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Nonprofiteer
← FELLOWSHIP HEALTH RESOURCES INC

Form 990 for tax year 2023

Filed by FELLOWSHIP HEALTH RESOURCES INC.

Totals

Total revenue
$38,930,727
Total expenses
$36,806,849
Contributions and grants received
$100
Grants paid
$20,553
Program service revenue
$38,284,734
Investment income
$520,989
Other revenue
$124,904
Total assets, end of year
$30,936,732
Total liabilities, end of year
$15,436,336
Net assets or fund balances, end of year
$15,500,396
Program services expenses (Part IX)
$34,985,807
Management and general expenses
$1,821,042
Fundraising expenses
$0
Program service expenses (Part III)
$34,985,807

Program services were 95.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $100

  • 2a · Program service revenue: ADULT BEHAVIORAL HEALTH

    total $38,284,734 · related or exempt $38,284,734

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $31,302 · excluded $31,302

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,196,651 · other assets $345,131

  • 7b · Less cost or other basis and sales expenses

    securities $994,186 · other assets $57,909

  • 7c · Gain or loss

    securities $202,465 · other assets $287,222

  • 7d · Net gain or loss

    total $489,687 · excluded $489,687

  • 11a · Other revenue: MISCELLANEOUS

    total $124,904 · related or exempt $124,904

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $124,904

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $20,553 · program services $20,553

  • 5 · Compensation of officers, directors and key employees

    total $154,320 · program services $154,320

  • 7 · Other salaries and wages

    total $19,136,429 · program services $18,333,843 · management and general $802,586

  • 8 · Pension plan contributions

    total $68,181 · program services $68,181 · management and general $0

  • 9 · Other employee benefits

    total $2,360,826 · program services $2,235,640 · management and general $125,186

  • 10 · Payroll taxes

    total $1,317,887 · program services $1,231,226 · management and general $86,661

  • 11a · Fees: management

    total $353,850 · program services $0 · management and general $353,850

  • 11b · Fees: legal

    total $109,878 · program services $73,029 · management and general $36,849

  • 11c · Fees: accounting

    total $93,276 · program services $1,036 · management and general $92,240

  • 11d · Fees: lobbying

    total $10,118 · program services $0 · management and general $10,118

  • 11f · Fees: investment management

    total $8,694 · management and general $8,694

  • 11g · Fees: other

    total $4,241,189 · program services $4,216,188 · management and general $25,001 · fundraising $0

  • 12 · Advertising and promotion

    total $17,117 · program services $9,019 · management and general $8,098

  • 13 · Office expenses

    total $489,036 · program services $401,866 · management and general $87,170

  • 14 · Information technology

    total $1,444,026 · program services $1,360,812 · management and general $83,214

  • 16 · Occupancy

    total $3,758,022 · program services $3,758,022 · management and general $0

  • 17 · Travel

    total $542,896 · program services $511,580 · management and general $31,316

  • 19 · Conferences, conventions and meetings

    total $68,925 · program services $46,181 · management and general $22,744

  • 20 · Interest

    total $1,848 · program services $1,761 · management and general $87

  • 22 · Depreciation, depletion and amortization

    total $287,197 · program services $269,739 · management and general $17,458

  • 23 · Insurance

    total $471,019 · program services $451,569 · management and general $19,450

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $1,149,072 · program services $1,149,072 · management and general $0

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $453,382 · program services $450,579 · management and general $2,803

  • 24c · Other expenses: FURNITURE & EQUIPMENT

    total $117,421 · program services $117,406 · management and general $15

  • 24d · Other expenses: SUNDRY

    total $47,306 · program services $40,529 · management and general $6,777

  • 24e · All other expenses

    total $84,381 · program services $83,656 · management and general $725 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,198,704 · end of year $2,701,243

  • 4 · Accounts receivable

    beginning of year $2,969,716 · end of year $3,969,904

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $92,361 · end of year $310,975

  • 10a · Land, buildings and equipment: cost or other basis

    $9,129,776

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,785,683

  • 10c · Land, buildings and equipment, net

    beginning of year $3,397,796 · end of year $2,344,093

  • 11 · Investments: publicly traded securities

    beginning of year $1,037,545 · end of year $203,745

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $16,498,231 · end of year $21,406,772

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,066,645 · end of year $3,138,901

  • 19 · Deferred revenue

    beginning of year $796,395 · end of year $386,007

  • 21 · Escrow or custodial account liability

    beginning of year $337,967 · end of year $363,235

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,150,726 · end of year $1,150,726

  • 25 · Other liabilities

    beginning of year $9,399,023 · end of year $10,397,467

  • 27 · Net assets without donor restrictions

    beginning of year $14,402,652 · end of year $15,459,451

  • 28 · Net assets with donor restrictions

    beginning of year $40,945 · end of year $40,945

Mission and programs · 2023

Mission

ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES.

