2020-07-15T14:38:18-05:00 2019-06-30 BDO USA LLP 1801 MARKET STREET SUITE 1700 PHILADELPHIA PA 19103 990 2018-07-01 201915642 The Elwyn Foundation % DEBRA PAUL ELWY 6108912000 111 Elwyn Road Elwyn PA 19063 CHARLES S MCLISTER PRESIDENT 6108912000 2020-07-14 true MARC R BERGER CPA P01871563 2155641900 68.57.255.206 24174920201975000371 2020-07-15 P 5A87CDB628F42FEBEB468B67B291677CC8A0A888 5A87CDB628F42FEBEB468B67B291677CC8A0A888 2018 2021-01-29 14:40:06Z CHARLES S MCLISTER 111 Elwyn Road Elwyn PA 19063 2875417 false X www.elwyn.org X 2004 PA This corporation is organized exclusively for the charitable benefit of Elwyn and its subsidiaries within the meaning of Section 501(c)(3) of the Internal (Continued on Schedule O) 14 13 0 13 0 1533751 2685408 0 0 40654 46834 -49189 -37242 1525216 2695000 2150495 1268891 0 0 0 0 0 0 1114371 779870 1114371 2930365 2383262 -1405149 311738 3639339 5895004 21887 1823801 3617452 4071203 X The Elwyn Foundation was created to establish a supporting organization for the benefit of Elwyn and its subsidiaries. The mission of the Elwyn Foundation is to (Continued on Schedule O) false false 587593 587593 Distributions were made to Elwyn to support programmatic requirements in the behavioral health and work & day programs. Elwyn serves approximately 2,077 clients in its behavioral health programs and approximately 942 in the work & day programs. 418800 418800 Distributions were made to Elwyn New Jersey to support its residential day programs and employment services provided for persons with developmental disabilities. Elwyn New Jersey serves approximately 208 clients in its residential programs and 228 clients in its day, vocational and social rehabilitation programs. 262498 262498 Distributions were made to Elwyn California to support its residential programs that serves 178 adults with intellectual and/or developmental disabilities. Distributions supported specialized residences, designed to provide additional support needed by residents with medical conditions or specific syndromes. 1268891 true true false false false false false false false false false false false false true true false true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 1 0 0 false false false false false true true false false false false false false X 14 13 false false false false true true true true true false false true true true true true true false false false CA NJ PA X DEBRA PAUL 6108912000 111 ELWYN ROAD Elwyn PA 190634699 X Charles S McLister President 10.0 40.0 X X 0 527498 33357 Adam Saunders Chairman 1.0 1.0 X X 0 0 0 Judith Strine Vice Chairman 1.0 2.0 X X 0 0 0 JR Burke Jr Secretary 1.0 0.0 X X 0 0 0 Joan Emmi Treasurer 1.0 3.0 X X 0 0 0 Jared G Culotta Board member 1.0 0.0 X 0 0 0 Frank L Doyle III Board member 1.0 0.0 X 0 0 0 Francis J Dunphy Board member 1.0 1.0 X 0 0 0 J Richard Leaman Jr Board member 1.0 0.0 X 0 0 0 Joseph E Lundy Esq Board member 1.0 2.0 X 0 0 0 Thomas McCaully Board member 1.0 2.0 X 0 0 0 Lisa Spector Board member 1.0 0.0 X 0 0 0 Richard W Stevens Esq Board member 1.0 0.0 X 0 0 0 Alan Wechsler Board member 1.0 0.0 X 0 0 0 Cindy Bertrando SVP & Chief Financial Officer 5.0 45.0 X 0 344244 24209 Jeffrey Giovino SVP & Chief Operating Officer 5.0 45.0 X 0 381262 39477 Marguerite Kraftson VP of Advancement 45.0 0.0 X 0 211663 13103 Sandra Cornelius Former President 0.0 0.0 X 0 194545 0 0 1659212 110146 0 true true false 0 728625 336614 1620169 12889 2685408 0 46834 46834 0 0 0 0 0 0 143175 728625 180417 -37242 -37242 0 0 0 0 0 0 0 2695000 9592 1268891 1268891 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8084 8084 0 0 0 0 0 0 0 0 0 0 FUNDRAISING COSTS 1106287 1106287 2383262 1268891 0 1114371 1459144 3025667 0 0 0 495225 0 0 0 0 0 0 0 0 0 0 0 27505 0 0 2180195 2346607 0 0 0 0 0 0 0 0 3639339 5895004 21887 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1823801 21887 1823801 X 231124 479774 3386328 3591429 0 0 3617452 4071203 