Totals
- Total revenue
- $445,959,787
- Total expenses
- $401,004,482
- Contributions and grants received
- $3,041,921
- Grants paid
- $195,156
- Program service revenue
- $419,817,237
- Investment income
- $9,945,921
- Other revenue
- $13,154,708
- Total assets, end of year
- $384,003,668
- Total liabilities, end of year
- $199,949,686
- Net assets or fund balances, end of year
- $184,053,982
- Program services expenses (Part IX)
- $371,130,213
- Management and general expenses
- $29,044,228
- Fundraising expenses
- $830,041
- Program service expenses (Part III)
- $371,130,213
Program services were 92.6% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$3,041,921
-
1g · Noncash contributions included above
$168,521
-
2a · Program service revenue: International program revenue
total $254,060,018 · related or exempt $254,060,018 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Domestic program revenue
total $118,311,523 · related or exempt $118,311,523 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Adventures Afloat program revenue
total $46,704,971 · related or exempt $46,704,971 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Virtual program revenue
total $740,725 · related or exempt $740,725 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $8,665,362 · related or exempt $0 · unrelated business $0 · excluded $8,665,362
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $11,406 · related or exempt $0 · unrelated business $0 · excluded $11,406
-
6a · Gross rents
real property $141,017 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $141,017 · personal property $0
-
6d · Net rental income or loss
total $141,017 · related or exempt $0 · unrelated business $0 · excluded $141,017
-
7a · Gross sales of assets other than inventory
securities $60,682,773 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $59,402,214 · other assets $0
-
7c · Gain or loss
securities $1,280,559 · other assets $0
-
7d · Net gain or loss
total $1,280,559 · related or exempt $0 · unrelated business $0 · excluded $1,280,559
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11a · Other revenue: Trip protection plan fees
total $11,796,468 · related or exempt $0 · unrelated business $11,796,468 · excluded $0
-
11b · Other revenue: Marketing support
total $358,903 · related or exempt $0 · unrelated business $358,903 · excluded $0
-
11d · All other revenue
total $846,914 · related or exempt $846,914 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$13,002,285
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $195,156 · program services $195,156
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $3,934,285 · program services $513,919 · management and general $3,405,050 · fundraising $15,316
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $45,367,722 · program services $34,272,735 · management and general $10,712,372 · fundraising $382,615
-
8 · Pension plan contributions
total $2,929,742 · program services $2,024,743 · management and general $877,831 · fundraising $27,168
-
9 · Other employee benefits
total $4,013,556 · program services $3,137,614 · management and general $828,602 · fundraising $47,340
-
10 · Payroll taxes
total $2,777,092 · program services $1,773,793 · management and general $979,600 · fundraising $23,699
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $143,494 · program services $62,203 · management and general $81,291 · fundraising $0
-
11c · Fees: accounting
total $140,785 · program services $0 · management and general $140,785 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $436,705 · program services $0 · management and general $436,705 · fundraising $0
-
11g · Fees: other
total $2,169,633 · program services $1,603,888 · management and general $517,805 · fundraising $47,940
-
12 · Advertising and promotion
total $8,498,613 · program services $8,498,613 · management and general $0 · fundraising $0
-
13 · Office expenses
total $508,489 · program services $175,318 · management and general $304,790 · fundraising $28,381
-
14 · Information technology
total $5,790,352 · program services $1,246,487 · management and general $4,529,975 · fundraising $13,890
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $435,243 · program services $152,741 · management and general $280,281 · fundraising $2,221
-
17 · Travel
total $1,034,071 · program services $946,454 · management and general $77,696 · fundraising $9,921
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $0 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $1,141,444 · program services $442,605 · management and general $692,506 · fundraising $6,333
-
23 · Insurance
total $2,368,711 · program services $1,995,939 · management and general $372,772 · fundraising $0
-
24a · Other expenses: Payments to program providers and vendors
total $287,089,265 · program services $287,089,265 · management and general $0 · fundraising $0
-
24b · Other expenses: Printing, postage and mailing
total $12,173,347 · program services $11,983,888 · management and general $22,874 · fundraising $166,585
-
24c · Other expenses: Credit card, hedging and bank fees
total $11,467,147 · program services $10,548,667 · management and general $883,655 · fundraising $34,825
-
24d · Other expenses: Unrelated business income taxes
total $2,956,625 · program services $0 · management and general $2,956,625 · fundraising $0
-
24e · All other expenses
