2013-05-13T09:57:13-05:00 2012-06-30 420714325 MCGLADREY LLP 1001 LAKESIDE AVE SUITE 200 CLEVELAND OH 441141152 990 2011-07-01 340714571 APPLEWOOD CENTERS INC CO WINGSPAN CARE GROUP APPL 2166965800 22001 FAIRMOUNT BLVD CLEVELAND OH 44118 MELANIE FALLS 2166965800 2013-05-09 1 ZACHARY FORTSCH P00052725 2165231900 2011 2016-02-25 16:41:14Z X CO WINGSPAN CARE GROUP MELANIE FALLS 10427 DETROIT AVENUE CLEVELAND OH 44102 17574759 0 X WWW.APPLEWOODCENTERS.ORG X 1832 OH APPLEWOOD CENTERS IS AN INNOVATIVE NOT-FOR-PROFIT AGENCY THAT PROVIDES EXCEPTIONAL CARE AND ADVOCACY TO ENHANCE THE EMOTIONAL, PHYSICAL AND INTELLECTUAL WELL-BEING OF CHIDREN, YOUNG ADULTS AND FAMILIES. IN ADDITION TO PROVIDING DIRECT SERVICES, APPLEWOOD IS COMMITTED TO REMAINING AT THE FOREFRONT OF THE YOUTH SERVICES AND CHILD CARING FIELDS, RESPONDING TO EMERGING NEEDS, BUILDING KNOWLEDGE THAT CONTRIBUTES TO SERVICES TO CHILDREN YOUTH AND THEIR FAMILIES. APPLEWOOD PROVIDES ITS SERVICES WITHOUT REGARD TO RACE, RELIGION, SEX OR NATIONAL ORIGIN AND ENCOURAGES ALL CLIENTS TO DEVELOP POSITIVE IDENTIFICATION WITH THEIR OWN RELIGIOUS AND ETHNIC BACKGROUNDS. 24 24 333 98 0 0 1045677 838859 14402667 14029721 511531 441141 440576 202542 16400451 15512263 849106 821462 0 0 10051506 9849179 0 0 222125 6250182 5801784 17150794 16472425 -750343 -960162 25457079 24517717 4227981 4742634 21229098 19775083 X APPLEWOOD CENTERS IS AN INNOVATIVE NOT-FOR-PROFIT AGENCY THAT PROVIDES EXCEPTIONAL CARE AND ADVOCACY TO ENHANCE THE EMOTIONAL, PHYSICAL AND INTELLECTUAL WELL-BEING OF CHILDREN, YOUNG ADULTS, AND FAMILIES. IN ADDITION TO PROVIDING DIRECT SERVICES, APPLEWOOD IS COMMITTED TO REMAINING AT THE FOREFRONT OF THE YOUTH SERVICES AND CHILD CARING FIELDS, RESPONDING TO EMERGING NEEDS, BUILDING KNOWLEDGE THAT CONTRIBUTES TO SERVICES TO CHILDREN, YOUTH AND THEIR FAMILIES. APPLEWOOD PROVIDES ITS SERVICES WITHOUT REGARD TO RACE, RELIGION, SEX OR NATIONAL ORIGIN AND ENCOURAGES ALL CLIENTS TO DEVELOP POSITIVE IDENTIFICATION WITH THEIR OWN RELIGIOUS AND ETHNIC BACKGROUNDS. 0 0 7795430 8649213 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 SERVICES: THESE SERVICES INCLUDE INDIVIDUAL COUNSELING AND PREVENTION GROUPS FOR STUDENTS, CLASSROOM OBSERVATION AND CONSULTATION WITH TEACHERS, PARENTS AND OTHER SCHOOL PERSONNEL, AND EDUCATIONAL PRESENTATIONS FOR TEACHERS, STUDENTS, AND PARENTS.EARLY CHILDHOOD MENTAL HEALTH-SERVICES FOR CHILDREN, BIRTH TO 6, WHO ARE EXPERIENCING SOCIAL, EMOTIONAL, OR BEHAVIORAL DIFFICULTIES AND PROVIDES SOLUTIONS TO PARENT-CHILD RELATIONSHIP DIFFICULTIES.SPECIAL NEEDS CHILD CARE CONSULTATIONS: 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 OF 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 PROVIDED OVER 86,000 HOURS OF MENTAL HEALTH COUNSELING THROUGH THEIR CUYAHOGA AND LORAIN OFFICES. 3631539 3328420 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 8,700 BED DAYS WERE PROVIDED TO APPROXIMATELY 25 CLIENTS. 