ELWYN OF PENNSYLVANIA AND DELAWARE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELWYN OF PENNSYLVANIA AND DELAWARE (EIN 23-1352117)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349304582
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:46:53+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191031634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELWYN OF PENNSYLVANIA AND DELAWARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELWY | BusinessNameControlTxt |
| Phone | 6108912000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELWYN ROAD | AddressLine1Txt |
| City | ELWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES S MCLISTER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6108912028 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY RAQUET | PreparerPersonNm |
| PTIN | P01644256 | PTIN |
| Phone | 2155641900 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES S MCLISTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELWYN ROAD | AddressLine1Txt |
| City | ELWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $308,052,519 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELWYN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | IN 1852, THE ELWYN ORGANIZATION MADE A PROMISE TO ENRICH THE QUALITY OF LIFE FOR INDIVIDUALS WITH DIVERSE CHALLENGES. TODAY, WE ARE PROUD TO BE THE NATIONAL LEADER IN EDUCATION, TREATMENT, AND SUPPORT SERVICES TO CHILDREN AND ADULTS WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND RELATED BEHAVIORAL HEALTH CHALLENGES. EVERY DECISION WE MAKE PRIORITIZES THE WELL-BEING OF THE INDIVIDUALS WE SUPPORT. WE INVEST IN UNRIVALED EXCELLENCE, ENDURING ENGAGEMENT, AND COMPASSIONATE CARE TO SHAPE A WORLD IN WHICH PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES EXPERIENCE EQUITY, OPPORTUNITY, AND HAPPINESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 2626 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,498,818 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,897,257 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $247,694,426 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $291,973,450 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,862,429 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,770,759 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,354,669 | PYOtherRevenueAmt |
| CY Other Revenue | $6,958,266 | CYOtherRevenueAmt |
| PY Total Revenue | $275,410,342 | PYTotalRevenueAmt |
| CY Total Revenue | $304,599,732 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $141,161,150 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $158,096,880 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,095,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $118,260,779 | PYOtherExpensesAmt |
| CY Other Expenses | $141,295,316 | CYOtherExpensesAmt |
| PY Total Expenses | $259,421,929 | PYTotalExpensesAmt |
| CY Total Expenses | $299,392,196 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,988,413 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,207,536 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $168,034,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,134,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $161,448,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $162,404,003 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,585,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,730,036 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $147,851,415 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $175,159,085 | RevenueAmt |
| Desc | CHILDREN'S SERVICES ELWYN'S CHILDREN'S SERVICES DIVISION ENCOMPASSES THREE PRIMARY AREAS: EDUCATION, CHILDREN'S BEHAVIORAL HEALTH (BOTH RESIDENTIAL AND COMMUNITY-BASED), AND EARLY LEARNING SERVICES. TOGETHER, THESE PROGRAMS REPRESENT THE ORGANIZATION'S STRATEGIC COMMITMENT TO DELIVERING A UNIFIED CONTINUUM OF CARE, CENTERED AROUND THE INDIVIDUAL NEEDS OF CHILDREN AND THE COMMUNITIES IN WHICH SERVICES ARE OFFERED. EDUCATION FOUNDED IN 1852 AS A SCHOOL FOR CHILDREN WITH LEARNING DISABILITIES, ELWYN OPERATES THE DAVIDSON SCHOOL, THE OLDEST AND LARGEST APPROVED PRIVATE SCHOOL (APS) IN PENNSYLVANIA. THIS PROGRAM SERVES UP TO 400 STUDENTS FROM NEIGHBORING SCHOOL DISTRICTS, OFFERING A RICH, SUPPORTIVE EDUCATIONAL ENVIRONMENT TAILORED TO CHILDREN AND ADOLESCENTS WITH A BROAD RANGE OF SPECIAL NEEDS. THESE INCLUDE INTELLECTUAL AND PHYSICAL DISABILITIES, SENSORY IMPAIRMENTS, SOCIAL-EMOTIONAL AND BEHAVIORAL CHALLENGES, COMMUNICATION DISORDERS, AND MEDICALLY FRAGILE CONDITIONS. EARLY LEARNING SERVICES SINCE 1998, ELWYN HAS SERVED AS THE STATE-CONTRACTED PROVIDER FOR EARLY INTERVENTION