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Nonprofiteer
← ELWYN CALIFORNIA

Form 990 for tax year 2023

Filed by ELWYN CALIFORNIA.

Totals

Total revenue
$78,505,714
Total expenses
$83,732,521
Contributions and grants received
$2,189
Grants paid
$0
Program service revenue
$78,489,648
Investment income
$13,877
Other revenue
$0
Total assets, end of year
$40,083,400
Total liabilities, end of year
$53,198,491
Net assets or fund balances, end of year
-$13,115,091
Program services expenses (Part IX)
$78,790,893
Management and general expenses
$4,941,628
Fundraising expenses
$0
Program service expenses (Part III)
$78,790,893

Program services were 94.1% 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.

  • 1d · Related organizations

    $2,189

  • 2a · Program service revenue: IDD SERVICES (RESIDENTIAL & DAY)

    total $77,753,398 · related or exempt $77,753,398

  • 2b · Program service revenue: OTHER REVENUE

    total $736,250 · related or exempt $736,250

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $4,691 · excluded $4,691

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $35,680

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

    securities $26,494

  • 7c · Gain or loss

    securities $9,186 · other assets $0

  • 7d · Net gain or loss

    total $9,186 · excluded $9,186

  • 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.

  • 7 · Other salaries and wages

    total $48,086,241 · program services $47,516,095 · management and general $570,146

  • 8 · Pension plan contributions

    total $1,184,232 · program services $1,155,521 · management and general $28,711

  • 9 · Other employee benefits

    total $7,449,661 · program services $7,399,167 · management and general $50,494

  • 10 · Payroll taxes

    total $3,773,386 · program services $3,708,316 · management and general $65,070

  • 11a · Fees: management

    total $4,094,427 · program services $0 · management and general $4,094,427

  • 11b · Fees: legal

    total $253,613 · program services $252,677 · management and general $936

  • 11c · Fees: accounting

    total $22,991 · program services $351 · management and general $22,640

  • 11f · Fees: investment management

    total $1,489 · program services $0 · management and general $1,489

  • 11g · Fees: other

    total $5,969,964 · program services $5,911,255 · management and general $58,709 · fundraising $0

  • 12 · Advertising and promotion

    total $4,364 · program services $4,364 · management and general $0

  • 13 · Office expenses

    total $308,103 · program services $304,666 · management and general $3,437

  • 14 · Information technology

    total $385,776 · program services $381,579 · management and general $4,197

  • 16 · Occupancy

    total $6,528,571 · program services $6,525,386 · management and general $3,185

  • 17 · Travel

    total $668,391 · program services $660,321 · management and general $8,070

  • 19 · Conferences, conventions and meetings

    total $101,695 · program services $100,830 · management and general $865

  • 20 · Interest

    total $114,787 · program services $113,426 · management and general $1,361

  • 22 · Depreciation, depletion and amortization

    total $55,181 · program services $45,634 · management and general $9,547

  • 23 · Insurance

    total $2,364,365 · program services $2,348,294 · management and general $16,071

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $1,758,882 · program services $1,758,153 · management and general $729

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $362,633 · program services $362,633 · management and general $0

  • 24c · Other expenses: MINOR FURNISHINGS

    total $170,353 · program services $170,353 · management and general $0

  • 24d · Other expenses: SUNDRY

    total $23,005 · program services $22,047 · management and general $958

  • 24e · All other expenses

    total $50,411 · program services $49,825 · management and general $586 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $237,700 · end of year $169,285

  • 4 · Accounts receivable

    beginning of year $8,042,358 · end of year $18,719,380

  • 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 $36,467 · end of year $193,517

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

    $333,711

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

    $316,493

  • 10c · Land, buildings and equipment, net

    beginning of year $43,370 · end of year $17,218

  • 11 · Investments: publicly traded securities

    beginning of year $182,832 · end of year $185,597

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $24,696,639 · end of year $20,798,403

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,984,592 · end of year $14,604,977

  • 19 · Deferred revenue

    beginning of year $520,134 · end of year $86,993

  • 21 · Escrow or custodial account liability

    beginning of year $66,119 · end of year $62,500

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $197,119 · end of year $197,119

  • 25 · Other liabilities

    beginning of year $28,353,183 · end of year $38,246,902

  • 27 · Net assets without donor restrictions

    beginning of year -$8,008,906 · end of year -$13,248,100

  • 28 · Net assets with donor restrictions

    beginning of year $127,125 · end of year $133,009

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

THE ORGANIZATION PROVIDES RESIDENTIAL AND IN-HOME DAY PROGRAMS FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN SUPPORTIVE, COMMUNITY-INTEGRATED HOMES.

