2026-05-15T14:24:41+00:00 2025-06-30 135381590 BDO USA 1801 MARKET ST STE 1200 PHILADELPHIA PA 191031634 990 2024-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912000 111 ELWYN ROAD ELWYN PA 19063 NIKOLE CABREY 2026-05-15 true SAMANTHA BOKORI P01057347 2155641900 2026-05-13 2024 2025-03-06 01:10:19Z ELWYN INC CHARLES S MCLISTER 111 ELWYN ROAD ELWYN PA 19063 20462380 false X WWW.ELWYN.ORG X 2004 PA ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES. (SEE SCHEDULE O) 17 16 0 19 0 0 3197742 5604153 0 0 2935838 3582186 -151543 -2463 5982037 9183876 4388720 3977427 0 0 0 0 0 1173207 1244604 1354607 5633324 5332034 348713 3851842 105647399 119998117 1269140 4806858 104378259 115191259 SEE SCHEDULE O false false 3977427 3977427 0 DISTRIBUTIONS WERE MADE TO SUBSIDIARIES TO PROVIDE PROGRAM SUPPORT AND CARRY OUT THE PURPOSES OF ELWYN OF PENNSYLVANIA AND DELAWARE, ELWYN NEW JERSEY AND ELWYN CALIFORNIA. 3977427 true true false false false false false false false true false true false true true true false true false false true false false false true false false true false true false false false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false true true false false false false false false X 17 16 false false false false false false false true true false false false true true true true true true true false false false CA NJ PA X DAVID BOWERS 6108912028 111 ELWYN ROAD ELWYN PA 19063 ALAN WICHLEI SECRETARY 1.0 3.0 X X 0 0 0 ANDREA ANANIA TREASURER 1.0 3.0 X X 0 0 0 CHARLES S MCLISTER PRESIDENT/CEO 6.0 44.0 X X 0 731184 72496 JAMES SEBRA CHAIR 1.0 4.0 X X 0 0 0 WILLIAM EMMET VICE CHAIR 1.0 6.0 X X 0 0 0 ADAM SAUNDERS BOARD MEMBER 1.0 0 X 0 0 0 ARCHANA KUMAR BOARD MEMBER (AS OF 05/2025) 1.0 0 X 0 0 0 CLAUDE B KERSHNER III BOARD MEMBER 1.0 0 X 0 0 0 DEBRA PAUL BOARD MEMBER 1.0 0 X 0 0 0 ELLEN M GOSS MHA BOARD MEMBER 1.0 1.0 X 0 0 0 FRANK FARLEY PHD BOARD MEMBER 1.0 1.0 X 0 0 0 KELLY I MCGEE ESQ BOARD MEMBER 1.0 0.0 X 0 0 0 MYRON THOMAS BOARD MEMBER 1.0 0 X 0 0 0 PIERRE LAPERRIERE BOARD MEMBER 1.0 0 X 0 0 0 RICK GORDON BOARD MEMBER (AS OF 02/2025) 1.0 0 X 0 0 0 ROBERT G COLUCCI CPA MBA BOARD MEMBER 1.0 1.0 X 0 0 0 STEVEN SILBER MD BOARD MEMBER (THRU 12/2024) 1.0 1.0 X 0 0 0 THOMAS MCCAULLY BOARD MEMBER (THRU 10/2024) 1.0 1.0 X 0 0 0 TIMOTHY C O'ROURKE BOARD MEMBER 1.0 0 X 0 0 0 YOLANDA BOSCH ESQ BOARD MEMBER (THRU 08/2024) 1.0 14.0 X 0 91828 45 NIKOLE CABREY SVP/CFO 5.0 45.0 X 0 362630 43282 LEONARD J KIRBY SVP/COO 0.0 50.0 X 0 415779 49024 MARGUERITE KRAFTSON SVP OF ADVANCEMENT 25.0 20.0 X 0 250051 57697 0 1851472 222544 0 false true false 0 709656 2570000 2324497 5604153 0 0 0 0 0 3049621 3049621 0 0 11618206 11085641 532565 0 532565 532565 190400 709656 192863 -2463 -2463 0 0 0 0 0 9183876 0 0 3579723 3977427 3977427 2831 2831 6258 6258 181400 181400 1576 0 0 1576 15832 15832 155 155 2467 2467 FUNDRAISING COSTS FROM ELWYN PA 1141461 1141461 SUNDRY 2098 2098 PROGRAM SUPPLIES 529 529 