2017-05-15T08:08:42-05:00 2016-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2015-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912585 111 ELWYN ROAD ELWYN PA 19063 NANCY M CATANIA VP AND CFO 6108912000 2017-05-11 1 CHRISTOPHER M PEKULA P00734965 2154414600 2015 2021-01-29 14:40:06Z SANDRA SCORNELIUSPHD 111 ELWYN ROAD ELWYN PA 19063 2668042 0 X WWW.ELWYN.ORG X 2004 PA SEE SCHEDULE O 17 16 0 16 0 0 2141155 2365263 0 0 27635 29979 34624 -48136 2203414 2347106 1001189 1057395 0 0 0 0 0 0 1245624 831520 1254434 1832709 2311829 370705 35277 1913813 2040357 10243 78813 1903570 1961544 X SEE SCHEDULE O 0 0 189894 189894 DISTRIBUTIONS WERE MADE TO ELWYN - DELAWARE ADULT DAY AND WORK PROGRAMS, SERVING OVER 230 ADULTS WITH INTELLECTUAL AND /OR PHYSICAL DISABILITIES. THE DISTRIBUTIONS WERE MADE TO SUPPORT PROGRAMS, EVENTS AND COMMNITY OUTINGS FOR SENIOR ADULTS OVER THE AGE OF 60. 154240 154240 DISTRIBUTIONS WERE MADE TO ELWYN TO SUPPORT CHILDREN'S SERVICES, WITH EDUCATIONAL AND BEHAVIORAL PROGRAMS SERVING CHILDREN WITH INTELLECTUAL AND BEHAVIORAL DISABILITIS. THE DISTRIBUTIONS WERE MADE TO SUPPORT THE AUTISM RESOURCE COMMUNITY HUB (ARCH) OF LEHIGH AND THE DAVIDSON SCHOOL ON THE ELWYN CAMPUS. 111363 111363 DISTRIBUTIONS WERE MADE TO ELWYN SUPPORTS FOR LIVING, A RESIDENTAL PROGRAM THAT SERVES OVER 600 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. 601898 601898 FUNDS GRANTED FOR RECREATIONAL ACTIVIES SUCH AS ELWYN DAY, WECHSLER HALL, PARENTS AND CHILDREN TOGETHER, PICNICS AND ANNUAL 5 K RUN WHICH PROVIDES EXERCISE, ENTERTAINMENT AND SOCIALIZATION FOR APPROXIMATELY 600 INDIVIDUALS IN RESIDENTIAL PROGRAMS. INCLUDES 501,452 TO ELWYN, 41,359 TO ELWYN CALIFORNIA AND 59,087 TO ELWYN NEW JERSEY. 601898 601898 1057395 1 1 0 0 0 0 0 0 0 1 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 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X NANCY M CATANIA VP & CFO 6108912000 111 ELWYN ROAD ELWYN PA 190634699 J RICHARD LEAMAN JR CHAIRMAN 1.00 X 0 0 0 SANDRA S CORNELIUS PHD PRESIDENT 1.00 X X 0 468301 27685 ALAN WECHSLER VICE CHAIRMAN 1.00 X 0 0 0 FRANCIS D BURKE SECRETARY 1.00 X 0 0 0 JOAN EMMI TREASURER 1.00 X 0 0 0 JARED G CULOTTA BOARD MEMBER 1.00 X 0 0 0 FRANK L DOYLE III BOARD MEMBER 1.00 X 0 0 0 JAYNE B GARRISON BOARD MEMBER 1.00 X 0 0 0 H THOMAS HOLLINGER BOARD MEMBER 1.00 X 0 0 0 TINA HWANG BOARD MEMBER 1.00 X 0 0 0 WILLIAM P LINCKE ESQ BOARD MEMBER 1.00 X 0 0 0 JOSEPH E LUNDY ESQ BOARD MEMBER 1.00 X 0 0 0 JEFFREY MORTON BOARD MEMBER 1.00 X 0 0 0 JOSEPH E PAPPANO JR MD BOARD MEMBER 1.00 X 0 0 0 CLARENCE SCOTTY SCOTT 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 X 0 0 0 0 468301 27685 0 0 1 0 EVENT NAVIGATORS LLC PO BOX 247 GLADWYNE PA 19035 MANAGE EVENT 320936 1 448007 1917256 2365263 29979 29979 272800 448007 320936 -48136 -48136 2347106 0 0 -18157 1057395 1057395 FUND RAISING EXPENSE 1245624 1245624 BANK FEES 8548 8548 LICENSES AND REGISTRATI 262 262 2311829 1057395 8810 1245624 239428 329297 16000 1658385 1711060 1913813 2040357 10243 78813 10243 78813 X -1687145 -2032873 3590715 3994417 1903570 1961544 1913813 2040357 35277 22697 0 X X 0 1 X 1 0 X X 5 ELWYN 231352117 3 1 956949 0 SLEIGHTON SCHOOL 231352527 9 0 0 0 ELWYN NEW JERSEY 221801227 9 0 59087 0 PROVIDER ENHANCED MANAGEMENT SERVICES 232600304 9 0 0 0 ELWYN CALIFORNIA 261855027 7 0 41359 0 5 1057395 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), AND SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE 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 THE 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 