Civic Intelligence

The Elwyn Foundation

990 • Fiscal year 2019 • EIN 20-1915642

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

Organization Profilewww.elwyn.org
111 Elwyn RoadElwyn, PA 19063

(610) 891-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.31x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.68x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

95th percentile

$560,855

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

94th percentile

62%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

77%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$5,895,004

Up $2,255,665 (+62%) from 2018

Net Assets

Up

$4,071,203

Up $453,751 (+13%) from 2018

Liabilities

Up

$1,823,801

Up $1,801,914 (+8233%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin69th percentile

Revenue

Up

$2,695,000

Up $1,169,784 (+77%) from 2018

Expenses

Down

$2,383,262

Down $547,103 (-19%) from 2018

Net Income

Up

$311,738

Up $1,716,887 (+122%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $2,261,846Liabilities 2010: $340,567Net Assets 2010: $1,921,2792010Assets 2011: $427,215Liabilities 2011: $254,582Net Assets 2011: $172,6332011Assets 2012: $440,065Liabilities 2012: $360,207Net Assets 2012: $79,8582012Assets 2013: $619,523Liabilities 2013: $10,315Net Assets 2013: $609,2082013Assets 2014: $1,530,659Liabilities 2014: $37,366Net Assets 2014: $1,493,2932014Assets 2015: $1,913,813Liabilities 2015: $10,241Net Assets 2015: $1,903,5722015Assets 2016: $2,040,357Liabilities 2016: $78,813Net Assets 2016: $1,961,5442016Assets 2017: $4,886,946Liabilities 2017: $64,673Net Assets 2017: $4,822,2732017Assets 2018: $3,639,339Liabilities 2018: $21,887Net Assets 2018: $3,617,4522018Assets 2019: $5,895,004Liabilities 2019: $1,823,801Net Assets 2019: $4,071,2032019Assets 2020: $50,144,875Liabilities 2020: $697,569Net Assets 2020: $49,447,3062020Assets 2021: $87,352,321Liabilities 2021: $3,002,841Net Assets 2021: $84,349,4802021Assets 2022: $77,276,421Liabilities 2022: $1,454,855Net Assets 2022: $75,821,5662022Assets 2023: $98,763,227Liabilities 2023: $4,686,039Net Assets 2023: $94,077,1882023Assets 2024: $105,647,399Liabilities 2024: $1,269,140Net Assets 2024: $104,378,2592024

Highlighted filing

2019

Assets$5,895,004
Liabilities$1,823,801
Net Assets$4,071,203
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $1,402,4652010Expenses 2011: $3,494,9682011Expenses 2012: $1,417,8472012Expenses 2013: $1,502,5102013Revenue 2014: $2,427,911Expenses 2014: $1,667,673Net Income 2014: $760,2382014Revenue 2015: $2,203,414Expenses 2015: $1,832,709Net Income 2015: $370,7052015Revenue 2016: $2,347,106Expenses 2016: $2,311,829Net Income 2016: $35,2772016Revenue 2017: $2,614,060Expenses 2017: $1,952,674Net Income 2017: $661,3862017Revenue 2018: $1,525,216Expenses 2018: $2,930,365Net Income 2018: -$1,405,1492018Revenue 2019: $2,695,000Expenses 2019: $2,383,262Net Income 2019: $311,7382019Revenue 2020: $2,078,755Expenses 2020: $2,265,161Net Income 2020: -$186,4062020Revenue 2021: $8,520,423Expenses 2021: $2,274,796Net Income 2021: $6,245,6272021Revenue 2022: $6,956,198Expenses 2022: $5,075,397Net Income 2022: $1,880,8012022Revenue 2023: $5,852,116Expenses 2023: $7,348,201Net Income 2023: -$1,496,0852023Revenue 2024: $5,982,037Expenses 2024: $5,633,324Net Income 2024: $348,7132024

Highlighted filing

2019

Revenue$2,695,000
Expenses$2,383,262
Net Income$311,738
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.3
Gross Receipts
$2,875,417
Mission and Program Overview

Mission

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 (Continued on Schedule O)

