Civic Intelligence

Elwyn Institutes Workers Compensation Trust

990 • Fiscal year 2017 • EIN 23-2427093

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 25, 2018

Organization ProfileWWW.ELWYN.ORG
111 Elwyn RoadElwyn, PA 19063-4699

(610) 891-2000

Siviq Scores

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

Liabilities / Assets

99th percentile

3.00x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.47x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

100th percentile

2662%

Faster asset growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$516,370

Up $497,677 (+2662%) from 2016

Net Assets

Up

-$1,033,163

Up $1,042,715 (+50%) from 2016

Liabilities

Down

$1,549,533

Down $545,038 (-26%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin85th percentile

Revenue

Up

$3,273,980

Up $582,036 (+22%) from 2016

Expenses

Down

$2,231,265

Down $828,973 (-27%) from 2016

Net Income

Up

$1,042,715

Up $1,411,009 (+383%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2017

Assets$516,370
Liabilities$1,549,533
Net Assets-$1,033,163
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$3,273,980
Expenses$2,231,265
Net Income$1,042,715
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 25, 2018
Return Version
2016v3.0
Gross Receipts
$3,273,980
Mission and Program Overview

Mission

To provide workers compensation insurance to elwyn employees.

To provide workers compensation insurance for all employees of elwyn

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,693$510,468▲ $491,775
Prepaid Expenses and Deferred Charges-$5,902-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$-2,075,878$-1,033,163▲ $1,042,715
Total Assets$18,693$516,370▲ $497,677
Liabilities
Accounts Payable and Accrued Expenses$2,094,571$1,549,533▼ $545,038
Total Liabilities$2,094,571$1,549,533▼ $545,038
Net Assets / Fund Balance
Total Net Assets Fund Balance$-2,075,878$-1,033,163▲ $1,042,715
Total Liabilities and Net Assets / Fund Balance$18,693$516,370▲ $497,677
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Joseph E Pappano Jr MdChairman
H Thomas Hollinger ChfccluVice-chairman
Francis D Burke JrBoard Member
Jared G Culotta CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,273,729
Investment Income
$251
Other Revenue
$0
Change in Net Assets
$1,042,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$479,270
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,751,995--$1,751,995
Fees for Services Management-$479,270-$479,270
Total Functional Expenses$1,751,995$479,270$0$2,231,265
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management services are provided by the parent company elwyn.”

Form 990, Part VI, Section A, Line 7A

“Elwyn is the sole member of elwyn institutes workers compensation trust.”

Form 990, Part VI, Section A, Line 7B

“Elwyn as the sole member reserves, among others, the power to appoint the members of the board of directors of elwyn institutes workers compenssation trust.”

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

“All activity pertaining to this trust is subject to review and discussion at the board of directors level of elwyn. Further, the elwyn risk management department routinely monitors the activity of this trust.”

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

“The conflict of interest policy is continually and consistantly monitored through: - the elwyn governance committee, which has been charged by the elwyn board to review the policy minimally twice a year - the elwyn governance committee, as they receive individuals recommended for board membership - the elwyn internal purchasing department, as they routinely engage and evaluate our approved vendor listings. - the elwyn senior management administrative team (which includes elwyn's compliance officer and privacy officer) continually monitors this policy as well as many others.”

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.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Cindy Bertrando
Title
Snr VP and CFO
Phone
6108912000
Signed
2018-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Mclister
Formed
1986
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Kreischer Miller
Address
100 WITMER ROAD SUITE 350, HORSHAM, PA 19044-2369
Preparer
Christopher M Pekula
Phone
2154414600
Raw XML Appendix341 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT SERVICES ARE PROVIDED BY THE PARENT COMPANY ELWYN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELWYN IS THE SOLE MEMBER OF ELWYN INSTITUTES WORKERS COMPENSATION TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELWYN AS THE SOLE MEMBER RESERVES, AMONG OTHERS, THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS OF ELWYN INSTITUTES WORKERS COMPENSSATION TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ACTIVITY PERTAINING TO THIS TRUST IS SUBJECT TO REVIEW AND DISCUSSION AT THE BOARD OF DIRECTORS LEVEL OF ELWYN. FURTHER, THE ELWYN RISK MANAGEMENT DEPARTMENT ROUTINELY MONITORS THE ACTIVITY OF THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS CONTINUALLY AND CONSISTANTLY MONITORED THROUGH: - THE ELWYN GOVERNANCE COMMITTEE, WHICH HAS BEEN CHARGED BY THE ELWYN BOARD TO REVIEW THE POLICY MINIMALLY TWICE A YEAR - THE ELWYN GOVERNANCE COMMITTEE, AS THEY RECEIVE INDIVIDUALS RECOMMENDED FOR BOARD MEMBERSHIP - THE ELWYN INTERNAL PURCHASING DEPARTMENT, AS THEY ROUTINELY ENGAGE AND EVALUATE OUR APPROVED VENDOR LISTINGS. - THE ELWYN SENIOR MANAGEMENT ADMINISTRATIVE TEAM (WHICH INCLUDES ELWYN'S COMPLIANCE OFFICER AND PRIVACY OFFICER) CONTINUALLY MONITORS THIS POLICY AS WELL AS MANY OTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02847480
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ELWYN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018693
IRS990/TotalAssetsEOYAmt0516370
IRS990/TotalAssetsGrp/BOYAmt018693
IRS990/TotalAssetsGrp/EOYAmt0516370
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0479270
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01751995
IRS990/TotalFunctionalExpensesGrp/TotalAmt02231265
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02094571
IRS990/TotalLiabilitiesEOYAmt01549533
IRS990/TotalLiabilitiesGrp/BOYAmt02094571
IRS990/TotalLiabilitiesGrp/EOYAmt01549533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2075878
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1033163
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01751995
IRS990/TotalProgramServiceRevenueAmt03273729
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0251
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03273729
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03273980
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018693
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0516370
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 ELWYN ROAD
IRS990/USAddress/CityNm0ELWYN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0190634699
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ELWYN.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY BERTRANDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SNR VP AND CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06108912000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELWYN INSTITUTES WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMPENSATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELWY
ReturnHeader/Filer/EIN0232427093
ReturnHeader/Filer/PhoneNum06108912000
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 ELWYN ROAD
ReturnHeader/Filer/USAddress/CityNm0ELWYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190634699
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BEA8DFBFB3CC39BD37C92E2FF32F23D41CC149D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03311A63CC33040ECFA97E158FE2DBC0E6C2B78D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.55.30.226
ReturnHeader/FilingSecurityInformation/IPDt02018-04-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:37:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231980475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KREISCHER MILLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WITMER ROAD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HORSHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190442369
ReturnHeader/PreparerPersonGrp/PhoneNum02154414600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER M PEKULA
ReturnHeader/ReturnTs02018-05-03T11:10:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,370
Liabilities
$1,549,533
Net assets
-$1,033,163
Revenue
$3,273,980
Expenses
$2,231,265
Net income
$1,042,715
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