total $5,433,005 · program services $4,466,185 · management and general $943,013 · fundraising $23,807
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,549,561 · end of year $806,215
-
2 · Savings and temporary cash investments
beginning of year $95,835,996 · end of year $77,452,472
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $1,101,055 · end of year $1,337,103
-
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
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $28,181,991 · end of year $38,196,147
-
10a · Land, buildings and equipment: cost or other basis
$28,825,966
-
10b · Land, buildings and equipment: accumulated depreciation
$22,457,526
-
10c · Land, buildings and equipment, net
beginning of year $4,569,098 · end of year $6,368,440
-
11 · Investments: publicly traded securities
beginning of year $164,106,334 · end of year $245,348,302
-
12 · Investments: other securities
beginning of year $3,659,362 · end of year $8,734,440
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $5,760,549
-
17 · Accounts payable and accrued expenses
beginning of year $17,661,892 · end of year $15,933,681
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $161,339,721 · end of year $180,864,004
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $5,785,257 · end of year $3,152,001
-
27 · Net assets without donor restrictions
beginning of year $110,591,594 · end of year $178,956,599
-
28 · Net assets with donor restrictions
beginning of year $4,624,933 · end of year $5,097,383
Mission and programs · 2024
Mission
Elderhostel, Inc., which operates under the name Road Scholar, is a not-for-profit organization founded in 1975 for the purpose of sponsoring, arranging or conducting educational programs primarily for adults age 55 and older. Its mission is to inspire adults to learn, discover and travel. Road Scholar's learning adventures engage expert instructors, provide extraordinary access, and stimulate discourse and friendship among people who value lifelong learning. (Continued on Schedule O)
Activities or mission (Part I)
Elderhostel Inc., doing business as Road Scholar, sponsors, arranges or conducts educational programs around the world primarily for adults age 55 and older.
-
Road Scholar's unique non ship-based educational programs held outside the United States (ranging in length from one to six weeks or more) provide a stimulating academic experience introducing participants to the arts, history, literature, culture, architecture and natural environment of their locations. They are designed to further cross-cultural understanding by forging direct connections between participants and local residents, experts and lecturers. Community service and multi-generational programs are also offered. Room, board and in most cases airfare are included in the cost. In fiscal year 2025, 46,556 enrollees participated in these programs.
Expenses $180,636,519 · Grants $13,593 · Revenue $254,060,018
-
Road Scholar's unique non ship-based educational programs in the United States (ranging in length from four days to three weeks) provide a stimulating academic experience exploring the arts, literature, sciences, history, culture, and environment of the United States. Some programs provide community service and others are designed to be multi-generational, allowing grandchildren, or adult children and their children, to attend. Room and board are included in the cost. In fiscal year 2025, 42,100 enrollees participated in these programs.
Expenses $95,803,939 · Grants $179,169 · Revenue $118,311,523
-
Road Scholar's Adventures Afloat programs (ranging in length from one week to four months) are ship-based learning adventures that allow participants to experience the educational wonders of broad regions connected by the world's oceans and waterways. Experts and professors provide stimulating educational programs on board, which are enhanced by field trips to experience the culture of local communities through related land components and lectures. Multi-generational programs are offered, and room and board are included in the cost, as is airfare for most programs. In fiscal year 2025, 8,837 enrollees participated in Adventures Afloat programs.
Expenses $33,393,606 · Revenue $46,704,971
-
Road Scholar offers programs and lectures online through Zoom that match the educational content of on-site programs. The programs range from 10 to 30 hours over three to five days, while lectures, some of which are offered at no cost, run one to two hours, including opportunities to ask questions. In fiscal year 2025, 1,242 enrollees participated in multi-day online programs and 81,883 enrollees attended online paid and free lectures.
Expenses $312,188 · Grants $2,394 · Revenue $740,725
-
Nearly 17 million publications, including 15 million catalogs and brochures were produced and mailed to over 1.5 million households on Road Scholar's mailing list. Road Scholar's website, which provides program information, had 57.8 million page views from over 7.5 million unique visitors. In FY25, Road Scholar appeared on media sites and in publications and articles that receive more than 19.5 billion unique visitors monthly.
Expenses $30,055,347 · Revenue $195,624
-
Over 175 workers in the United States and internationally collaborated with over 1,500 providers and vendors to develop, operate, oversee, and evaluate 4,679 departure dates of 696 unique programs, and 191 virtual programs and lectures.
