2014-05-12T09:37:18-05:00 2013-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2012-07-01 231352117 ELWYN ELWY 6108912000 111 ELWYN ROAD ELWYN PA 19063 NANCY CATANIA 6108912000 2014-05-07 1 MARY-ANN F SCHALLER P00125034 2154414600 2012 2015-11-30 17:44:51Z SANDRA SCORNELIUSPHD 111 ELWYN ROAD ELWYN PA 19063 230988401 0 X ELWYN.ORG X 1852 PA RESIDENTIAL, SPECIAL EDUCATION, EMPLOYMENT AND REHAB SERVICES TO OVER 12,000 CHALLENGED INDIVIDUALS 24 23 3501 190 90000 0 1542604 787885 207610352 203093377 1867987 3486065 6998 35274 211027941 207402601 0 0 0 0 131584611 131402682 0 0 0 77999785 73548727 209584396 204951409 1443545 2451192 172219219 176758857 110550871 106197313 61668348 70561544 X MAXIMIZING POTENTIAL THROUGH PERSONAL COMMITMENT, COLLECTIVE TALENTS AND INNOVATION, ELWYN SUPPORTS INDIVIDUALS WITH DIVERSE CHALLENGES IN SHAPING DISTINCTIVE, MEANINGFUL LIVES. 0 0 59976453 63367400 SUPPORTS FOR LIVING - 569 CLIENTS - SERVICES TO ADULTS WITH PHYSICAL AND INTELLECTUAL DISABILITIES SUCH AS CAMPUS AND COMMUNITY LIVING AND DAY SUPPORT. EACH CLIENT IS SERVED UNDER AN INDIVIDUAL HABILITATION PLAN(IHP) WHICH INCLUDES PERSONAL GOALS, ACTIVITIES OF DAILY LIVING AND VOCATIONAL WORK PLAN FOR ACTIVE TREATMENT. 45586451 47111300 EARLY CHILDHOOD - 5,203 CLIENTS - CHILDREN FROM BIRTH TO AGE FIVE RECEIVE SPECIALIZED INSTRUCTION, SPEECH, OCCUPATIONAL AND PHYSICAL THERAPY. SERVING OVER 5,000 CHILDREN IN PHILADELPHIA AND THE SURROUNDING COUNTIES, EACH CHILD IS SCREENED AND EVALUATED BY A MULTI-DISCIPLINARY TEAM TO IDENTIFY POSSIBLE DEVELOPMENTAL DELAYS. AN INDIVIDUALIZED EDUCATION PLAN(IEP) IS THEN CREATED BY THE RESPECTIVE TEAM THERAPISTS AND THE CHILD'S PARENTS/GUARDIANS, CULMINATING IN SERVICE DELIVERY AND ANNUAL ASSESSMENTS. 30267455 32156800 BEHAVIORAL HEALTH - 1,684 CLIENTS - SERVICES FOR ADULTS AND CHILDREN WITH EMOTIONAL DIFFICULTIES AND DEVELOPMENTAL, PHYSICAL AND SENSORY DISABILITIES. ALL CLIENTS RECEIVE INTENSIVE THERAPEUTIC AND CLINICAL TREATMENTS BY LICENSED PROFESSIONALS. PROGRESS NOTES ARE MAINTAINED WITH THE GOAL BEING THE RETURN OF EACH CLIENT TO A SAFE AND HEALTHY RESIDENTIAL SETTING, WITH ACTIVE EMPLOYMENT, FUNCTIONING AS AN ACTIVE MEMBER OF SOCIETY. 31275778 33580877 WORK SERVICES - 1,879 CLIENTS - PROGRAMS SUCH AS VOCATIONAL AND OCCUPATIONAL TRAINING, WORKSHOPS, SUPPORTED EMPLOYMENT, WELFARE TO WORK AND COMMUNITY INCLUSION. EACH CLIENT SERVED IS PROVIDED THE OPPORTUNITY TO EXPERIENCE GAINFUL EMPLOYMENT. BASED ON OUR VOCATIONAL SCREENING AND ASSESSMENT PROCEDURES, AS WELL AS CLIENT CHOICE, OPPORTUNITIES RANGE FROM SHELTERED WORKSHOPS, SUPPORTED EMPLOYMENT, MINIMALLY SUPERVISED CUSTODIAL WORK, ETC. 25192779 26787000 EDUCATION - 3,122 CLIENTS - PROVIDES A RICH LEARNING ENVIRONMENT FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS. SERVICES RANGE FROM OUR APPROVED PRIVATE SCHOOL(APS) TO SPECIALIZED TUTORING AND THERAPIES IN LOCAL SCHOOL DISTRICT SETTINGS. EACH CHILD RECEIVES AN INDIVIDUALIZED EDUCATION PLAN(IEP) WHICH GOVERNS THE SERVICES RENDERED. 