2018-05-03T14:25:54-05:00 2017-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2016-07-01 261855027 ELWYN CALIFORNIA ELWY 4085581500 3190 S BASCOM AVENUE NO 140 SAN JOSE CA 95124 JAMES MICKEY SNR VP AND CFO 6108912000 2018-04-25 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2018-04-25 10:49:16 ED P BEA8DFBFB3CC39BD37C92E2FF32F23D41CC149D1 3311A63CC33040ECFA97E158FE2DBC0E6C2B78D6 2016 2021-01-29 14:40:06Z CHARLES S MCLISTER 3190 S BASCOM AVENUE NO 140 SAN JOSE CA 95124 37645961 0 X WWW.ELWYN.ORG X 2008 CA SEE SCHEDULE O 13 11 775 21 0 0 41359 57247 33066405 37583764 5507 4950 0 0 33113271 37645961 0 0 0 0 21462167 24793291 0 0 0 11665726 12849130 33127893 37642421 -14622 3540 8633360 7392292 8256726 6987617 376634 404675 X ELWYN CALIFORNIA WAS DEVELOPED SPECIFICALLY TO PROVIDE SUPPORT TO CHALLENGED INDIVIDUALS MOVING INTO THE COMMUNITY FROM STATE INSTITUTIONAL SETTINGS. ELWYN CALIFORNIA SPECIALIZES IN SERVICES FOR PEOPLE WITH INTENSIVE SUPPORT NEEDS IN THE MEDICAL AND BEHAVIORAL AREAS OF LIFE. OUR MANAGEMENT AND DIRECT SUPPORT TEAMS ARE VERY FAMILIAR WITH PROVIDING COMMUNITY INTEGRATED SETTINGS THAT INCLUDE OVERSIGHT AND CLINICAL EXCELLENCE. OUR INNOVATIVE CULTURE AND DEDICATED STAFF ENABLE US TO HELP PEOPLE BUILD MORE INDEPENDENT, PRODUCTIVE LIVES. 0 0 31697395 33316761 RESPONSIBLE FOR THE TRANSFER OF DEVELOPMENTALLY DISABLED PERSONS FROM STATE INSTITUTIONS TO COMMUNITY GROUP HOMES. INDIVIDUALIZED HABILITATION AND BEHAVIOR SUPPORT PLANS FOR THESE CLIENTS WERE GENERATED AND IMPLEMENTED. COMMUNITY LIVING ARRANGEMENTS WERE DESIGNED AND OPENED FOR 117 SPECIAL-NEEDS INDIVIDUALS RESIDING IN 28 COMMUNITY GROUP HOMES. THESE INDIVIDUALS ARE BEING INTEGRATED INTO THE COMMUNITY IN ORDER TO ENJOY ACTIVE, PRODUCTIVE LIVES. 4265366 4267003 WORKSHOP, SUPPORTED EMPLOYMENT AND ADULT DAY CARE PROGRAMS SERVING APPROXIMATELY 265 INDIVIDUALS ARE OPERATED TO PROVIDE EMPLOYMENT AND SOCIAL INTEGRATION OPPORTUNITIES TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES. 35962761 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 0 1 775 1 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JAMES MICKEY TREASURER 6108912000 111 ELWYN ROAD ELWYN PA 19063 SANDRA S CORNELIUS PHD FORMER PRESIDENT 1.00 39.00 X X 0 439681 26727 JOSEPH E PAPPANO JR MD CHAIRMAN 1.00 X 0 0 0 CLARENCE SCOTTY SCOTT VICE-CHAIRMAN 1.00 X 0 0 0 BRIAN BOXALL SECRETARY 1.00 X 0 0 0 DANIEL M REARDON FORMER CFO/TREASURER 1.00 39.00 X X 0 326334 21110 ROSEMARY DALEY BOARD MEMBER 1.00 X 0 0 0 BRADLEY KOLB BOARD MEMBER 1.00 X 0 0 0 BUD O'HARE BOARD MEMBER 1.00 X 0 0 0 JOANIE PEPPER BOARD MEMBER 1.00 X 0 0 0 ADELINE ROSSI BOARD MEMBER 1.00 X 0 0 0 SOPHIA VELASTEGUI BOARD MEMBER 1.00 X 0 0 0 VALAIDA S WALKER EDD BOARD MEMBER 1.00 X 0 0 0 RITA WILLIAMS BOARD MEMBER 1.00 X 0 0 0 CHARLES H MCLISTER PRESIDENT 1.00 39.00 X 0 0 0 CINDY