2024-05-14T15:17:02-05:00 2023-06-30 BDO USA 1801 MARKET STREET SUITE 1700 PHILADELPHIA PA 19103 990 2022-07-01 050373414 Fellowship Health Resources Inc % STEPHEN M DUGGAN FELL 4013333980 24 Albion Road Suite 420 Lincoln RI 02865 NIKOLE CABREY SVP/CFO 4103333980 2024-03-05 true NIKOLE CABREY 999009999 Kelly R Raquet P01644256 2155641900 2024-03-05 3 2022 2023-04-26 12:10:37Z ELWYN ADULT BEHAVIORAL HEALTH SVCS CHARLES S MCLISTER 111 ELWYN ROAD ELWYN PA 19063 36812174 false X WWW.FHR.NET X 1975 RI FELLOWSHIP HEALTH RESOURCES, INC. IS A PRIVATE NOT-FOR-PROFIT ORGANIZATION FOUNDED IN 1977. ITS PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE OF (CONTINUED ON SCHEDULE O) 11 9 542 9 0 0 3258289 6359 34446471 34975462 19058 217133 991804 860584 38715622 36059538 0 0 0 0 23857747 25008526 0 0 0 8553924 9315785 32411671 34324311 6303951 1735227 29375072 30194353 16725720 15750756 12649352 14443597 X TO ASSIST ADULTS TO IMPROVE THEIR BEHAVIORAL HEALTH, WELL BEING, AND QUALITY OF LIFE. WE BELIEVE QUALITY SERVICE IS BASED IN A CULTURE OF HOPE, RESPECT, ETHICAL BEHAVIOR, AND GENUINE CARING FOR OUR CLIENTS AND OUR EMPLOYEES. (CONTINUED ON SCHEDULE O) false false 30644448 0 35836046 FELLOWSHIP HEALTH RESOURCES, INC. PROVIDED HEALTH SERVICES THROUGH GROUP HOMES, SUPPORTED APARTMENT LIVING, ASSERTIVE COMMUNITY TREATMENT TEAMS, OUTPATIENT SERVICES, MANAGED CARE, FORENSIC SERVICES, SUBSTANCE ABUSE SERVICES, AND DAY PROGRAMS. 30644448 true false false true false false false false true false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true true false true 70 0 true 542 true false false false false false false false false false false false false X 11 9 false false false false true true true true true false false true true true true true true true true false MA X STEPHEN M DUGGAN 4103333980 24 ALBION ROAD SUITE 420 Lincoln RI 02865 X CHARLES S MCLISTER DIR., PRESIDENT/CEO OF ELWYN 3.0 47.0 X X 0 689999 45464 DR KURT MICELI SVP ADULT BH/CHIEF MEDICAL OFR 18.0 27.0 X 0 405430 45988 LEONARD J KIRBY DIR., SVP/COO OF ELWYN 10.0 40.0 X X 0 395534 28185 NIKOLE CABREY SVP/CFO OF ELWYN 5.0 45.0 X 0 315830 36242 ANIS AHMED MEDICAL DIRECTOR 40.0 0.0 X 314876 0 21796 DEBRA M PAUL CPA MBA FORMER CFO 0.0 0.0 X 231598 0 35255 MICHAEL PACHECO JR DIRECTOR OF QUALITY 40.0 0.0 X 159607 0 29905 KRISTEN GUILFOYLE EXECUTIVE DIRECTOR 43.0 2.0 X 146912 0 28699 KIM VINAL DIRECTOR RESPITE SERVICES 62.0 0.0 X 131814 0 29943 YVENEL LOUIS-JEAN LEAD ASSOCIATE CLINICIAN 107.0 0.0 X 132723 0 10630 STEPHEN M DUGGAN DIRECTOR OF FINANCE/TREASURER 38.0 2.0 X 122066 0 19624 WILLIAM EMMET CHAIR 1.0 6.0 X X 0 0 0 KELLY I MCGEE ESQ VICE CHAIR 1.0 1.0 X X 0 0 0 ROBERT G COLUCCI CPA MBA ASSISTANT TREASURER 1.0 2.0 X X 0 0 0 RUSSELL J SYLVIA SECRETARY 1.0 0.0 X X 0 0 0 NEAL B BROWN DIRECTOR 1.0 0.0 X 0 0 0 MICHELA COFFARO PSYD ACSW DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL OWEN DIRECTOR 1.0 0.0 X 0 0 0 RICHARD SHEOLA DIRECTOR 1.0 0.0 X 0 0 0 TRUDY SLADE DIRECTOR 1.0 1.0 X 0 0 0 1239596 1806793 331731 16 true true false DELTA-T GROUP MASSACHUSETTS INC 140 GOULD ST SUITE 230 NEEDHAM MA 02494 STAFFING 772093 MAXIM HEALTHCARE SERVICES INC 7221 LEE DEFOREST DRIVE COLUMBIA MD 21046 STAFFING 614423 LOCUMTENENSCOM 2575 NORTHWINDS PKWY ALPHARETTA GA 30009 STAFFING 340672 TIFFINI REEDY 10 RIVERBEND LANE MATTAPOISETT MA 02739 MEDICAL COMPENSATION 215540 CAROL JANE VANDERZWAGG 5509 CREEDMOOR ROAD RALEIGH NC 27612 MEDICAL COMPENSATION 172800 8 6359 6359 PROGRAM FUNDING 621990 33870729 33870729 CLIENT FEES 900099 1037092 1037092 RENT SUBSIDY 900099 67641 67641 34975462 31454 0 31454 0 0 0 0 0 641463 296852 658105 94531 -16642 202321 185679 185679 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 621990 860584 860584 860584 36059538 