56468557 60367877 192298916 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 1 153 0 1 3501 1 1 1 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA CA X NANCY CATANIA VICE-PRESIDENT & CFO 6108912000 111 ELWYN ROAD ELWYN PA 190634699 JOSEPH E PAPPANO JR MD 1.00 X 0 0 0 SANDRA S CORNELIUSPHD 40.00 X X 377285 0 26589 J RICHARD LEAMAN JR 1.00 X 0 0 0 H THOMAS HOLLINGER CHFCCLU 1.00 X 0 0 0 LINNETTE W BLACK 1.00 X 0 0 0 TIMOTHY C O'ROURKE 1.00 X 0 0 0 JARED G CULOTTA CPA 1.00 X 0 0 0 SHARON ANTAL 1.00 X 0 0 0 FRANCIS D BURKE JR 1.00 X 0 0 0 WILLIAM P CURTIS 1.00 X 0 0 0 SANDY C DUNCAN 1.00 X 0 0 0 ALBERT L ELKO CPA 1.00 X 0 0 0 JOAN EMMI 1.00 X 0 0 0 JAYNE B GARRISON 1.00 X 0 0 0 LILLIAN HOSHAUER 1.00 X 0 0 0 WILLIAM P LINCKE ESQ 1.00 X 0 0 0 JEFFREY C MORTON 1.00 X 0 0 0 FRANKLIN J RIESENBURGER ESQ 1.00 X 0 0 0 WILLIAM P ROUSE 1.00 X 0 0 0 CLARENCE SCOTTY SCOTT 1.00 X 0 0 0 JUDITH STRINE 1.00 X 0 0 0 VALAIDA S WALKER EDD 1.00 X 0 0 0 ALAN WECHSLER 1.00 X 0 0 0 BARBARA YAGO 1.00 X 0 0 0 DANIEL REARDON 40.00 X 281850 0 20919 STAN H RETIF 40.00 X 243478 0 27172 H SCOTT CAMPBELL 40.00 X 215686 0 28373 RICHARD T SMITH 40.00 X 209665 0 28982 NANCY M CATANIA 40.00 X 139101 0 25533 KYU-IM HWANG 40.00 X 177407 0 23282 SUSAN G KROUNGOLD 40.00 X 136379 0 21892 ROSE MARIE GRECO 40.00 X 133923 0 13006 THOMAS BRAZELL 40.00 X 130573 0 12826 JAMES DUTHIE 40.00 X 126862 0 6811 STEPHEN P CASTELLANO 40.00 X 126842 0 12441 2299051 0 247826 25 0 1 0 STAFFING PLUS 551 W LANCASTER AVE 4TH FLOOR HAVERFORD PA 19041 TEMPORARY STAFFING 7270756 KEN-CREST 502 W GERMANTOWN PIKE SUITE 200 PLYMOUTH MEETING PA 19462 EARLY INTERVENTION SERVICES 3151923 EASTER SEALS OF SOUTHEASTERN PA 3975 CONSHOHOCKEN AVE PHILADELPHIA PA 19131 EARLY INTERVENTION SERVICES 2452079 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30268 DIETARY 2274748 FAMILY SUPPORT SERVICES INC 201 SOUTH 69TH STREET UPPER DARBY PA 19082 EARLY INTERVENTION SERVICES 1949204 34 712657 75228 787885 SUPPORTS FOR LIVING 623000 63367400 63367400 EARLY CHILDHOOD 623000 47111300 47111300 WORK SERVICES 310000 33580877 33580877 BEHAVIORAL HEALTH 623000 32156800 32156800 EDUCATION 611600 26787000 26787000 90000 90000 203093377 1558035 1558035 49440 14166 35274 35274 35274 