2024-05-13T19:57:51-05:00 2023-06-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2022-07-01 232322137 WOODS SERVICES FOUNDATION WOOD 2157504000 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 GEORGE RICHARDS CFO 2157504000 2024-05-13 1 GEORGE RICHARDS 999009999 0 BRIAN PAGE P02402981 2155677770 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEORGE RICHARDS 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 38565219 0 X WWW.WOODS.ORG X 1984 PA FOUNDATION PROVIDES FUNDS FOR WOODS SERVICES AND ITS RELATED ENTITIES. 5 4 0 4 12521 12402 63171 144096 0 0 4324070 292021 0 0 4387241 436117 0 0 0 0 0 0 0 0 0 159407 140300 159407 140300 4227834 295817 71554108 76462781 106621 97014 71447487 76365767 THE WOODS SERVICES FOUNDATION PROVIDES FUNDS FOR WOODS SERVICES AND RELATED ENTITIES. 0 0 THE WOODS SERVICES FOUNDATION PROVIDES FUNDS FOR WOODS SERVICES AND RELATED ENTITIES TO FURTHER ENHANCE THE INNOVATIVE AND COMPREHENSIVE AND INTEGRATED HEALTH-AND-BEHAVIOR, EDUCATION, WORKFORCE, AND CARE MANAGEMENT SERVICES PROVIDED TO CHILDREN AND ADULTS IN THE INTELLECTUAL/DEVELOPMENTAL DISABILITY, CHILD WELFARE, BEHAVIORAL AND ACQUIRED BRAIN INJURY PUBLIC HEALTH SECTORS. 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 PA X GERARD GLEESON WOODS SERVICES VP FINANCE 2157504000 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 BEN POZEZ CHAIR 1.00 3.00 X X 0 0 0 RON DAVIS TRUSTEE 1.00 1.00 X 0 0 0 TIMOTHY TITUS TRUSTEE 1.00 7.00 X 0 0 0 TINE HANSEN-TURTON EX OFFICIO 2.00 53.00 X X 0 1032020 14231 BARRY SHARER TRUSTEE 1.00 7.00 X 0 0 0 THOMAS GRANT TREASURER 1.00 54.00 X 0 502131 30458 SUSAN BIRD SECRETARY 1.00 39.00 X 0 65538 9060 0 1599689 53749 0 0 1 0 PFM ASSET MANAGEMENT LLC 213 MARKET ST HARRISBURG PA 171012141 ASSET MANAGEMENT 131906 1 144096 144096 2100280 8028 2092252 36320843 38129102 -1808259 -1808259 4493 -1812752 436117 0 12521 279500 140300 140300 140300 0 140300 0 252639 383402 6119693 694843 19595 19595 4888 4888 4888 59669484 69860318 5225210 5224449 262599 275286 71554108 76462781 106621 97014 106621 97014 X 68495042 73081912 2952445 3283855 71447487 76365767 71554108 76462781 X 295817 5651030 -1028566 X 0 1 X 1 0 X X X 1 WOODS SERVICES INC 231322002 2 1 1041252 0 1 1041252 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3089787 144096 3233883 3076616 13171 3089787 3063537 13079 3076616 3050521 13016 3063537 3037676 12845 3050521 0 0 4888 4888 4888 ALTERNATIVE INVESTMENTS 5224449 F 5224449 DUE TO AFFILIATES 97014 97014 X PART V, LINE 4: ENDOWMENT FUNDS ARE HELD TO SUPPORT THE FINANCIAL AND PROGRAM GOALS OF THE ORGANIZATION. PART X, LINE 2: THE WOODS SERVICES FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME. WOODS HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UNDER ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. WOODS HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. CENTRAL AMERICA/CARIBBEAN INVESTMENTS 4301402 0 0 0 0 0 0 4301402 0 4301402 0 0 0 1 1 0 PART III ACCOUNTING METHOD: 0 1 0 0 0 0 0 0 0 TINE HANSEN-TURTON EX OFFICIO 0 805270 0 201250 0 25500 0 12200 0 2031 0 1046251 0 0 THOMAS GRANT TREASURER 0 347631 0 135000 0 19500 0 12200 0 18258 0 532589 0 0 PART I, LINE 3 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, WOODS SERVICES, INC. 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 COMPENSATION AND BENEFITS COMMITTEE DOCUMENTS THE FINAL RECOMMENDATIONS AND DETERMINATIONS. PART I, LINE 4B A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(B) OF THE INTERNAL REVENUE CODE HAS BEEN ESTABLISHED FOR SOME MEMBERS OF THE WOODS SERVICES MANAGEMENT TEAM. TINE HANSEN-TURTON - $25,500 (457(B)) THOMAS GRANT - $19,500 (457(B)) FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE CORPORATE VICE PRESIDENT OF FINANCE AND CHIEF FINANCIAL OFFICER. THE COMPLETE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING WITH INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 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 AND ITS RELATED ORGANIZATIONS. REPORTED CONFLICTS ARE INVESTIGATED DEPENDING ON THE NATURE OF THE CONFLICT. BASED ON THE OUTCOME OF THE INVESTIGATION, A RANGE OF ACTIONS FROM EITHER AN EMPLOYEE COUNSELING STATEMENT TO TERMINATION COULD OCCUR. FORM 990, PART VI, SECTION B, LINE 15 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, WOODS SERVICES, INC. 