2019-05-22T15:49:05-05:00 2018-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2017-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912000 111 ELWYN ROAD ELWYN PA 19063 CINDY BERTRANDO SENIOR VICE PRESIDENT AND CFO 6108912000 2019-05-22 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2019-05-22 15:09:20 ED P A784698B36C1CCCF720A42ED971C1A0062FE5F8A CECC75CF355912F56ED72DBB5611C06AF3BEBD57 2017 2019-02-21 02:37:17Z CHARLES S MCLISTER 111 ELWYN ROAD ELWYN PA 19063 1707664 0 X WWW.ELWYN.ORG X 2004 PA SEE SCHEDULE O 13 12 0 12 0 0 2551259 1533751 0 0 62801 40654 0 -49189 2614060 1525216 968806 2150495 0 0 0 0 0 0 766850 983868 779870 1952674 2930365 661386 -1405149 4886946 3639339 64673 21887 4822273 3617452 X SEE SCHEDULE O 0 0 1620407 1620407 DISTRIBUTIONS WERE MADE TO ELWYN TO SUPPORT CONSTRUCTION OF THE HELEN AND DICK LEAMAN EDUCATION CENTER. THE CENTER IS DEDICATED TO EDUCATION OF YOUNG CHILDREN WITH BEHAVIORAL HEALTH ISSUES AS WELL AS MEDICALLY FRAGILE STUDENTS. 136590 136590 DISTRIBUTIONS WERE MADE TO ELWYN NEW JERSEY TO SUPPORT ITS RESIDENTIAL AND DAY PROGRAMS AND EMPLOYMENT SERVICES PROVIDED FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. ELWYN NEW JERSEY SERVES APPROXIMATELY 212 CLIENTS IN ITS RESIDENTIAL PROGRAMS AND 248 CLIENTS IN ITS DAY, VOCATIONAL AND SOCIAL REHABILITATION PROGRAMS. 139641 139641 DISTRIBUTIONS WERE MADE TO ELWYN TO SUPPORT ITS SUPPORTS FOR LIVING PROGRAM, A RESIDENTIAL PROGRAM THAT SERVES 464 ADULTS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES. DISTRIBUTIONS SUPPORTED SPECIALIZED RESIDENCES, DESIGNED TO PROVIDE ADDITIONAL SUPPORTS NEEDED BY RESIDENTS WITH MEDICAL CONDITIONS OR SPECIFIC SYNDROMES. 253857 253857 FUNDS GRANTED TO OTHER ELWYN AND ELWYN CALIFORNIA PROGRAMS, INCLUDING WORK AND DAY, BEHAVIORAL HEALTH, AND EARLY INTERVENTION PROGRAMS. FUNDS WERE USED PRIMARILY TO PROVIDE PROGRAMMATIC ENHANCEMENTS FOR CLIENTS, INCLUDING ENTERTAINMENT, RECREATIONAL AND SOCIALIZATION ACTIVITIES. ELWYN RECEIVED $239,284 AND ELWYN CALIFORNIA RECEIVED $14,573. 253857 253857 2150495 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 13 12 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X CINDY BERTRANDO SENIOR VP & CFO 6108912000 111 ELWYN ROAD ELWYN PA 190634699 J RICHARD LEAMAN JR CHAIRMAN 1.00 2.00 X 0 0 0 CHARLES S MCLISTER PRESIDENT 3.00 47.00 X X 0 328846 41807 ALAN WECHSLER VICE CHAIRMAN 1.00 1.00 X 0 0 0 JR BURKE JR SECRETARY 1.00 X 0 0 0 JOAN EMMI TREASURER 1.00 2.00 X 0 0 0 JARED G CULOTTA BOARD MEMBER 1.00 1.00 X 0 0 0 FRANCIS J DUNPHY BOARD MEMBER 1.00 1.00 X 0 0 0 TINA HWANG BOARD MEMBER 1.00 1.00 X 0 0 0 JOSEPH E LUNDY ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 LISA SPECTOR BOARD MEMBER 1.00 X 0 0 0 RICHARD W STEVENS ESQ BOARD MEMBER 1.00 X 0 0 0 JUDITH STRINE BOARD MEMBER 1.00 1.00 X 0 0 0 FRANK L DOYLE III BOARD MEMBER 1.00 X 0 0 0 CINDY BERTRANDO SVP AND CHIEF FINANCIAL OFFICER 3.00 47.00 X 0 104192 0 JEFFREY J GIOVINO SVP AND CHIEF OPERATING OFFICER 3.00 47.00 X 0 225000 33382 MICHELE A SCHIAVONI FORMER EXECUTIVE DIRECTOR ELWYN FOUNDATION 45.00 X 0 271749 13903 SANDRA SCORNELIUS FORMER