THE ELWYN FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ELWYN FOUNDATION (EIN 20-1915642)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202211369349302896
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T08:57:35-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MARKET STREET SUITE 1700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201915642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Elwyn Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID BOWERS | InCareOfNm |
| Business Name Control | ELWY | BusinessNameControlTxt |
| Phone | 6108912000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Elwyn Road | AddressLine1Txt |
| City | Elwyn | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nikole Cabrey | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6108912000 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nikole | PersonFirstNm |
| Person Last | Cabrey | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC R BERGER CPA | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 2155641900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Charles S McLister | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Elwyn Road | AddressLine1Txt |
| City | Elwyn | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,285,632 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.elwyn.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Elwyn makes life better for people with developmental and behavioral health challenges. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,785,371 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,351,951 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $278,233 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,218,773 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,151 | PYOtherRevenueAmt |
| CY Other Revenue | -$50,301 | CYOtherRevenueAmt |
| PY Total Revenue | $2,078,755 | PYTotalRevenueAmt |
| CY Total Revenue | $8,520,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,145,916 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,334,526 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $750,583 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,119,245 | PYOtherExpensesAmt |
| CY Other Expenses | $940,270 | CYOtherExpensesAmt |
| PY Total Expenses | $2,265,161 | PYTotalExpensesAmt |
| CY Total Expenses | $2,274,796 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$186,406 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,245,627 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,144,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,352,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $697,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,002,841 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,447,306 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,349,480 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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, AND ELWYN CALIFORNIA; (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 NO | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,334,526 | ExpenseAmt |
| Grant | $1,334,526 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | DISTRIBUTIONS WERE MADE TO subsidiaries TO PROVIDE PROGRAM SUPPORT AND CARRY OUT THE PURPOSES OF ELWYN OF PENNSYLVANIA AND DELAWARE, ELWYN NEW JERSEY, ELWYN CALIFORNIA AND FAMILY SUPPORT SERVICES. | Desc |
| Total Program Service Expenses | $1,334,526 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BOWERS | PersonNm |
| Phone | 6108912028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELWYN ROAD | AddressLine1Txt |
| City | Elwyn | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES S MCLISTER | |||||||||
| PRESIDENT/CEO | 5.0 | 55.0 | Yes (X) | Yes (X) | $0 | $473,997 | $58,116 | ||
| DEBRA M PAUL CPA MBA | |||||||||
| CFO | 1.0 | 59.0 | Yes (X) | $0 | $365,942 | $42,583 | |||
| LEONARD J KIRBY | |||||||||
| SVP/COO | 5.0 | 55.0 | Yes (X) | $0 | $288,578 | $25,323 | |||
| JEFFREY J GIOVINO | |||||||||
| SVP/COO THRU 03/2020 | 0.0 | 0.0 | $0 | $249,298 | $9,491 | Yes (X) | |||
| CINDY BERTRANDO | |||||||||
| SVP/CFO THRU 12/2019 | 0.0 | 0.0 | $0 | $243,750 | $1,790 | Yes (X) | |||
| MARGUERITE KRAFTSON | |||||||||
| SVP OF ADVANCEMENT | 25.0 | 20.0 | $0 | $197,614 | $20,552 | Yes (X) | |||
| JOSEPH E LUNDY ESQ | |||||||||
| CHAIRMAN | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREA ANANIA | |||||||||
| VICE CHAIR | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES J SEBRA | |||||||||
| TREASURER | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SILBER MD | |||||||||
| SECRETARY | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM SAUNDERS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALAN WECHSLER | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ALAN WICHLEI | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE S KUNSCH PHD | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BORDEN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER KELLOGG | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN M GOSS MHA | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANK FARLEY PHD | |||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| PIERRE L LAPERRIERE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MCCAULLY | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY C O'ROURKE | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| TRUDY SLADE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM EMMET | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,819,179 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $157,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $517,643 | FundraisingAmt |
