2024-05-15T07:02:07-05:00 2023-06-30 BDO USA 1801 MARKET STREET SUITE 1700 PHILADELPHIA PA 19103 990 2022-07-01 231352527 Sleighton School % DAVID BOWERS SLEI 6108912000 111 Elwyn Road Elwyn PA 19063 Nikole Cabrey SVP/CFO 6108912000 2024-03-05 true Nikole Cabrey 999009999 Kelly R Raquet P01644256 2155641900 2024-03-05 3 2022 2023-04-26 12:10:37Z Charles S McLister 111 Elwyn Road Elwyn PA 19063 1025 false X www.elwyn.org X 1931 PA THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE BENEFIT OF ELWYN WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF (CONTINUED ON SCHEDULE O) 5 4 0 5 0 0 0 0 0 0 0 0 -183313 1025 -183313 1025 0 0 0 0 0 0 0 0 0 999782 1503896 999782 1503896 -1183095 -1502871 1956035 1948768 16732435 18228039 -14776400 -16279271 X THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE BENEFIT OF ELWYN WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE") AS MORE SPECIFICALLY STATED IN ITS ARTICLES OF INCORPORATION. false false 0 0 0 THE ORGANIZATION OPERATED A RESIDENTIAL PROGRAM FOR GIRLS UNTIL 2001. ITS SOLE ASSET IS THE PROPERTY ON WHICH THE SCHOOL OPERATED. SUBSEQUENT TO THE DISCONTINUATION OF THE RESIDENTIAL PROGRAM, THE ORGANIZATION HAS BEEN IN THE PROCESS OF MARKETING THE PROPERTY FOR SALE. IN JUNE 2020, SLEIGHTON ENTERED INTO AN AGREEMENT OF SALE WITH A PRIVATE ENTITY PURSUANT TO WHICH THE ENTITY AGREED TO PURCHASE THE REMAINING 200 ACRES OF THE SLEIGHTON PROPERTY FOR AN ANTICIPATED PURCHASE PRICE OF $17,285,255, AND A MINIMUM PURCHASE PRICE OF $16,000,000 BASED UPON THE NUMBER OF APPROVED HOUSING UNITS. (CONTINUED ON SCHEDULE O) 0 true false false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 5 4 false false false false true true true true false false false true true true true true true true false false X DAVID BOWERS 6108912028 111 ELWYN ROAD Elwyn PA 19063 CHARLES S MCLISTER PRESIDENT/CEO 1.0 49.0 X X 0 689999 45464 LEONARD J KIRBY SVP/COO 0.0 50.0 X 0 395534 28185 NIKOLE CABREY SVP/CFO 0.0 50.0 X 0 315830 36242 DEBRA M PAUL CPA MBA FORMER CFO 0.0 0.0 X 0 231598 35255 JAMES SEBRA CHAIR 1.0 3.0 X X 0 0 0 WILLIAM EMMET VICE CHAIR 1.0 6.0 X X 0 0 0 ANDREA ANANIA TREASURER 1.0 3.0 X X 0 0 0 ALAN WICHLEI SECRETARY (AS OF 09/22) 1.0 3.0 X X 0 0 0 VALERIE HARRISON ESQ SECRETARY (THRU 09/22) 1.0 3.0 X X 0 0 0 0 1632961 145146 0 true true false 0 0 0 0 0 0 0 1025 1025 0 1025 1025 0 0 0 0 0 0 0 0 0 0 0 1025 0 1025 0 0 0 0 0 0 0 0 0 0 0 810842 810842 2484 2484 0 0 0 50980 50980 0 0 0 0 49353 49353 0 0 0 577500 577500 0 0 0 REPAIRS & MAINTENANCE 12737 12737 1503896 0 1503896 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6362712 4413944 1948768 1948768 0 0 0 0 0 0 0 0 7267 0 1956035 1948768 39576 225329 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16692859 18002710 16732435 18228039 X -14776400 -16279271 0 0 -14776400 -16279271 1956035 1948768 -1502871 X false true X true false X X 1 ELWYN OF PENNSYLVANIA AND DELAWARE 231352117 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 6362712 4413944 1948768 1948768 0 INTERCOMPANY PAYABLE 18002710 18002710 X SCHEDULE D, PART X, LINE 2: SLEIGHTON SCHOOL 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, 2023 AND 2022, 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. false false false false false false false false false CHARLES S MCLISTER PRESIDENT/CEO 0 500831 0 185938 0 3230 0 18685 0 26779 0 735463 0 0 LEONARD J KIRBY SVP/COO 0 331155 0 64103 0 276 0 19505 0 8680 0 423719 0 0 NIKOLE CABREY SVP/CFO 0 264721 0 51013 0 96 0 18421 0 17821 0 352072 0 0 DEBRA M PAUL CPA MBA FORMER CFO 0 189748 0 41850 0 0 0 24500 0 10755 0 266853 0 0 SCHEDULE J, PART I, LINE 3: SLEIGHTON SCHOOL HAS NO EMPLOYEES. 