PRESIDENT 0.00 X 0 561078 30290 0 1490865 119382 0 1 1 0 0 628788 31817 873146 39101 1533751 40654 40654 133259 628788 182448 -49189 -49189 1525216 0 0 -8535 2150495 2150495 2897 2897 9858 9858 FUND RAISING EXPENSE 766850 766850 LICENSES AND REGISTRATI 265 265 2930365 2150495 13020 766850 263770 1459144 1940331 2180195 2682845 0 4886946 3639339 64673 21887 64673 21887 X 231124 4822273 3386328 4822273 3617452 4886946 3639339 -1405149 200328 0 X X 0 1 X 1 0 X X 5 ELWYN 231352117 3 1 1999332 0 FAMILY SUPPORT SERVICES 231994645 7 0 0 0 ELWYN NEW JERSEY 221801227 10 0 136590 0 PROVIDER ENHANCED MANAGEMENT SERVICES 232600304 10 0 0 0 ELWYN CALIFORNIA 261855027 7 0 14573 0 5 2150495 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 ON SCHEDULE A, PART I, LINE G, COLUMN (1). THE OFFICERS AND DIRECTORS OF ELWYN FOUNDATION DECIDE WHICH, AMONG THE AFFILIATED SUPPORTED ORGANIZATIONS, WILL RECEIVE SUPPORT AND, IF SO, HOW MUCH. 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 ORRGANIZATION (ELWYN) THAT CONTROLS THE ELWYN FOUNDATION. 0 X 1898134 200328 200328 1697806 9858 -182448 -172590 1525216 789167 19155 19155 770012 9858 2150495 2160353 2930365 PART X, LINE 2: PER AUDITED FINANCIAL STATEMENTS AS OF AND FOR YEAR ENDED JUNE 30, 2018: ELWYN, ELWYN NEW JERSEY, ELWYN CALIFORNIA, THE ELWYN FOUNDATION, PROVIDER ENHANCED MANAGEMENT SERVICES, SLEIGHTON SCHOOL, AND FAMILY SUPPORT SERVICES (COLLECTIVELY, THE "ENTITIES") HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C) OF THE INTERNAL REVENUE CODE ("IRC") AND ARE EXEMPT FROM FEDERAL TAXES PURSUANT TO SECTION 501(C)(1) OF THE IRC. HOWEVER, AT TIMES, ELWYN IS SUBJECT TO UNRELATED BUSINESS INCOME TAX BASED ON ITS ACTIVITIES. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30, 2018. FOR THE YEAR ENDED JUNE 30, 2018, THE ENTITIES DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EACH OF THE ENTITIES IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2014. SUPPLEMENTARY INFORMATION: ELWYN, ELWYN NEW JERSEY, ELWYN CALIFORNIA, THE ELWYN FOUNDATION, PROVIDER ENHANCED MANAGEMENT SERVICES, SLEIGHTON SCHOOL, AND FAMILY SUPPORT SERVICES FILE FORM 990. CERTAIN ENTITIES, INCLUDING ELWYN, ALSO FILE FORM 990T. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING EVENTS -182,448. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING EVENTS 19,155. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO SUPPORTED ORGANIZATIONS 2,313,788. DIRECT EXPENSES FOR FUNDRAISING EVENTS INCLUDED IN GRANTS -163,293. ANNUAL BALL 554729 450739 103990 154482 DAVIDSON ART EXHIBIT 58403 47288 11115 20893 5 148915 130761 18154 7074 762047 628788 133259 182449 182449 -49190 1 ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 1999332 BOOK SUPPORT THE MISSION OF ELWYN AS STATED ON PAGE 2 OF FORM 990. ELWYN CALIFORNIA 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 501(C)(3) 14573 BOOK SUPPORT THE MISSION OF ELWYN CALIFORNIA AS STATED ON SCHEDULE O OF THE 990. ELWYN NEW JERSEY 1667 E LANDIS AVENUE VINELAND NJ 08360 221801227 501(C)(3) 136590 BOOK SUPPORTS THE MISSION OF ELWYN NEW JERSEY AS STATED ON PAGE 2 OF FORM 990. 