| All Other Contributions | $1,834,308 | AllOtherContributionsAmt |
| Noncash Contributions | $3,732 | NoncashContributionsAmt |
| Total Contributions | $2,351,951 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,242,345 | TotalRevenueColumnAmt |
| Exclusion | $1,242,345 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,643,131 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,666,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,976,428 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,976,428 | TotalRevenueColumnAmt |
| Exclusion | $4,976,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $48,205 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $517,643 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $98,506 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,301 | TotalRevenueColumnAmt |
| Exclusion | -$50,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,520,423 | TotalRevenueColumnAmt |
| Exclusion | $6,168,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,334,526 | TotalAmt |
| Program Services | $1,334,526 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,875 | TotalAmt |
| Fundraising | $3,875 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,687 | TotalAmt |
| Management And General | $189,687 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240 | TotalAmt |
| Fundraising | $1,240 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652 | TotalAmt |
| Fundraising | $652 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55 | TotalAmt |
| Fundraising | $55 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,575 | TotalAmt |
| Fundraising | $20,575 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| FUNDR COSTS FROM ELWYN PA | $723,151 | $723,151 |
| REPAIRS AND MAINTENANCE | $619 | $619 |
| PROGRAM SUPPLIES | $416 | $416 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,274,796 | TotalAmt |
| Program Services | $1,334,526 | ProgramServicesAmt |
| Management And General | $189,687 | ManagementAndGeneralAmt |
| Fundraising | $750,583 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,640 | BOYAmt |
| EOY | $2,973,714 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,390 | BOYAmt |
| EOY | $1,518,540 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,767 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,697,088 | BOYAmt |
| EOY | $81,147,337 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,990 | BOYAmt |
| EOY | $1,712,730 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,144,875 | BOYAmt |
| EOY | $87,352,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,937 | BOYAmt |
| EOY | $5,878 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,632 | BOYAmt |
| EOY | $2,996,963 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,569 | BOYAmt |
| EOY | $3,002,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,608,349 | BOYAmt |
| EOY | $48,746,622 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,838,957 | BOYAmt |
| EOY | $35,602,858 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,447,306 | BOYAmt |
| EOY | $84,349,480 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,144,875 | BOYAmt |
| EOY | $87,352,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,245,627 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,190,281 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $18,466,266 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,551,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,533,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,685,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,785,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,357,516 | CurrentTaxYearAmt |
| Total | $10,913,305 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,551,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,533,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,685,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,785,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,357,516 | CurrentTaxYearAmt |
| Total | $10,913,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,603,641 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,309,664 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,242,345 | CurrentTaxYearAmt |
| Total | $1,662,882 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $15,151 | CurrentTaxYearMinus1YearAmt |
| Total | $15,151 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,591,338 | TotalSupportAmt |
| Public Support CY170 | 0.73937 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86672 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,822,467 | BeginningYearBalanceAmt |
| Contributions | $18,460,837 | ContributionsAmt |
| Investment Earnings Or Losses | $15,316,394 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $182,467 | AdministrativeExpensesAmt |
