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Nonprofiteer
← ELWYN OF PENNSYLVANIA AND DELAWARE

Form 990 for tax year 2022

Filed by ELWYN OF PENNSYLVANIA AND DELAWARE.

Totals

Total revenue
$275,420,342
Total expenses
$259,421,929
Contributions and grants received
$5,498,818
Grants paid
$0
Program service revenue
$247,694,426
Investment income
$14,872,429
Other revenue
$7,354,669
Total assets, end of year
$168,034,024
Total liabilities, end of year
$161,448,044
Net assets or fund balances, end of year
$6,585,980
Program services expenses (Part IX)
$222,738,433
Management and general expenses
$35,570,280
Fundraising expenses
$1,113,216
Program service expenses (Part III)
$222,738,433

Program services were 85.9% 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.

  • 1d · Related organizations

    $5,439,744

  • 1f · All other contributions, gifts and grants

    $59,074

  • 2a · Program service revenue: CHILDREN'S SERVICES

    total $134,303,023 · related or exempt $134,303,023

  • 2b · Program service revenue: IDD SERVICES (RESIDENTIAL, WORK & DAY)

    total $82,577,604 · related or exempt $82,577,604

  • 2c · Program service revenue: ADULT BEHAVIORAL HEALTH

    total $30,813,799 · related or exempt $30,813,799

  • 3 · Investment income

    total $678,448 · excluded $678,448

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $422,296

  • 6b · Less rental expenses

    real property $752,627

  • 6c · Rental income or loss

    real property -$330,331 · personal property $0

  • 6d · Net rental income or loss

    total -$330,331 · excluded -$330,331

  • 7a · Gross sales of assets other than inventory

    securities $12,124,606 · other assets $17,922,835

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

    securities $12,133,087 · other assets $3,720,373

  • 7c · Gain or loss

    securities -$8,481 · other assets $14,202,462

  • 7d · Net gain or loss

    total $14,193,981 · excluded $14,193,981

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CORPORATE OVERHEAD ALLOCATION

    total $6,571,000 · related or exempt $6,571,000

  • 11b · Other revenue: FUNDRAISING COST ALLOCATION

    total $1,114,000 · related or exempt $1,114,000

  • 11e · Other revenue, total

    $7,685,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $3,817,195 · management and general $3,817,195

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $105,990,231 · program services $93,786,679 · management and general $11,667,537 · fundraising $536,015

  • 8 · Pension plan contributions

    total $5,290,360 · program services $4,651,264 · management and general $609,550 · fundraising $29,546

  • 9 · Other employee benefits

    total $17,882,963 · program services $16,287,931 · management and general $1,522,284 · fundraising $72,748

  • 10 · Payroll taxes

    total $8,180,401 · program services $7,223,584 · management and general $911,515 · fundraising $45,302

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $1,154,062 · program services $624,195 · management and general $525,452 · fundraising $4,415

  • 11c · Fees: accounting

    total $336,682 · management and general $335,426 · fundraising $1,256

  • 11d · Fees: lobbying

    total $85,757 · management and general $55,757 · fundraising $30,000

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $25,977 · management and general $25,977

  • 11g · Fees: other

    total $70,546,858 · program services $63,154,625 · management and general $7,170,731 · fundraising $221,502

  • 12 · Advertising and promotion

    total $81,394 · program services $18,647 · management and general $50,006 · fundraising $12,741

  • 13 · Office expenses

    total $2,351,707 · program services $1,548,997 · management and general $767,654 · fundraising $35,056

  • 14 · Information technology

    total $6,318,514 · program services $1,720,389 · management and general $4,587,416 · fundraising $10,709

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $11,039,043 · program services $10,648,205 · management and general $376,133 · fundraising $14,705

  • 17 · Travel

    total $1,953,714 · program services $1,798,378 · management and general $146,948 · fundraising $8,388