1562081 1222382 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 THE ADOPTION OF CHILDREN BY THEIR FOSTER PARENTS.THROUGH APPLEWOOD CENTERS' FOUR LEVELS OF FOSTER CARE OVER 11,000 BED DAYS WERE PROVIDED TO APPROXIMATELY 31 CHILDREN. 1236908 982172 EDUCATIONAL SERVICES: ELEANOR GERSON HIGH SCHOOL OFFERS AN ALTERNATIVE SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 9-12 WHO HAVE NOT BEEN SUCCESSFUL IN STANDARD EDUCATIONAL SETTINGS.GERSON MIDDLE SCHOOL OFFERS AN ALTERNATIVE SCHOOL EXPERIENCE FOR YOUTHS IN GRADES 6-8 WHO HAVE NOT BEEN SUCCESSFUL IN STANDARD EDUCATIONAL SETTINGS. 1236908 982172 14225958 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 33 0 1 333 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 0 0 0 OH X THOMAS BROWNE 2169322800 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 X RICHARD BAMBERGER 1.00 X 0 0 0 REV JOHN BLAZEK 1.00 X 0 0 0 MIKE CHERAVITCH 1.00 X 0 0 0 JAMIE COLE 1.00 X 0 0 0 MICHAEL COTICCHIA 1.00 X 0 0 0 MICHAEL DEMINICO 1.00 X 0 0 0 KATHERINE FRIEDELL 1.00 X 0 0 0 DANIEL MARGOLIS 1.00 X 0 0 0 DICK MICHEL 1.00 X 0 0 0 LYNN MILLINER 1.00 X 0 0 0 PAT MULLOY 1.00 X 0 0 0 CARLA O'DAY 1.00 X 0 0 0 WILLIAM PERSELL 1.00 X 0 0 0 JOAN ROSS 1.00 X 0 0 0 DAN SANSON 1.00 X 0 0 0 EUGENE STROMBERG 1.00 X 0 0 0 DAN BRAGG 1.00 X 0 0 0 JAMES HOGG 1.00 X X 0 0 0 TOM BECHTEL 1.00 X X 0 0 0 JOAN AINSWORTH 1.00 X X 0 0 0 PETER BOLBACH 1.00 X X 0 0 0 SUSAN LAPINE 1.00 X 0 0 0 GEOFFREY MEARNS 1.00 X 0 0 0 THOMAS STAFFORD 1.00 X 0 0 0 MELANIE FALLS 40.00 X 117893 0 3828 THOMAS BROWNE 13.00 X 0 264898 61077 ADAM JACOBS 13.00 X 0 383464 100747 JEFFREY SMITH 40.00 X 206244 0 3723 NATHANIEL JOHNS 40.00 X 202343 0 6079 526480 648362 175454 3 0 1 0 LACHHWANI PILAR MD 2749 SHAKERCREST BLVD BEACHWOOD OH 44122 PSYCHIATRY 110650 1 72165 34500 270265 461929 838859 MEDICAID 900099 7899805 7899805 BOARD & CARE 623990 3440942 3440942 THERAPEUTIC CARE 624100 1710693 1710693 EDUCATION 900099 978281 978281 14029721 412649 412649 40990 28303 12687 12687 12687 2043211 2014719 28492 28492 28492 13500 34500 19474 -5974 -5974 REIMBURSEMENTS 900099 64134 64134 MISCELLANOUS 900099 57982 57982 RECORD SEARCH FEES 900099 14595 14595 59118 15755 43363 195829 15512263 14182187 0 491217 821462 821462 125589 125589 8108919 8048146 47056 13717 708740 669871 36552 2317 905931 879106 24930 1895 52212 52212 87710 87710 53026 53026 563981 530425 33556 29667 19653 1579 8435 277600 244090 30166 3344 168857 165784 3073 1005358 800100 205258 229164 201925 7361 19878 27282 27282 52066 52066 2484340 1302755 1019371 162214 472118 316450 155668 149575 127139 22436 STAFF DEVELOPMENT 76879 56601 20068 210 ADMINISTRATIVE EXPENSES 56780 46665 10115 PROGRAM SUPPLIES 15169 15169 16472425 14225958 2024342 222125 813801 713000 323185 164776 2196211 2247092 110054 74437 19343261 9672583 9993348 9670678 5466063 5484732 6554417 6163002 25457079 24517717 1576911 1522742 16150 2629 392860 340632 2027878 2630288 214182 246343 4227981 4742634 X 12868503 11819487 175393 144809 8185202 7810787 21229098 19775083 25457079 24517717 X -960162 -493853 X X 0 1 1 X 0 X 3536038 1898120 1920527 1045677 838859 9239221 3536038 1898120 1920527 1045677 838859 9239221 9239221 141693 555650 370066 219022 453639 1740070 72849 101332 62550 307086 195829 739646 11718937 0.78840 0.84320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1758415 17000 12050 12050 1775415 1537214 5000 319256 103055 1758415 1351093 6053 180068 1537214 5000 3020153 1612978 61082 1351093 1.00000 1 0 319257 319257 16652069 7755079 8896990 45875 16056 29819 2177584 1768146 409438 148476 133302 15174 9670678 BWC/UNEMPLOYMENT DEPOSIT 7975 BENEFICIAL INTEREST IN PERPETUAL TRUST 6035372 PROPERTY FOR SALE 119655 6163002 PAYABLE TO THIRD PARTIES 244318 DEPOSITS 2025 246343 15512263 16472425 -960162 -102438 -391415 -493853 -1454015 15167167 -102438 100980 -343638 -345096 15512263 0 15512263 16621182 100980 47777 148757 16472425 0 16472425 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS FOR THE CONTINUING SUPPORT AND DEVELOPMENT OF AGENCY PROGRAMS AND OTHER CAPITAL NEEDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012, MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL TRUST -391,415. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN THE VALUE OF THE BENEFICIAL INTEREST IN PERPETUAL TRUST -391,415. RENT EXPENSE NOT INCLUDED IN STATEMENT OF REVENUE 28,303. FUNDRAISING EXPENSE NOT INCLUDED IN STATEMENT OF REVENUE 19,474. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE NOT INCLUDED IN FUNCTIONAL EXPENSES 28,303. FUNDRAISING EXPENSE NOT INCLUDED IN FUNCTIONAL EXPENSES 19,474. GOLF OUTING 48000 34500 13500 1391 12655 2846 2582 48000 34500 13500 1391 12655 2846 2582 19474 -5974 1 PAYMENTS TO FOSTER CARE PROVIDERS 52 496763 ACTUAL PAYMENTS TO FOSTER CARE PROVIDERS RESPITE PAYMENT 33 30603 ACTUAL RESPITE PROVIDERS FOR FOSTER CARE FOOD PROVIDED TO CLIENTS IN RESIDENCE HALLS 77 117702 ACTUAL FOOD PROVIDED TO CLIENTS IN RESIDENCE HALLS RECREATIONAL ACTIVITIES FOR CLIENTS 77 12532 ACTUAL RECREATIONAL ACTIVITIES FOR CLIENTS TRANSPORTATION FOR CLIENTS IN RESIDENCE 77 148323 ACTUAL TRANSPORTATION FOR CLIENTS IN RESIDENCE CLOTHING PROVIDED FOR CLIENTS IN RESIDENCE 77 1719 ACTUAL CLOTHING PROVIDED FOR CLIENTS IN RESIDENCE GRADUATION EXPENSE FOR CLIENTS 77 2162 ACTUAL GRADUATION EXPENSE FOR CLIENTS MEDICAL SUPPLIES FOR CLIENTS IN RESIDENCE 77 3863 ACTUAL MEDICAL SUPPLIES FOR CLIENTS IN RESIDENCE PERSONAL HYGIENE ITEMS FOR CLIENTS 77 7476 ACTUAL PERSONAL HYGIENE ITEMS FOR CLIENTS PAYMENTS FOR WORK PERFORMED BY CLIENTS 5 319 ACTUAL PAYMENT FOR WORK PERFORMED BY CLIENTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART 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. PART III, COL (B): AN ACTUAL COUNT OF RECIPIENTS WAS DONE FOR EACH TYPE OF ASSISTANCE. X X 0 1 0 0 0 0 0 0 0 THOMAS BROWNE 0 244816 0 18000 0 2082 0 43062 0 18015 0 325975 0 20633 ADAM JACOBS 0 341054 0 35000 0 7410 0 72158 0 28589 0 484211 0 0 JEFFREY SMITH 206244 0 0 0 0 0 0 0 3723 0 209967 0 0 0 NATHANIEL JOHNS 202343 0 0 0 0 0 0 0 6079 0 