2025-05-15T09:48:35+00:00 2024-06-30 135381590 BDO USA 1801 MARKET ST STE 1200 PHILADELPHIA PA 191031634 990 2023-07-01 261855027 ELWYN CALIFORNIA ELWY 4085581500 3190 S BASCOM AVENUE 140 SAN JOSE CA 95124 NIKOLE CABREY SVP/CFO 2025-05-15 true KELLY RAQUET P01644256 2155641900 2025-05-13 2023 2025-03-06 01:10:19Z CHARLES S MCLISTER 111 ELWYN ROAD ELWYN PA 19063 78532208 false X WWW.ELWYN.ORG X 2008 CA THE ORGANIZATION PROVIDES RESIDENTIAL AND IN-HOME DAY PROGRAMS FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN SUPPORTIVE, COMMUNITY-INTEGRATED HOMES. 8 5 1103 5 0 0 25381 2189 78864733 78489648 9191 13877 0 0 78899305 78505714 0 0 0 56583420 60493520 0 0 0 23594190 23239001 80177610 83732521 -1278305 -5226807 33239366 40083400 41121147 53198491 -7881781 -13115091 ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES. false false 78790893 0 78489648 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. 78790893 true false false false false false false true false true false false true 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 X 0 0 1103 true false false false false false false false false false false false false X 8 5 false false false false true true true true true false false true true true true true true false false false CA X DAVID BOWERS 6108912028 111 ELWYN ROAD ELWYN PA 19063 CHARLES S MCLISTER PRESIDENT/CEO 10.0 40.0 X X 0 684945 66685 ELLEN M GOSS MHA VICE CHAIR (AS OF 01/2024); CHAIR (THRU 01/2024) 1.0 1.0 X X 0 0 0 LEONARD J KIRBY SVP/COO/SECRETARY 25.0 25.0 X X 0 386068 46622 NIKOLE CABREY SVP/CFO/TREASURER 20.0 30.0 X X 0 349224 43746 YOLANDA BOSCH ESQ CHAIR (AS OF 01/2024) 1.0 1.0 X X 0 0 0 BRADLEY KOLB BOARD MEMBER 1.0 0 X 0 0 0 KHALIL MEGGETT BOARD MEMBER 1.0 0 X 0 0 0 WILLIAM EMMET BOARD MEMBER 1.0 6.0 X 0 0 0 JAIME SANCHEZ PSYCHIATRIC TECHNICIAN 73.0 0 X 182175 0 5465 JON O'CAMPO RN HOUSE MANAGER 65.0 0 X 165952 0 13344 LAURA L BARKMAN EXECUTIVE DIRECTOR 45.0 0 X 200027 0 13336 MOZHDEH SAATCHI RN HOUSE MANAGER 48.0 0 X 164899 0 21203 RITCHIE VILLAPANDO RN HOUSE MANAGER 53.0 0 X 175021 0 24028 DEBRA M PAUL CPA MBA FORMER CFO 0.0 1.0 X 0 235108 0 888074 1655345 234429 59 true true false 0 2189 2189 IDD SERVICES (RESIDENTIAL & DAY) 623000 77753398 77753398 OTHER REVENUE 900099 736250 736250 0 0 0 0 78489648 4691 4691 0 0 35680 26494 9186 0 9186 9186 0 0 0 0 0 78505714 78489648 0 13877 48086241 47516095 570146 1184232 1155521 28711 7449661 7399167 50494 3773386 3708316 65070 4094427 0 4094427 253613 252677 936 22991 351 22640 1489 0 1489 5969964 5911255 58709 0 4364 4364 0 308103 304666 3437 385776 381579 4197 6528571 6525386 3185 668391 660321 8070 101695 100830 865 114787 113426 1361 55181 45634 9547 2364365 2348294 16071 PROGRAM SUPPLIES 1758882 1758153 729 REPAIRS & MAINTENANCE 362633 362633 0 MINOR FURNISHINGS 170353 170353 0 SUNDRY 23005 22047 958 50411 49825 586 0 83732521 78790893 4941628 0 237700 169285 8042358 18719380 0 0 0 0 36467 193517 333711 316493 43370 17218 182832 185597 0 0 24696639 