  • RESIDENTIAL PROGRAM: ELWYN CALIFORNIA'S RESIDENTIAL PROGRAM IS DESIGNED TO SUPPORT INDIVIDUALS IN LEADING MEANINGFUL AND ENGAGED LIVES. RESIDENTIAL SERVICES ARE DELIVERED THROUGH THREE TYPES OF COMMUNITY-BASED HOMES: - HOMES FOR MEDICALLY FRAGILE INDIVIDUALS - ENHANCED BEHAVIORAL SUPPORTS HOMES - SUPPORTED RESIDENTIAL FACILITIES EACH PERSON RECEIVES SERVICES THROUGH AN INDIVIDUALIZED, PERSON-CENTERED SUPPORT PLAN AS PART OF ELWYN'S COMPREHENSIVE COMMUNITY SUPPORT CONTINUUM. AS OF JUNE 30, 2024, ELWYN CALIFORNIA SUPPORTED 185 INDIVIDUALS ACROSS 47 COMMUNITY HOMES THROUGHOUT THE STATE, FROM SOUTHERN TO NORTHERN CALIFORNIA. IN-HOME DAY PROGRAM SERVICES: ELWYN CALIFORNIA ALSO PROVIDES IN-HOME DAY PROGRAM SERVICES WITHIN ITS COMMUNITY HOMES. THESE SERVICES OFFER OPPORTUNITIES FOR PERSONAL DEVELOPMENT, SOCIAL AND RECREATIONAL ENGAGEMENT, AND ACTIVE COMMUNITY PARTICIPATION. THE OVERARCHING GOAL IS TO SUPPORT INDIVIDUALS IN ACHIEVING THEIR HIGHEST POSSIBLE LEVEL OF INDEPENDENCE AND LEADING FULFILLING, SELF-DIRECTED LIVES.

    Expenses $78,790,893 · Revenue $78,489,648

As filed on the 2023 return.

Listed in Part VII

  • Charles S McLister

    PRESIDENT/CEO

    Total calculated
    $751,630
    From this org
    $0
    From related orgs
    $684,945
    Other
    $66,685
    Hours/week
    10 + 40 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

  • Ellen M Goss Mha

    VICE CHAIR (AS OF 01/2024); CHAIR (THRU 01/2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leonard J Kirby

    SVP/COO/SECRETARY

    Total calculated
    $432,690
    From this org
    $0
    From related orgs
    $386,068
    Other
    $46,622
    Hours/week
    25 + 25 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/TREASURER

    Total calculated
    $392,970
    From this org
    $0
    From related orgs
    $349,224
    Other
    $43,746
    Hours/week
    20 + 30 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

  • Yolanda Bosch Esq

    CHAIR (AS OF 01/2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bradley Kolb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Khalil Meggett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William Emmet

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Jaime Sanchez

    PSYCHIATRIC TECHNICIAN

    Total calculated
    $187,640
    From this org
    $182,175
    From related orgs
    $0
    Other
    $5,465
    Hours/week
    73

    Schedule J breakdown matched by us

    Base
    $180,810
    Bonus
    $0
    Other
    $1,365
    Deferred
    $5,465
    Nontaxable benefits
    $0
    Filer's total
    $187,640

  • Jon O'Campo

    RN HOUSE MANAGER

    Total calculated
    $179,296
    From this org
    $165,952
    From related orgs
    $0
    Other
    $13,344
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $164,095
    Bonus
    $0
    Other
    $1,857
    Deferred
    $5,024
    Nontaxable benefits
    $8,320
    Filer's total
    $179,296

  • Laura L Barkman

    EXECUTIVE DIRECTOR

    Total calculated
    $213,363
    From this org
    $200,027
    From related orgs
    $0
    Other
    $13,336
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $188,927
    Bonus
    $0
    Other
    $11,100
    Deferred
    $6,016
    Nontaxable benefits
    $7,320
    Filer's total
    $213,363

  • Mozhdeh Saatchi

    RN HOUSE MANAGER

    Total calculated
    $186,102
    From this org
    $164,899
    From related orgs
    $0
    Other
    $21,203
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $163,264
    Bonus
    $0
    Other
    $1,635
    Deferred
    $5,111
    Nontaxable benefits
    $16,092
    Filer's total
    $186,102

  • Ritchie Villapando

    RN HOUSE MANAGER

    Total calculated
    $199,049
    From this org
    $175,021
    From related orgs
    $0
    Other
    $24,028
    Hours/week
    53

    Schedule J breakdown matched by us

    Base
    $171,416
    Bonus
    $2,000
    Other
    $1,605
    Deferred
    $5,436
    Nontaxable benefits
    $18,592
    Filer's total
    $199,049

  • Debra M Paul CPA MBA

    FORMER CFO

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

    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

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 ELWYN CALIFORNIA, 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
202531359349304663

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