2013-05-09T19:40:24-05:00 2012-06-30 ERNST & YOUNG US LLP 75 BEATTIE PLACE SUITE 800 GREENVILLE SC 29601 990 2011-07-01 231322002 WOODS SERVICES INC % STACEY COLOSIMO WOOD 2157504000 PO Box 36 LANGHORNE PA 19047 TIMOTHY GRAHAM 2013-05-08 8642425740 2011 2016-02-25 16:41:14Z X DIANA L RAMSAY PO BOX 36 LANGHORNE PA 19047 109995833 false X www.woods.org X 1949 PA WOODS SERVICES SERVES CHILDREN, ADOLESCENTS AND ADULTS WITH INTELLECTUAL DISABILITIES, DEVELOPMENTAL DISABILITIES, SIGNIFICANT MENTAL HEALTH AND/OR BEHAVIORAL PROBLEMS & TRAUMATIC BRAIN INJURIES. 12 12 2542 65 0 1263305 904961 109074024 108768340 136112 61316 305560 225194 110779001 109959811 0 0 0 0 88674109 86445576 0 0 0 21385917 20980049 110060026 107425625 718975 2534186 95957295 93689163 53416592 73317881 42540703 20371282 WOODS SERVICES SERVES CHILDREN, ADOLESCENTS AND ADULTS WITH INTELLECTUAL DISABILITIES, DEVELOPMENTAL DISABILITIES, SIGNIFICANT MENTAL HEALTH AND/OR BEHAVIORAL PROBLEMS & TRAUMATIC BRAIN INJURIES. false false 92316042 109002830 SERVICES INCLUDE RESIDENTIAL CARE, HEALTHCARE, EDUCATION, VOCATIONAL SERVICES, ENRICHMENT ACTIVITIES, CLINICAL THERAPIES, AND THERAPEUTIC ACTIVITIES PROVIDED AS APPROPRIATE TO MEETING INDIVIDUAL'S NEEDS FOR LEARNING, HABILITATION, AND REHABILITATION. 92316042 true true false false false false false false false false true false false true 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 false true 45 0 true 2542 true false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true false true true false X STACEY COLOSIMO 2157504000 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 X PETER BODENHEIMER 1.0 X X 0 0 0 DR GEORGE VERGIS 1.0 X X 0 0 0 ALICE DEVOE 1.0 X X 0 0 0 HENRY V SCIORTINO 1.0 X X 0 0 0 JACK EDMONDS 1.0 X 0 0 0 MARY FAULKNER 1.0 X 0 0 0 THE HONORABLE ISAAC GARB 1.0 X 0 0 0 PHILIP GRUBER 1.0 X 0 0 0 SIMON KIMMELMAN 1.0 X 0 0 0 MITCHELL POZEZ 1.0 X 0 0 0 ELLEN REISMAN 1.0 X 0 0 0 CECILIA VEGA 1.0 X 0 0 0 DIANA L RAMSAY 40.0 X 181234 31706 6102 PETER SHUBIAK 40.0 X 52786 8973 3854 ROBERT GRIFFITH 40.0 X 909793 129969 15624 JOSEPH ZAKRZEWSKI 40.0 X 192095 21344 17601 JOHN MCHALE 40.0 X 524033 87994 8906 KEVIN QUINN 40.0 X 115768 10334 14537 JULIA PFISTER 40.0 X 98340 0 14479 SCOTT SPREAT 40.0 X 167523 0 17494 MARK REBER 40.0 X 195261 0 17538 HARRY GETZ 40.0 X 193308 0 17532 MARY ANN GTALETTO 40.0 X 148920 0 17409 THOMAS FELICETTI 40.0 X 147598 0 17407 KEVIN HORNBERGER 40.0 X 146005 0 7505 3072664 290320 175988 14 false true false DOUGLAS BILYEU 10 MALLARD MILL RUN WALLINGFORD PA 19086 NURSING SERVICES 195114 STEPHEN LIPSCHUTZ PO BOX 1185 LANGHORNE PA 19047 MEDICAL SERVICES 169750 LEONARD GRAZIANI 1257 LENOX ROAD JENKINTOWN PA 19046 MEDICAL SERVICES 152188 ALAN BILSKY MD LLC 769 EASTWIND CIRCLE DRESHER PA 19025 MEDICAL SERVICES 106724 DAVID BEHAR MD 700 HAGYS FORD ROAD NARBETH PA 19072 MEDICAL SERVICES 100644 5 59675 643585 201701 