Civic Intelligence

Elwyn Institutes Workers Compensation Trust

EIN 23-2427093 • 501(c)3 • Elwyn, PA

Profile

The trust provided workers compensation insurance to elwyn of pennsylvania and delaware employees that were injured performing their assignments.

111 Elwyn RoadElwyn, PA 19063-4699

www.elwyn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2010: $68,263Liabilities 2010: $2,558,199Net Assets 2010: -$2,489,9362010Assets 2011: -$50,011Liabilities 2011: $2,555,686Net Assets 2011: -$2,605,6972011Assets 2012: $16,453Liabilities 2012: $3,099,359Net Assets 2012: -$3,082,9062012Assets 2013: $155,175Liabilities 2013: $1,960,599Net Assets 2013: -$1,805,4242013Assets 2014: $103,369Liabilities 2014: $1,690,700Net Assets 2014: -$1,587,3312014Assets 2015: $72,827Liabilities 2015: $1,780,411Net Assets 2015: -$1,707,5842015Assets 2016: $18,693Liabilities 2016: $2,094,571Net Assets 2016: -$2,075,8782016Assets 2017: $516,370Liabilities 2017: $1,549,533Net Assets 2017: -$1,033,1632017Assets 2018: $93,080Liabilities 2018: $953,530Net Assets 2018: -$860,4502018Assets 2019: $31,076Liabilities 2019: $748,843Net Assets 2019: -$717,7672019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,986,9382010Expenses 2011: $3,794,3982011Expenses 2012: $4,024,3762012Revenue 2013: $3,814,793Expenses 2013: $2,537,311Net Income 2013: $1,277,4822013Revenue 2014: $3,482,093Expenses 2014: $3,264,000Net Income 2014: $218,0932014Revenue 2015: $2,963,616Expenses 2015: $3,083,869Net Income 2015: -$120,2532015Revenue 2016: $2,691,944Expenses 2016: $3,060,238Net Income 2016: -$368,2942016Revenue 2017: $3,273,980Expenses 2017: $2,231,265Net Income 2017: $1,042,7152017Revenue 2018: $1,488,323Expenses 2018: $1,315,610Net Income 2018: $172,7132018Revenue 2019: $2,032,085Expenses 2019: $1,889,402Net Income 2019: $142,6832019Revenue 2020: $525,213Expenses 2020: $389,067Net Income 2020: $136,1462020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.53$0.39$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.75$0.72$2.03$1.89$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.95$0.86$1.49$1.32$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.52$1.55$1.03$3.27$2.23$1.04
2016Detailed filing. Detailed filing data is available for this year.$0.02$2.09$2.08$2.69$3.06$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.07$1.78$1.71$2.96$3.08$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.10$1.69$1.59$3.48$3.26$0.22
2013Summary only. Only limited summary data is available for this year.$0.16$1.96$1.81$3.81$2.54$1.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$3.10$3.08$4.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$2.56$2.61$3.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$2.56$2.49$3.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$0
Mission and Program Overview

Mission

Elwyn makes life better for people with developmental and behavioral health challenges.

The trust provided workers compensation insurance to elwyn of pennsylvania and delaware employees that were injured performing their assignments.

Program Services

DescriptionGrantsExpenses
THE TRUST PROVIDED WORKERS COMPENSATION INSURANCE TO ELWYN OF PENNSYLVANIA AND DELAWARE EMPLOYEES THAT WERE INJURED PERFORMING THEIR ASSIGNMENTS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA ANANIATreasurer-$0--
CHARLES S MCLISTERPresident/CEO-$0--
JAMES SEBRAChair-$0--
LEONARD J KIRBYSVP/COO-$0--
WILLIAM EMMETVice Chair-$0--
ALAN WICHLEISecretary-$0--
NIKOLE CABREYSVP/CFO-$0--
DEBRA M PAUL CPA MBAFormer CFO-$0--
Filing and Contact Details

Filer

Filer Name
Elwyn Institutes Workers Compensation Trust
EIN
23-2427093
Phone
6108912000
Address
111 ELWYN ROAD, ELWYN, PA 19063-4699

Signing Officer

Name
Nikole Cabrey
Title
SVP/CFO
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
301 SPRINGSIDE DR, AKRON, OH 44333-2434
Preparer
Kelly Raquet
Phone
2155641900
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE

“The trust provided workers compensation insurance to elwyn of pennsylvania and delaware employees that were injured performing their assignments.”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELWYN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019063
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREA ANANIA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SVP/COO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SVP/CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FORMER CFO
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELWYN.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST PROVIDED WORKERS COMPENSATION INSURANCE TO ELWYN OF PENNSYLVANIA AND DELAWARE EMPLOYEES THAT WERE INJURED PERFORMING THEIR ASSIGNMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NIKOLE CABREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP/CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELWYN INSTITUTES WORKERS COMPENSATION TRUST
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ReturnHeader/Filer/EIN0232427093
ReturnHeader/Filer/PhoneNum06108912000
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ReturnHeader/PreparerPersonGrp/PhoneNum02155641900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY RAQUET
ReturnHeader/ReturnTs02025-05-15T09:52:56+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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