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $381,816 · program services $300,398 · management and general $80,504 · fundraising $914

  • 20 · Interest

    total $1,847,333 · program services $1,579,682 · management and general $258,129 · fundraising $9,522

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $5,278,596 · program services $3,602,797 · management and general $1,647,306 · fundraising $28,493

  • 23 · Insurance

    total $3,510,627 · program services $2,947,737 · management and general $545,791 · fundraising $17,099

  • 24a · Other expenses: PROGRAM & WORKSHOP EXPENSES

    total $5,675,265 · program services $5,581,946 · management and general $85,640 · fundraising $7,679

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $3,600,897 · program services $3,330,077 · management and general $263,547 · fundraising $7,273

  • 24c · Other expenses: MISCELLANEOUS

    total $3,941,175 · program services $3,802,908 · management and general $118,438 · fundraising $19,829

  • 24d · Other expenses: MINOR FURNISHINGS

    total $131,362 · program services $129,994 · management and general $1,344 · fundraising $24

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,990,386 · end of year $29,908,651

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $18,765,805 · end of year $27,098,519

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,405,177 · end of year $1,752,407

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

    $151,098,678

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

    $95,816,800

  • 10c · Land, buildings and equipment, net

    beginning of year $50,613,029 · end of year $55,281,878

  • 11 · Investments: publicly traded securities

    beginning of year $17,050,180 · end of year $2,116,447

  • 12 · Investments: other securities

    beginning of year $3,692,322 · end of year $3,917,020

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $64,473,207 · end of year $47,959,102

  • 17 · Accounts payable and accrued expenses

    beginning of year $48,372,054 · end of year $49,119,745

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $12,512,030 · end of year $8,029,242

  • 20 · Tax-exempt bond liabilities

    beginning of year $27,648,448 · end of year $26,531,284

  • 21 · Escrow or custodial account liability

    beginning of year $352,200 · end of year $353,383

  • 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 $16,011,188 · end of year $15,732,712

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $60,491,432 · end of year $61,681,678

  • 27 · Net assets without donor restrictions

    beginning of year $13,022,001 · end of year $4,988,495

  • 28 · Net assets with donor restrictions

    beginning of year $1,580,753 · end of year $1,597,485

Mission and programs · 2022

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.

Activities or mission (Part I)

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

  • CHILDREN'S SERVICES THIS SERVICE LINE INCLUDES THREE MAJOR OFFERINGS: EDUCATION, CHILDREN'S BEHAVIORAL HEALTH (BOTH RESIDENTIAL AND COMMUNITY BASED), AND EARLY LEARNING SERVICES. ELWYN OFFERS MANY PROGRAMS WITHIN THESE THREE AREAS. TOGETHER, THEY STAND FOR THE ORGANIZATION'S STRATEGIC PURSUIT OF A UNIFIED CONTINUUM OF CARE, DRIVEN BY THE SIMILARITIES OF THE INDIVIDUAL NEEDS AND THE FOCUSED GEOGRAPHY WITHIN WHICH THESE SERVICES ARE OFFERED. (CONTINUED ON SCHEDULE O)

    Expenses $114,099,955 · Revenue $134,303,023

  • IDD SERVICES (RESIDENTIAL, WORK & DAY) IDD SERVICES REPRESENTS THE LARGEST AND MOST BROADLY DISTRIBUTED SERVICE LINE IN ELWYN'S PORTFOLIO. THIS SERVICE INCLUDES COMPREHENSIVE SUPPORT IN BOTH GROUP HOMES AND NON-RESIDENTIAL PROGRAMS. RESIDENTIAL SERVICES FOR PERSONS WITH IDD: ELWYN'S COMMUNITY RESIDENTIAL SERVICES (CRS) PROGRAMMING IS ELWYN'S LARGEST MULTI-PERSON, HOME-BASED OFFERING. - INTENSITY RANGES FROM MULTI-STAFF, 24-HOUR DIRECT SUPERVISION, TO LESS THAN 30 HOURS/WEEK. (CONTINUED ON SCHEDULE O)

