2013-02-15T15:44:44-06:00 2012-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2011-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912585 111 ELWYN ROAD ELWYN PA 19063 DANIEL M REARDON 6108912000 2013-02-14 1 MARY-ANN F SCHALLER P00125034 2154414600 2011 2016-03-07 17:11:31Z SANDRA SCORNELIUSPHD 111 ELWYN ROAD ELWYN PA 19063 1439545 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 1468106 1285179 0 0 24799 6466 -87 22800 1492818 1314445 2287243 449793 0 0 0 0 0 0 961232 1207725 968054 3494968 1417847 -2002150 -103402 427215 440065 254582 360207 172633 79858 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 102037 102037 DISTRIBUTIONS WERE MADE TO ELWYN TO SUPPORT THE VALLEY VIEW PROGRAM, A RESIDENTIAL SERVICE PROVIDED TO DEAF AND DEAF/BLIND SENIORS. THE DISTRIBUTIONS 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. 40335 40335 DISTRIBUTIONS WERE MADE TO ELWYN IN CONNECTION WITH THE DELAWARE ART EXHIBIT TO COVER THE COST OF THE EVENT (ROOM RENTAL, FOOD AND BEVERAGE, ETC.) AS WELL AS THE DISTRIBUTION TO THE ARTISTS FOR THE SHARE OF PROCEEDS GENERATED FROM THE SALE OF THE ARTWORK. THIS ANNUAL EVENT RAISES AWARENESS OF THE SERVICES ELWYN PROVIDES TO INDIVIDUALS WITH INTELLECTUAL DISAILITIES AND SHOWCASES THE ABILITIES OF THESE INDIVIDUALS AS FUNCTIONING MEMBERS OF THE COMMUNITY. 31089 31089 DISTRIBUTIONS WERE MADE TO ELWYN TO SUPPORT THE ON-GOING WORK OF THE GENETICS DEPARTMENT THROUGH ITS FRAGILE X SYNDROME CLINIC, THE VARIOUS IN-SERVICE TRAININGS HELD ON GENETIC ISSUES, AND THE ON-GOING RESEARCH ASSOCIATED WITH GENETIC DISORDERS. THROUGH ITS CERTIFIED GENETIC COUNSELORS, ELWYN HAS MADE ADVANCES IN THE FIELD TOWARD ADDRESSING GENETIC CHALLENGES IN CHILDREN AND ADULTS WITH PROACTIVE TREATMENT AND PROGRAMMING TECHNIQUES. 276332 276332 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 276332 276332 449793 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 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 DANIEL M REARDON 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 362070 26109 0 362070 26109 0 0 1 0 0 175709 1109470 1285179 6466 6466 147900 175709 125100 22800 22800 1314445 0 0 29266 449793 449793 FUND RAISING EXPENSE 961232 961232 INSURANCE 5399 5399 BANK FEES 1148 1148 LICENSES AND REGISTRATI 275 275 1417847 449793 6822 961232 55198 25974 1200 0 1800 27982 369017 386109 427215 440065 254582 360207 254582 360207 X -1544738 -1890351 1717371 1970209 172633 79858 427215 440065 X -103402 10627 X X 0 1 1 X 0 X X X 0 0 0 ELWYN 231352117 3 1 1 1 449793 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 449793 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1467371 702631 449793 1720209 2914272 840343 2287243 1467372 2402336 883697 371761 2914272 2317494 956069 871227 2402336 1.00000 0 0 0 1314445 1417847 -103402 10627 10627 -92775 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: 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 323609 175709 147900 125100 323609 175709 147900 125100 125100 22800 1 ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 449793 BOOK SUPPORT THE MISSION OF ELWYN AS DESCRIBED ON PAGE 2 OF FORM 990 1 0 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 361703 0 0 0 367 0 20814 0 5295 0 388179 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 17,2013 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 10,627. FORM 990, PART XII LINE 2C: THE ORGANIZATION DID NOT MAKE ANY CHANGES IN ITS OVERSIGHT PROCES 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 1 0 1 1 1 0 0 0 ELWYN B 449793 CASH