3639339 5895004 311738 142013 X false true X true false X X 5 ELWYN 231352117 3 true 587593 0 FAMILY SUPPORT SERVICES 231994645 7 false 0 0 ELWYN NEW JERSEY 221801227 10 false 418800 0 PROVIDER ENHANCED MANAGEMENT SERVICES 232600304 10 false 0 0 ELWYN CALIFORNIA 261855027 7 false 262498 0 5 1268891 false false false false false false false false false false false false false false false true true Schedule A, Part IV, Section A, Line 1 Elwyn and any other entity that is operated, supervised or controlled by or in connection with Elwyn, so long as the benefited organizations qualify as an organization described in Section 501(c)(3), Section 509(a)(1) or Section 509(a)(2) of the Internal Revenue Code. Elwyn is the sole member of the organization and each of the other organizations identified in Schedule A, Part I, Line G, Column (1). The officers and directors of Elwyn Foundation decide in accordance with donor restrictions which, among the affiliated supported organizations, will receive support and, if so, how much. Schedule A, Part IV, Section B, Line 2 The other Section 501(c)(3) public charities supported by the Elwyn Foundation are controlled by the supported organization (Elwyn) that controls the foundation. The support provided to these commonly controlled organizations serves the charitable purpose and mission of the supported organization (Elwyn) that controls the Elwyn Foundation. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ADVANCES FROM AFFILIATES 1823801 1823801 X Schedule D, Part X, Line 2 The Foundation has been recognized by the Internal Revenue Service ("IRS") as tax-exempt organizations 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 entitie is subject to unrelated business tax income based on its activities. For the year ended June 30, 2019, 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 has filed all of its IRS Form 990, including 990-T, where applicable, for the year ended June 30, 2018. Elwyn Ball 697496 593571 103925 178460 Ski-A-Thon 36693 32793 3900 1957 8 137611 102261 35350 871800 728625 143175 180417 180417 -37242 true Elwyn 111 Elwyn Rd Elwyn PA 19063 231352117 501(c)(3) 587592 Support org mission Elwyn California 3190 S Bascom Ave San Jose CA 95124 261855027 501(c)(3) 262498 Support org mission Elwyn New Jersey 1667 E Landis Ave Vineland NJ 08360 221801227 501(c)(3) 418801 Support org mission 3 0 Schedule I, Part I, Line 2: The Elwyn Foundation utilizes a Microsoft General Ledger package 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. The Elwyn Foundation solely supports Elwyn and its subsidiaries. true true false false false false false false false Charles S McLister President 0 457130 0 67500 0 2868 0 13953 0 19404 0 560855 0 0 Cindy Bertrando SVP & Chief Financial Officer 0 302968 0 41000 0 276 0 8266 0 15943 0 368453 0 0 Jeffrey Giovino SVP & Chief Operating Officer 0 334486 0 38000 0 8776 0 21073 0 18404 0 420739 0 0 Marguerite Kraftson VP of Advancement 0 192483 0 19000 0 180 0 7139 0 5964 0 224766 0 0 Sandra Cornelius Former President 0 0 0 0 0 194545 0 0 0 0 0 194545 0 0 Schedule J, Part I, Line 3 An employment contract determines the compensation of Elwyn's president. Elwyn's board of directors 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 SANDRA S. CORNELIUS RECEIVED SEVERANCE IN THE AMOUNT OF $194,545. Schedule J, Part I, Line 4b ELWYN SPONSORS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AVAILABLE TO CERTAIN KEY CURRENT AND FORMER EMPLOYEES. THE FOLLOWING PERSONS PARTICIPATE IN THE PLANS: CHARLES S. MCLISTER JEFFREY J. GIOVINO CINDY BERTRANDO INDIVIDUALS DID NOT RECEIVE AN INCREASE IN THE BENEFIT FOR THE REPORTING PERIOD. Form 990, Subsequent Information Elwyn is a Pennsylvania not-for-profit corporation providing day and residential programs, special education, vocational, and social rehabilitation services to disabled persons. Elwyn operates locations in Pennsylvania and Delaware. In