SERVICES IN THE PHILADELPHIA SCHOOL DISTRICT AND, SINCE 2002, FOR THE CHESTER UPLAND SCHOOL DISTRICT. AS THE ONLY PRIVATE CONTRACTOR OF ITS KIND IN PENNSYLVANIA, ELWYN ADMINISTERS STATE AND FEDERAL FUNDS TO IDENTIFY AND SUPPORT YOUNG CHILDREN, AGES 3 TO SCHOOL AGE, WITH SPECIAL NEEDS. CHILDREN SUSPECTED OF DEVELOPMENTAL DELAYS ARE REFERRED TO ELWYN, WHERE AN INTERDISCIPLINARY TEAM CONDUCTS EVALUATIONS. THOSE MEETING ELIGIBILITY (E.G., A 25% DEVELOPMENTAL DELAY AND NEED FOR SPECIAL EDUCATION) RECEIVE AN INDIVIDUALIZED EDUCATION PLAN (IEP). SERVICES MAY INCLUDE: - PRESCHOOL EDUCATION - PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY - BEHAVIORAL SUPPORT - SPECIALIZED INTERVENTIONS FOR AUTISM, VISION, AND HEARING IMPAIRMENTS - AUDIOLOGY AND ASSISTIVE TECHNOLOGY IEPS ARE TAILORED TO EACH CHILD'S STRENGTHS AND CHALLENGES, WITH SERVICES DELIVERED IN INCLUSIVE SETTINGS WHENEVER POSSIBLE. SUPPORTS AIM TO ENABLE MEANINGFUL PROGRESS AND INDEPENDENCE. ELWYN'S EARLY LEARNING SERVICES SUPPORT OVER 11,000 CHILDREN ANNUALLY IN PHILADELPHIA AND OVER 300 CHILDREN IN CHESTER UPLAND SCHOOL DISTRICT. CHILDREN'S BEHAVIORAL HEALTH ELWYN DEVELOPED ITS BEHAVIORAL HEALTH SERVICE LINE IN RESPONSE TO THE NEEDS OF CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD), AUTISM, AND COMPLEX BEHAVIORAL HEALTH CHALLENGES. PROGRAMS ARE CONCENTRATED IN THE DELAWARE VALLEY, PRIMARILY PHILADELPHIA AND DELAWARE COUNTIES. COMMUNITY-BASED SERVICES INCLUDE: - DIAGNOSTIC ASSESSMENTS - OUTPATIENT COUNSELING - MEDICATION MANAGEMENT - GROUP THERAPY - MOBILE INTERVENTION SERVICES - INTENSIVE BEHAVIORAL HEALTH SERVICES (IBHS) ELWYN IS ONE OF THREE AGENCIES IN PHILADELPHIA PROVIDING CHILDREN'S MOBILE CRISIS SERVICES, HELPING DIVERT CHILDREN FROM EMERGENCY DEPARTMENTS AND REDUCING UNNECESSARY HOSPITALIZATIONS. ELWYN ALSO OPERATES A CHILDREN'S RESIDENTIAL TREATMENT FACILITY (CRTF) IN MEDIA, PA. THE CRTF SERVES CHILDREN AND ADOLESCENTS (AGES 6-20) WITH AUTISM SPECTRUM DISORDERS AND COMPLEX BEHAVIORAL, PSYCHIATRIC, OR MEDICAL NEEDS WHO HAVE NOT RESPONDED TO TRADITIONAL INTERVENTIONS. SERVICES INCLUDE: - PSYCHIATRIC AND FUNCTIONAL BEHAVIORAL ASSESSMENTS - BEHAVIOR INTERVENTION PLANNING - MEDICAL AND PSYCHOSOCIAL EVALUATIONS - FAMILY TRAINING AND SUPPORT - MEDICATION MANAGEMENT - SOCIAL SKILLS AND LIFE SKILLS DEVELOPMENT - RECREATIONAL AND APPLIED BEHAVIORAL THERAPIES - DISCHARGE PLANNING WITH POST-TREATMENT REFERRALS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $79,176,477 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $85,711,095 | RevenueAmt |
| Desc | IDD SERVICES (RESIDENTIAL, WORK & DAY PROGRAMS) IDD SERVICES INCLUDES COMPREHENSIVE SUPPORT IN BOTH GROUP HOMES AND NON-RESIDENTIAL PROGRAMS. RESIDENTIAL SERVICES ELWYN'S COMMUNITY RESIDENTIAL SERVICES (CRS) IS A MULTI-TIERED, HOME-BASED PROGRAM THAT PROVIDES VARYING LEVELS OF CARE, FROM 24-HOUR SUPERVISION TO FEWER THAN 30 HOURS PER WEEK. KEY FEATURES INCLUDE: - INDIVIDUAL SUPPORT PLANS (ISPS) DEVELOPED BY INTERDISCIPLINARY TEAMS - SPECIALIZED HOMES FOR INDIVIDUALS WITH COMPLEX BEHAVIORAL AND MEDICAL NEEDS - BEHAVIORAL SUPPORT PLANS (BSPS) FOR CLIENTS REQUIRING ENHANCED CLINICAL OVERSIGHT - LIFE-SHARING AND IN-HOME SUPPORTS FOR INDIVIDUALS LIVING INDEPENDENTLY OR WITH FAMILY IN-HOME SUPPORTS INCLUDE COMPANIONSHIP, ASSISTANCE WITH FINANCES, AND LIFE SKILLS COACHING. SERVICES ALSO INCLUDE COORDINATION OF MEDICAL CARE, MEDICATION, TRANSPORTATION, TRAINING, VACATIONS, AND RESPITE CARE. DAY PROGRAMS, SUPPORTED EMPLOYMENT & ELWYN INDUSTRIES ADULTS OVER AGE 21 IN ELWYN'S IDD SERVICE LINE ENGAGE IN A VARIETY OF DAY PROGRAMS, RANGING FROM CENTER-BASED SERVICES TO COMMUNITY INVOLVEMENT AND VOLUNTEER OPPORTUNITIES. HIGHLIGHTS INCLUDE: - SUPPORTED EMPLOYMENT: JOB PLACEMENT AND COACHING, WITH COUNSELORS ASSISTING IN JOB SEARCHES, ON-THE-JOB TRAINING, AND LOGISTICAL SUPPORT (E.G., TRANSPORTATION). - ELWYN INDUSTRIES: PARTICIPATION IN THE FEDERAL ABILITYONE PROGRAM, OFFERING PAID WORK EXPERIENCES TO HELP INDIVIDUALS BUILD JOB READINESS AND SOFT SKILLS. INTERMEDIATE CARE FACILITIES (ICF/ID) ELWYN PROVIDES FACILITY-BASED RESIDENTIAL OPTIONS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES AND COMPLEX MEDICAL NEEDS. PROGRAMS EMPHASIZE: - INDIVIDUALIZED PLANS TAILORED TO EACH PERSON'S STRENGTHS AND NEEDS - ACTIVE TREATMENT TO FOSTER INDEPENDENCE - PATHWAYS TO LESS RESTRICTIVE ENVIRONMENTS WHEN APPROPRIATE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,830,756 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $31,103,270 | RevenueAmt |