Activities or mission (Part I)

FELLOWSHIP HEALTH RESOURCES, INC. IS A NONPROFIT ORGANIZATION. ITS PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE OF PERSONS LIVING WITH MENTAL OR EMOTIONAL DISTURBANCES, THROUGH THE OPERATIONS OF GROUP HOMES, DAY PROGRAMS, ASSERTIVE COMMUNITY TREATMENT TEAMS, ENGAGEMENT AND EMPLOYMENT ACTIVITY PROGRAMS AND A NETWORK OF SUPERVISED APARTMENTS.

  • FELLOWSHIP HEALTH RESOURCES, INC. (FHR) SUPPORTS INDIVIDUALS LIVING WITH SERIOUS AND PERSISTENT MENTAL ILLNESS, AS WELL AS CO-OCCURRING INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, THROUGH A CONTINUUM OF PERSON-CENTERED, COMMUNITY-INTEGRATED PROGRAMS. SERVING OVER 7,000 INDIVIDUALS ACROSS SIX STATES-DELAWARE, MAINE, MASSACHUSETTS, NORTH CAROLINA, PENNSYLVANIA, AND RHODE ISLAND-FHR DELIVERS A BROAD RANGE OF SERVICES DESIGNED TO PROMOTE RECOVERY, STABILITY, AND COMMUNITY INCLUSION. KEY PROGRAMS INCLUDE: ASSERTIVE COMMUNITY TREATMENT (ACT): MOBILE, MULTIDISCIPLINARY TEAMS PROVIDE INTENSIVE, INDIVIDUALIZED TREATMENT AND REHABILITATION IN COMMUNITY SETTINGS SUCH AS HOMES AND WORKPLACES. ACT IS DESIGNED TO SUPPORT INDIVIDUALS FACING COMPLEX CHALLENGES SUCH AS HOMELESSNESS, UNEMPLOYMENT, SUBSTANCE USE DISORDERS, LEGAL INVOLVEMENT, AND CO-OCCURRING MEDICAL CONDITIONS. THE GOAL IS TO REDUCE RELIANCE ON INSTITUTIONAL CARE AND ENHANCE COMMUNITY INTEGRATION. RESIDENTIAL TREATMENT FACILITIES FOR ADULTS (RTF-A): THESE STRUCTURED, THERAPEUTIC ENVIRONMENTS PROVIDE 24-HOUR CARE AND SUPPORT FOR INDIVIDUALS REQUIRING INTENSIVE RESIDENTIAL SERVICES. CRISIS RESIDENTIAL SERVICES: SHORT-TERM STABILIZATION AND URGENT BEHAVIORAL HEALTH INTERVENTIONS ARE AVAILABLE 24/7 TO INDIVIDUALS IN ACUTE DISTRESS. GROUP LIVING ENVIRONMENTS (GLES): LICENSED, COMMUNITY-BASED HOMES THAT PROMOTE INDEPENDENCE WHILE ENSURING NECESSARY CLINICAL AND DAILY LIVING SUPPORT. OUTPATIENT CLINICS AND BLENDED CASE MANAGEMENT (BCM): OFFERING ONGOING THERAPY, PSYCHIATRIC SERVICES, AND CARE COORDINATION ACROSS VARYING LEVELS OF NEED. IN RHODE ISLAND, THE OCEAN STATE OUTREACH PROGRAM, BASED ON A HEALTH HOME SERVICE MODEL AND ACT PRINCIPLES, PROVIDES SPECIALIZED CLINICAL CARE AND COMPREHENSIVE CARE COORDINATION FOR ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS. THIS OPEN-REFERRAL PROGRAM USES THE DLA-20 TO ASSESS ELIGIBILITY AND SUPPORTS INDIVIDUALS THROUGH SERVICES SUCH AS: - COMPREHENSIVE CARE MANAGEMENT - CARE COORDINATION - HEALTH PROMOTION - TRANSITIONAL CARE - INDIVIDUAL AND FAMILY SUPPORT - COMMUNITY AND SOCIAL SERVICE REFERRALS FHR ALSO OPERATES A CLUBHOUSE NETWORK, CREATING WELCOMING COMMUNITY SPACES WHERE INDIVIDUALS WITH MENTAL HEALTH CONDITIONS CAN ENGAGE