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 COMPENSATION AND BENEFITS COMMITTEE DOCUMENTS THE FINAL RECOMMENDATIONS AND DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR PUBLIC REVIEW UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO AFFILIATES -1,041,252. GAIN ON BENEFICIAL INTEREST 12,686. WOODS SERVICES INC PO BOX 36 LANGHORNE PA 19047 221322002 PARENT PA 501 (C)(3) LINE 2 N/A 0 ALLIES INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 223677684 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 WOODS RESOURCES 1 ABILITIES OF NORTHWEST JERSEY INC 264 ROUTE 31 NORTH WASHINGTON NJ 07882 222053518 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ALLIES HOMES INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 760752597 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ALLIES HOMES 2004 INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 204671567 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ALLIES HOMES 2005 INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 205666181 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 10 ALLIES INC 1 ALLIES HOMES 2009 INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 273720171 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 DREAMSCAPES-BUILDING VISIONS INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 452122459 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 10 ALLIES INC 1 MIDDLETOWN HOMES INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 455106534 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ARCHWAY PROGRAMS INC 280 JACKSON ROAD PO BOX 668 ATCO NJ 08004 222401037 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 WOODS RESOURCES 1 BRIAN'S HOUSE INC 757 SPRINGDALE DRIVE EXTON PA 19341 231990596 RESIDENT ORGANIZATION PA 501 (C)(3) LINE 10 WOODS RESOURCES 1 BRIAN'S HOUSE PRICE LANE 757 SPRINGDALE DRIVE EXTON PA 19341 232752842 RESIDENT ORGANIZATION PA 501 (C)(3) LINE 10 BRIAN'S HOUSE 1 LEGACY TREATMENT SERVICES INC 1289 ROUTE 38 WEST HAINESPORT NJ 08036 210638161 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 WOODS RESOURCES 1 COMMUNITY TREATMENT SOLUTIONS 263 WEST ROUTE 38 SUITE 210 MOORESTOWN NJ 08057 223042664 CHILD WELFARE NJ 501 (C)(3) LINE 7 LEGACY TREAMENT 1 LANDMARK PROPERTY MANAGEMENT INC 43 HIGH STREET MOUNT HOLLY NJ 08060 521819856 MANAGEMENT NJ 501 (C)(3) LINE 7 LEGACY TREAMENT 1 THE LEGACY TREATMENT SERVICES FOUNDATION 1289 ROUTE 38 WEST HAINESPORT NJ 08036 200034903 FUNDRAISING NJ 501 (C)(3) LINE 12A, I LEGACY TREAMENT 1 TABOR SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232660436 SUPPORTING PA 501 (C)(3) LINE 12A, I WOODS RESOURCES 1 TABOR CHILDREN'S SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232148612 CHILD WELFARE PA 501 (C)(3) LINE 7 TABOR SERVICES 1 TABOR COMMUNITY PARTNERS 57 EAST ARMAT STREET PHILADELPHIA PA 19144 463728190 COMMUNITY AG PA 501 (C)(3) LINE 10 TABOR CHILDREN'S SERVICES 1 RL HEALTH 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 822874982 HEALTH PA 501 (C)(3) LINE 7 WOODS RESOURCES 1 WOODS AFFILIATION CORPORATION PO BOX 36 LANGHORNE PA 19047 320450302 HOLDING CORPORATION PA 501 (C)(3) LINE 7 WOODS RESOURCES 1 WOODS RESOURCES INC PO BOX 36 LANGHORNE PA 19047 232322136 SUPPORTING PA 501 (C)(3) LINE 12A, I WOODS SERVICES 1 WOODS SERVICES WORKERS COMPENSATION TRUST PO BOX 36 LANGHORNE PA 19047 232407907 WORKERS COMP PA 501 (C)(4) WOODS SERVICES 1 WOODS SERVICES OF NEW JERSEY 1262 WHITEHORSE HAMILTON SQUARE ROA HAMILTON NJ 08690 854237399 CHILD WELFARE NJ 501 (C)(3) LINE 7 WOODS SERVICES 1 WOODS FOUNDATION OF NEW JERSEY INC 1262 WHITEHORSE HAMILTON SQUARE ROA HAMILTON NJ 08690 871489417 FUNDRAISING NJ 501 (C)(3) LINE 12A, I WOODS SERVICES 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0