| Desc | ADULT BEHAVIORAL HEALTH ELWYN OFFERS A COMPREHENSIVE RANGE OF MENTAL HEALTH SERVICES FOR ADULTS IN DELAWARE, PHILADELPHIA, AND DAUPHIN COUNTIES, THROUGH BOTH COMMUNITY-BASED AND RESIDENTIAL PROGRAMS. COMMUNITY-BASED SERVICES ELWYN'S OUTPATIENT CLINICS PROVIDE: - PSYCHIATRIC EVALUATIONS - TREATMENT PLANNING - MEDICATION MANAGEMENT - INDIVIDUAL, GROUP, AND FAMILY THERAPY THE ORGANIZATION ALSO OFFERS RECOVERY SUPPORT SERVICES AND IS THE SOLE PROVIDER OF MOBILE CRISIS SERVICES IN DELAWARE COUNTY. THESE SERVICES PROVIDE RAPID, COMMUNITY-BASED PSYCHIATRIC SUPPORT TO DIVERT INDIVIDUALS FROM UNNECESSARY HOSPITALIZATIONS. ELWYN ALSO DELIVERS MOBILE CRISIS SERVICES IN PARTS OF PHILADELPHIA. ELWYN OPERATES A COMMUNITY INTEGRATED RECOVERY CENTER (CIRC) IN WEST PHILADELPHIA, A DUALLY LICENSED FACILITY OFFERING PSYCHIATRIC REHABILITATION AND OUTPATIENT SERVICES FOR ADULTS WITH CHRONIC MENTAL ILLNESS AND LIMITED SUPPORT SYSTEMS. RESIDENTIAL SERVICES ELWYN SUPPORTS OVER 100 INDIVIDUALS THROUGH VARIOUS RESIDENTIAL PROGRAMS, INCLUDING: - A 16-BED RESIDENTIAL TREATMENT FACILITY (RTF) FOR ADULTS WITH CO-OCCURRING PSYCHIATRIC AND DEVELOPMENTAL DISORDERS - AN 8-BED CRISIS RESPONSE UNIT - PERSONAL CARE HOMES FOR ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS - SUPPORTED LIVING ARRANGEMENTS AND COMMUNITY RESIDENTIAL REHABILITATION (CRR) PROGRAMS IN DELAWARE, DAUPHIN, AND PHILADELPHIA COUNTIES THESE PROGRAMS ARE DESIGNED TO PROMOTE RECOVERY, STABILITY, AND GREATER COMMUNITY INTEGRATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,678,798 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,405,301 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,678,798 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $7,405,301 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $257,537,446 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 421 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2626 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID BOWERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108912028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELWYN ROAD | AddressLine1Txt |
| City | ELWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALAN WICHLEI | ||||||||||
| SECRETARY | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANDREA ANANIA | ||||||||||
| TREASURER | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHARLES S MCLISTER | ||||||||||
| PRESIDENT/CEO | 20.0 | 30.0 | Yes (X) | Yes (X) | $684,945 | $0 | $66,685 | |||
| JAMES SEBRA | ||||||||||
| CHAIR | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM EMMET | ||||||||||
| VICE CHAIR | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEONARD J KIRBY | ||||||||||
| SVP/COO | 15.0 | 35.0 | Yes (X) | $386,068 | $0 | $46,622 | ||||
| NIKOLE CABREY | ||||||||||
| SVP/CFO | 15.0 | 35.0 | Yes (X) | $349,224 | $0 | $43,746 | ||||
| BRUCE M RICE JR | ||||||||||
| SVP OF IDD | 22.5 | 22.5 | $273,212 | $0 | $15,636 | Yes (X) | ||||
| CHARLES NAUS | ||||||||||
| SVP/CHIEF INFORMATION OFFICER | 25.0 | 20.0 | $336,271 | $0 | $63,691 | Yes (X) | ||||
| DR KURT MICELI | ||||||||||
| SVP ADULT BEHAVIORAL HEALTH | 22.5 | 22.5 | $416,662 | $0 | $67,971 | Yes (X) | ||||
| JENNIFER STRYKER | ||||||||||
| SVP/CHIEF STRATEGY OFFICER (AS OF 02/2024) | 25.0 | 20.0 | $321,940 | $0 | $55,934 | Yes (X) | ||||
| REGINA MACKENZIE | ||||||||||
| SVP/GENERAL COUNSEL | 25.0 | 20.0 | $299,697 | $0 | $58,940 | Yes (X) | ||||
| VERONICA WILLIAMS | ||||||||||
| VP CHILDREN'S SERVICES | 45.0 | 0 | $241,087 | $0 | $26,571 | Yes (X) | ||||
| COLLEEN FERNANDEZ | ||||||||||
| NURSING SUPERVISOR | 83.5 | 0 | $222,440 | $0 | $34,619 | Yes (X) | ||||
| DAVID BOWERS | ||||||||||
| VP CORPORATE FINANCE/CONTROLLER | 25.0 | 20.0 | $204,540 | $0 | $19,205 | Yes (X) | ||||
| LAUREN MOORE | ||||||||||
| PSYCHIATRIST | 40.0 | 0 | $313,656 | $0 | $27,352 | Yes (X) | ||||
| MARGUERITE KRAFTSON | ||||||||||
| SVP OF ADVANCEMENT | 20.0 | 25.0 | $233,275 | $0 | $53,132 | Yes (X) | ||||
| STACIE JOHNSON | ||||||||||
| VP EE ENGAGEMENT & DEVELOPMENT | 45.0 | 0 | $210,436 | $0 | $27,860 | Yes (X) | ||||
| DEBRA M PAUL CPA MBA | ||||||||||
| FORMER CFO | 0.0 | 1.0 | $32,700 | $202,408 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,526,153 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $202,408 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $607,964 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 137 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DYNAMICARE LLC | |||||
| 25 FORD AVENUE | LAKEWOOD | NJ | 08701 | EARLY INTERVENTION | $22,454,206 |
| NYMAN ASSOCIATES INC | |||||
| 220 COMMERCE DRIVE | FORT WASHINGTON | PA | 19034 | EARLY INTERVENTION | $4,997,603 |
| SLH TECH LLC | |||||
| 411 WALNUT STREET | GREEN COVE SPRINGS | FL | 32043 | TEMPORARY STAFFING | $4,496,619 |
