2011-05-05T12:37:32-05:00 2010-06-30 Kreischer Miller 100 Witmer Road Suite 350 Horsham PA 190442369 990 2009-07-01 201915642 THE ELWYN FOUNDATION ELWY 6108912585 111 Elwyn Road Elwyn PA 19063 DANIEL M REARDON 6108912000 2011-04-27 1 Rhona Foster 2154414600 2009 2016-02-24 21:20:13Z SANDRA SCORNELIUSPHD 111 Elwyn Road Elwyn PA 19063 1510798 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"). 7 6 0 0 0 0 1438322 1311032 0 61907 47966 -16503 7701 1483726 1366699 871227 371761 0 0 0 1022209 692786 1030704 1564013 1402465 -80287 -35766 2145192 2261846 393471 340567 1751721 1921279 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 56063 56063 Maris Hall A - Significant renovations have been made to Maris Hall, an eighteen bed residential unit serving intellectually disabled adults. These renovations included new tile flooring throughout the unit, painting of all areas, and new furnishings in the kitchen, recreational areas and other common areas. 49112 49112 PATHS - PATHS is an evidence-based blueprint model that offers a comprehensive program for promoting emotional and social competencies, as well as reducing aggression and behavior problems in preschool and elementary school-aged children. The money is used to cover the salary of the PATHS co-ordinator and the PATHS kits. 266586 266586 EXPENSES GRANTED FOR RECREATIONAL ACTIVITIES 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. 371761 1 1 0 0 0 0 0 0 1 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 0 0 7 6 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 X ALAN WECHSLER 1.00 X 0 0 0 J RICHARD LEAMAN JR 1.00 X 0 0 0 FRANCIS D BURKE 1.00 X 0 0 0 JAMES J DELUCA 1.00 X 0 0 0 WILLIAM P LINCKE ESQ 1.00 X 0 0 0 VALAIDA WALKER EDD 1.00 X 0 0 0 SANDRA S CORNELIUS PHD 1.00 X 0 346846 68915 0 346846 68915 0 0 1 0 EVENT NAVIGATORS LLC 224 RIVER ROAD GLADWYNE PA 190351240 FUNDRAISING EVENT CONSULTANTS 139808 1 104692 1206340 1311032 47966 47966 151800 104692 144099 7701 7701 1366699 0 0 55667 371761 371761 FUND RAISING EXPENSE 1022209 1022209 INSURANCE 5450 5450 BANK FEES 2770 2770 LICENSES AND REGISTRATI 275 275 1402465 371761 8495 1022209 28016 6816 115440 1813 1816 1999923 2253214 2145192 2261846 393471 340567 393471 340567 X -900614 -1242993 2652335 3164272 1751721 1921279 2145192 2261846 X 0 1 1 X 0 X X X 0 0 0 ELWYN 231352117 3 1 1 1 371761 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 371761 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1999923 883697 253290 -511935 -371761 2253214 2291459 956069 -291535 871227 84873 1999923 1.00000 0 0 0 1366699 1402465 -35766 205324 205324 169558 Part X: Description of Uncertain Tax Positions Under FIN 48: 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 256492 104692 151800 144099 256492 104692 151800 144099 144099 7701 1 1 111 ELWYN ROAD ELWYN PA 19063 231352117 501(C)(3) 371761 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 339811 0 0 0 7035 0 55949 0 12966 0 415761 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 presenttion to the Board of Directors. On March 31,2011 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 XI, LINE 2C NO CHANGE IN OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. ELWYN 111 ELWYN ROAD ELWYN PA 19063 231352117 HUMAN SERVICES PA 501(c)(3) 3 SLEIGHTON SCHOOL 485 VALLEY ROAD GLEN MILLS PA 19342 231352527 INACTIVE PA 501(c)(3) 9 ELWYN ELWYN NEW JERSEY 1667 LANDIS AVENUE VINELAND NJ 08360 221801227 HUMAN SERVICES NJ 501(c)(3) 9 ELWYN PROVIDER ENHANCED MANAGEMENT SERVICES 111 ELWYN ROAD ELWYN PA 19063 232600304 TRAINING PA 501(c)(3) 9 ELWYN ELWYN NC 3190 S BASCOM AVENUE SAN JOSE CA 95124 261855027 HUMAN SERVICES CA 501(c)(3) 7 ELWYN 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0