The Elwyn Foundation (EIN 201915642) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

CHARLES S MCLISTER

Phone

6108912000

Tax Period

2022-07-01 to 2023-06-30

The Elwyn Foundation, founded in 2004, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. Expenses of $7.3M exceeded revenue, resulting in a 26% operating deficit.

Mission

ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES. (CONTINUED ON SCHEDULE O)

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,677,666

Program Service Revenue $0

Investment Income $2,247,708

Other Revenue $-73,258

TOTAL REVENUE $5,852,116

Expense Breakdown

Grants Paid $6,122,207

Salaries & Benefits $0

Fundraising Expenses $1,109,784

Program Expenses $6,122,207

Other Expenses $1,225,994

TOTAL EXPENSES $7,348,201

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,852,116	$6,956,198	-0.2%
Expenses	$7,348,201	$5,075,397	+0.4%
Net Income	$-1,496,085	$1,880,801	-1.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,511,254

Total Directors

$735,463

Key Employees

$271,364

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES S MCLISTER	PRESIDENT/CEO	8.0	Officer Director	$0	$45,464	$735,463
LEONARD J KIRBY	SVP/COO	0.0	Officer	$0	$28,185	$423,719
NIKOLE CABREY	SVP/CFO	5.0	Officer	$0	$36,242	$352,072
MARGUERITE KRAFTSON	SVP OF ADVANCEMENT	25.0	Key Emp	$0	$35,282	$271,364
DEBRA M PAUL CPA MBA	FORMER CFO	0.0		$0	$35,255	$266,853
JAMES SEBRA	CHAIR	1.0	Officer Director	$0	$0	$0
WILLIAM EMMET	VICE CHAIR	1.0	Officer Director	$0	$0	$0
ANDREA ANANIA	TREASURER	1.0	Officer Director	$0	$0	$0
ALAN WICHLEI	SECRETARY (AS OF 09/22)	1.0	Officer Director	$0	$0	$0
CHRISTOPHER BORDEN	BOARD MEMBER	1.0	Director	$0	$0	$0
YOLANDA BOSCH ESQ	BOARD MEMBER	1.0	Director	$0	$0	$0
FRANK FARLEY PHD	BOARD MEMBER	1.0	Director	$0	$0	$0
ELLEN M GOSS MHA	BOARD MEMBER	1.0	Director	$0	$0	$0
VALERIE HARRISON ESQ	SECRETARY (THRU 09/22)	1.0	Officer Director	$0	$0	$0
CHRISTOPHER KELLOGG	BOARD MEMBER	1.0	Director	$0	$0	$0
CLAUDE B KERSHNER III	BOARD MEMBER	1.0	Director	$0	$0	$0
CATHERINE S KUNSCH PHD	BOARD MEMBER	1.0	Director	$0	$0	$0
PIERRE L LA PERRIERE	BOARD MEMBER	1.0	Director	$0	$0	$0
THOMAS MCCAULLY	BOARD MEMBER	1.0	Director	$0	$0	$0
JUNE MESSAM	BOARD MEMBER	1.0	Director	$0	$0	$0
TIMOTHY C O'ROURKE	BOARD MEMBER	1.0	Director	$0	$0	$0
ADAM SAUNDERS	BOARD MEMBER	1.0	Director	$0	$0	$0
STEVEN SILBER MD	BOARD MEMBER	1.0	Director	$0	$0	$0
TRUDY SLADE	BOARD MEMBER	1.0	Director	$0	$0	$0
TONY THURMOND	BOARD MEMBER	1.0	Director	$0	$0	$0
KELLY I MCGEE ESQ	BOARD MEMBER	1.0	Director	$0	$0	$0
ROBERT G COLUCCI CPA MBA	BOARD MEMBER	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,852,116	$7,348,201	$98,763,227	$-1,496,085
2022	$6,956,198	$5,075,397	$77,276,421	$1,880,801
2021	$8,520,423	$2,274,796	$87,352,321	$6,245,627
2020	$2,078,755	$2,265,161	$50,144,875	$-186,406
2019	$2,695,000	$2,383,262	$5,895,004	$311,738
2018	$1,525,216	$2,930,365	$3,639,339	$-1,405,149

The Elwyn Foundation