| KIDS AND FAMILY INC | |||||
| 5 NORTHCREAST PLACE | LAKEWOOD | NJ | 08701 | EARLY INTERVENTION | $3,715,146 |
| US MEDICAL STAFFING INC | |||||
| 1420 WALNUT STREET | PHILADELPHIA | PA | 19102 | TEMPORARY STAFFING | $3,440,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 153 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,897,257 | RelatedOrganizationsAmt |
| Total Contributions | $3,897,257 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CHILDREN'S SERVICES | 623000 | $175,159,085 | $175,159,085 |
| IDD SERVICES (RESIDENTIAL, WORK & DAY) | 623000 | $85,711,095 | $85,711,095 |
| ADULT BEHAVIORIAL HEALTH | 623000 | $31,103,270 | $31,103,270 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $291,973,450 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $946,148 | TotalRevenueColumnAmt |
| Exclusion | $946,148 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $401,150 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $848,185 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$447,035 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$447,035 | TotalRevenueColumnAmt |
| Exclusion | -$447,035 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $232,182 | SecuritiesAmt |
| Other | $3,197,031 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $236,614 | SecuritiesAmt |
| Other | $2,367,988 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,432 | SecuritiesAmt |
| Other | $829,043 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $824,611 | TotalRevenueColumnAmt |
| Exclusion | $824,611 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CORPORATE OVERHEAD ALLOCATION | 561000 | $6,310,301 | $6,310,301 |
| FUNDRAISING COST ALLOCATION | 561000 | $1,095,000 | $1,095,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,405,301 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,599,732 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $299,378,751 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,323,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,990,669 | TotalAmt |
| Program Services | $1,103,642 | ProgramServicesAmt |
| Management And General | $2,887,027 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,222,683 | TotalAmt |
| Program Services | $103,847,447 | ProgramServicesAmt |
| Management And General | $14,839,735 | ManagementAndGeneralAmt |
| Fundraising | $535,501 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,677,070 | TotalAmt |
| Program Services | $5,682,185 | ProgramServicesAmt |
| Management And General | $960,765 | ManagementAndGeneralAmt |
| Fundraising | $34,120 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,040,993 | TotalAmt |
| Program Services | $17,091,939 | ProgramServicesAmt |
| Management And General | $1,867,081 | ManagementAndGeneralAmt |
| Fundraising | $81,973 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,165,465 | TotalAmt |
| Program Services | $7,998,623 | ProgramServicesAmt |
| Management And General | $1,126,988 | ManagementAndGeneralAmt |
| Fundraising | $39,854 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,360 | TotalAmt |
| Program Services | $801,867 | ProgramServicesAmt |
| Management And General | $278,038 | ManagementAndGeneralAmt |
| Fundraising | $11,455 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,743 | TotalAmt |
| Management And General | $412,359 | ManagementAndGeneralAmt |
| Fundraising | $1,384 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,714 | TotalAmt |
| Program Services | $67,214 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $22,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,518 | TotalAmt |
| Management And General | $1,518 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,747,974 | TotalAmt |
| Program Services | $82,507,869 | ProgramServicesAmt |
| Management And General | $8,012,821 | ManagementAndGeneralAmt |
| Fundraising | $227,284 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,781 | TotalAmt |
| Program Services | $10,381 | ProgramServicesAmt |
| Management And General | $29,271 | ManagementAndGeneralAmt |
| Fundraising | $129 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,844,351 | TotalAmt |
| Program Services | $1,156,613 | ProgramServicesAmt |
| Management And General | $662,421 | ManagementAndGeneralAmt |
| Fundraising | $25,317 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,400,316 | TotalAmt |
| Program Services | $2,592,721 | ProgramServicesAmt |
| Management And General | $4,793,495 | ManagementAndGeneralAmt |
| Fundraising | $14,100 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,715,082 | TotalAmt |