IN RECOVERY-FOCUSED SERVICES. CLUBHOUSE MEMBERS ACCESS OPPORTUNITIES IN SOCIALIZATION, EDUCATION, EMPLOYMENT, HEALTH AND WELLNESS, LIFE SKILLS DEVELOPMENT, HOUSING, AND TRANSPORTATION. PEER SUPPORT AND A SENSE OF BELONGING ARE CENTRAL TO THE CLUBHOUSE MODEL, HELPING MEMBERS BUILD HOPE, INDEPENDENCE, AND PURPOSE. PEER RECOVERY SERVICES, LED BY INDIVIDUALS WITH LIVED EXPERIENCE, PROVIDE SUPPORT THROUGH ONE-ON-ONE AND GROUP DISCUSSIONS, AS WELL AS WELLNESS-BASED TRAINING TO PROMOTE ENGAGEMENT IN THE RECOVERY JOURNEY. COMMUNITY-BASED OUTPATIENT SERVICES INCLUDE DIAGNOSTIC ASSESSMENTS, INDIVIDUAL AND GROUP THERAPY, PSYCHIATRIC EVALUATIONS, MEDICATION MANAGEMENT, AND TRADITIONAL PSYCHIATRY. A COMPREHENSIVE DIAGNOSTIC INTAKE IS REQUIRED TO ACCESS ALL OUTPATIENT SERVICES. ELWYN, A LEADING PROVIDER OF BEHAVIORAL HEALTH SERVICES IN THE TRISTATE REGION, COMPLEMENTS THESE PROGRAMS BY OFFERING INNOVATIVE AND ACCESSIBLE CARE FOR ADULTS WITH PSYCHIATRIC, BEHAVIORAL, OR SUBSTANCE USE CHALLENGES. SERVICES INCLUDE: - CRISIS RESIDENTIAL PROGRAMS - RESIDENTIAL TREATMENT FACILITIES - DUAL DIAGNOSIS PROGRAMS ALL ARE AVAILABLE 24 HOURS A DAY, 365 DAYS A YEAR. ADDITIONALLY, ELWYN OFFERS DIALECTICAL BEHAVIOR THERAPY (DBT), A STRUCTURED, EVIDENCE-BASED TREATMENT DESIGNED TO HELP INDIVIDUALS MANAGE EMOTIONS, REDUCE SELF-DESTRUCTIVE BEHAVIORS, AND BUILD HEALTHIER RELATIONSHIPS. INITIALLY DEVELOPED FOR BORDERLINE PERSONALITY DISORDER, DBT HAS BEEN SHOWN EFFECTIVE FOR A RANGE OF EMOTIONAL AND BEHAVIORAL ISSUES AND FOCUSES ON ENHANCING SELF-VALIDATION, EMOTIONAL REGULATION, AND INTERPERSONAL EFFECTIVENESS.

    Expenses $34,985,807 · Grants $20,553 · Revenue $38,409,638

As filed on the 2023 return.

Listed in Part VII

  • Charles S McLister

    DIR., PRESIDENT/CEO OF ELWYN

    Total calculated
    $751,630
    From this org
    $0
    From related orgs
    $684,945
    Other
    $66,685
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,131 related
    Bonus
    $0 + $130,616 related
    Other
    $0 + $198 related
    Deferred
    $0 + $39,906 related
    Nontaxable benefits
    $0 + $26,779 related
    Filer's total
    $0 + $751,630 related

  • Kelly I McGee Esq

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leonard J Kirby

    DIR., SVP/COO OF ELWYN

    Total calculated
    $432,690
    From this org
    $0
    From related orgs
    $386,068
    Other
    $46,622
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,764 related
    Bonus
    $0 + $46,176 related
    Other
    $0 + $128 related
    Deferred
    $0 + $37,942 related
    Nontaxable benefits
    $0 + $8,680 related
    Filer's total
    $0 + $432,690 related