ORGANIZATION ARE CONTROLLED BY THE SUPPORTED ORGANIZATION THAT CONTROLS THE ORGANIZATION. THE SUPPORT PROVIDED TO THESE COMMONLY CONTROLLED ORGANIZATIONS SERVES THE CHARITABLE PURPOSES AND MISSION OF THE SUPPORTED ORGANIZATION THAT CONTROLS THE ORGANIZATION. SCHEDULE A, PAGE 4, SECTION A, LINE 1 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 OF, 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"). ELWYN NEW JERSEY, ELWYN CALIFORNIA AND PROVIDER ENHANCED MANAGEMENT SERVICES ARE ALL 100% OWNED 501(C)(3) SUBSIDIARIES OF ELWYN. SLEIGTON SCHOOL IS A 501 (C)(3) ENTITY THAT IS SUPERVISED BY ELWYN. SCHEDULE A, PAGE 5, SECTION B, LINE 2 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 OF, 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"). ELWYN NEW JERSEY, ELWYN CALIFORNIA AND PROVIDER ENHANCED MANAGEMENT SERVICES ARE ALL 100% OWNED 501(C)(3) SUBSIDIARIES OF ELWYN. SLEIGTON SCHOOL IS A 501 (C)(3) ENTITY THAT IS SUPERVISED BY ELWYN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3590716 1461096 1057395 3994417 3179038 1373298 961620 3590716 1987004 1824005 631971 3179038 1970209 729452 712657 1987004 1717371 702631 449793 1970209 1.00000 0 0 0 X 2369802 22696 22696 2347106 0 2347106 2311829 0 2311829 0 2311829 PART V, LINE 4: ENDOWMENT FUNDS ARE DESIGNATED BY THE DONOR FOR SPECIFIC USE WITHIN ELWYN OR ELWYN'S SUBSIDIARIES. THE ELWYN FOUNDATION HONORS THE REQUEST OF THE DONOR. PART X, LINE 2: ELWYN, ELWYN NEW JERSEY, ELWYN CALIFORNIA, THE FOUNDATION, PEMS, AND SLEIGHTON SCHOOL 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, AND SLEIGHTON SCHOOL 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 2013. 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. ANNUAL BALL 720807 448007 272800 320936 720807 448007 272800 320936 320936 -48136 1 ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 956949 BOOK SUPPORT THE MISSION OF ELWYN AS DESCRIBED ON PAGE 2 OF FORM 990 ELWYN CALIFORNIA 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 501(C)(3) 41359 BOOK SUPPORT THE MISSION OF ELWYN CALIFORNIA AS STATED ON PAGE 2 OF THE 990 ELWYN NEW JERSEY 1667 LANDIS AVE VINELAND NJ 08360 221801227 501(C)(3) 59087 BOOK SUPPORT THE MISSION OF ELWYN NEW JERSEY AS STATED ON PAGE 2 OF THE 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 0 1 0 0 0 0 0 0 0 SANDRA S CORNELIUS PHD PRESIDENT 0 427076 0 41078 0 147 0 21337 0 6348 0 495986 0 0 FORM 990, PART III, 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 SUPPORTING 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 B, LINE 11 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 US FOR PRESENTATION TO THE BOARD OF DIRECTORS. 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 MINIMALLY 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 THERE ARE NO EMPLOYEES IN THE ELWYN FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT 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 XII, LINE 2C THE ORGANIZATION DID NOT MAKE ANY CHANGES IN 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 221801227 HUMAN SERVICES NJ 501(C)(3) 9 ELWYN 0 PROVIDER ENHANCED MANAGEMENT SERVICES 111 ELWYN ROAD ELWYN PA 19063 232600304 TRAINING PA 501(C)(3) 9 ELWYN 0 ELWYN CALIFORNIA 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 HUMAN SERVICES CA 501(C)(3) 7 ELWYN 0 GRACE PHARMACY 111 ELWYN ROAD ELWYN PA 19063 201744870 PHARMACY PA ELWYN C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 ELWYN B 956949 CASH ELWYN CALIFORNIA B 41359 CASH ELWYN NEW JERSEY B 59087 CASH ELWYN O 242933 SALARY AND FRINGES