    Expenses $76,477,856 · Revenue $82,577,604

  • ADULT BEHAVIORAL HEALTH ELWYN PROVIDES BOTH RESIDENTIAL AND COMMUNITY-BASED MENTAL HEALTH SERVICES IN DELAWARE, PHILADELPHIA, AND DAUPHIN COUNTIES. COMMUNITY BASED SERVICES: ELWYN PROVIDES OUTPATIENT SERVICES, INCLUDING PSYCHIATRIC EVALUATIONS, TREATMENT PLANNING, MEDICATION ADMINISTRATION, THERAPY (INDIVIDUAL, GROUP, AND FAMILY) TO PERSONS IN SOUTHEASTERN PENNSYLVANIA, WITH ITS CLINIC IN THE CITY OF PHILADELPHIA. (CONTINUED ON SCHEDULE O)

    Expenses $25,940,792 · Revenue $30,813,799

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Charles S McLister

    PRESIDENT/CEO

    Total calculated
    $735,463
    From this org
    $689,999
    From related orgs
    $0
    Other
    $45,464
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $500,831
    Bonus
    $185,938
    Other
    $3,230
    Deferred
    $18,685
    Nontaxable benefits
    $26,779
    Filer's total
    $735,463

  • Dr Kurt Miceli

    SVP ADULT BH/CHIEF MEDICAL OFR

    Total calculated
    $451,418
    From this org
    $405,430
    From related orgs
    $0
    Other
    $45,988
    Hours/week
    25 + 20 related

    Schedule J breakdown matched by us

    Base
    $363,993
    Bonus
    $41,317
    Other
    $120
    Deferred
    $17,209
    Nontaxable benefits
    $28,779
    Filer's total
    $451,418

  • Leonard J Kirby

    SVP/COO

    Total calculated
    $423,719
    From this org
    $395,534
    From related orgs
    $0
    Other
    $28,185
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $331,155
    Bonus
    $64,103
    Other
    $276
    Deferred
    $19,505
    Nontaxable benefits
    $8,680
    Filer's total
    $423,719

  • Charles Naus

    SVP/CHIEF INFORMATION OFFICER

    Total calculated
    $384,637
    From this org
    $337,231
    From related orgs
    $0
    Other
    $47,406
    Hours/week
    25 + 20 related

    Schedule J breakdown matched by us

    Base
    $284,414
    Bonus
    $52,697
    Other
    $120
    Deferred
    $20,022
    Nontaxable benefits
    $27,384
    Filer's total
    $384,637

  • Jennifer Stryker

    SVP/CHIEF HUMAN RESOURCES OFR

    Total calculated
    $357,601
    From this org
    $320,923
    From related orgs
    $0
    Other
    $36,678
    Hours/week
    25 + 20 related

    Schedule J breakdown matched by us

    Base
    $268,847
    Bonus
    $51,800
    Other
    $276
    Deferred
    $18,421
    Nontaxable benefits
    $18,257
    Filer's total
    $357,601

  • Nikole Cabrey

    SVP/CFO

    Total calculated
    $352,072
    From this org
    $315,830
    From related orgs
    $0
    Other
    $36,242
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $264,721
    Bonus
    $51,013
    Other
    $96
    Deferred
    $18,421
    Nontaxable benefits
    $17,821
    Filer's total
    $352,072

  • Regina MacKenzie

    SVP/GENERAL COUNSEL

    Total calculated
    $324,855
    From this org
    $285,417
    From related orgs
    $0
    Other
    $39,438
    Hours/week
    25 + 20 related

    Schedule J breakdown matched by us

    Base
    $251,730
    Bonus
    $33,411
    Other
    $276
    Deferred
    $20,357
    Nontaxable benefits
    $19,081
    Filer's total
    $324,855