| Program Services | $10,933,120 | ProgramServicesAmt |
| Management And General | $766,225 | ManagementAndGeneralAmt |
| Fundraising | $15,737 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,788,397 | TotalAmt |
| Program Services | $2,129,763 | ProgramServicesAmt |
| Management And General | $639,424 | ManagementAndGeneralAmt |
| Fundraising | $19,210 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,730 | TotalAmt |
| Program Services | $296,337 | ProgramServicesAmt |
| Management And General | $92,485 | ManagementAndGeneralAmt |
| Fundraising | $908 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,643,023 | TotalAmt |
| Program Services | $1,389,696 | ProgramServicesAmt |
| Management And General | $245,589 | ManagementAndGeneralAmt |
| Fundraising | $7,738 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,893,928 | TotalAmt |
| Program Services | $3,925,632 | ProgramServicesAmt |
| Management And General | $1,941,053 | ManagementAndGeneralAmt |
| Fundraising | $27,243 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,618,693 | TotalAmt |
| Program Services | $4,039,592 | ProgramServicesAmt |
| Management And General | $561,804 | ManagementAndGeneralAmt |
| Fundraising | $17,297 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $6,007,423 | $5,873,298 | $130,350 | $3,775 |
| REPAIRS & MAINTENANCE | $3,720,186 | $3,467,718 | $247,569 | $4,899 |
| ICF ASSESSMENT TAX | $1,736,626 | $1,736,626 | $0 | $0 |
| ACT 33 - SECURITY CHECKS | $366,171 | $352,333 | $13,431 | $407 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,300 | TotalAmt |
| Program Services | $532,830 | ProgramServicesAmt |
| Management And General | $250,301 | ManagementAndGeneralAmt |
| Fundraising | $4,169 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,392,196 | TotalAmt |
| Program Services | $257,537,446 | ProgramServicesAmt |
| Management And General | $40,759,750 | ManagementAndGeneralAmt |
| Fundraising | $1,095,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,908,651 | BOYAmt |
| EOY | $20,068,252 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,098,519 | BOYAmt |
| EOY | $22,072,896 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,407 | BOYAmt |
| EOY | $2,583,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $165,163,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,924,953 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,281,878 | BOYAmt |
| EOY | $67,238,190 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,116,447 | BOYAmt |
| EOY | $2,036,915 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,917,020 | BOYAmt |
| EOY | $4,389,989 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,959,102 | BOYAmt |
| EOY | $58,744,212 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,034,024 | BOYAmt |
| EOY | $177,134,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,119,745 | BOYAmt |
| EOY | $60,504,185 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,804,634 | BOYAmt |
| EOY | $6,052,180 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,531,284 | BOYAmt |
| EOY | $25,371,481 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,383 | BOYAmt |
| EOY | $355,435 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,732,712 | BOYAmt |
| EOY | $15,439,137 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,906,286 | BOYAmt |
| EOY | $54,681,585 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,448,044 | BOYAmt |
| EOY | $162,404,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,988,495 | BOYAmt |
| EOY | $13,214,807 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,485 | BOYAmt |
| EOY | $1,515,229 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,585,980 | BOYAmt |
| EOY | $14,730,036 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,034,024 | BOYAmt |
| EOY | $177,134,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,207,536 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $393,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,543,065 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $89,714 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $89,714 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | ELWYN PA UTILIZED TWO FIRMS TO ASSIST WITH LOBBYING AND GOVERNMENTAL RELATION ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,629 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,721 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $183,350 | OtherExpendituresAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,574 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,905 | OtherExpendituresAmt |