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 (Continued on Schedule O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,459,144$3,025,667▲ $1,566,523
Investments in Publicly Traded Securities$2,180,195$2,346,607▲ $166,412
Pledges and Grants Receivable$0$495,225▲ $495,225
Prepaid Expenses and Deferred Charges$0$27,505▲ $27,505
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,639,339$5,895,004▲ $2,255,665
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$1,823,801▲ $1,823,801
Accounts Payable and Accrued Expenses$21,887$0▼ $21,887
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$21,887$1,823,801▲ $1,801,914
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,386,328$3,591,429▲ $205,101
Unrestricted Net Assets$231,124$479,774▲ $248,650
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$3,617,452$4,071,203▲ $453,751
Total Liabilities and Net Assets / Fund Balance$3,639,339$5,895,004▲ $2,255,665
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Adam SaundersChairman
Sandra CorneliusFormer President
Charles S McListerPresident
Judith StrineVice Chairman
Alan WechslerBoard member
Francis J DunphyBoard member
Frank L Doyle IIIBoard member
J Richard Leaman JrBoard member
Jared G CulottaBoard member
Joseph E Lundy EsqBoard member
Lisa SpectorBoard member
Richard W Stevens EsqBoard member
Thomas McCaullyBoard member
JR Burke JrSecretary
Cindy BertrandoSVP & Chief Financial Officer
Jeffrey GiovinoSVP & Chief Operating Officer
Joan EmmiTreasurer
Marguerite KraftsonVP of Advancement
Revenue and Support

Revenue Composition

Contributions and Grants
$2,685,408
Program Service Revenue
$0
Investment Income
$46,834
Other Revenue
$-37,242
All Other Contributions
$1,620,169
Change in Net Assets
$311,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,268,891
Other Expenses$1,114,371
Total Fundraising Expense$1,114,371
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,268,891--$1,268,891
Other Expenses--$1,106,287$1,106,287
Office Expenses--$8,084$8,084
Total Functional Expenses$1,268,891$0$1,114,371$2,383,262
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ElwynElwyn, PA501(c)(3)Support org mission$587,592
Elwyn New JerseyVineland, NJ501(c)(3)Support org mission$418,801
Elwyn CaliforniaSan Jose, CA501(c)(3)Support org mission$262,498
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$180,417
Fundraising Gross Income$143,175
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Elwyn Ball$697,496$103,925$178,460$-74,535
Ski-A-Thon$36,693$3,900$1,957$1,943
Total Events$871,800$143,175$180,417$-37,242
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances From Affiliates$1,823,801
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Elwyn is the sole member of the Elwyn Foundation.”

Form 990, Part VI, Section A, Lines 7A & 7B

“Elwyn, as the sole member, reserves, among others, the power to appoint the members of the Board of Directors of the Elwyn Foundation.”

Form 990, Part VI, Section B, Line 11B

“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 the organization and is reviewed and approved by our Audit Committee, prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The Elwyn Board of Directors reviews the conflict of interest policy on a periodic basis. Board members complete conflict of interest forms on an annual basis. The completed forms are maintained by the Assistant Secretary of the Board.”

Form 990, Part VI, Section B, Lines 15A & 15B

“The Elwyn Foundation has no employees. AN EMPLOYMENT CONTRACT DETERMINES THE COMPENSATION OF ELWYN'S PRESIDENT. ELWYN'S BOARD OF DIRECTORS APPROVED THE PRESIDENT'S EMPLOYMENT CONTRACT AFTER THOROUGH CONSULTATION WITH COMPENSATION PROFESSIONALS AND REVIEW OF COMPENSATION PAID BY COMPARABLE NONPROFIT ORGANIZATIONS. THE CURRENT CONTRACT COVERS COMPENSATION BETWEEN MARCH 1, 2017, AND JUNE 30, 2022. ANNUALLY, ELWYN'S PRESIDENT DETERMINES THE COMPENSATION PAID TO OTHER SENIOR EXECUTIVES. THE COMPENSATION INFORMATION FOR THESE EMPLOYEES IS DISTRIBUTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR INFORMATIONAL PURPOSES ONLY.”

Form 990, Part VI, Section C, Line 19

“The consolidated financial statements of Elwyn and Subsidiaries are available through public sources as a result of the tax-exempt bond financing. The organization does not make its governing documents and conflict of interest policy available to the public.”

Filing and Contact Details

Filer

Filer Name
The Elwyn Foundation
EIN
20-1915642
In Care Of
% DEBRA PAUL
Phone
6108912000
Address
111 Elwyn Road, Elwyn, PA 19063

Signing Officer

Name
Charles S Mclister
Title
President
Phone
6108912000
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles S Mclister
Formed
2004
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Bdo USA Llp
Address
1801 MARKET STREET SUITE 1700, PHILADELPHIA, PA 19103
Preparer
Marc R Berger CPA
Phone
2155641900
Supplemental Narrative