0 0 0 0 5332034 3977427 181400 1173207 2653282 8415565 3746587 5916687 0 0 0 0 4949 0 0 0 0 0 81395309 86541480 6297272 7574385 0 11550000 11550000 105647399 119998117 125 0 0 0 1269015 4806858 1269140 4806858 X 64476143 74623159 39902116 40568100 104378259 115191259 105647399 119998117 X 3851842 6891287 69871 X false true true false X 2351951 3895703 3677666 3197742 5604153 18727215 0 0 2351951 3895703 3677666 3197742 5604153 18727215 4222251 14504964 1242345 1870914 2714420 2648702 3049621 11526002 0 0 0 0 0 0 0 30253217 0 0.47945 0.45834 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68932437 8732060 3192000 128838 74343659 60979634 1156757 10035425 3126542 112837 68932437 59344778 8142994 6399544 108594 60979634 78417231 3463377 -8073119 14340680 122031 59344778 44822467 18460837 15316394 182467 78417231 0.5615 0.4385 0.0 false false Closely-held equity interests Financial derivatives PRIVATE EQUITY 6350746 F BENEFICIAL INTEREST IN TRUSTS 1223639 F 7574385 INTERCOMPANY LOAN RECEIVABLE 11550000 11550000 Federal Income Taxes INTERCOMPANY LOAN PAYABLE 4806858 4806858 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE ORGANIZATION ON A LONG TERM BASIS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THE BOARD APPROVED SPENDING RATES OF 7.0% FOR DONOR-RESTRICTED ENDOWMENTS AND APPROXIMATELY 2.6% AND 2.4%, RESPECTIVELY, FOR BOARD-DESIGNATED QUASI-ENDOWMENTS, RESULTING IN WEIGHTED-AVERAGE SPENDING RATES OF APPROXIMATELY 4.2% FOR BOTH YEARS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ELWYN FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2025 AND 2024. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE AS OF JUNE 30, 2025 AND 2024. Central America and the Caribbean Investments 667040 Europe (Including Iceland and Greenland) Investments 5683706 0 0 0 0 0 0 6350746 0 6350746 true false true false true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual ELWYN BALL 750764 570839 179925 142324 ELWYN DAY 108507 101232 7275 45237 1 40785 37585 3200 5302 900056 709656 190400 192863 192863 -2463 true ELWYN OF PENNSYLVANIA AND DELAWARE 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 3031736 SUPPORT ORG MISSION ELWYN NEW JERSEY 228 W LANDIS AVENUE VINELAND NJ 08360 221801227 501(C)(3) 476188 SUPPORT ORG MISSION ELWYN CALIFORNIA 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 501(C)(3) 469503 SUPPORT ORG MISSION 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE ELWYN FOUNDATION UTILIZES A COMBINATION OF ORACLE FUSION CLOUD AND DONORPERFECT TO RECORD ALL OF THE RELATED FINANCIAL TRANSACTIONS. THESE RECORDS INCLUDE, BUT ARE NOT LIMITED TO, ALL DOCUMENTATION RELATED TO THE RECEIPT AND DISBURSEMENT OF FUNDS; A FULL HISTORY OF THE ORIGIN OF THE FUNDS THROUGH DISPOSITION OF FUNDS, WITH AN EMPHASIS ON ANY DONOR RESTRICTIONS. X X X X X X false true false false false false false false CHARLES S MCLISTER PRESIDENT/CEO 0 567496 0 162952 0 736 0 41165 0 31331 0 