Nonprofit · EIN 26-1855027
ELWYN CALIFORNIA
Tax-exempt · SAN JOSE, CA 95124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $93,369,688 | $93,600,291 | -$230,603 | $33,428,425 | $46,781,205 | -$13,352,780 |
| June 30, 2024 | 990 | $78,505,714 | $83,732,521 | -$5,226,807 | $40,083,400 | $53,198,491 | -$13,115,091 |
| June 30, 2023 | 990 | $78,899,305 | $80,177,610 | -$1,278,305 | $33,239,366 | $41,121,147 | -$7,881,781 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $469,503
- Program service revenue
- $92,890,168
- Investment income
- $10,017
- Net gain from sales of assets
- $4,989
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $56,327,285
- Salaries, compensation and benefits (total)
- $70,073,675
- Professional fundraising fees
- $0
- Legal fees
- $276,225
- Accounting fees
- $17,770
- Occupancy
- $6,786,844
- Travel
- $613,022
- Depreciation
- $49,228
- Program services (functional)
- $87,720,799
- Management and general (functional)
- $5,879,492
Balance sheet and other
- Total assets, start of year
- $40,083,400
- Total assets, end of year
- $33,428,425
- Total liabilities, end of year
- $46,781,205
- Net assets, end of year
- -$13,352,780
- Land, buildings and equipment
- $7,292
- Publicly traded securities
- $185,133
- Net assets without donor restrictions
- -$13,487,248
- Net assets with donor restrictions
- $134,468
- Gross receipts
- $93,380,758
- Employees
- 1,026
- Volunteers
- 4
- Year formed
- 2008
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES S MCLISTER | PRESIDENT/CEO/CHAIR (AS OF 04/2025) Trustee or director, Officer | 10 | $0 | $731,184 | $72,496 |
| LEONARD J KIRBY | SVP/COO/SECRETARY (THRU 05/2025) Trustee or director, Officer | 10 | $0 | $415,779 | $49,024 |
| NIKOLE CABREY | SVP/CFO/TREASURER Officer | 10 | $0 | $362,630 | $43,282 |
| REGINA MACKENZIE | SVP/GENERAL COUNSEL/SECRETARY (AS OF 05/2025) Officer | 5 | $0 | $301,493 | $62,904 |
| GERLIE MIGUEL | PSYCHIATRIC TECHNICIAN Highest-paid employee | 107 | $251,270 | $0 | $16,126 |
| JON O'CAMPO | RN HOUSE MANAGER Highest-paid employee | 68 | $231,961 | $0 | $9,064 |
| ADRIAN LUIS YANGA | RN HOUSE MANAGER Highest-paid employee | 53 | $190,380 | $0 | $27,387 |
| LAURA L BARKMAN | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $202,910 | $0 | $14,675 |
| JAIME SANCHEZ | PSYCHIATRIC TECHNICIAN Highest-paid employee | 69 | $195,841 | $0 | $5,875 |
| YOLANDA BOSCH ESQ | CHAIR (THRU 08/2024)/VP OF ELWYN CA (AS OF 08/2024) Trustee or director, Officer | 14 | $0 | $91,828 | $45 |
| ELLEN M GOSS MHA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRADLEY KOLB | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KHALIL MEGGETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM EMMET | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES S MCLISTER | PRESIDENT/CEO Trustee or director, Officer | 10 | $0 | $684,945 | $66,685 |
| LEONARD J KIRBY | SVP/COO/SECRETARY Trustee or director, Officer | 25 | $0 | $386,068 | $46,622 |
| NIKOLE CABREY | SVP/CFO/TREASURER Trustee or director, Officer | 20 | $0 | $349,224 | $43,746 |
| DEBRA M PAUL CPA MBA | FORMER CFO Former | 0 | $0 | $235,108 | $0 |
| LAURA L BARKMAN | EXECUTIVE DIRECTOR Highest-paid employee | 45 | $200,027 | $0 | $13,336 |
| RITCHIE VILLAPANDO | RN HOUSE MANAGER Highest-paid employee | 53 | $175,021 | $0 | $24,028 |
| JAIME SANCHEZ | PSYCHIATRIC TECHNICIAN Highest-paid employee | 73 | $182,175 | $0 | $5,465 |
| MOZHDEH SAATCHI | RN HOUSE MANAGER Highest-paid employee | 48 | $164,899 | $0 | $21,203 |
| JON O'CAMPO | RN HOUSE MANAGER Highest-paid employee | 65 | $165,952 | $0 | $13,344 |