3 0 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 SOLEY SUPPORTS ELWYN AND ITS SUBSIDIARIES. X X X X X X 1 0 0 0 0 0 0 0 0 CHARLES S MCLISTER PRESIDENT 0 328846 0 0 0 0 0 33348 0 8459 0 370653 0 0 JEFFREY J GIOVINO SVP AND CHIEF OPERATING OFFICER 0 219115 0 0 0 5885 0 26224 0 7158 0 258382 0 0 MICHELE A SCHIAVONI FORMER EXECUTIVE DIRECTOR ELWYN FOUN 0 165980 0 0 0 105769 0 7781 0 6122 0 285652 0 0 SANDRA SCORNELIUS FORMER PRESIDENT 0 315624 0 0 0 245454 0 28877 0 1413 0 591368 0 0 PART I, LINE 4A SANDRA S. CORNELIUS - FORMER PRESIDENT - $245,454 MICHELE A. SCHIAVONI - FORMER EXECUTIVE DIRECTOR, FOUNDATION - $105,769 X 5 39101 MARKET VALUE OF SECURITY 0 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 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 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 501(C)(3), AND SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE CODE (THE "SUPPORTED ENTITY OR "SUPPORTED ENTITIES"). FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE ELWYN FOUNDATION WAS CREATED TO ESTABLISH A SUPORTING ORGANIZATION FOR THE BENEFIT OF ELWYN AND ITS SUBSIDIARIES. THE MISSION OF THE ELWYN FOUNDATION IS TO ENSURE THAT INDIVIDUALS SERVED BY ELWYN ARE GIVEN EVERY OPPORTUNITY TO LEAD MEANINGFUL LIVES WITHOUT COMPROMISE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO ELWYN, ITS SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ELWYN IS THE SOLE MEMBER OF THE ELWYN FOUNDATION. FORM 990, PART VI, SECTION A, LINE 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, LINE 15 THE ELWYN FOUNDATION HAS NO EMPLOYEES. 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. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS OR THE SELECTION OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 HUMAN SERVICES PA 501(C)(3) 3 0 SLEIGHTON SCHOOL 111 ELWYN ROAD ELWYN PA 19063 231352527 INACTIVE PA 501(C)(3) 12A ELWYN 0 ELWYN NEW JERSEY 1667 E LANDIS AVENUE VINELAND NJ 08360 221801227 HUMAN SERVICES NJ 501(C)(3) 10 ELWYN 0 PROVIDER ENHANCED MANAGEMENT SERVICES 111 ELWYN ROAD ELWYN PA 19063 232600304 INACTIVE PA 501(C)(3) 10 ELWYN 0 ELWYN CALIFORNIA 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 HUMAN SERVICES CA 501(C)(3) 7 ELWYN 0 FAMILY SUPPORT SERVICES 111 ELWYN ROAD ELWYN PA 19063 231994645 HUMAN SERVICES PA 501(C)(3) 7 ELWYN 0 ELWYN INSTITUTES WORKERS COMPENSATION TRUST 111 ELWYN ROAD ELWYN PA 19063 232427093 WORKERS COMPENSATION INSURANCE PA 501(C)(3) 12A ELWYN 0 ELWYN VIRGINIA 111 ELWYN ROAD ELWYN PA 19063 474385994 INACTIVE VA 501(C)(3) 7 ELWYN 0 GRACE PHARMACY 111 ELWYN ROAD ELWYN PA 19063 201744870 INACTIVE PA ELWYN C 0 EIB INC 111 ELWYN ROAD ELWYN PA 19063 232511810 INACTIVE PA ELWYN C 0 HABILITATION FACILITIES 111 ELWYN ROAD ELWYN PA 19063 232426839 INACTIVE PA ELWYN C 0 BIE INDUSTRIES 111 ELWYN ROAD ELWYN PA 19063 232361332 INACTIVE PA ELWYN C 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 ELWYN B 1999332 CASH ELWYN CALIFORNIA B 14573 CASH ELWYN O 395599 SALARY AND FRINGES ELWYN NEW JERSEY B 136590 CASH ELWYN P 370238 OTHER EXPENSES ELWYN C 31817 CASH ELWYN P 182448 FUNDRAISING EXPENSES LATE FILED DUE TO CCH SOFTWARE OUTAGE.