2016-05-03T08:32:48-05:00 2015-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2014-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912585 111 ELWYN ROAD ELWYN PA 19063 NANCY M CATANIA VP AND CFO 6108912000 2016-04-26 1 KEVIN MCGINN P00440382 2154414600 2014 2016-08-17 19:52:53Z SANDRA SCORNELIUSPHD 111 ELWYN ROAD ELWYN PA 19063 2428290 0 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 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"). 17 16 0 90 0 0 2444320 2141155 0 0 14935 27635 -31344 34624 2427911 2203414 1130116 1001189 0 0 0 0 0 0 824570 537557 831520 1667673 1832709 760238 370705 1530659 1913813 37366 10241 1493293 1903572 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 ENSURE THAT INDIVIDUALS SERVED BY ELWYN ARE GIVEN EVERY OPPORTUNITY TO LEAD MEANINGFUL LIVES WITHOUT COMPROMISE. 0 0 438495 438495 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. 79955 79955 DISTRIBUTIONS WERE MADE TO SUPPORT THE ELWYN PARENTS AND CHILDREN TOGETHER (PACT) PROGRAM, A PARENTING EDUCATION AND TRAINING PROGRAM. THE DISTRIBUTIONS WERE MADE TO SUPPORT PROGRAMS THAT NURTURE AND TEACH "AT RISK" PARENTS AND REDUCE THE RISK OF ABUSE AND NEGLECT OF THEIR CHILDREN. THE PROGRAM ADDRESSES PARENT SELF-ESTEEM AND BUILDS THE INTEGRITY OF FAMILIES. 61958 61958 DISTRIBUTIONS WERE MADE TO ELWYN TO SUPPORT BRUCE WECHSLER HALL, A RESIDENTIAL UNIT FOR THE MOST PHYSICALLY AND INTELLECTUALLY CHALLENGED INDIVIDUALS SERVED BY ELWYN. THE DISTRIBUTIONS WE MADE FOR THE INSTALLATION OF CEILING LIFTS TO PROVIDE MOBILITY AND SAFETY TO THOSE SERVED AND THE STAFF THAT SUPPORTS THEM. VARIOUS OTHER ITEMS WERE GRANTED TO ENHANCE THE QUALITY OF PROGRAMS AND QUALITY OF LIFE FOR THOSE SERVED. 420781 420781 FUNDS GRANTED FOR RECREATIONAL ACTIVIES SUCH AS ELWYN DAY, GOLDEN JUBILEE, ELWYN CONSUMER BALL, PICNICS AND ANNUAL 5 K RUN WHICH PROVIDES EXERCISE, ENTERTAINMENT AND SOCIALIZATION FOR APPROXIMATELY 500 INDIVIDUALS IN RESIDENTIAL PROGRAMS. INCLUDES 392,168 TO ELWYN AND 28,613 TO ELWYN CALIFORNIA. 420781 420781 1001189 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 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 SANDRA S CORNELIUS PHD PRESIDENT 1.00 X 0 434834 27306 0 434834 27306 0 0 1 0 0 347567 1793588 2141155 27635 27635 259500 347567 224876 34624 34624 2203414 0 0 62259 1001189 1001189 FUND RAISING EXPENSE 824570 824570 BANK FEES 6685 6685 LICENSES AND REGISTRATI 265 265 1832709 1001189 6950 824570 439484 239428 16000 1091175 1658385 1530659 1913813 37366 10241 37366 10241 X -1685745 -1687144 3179038 3590716 1493293 1903572 1530659 1913813 370705 39574 0 X X 0 1 X 1 0 X X 5 ELWYN 231352117 3 1 972576 0 SLEIGHTON SCHOOL 231352527 9 1 0 0 ELWYN NEW JERSEY 221801227 9 1 0 0 PROVIDER ENHANCED MANAGEMENT SERVICES 232600304 9 1 0 0 ELWYN CALIFORNIA 261855027 7 1 28613 0 5 1001189 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3179038 1373298 961620 3590716 1987004 1824005 631971 3179038 1970209 729452 712657 1987004 1717371 702631 449793 1970209 3164272 840342 2287243 1717371 1.00000 0 0 0 X 2242988 39574 39574 2203414 0 2203414 1832709 0 1832709 0 1832709 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: 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 607067 347567 259500 224876 607067 347567 259500 224876 224876 34624 1 ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 972576 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) 28613 BOOK SUPPORT THE MISSION OF ELWYN CALIFORNIA AS STATED ON PAGE 2 OF THE 990 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 394396 0 39498 0 940 0 21334 0 5972 0 462140 0 0 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. ON APRIL 7, 2016 THE FORM 990 WAS REVIEWED BY THE BOARD. 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 972576 CASH ELWYN CALIFORNIA B 28613 CASH