| End Year Balance | $178,629 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,872 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$28,298 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $178,574 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,098,781 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,923,466 | OtherExpendituresAmt |
| End Year Balance | $206,872 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,166,505 | BeginningYearBalanceAmt |
| Contributions | $2,219,302 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,442,161 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,134,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,585,964 | OtherExpendituresAmt |
| Administrative Expenses | $124,901 | AdministrativeExpensesAmt |
| End Year Balance | $2,098,781 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,753,720 | OtherCostOrOtherBasisAmt |
| Book Value | $1,753,720 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,637,377 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,142,002 | DepreciationAmt |
| Book Value | $42,495,375 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,020,097 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,780,856 | DepreciationAmt |
| Book Value | $11,239,241 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,751,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,095 | DepreciationAmt |
| Book Value | $11,749,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,238,190 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE ASSETS | $24,925,392 |
| INTERCOMPANY LOAN RECEIVABLE | $18,525,845 |
| ESTIMATED SETTLEMENTS DUE FROM THIRD-PARTY PAYORS | $14,844,398 |
| OTHER ASSETS | $448,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $58,744,212 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $26,199,339 |
| PENSION LIABILITY | $21,595,392 |
| OTHER LIABILITIES | $3,625,406 |
| DUE TO FUNDERS AND OTHER LIABILITIES | $2,651,607 |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS | $609,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $54,681,585 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | RESTRICTED CASH PRIMARILY CONSISTS OF CLIENT FUNDS HELD BY THE ORGANIZATION AS REPRESENTATIVE PAYEE OR UNDER OTHER ARRANGEMENTS. THE ORGANIZATION RECORDS A LIABILITY EQUAL TO THE AMOUNT OF RESTRICTED CASH ASSOCIATED WITH CLIENT FUNDS. THIS LIABILITY IS RECORDED AS DEPOSITS HELD FOR CUSTODY OF OTHERS WITHIN CURRENT LIABILITIES ON THE CONSOLIDATED BALANCE SHEETS. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE ENDOWMENT FUND WAS TRANSFERRED TO THE ELWYN FOUNDATION, THE PARENT ORGANIZATION OF ELWYN OF PENNSYLVANIA AND DELAWARE. THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE ORGANIZATION ON A LONG TERM BASIS. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE ELWYN FOUNDATION'S BOARD OF DIRECTORS APPROVED A SPENDING POLICY OF 7.0% FOR DONOR RESTRICTED ENDOWMENTS AND 2.4% FOR THE BOARD-DESIGNATED QUASI-ENDOWMENTS, FOR A WEIGHTED AVERAGE TOTALING APPROXIMATELY 4.2%. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | ELWYN OF PENNSYLVANIA AND DELAWARE HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS A TAX-EXEMPT ORGANIZATION 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 ENTITY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX BASED ON ITS ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, 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 IS CURRENT WITH RESPECT TO FILING OF IRS FORM 990S. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES S MCLISTER | ||||||||||||||
| PRESIDENT/CEO | $554,131 | $0 | $130,616 | $0 | $198 | $0 | $39,906 | $0 | $26,779 | $0 | $751,630 | $0 | $0 | $0 |
| DEBRA M PAUL CPA MBA | ||||||||||||||
| FORMER CFO | $32,700 | $0 | $0 | $0 | $0 | $202,408 | $0 | $0 | $0 | $0 | $32,700 | $202,408 | $0 | $0 |
| LEONARD J KIRBY | ||||||||||||||
| SVP/COO | $339,764 | $0 | $46,176 | $0 | $128 | $0 | $37,942 | $0 | $8,680 | $0 | $432,690 | $0 | $0 | $0 |
| NIKOLE CABREY | ||||||||||||||
| SVP/CFO | $298,796 | $0 | $50,375 | $0 | $53 | $0 | $19,942 | $0 | $23,804 | $0 | $392,970 | $0 | $0 | $0 |
| CHARLES NAUS | ||||||||||||||
| SVP/CHIEF INFORMATION OFFICER | $295,236 | $0 | $40,955 | $0 | $80 | $0 | $37,942 | $0 | $25,749 | $0 | $399,962 | $0 | $0 | $0 |
| DR KURT MICELI | ||||||||||||||
| SVP ADULT BEHAVIORAL HEALTH | $372,304 | $0 | $44,275 | $0 | $83 | $0 | $37,942 | $0 | $30,029 | $0 | $484,633 | $0 | $0 | $0 |
| JENNIFER STRYKER | ||||||||||||||
| SVP/CHIEF STRATEGY OFFICER (AS OF 02/2024) | $283,051 | $0 | $38,745 | $0 | $144 | $0 | $37,677 | $0 | $18,257 | $0 | $377,874 | $0 | $0 | $0 |
| REGINA MACKENZIE | ||||||||||||||
| SVP/GENERAL COUNSEL | $258,425 | $0 | $35,000 | $0 | $6,272 | $0 | $39,859 | $0 | $19,081 | $0 | $358,637 | $0 | $0 | $0 |
