE OF THE BOARD. EACH DISCLOSURE STATEMENT THAT CONTAINS A "YES" ANSWER TO ANY ONE OR MORE QUESTION IS GIVEN TO THE EXECUTIVE DIRECTOR AND THE BOARD PRESIDENT WHO BRINGS THE MATTER, IF MATERIAL, TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS AND WHETHER IT IS MATERIAL. Pt VI, Line 19 APPLEWOOD CENTERS' CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. ALL DOCUMENTS ARE LOCATED AT 22001 FAIRMOUNT BLVD. SHAKER HTS. OH 44118. THE COMPANY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON THE WEBSITE OF THE OHIO SECRETARY OF STATE. Pt XI NET UNREALIZED GAIN ON INVESTMENTS: 215,056 Form 990, Part III, Line 4d EDUCATIONAL SERVICES: ELEANOR GERSON HIGH SCHOOL OFFERS AN ALTERNATIVE 993262. 0. 1155111. CHANGE IN VALUE OF BENEFICIAL TRUST: 560,829 BELLEFAIRE JEWISH CHILDREN'S BUREAU 22001 FAIRMOUNT BLVD SHAKER HTS OH 44118 340714630 SOCIAL SERVICES OH 501(C)(3) LINE 7 WINGSPAN CARE GROUP false WINGSPAN CARE GROUP 22001 FAIRMOUNT BLVD SHAKER HTS OH 44118 562327939 MANAGEMENT SERVICES OH 501(C)(3) LINE 11A, I NA false CUYAHOGA CONNECTION 22001 FAIRMOUNT BLVD SHAKER HTS OH 44118 201523856 ADVOCACY ISSUES OH 501(C)(4) N/A WINGSPAN CARE GROUP false MONARCH LIFEWORKS 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 461509517 SOCIAL SERVICES OH 501(C)(3) LINE 7 BELLEFAIRE JEWISH CHILDREN'S BUREAU false HPS LLC 3275 N M37 HIGHWAY MIDDLEVILLE MI 493330247 611590801 PURCHASING ASSOCIATION MI NA RELATED 309 false false 0.07000 false false false false false false false false false false false false true false true false false false false