Woods Services Foundation: FY2022 Nonprofit Profile & Form 990 (EIN 23-2322137)

Revenue by fiscal year
FY2020	$2.4M
FY2021	$5.6M
FY2022	$4.4M
FY2023	$436K
FY2024	$3.7M
FY2025	$4.9M

Expenses by fiscal year
FY2020	$212K
FY2021	$154K
FY2022	$159K
FY2023	$140K
FY2024	$2.1M
FY2025	$1.9M

Net assets by fiscal year
FY2020	$66.3M
FY2021	$82.5M
FY2022	$71.4M
FY2023	$76.4M
FY2024	$87.8M
FY2025	$100.9M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Part of a larger organization · Schedule R

Woods Services Foundation files its own Form 990, but Schedule R discloses 25 related entities — figures on this page are for this EIN only, not the whole group.

The Legacy Treatment Services Foundation INC · Allies Homes 2004 INC · Allies Homes 2005 INC · Legacy Treatment Services INC + 21 more · see all

Combined filings · FY2022 · 24 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is 1% of group revenue.

Group revenue

$299.9M

Group expenses

$260.6M

Group net assets

$227.8M

The Legacy Treatment Services Foundation INC · $4.5M rev · $4.8M net assets

Allies Homes 2004 INC · $56K rev · −$151K net assets

Allies Homes 2005 INC · $56K rev · −$230K net assets

Legacy Treatment Services INC · $68.2M rev · $33.3M net assets

Abilities Center of Southern New Jersey · $6.9M rev · $6.9M net assets

Abilities of Northwest Jersey INC · $7.1M rev · $8.5M net assets

Where the money goes

What each dollar paid for.

100%

Management & general 100% · $159K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII

Ben Pozez

Chair

$0Pt VII · Sec A

Ron Davis

Trustee

$0Pt VII · Sec A

Timothy Titus

Trustee

$0Pt VII · Sec A

Tine Hansen-Turton

Ex Officio

$0Pt VII · Sec A

Barry Sharer

Trustee

$0Pt VII · Sec A

Thomas Grant

Treasurer

$0Pt VII · Sec A

Susan Bird

Secretary

$0Pt VII · Sec A

See Woods Services Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Woods Services and its related organizations.

Questions for Woods Services Foundation

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Provided by the organization

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1 program · in their own filed words · FY2021

01

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…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Allies INCFY2024$344K

Donor Advised Charitable Giving INCFY2024$75K

The Huisking Foundation INCFY2024$50K

Jewish Community Foundation of Southern ArizonaFY2024$14K

The@dale L Reese FoundationFY2024$2K

Henry Dolfinger 2 Tr UwFY2024$1K

Total grants receivedfrom 6 funders$487K

See all 6 funders →

Grants paid · 3 grants · $3.7M · 2023–2024

Woods Services INCPA · FY2024$1,278,042

Rl Health INCPA · FY2024$468,770

Woods Services INCPA · FY2023$1,929,722

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$4.4M

Ln 12

Investment incomeLn 3$4.3M

Gifts and grantsLn 1h$63K

Money outPt IX

$159K

Ln 25

Managementcol C$159K

Owns and owesPt X

$71.4M

net assets · Ln 32

Cash and savingsLn 1–2$6.4M

Total assetsLn 16$71.6M

LiabilitiesLn 26$107K

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$63K

Investment incomeLn 3$4.3M

Gains on assetsLn 7$2.6M

Total revenueLn 12$4.4M

Assets in detailPt X, end of year

CashLn 1$253K

SavingsLn 2$6.1M

Cash and savings togetherLn 1–2$6.4M

InvestmentsLn 11–13$64.9M

Land, buildings, equipmentLn 10c$5K

Other assetsLn 15$263K

Total assetsLn 16$71.6M

LiabilitiesLn 26$107K

Net assetsLn 32$71.4M

OperationsPt I, VI

EmployeesI 50

VolunteersI 63

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$1.2M	$6.4M
InvestmentsLn 11–13	$81.0M	$64.9M
Land, buildings, equipmentLn 10c	$5K	$5K
Total assetsLn 16	$82.5M	$71.6M
LiabilitiesLn 26	$87K	$107K
Net assetsLn 32	$82.5M	$71.4M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Investment management feesLn 11f	$159K		$159K
Total functional expensesLn 25	$159K	$0	$159K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$4.9M	$1.9M	$3.0M	$100.9M	990 PDF
FY2024	$3.7M	$2.1M	$1.6M	$87.8M	990 PDF
FY2023	$436K	$140K	$296K	$76.4M	990 PDF
FY2022 Viewing	$4.4M	$159K	$4.2M	$71.4M	990 PDF
FY2021	$5.6M	$154K	$5.4M	$82.5M	990 PDF
FY2020	$2.4M	$212K	$2.2M	$66.3M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2022 990 (6 parts)

Part I · Summary $4,387,241 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $13,079$63,171

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $5,537,048$4,324,070

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $5,550,127$4,387,241

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $153,622$159,407

I-18 Total expensesPrior year $153,622$159,407

I-19 Revenue less expensesPrior year $5,396,505$4,227,834

Part VI · Governance 4 of 5 board members independent, 2 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members4

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

Part VIII · Statement of revenue $4,387,241 across 5 lines filed

VIII-1f All other contributions, gifts and grants$63,171

VIII-1h Total contributions, gifts and grants$63,171

VIII-3 Investment incomeExcluded from tax $1,717,839$1,717,839

VIII-7 Net gain or loss on sales of assetsUnrelated business $9,646 · Excluded from tax $2,596,585$2,606,231

VIII-12 Total revenueRelated to mission $0 · Unrelated business $9,646 · Excluded from tax $4,314,424$4,387,241

Part IX · Statement of functional expenses $159,407 across 1 line filed

IX-11f Investment management feesManagement $159,407$159,407

IX-25 Total functional expensesPrograms $0 · Management $159,407 · Fundraising $0$159,407

Part X · Balance sheet $71,554,108 assets, 14 lines filed

X-1 Cash, non-interest-bearingStart of year $139,473$252,639

X-2 Savings and temporary cash investmentsStart of year $1,109,396$6,119,693

X-3 Pledges and grants receivableStart of year $19,595$19,595

X-10c Land, buildings and equipment, netStart of year $4,888$4,888

X-11 Publicly traded securitiesStart of year $75,358,717$59,669,484

X-12 Other securitiesStart of year $5,601,484$5,225,210

X-15 Other assetsStart of year $305,277$262,599

X-16 Total assetsStart of year $82,538,830$71,554,108

X-25 Other liabilitiesStart of year $87,109$106,621

X-26 Total liabilitiesStart of year $87,109$106,621

X-27 Net assets without donor restrictionsStart of year $78,938,651$68,495,042

X-28 Net assets with donor restrictionsStart of year $3,513,070$2,952,445

X-32 Total net assets or fund balancesStart of year $82,451,721$71,447,487

X-33 Total liabilities and net assetsStart of year $82,538,830$71,554,108

Part XI · Reconciliation of net assets $71,447,487 net assets at year end

XI-1 Total revenue$4,387,241

XI-2 Total expenses$159,407

XI-3 Revenue less expenses$4,227,834

XI-4 Net assets at start of year$82,451,721

XI-5 Net unrealized gains (losses) on investments−$14,467,530

XI-9 Other changes in net assets−$764,538

XI-10 Net assets at end of year$71,447,487

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Woods Services Foundation FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Woods Services Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV

Woods Services Foundation FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Woods Services Foundation

Funders

Grants

Related Organizations

By the numbers

Filing history

Schedules filed Part IV