20798403 33239366 40083400 11984592 14604977 520134 86993 66119 62500 0 0 197119 197119 28353183 38246902 41121147 53198491 X -8008906 -13248100 127125 133009 -7881781 -13115091 33239366 40083400 X -5226807 10878 -17381 X false true X true false X 8746 120392 85935 25381 2189 242643 0 0 8746 120392 85935 25381 2189 242643 0 242643 3783 3224 3087 3858 4691 18643 0 0 0 0 0 0 0 261286 377392887 0.9286 0.3694 X false true X 333711 316493 17218 17218 OPERATING LEASE ASSETS 20459550 SECURITY DEPOSITS/PREPAID RENT 338853 20798403 OPERATING LEASE LIABILITIES 20627112 INTERCOMPANY LOAN PAYABLE 15649020 DUE TO FUNDER AND OTHER RESERVES 1918182 CHARITABLE GIFT ANNUITY LIABILITY 52588 38246902 X Schedule D, Part IV, Line 2b Explanation of escrow agreement RESTRICTED CASH PRIMARILY CONSISTS OF CLIENT FUNDS HELD BY THE ORGANIZATION AS REPRESENTATIVE PAYEE OR UNDER OTHER ARRANGEMENTS. THE ORGANIZATION RECORDS A LIABILITY EQUAL TO THE AMOUNT OF RESTRICTED CASH ASSOCIATED WITH CLIENT FUNDS. THIS LIABILITY IS RECORDED AS DEPOSITS HELD FOR CUSTODY OF OTHERS WITHIN CURRENT LIABILITIES ON THE CONSOLIDATED BALANCE SHEETS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ELWYN CALIFORNIA 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, 2024 AND 2023, 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 554131 0 130616 0 198 0 39906 0 26779 0 751630 0 0 LEONARD J KIRBY SVP/COO/SECRETARY 0 339764 0 46176 0 128 0 37942 0 8680 0 432690 0 0 NIKOLE CABREY SVP/CFO/TREASURER 0 298796 0 50375 0 53 0 19942 0 23804 0 392970 0 0 DEBRA M PAUL CPA MBA FORMER CFO 0 32700 0 0 0 202408 0 0 0 0 0 235108 0 0 LAURA L BARKMAN EXECUTIVE DIRECTOR 188927 0 0 0 11100 0 6016 0 7320 0 213363 0 0 0 RITCHIE VILLAPANDO RN HOUSE MANAGER 171416 0 2000 0 1605 0 5436 0 18592 0 199049 0 0 0 JAIME SANCHEZ PSYCHIATRIC TECHNICIAN 180810 0 0 0 1365 0 5465 0 0 0 187640 0 0 0 JON O'CAMPO RN HOUSE MANAGER 164095 0 0 0 1857 0 5024 0 8320 0 179296 0 0 0 MOZHDEH SAATCHI RN HOUSE MANAGER 163264 0 0 0 1635 0 5111 0 16092 0 186102 0 0 0 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 Form 990, Part V, Line 1a ELWYN CALIFORNIA PARTICIPATES IN A CONSOLIDATED CASH MANAGEMENT AND PAYMENT WITH OTHER RELATED ENTITIES WITHIN THE CONSOLIDATED ELWYN ORGANIZATION. THESE ENTITIES PRIMARILY INCLUDE, ELWYN OF PENNSYLVANIA AND DELAWARE, ELWYN NEW JERSEY, FAMILY SUPPORT SERVICES, FELLOWSHIP HEALTH RESOURCES, SLEIGHTON SCHOOL, AND THE ELWYN FOUNDATION. ACCORDINGLY, ALL PAYMENTS ARE REPORTED FOR 1099 AND 990 PURPOSES AS HAVING BEEN ISSUED BY ELWYN OF PENNSYLVANIA AND DELAWARE AS IT HOLDS THE PRIMARY DISBURSEMENT ACCOUNTS. Form 990, Part VI, Line 15b 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, Line 15a 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 VI, Line 6 Classes of members or stockholders THE ELWYN FOUNDATION IS THE SOLE MEMBER OF ELWYN CALIFORNIA. