2015-05-06T17:45:16-05:00 2014-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2013-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912585 111 ELWYN ROAD ELWYN PA 19063 NANCY M CATANIA VP AND CFO 6108912000 2015-04-24 1 KEVIN MCGINN P00440382 2154414600 2013 2016-03-07 17:11:31Z SANDRA SCORNELIUSPHD 111 ELWYN ROAD ELWYN PA 19063 2620955 0 X WWW.ELWYN.ORG X 2004 PA SEE SCHEDULE O 17 16 0 0 0 0 2002311 2444320 0 0 9537 14935 -36736 -31344 1975112 2427911 712657 1130116 0 0 0 0 0 0 532034 789853 537557 1502510 1667673 472602 760238 619523 1530659 10315 37366 609208 1493293 X SEE SCHEDULE O 0 0 310013 310013 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. 100000 100000 DISTRIBUTIONS WERE MADE TO SUPPORT ELWYN ADC MILLER HALL, AN ADULT DAY CARE FOR THOSE OVER 60 YEARS OF AGE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITES. DISTRIBUTIONS WERE MADE TO COVER THE COST OF ADDITIONAL ASSISTANCE REQUIRED DUE TO CONDITIONS RELATED TO AGING SUCH AS ALZHEIMER'S DISEASE, PARKINSON'S DISEASE, ARTHRITIS, DIABETES AND OTHER RELATED CONDITIONS. 90000 90000 DISTRIBUTIONS WERE MADE TO SUPPORT ELWYN ADC SOUTH HAVEN. 630103 630103 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 540,483 TO ELWYN, 66,164 TO ELWYN NEW JERSEY AND 29,956 TO ELWYN CALIFORNIA. 630103 630103 1130116 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 JARED G CULOTTA BOARD MEMBER 1.00 X 0 0 0 FRANK L DOYLE III BOARD MEMBER 1.00 X 0 0 0 JOAN EMMI 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 400065 28408 0 400065 28408 0 0 1 0 0 316474 2127846 2444320 14935 14935 161700 316474 193044 -31344 -31344 2427911 0 0 -16409 1130116 1130116 FUND RAISING EXPENSE 532034 532034 BANK FEES 5258 5258 LICENSES AND REGISTRATI 265 265 1667673 1130116 5523 532034 161854 439484 5275 452394 1091175 619523 1530659 10315 37366 10315 37366 X -1377796 -1685745 1987004 3179038 609208 1493293 619523 1530659 760238 123847 0 X X 0 1 X 1 0 X X X 0 0 0 ELWYN 231352117 3 1 1 1 1034038 SLEIGHTON SCHOOL 231352527 9 1 0 1 0 ELWYN NEW JERSEY 221801227 9 1 1 1 66123 PROVIDER ENHANCED MANAGEMENT SERVICES 232600304 9 1 0 1 0 ELWYN CALIFORNIA 261855027 7 1 1 1 29955 5 1130116 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1987004 1824005 631971 3179038 1970209 729452 712657 1987004 1717371 702631 449793 1970209 3164272 840342 2287243 1717371 2652336 883697 371761 3164272 1.00000 0 0 0 X 2428411 500 500 2427911 0 2427911 1668173 500 500 1667673 0 1667673 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION REFUND RECLASSIFIED FROM EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION REFUND RECLASSIFIED FROM EXPENSE SCHEDULE D, LINE 2D 1 ANNUAL BALL 478174 316473 161701 193044 478174 316473 161701 193044 193044 -31343 1 ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 1034038 BOOK SUPPORT THE MISSION OF ELWYN AS DESCRIBED ON PAGE 2 OF FORM 990 ELWYN NEW JERSEY 1667 LANDIS AVENUE VINELAND NJ 08360 221801227 501(C)(3) 66123 BOOK SUPPORT THE MISSION OF ELWYN NEW JERSEY AS DESCRIBED ON PAGE 2 OF FORM 990 ELWYN CALIFORNIA 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 501(C)(3) 29955 BOOK SUPPORT THE MISSION OF ELWYN NC 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 379788 0 19000 0 1277 0 22183 0 6225 0 428473 0 0 FORM 990, PART I, LINE 1 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 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"). FORM 990, PART III, LINE 1 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 PROGRAMS ARE GIVEN EVERY OPPORTUNITY TO LEAD MEANINGFUL AND PRODUCTIVE 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. ON FEBRUARY 26, 2015 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 NC 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 HUMAN SERVICES CA 501(C)(3) 7 ELWYN 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 ELWYN B 1130616 CASH ELWYN NEW JERSEY B 66123 CASH ELWYN NC B 29955 CASH