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Nonprofiteer
← THE ELWYN FOUNDATION

Form 990 for tax year 2023

Filed by THE ELWYN FOUNDATION.

Totals

Total revenue
$5,982,037
Total expenses
$5,633,324
Contributions and grants received
$3,197,742
Grants paid
$4,388,720
Program service revenue
$0
Investment income
$2,935,838
Other revenue
-$151,543
Total assets, end of year
$105,647,399
Total liabilities, end of year
$1,269,140
Net assets or fund balances, end of year
$104,378,259
Program services expenses (Part IX)
$4,388,720
Management and general expenses
$176,439
Fundraising expenses
$1,068,165
Program service expenses (Part III)
$4,388,720

Program services were 77.9% 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.

  • 1c · Fundraising events

    $738,888

  • 1f · All other contributions, gifts and grants

    $2,458,854

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $2,648,702 · excluded $2,648,702

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $14,104,293

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

    securities $13,817,157

  • 7c · Gain or loss

    securities $287,136 · other assets $0

  • 7d · Net gain or loss

    total $287,136 · excluded $287,136

  • 8a · Fundraising events: gross income

    $81,751

  • 8a · Fundraising events: contributions included on line 1c

    $738,888

  • 8b · Fundraising events: direct expenses

    $233,294

  • 8c · Net income from fundraising events

    total -$151,543 · excluded -$151,543

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,388,720 · program services $4,388,720

  • 11b · Fees: legal

    total $2,748 · fundraising $2,748

  • 11c · Fees: accounting

    total $5,741 · fundraising $5,741

  • 11f · Fees: investment management

    total $176,439 · management and general $176,439

  • 11g · Fees: other

    total $10,348 · program services $0 · management and general $0 · fundraising $10,348

  • 13 · Office expenses

    total $9,340 · fundraising $9,340

  • 17 · Travel

    total $9 · fundraising $9

  • 24a · Other expenses: FUNDRAISING COSTS FROM ELWYN PA

    total $1,039,979 · fundraising $1,039,979

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,801,260 · end of year $2,653,282

  • 3 · Pledges and grants receivable

    beginning of year $2,785,843 · end of year $3,746,587

  • 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

    end of year $4,949

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $74,412,663 · end of year $81,395,309

  • 12 · Investments: other securities

    beginning of year $5,213,461 · end of year $6,297,272

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $11,550,000 · end of year $11,550,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $501 · end of year $125

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,685,538 · end of year $1,269,015

  • 27 · Net assets without donor restrictions

    beginning of year $57,990,347 · end of year $64,476,143

  • 28 · Net assets with donor restrictions

    beginning of year $36,086,841 · end of year $39,902,116

Mission and programs · 2023

Mission

SEE SCHEDULE O

Activities or mission (Part I)

ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES.THE ELWYN FOUNDATION IS A PENNSYLVANIA (SEE SCHEDULE O)

  • DISTRIBUTIONS WERE MADE TO SUBSIDIARIES TO PROVIDE PROGRAM SUPPORT AND CARRY OUT THE PURPOSES OF ELWYN OF PENNSYLVANIA AND DELAWARE, ELWYN NEW JERSEY AND ELWYN CALIFORNIA.

    Expenses $4,388,720 · Grants $4,388,720

As filed on the 2023 return.

Listed in Part VII

  • Alan Wichlei

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Andrea Anania

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Charles S McLister

    PRESIDENT/CEO

    Total calculated
    $751,630
    From this org
    $0
    From related orgs
    $684,945
    Other
    $66,685
    Hours/week
    6 + 44 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

  • James Sebra

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • William Emmet

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Adam Saunders

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christopher Kellogg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Claude B Kershner III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Debra M Paul CPA MBA

    BOARD MEMBER/FORMER CFO

    Total calculated
    $235,108
    From this org
    $0
    From related orgs
    $235,108
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $32,700 related
    Bonus
    $0
    Other
    $0 + $202,408 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $235,108 related

  • Ellen M Goss Mha

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frank Farley PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • June Elcock-Messam

    BOARD MEMBER (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    1

  • Kelly I McGee Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Myron Thomas

    BOARD MEMBER (AS OF 01/2024)

    Total calculated
    $0
    Hours/week
    1

  • Pierre Laperriere

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert G Colucci CPA MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Steven Silber MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas McCaully

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Timothy C O'Rourke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Trudy Slade

    BOARD MEMBER (THRU 05/2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Yolanda Bosch Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leonard J Kirby

    SVP/COO

    Total calculated
    $432,690
    From this org
    $0
    From related orgs
    $386,068
    Other
    $46,622
    Hours/week
    0 + 50 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

  • Nikole Cabrey

    SVP/CFO

    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

  • Marguerite Kraftson

    SVP OF ADVANCEMENT

    Total calculated
    $286,407
    From this org
    $0
    From related orgs
    $233,275
    Other
    $53,132
    Hours/week
    25 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,298 related
    Bonus
    $0 + $19,857 related
    Other
    $0 + $120 related
    Deferred
    $0 + $32,528 related
    Nontaxable benefits
    $0 + $20,604 related
    Filer's total
    $0 + $286,407 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

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

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 · controlled entity

    Directly controlled by NA

  • EIB INC

    C Corporation · INACTIVE · PA · controlled entity

    Directly controlled by NA

  • BIE INDUSTRIES

    C Corporation · INACTIVE · PA · controlled entity

    Directly controlled by NA

  • HABILITATION FACILITIES

    C Corporation · INACTIVE · PA · controlled entity

    Directly controlled by NA

  • ELWYN HEALTH SERVICES OF PENNSYLVANIA PC

    C Corporation · INACTIVE · PA · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349312509

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