| VERONICA WILLIAMS | ||||||||||||||
| VP CHILDREN'S SERVICES | $228,374 | $0 | $12,713 | $0 | $0 | $0 | $17,891 | $0 | $8,680 | $0 | $267,658 | $0 | $0 | $0 |
| BRUCE M RICE JR | ||||||||||||||
| SVP OF IDD | $250,087 | $0 | $23,125 | $0 | $0 | $0 | $15,636 | $0 | $0 | $0 | $288,848 | $0 | $0 | $0 |
| LAUREN MOORE | ||||||||||||||
| PSYCHIATRIST | $298,656 | $0 | $15,000 | $0 | $0 | $0 | $19,047 | $0 | $8,305 | $0 | $341,008 | $0 | $0 | $0 |
| MARGUERITE KRAFTSON | ||||||||||||||
| SVP OF ADVANCEMENT | $213,298 | $0 | $19,857 | $0 | $120 | $0 | $32,528 | $0 | $20,604 | $0 | $286,407 | $0 | $0 | $0 |
| COLLEEN FERNANDEZ | ||||||||||||||
| NURSING SUPERVISOR | $222,440 | $0 | $0 | $0 | $0 | $0 | $14,015 | $0 | $20,604 | $0 | $257,059 | $0 | $0 | $0 |
| STACIE JOHNSON | ||||||||||||||
| VP EE ENGAGEMENT & DEVELOPMENT | $199,161 | $0 | $11,275 | $0 | $0 | $0 | $13,046 | $0 | $14,814 | $0 | $238,296 | $0 | $0 | $0 |
| DAVID BOWERS | ||||||||||||||
| VP CORPORATE FINANCE/CONTROLLER | $193,342 | $0 | $11,198 | $0 | $0 | $0 | $12,435 | $0 | $6,770 | $0 | $223,745 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION, THE PARENT ORGANIZATION OF ELWYN OF PENNSYLVANIA AND DELAWARE, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DELAWARE COUNTY AUTHORITY | ||||||||
| A | 231973437 | 245913MR6 | 2017-12-28 | $20,949,764 | CURRENT REFUNDING OF 2010 BONDS AND FINANCING CERTAIN CAPITAL IMPROVEMENTS. | false | false | false |
| DELAWARE COUNTY AUTHORITY | ||||||||
| B | 231973437 | 000000000 | 2018-10-23 | $10,295,919 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,790,000 | $20,949,764 | $1,844,820 | $418,995 | $6,364,148 | $14,166,621 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $891,291 | $10,295,919 | $295,918 | $10,000,001 | 2021 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | false |
| B | false | false | false | false | 0.0 | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | false |
| B | false | false | false | Yes (true) | false | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (c) LINE A | THE 2017 BOND ISSUE INCLUDES THE FOLLOWING CUSIPS: 245913MQ8, 245913MR6, 245913MS4, 245913MZ8, 245913NA2, AND 245913NB0. |
| Schedule K, Part I, Column (f) LINE B | FINANCING AND/OR REIMBURSING ELWYN FOR CERTAIN CAPITAL IMPROVEMENTS, RENOVATIONS AND REPAIRS TO ELWYN'S MEDIA CAMPUS. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: DELAWARE COUNTY AUTHORITY The calculation for computing no rebate due was performed on 12/28/2022 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: DELAWARE COUNTY AUTHORITY The calculation for computing no rebate due was performed on 10/23/2023 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,678,798 including grants of $ 0)(Revenue $ 7,405,301) |
| Form 990, Part VI, Line 15a | AN EMPLOYMENT CONTRACT DETERMINES THE COMPENSATION OF ELWYN'S PRESIDENT. THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION, THE PARENT ORGANIZATION, 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 JULY 1, 2022, AND JUNE 30, 2025. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE ELWYN FOUNDATION IS THE SOLE MEMBER OF ELWYN OF PENNSYLVANIA AND DELAWARE. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE ELWYN FOUNDATION, AS THE SOLE MEMBER, RESERVES, AMONG OTHERS, THE POWER TO APPOINT THE MEMBERS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE ELWYN FOUNDATION, AS THE SOLE MEMBER, HAS THE RIGHT TO APPOINT BOARD MEMBERS AND HAS CERTAIN RESERVED POWERS UNDER THE BY-LAWS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED IN CONJUNCTION WITH OUR EXTERNAL PUBLIC ACCOUNTING FIRM AND REVIEWED INTERNALLY BY MANAGEMENT. THE COMPLETED RETURN IS REVIEWED AND ACCEPTED BY THE AUDIT COMMITTEE OF THE ELWYN FOUNDATION. PRIOR TO FILING, THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS OF ELWYN OF PENNSYLVANIA AND DELAWARE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION, THE PARENT ORGANIZATION OF ELWYN OF PENNSYLVANIA AND DELAWARE, REVIEWS THE CONFLICT OF INTEREST POLICY ON A PERIODIC BASIS. ELWYN OF PENNSYLVANIA AND DELAWARE 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, Line 15b Process to establish compensation of other employees | ANNUALLY, ELWYN OF PENNSYVLANIA AND DELAWARE'S PRESIDENT DETERMINES THE COMPENSATION PAID TO OTHER SENIOR EXECUTIVES BASED ON INFORMATION FROM AN INDEPENDENT CONSULTANT. THE COMPENSATION INFORMATION FOR THESE EMPLOYEES WAS DISTRIBUTED TO THE COMPENSATION AND EXECUTIVE COMMITTEES OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ELWYN FOUNDATION 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. |