208422 0 0 0 PART I, LINE 4B PART I, LINE 4B: ADAM JACOBS ACCRUED DEFERRED COMPENSATION OF $44,186 TO A SUPPLEMENTAL NON-QUALIFIED 457(F) PLAN. THOMAS BROWNE ACCRUED DEFERRED COMPENSATION OF $30,646 TO A SUPPLEMENTAL NON-QUALIFIED 457(F) PLAN. FORM 990, PART VI, SECTION A, LINE 6 WINGSPAN CARE GROUP IS THE SOLE MEMBER OF APPLEWOOD CENTERS, PER THE AMENDED/REVISED ARTICLES FILED 12/31/2007. FORM 990, PART VI, SECTION A, LINE 7A WINGSPAN CARE GROUP HAS THE POWER TO ELECT MEMBERS TO THE GOVERNING BODY OF APPLEWOOD CENTERS. FORM 990, PART VI, SECTION A, LINE 7B WINGSPAN CARE GROUP HAS THE POWER TO APPROVE ALL DECISIONS MADE BY THE GOVERNING BODY OF APPLEWOOD CENTERS. FORM 990, PART VI, SECTION B, LINE 11 THE PRELIMINARY 990 IS REVIEWED BY THE DIRECTOR OF ACCOUNTING, THE CHIEF FINANCIAL OFFICER AND MCGLADREY LLP. IT IS THEN REVIEWED BY THE PRESIDENT AND THE FINANCE COMMITTEE PRIOR TO FILING. A COPY OF THE FORM 990 IS ALSO MADE AVAILABLE TO EACH MEMBER OF THE BOARD PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12 THE CONFLICT OF INTEREST POLICY REQUIRES THAT ON AN ANNUAL BASIS EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS STATEMENT IS DISTRIBUTED AND COLLECTED BY THE CHAIR OF THE RISK MANAGEMENT COMMITTEE OF THE BOARD AND MAINTAINED IN THAT OFFICE. EACH DISCLOSURE STATEMENT THAT CONTAINS A "YES" ANSWER TO ANY QUESTION IS GIVEN TO THE PRESIDENT WHO BRINGS THE MATTER, IF MATERIAL, TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS AND WHETHER IT IS MATERIAL. FORM 990, PART VI, SECTION C, 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 HEIGHTS. OH 44118. THE COMPANY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON THE WEBSITE OF THE OHIO SECRETARY OF STATE. HOURS WORKED FOR RELATED ORGANIZATIONS BELLEFAIRE JEWISH CHILDREN'S BUREAU WINGSPAN CARE GROUP ADAM JACOBS 24 3 THOMAS BROWNE 24 3 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -102,438. CHANGE IN VALUE OF BENEFICIAL TRUST -391,415. TOTAL TO FORM 990, PART XI, LINE 5: -493,853. INDEPENDENT ACCOUNTANT OVERSIGHT AND SELECTION PROCESS FORM 990, PART XII, FINANCIAL STATEMENT AND REPORTING THE PROCESS FOR OVERSIGHT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. BELLEFAIRE JEWISH CHILDRENS BUREAU 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 340714630 SOCIAL SERVICES OH 501(C)(3) LINE 7 WINGSPAN CARE GROUP 0 WINGSPAN CARE GROUP 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 562327939 MANAGEMENT SERVICES OH 501(C)(3) LINE 11A, I N/A 0 CUYAHOGA CONNECTION 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 201523856 ADVOCACY ISSUES OH 501(C)(4) N/A WINGSPAN CARE GROUP 0 HPS LLC 3275 N M37 HIGHWAY MIDDLEVILLE MI 493330247 611590801 PURCHASING ASSOCIATION MI N/A RELATED 242 0 0 0.07000 MONARCH TEACHING TECHNOLOGIES 20600 CHAGRIN BLVD SUITE 703 SHAKER HEIGHTS OH 44118 204182001 SOFTWARE DEVELOPMENT DE WINGSPAN CARE GROUP C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 WINGSPAN CARE GROUP L 158712 ACTUAL WINGSPAN CARE GROUP N 2315356 ACTUAL