| End Year Balance | $78,417,231 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $40,585,964 | ContributionsAmt |
| Investment Earnings Or Losses | $4,236,503 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $44,822,467 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus2 Yr Endwmt Fund | CYMinus2YrEndwmtFundGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Board Designated Balance EOY | 0.61000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE | Desc |
| Amt | $2,996,963 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,996,963 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | As described in Schedule O, the majority of the endowment assets previously held on Elwyn of Pennsylvania and Delaware and Elwyn New Jersey were permanently transferred to the Elwyn Foundation during the fiscal years ended June 30, 2021, and 2020. These transfers are shown as contributions within Schedule D, Part V. THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE ORGANIZATION ON A LONG TERM BASIS. HISTORICALLY, the board approved spending plan has been to use, ON AVERAGE, 4% (4% was approved for Fiscal 2021) OF THE average balance over the past three most recent calendar years, measured as of December 31, TO SUPPORT THE MISSION OF THE ORGANIZATION. |
| Schedule D, Part X, Line 2 | THE 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, 2021 AND 2020, 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Elwyn Ball | Event1Nm |
| Gross Receipts Event1 | $454,570 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $410,155 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,415 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $87,858 | OtherDirectExpensesEvent1Amt |
| Event2 | Elwyn Day | Event2Nm |
| Gross Receipts Event2 | $72,622 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,932 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $690 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,079 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $38,656 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $35,556 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,100 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,569 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $565,848 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $517,643 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $48,205 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $98,506 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $98,506 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$50,301 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Elwyn of Pennsylvania and Delaware | |||||||
| 111 Elwyn Rd | Elwyn | PA | 19063 | 231352117 | 501(c)(3) | $1,308,817 | Support org mission |
| ELWYN CALIFORNIA | |||||||
| 3190 S BASCOM AVENUE | SAN JOSE | CA | 95124 | 261855027 | 501(c)(3) | $22,592 | Support org mission |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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 THE DISPOSITION OF FUNDS, WITH AN EMPHASIS ON ANY DONOR RESTRICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES S MCLISTER | ||||||||||||||
| PRESIDENT/CEO | $0 | $464,121 | $0 | $0 | $0 | $9,876 | $0 | $30,747 | $0 | $27,369 | $0 | $532,113 | $0 | $0 |
| JEFFREY J GIOVINO | ||||||||||||||
| SVP/COO THRU 03/2020 | $0 | $99,287 | $0 | $0 | $0 | $150,011 | $0 | $2,422 | $0 | $7,069 | $0 | $258,789 | $0 | $0 |
| CINDY BERTRANDO | ||||||||||||||
| SVP/CFO THRU 12/2019 | $0 | $0 | $0 | $0 | $0 | $243,750 | $0 | $1,790 | $0 | $0 | $0 | $245,540 | $0 | $0 |
| DEBRA M PAUL CPA MBA | ||||||||||||||
| CFO | $0 | $327,113 | $0 | $38,571 | $0 | $258 | $0 | $20,697 | $0 | $21,886 | $0 | $408,525 | $0 | $0 |
| LEONARD J KIRBY | ||||||||||||||
| SVP/COO | $0 | $288,398 | $0 | $0 | $0 | $180 | $0 | $17,100 | $0 | $8,223 | $0 | $313,901 | $0 | $0 |
| MARGUERITE KRAFTSON | ||||||||||||||
| SVP OF ADVANCEMENT | $0 | $197,434 | $0 | $0 | $0 | $180 | $0 | $12,000 | $0 | $8,552 | $0 | $218,166 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 | AN EMPLOYMENT CONTRACT DETERMINES THE COMPENSATION OF ELWYN'S PRESIDENT. THE BOARD OF DIRECTORS OF ELWYN OF PENNSYLVANIA AND DELAWARE, THE PARENT ORGANIZATION AT THE TIME, 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 MARCH 1, 2017, AND JUNE 30, 2022. |
| Schedule J, Part I, Line 4A | SEVERANCE PAY INCLUDED IN EARNINGS: JEFFREY J. GIOVINO - $93,750 CINDY BERTRANDO - $243,750 |
| Schedule J, Part I, Line 4B | ELWYN OF PENNSYLVANIA AND DELAWARE SPONSORS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AVAILABLE TO CERTAIN KEY CURRENT AND FORMER EMPLOYEES. THE FOLLOWING PERSONS PARTICIPATE IN THE PLANS: CHARLES S. MCLISTER - $13,018 JEFFREY J. GIOVINO - $1,793 CINDY BERTRANDO - $1,790 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 (Continued) | The Elwyn Foundation is a Pennsylvania non-profit 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 Non-Profit Corporation, and Elwyn California, a California nonprofit corporation. Elwyn of Pennsylvania and Delaware is the sole member of two operating subsidiaries and various non-operating subsidiaries. The operating subsidiaries include Fellowship Health Resources ("FHR"), a Rhode Island nonprofit corporation and Family Support Services, a Pennsylvania 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 THROUGH PROGRAMS OPERATING IN MULTIPLE GEOGRAPHIC REGIONS THROUGHOUT THE UNITED STATES. THE ORGANIZATION has THREE PRIMARY SERVICE lines, WHICH ARE SUPPORTS FOR LIVING, ADULT SERVICES AND CHILDREN'S SERVICES. THE SUPPORTS FOR living programs provide RESIDENTIAL AND WORK & DAY SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ADULT SERVICES 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 BOTH COMMUNITY AND RESIDENTIAL SERVICES FOR CHILDREN AND ADOLESCENTS WITH SOCIAL, EMOTIONAL AND BEHAVIORAL CHALLENGES. |