Additional Explanations

Form 990, Subsequent Information

“Elwyn is a Pennsylvania not-for-profit corporation providing day and residential programs, special education, vocational, and social rehabilitation services to disabled persons. Elwyn operates locations in Pennsylvania and Delaware. In addition, Elwyn is the sole member of Elwyn New Jersey, Elwyn California, The Elwyn Foundation, Fellowship Health Resources, Inc., Provider Enhancement Management Services, Family Support Services, and Sleighton School. Elwyn also owns 100% of Grace Pharmacy, a for-profit corporation. As of July 1, 2019, Elwyn and certain of its subsidiaries completed an internal corporate reorganization. In connection with this reorganization, The Elwyn Foundation converted into a Pennsylvania non-member, nonprofit corporation and, as such, Elwyn will no longer serve as the sole member of The Elwyn Foundation. Elwyn converted into a Pennsylvania member, nonprofit corporation, with The Elwyn Foundation as its sole member and also changed its corporate name to "Elwyn of Pennsylvania and Delaware".”

Form 990, Part I, Line 1 (Continued)

“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, 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 509(a)(2) of the Code (the "supported entity"supported entities").”

Form 990, Part III, Line 1 (Continued)

“ensure that individuals served by Elwyn are given every opportunity to lead meaningful lives without compromise.”

Financial Statement Notes

Schedule D, Part X, Line 2

“The Foundation has been recognized by the Internal Revenue Service ("IRS") as tax-exempt organizations as described in Section 501(c) of the Internal Revenue Code ("IRC") and is exempt from federal income taxes pursuant to Section 501(c)(3) of the IRC. However, at times, the entitie is subject to unrelated business tax income based on its activities. For the year ended June 30, 2019, the Organization did not identify any uncertain tax positions taken or expected to be taken, which would require adjustment or disclosure in the consolidated financial statements. The Organization has filed all of its IRS Form 990, including 990-T, where applicable, for the year ended June 30, 2018.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Charles S McLister
IRS990/Form990PartVIISectionAGrp/PersonNm1Adam Saunders
IRS990/Form990PartVIISectionAGrp/PersonNm2Judith Strine
IRS990/Form990PartVIISectionAGrp/PersonNm3JR Burke Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Joan Emmi
IRS990/Form990PartVIISectionAGrp/PersonNm5Jared G Culotta
IRS990/Form990PartVIISectionAGrp/PersonNm6Frank L Doyle III
IRS990/Form990PartVIISectionAGrp/PersonNm7Francis J Dunphy
IRS990/Form990PartVIISectionAGrp/PersonNm8J Richard Leaman Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Joseph E Lundy Esq
IRS990/Form990PartVIISectionAGrp/PersonNm10Thomas McCaully
IRS990/Form990PartVIISectionAGrp/PersonNm11Lisa Spector
IRS990/Form990PartVIISectionAGrp/PersonNm12Richard W Stevens Esq
IRS990/Form990PartVIISectionAGrp/PersonNm13Alan Wechsler
IRS990/Form990PartVIISectionAGrp/PersonNm14Cindy Bertrando
IRS990/Form990PartVIISectionAGrp/PersonNm15Jeffrey Giovino
IRS990/Form990PartVIISectionAGrp/PersonNm16Marguerite Kraftson
IRS990/Form990PartVIISectionAGrp/PersonNm17Sandra Cornelius
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP & Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP & Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP of Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt17Former President
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IRS990/MissionDesc0The 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 (Continued on Schedule O)
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IRS990/NetAssetsOrFundBalancesEOYAmt04071203
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IRS990/NoncashContributionsAmt012889
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/TotalAmt01106287
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IRS990/PrincipalOfficerNm0CHARLES S MCLISTER
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IRS990/ProgSrvcAccomActy2Grp/Desc0Distributions were made to Elwyn New Jersey to support its residential day programs and employment services provided for persons with developmental disabilities. Elwyn New Jersey serves approximately 208 clients in its residential programs and 228 clients in its day, vocational and social rehabilitation programs.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Distributions were made to Elwyn California to support its residential programs that serves 178 adults with intellectual and/or developmental disabilities. Distributions supported specialized residences, designed to provide additional support needed by residents with medical conditions or specific syndromes.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,895,004
Liabilities
$1,823,801
Net assets
$4,071,203
Revenue
$2,695,000
Expenses
$2,383,262
Net income
$311,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$1.27$104$5.98$5.63$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.8$4.69$94.1$5.85$7.35$1.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.3$1.45$75.8$6.96$5.08$1.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.4$3.00$84.3$8.52$2.27$6.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.1$0.70$49.4$2.08$2.27$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.90$1.82$4.07$2.70$2.38$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.02$3.62$1.53$2.93$1.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.06$4.82$2.61$1.95$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.08$1.96$2.35$2.31$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$2.20$1.83$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.49$2.43$1.67$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.01$0.61$1.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.36$0.08$1.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.25$0.17$3.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.34$1.92$1.40