110651 904961 TUITION AND BOARD 624310 99948775 99948775 THERAPIES AND ANCILLARY 624310 8677117 8677117 WORKSHOP INCOME 624310 104499 104499 OTHER RESIDENT REVENUE 624310 37949 37949 108768340 42819 42819 123 123 0 25300 6926 18374 18374 18374 19800 59675 29096 -9296 -9296 0 0 CLOTHING PURCHASES 900099 29315 29315 REBATES 900099 15342 15342 OTHER PURCHASED SERVICES 900099 7278 7278 182555 182555 234490 109959811 109002830 52020 X 0 0 0 0 2728048 2728048 0 61989484 57171598 4817886 3854050 3405053 448997 9177664 8108466 1069198 8696330 7683208 1013122 0 447645 447645 238050 238050 0 0 130066 130066 2567416 2567416 130746 22865 107881 4764787 3551069 1213718 88240 88240 0 2206499 2019067 187432 222187 222187 0 92599 49795 42804 1256898 1146010 110888 0 2808731 2415483 393248 1146301 200578 945723 FOOD 2535173 2535173 HEALTH SERVICES 493584 493584 BAD DEBT 455958 455958 PROPERTY TAXES 198366 198366 1196803 180292 1016511 107425625 92316042 15109583 0 18818802 20362535 9889538 5400221 0 0 16664939 19540082 0 0 0 0 0 774710 151795 101132 1978914 2809195 85079947 47073162 39164383 38006785 3201329 597488 29812 0 0 0 0 0 6057783 6097015 95957295 93689163 19827478 12201603 0 0 1875197 2625177 27677222 20494160 0 0 0 0 0 0 0 0 4036695 37996941 53416592 73317881 X 41380322 19177354 1160381 1193928 0 0 42540703 20371282 95957295 93689163 X 2534186 -24703607 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236567 236567 65469939 33860375 31609564 5555571 4589323 966248 13817870 8623464 5194406 38006785 DUE FROM AFFILIATES, NET 6097015 6097015 0 LIFE CARE AGREEMENT 113660 SELF INSURANCE RESERVES - PROF LIAB 800000 SELF INSURANCE RESERVES - WORKERS COMP 3802015 ACCRUED PENSION 33281266 37996941 FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 THE ORGANIZATION DID NOT HAVE A FIN 48 (ASC 740) FOOTNOTE IN ITS AUDITED FINANCIAL STATEMENTS. IT DID NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT WERE MATERIAL TO THE FINANCIAL STATEMENTS. 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 ADMISSIONS. - 79475 59675 19800 8240 19699 1157 0 79475 59675 19800 8240 19699 1157 29096 -9296 X true true X X X X true true false false false false false false false DIANA L RAMSAY 159108 28393 0 0 22126 3313 0 0 6102 0 187336 31706 0 0 ROBERT GRIFFITH 303513 43358 0 0 606280 86611 0 0 15624 0 925417 129969 0 0 JOSEPH ZAKRZEWSKI 184967 20552 0 0 7128 792 0 0 17601 0 209696 21344 0 0 JOHN MCHALE 152047 22349 0 0 371986 65645 0 0 8906 0 532939 87994 0 0 SCOTT SPREAT 160161 0 0 0 7362 0 0 0 17494 0 185017 0 0 0 MARK REBER 195261 0 0 0 0 0 0 0 17538 0 212799 0 0 0 HARRY GETZ 193308 0 0 0 0 0 0 0 17532 0 210840 0 0 0 MARY ANN GTALETTO 148920 0 0 0 0 0 0 0 17409 0 166329 0 0 0 THOMAS FELICETTI 147598 0 0 0 0 0 0 0 17407 0 165005 0 0 0 KEVIN HORNBERGER 146005 0 0 0 0 0 0 0 7505 0 153510 0 0 0 HOUSING ALLOWANCE SCHEDULE J, PART I, QUESTION 1 DIANA RAMSAY AND PETER SHUBIAK RECEIVED HOUSING ALLOWANCES AS PART OF THE INDIVIDUAL'S EMPLOYMENT LETTER OF AGREEMENT. THE HOUSING ALLOWANCES WERE PROVIDED AS PART OF COMPENSATION PACKAGES SINCE BOTH RESIDED OUT OF THE TRI-STATE AREA AND NEEDED TO HAVE HOUSING CLOSER TO WOODS SERVICES, INC. SEVERANCE PAYMENTS SCHEDULE J, PART I, QUESTION 4A ROBERT GRIFFITH $324,420; JOHN MCHALE $284,335. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, QUESTION 4B Robert Griffith: $105,722.22 SERP Payment John Mchale: $ 32,139.73 SERP payment THE BOROUGH OF LANGHORNE MANOR HIGHER EDU & HEALTH 232581246 515741ED4 2003-12-20 12688183 REFUND OUTSTANDING SERIES 1992 false false false 0 0 12688211 1274490 0 10846909 566774 0 0 0 0 0 2014 true false true true false false false false 0.00000 0.00000 0.00000 true false false false 0 false 0 false false ISSUANCE COSTS FROM PROCEEDS SCH K, PART II, LINE 7 ISSUANCE COSTS FROM PROCEEDS INCLUDES $339,735 OF PROCEEDS USED FOR CREDIT ENHANCEMENTS. X 3 48289 cost/selling price X Government donated food 1 62362 cost/selling price false false false PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990 FORM 990, PART VI - QUESTION 11B The Woods Services controller and the Board President review the return in paper form. Then the return is presented to the finance committee and they have the opportunity to ask questions regarding the return. The final draft of the Form 990 is then provided to each member of the Board of Trustees prior to submitting the return to the IRS. 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 CRESTWOOD 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 Form 990, Part VI, Questions 15a and 15b COMPENSATION FOR THE CEO AND OTHER OFFICERS (5 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 DATA 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 MEMBERS ARE INVOLVED IN THE DELIBERATION REGARDING COMPENSATION FOR THE CEO. THE CEO DOES PARTICIPATE IN DELIBERATIONS REGARDING COMPENSATION FOR THE VPs. THE CHAIRMAN 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 AT 40 MARTIN GROSS DRIVE, LANGHORNE, PA 19047 FOR PUBLIC REVIEW UPON REQUEST. AVERAGE HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, COLUMN (B) DIANA RAMSAY: WOODS SERVICES FOUNDATION - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK WOODS SERVICES WORKERS' COMPENSATION TRUST - 1 HR PER WEEK BRIAN'S HOUSE - 1 HR PER WEEK CRESTWOOD SERVICES, INC. - 5 HRS PER WEEK PETER SHUBIAK: WOODS SERVICES WORKERS' COMPENSATION TRUST - 1 HR PER WEEK BRIAN'S HOUSE - 1 HR PER WEEK CRESTWOOD SERVICES, INC. - 6 HRS PER WEEK ROBERT GRIFFITH: CRESTWOOD SERVICES, INC. - 4 HRS PER WEEK WOODS SERVICES WORKERS' COMPENSATION TRUST - 1 HR PER WEEK JOSEPH ZAKRZEWSKI: WOODS RESOURCES, INC. - 1 HR PER WEEK WOODS SERVICES WORKERS' COMPENSATION TRUST - 1 HR PER WEEK CRESTWOOD SERVICES, INC. - 6 HRS PER WEEK BRIAN'S HOUSE - 1 HR PER WEEK JOHN MCHALE: CRESTWOOD SERVICES, INC. - 