BERTRANDO CFO/TREASURER 1.00 39.00 X 0 0 0 H SCOTT CAMPBELL VICE-PRESIDENT 40.00 X 0 244965 24032 MICHAEL L KOTTKE EXECUTIVE DIRECTOR 40.00 X 152401 0 13056 152401 1010980 84925 1 0 1 0 STATE OF CALIFORNIA 1600 9TH STREET PO BOX 944202 SACRAMENTO CA 942442020 PURCHASED PERSONNEL 1894810 MCKESSON PO BOX 634404 CINCINATTI OH 452634404 MEDICAL SUPPLIES 352717 EMKAY PO BOX 13520 NEWARK NJ 071880520 VEHICLE RENTAL/MAINTENANCE 253983 3 57247 57247 RESIDENTIAL 623000 33316761 33316761 DAY PROGRAM 624310 4267003 4267003 37583764 4187 4187 763 0 763 763 763 37645961 37583764 0 4950 X 165457 165457 19911547 19911547 462901 462901 2730673 2730673 1522713 1522713 1094996 1094996 51426 51426 17841 17841 4476866 3950690 526176 148830 148830 198822 198822 4298500 4298500 480722 422234 58488 52459 52459 30408 30408 12732 12732 272036 272036 PROGRAM SUPPLIES 1187116 1187116 REPAIRS AND MAINTENANCE 279462 279462 EQUIPMENT RENTAL 88152 88152 MINOR EQUIPMENT 85044 85044 73718 73718 37642421 35962761 1679660 0 5138197 3940562 2789022 2699660 448263 462645 205675 146917 33017 58758 224861 230667 8633360 7392292 6919119 5570546 140488 219952 1197119 1197119 8256726 6987617 X 174373 143646 202261 261029 376634 404675 8633360 7392292 X 3540 22980 1521 X X 0 1 X 1 0 X 160810 61455 28613 41359 57247 349484 160810 61455 28613 41359 57247 349484 131139 218345 2679 4823 4284 4594 4187 20567 370051 148482623 0.59000 0.60410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 205675 146917 58758 58758 X 37668941 22980 22980 37645961 0 37645961 37642421 0 37642421 0 37642421 PART X, LINE 2: ELWYN, ELWYN NEW JERSEY, ELWYN CALIFORNIA, THE FOUNDATION, PEMS, SLEIGHTON SCHOOL AND FSS QUALIFY AS TAX EXEMPT ORGANIZATIONS UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED. FURTHER, THE INTERNAL REVENUE SERVICE HAS CLASSIFIED EACH OF THESE COMPANIES AS A PUBLICLY SUPPORTED ENTITY. ELWYN, ELWYN NEW JERSEY, ELWYN CALIFORNIA, THE FOUNDATION, PEMS, SLEIGHTON SCHOOL AND FSS FILE FORM 990. ELWYN ALSO FILES FORM 990T. GRACE IS A FOR-PROFIT CORPORATION. INCOME TAXES HAVE BEEN PROVIDED FOR AND INCLUDED WITH ACCOUNTS PAYABLE AND ACCRUED EXPENSES. WITH FEW EXCEPTIONS, THESE COMPANIES ARE NO LONGER SUBJECT TO U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2014. IT IS DIFFICULT TO PREDICT THE FINAL TIMING AND RESOLUTION OF ANY PARTICULAR UNCERTAIN TAX POSITION. BASED ON THESE COMPANIES' ASSESSMENTS OF MANY FACTORS, INCLUDING PAST EXPERIENCE AND COMPLEX JUDGMENTS ABOUT FUTURE EVENTS, THESE COMPANIES DO NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN THEIR TAX POSITIONS OVER THE NEXT 12 MONTHS. X X X X X 0 0 0 0 0 0 0 0 0 SANDRA S CORNELIUS PHD FORMER PRESIDENT 0 439533 0 0 0 148 0 20605 0 6122 0 466408 0 0 DANIEL M REARDON FORMER CFO/TREASURER 0 319725 0 0 0 6609 0 14988 0 6122 0 347444 0 0 H SCOTT CAMPBELL VICE-PRESIDENT 0 240832 0 0 0 4133 0 11290 0 12742 0 268997 0 0 MICHAEL L KOTTKE EXECUTIVE DIRECTOR 135920 0 0 0 16481 0 6372 0 6684 0 165457 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE PROVISION OF COMMUNITY DAY AND RESIDENTIAL PROGRAMS AND SOCIAL REHABILITATION SERVICES TO DISABLED PERSONS PREVIOUSLY RESIDING IN STATE INSTITUTIONAL SETTINGS. FORM 990, PART VI, SECTION A, LINE 7A ELWYN IS THE SOLE MEMBER OF ELWYN CALIFORNIA. 