addition, Elwyn is the sole member of Elwyn New Jersey, Elwyn California, The Elwyn Foundation, Fellowship Health Resources, Inc., Provider Enhancement Management Services, Family Support Services, and Sleighton School. Elwyn also owns 100% of Grace Pharmacy, a for-profit corporation. As of July 1, 2019, Elwyn and certain of its subsidiaries completed an internal corporate reorganization. In connection with this reorganization, The Elwyn Foundation converted into a Pennsylvania non-member, nonprofit corporation and, as such, Elwyn will no longer serve as the sole member of The Elwyn Foundation. Elwyn converted into a Pennsylvania member, nonprofit corporation, with The Elwyn Foundation as its sole member and also changed its corporate name to "Elwyn of Pennsylvania and Delaware". Form 990, Part I, Line 1 (Continued) Revenue Code of 1986, as amended (the "Code") as more specifically stated in its articles of incorporation. The corporation shall be operated exclusively for such purposes and more specifically, the corporation is organized and shall be operated exclusively for the benefit of, to perform the functions, or to carry out the purposes of Elwyn, a publicly supported 501(c)(3) organization, and any other entity that is operated, supervised or controlled by or in connection with Elwyn, so long as the benefited organizations qualify as an organization described in Section 509(a)(2) of the Code (the "supported entity"supported entities"). Form 990, Part III, Line 1 (Continued) ensure that individuals served by Elwyn are given every opportunity to lead meaningful lives without compromise. Form 990, Part VI, Section A, Line 6 Elwyn is the sole member of the Elwyn Foundation. Form 990, Part VI, Section A, Lines 7a & 7b Elwyn, as the sole member, reserves, among others, the power to appoint the members of the Board of Directors of the Elwyn Foundation. 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 our Audit Committee, prior to filing. Form 990, Part VI, Section B, Line 12c The Elwyn Board of Directors 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. ELWYN'S BOARD OF DIRECTORS 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'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 Elwyn 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. Elwyn 111 Elwyn Rd Elwyn PA 19063 231352117 Human svcs PA 501(c)(3) 3 N/A false Elwyn New Jersey 228 W Landis Ave Vineland NJ 08360 221801227 Human Svcs NJ 501(c)(3) 10 Elwyn false Provider Enhanced Management Services 111 Elwyn Rd Elwyn PA 19063 232600304 Inactive PA 501(c)(3) 10 Elwyn false Sleighton School 111 Elwyn Rd Elwyn PA 19063 231352527 Inactive PA 501(c)(3) 12A, Type 1 Elwyn false Elwyn California 3190 S Bascom Ave San Jose CA 95124 261855027 Human Svcs CA 501(c)(3) 7 Elwyn false Family Support Services 7200 Chestnut St 103 Upper Darby PA 19082 231994645 Human Svcs PA 501(c)(3) 7 Elwyn false Elwyn Insitutes Workers Comp Trust 111 Elwyn Rd Elwyn PA 19063 232427093 Workers Comp PA 501(c)(3) 12A, Type 1 Elwyn false Elwyn Virginia 111 Elwyn Rd Elwyn PA 19063 474385994 Inactive VA 501(c)(3) 7 Elwyn false Fellowship Health Resources Inc 24 Albion Road Lincoln RI 02865 050373414 Human Svcs RI 501(c)(3) 7 Elwyn false Fellowship Realty Corp Inc 24 Albion Road Lincoln RI 02865 050158796 Prop Rental RI 501(c)(2) FHR Inc false Fellowship Realty Corp of MA Inc 24 Albion Road Lincoln RI 02865 204650367 Prop Rental RI 501(c)(3) 10 FHR Inc false Grace Pharmacy 111 Elwyn Rd Elwyn PA 19063 201744870 Inactive PA Elwyn C Corp 0 0 0.00000 false EIB Inc 111 Elwyn Rd Elwyn PA 19063 232511810 Inactive PA Elwyn C Corp 0 0 0.00000 false BIE Industries 111 Elwyn Rd Elwyn PA 19063 232361332 Inactive PA Elwyn C Corp 0 0 0.00000 false Habilitation Facilities 111 Elwyn Road Elwyn PA 19063 232426839 Inactive PA Elwyn C Corp 0 0 0.00000 false false true true true true false false false false true false true true false true true true false false