| Form 990, Part VIII, Line 11a 11B | THE CORPORATE OVERHEAD ALLOCATION ON LINE 11A AND FUNDRAISING ALLOCATION ON LINE 11B ARE THE ALLOCATION OF COSTS FROM ELWYN OF PENNSYLVANIA AND DELAWARE TO OTHER RELATED ENTITIES FOR THEIR SHARE OF THESE COSTS. THE COSTS ARE INCLUDED WITHIN MANAGEMENT FEES AND FUNDRAISING COSTS ON THE STATEMENT OF FUNCTIONAL EXPENSES WITHIN EACH IMPACTED FORM 990. |
| Form 990, Part IX, Line 11g Other Fees | SUBCONTRACTOR EXPENSE - Total Expense: 73361977, Program Service Expense: 73361977, Management and General Expenses: , Fundraising Expenses: ; PURCHASED PERSONNEL - Total Expense: 10326260, Program Service Expense: 6150719, Management and General Expenses: 4157449, Fundraising Expenses: 18092; PROFESSIONAL/OTHER FEES - Total Expense: 7059737, Program Service Expense: 2995173, Management and General Expenses: 3855372, Fundraising Expenses: 209192; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF OTHER - 87165; CHANGE IN FAIR VALUE OF CHARITABLE GIFT ANNUITIES - -9249; OTHER COMPONENTS OF NET PERIODIC BENEFIT COST - -4397590; PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST - 7046089; EQUITY TRANSFER TO ELWYN FOUNDATION - -183350; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ELWYN NEW JERSEY | ||||||||||
| 228 W LANDIS AVENUE | VINELAND | NJ | 08360 | 221801227 | HUMAN SERVICES | NJ | 501(c)(3) | 10 | THE ELWYN FOUNDATION | false |
| PROVIDER ENHANCED MANAGEMENT SERVICES | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232600304 | INACTIVE | PA | 501(c)(3) | 10 | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| SLEIGHTON SCHOOL | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 231352527 | INACTIVE | PA | 501(c)(3) | Type I | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| ELWYN CALIFORNIA | ||||||||||
| 3190 S BASCOM AVENUE | SAN JOSE | CA | 95124 | 261855027 | HUMAN SERVICES | CA | 501(c)(3) | 7 | THE ELWYN FOUNDATION | false |
| THE ELWYN FOUNDATION | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 201915642 | FUNDRAISING | PA | 501(c)(3) | 7 | NA | false |
| FAMILY SUPPORT SERVICES | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 231994645 | INACTIVE | PA | 501(c)(3) | 7 | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| ELWYN INSTITUTES WORKERS COMPENSATION TRUST | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232427093 | INACTIVE | PA | 501(c)(3) | Type I | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| ELWYN VIRGINIA | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 474385994 | INACTIVE | VA | 501(c)(3) | 7 | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| FELLOWSHIP HEALTH RESOURCES INC | ||||||||||
| 24 ALBION ROAD | LINCOLN | RI | 02865 | 050373414 | HUMAN SERVICES | RI | 501(c)(3) | 7 | THE ELWYN FOUNDATION | false |
| FELLOWSHIP REALTY CORP INC | ||||||||||
| 24 ALBION ROAD | LINCOLN | RI | 02865 | 050518796 | PROPERTY RENTAL | RI | 501(c)(2) | FELLOWSHIP HEALTH RESOURCES INC | false | |
| FELLOWSHIP REALTY CORP OF MASSACHUSETTS | ||||||||||
| 24 ALBION ROAD | LINCOLN | RI | 02865 | 204650367 | PROPERTY RENTAL | RI | 501(c)(3) | 10 | FELLOWSHIP HEALTH RESOURCES INC | false |
| ELWYN HEALTH AND HUMAN SERVICES FOUNDATION | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | FUNDRAISING | PA | 501(c)(3) | 7 | THE ELWYN FOUNDATION | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRACE PHARMACY | ||||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 201744870 | INACTIVE | PA | ELWYN OF PENNSYLVANIA AND DELAWARE | C Corporation | $0 | $0 | 1 | Yes (true) |
| EIB INC | ||||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232511810 | INACTIVE | PA | ELWYN OF PENNSYLVANIA AND DELAWARE | C Corporation | $0 | $0 | 1 | Yes (true) |
| BIE INDUSTRIES | ||||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232361332 | INACTIVE | PA | ELWYN OF PENNSYLVANIA AND DELAWARE | C Corporation | $0 | $0 | 1 | Yes (true) |
| HABILITATION FACILITIES | ||||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232426839 | INACTIVE | PA | ELWYN OF PENNSYLVANIA AND DELAWARE | C Corporation | $0 | $0 | 1 | Yes (true) |
| ELWYN HEALTH SERVICES OF PENNSYLVANIA PC | ||||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 814397361 | INACTIVE | PA | ELWYN OF PENNSYLVANIA AND DELAWARE | C Corporation | $0 | $0 | 1 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SLEIGHTON SCHOOL | ||
| D | $7,821,424 | FMV |
| FAMILY SUPPORT SERVICES | ||
| D | $134,137 | FMV |
| SLEIGHTON SCHOOL | ||
| Q | $1,253,746 | FMV |
| FELLOWSHIP HEALTH RESOURCES INC | ||
| L | $269,379 | FMV |
| FELLOWSHIP HEALTH RESOURCES INC | ||
| M | $103,581 | FMV |
| FELLOWSHIP HEALTH RESOURCES INC | ||
| H | $879,592 | FMV |