35836046 0 217133 0 0 0 0 148007 148007 0 21273677 19259273 2014404 0 2206078 2003322 202756 1380764 1259759 121005 0 39600 39600 123527 123527 17088 17088 0 6610 6610 1217981 1108382 109599 0 212614 165912 46702 0 0 4027667 3680412 347255 0 0 106513 102173 4340 0 0 363088 292721 70367 517622 395068 122554 FURNITURE, EQUIP & VEHICLES 902834 868729 34105 FOOD 579972 578454 1518 CLIENT ASSISTANCE 391620 391620 OTHER 809049 538623 270426 0 34324311 30644448 3679863 0 13520112 5771373 455647 427331 0 0 4217522 2969716 0 0 0 0 0 0 0 0 188956 92361 10221129 6823333 3071238 3397796 1124042 1037545 0 0 0 0 0 0 6797555 16498231 29375072 30194353 5402899 4863040 0 0 0 0 0 0 344385 337967 0 0 1150726 1150726 0 0 9827710 9399023 16725720 15750756 X 12595068 14402652 54284 40945 12649352 14443597 29375072 30194353 1735227 59018 X false true X true true true X 173211 209200 204839 3258289 6359 3851898 0 0 173211 209200 204839 3258289 6359 3851898 45184 3806714 21797 19704 168501 33267 31454 274723 0 0 4126621 166728516 0.92248 0.89695 X false false false false false false false false true 17088 17088 false Schedule C, Part II-B, Line 1i: THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION FOR BEHAVIORAL HEALTH OF WHICH 60% OF THE DUES ARE USED FOR ADVOCACY. false true X 160926 160926 4087351 2053250 2034101 5738124 4548555 1189569 234728 221528 13200 3397796 DUE FROM ELWYN 9616806 OPERATING LEASE ASSETS 6800474 DEPOSITS 80951 16498231 0 OPERATING LEASE LIABILITIES 6950682 SETTLE. DUE TO THIRD PARTIES 2212921 DEFERRED COMPENSATION 178378 OTHER LIABILITIES 41916 DEPOSITS 15126 9399023 X Schedule D, Part IV, Line 2b: CUSTODIAL FUNDS PRIMARILY CONSIST OF CLIENT FUNDS HELD BY THE ORGANIZATION AS REPRESENTATIVE PAYEE OR UNDER OTHER ARRANGEMENTS. THE ORGANIZATION RECORDS A LIABILITY EQUAL TO THE AMOUNT OF RESTRICTED CASH ASSOCIATED WITH CLIENT FUNDS. THIS LIABILITY IS RECORDED AS CUSTODIAL FUNDS WITHIN CURRENT LIABILITIES ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. Schedule D, Part X, Line 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. FHR HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN ANY UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS. false false false false false false false false false CHARLES S MCLISTER DIR., PRESIDENT/CEO OF ELWYN 0 500831 0 185938 0 3230 0 18685 0 26779 0 735463 0 0 LEONARD J KIRBY DIR., SVP/COO OF ELWYN 0 331155 0 64103 0 276 0 19505 0 8680 0 423719 0 0 NIKOLE CABREY SVP/CFO OF ELWYN 0 264721 0 51013 0 96 0 18421 0 17821 0 352072 0 0 DEBRA M PAUL CPA MBA FORMER CFO 189748 0 41850 0 0 0 24500 0 10755 0 266853 0 0 0 DR KURT MICELI SVP ADULT BH/CHIEF MEDICAL OFR 0 363993 0 41317 0 120 0 17209 0 28779 0 451418 0 0 ANIS AHMED MEDICAL DIRECTOR 308192 0 6600 0 84 0 0 0 21796 0 336672 0 0 0 MICHAEL PACHECO JR DIRECTOR OF QUALITY 151419 0 8104 0 84 0 673 0 29232 0 189512 0 0 0 KRISTEN GUILFOYLE EXECUTIVE DIRECTOR 135298 0 11530 0 84 0 2000 0 26699 0 175611 0 0 0 KIM VINAL DIRECTOR RESPITE SERVICES 115702 0 16053 0 59 0 881 0 29062 0 161757 0 0 0 Schedule J, Part I, Line 3: 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 I, LINE 1 (CONTINUED): PERSONS LIVING WITH MENTAL OR EMOTIONAL DISTURBANCES, THROUGH THE OPERATIONS OF GROUP HOMES, DAY PROGRAMS, ASSERTIVE COMMUNITY TREATMENT TEAMS, ENGAGEMENT AND EMPLOYMENT ACTIVITY PROGRAMS AND A NETWORK OF SUPERVISED APARTMENTS. FORM 990, PART III, LINE 1 (CONTINUED): WE INVEST IN THE INDIVIDUAL AND NEVER LOSE HOPE IN THE POTENTIAL FOR PERSONAL GROWTH AND RECOVERY OF EACH PERSON WE SERVE. FORM 990, PART VI, SECTION A, LINE 6: ELWYN OF PENNSYLVANIA AND DELAWARE IS THE SOLE MEMBER OF FELLOWSHIP HEALTH RESOURCES, INC. FORM 990, PART VI, SECTION A, LINES 7A & 7B: ELWYN OF PENNSYLVANIA AND DELAWARE, AS THE SOLE MEMBER, RESERVES, AMONG OTHERS, THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS OF FELLOWSHIP HEALTH RESOURCES, INC. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS INTERNALLY PREPARED AND SENT TO OUR EXTERNAL PUBLIC ACCOUNTING FIRM FOR REVIEW AND COMPILATION. THE COMPLETED RETURN IS THEN SENT BACK TO THE ORGANIZATION AND IS REVIEWED AND ACCEPTED BY THE ELWYN FOUNDATION'S AUDIT COMMITTEE, PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C: ALL DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY DISCLOSURE ANNUALLY. AN INDEPENDENT COMMITTEE OF THE BOARD REVIEWS THE FORMS AND DETERMINES IF A POTENTIAL CONFLICT EXISTS. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THAT MEMBER IS BARRED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS ON THE CONFLICTING MATTER. FORM 990, PART VI, SECTION B, LINES 15A & 15B: 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. ANNUALLY, ELWYN OF PENNSYVLANIA 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 COMPENSATION AND EXECUTIVE COMMITTEES OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: IRS FORM 990 IS AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.MA.US AND GUIDESTAR AT WWW.GUIDESTAR.ORG. FHR ALSO MAKES OUR FORM 990, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE UPON REQUEST. FHR'S AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT THE WEB ACCESS LISTED ABOVE. FORM 990, D/B/A ESTABLISHED: As of October 1, 2023, FHR underwent an internal corporate reorganization, pursuant to which its sole member was changed from Elwyn of Pennsylvania and Delaware to The Elwyn Foundation, a Pennsylvania nonprofit corporation. The Elwyn Foundation is the sole member of various Elwyn entities, including Elwyn of Pennsylvania and Delaware. As of October 1, 2023, FHR registered and began using Elwyn Adult Behavioral Health Services as a fictitious name. Elwyn of Pennsylvania and Delaware 111 Elwyn Road Elwyn PA 19063 231352117 HUMAN SVCS PA 501(c)(3) 3 ELWYN FDN false Elwyn New Jersey 228 W Landis Ave Vineland NJ 08360 221801227 HUMAN SVCS NJ 501(c)(3) 10 ELWYN FDN false Provider Enhanced Management Services 111 Elwyn Road Elwyn PA 19063 232600304 Inactive PA 501(c)(3) 10 ELWYN PA DE false Sleighton School 111 Elwyn Road Elwyn PA 19063 231352527 Inactive PA 501(c)(3) 12a, Type I ELWYN PA DE false Elwyn California 3190 S Bascom Ave San Jose CA 95124 261855027 HUMAN SVCS CA 501(c)(3) 7 ELWYN FDN false The Elwyn Foundation 111 Elwyn Road Elwyn PA 19063 201915642 Fundraising PA 501(c)(3) 7 NA false Family Support Services 111 Elwyn Road Elwyn PA 19063 231994645 HUMAN SVCS PA 501(c)(3) 7 ELWYN PA DE false Elwyn Institute Workers Comp Trust 111 Elwyn Road Elwyn PA 19063 232427093 WORKERS COMP PA 501(c)(3) 12a, Type I ELWYN PA DE false Elwyn Virginia 111 Elwyn Road Elwyn PA 19063 474385994 Inactive VA 501(c)(3) 7 ELWYN PA DE false Fellowship Realty Corp Inc 24 Albion Road Suite 420 Lincoln RI 02865 050518796 RENTAL PROP RI 501(c)(2) N/A FHR INC true Fellowship Realty Corp of Massachusetts 24 Albion Road Suite 420 Lincoln RI 02865 204650367 RENTAL PROP RI 501(c)(3) 10 FHR INC true Grace Pharmacy 111 Elwyn Road Elwyn PA 19063 201744870 Inactive PA Elywn PA DE C Corp 0 0 false EIB Inc 111 Elwyn Road Elwyn PA 19063 232511810 Inactive PA Elywn PA DE C Corp 0 0 false BIE Industries 111 Elwyn Road Elwyn PA 19063 232361332 Inactive PA Elwyn PA DE C Corp 0 0 false Habilitation Facilities 111 Elwyn Road Elwyn PA 19063 232426839 Inactive PA Elwyn PA DE C Corp 0 0 false Elwyn Health Services of Pennsylvania PC 111 Elwyn Road Elwyn PA 19063 814397361 Inactive PA Elwyn PA DE C Corp 0 0 false false false false true false false false false false false true false true false true true true false false FELLOWSHIP REALITY CORP INC K 114600 FMV