25452514 47150 23546297 25337 1906217 21813 1928030 1928030 207402601 203003377 90000 3521339 X 1825324 1825324 94122556 90359601 3762955 4599396 4281491 317905 23862472 22536690 1325782 6992934 6633126 359808 655184 175958 479226 213996 41000 172996 251660 251660 34865455 33384149 1481306 970445 768487 201958 2071885 1698702 373183 10365189 9918258 446931 1640834 1442675 198159 145814 133801 12013 1829305 1712030 117275 4596101 4152100 444001 1669193 1572267 96926 PROGRAM SUPPLIES 7978010 7944593 33417 REPAIRS AND MAINTENANCE 2199928 1761889 438039 SUNDRY 1773181 1439255 333926 WORKSHOP SUPPLIES 1284414 1284410 4 1038133 806774 231359 204951409 192298916 12652493 0 11217876 9373160 849112 372973 1332041 1354258 22599113 26739297 14513047 15383244 796102 363756 3516079 3490699 153492922 89065109 66130642 64427813 50713997 54129905 471352 514545 79858 609207 172219219 176758857 61422819 58334055 3320824 4018205 29768980 27969951 15000000 15000000 1038248 875102 110550871 106197313 X 44257052 51518630 13474933 14789082 3936363 4253832 61668348 70561544 172219219 176758857 X 2451192 2138363 4303641 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36316140 17849 3989973 899224 15670 251314 39157754 37186403 39743 200705 637733 248747 224231 36316140 32039143 12051 5832223 321268 215385 160361 37186403 28221300 1312711 3396930 94483 633519 163796 32039143 35923448 43149 -6580077 527797 481431 155992 28221300 0.38190 0.07460 0.54350 0 0 6034374 6034374 118963967 67508792 51455175 467644 386764 80880 23776495 21169553 2606942 4250442 4250442 64427813 DEPOSITS HELD IN CUSTODY FOR OTHERS 875102 875102 X 213858766 2138358 4317807 6456165 207402601 0 207402601 204965575 14166 14166 204951409 0 204951409 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE AGENCY ON A LONG TERM BASIS. HISTORICALLY THE SPENDING PLAN HAS BEEN TO USE, ON AVERAGE, 2% - 3% OF THE BALANCES TO GRANT SCHOLARSHIPS TO INDIVIDUALS IN NEED OF SERVICES THAT ARE NOT SUPPORTED BY A THIRD PARTY PAYOR. 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 THE COMPANY'S ASSESSMENTS OF MANY FACTORS, INCLUDING PAST EXPERIENCE AND COMPLEX JUDGMENTS ABOUT FUTURE EVENTS, THE AGENCY DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN IT'S TAX POSITIONS OVER THE NEXT 12 MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: 14,166 RENTAL EXPENSE 529,349 CHANGE BENEFICIAL INTEREST IN NET ASSETS OF THE ELWYN FOUNDATION 3,774,292 INCREASE IN ADDITIONAL MINIMUM PENSION LIABILITY PART XII, LINE 2D - OTHER ADJUSTMENTS: 14,166 RENTAL EXPENSE X X X X X 1 1 0 0 0 0 0 0 0 SANDRA S CORNELIUSPHD 362747 0 5000 0 9538 0 20749 0 5840 0 