| 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 APPROVED BY THE AUDIT COMMITTEE OF THE ELWYN FOUNDATION. PRIOR TO FILING, THE APPROVED FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS OF THE ELWYN FOUNDATION. |
| Form 990, Part VI, Section B, Line 12c | 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, Section B, Lines 15a & 15b | THE ELWYN FOUNDATION HAS NO EMPLOYEES. AN EMPLOYMENT CONTRACT DETERMINES THE COMPENSATION OF ELWYN'S PRESIDENT. THE BOARD OF DIRECTORS OF ELYWN OF PENNSYLVANIA AND DELAWARE, THE PARENT ORGANIZATION AT THE TIME, 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 MARCH 1, 2017, AND JUNE 30, 2022. ANNUALLY, ELWYN OF PENNSYVLANIA AND DELAWARE'S PRESIDENT DETERMINES THE COMPENSATION PAID TO OTHER SENIOR EXECUTIVES. THE COMPENSATION INFORMATION FOR THESE EMPLOYEES IS DISTRIBUTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR INFORMATIONAL PURPOSES ONLY. |
| Form 990, Part VI, Section C, Line 19 | 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 $739,000 have been reduced by $15,849 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 | EQUITY TRANSFER FROM RELATED ENTITIES $18,460,837 CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY $ 5,429 -------------- TOTAL $18,466,266 -------------- The equity transfer from related entities represents a permanent transfer of endowment assets and other investments, including repayments on loans from the board-designated quasi endowment, from Elwyn of Pennsylvania and Delaware and Elwyn New Jersey to the Elwyn Foundation. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Elwyn of Pennsylvania and Delaware | ||||||||||
| 111 Elwyn Rd | Elwyn | PA | 19063 | 231352117 | Human svcs | PA | 501(c)(3) | 3 | Elwyn Fdn | Yes (true) |
| Elwyn New Jersey | ||||||||||
| 208 W Landis Avenue | Vineland | NJ | 08360 | 221801227 | Human Svcs | NJ | 501(c)(3) | 10 | Elwyn Fdn | Yes (true) |
| Provider Enhanced Management Services | ||||||||||
| 111 Elwyn Rd | Elwyn | PA | 19063 | 232600304 | Inactive | PA | 501(c)(3) | 10 | Elwyn PA DE | Yes (true) |
| Sleighton School | ||||||||||
| 111 Elwyn Rd | Elwyn | PA | 19063 | 231352527 | Inactive | PA | 501(c)(3) | 12A, Type I | Elwyn PA DE | Yes (true) |
| Elwyn California | ||||||||||
| 3190 S Bascom Ave | San Jose | CA | 95124 | 261855027 | Human Svcs | CA | 501(c)(3) | 7 | Elwyn Fdn | Yes (true) |
| Family Support Services | ||||||||||
| 7200 Chestnut St 103 | Upper Darby | PA | 19082 | 231994645 | Human Svcs | PA | 501(c)(3) | 7 | Elwyn PA DE | Yes (true) |
| Elwyn Insitutes Workers Comp Trust | ||||||||||
| 111 Elwyn Rd | Elwyn | PA | 19063 | 232427093 | Workers Comp | PA | 501(c)(3) | 12A, Type I | Elwyn PA DE | Yes (true) |
| Elwyn Virginia | ||||||||||
| 111 Elwyn Rd | Elwyn | PA | 19063 | 474385994 | Inactive | VA | 501(c)(3) | 7 | Elwyn PA DE | Yes (true) |
| Fellowship Health Resources Inc | ||||||||||
| 24 Albion Road | Lincoln | RI | 02865 | 050373414 | Human Svcs | RI | 501(c)(3) | 7 | Elwyn PA DE | Yes (true) |
| Fellowship Realty Corp Inc | ||||||||||
| 24 Albion Road | Lincoln | RI | 02865 | 050518796 | Prop Rental | RI | 501(c)(2) | N/A | FHR Inc | Yes (true) |
| Fellowship Realty Corp of MA Inc | ||||||||||
| 24 Albion Road | Lincoln | RI | 02865 | 204650367 | Prop Rental | RI | 501(c)(3) | 10 | FHR Inc | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Grace Pharmacy | |||||||||||
| 111 Elwyn Rd | Elwyn | PA | 19063 | 201744870 | Inactive | PA | Elwyn PA DE | C Corp | $0 | $0 | Yes (true) |
| EIB Inc | |||||||||||
| 111 Elwyn Road | Elwyn | PA | 19063 | 232511810 | Inactive | PA | Elwyn PA DE | C Corp | $0 | $0 | Yes (true) |
| BIE Industries | |||||||||||
| 111 Elwyn Road | Elwyn | PA | 19063 | 232361332 | Inactive | PA | Elwyn PA DE | C Corp | $0 | $0 | Yes (true) |
| Habilitation Facilities | |||||||||||
| 111 Elwyn Road | Elwyn | PA | 19063 | 232426839 | Inactive | PA | Elwyn PA DE | C Corp | $0 | $0 | Yes (true) |
| Elwyn Health Services of Pennsylvania PC | |||||||||||
| 111 Elwyn Road | Elwyn | PA | 19063 | 814397361 | Inactive | PA | Elwyn PA DE | C Corp | $0 | $0 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Elwyn of Pennsylvania and Delaware | ||
| b | $1,308,817 | FMV |
| Elwyn of Pennsylvania and Delaware | ||
| D | $2,729,715 | FMV |
| Elwyn California | ||
| D | $267,248 | FMV |
| Elwyn of Pennsylvania and Delaware | ||
| P | $739,000 | FMV |
| ELWYN NEW JERSEY | ||
| S | $10,579,872 | FMV |
| ELWYN OF PENNSYLVANIA AND DELAWARE | ||
| S | $7,880,965 | FMV |
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