  • Robert G Colucci CPA MBA

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Russell J Sylvia

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Stephen M Duggan

    DIRECTOR OF FINANCE/TREASURER

    Total calculated
    $150,056
    From this org
    $129,431
    From related orgs
    $0
    Other
    $20,625
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $117,909
    Bonus
    $11,522
    Other
    $0
    Deferred
    $13,915
    Nontaxable benefits
    $6,710
    Filer's total
    $150,056

  • William Emmet

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • James Sebra

    DIRECTOR (AS OF 07/2023)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Michael Owen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Neal B Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Sheola

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Trudy Slade

    DIRECTOR (THRU 05/2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nikole Cabrey

    SVP/CFO OF ELWYN

    Total calculated
    $392,970
    From this org
    $0
    From related orgs
    $349,224
    Other
    $43,746
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,796 related
    Bonus
    $0 + $50,375 related
    Other
    $0 + $53 related
    Deferred
    $0 + $19,942 related
    Nontaxable benefits
    $0 + $23,804 related
    Filer's total
    $0 + $392,970 related

  • Dr Kurt Miceli

    SVP ADULT BEHAVIORAL HEALTH

    Total calculated
    $484,633
    From this org
    $0
    From related orgs
    $416,662
    Other
    $67,971
    Hours/week
    20.5 + 24.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,304 related
    Bonus
    $0 + $44,275 related
    Other
    $0 + $83 related
    Deferred
    $0 + $37,942 related
    Nontaxable benefits
    $0 + $30,029 related
    Filer's total
    $0 + $484,633 related

  • Anis Ahmed

    MEDICAL DIRECTOR

    Total calculated
    $330,372
    From this org
    $314,919
    From related orgs
    $0
    Other
    $15,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,105
    Bonus
    $6,300
    Other
    $1,514
    Deferred
    $0
    Nontaxable benefits
    $15,453
    Filer's total
    $330,372

  • Kristen Guilfoyle

    EXECUTIVE DIRECTOR

    Total calculated
    $186,942
    From this org
    $154,076
    From related orgs
    $0
    Other
    $32,866
    Hours/week
    43 + 2 related

    Schedule J breakdown matched by us

    Base
    $140,453
    Bonus
    $12,500
    Other
    $1,123
    Deferred
    $12,782
    Nontaxable benefits
    $20,084
    Filer's total
    $186,942

  • Kyle J Sawaia

    DATA ARCHITECT

    Total calculated
    $168,385
    From this org
    $149,594
    From related orgs
    $0
    Other
    $18,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,994
    Bonus
    $26,600
    Other
    $0
    Deferred
    $313
    Nontaxable benefits
    $18,478
    Filer's total
    $168,385

  • Michael Pacheco Jr

    DIRECTOR OF QUALITY

    Total calculated
    $174,026
    From this org
    $146,770
    From related orgs
    $0
    Other
    $27,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,911
    Bonus
    $1,600
    Other
    $259
    Deferred
    $646
    Nontaxable benefits
    $26,610
    Filer's total
    $174,026

  • Richard W Miller

    PSYCHIATRIST

    Total calculated
    $353,437
    From this org
    $325,303
    From related orgs
    $0
    Other
    $28,134
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,722
    Bonus
    $11,581
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,134
    Filer's total
    $353,437

  • Debra M Paul CPA MBA

    FORMER CFO

    Total calculated
    $235,108
    From this org
    $202,408
    From related orgs
    $32,700
    Other
    $0
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $32,700 related
    Bonus
    $0
    Other
    $202,408
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $202,408 + $32,700 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION, THE PARENT ORGANIZATION OF FELLOWSHIP HEALTH RESOURCES, 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

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GRACE PHARMACY

    C Corporation · INACTIVE · PA

    Directly controlled by NA

  • EIB INC

    C Corporation · INACTIVE · PA

    Directly controlled by NA

  • BIE INDUSTRIES

    C Corporation · INACTIVE · PA

    Directly controlled by NA

  • HABILITATION FACILITIES

    C Corporation · INACTIVE · PA

    Directly controlled by NA

  • ELWYN HEALTH SERVICES OF PENNSYLVANIA PC

    C Corporation · INACTIVE · PA

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349304664

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