2025-05-15T14:46:25+00:00 2024-06-30 135381590 BDO USA 1801 MARKET ST STE 1200 PHILADELPHIA PA 191031634 990 2023-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912000 111 ELWYN ROAD ELWYN PA 19063 NIKOLE CABREY 2025-05-15 true KELLY RAQUET P01644256 2155641900 2025-05-13 2023 2025-03-06 01:10:19Z CHARLES S MCLISTER 111 ELWYN ROAD ELWYN PA 19063 20032488 false X WWW.ELWYN.ORG X 2004 PA ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES.THE ELWYN FOUNDATION IS A PENNSYLVANIA (SEE SCHEDULE O) 19 17 0 20 0 0 3677666 3197742 0 0 2247708 2935838 -73258 -151543 5852116 5982037 6122207 4388720 0 0 0 0 0 1068165 1225994 1244604 7348201 5633324 -1496085 348713 98763227 105647399 4686039 1269140 94077188 104378259 SEE SCHEDULE O false false 4388720 4388720 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. 4388720 true true 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 true true true false false true 0 0 0 false false false false false true true false false false false false false X 19 17 false false false false false false false true true false false true true true true true true true 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 684945 66685 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 CHRISTOPHER KELLOGG BOARD MEMBER 1.0 0 X 0 0 0 CLAUDE B KERSHNER III BOARD MEMBER 1.0 0 X 0 0 0 DEBRA M PAUL CPA MBA BOARD MEMBER/FORMER CFO 1.0 0.0 X 0 235108 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 JUNE ELCOCK-MESSAM BOARD MEMBER (THRU 06/2024) 1.0 0 X 0 0 0 KELLY I MCGEE ESQ BOARD MEMBER 1.0 1.0 X 0 0 0 MYRON THOMAS BOARD MEMBER (AS OF 01/2024) 1.0 0 X 0 0 0 PIERRE LAPERRIERE BOARD MEMBER 1.0 0 X 0 0 0 ROBERT G COLUCCI CPA MBA BOARD MEMBER 1.0 2.0 X 0 0 0 STEVEN SILBER MD BOARD MEMBER 1.0 1.0 X 0 0 0 THOMAS MCCAULLY BOARD MEMBER 1.0 1.0 X 0 0 0 TIMOTHY C O'ROURKE BOARD MEMBER 1.0 0 X 0 0 0 TRUDY SLADE BOARD MEMBER (THRU 05/2024) 1.0 1.0 X 0 0 0 YOLANDA BOSCH ESQ BOARD MEMBER 1.0 1.0 X 0 0 0 LEONARD J KIRBY SVP/COO 0.0 50.0 X 0 386068 46622 NIKOLE CABREY SVP/CFO 5.0 45.0 X 0 349224 43746 MARGUERITE KRAFTSON SVP OF ADVANCEMENT 25.0 20.0 X 0 233275 53132 0 1888620 210185 0 true true false 0 738888 2458854 3197742 0 0 0 0 0 2648702 2648702 0 0 14104293 13817157 287136 0 287136 287136 81751 738888 233294 -151543 -151543 0 0 0 0 0 5982037 0 0 2784295 4388720 4388720 2748 2748 5741 5741 176439 176439 10348 0 0 10348 9340 9340 9 9 FUNDRAISING COSTS FROM ELWYN PA 1039979 1039979 0 0 0 0 5633324 4388720 176439 1068165 4801260 2653282 2785843 3746587 0 0 0 0 4949 0 0 0 0 74412663 81395309 5213461 6297272 0 11550000 11550000 98763227 105647399 501 125 0 0 4685538 1269015 4686039 1269140 X 57990347 64476143 36086841 39902116 94077188 104378259 98763227 105647399 X 348713 8776952 1175406 X false true X true false X 1785371 2351951 3895703 3677666 3197742 14908433 0 0 1785371 2351951 3895703 3677666 3197742 14908433 4066292 10842141 270248 1242345 1870914 2714420 2648702 8746629 0 0 0 0 0 0 0 23655062 0 0.4583 0.5261 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60979634 1156757 10035425 3126542 112837 68932437 59344778 8142994 6399544 108594 60979634 78417231 3463377 -8073119 14340680 122031 59344778 44822467 18460837 15316394 182467 78417231 0 40585964 4236503 44822467 0.5529 0.4471 0.0 false false PRIVATE EQUITY 5143504 F BENEFICIAL INTEREST IN TRUSTS 1153768 F 6297272 INTERCOMPANY LOAN RECEIVABLE 11550000 11550000 INTERCOMPANY LOAN PAYABLE 1269015 1269015 X 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. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE ORGANIZATION'S BOARD OF DIRECTORS APPROVED A SPENDING POLICY OF 7.0% FOR DONOR RESTRICTED ENDOWMENTS AND 2.4% FOR THE BOARD-DESIGNATED QUASI-ENDOWMENTS, FOR A WEIGHTED-AVERAGE TOTALING APPROXIMATELY 4.2%. DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THE ORGANIZATION'S BOARD OF DIRECTORS APPROVED 5.0% FOR BOTH THE DONOR RESTRICTED ENDOWMENTS AND BOARD-DESIGNATED QUASI-ENDOWMENT FUNDS. 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 TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE IRC. HOWEVER, AT TIMES, THE ENTITY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX BASED ON ITS ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS CURRENT WITH RESPECT TO FILING OF IRS FORM 990S. Central America and the Caribbean Investments 589657 Europe (Including Iceland and Greenland) Investments 4553847 0 0 0 0 0 0 5143504 0 5143504 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 629675 559749 69926 178273 ELWYN DAY 149159 142934 6225 49578 1 41805 36205 5600 5443 820639 738888 81751 233294 233294 -151543 true ELWYN OF PENNSYLVANIA AND DELAWARE 111 ELWYN ROAD ELWYN ELWYN PA 19063 231352117 501(C)(3) 3897257 SUPPORT ORG MISSION ELWYN NEW JERSEY 228 W LANDIS AVENUE VINELAND NJ 08360 221801227 501(C)(3) 489274 SUPPORT ORG MISSION 2 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 false false false false false false false CHARLES S MCLISTER PRESIDENT/CEO 0 554131 0 130616 0 198 0 39906 0 26779 0 751630 0 0 DEBRA M PAUL CPA MBA BOARD MEMBER/FORMER CFO 0 32700 0 0 0 202408 0 0 0 0 0 235108 0 0 LEONARD J KIRBY SVP/COO 0 339764 0 46176 0 128 0 37942 0 8680 0 432690 0 0 NIKOLE CABREY SVP/CFO 0 298796 0 50375 0 53 0 19942 0 23804 0 392970 0 0 MARGUERITE KRAFTSON SVP OF ADVANCEMENT 0 213298 0 19857 0 120 0 32528 0 20604 0 286407 0 0 Form 990, Part I, Line 1 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 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, 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 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 $1,095,000 HAVE BEEN REDUCED BY $55,021 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 EQUITY TRANSFER FROM RELATED ENTITIES - 1156757; OTHER CHANGES IN FAIR VALUE - 18649; 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 true true true false false false false false false true true true true true false false true ELWYN OF PENNSYLVANIA AND DELAWARE B 3897257 FMV ELWYN NEW JERSEY B 489274 FMV ELWYN OF PENNSYLVANIA AND DELAWARE E 1269015 FMV ELWYN OF PENNSYLVANIA AND DELAWARE P 1095000 FMV ELWYN OF PENNSYLVANIA AND DELAWARE S 183350 FMV FELLOWSHIP HEALTH RESOURCES S 973407 FMV