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 I, LINE 1 (CONTINUED): 1986, AS AMENDED (THE "CODE") AS MORE SPECIFICALLY STATED IN ITS ARTICLES OF INCORPORATION. FORM 990, PART III, LINE 4A (CONTINUED): THE AGREEMENT CONTAINS A PROVISION THAT ALLOWS FOR A MAXIMUM ENVIRONMENTAL REMEDIATION CREDIT OF $3,000,000 AGAINST THE PURCHASE PRICE THAT IS BASED UPON THE PROJECTED TOTAL COST OF (I) DEMOLISHING EXISTING BUILDINGS, AND (II) REMEDIATING THE EXISTING ENVIRONMENTAL CONTAMINATION. THE AGREEMENT IS SUBJECT TO VARIOUS CONTINGENCIES THAT ARE STANDARD IN THIS TYPE OF REAL ESTATE TRANSACTION. THE AGREEMENT CONTAINS AN OUTSIDE CLOSING DATE OF NOVEMBER 2024. CLOSING IS CONDITIONED UPON THE APPROVAL OF CERTAIN DISCRETIONARY ZONING AMENDMENTS AND A JOINT LAND DEVELOPMENT PLAN BY TWO MUNICIPALITIES, THE TIMING AND CERTAINTY OF WHICH ARE CURRENTLY UNABLE TO BE PREDICTED. THERE ARE CURRENTLY SEVERAL LAND USE LITIGATION MATTERS PENDING IN THE DELAWARE COUNTY, PENNSYLVANIA COURT OF COMMON PLEAS IN CONNECTION WITH THE MUNICIPAL APPROVALS REQUIRED FOR THE PROPOSED DEVELOPMENT OF THR PROPERTY. THE OUTCOME OF THESE LITIGATION MATTERS CANNOT BE REASONABLY DETERMINED AT THIS TIME. FORM 990, PART VI, SECTION A, LINE 6: ELWYN OF PENNSYLVANIA AND DELAWARE IS THE SOLE MEMBER OF SLEIGHTON SCHOOL. FORM 990, PART VI, SECTION A, LINES 7A & 7B: ELWYN OF PENNSYLVANIA AND DELAWARE, AS THE SOLE MEMBER, RESERVES, AMONG OTHERS, THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS OF SLEIGHTON SCHOOL. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS INTERNALLY PREPARED AND SENT TO OUR EXTERNAL PUBLIC ACCOUNTING FIRM FOR REVIEW AND COMPILATION. THE COMPLETED RETURN IS THEN SENT BACK TO THE ORGANIZATION AND IS REVIEWED AND ACCEPTED BY THE ELWYN FOUNDATION'S AUDIT COMMITTEE, THE PARENT ORGANIZATION OF ELWYN OF PENNSYLVANIA AND DELAWARE. PRIOR TO FILING, THE FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS OF THE ELWYN FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION REVIEWS THE CONFLICT OF INTEREST POLICY ON A PERIODIC BASIS. 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, SECTION B, LINES 15A & 15B: SLEIGHTON SCHOOL HAS NO EMPLOYEES. 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. 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, SECTION C, LINE 19: 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. Elwyn of Pennsylvania AND Delaware 111 Elwyn Road Elwyn PA 19063 231352117 Human Svcs PA 501(c)(3) 3 Elwyn Fdn false Elwyn New Jersey 228 W Landis Avenue Vineland NJ 08360 221801227 Human Svcs NJ 501(c)(3) 10 Elwyn Fdn false Provider Enhanced Management Services 111 Elwyn Road Elwyn PA 19063 232600304 Inactive PA 501(c)(3) 10 Elwyn PA DE false Elwyn California 3190 S Bascom Avenue San Jose CA 95124 261855027 Human Svcs CA 501(c)(3) 7 Elwyn Fdn 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 Human Svcs PA 501(c)(3) 7 Elwyn PA DE false Elwyn Institutes Workers Comp Trust 111 Elwyn Road Elwyn PA 19063 232427093 Workers Comp PA 501(c)(3) 12a, Type I Elwyn PA DE false Elwyn Virginia 111 Elwyn Road Elwyn PA 19063 474385994 Inactive VA 501(c)(3) 7 Elwyn PA DE false Fellowship Health Resources Inc 24 Albion Road Lincoln RI 02865 050373414 Human Svcs RI 501(c)(3) 7 Elwyn PA DE false Fellowship Realty Corp Inc 24 Albion Road Lincoln RI 02865 050518796 Prop Rental RI 501(c)(2) n/a FHR Inc false Fellowship Realty Corp of Massachusetts 24 Albion Road Lincoln RI 02865 204650367 Prop Rental RI 501(c)(3) 10 FHR Inc false Grace Pharmacy 111 Elwyn Road Elwyn PA 19063 201744870 Inactive PA Elwyn PA DE C Corp 0 0 false EIB Inc 111 Elwyn Road Elwyn PA 19063 232511810 Inactive PA Elwyn PA DE C Corp 0 0 false BIE Industries 111 Elwyn Road Elwyn PA 19063 232361332 Inactive PA Elwyn PA DE C Corp 0 0 false Habilitation Facilities 111 Elwyn Road Elwyn PA 19063 232426839 Inactive PA Elwyn PA DE C Corp 0 0 false Elwyn Health Services of Pennsylvania PC 111 Elwyn Road Elwyn PA 19063 814397361 Inactive PA Elwyn PA DE C Corp 0 0 false false false false false true false false false false false false false false false false true false false false