| ELLEN M GOSS MHA | VICE CHAIR (AS OF 01/2024); CHAIR (THRU 01/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| YOLANDA BOSCH ESQ | CHAIR (AS OF 01/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRADLEY KOLB | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KHALIL MEGGETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM EMMET | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES S MCLISTER | PRESIDENT/CEO Trustee or director, Officer | 5 | $0 | $689,999 | $45,464 |
| LEONARD J KIRBY | SVP/COO Trustee or director, Officer | 10 | $0 | $395,534 | $28,185 |
| NIKOLE CABREY | SVP/CFO Officer | 5 | $0 | $315,830 | $36,242 |
| ROY SCHUTZENGEL | VP OF ELWYN CA Key employee | 45 | $0 | $274,442 | $5,583 |
| DEBRA M PAUL CPA MBA | FORMER CFO Former | 0 | $0 | $231,598 | $35,255 |
| REX CARNEY | BOARD MEMBER & CHIEF OF STAFF Trustee or director | 1 | $0 | $199,222 | $32,380 |
| LAURA L BARKMAN | EXECUTIVE DIRECTOR Highest-paid employee | 45 | $191,864 | $0 | $13,088 |
| RITCHIE VILLAPANDO | RN HOUSE MANAGER Highest-paid employee | 54 | $170,653 | $0 | $23,888 |
| GERLIE MIGUEL | PSYCHIATRIC TECHNICIAN Highest-paid employee | 96 | $176,144 | $0 | $12,616 |
| YVETTE COSME | LICENSED VOCATIONAL NURSE Highest-paid employee | 86 | $163,658 | $0 | $12,241 |
| LANCE TAMBOT | RN HOUSE MANAGER Highest-paid employee | 57 | $158,857 | $0 | $11,905 |
| ELLEN M GOSS MHA | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM EMMET | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRADLEY KOLB | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KHALIL MEGGETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| YOLANDA BOSCH ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3190 S BASCOM AVE STE 140, SAN JOSE, CA 95124-2500
- In care of
- % MARY KATHLEEN PURCELL
- Principal officer (990 for 2024)
- CHARLES S MCLISTER, 111 ELWYN ROAD, ELWYN, PA 19063
- Signed the 990
- NIKOLE CABREY, SVP/CFO
- Phone
- (610) 891-2000
- Website
- WWW.ELWYN.ORG
- Return prepared by
- BDO USA
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1855027 or by the name ELWYN CALIFORNIA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES.
Program accomplishments
- IDD SERVICES (SEE SCHEDULE O)Expenses $87,720,799 · revenue $92,890,168
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1855027
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $33,428,425
- Income (IRS master file)
- $93,380,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $93,369,688 | $93,600,291 | $33,428,425 | IRS |
| 990 | June 2024 | $78,505,714 | $83,732,521 | $40,083,400 | IRS |
| 990 | June 2023 | $78,899,305 | $80,177,610 | $33,239,366 | XML |
| 990 | June 2022 | $76,207,908 | $78,470,328 | $36,271,624 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1855027).
Questions about ELWYN CALIFORNIA
- What is the EIN of ELWYN CALIFORNIA?
- The employer identification number (EIN) of ELWYN CALIFORNIA is 26-1855027.
- Is ELWYN CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ELWYN CALIFORNIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ELWYN CALIFORNIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ELWYN CALIFORNIA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELWYN CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ELWYN CALIFORNIA?
- The 990 for the year ended June 30, 2025 names CHARLES S MCLISTER.
- Who are the officers and directors of ELWYN CALIFORNIA?
- The 990 for the year ended June 30, 2025 lists 14 people; 5 received compensation from the organization.
- How much revenue does ELWYN CALIFORNIA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $93,369,688, expenses of $93,600,291 and total assets of $33,428,425 at year end.
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