403874 0 0 0 DANIEL REARDON 263615 0 5000 0 13235 0 15079 0 5840 0 302769 0 0 0 STAN H RETIF 176640 0 0 0 66838 0 10104 0 17068 0 270650 0 0 0 H SCOTT CAMPBELL 197638 0 5000 0 13048 0 11305 0 17068 0 244059 0 0 0 RICHARD T SMITH 196973 0 0 0 12692 0 11267 0 17715 0 238647 0 0 0 NANCY M CATANIA 129615 0 0 0 9486 0 7414 0 18119 0 164634 0 0 0 KYU-IM HWANG 149634 0 14850 0 12923 0 8559 0 14723 0 200689 0 0 0 SUSAN G KROUNGOLD 137456 0 0 0 -1077 0 7862 0 14030 0 158271 0 0 0 A DELAWARE COUNTY AUTHORITY 231973437 245913JY5 2010-09-01 28665000 RE-FINANCE THE COST OF THE TAX-EXEMPT PROJECT 0 0 0 A 29055319 685032 2626965 242883 500439 2010 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 BILL LINCKE BOARD MEMBER 192330 BILL LINCKE IS THE MANAGING PARTNER OF BEATTY LINCKE LLP WHICH SERVES AS GENERAL COUNSEL TO ELWYN. THIS FIRM REPRESENTS ELWYN IN VARIOUS MATTERS RANGING FROM REAL ESTATE LEASING TO CONSUMER ADVOCACY ISSUES. 0 HENRY BARUSEVICIUS BOARD MEMBER 27631 ON AN ANNUAL BASIS, ROUTINE ELECTRICAL WORK IS PERFORMED ON OUR NUMEROUS FACILITIES IN ORDER TO ACHIEVE EFFICIENCIES. THIS WORK IS AWARDED THROUGH A COMPETITIVE BID PROCESS AND WAS GIVEN TO H.B. ELECTRIC THIS YEAR. 0 JAYNE B GARRISON BOARD MEMBER 2700 IN EFFORTS TO CONTINUALLY OFFER EDUCATIONAL OPPORTUNITIES FOR OUR STAFF, ELWYN PROVIDES A SMALL LEVEL OF TUITION ASSISTANCE TO THOSE EMPLOYEES UNDERTAKING CAREER ADVANCEMENT COURSES AT APPROVED ENTITIES OF HIGHER EDUCATION. SEVERAL STAFF HAS SELECTED THE PENNSYLVANIA INSTITUTE OF TECHNOLOGY, WHERE JAYNE B. GARRISON IS EMPLOYED. 0 SALLIE DIXON BOARD MEMBER 8130 MANY OF THE ELWYN CLIENTS PARTICIPATE IN NUMEROUS THEREPEUTIC RECREATIONAL ACTIVITIES. THORNCROFT THERAPEUTIC RIDING PROVIDES HORSEBACK RIDING SERVICES. SALLIE DIXON IS EMPLOYED BY THORNCROFT THERAPEUTIC RIDING. 0 MICHAEL PILKO SON-IN-LAW OF AN OFFICER 3299 MICHAEL PILKO IS THE PRESIDENT OF RHJ ASSOCIATES AND IS THE SON-IN LAW OF AN OFFICER, PROVIDING ARCHITECTURAL SERVICES. 0 FRANKLIN J RIESENBURGER ESQ BOARD MEMBER 153702 FRANKLIN J. RIESENBURGER,ESQ. IS AN ATTORNEY WITH THE LAW FIRM OF FLASTER/GREENBERG PC. THIS FIRM REPRESENTS ELWYN IN VARIOUS REAL ESTATE MATTERS. 0 JUDY STRINE BOARD MEMBER 77074 UNDER OUR SUPPORTS FOR LIVING PROGRAMS, VARIOUS APARTMENTS ARE LEASED FROM MEDIA REAL ESTATE TO ACCOMODATE THOSE INDIVIDUALS THAT ARE ABLE TO RESIDE IN SUCH A SETTING. JUDY STRINE IS THE SPOUSE OF A PRINCIPAL OF MEDIA REAL ESTATE. 0 ALBERT L ELKO CPA BOARD MEMBER 4000 ELKO AND ASSOCIATES, LTD WAS ENGAGED TO PROVIDE ASSISTANCE IN THE FORMATION AND REVIEW OF OUR INTERNAL AUDIT FUNCTION. MR. ELKO IS A PARTNER IN THE ACCOUNTING FIRM. 