803680 0 0 NIKOLE CABREY SVP/CFO 0 301290 0 61167 0 173 0 20869 0 22413 0 405912 0 0 LEONARD J KIRBY SVP/COO 0 347854 0 67489 0 436 0 38869 0 10155 0 464803 0 0 MARGUERITE KRAFTSON SVP OF ADVANCEMENT 0 217961 0 31661 0 429 0 33591 0 24106 0 307748 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE ORGANIZATION PROVIDES A SPLIT-DOLLAR LIFE INSURANCE PLAN TO THE PRESIDENT/CEO, CFO, COO, AND SVP OF ADVANCEMENT. NO CASH PAYMENTS WERE MADE UNDER THE PLAN DURING THE YEAR. Form 990, Part I, Line 1 THE ELWYN FOUNDATION IS A PENNSYLVANIA NONPROFIT CORPORATION AND THE SOLE MEMBER OF THE FOLLOWING OPERATING SUBSIDIARIES: ELWYN OF PENNSYLVANIA AND DELAWARE (FORMERLY KNOWN AS "ELWYN"), A PENNSYLVANIA NONPROFIT CORPORATION, ELWYN NEW JERSEY, A NEW JERSEY NONPROFIT CORPORATION, ELWYN CALIFORNIA, A CALIFORNIA NONPROFIT CORPORATION, AND FELLOWSHIP HEALTH RESOURCES ("FHR"), A RHODE ISLAND NONPROFIT CORPORATION. FHR IS THE SOLE MEMBER OF TWO NONPROFIT REALTY CORPORATIONS: FELLOWSHIP REALTY CORP AND FELLOWSHIP REALTY CORP OF MASSACHUSETTS. THE ELWYN FOUNDATION AND ITS OPERATING ENTITIES SUPPORT INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH CHALLENGES. PROGRAMS OPERATE IN MULTIPLE GEOGRAPHIC REGIONS THROUGHOUT THE UNITED STATES. THE ORGANIZATION OPERATES THREE PRIMARY SERVICE LINES, WHICH ARE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) SERVICES, ADULT BEHAVIORAL HEALTH AND CHILDREN'S SERVICES. THE IDD SERVICES PROGRAMS PROVIDE RESIDENTIAL AND WORK & DAY SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ADULT BEHAVIORAL HEALTH PROGRAMS OFFER COMMUNITY AND RESIDENTIAL SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS. THE CHILDREN'S SERVICES AREA CONSISTS PRIMARILY OF EARLY LEARNING SERVICES FOR CHILDREN AGES THREE TO FIVE, EDUCATION SERVICES FOR STUDENTS WITH SPECIAL NEEDS, AND COMMUNITY AND RESIDENTIAL SERVICES FOR CHILDREN AND ADOLESCENTS WITH SOCIAL, EMOTIONAL, AND BEHAVIORAL CHALLENGES. Form 990, Part III, Line 1 THE ELWYN FOUNDATION WILL ENGAGE IN CHARITABLE ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, (A) CARRYING OUT THE PURPOSES OF ELWYN OF PENNSYLVANIA AND DELAWARE, ELWYN NEW JERSEY, ELWYN CALIFORNIA, AND FELLOWSHIP HEALTH RESOURCES, INC.; (B) ENCOURAGING AND MOTIVATING THE MAKING OF GIFTS AND DONATIONS BY DEED, WILL, TRUST OR OTHERWISE, FOR THE ADVANCEMENT, PROMOTION, EXTENSION, AND MAINTENANCE OF THE VARIOUS CAUSES AND OBJECTIVES FOSTERED BY THE CORPORATION, THE PUBLICLY-SUPPORTED ORGANIZATIONS AND THEIR AFFILIATES (COLLECTIVELY, THE "ELWYN ENTITIES") AND UNDERTAKING OTHER ACTIVITIES IN SUPPORT OF THE GENERAL PURPOSES OF THE ELWYN ENTITIES; (C) CONDUCTING FUNDRAISING ACTIVITIES ON BEHALF OF THE ELWYN ENTITIES; (D) RAISING AND/OR RECEIVING FUNDS ON BEHALF OF THE ELWYN ENTITIES; (E) HOLDING TITLE TO, INVESTING AND MANAGING THE CORPORATION'S ASSETS AND ASSETS ORIGINALLY DONATED TO, OR ORIGINALLY HELD BY, ONE OR MORE OF THE ELWYN ENTITIES; (F) PROVIDING SUPPORTIVE