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ELWYN FOUNDATION, AS THE SOLE MEMBER, RESERVES, AMONG OTHERS, THE POWER TO APPOINT THE MEMBERS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE ELWYN FOUNDATION, AS THE SOLE MEMBER, HAS THE RIGHT TO APPOINT BOARD MEMBERS AND HAS CERTAIN RESERVED POWERS UNDER THE BY-LAWS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED IN CONJUNCTION WITH OUR EXTERNAL PUBLIC ACCOUNTING FIRM AND REVIEWED INTERNALLY BY MANAGEMENT. THE COMPLETED RETURN IS REVIEWED AND ACCEPTED BY THE AUDIT COMMITTEE OF THE ELWYN FOUNDATION. PRIOR TO FILING, THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS OF ELWYN CALIFORNIA. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION, THE PARENT ORGANIZATION OF ELWYN CALIFORNIA, REVIEWS THE CONFLICT OF INTEREST POLICY ON A PERIODIC BASIS. ELWYN CALIFORNIA 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, Line 19 Required documents available to the public 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. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY - -17381; ELWYN NEW JERSEY 228 W LANDIS AVENUE VINELAND NJ 08360 221801227 HUMAN SERVICES NJ 501(c)(3) 10 THE ELWYN FOUNDATION false PROVIDER ENHANCED MANAGEMENT SERVICES 111 ELWYN ROAD ELWYN PA 19063 232600304 INACTIVE PA 501(c)(3) 10 ELWYN OF PENNSYLVANIA AND DELAWARE false SLEIGHTON SCHOOL 111 ELWYN ROAD ELWYN PA 19063 231352527 INACTIVE PA 501(c)(3) Type I ELWYN OF PENNSYLVANIA AND DELAWARE false ELWYN OF PENNSYLVANIA AND DELAWARE 111 ELWYN ROAD ELWYN PA 19063 231352117 HUMAN SERVICES PA 501(c)(3) 3 THE ELWYN FOUNDATION 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 INACTIVE PA 501(c)(3) 7 ELWYN OF PENNSYLVANIA AND DELAWARE false ELWYN INSTITUTES WORKERS COMPENSATION TRUST 111 ELWYN ROAD ELWYN PA 19063 232427093 INACTIVE PA 501(c)(3) Type I ELWYN OF PENNSYLVANIA AND DELAWARE false ELWYN VIRGINIA 111 ELWYN ROAD ELWYN PA 19063 474385994 INACTIVE VA 501(c)(3) 7 ELWYN OF PENNSYLVANIA AND DELAWARE false FELLOWSHIP HEALTH RESOURCES INC 24 ALBION ROAD LINCOLN RI 02865 050373414 HUMAN SERVICES RI 501(c)(3) 7 THE ELWYN FOUNDATION false FELLOWSHIP REALTY CORP INC 24 ALBION ROAD LINCOLN RI 02865 050518796 PROPERTY RENTAL RI 501(c)(2) FELLOWSHIP HEALTH RESOURCES INC false FELLOWSHIP REALTY CORP OF MASSACHUSETTS 24 ALBION ROAD LINCOLN RI 02865 204650367 PROPERTY RENTAL RI 501(c)(3) 10 FELLOWSHIP HEALTH RESOURCES INC false ELWYN HEALTH AND HUMAN SERVICES FOUNDATION 111 ELWYN ROAD ELWYN PA 19063 934918474 FUNDRAISING PA 501(c)(3) 7 THE ELWYN FOUNDATION false GRACE PHARMACY 111 ELWYN ROAD ELWYN PA 19063 201744870 INACTIVE PA NA C Corporation false EIB INC 111 ELWYN ROAD ELWYN PA 19063 232511810 INACTIVE PA NA C Corporation false BIE INDUSTRIES 111 ELWYN ROAD ELWYN PA 19063 232361332 INACTIVE PA NA C Corporation false HABILITATION FACILITIES 111 ELWYN ROAD ELWYN PA 19063 232426839 INACTIVE PA NA C Corporation false ELWYN HEALTH SERVICES OF PENNSYLVANIA PC 111 ELWYN ROAD ELWYN PA 19063 814397361 INACTIVE PA NA C Corporation false false false true false true false false false false false false false true true true true true false false