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 AND IS REVIEWED AND ACCEPTED BY OUR AUDIT COMMITTEE. ON FEBRUARY 4, 2014 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 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 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 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. OTHER FEES FORM 990, PART IX, LINE 11G PURCHASED PERSONNEL SERVICES: PROGRAM SERVICE EXPENSES 9,938,520. MANAGEMENT AND GENERAL EXPENSES 322. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,938,842. FAMILY STIPEND: PROGRAM SERVICE EXPENSES 1,361,905. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,361,905. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,169,084. MANAGEMENT AND GENERAL EXPENSES 1,480,861. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,649,945. DIETARY FEES: PROGRAM SERVICE EXPENSES 85,821. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,821. SUB-CONTRACT: PROGRAM SERVICE EXPENSES 19,828,819. MANAGEMENT AND GENERAL EXPENSES 123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,828,942. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: 3,774,292 INCREASE IN ADDITIONAL MINIMUM PENSION LIABILITY 3,774,292. 529,349 CHANGE BENEFICIAL INTEREST IN NET ASSETS OF THE ELWYN FOUNDATION 529,349. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT MAKE ANY CHANGES TO ITS OVERSIGHT PROCESS DURING THE TAX YEAR. ELWYN NEW JERSEY 1667 LANDIS AVENUE VINELAND NJ 08360 201801227 HUMAN SERVICES NJ 501(C)(3) 9 N/A 1 PROVIDER ENHANCED MANAGMENT SERVICES 111 ELWYN ROAD ELWYN PA 19063 232600304 TRAINING PA 501(C)(3) 9 N/A 1 SLEIGHTON SCHOOL 485 VALLEY ROAD GLEN MILLS PA 19342 231352527 INACTIVE PA 501(C)(3) 9 N/A 1 ELWYN NC 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 HUMAN SERVICES CA 501(C)(3) 7 N/A 1 THE ELWYN FOUNDATION 111 ELWYN ROAD ELWYN PA 19063 201915642 FUND RAISING PA 501(C)(3) 11A N/A 1 GRACE PHARMACY 111 ELWYN ROAD ELWYN PA 19063 201744870 PHARMACY PA N/A C 8675189 1360515 1.00000 1 EIB INC 111 ELWYN ROAD ELWYN PA 19063 232511810 INACTIVE PA N/A C 1.00000 1 HABILITATION FACILITIES 111 ELWYN ROAD ELWYN PA 19063 232426839 INACTIVE PA N/A C 1.00000 1 BIE INDUSTRIES 111 ELWYN ROAD ELWYN PA 19063 232361332 INACTIVE PA N/A C 1.00000 1 1 0 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 GRACE PHARMACY A 10325 INTEREST INCOME GRACE PHARMACY L 90000 MANAGEMENT FEE THE ELWYN FOUNDATION C 712657 CASH RECEIVED ELWYN NC L 223750 MANAGEMENT FEE ELWYN NEW JERSEY L 149862 MANAGEMENT FEE ELWYN NEW JERSEY J 61800 RENTAL INCOME SLEIGHTON SCHOOL A 444433 INTEREST INCOME SLEIGHTON SCHOOL L 60000 MANAGEMENT FEE