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 ELWYN CALIFORNIA. 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. ON FEBRUARY 22 ,2018 THE FORM 990 WAS PRESENTED TO THE BOARD FOR THEIR INFORMATION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CONTINUALLY AND CONSISTANTLY MONITORED THROUGH: - THE GOVERNANCE COMMITTEE, WHICH HAS BEEN CHARGED BY THE BOARD TO REVIEW THE POLICY AT LEAST TWICE A YEAR - THE GOVERNANCE COMMITTEE, AS THEY RECEIVE INDIVIDUALS RECOMMENDED FOR BOARD MEMBERSHIP - THE INTERNAL PURCHASING DEPARTMENT, AS THEY ROUTINELY ENGAGE AND EVALUATE OUR APPROVED VENDOR LISTINGS. - THE SENIOR MANAGEMENT ADMINISTRATIVE TEAM (WHICH INCLUDES OUR COMPLIANCE OFFICER AND PRIVACY OFFICER) CONTINUALLY MONITORS THIS POLICY AS WELL AS MANY OTHERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT AND VICE-PRESIDENTS. THROUGH ANALYSES PROVIDED BY INDEPENDENT CONSULTANTS AND COMPARABLE DATA, AS KNOWN OR LEARNED ABOUT THE INDUSTRY, RECOMMENDATIONS ARE MADE BY THE COMPENSATION COMMITTEE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AN INTEGRAL PART OF OUR ANNUAL REPORT WHICH IS A PUBLIC DOCUMENT. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,950,690. MANAGEMENT AND GENERAL EXPENSES 526,176. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,476,866. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL INTEREST IN THE ELWYN FOUNDATION 1,521. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT MAKE ANY CHANGES TO ITS OVERSIGHT PROCESS DURING THE TAX YEAR. ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 HUMAN SERVICES PA 501(C)(3) 3 0 SLEIGHTON SCHOOL 485 VALLEY ROAD GLEN MILLS PA 19342 231352527 INACTIVE PA 501(C)(3) 9 ELWYN 0 ELWYN NEW JERSEY 1667 LANDIS AVENUE VINELAND NJ 08360 201801227 HUMAN SERVICES NJ 501(C)(3) 9 ELWYN 0 THE ELWYN FOUNDATION 111 ELWYN ROAD ELWYN PA 19063 201915642 FUND RAISING PA 501(C)(3) 11A ELWYN 0 PROVIDER ENHANCED MANAGMENT SERVICES 111 ELWYN ROAD ELWYN PA 19063 232600304 TRAINING PA 501(C)(3) 9 ELWYN 0 GRACE PHARMACY 111 ELWYN ROAD ELWYN PA 19063 201744870 PHARMACY PA N/A C 0 EIB INC 111 ELWYN ROAD ELWYN PA 19063 232511810 INACTIVE PA N/A C 0 HABILITATION FACILITIES 111 ELWYN ROAD ELWYN PA 19063 232426839 INACTIVE PA N/A C 0 BIE INDUSTRIES 111 ELWYN ROAD ELWYN PA 19063 232361332 INACTIVE PA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ELWYN L 1094996 MANAGEMENT FEE THE ELWYN FOUNDATION C 57247 CASH RECEIVED