2014-05-06T09:48:38-05:00 2013-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2012-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912585 111 ELWYN ROAD ELWYN PA 19063 NANCY M CATANIA 6108912000 2014-05-01 1 MARY-ANN F SCHALLER P00125034 2154414600 2012 2015-11-30 17:44:51Z SANDRA SCORNELIUSPHD 111 ELWYN ROAD ELWYN PA 19063 2150748 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 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"). 6 5 0 0 0 0 1285179 2002311 0 0 6466 9537 22800 -36736 1314445 1975112 449793 712657 0 0 0 0 0 0 786188 968054 789853 1417847 1502510 -103402 472602 440065 619523 360207 10315 79858 609208 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 PROGRAMS ARE GIVEN EVERY OPPORTUNITY TO LEAD MEANINGFUL AND PRODUCTIVE LIVES WITHOUT COMPROMISE. 0 0 200358 200358 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 WERE MADE FOR THE PURCHASE OF WHEELCHAIR SWINGS,TWO FULLY EQUIPPED WHEELCHAIR VANS, AND VARIOUS OTHER ITEMS TO ENHANCE THE QUALITY OF LIFE FOR THESE MOST FRAGILE INDIVIDUALS. 82936 82936 DISTRIBUTIONS WERE MADE TO SUPPORT THE VALLEY VIEW PROGRAM, A RESIDENTIAL SERVICE PROVIDED TO DEAF AND DEAF/BLIND SENIORS. THE DISTRIBUTINS WERE MADE TO SUPPORT THE USE OF INTERPRETERS ON VARIOUS OUTINGS, THE COST OF ADDITIONAL ITEMS WITHIN THE UNIT TO ENSURE A SAFE AND SECURE RESIDENTIAL SETTING AND ALSO THE COST OF VARIOUS DAY PROGRAM ACTIVITIES NOT TRADITIONALLY COVERED THROUGH THIRD PARTY REIMBURSEMENTS. 64886 64886 DISTRIBUTIONS WERE MADE IN CONNECTION WITH ELWYN'S EDUCATION ART SHOW, AN EVENT TO SHOWCASE THE SKILLS AND TALENTS OF THE STUDENTS ENROLLED IN ELWYN'S APPROVED PRIVATE SCHOOL. THE DISTRIBUTIONS COVERED THE COST OF THE EVENT (ROOM RENTAL, FOOD AND BEVERAGE, ETC.) AS WELL AS COSTS TO FRAME AND DISPLAY THE MULTITUDE OF PICTURES, DISPLAYS AND OTHER CREATIONS OF SPECIAL EDUCATION STUDENTS. 364477 364477 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 364477 364477 712657 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 6 5 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 1.00 X 0 0 0 ALAN WECHSLER 1.00 X 0 0 0 FRANCIS D BURKE 1.00 X 0 0 0 WILLIAM P LINCKE ESQ 1.00 X 0 0 0 JOSEPH E PAPPANO JR MD 1.00 X 0 0 0 SANDRA S CORNELIUS PHD 1.00 X 0 377285 26589 0 377285 26589 0 0 1 0 0 352545 1649766 2002311 9537 9537 138900 352545 175636 -36736 -36736 1975112 0 0 -27199 712657 712657 FUND RAISING EXPENSE 786188 786188 INSURANCE 2067 2067 BANK FEES 1348 1348 LICENSES AND REGISTRATI 250 250 1502510 712657 3665 786188 25974 161854 27982 5275 386109 452394 440065 619523 360207 10315 360207 10315 X -1890351 -1377796 1970209 1987004 79858 609208 440065 619523 472602 56748 0 X X 0 1 X 1 0 X X X 0 0 0 ELWYN 231352117 3 1 1 1 712657 SLEIGHTON SCHOOL 231352527 9 1 0 1 0 ELWYN NEW JERSEY 221801227 9 1 0 1 0 PROVIDER ENHANCED MANAGEMENT SERVICES 232600304 9 1 0 1 0 ELWYN NC 261855027 7 1 0 1 0 5 712657 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1720209 729451 772396 1677264 1467371 702631 449793 1720209 2914272 840343 2287243 1467372 2402336 883697 371761 2914272 2317494 956069 871227 2402336 1.00000 0 0 0 X 1975112 0 1975112 0 1975112 1502510 0 1502510 0 1502510 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 491445 352545 138900 175636 491445 352545 138900 175636 175636 -36736 1 ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 712657 BOOK SUPPORT THE MISSION OF ELWYN AS DESCRIBED ON PAGE 2 OF FORM 990 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 362747 0 5000 0 9538 0 20749 0 5840 0 403874 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 JANUARY 23,2014 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. THERE ARE NO EMPLOYEES IN THE ELWYN FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGINIZATION 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 712657 CASH