4 HRS PER WEEK WOODS SERVICES WORKERS' COMPENSATION TRUST - 1 HR PER WEEK KEVIN QUINN: WOODS SERVICES FOUNDATION - 3 HRS PER WEEK DR. GEORGE VERGIS: WOODS SERVICES FOUNDATION - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK HENRY SCIORTINO: WOODS SERVICES WORKERS' COMPENSATION TRUST - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK BRIAN'S HOUSE - 1 HR PER WEEK JACK EDMONDS: WOODS SERVICES WORKERS' COMPENSATION TRUST - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK BRIAN'S HOUSE - 1 HR PER WEEK MARY FAULKNER: WOODS SERVICES FOUNDATION - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK SIMON KIMMELMAN: WOODS SERVICES FOUNDATION - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK MITCHELL POZEZ: WOODS SERVICES FOUNDATION - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK CECILIA VEGA: WOODS SERVICES FOUNDATION - 1 HR PER WEEK WOODS RESOURCES, INC. - 1 HR PER WEEK PETER BODENHEIMER: WOODS RESOURCES, INC. - 1 HR PER WEEK ALICE DEVOE: WOODS RESOURCES, INC. - 1 HR PER WEEK THE HONORABLE ISAAC GARB: WOODS RESOURCES, INC. - 1 HR PER WEEK PHILIP GRUBER: WOODS RESOURCES, INC. - 1 HR PER WEEK ELLEN REISMAN: WOODS RESOURCES, INC. - 1 HR PER WEEK RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 OTHER CHANGES IN PENSION LIABILITY - $(24,321,919) UNREALIZED LOSS ON INVESTMENT - (67,753) LOSS ON EXTINGUISHMENT OF DEBT - (313,935) ---------- TOTAL LINE 5 $(24,703,607) FUNDRAISING EXPENSES FORM 990, PART IX CONTRIBUTION REVENUE REFLECTED IN FORM 990, PART VIII, LINE 1 IS PRIMARILY FROM GOVERNMENT GRANTS. 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. CRESTWOOD SERVICES INC 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 232766194 RESIDENT ORG PA 501(c)(3) 7 WOODS RES false WOODS SERVICES FOUNDATION 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 232322137 FUNDRAISING PA 501(C)(3) 7 WOODS RES false BRIAN'S HOUSE INC 1900 SOUTH CONCORD ROAD WEST CHESTER PA 19382 231990596 RESIDENT ORG PA 501(C)(3) 9 WOODS RES false BRIAN'S HOUSE PRICE LANE 1900 SOUTH CONCORD ROAD WEST CHESTER PA 19382 232752842 RESIDENT ORG PA 501(C)(3) 9 BRIANS HOUSE false WOODS RESOURCES 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 232322136 PARENT PA 501(C)(3) 11 TYPE I NA false WOODS SERVICES WORKERS' COMP TRUST 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 232407907 WORKERS COMP PA 501(C)(4) WOODS RES false false false false true true false false false false false false false false false true true false false INTERCOMPANY WITH BRIAN'S HOUSE INC D 310649 FMV INTERCOMPANY WITH CRESTWOOD SERVICES INC D 6766551 FMV INTERCOMPANY WITH WOODS SERVICES FOUNDATION D 1919601 FMV INTERCOMPANY WITH WOODS SERVICES FOUNDATION D 779706 FMV INTERCOMPANY WITH WOODS SERVICES FOUNDATION E 72944 FMV CRESTWOOD SERVICES INC O 10702732 FMV CRESTWOOD SERVICES INC P 10482086 FMV WOODS SERVICES FOUNDATION P 233390 FMV BRIAN'S HOUSE INC P 1311014 FMV