  • Lauren Moore

    PSYCHIATRIST

    Total calculated
    $317,941
    From this org
    $291,913
    From related orgs
    $0
    Other
    $26,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,309
    Bonus
    $13,500
    Other
    $104
    Deferred
    $17,723
    Nontaxable benefits
    $8,305
    Filer's total
    $317,941

  • Roy Schutzengel

    VP OF ELWYN CA

    Total calculated
    $280,025
    From this org
    $274,442
    From related orgs
    $0
    Other
    $5,583
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $254,807
    Bonus
    $0
    Other
    $19,635
    Deferred
    $5,583
    Nontaxable benefits
    $0
    Filer's total
    $280,025

  • Marguerite Kraftson

    SVP OF ADVANCEMENT

    Total calculated
    $271,364
    From this org
    $236,082
    From related orgs
    $0
    Other
    $35,282
    Hours/week
    20 + 25 related

    Schedule J breakdown matched by us

    Base
    $207,919
    Bonus
    $27,983
    Other
    $180
    Deferred
    $14,678
    Nontaxable benefits
    $20,604
    Filer's total
    $271,364

  • Debra M Paul CPA MBA

    FORMER CFO

    Total calculated
    $266,853
    From this org
    $0
    From related orgs
    $231,598
    Other
    $35,255
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $189,748 related
    Bonus
    $0 + $41,850 related
    Other
    $0
    Deferred
    $0 + $24,500 related
    Nontaxable benefits
    $0 + $10,755 related
    Filer's total
    $0 + $266,853 related

  • Dorothy Patzek

    VP HEALTHCARE SERVICES

    Total calculated
    $261,207
    From this org
    $226,538
    From related orgs
    $0
    Other
    $34,669
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $217,871
    Bonus
    $7,875
    Other
    $792
    Deferred
    $14,065
    Nontaxable benefits
    $20,604
    Filer's total
    $261,207

  • Jeremy Sunkett

    VP OF REAL ESTATE & ASSET MGMT

    Total calculated
    $248,264
    From this org
    $222,918
    From related orgs
    $0
    Other
    $25,346
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $183,977
    Bonus
    $0
    Other
    $38,941
    Deferred
    $4,815
    Nontaxable benefits
    $20,531
    Filer's total
    $248,264

  • Veronica Williams

    VP CHILDREN'S SERVICES

    Total calculated
    $240,213
    From this org
    $220,581
    From related orgs
    $0
    Other
    $19,632
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $207,697
    Bonus
    $12,608
    Other
    $276
    Deferred
    $10,952
    Nontaxable benefits
    $8,680
    Filer's total
    $240,213

  • Marie Johnson

    EXEC. DIR., RISK LEGAL

    Total calculated
    $239,708
    From this org
    $226,320
    From related orgs
    $0
    Other
    $13,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,260
    Bonus
    $0
    Other
    $71,060
    Deferred
    $5,432
    Nontaxable benefits
    $7,956
    Filer's total
    $239,708

  • James Sebra

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • William Emmet

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Andrea Anania

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Alan Wichlei

    SECRETARY (AS OF 09/22)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Valerie Harrison Esq

    SECRETARY (THRU 09/22)

    Total calculated
    $0
    Hours/week
    1 + 3 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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 4:
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.

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 Corp · Inactive · PA · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Elwyn PA DE

  • EIB Inc

    C Corp · Inactive · PA · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Elwyn PA DE

  • BIE Industries

    C Corp · Inactive · PA · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Elwyn PA DE

  • Habilitation Facilities

    C Corp · Inactive · PA · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Elwyn PA DE

  • Elwyn Health Services of Pennsylvania PC

    C Corp · Inactive · PA · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Elwyn PA DE

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

2 distributions to recipients named as people, $17,569,083 in total. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2022
Filed
7 March 2024
IRS schema version
2022v5.0
Source object
202431369349301828

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