SERVICES TO ONE OR MORE OF THE ELWYN ENTITIES, INCLUDING, BUT NOT LIMITED TO, BUDGETING, STRATEGIC PLANNING, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, RESOURCE ALLOCATION, LONG-TERM PLANNING AND SHORT-TERM PLANNING; AND (G) MAKING DISTRIBUTIONS AND/OR UTILIZING THE CORPORATION'S ASSETS FOR CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC PURPOSES WITHIN THE MEANING OF CODE SECTION 501(C)(3). IN 1852, THE ELWYN ORGANIZATION MADE A PROMISE TO ENRICH THE QUALITY OF LIFE FOR INDIVIDUALS WITH DIVERSE CHALLENGES. TODAY, WE ARE PROUD TO BE THE NATIONAL LEADER IN EDUCATION, TREATMENT, AND SUPPORT SERVICES TO CHILDREN AND ADULTS WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND RELATED BEHAVIORAL HEALTH CHALLENGES. EVERY DECISION WE MAKE PRIORITIZES THE WELL-BEING OF THE INDIVIDUALS WE SUPPORT. WE INVEST IN UNRIVALED EXCELLENCE, ENDURING ENGAGEMENT, AND COMPASSIONATE CARE TO SHAPE A WORLD IN WHICH PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES EXPERIENCE EQUITY, OPPORTUNITY, AND HAPPINESS. Form 990, Part VI, Line 15b ANNUALLY, ELWYN OF PENNSYLVANIA AND DELAWARE'S PRESIDENT DETERMINES THE COMPENSATION PAID TO OTHER SENIOR EXECUTIVES BASED ON INFORMATION FROM AN INDEPENDENT CONSULTANT. THE COMPENSATION INFORMATION FOR THESE EMPLOYEES WAS DISTRIBUTED TO THE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS NOW PART OF THE HUMAN RESOURCES COMMITTEE, FOR THEIR REVIEW AND APPROVAL. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED IN CONJUNCTION WITH OUR EXTERNAL PUBLIC ACCOUNTING FIRM AND REVIEWED INTERNALLY BY MANAGEMENT. THE COMPLETED RETURN IS REVIEWED AND ACCEPTED BY THE AUDIT COMMITTEE OF THE ELWYN FOUNDATION. PRIOR TO FILING, THE FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS OF THE ELWYN FOUNDATION. Form 990, Part VI, Line 12c Conflict of interest policy THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION REVIEWS THE CONFLICT OF INTEREST POLICY ON A PERIODIC BASIS. BOARD MEMBERS COMPLETE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS. THE COMPLETED FORMS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD. Form 990, Part VI, Line 15a Process to establish compensation of top management official AN EMPLOYMENT CONTRACT DETERMINES THE COMPENSATION OF ELWYN'S PRESIDENT. THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION, THE PARENT ORGANIZATION, APPROVED THE PRESIDENT'S EMPLOYMENT CONTRACT AFTER THOROUGH CONSULTATION WITH COMPENSATION PROFESSIONALS AND REVIEW OF COMPENSATION PAID BY COMPARABLE NONPROFIT ORGANIZATIONS. THE CURRENT CONTRACT COVERS COMPENSATION BETWEEN JULY 1, 2022, AND JUNE 30, 2025. Form 990, Part VI, Line 19 Required documents available to the public THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ELWYN FOUNDATION AND SUBSIDIARIES ARE AVAILABLE THROUGH PUBLIC SOURCES AS A RESULT OF THE TAX-EXEMPT BOND FINANCING. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. Form 990, Part IX, Line 24a FUNDRAISING COSTS FROM ELWYN OF PENNSYLVANIA AND DELAWARE, IN THE AMOUNT OF $1,192,000 HAVE BEEN REDUCED BY $50,539 ON LINE 24A OF THE STATEMENT OF FUNCTIONAL EXPENSES TO ACCOUNT FOR DIRECT EXPENSES RELATED TO FUNDRAISING EVENTS. THESE DIRECT EXPENSES RELATED TO FUNDRAISING EVENTS HELD DURING THE CURRENT FISCAL YEAR ARE INCLUDED ON LINE 8B OF THE STATEMENT OF REVENUE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF OTHER - 69871; Total - 69871; FORM 990 BOX C IN MAY 2025, THE ELWYN FOUNDATION REGISTERED AND IS DOING BUSINES AS "ELWYN, INC." ELWYN NEW JERSEY 228 W LANDIS AVENUE VINELAND NJ 08360 221801227 HUMAN SERVICES NJ 501(c)(3) 10 THE ELWYN FOUNDATION true PROVIDER ENHANCED MANAGEMENT SERVICES 111 ELWYN ROAD ELWYN PA 19063 232600304 INACTIVE PA 501(c)(3) 10 ELWYN OF PENNSYLVANIA AND DELAWARE true SLEIGHTON SCHOOL 111 ELWYN ROAD ELWYN PA 19063 231352527 INACTIVE PA 501(c)(3) Type I ELWYN OF PENNSYLVANIA AND DELAWARE true ELWYN CALIFORNIA 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 HUMAN SERVICES CA 501(c)(3) 7 THE ELWYN FOUNDATION true ELWYN OF PENNSYLVANIA AND DELAWARE 111 ELWYN ROAD ELWYN PA 19063 231352117 HUMAN SERVICES PA 501(c)(3) 3 THE ELWYN FOUNDATION true FAMILY SUPPORT SERVICES 111 ELWYN ROAD ELWYN PA 19063 231994645 INACTIVE PA 501(c)(3) 7 ELWYN OF PENNSYLVANIA AND DELAWARE true ELWYN INSTITUTES WORKERS COMPENSATION TRUST 111 ELWYN ROAD ELWYN PA 19063 232427093 INACTIVE PA 501(c)(3) Type I ELWYN OF PENNSYLVANIA AND DELAWARE true ELWYN VIRGINIA 111 ELWYN ROAD ELWYN PA 19063 474385994 INACTIVE VA 501(c)(3) 7 ELWYN OF PENNSYLVANIA AND DELAWARE true FELLOWSHIP HEALTH RESOURCES INC 24 ALBION ROAD LINCOLN RI 02865 050373414 HUMAN SERVICES RI 501(c)(3) 7 THE ELWYN FOUNDATION true FELLOWSHIP REALTY CORP INC 24 ALBION ROAD LINCOLN RI 02865 050518796 PROPERTY RENTAL RI 501(c)(2) FELLOWSHIP HEALTH RESOURCES INC true FELLOWSHIP REALTY CORP OF MASSACHUSETTS 24 ALBION ROAD LINCOLN RI 02865 204650367 PROPERTY RENTAL RI 501(c)(3) 10 FELLOWSHIP HEALTH RESOURCES INC true ELWYN HEALTH AND HUMAN SERVICES FOUNDATION 111 ELWYN ROAD ELWYN PA 19063 934918474 FUNDRAISING PA 501(c)(3) 7 THE ELWYN FOUNDATION true GRACE PHARMACY 111 ELWYN ROAD ELWYN PA 19063 201744870 INACTIVE PA NA C Corporation true EIB INC 111 ELWYN ROAD ELWYN PA 19063 232511810 INACTIVE PA NA C Corporation true BIE INDUSTRIES 111 ELWYN ROAD ELWYN PA 19063 232361332 INACTIVE PA NA C Corporation true HABILITATION FACILITIES 111 ELWYN ROAD ELWYN PA 19063 232426839 INACTIVE PA NA C Corporation true ELWYN HEALTH SERVICES OF PENNSYLVANIA PC 111 ELWYN ROAD ELWYN PA 19063 814397361 INACTIVE PA NA C Corporation true false true false true true false false false false false false true false true true true false true false ELWYN OF PENNSYLVANIA AND DELAWARE B 3031736 FMV ELWYN NEW JERSEY B 476188 FMV ELWYN CALIFORNIA B 469503 FMV ELWYN OF PENNSYLVANIA AND DELAWARE E 4806858 FMV ELWYN OF PENNSYLVANIA AND DELAWARE P 1192000 FMV