Expenses $16,622,945 · Revenue $186,655
-
Our 110-seat Participant Services Center handled over 285,000 inbound telephone calls and made approximately 34,000 outbound telephone calls to inquirers and enrollees that resulted in over 76,000 enrollment, cancellation, transfer and contribution transactions. They also responded to over 76,000 emails. In addition, the 56-seat Travel Services Center handled over 62,000 inbound telephone calls and made over 26,000 outbound calls to enrollees who desired assistance in making, changing or cancelling their travel flight arrangements to Road Scholar programs. This team also responded to over 6,000 emails and booked over 129,000 flight segments for enrolled participants.
Expenses $14,305,669 · Revenue $464,635
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
James Moses
President & CEO
- Total calculated
- $1,386,517
- From this org
- $1,334,926
- From related orgs
- $0
- Other
- $51,591
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $789,365
- Bonus
- $489,731
- Other
- $55,830
- Deferred
- $34,500
- Nontaxable benefits
- $17,091
- Filer's total
- $1,386,517
-
Maeve Hartney
Chief Programs Officer
- Total calculated
- $530,201
- From this org
- $467,825
- From related orgs
- $0
- Other
- $62,376
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $303,077
- Bonus
- $150,920
- Other
- $13,828
- Deferred
- $34,500
- Nontaxable benefits
- $27,876
- Filer's total
- $530,201
-
Lowell Partridge
Ass't Treasurer & CFO
- Total calculated
- $527,812
- From this org
- $480,681
- From related orgs
- $0
- Other
- $47,131
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $310,846
- Bonus
- $132,231
- Other
- $37,605
- Deferred
- $34,500
- Nontaxable benefits
- $12,631
- Filer's total
- $527,813
-
Eric Bird
Chief Operating Officer
- Total calculated
- $512,475
- From this org
- $473,512
- From related orgs
- $0
- Other
- $38,963
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $327,918
- Bonus
- $113,508
- Other
- $32,086
- Deferred
- $34,500
- Nontaxable benefits
- $4,463
- Filer's total
- $512,475
-
Mary Marks
Chief Tuition Officer
- Total calculated
- $509,787
- From this org
- $453,026
- From related orgs
- $0
- Other
- $56,761
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $290,385
- Bonus
- $149,692
- Other
- $12,949
- Deferred
- $34,500
- Nontaxable benefits
- $22,261
- Filer's total
- $509,787
-
Joseph LoDato
VP, Human Resources
- Total calculated
- $397,427
- From this org
- $336,954
- From related orgs
- $0
- Other
- $60,473
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $249,615
- Bonus
- $75,000
- Other
- $12,338
- Deferred
- $32,876
- Nontaxable benefits
- $27,596
- Filer's total
- $397,425
-
Stephen August
VP, Marketing
- Total calculated
- $388,610
- From this org
- $335,445
- From related orgs
- $0
- Other
- $53,165
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,615
- Bonus
- $75,000
- Other
- $33,830
- Deferred
- $30,992
- Nontaxable benefits
- $22,173
- Filer's total
- $388,610
-
Christopher Heppner
VP, Communications
- Total calculated
- $380,139
- From this org
- $322,126
- From related orgs
- $0
- Other
- $58,013
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,538
- Bonus
- $75,000
- Other
- $10,588
- Deferred
- $31,346
- Nontaxable benefits
- $26,667
- Filer's total
- $380,139
-
John McCarthy
Chief Information Officer
- Total calculated
- $370,203
- From this org
- $336,286
- From related orgs
- $0
- Other
- $33,917
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $249,615
- Bonus
- $75,000
- Other
- $11,671
- Deferred
- $32,836
- Nontaxable benefits
- $1,080
- Filer's total
- $370,202
-
Katie Ingalls
VP, Strategy & Operations
- Total calculated
- $364,221
- From this org
- $321,572
- From related orgs
- $0
- Other
- $42,649
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,538
- Bonus
- $75,000
- Other
- $10,033
- Deferred
- $31,346
- Nontaxable benefits
- $11,303
- Filer's total
- $364,220
-
Rachel Louis Hamilton
Clerk
- Total calculated
- $200,641
- From this org
- $182,496
- From related orgs
- $0
- Other
- $18,145
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,808
- Bonus
- $13,987
- Other
- $1,701
- Deferred
- $17,422
- Nontaxable benefits
- $724
- Filer's total
- $200,642
-
Alexander Toth
Ass't Clerk
- Total calculated
- $150,327
- From this org
- $136,372
- From related orgs
- $0
- Other
- $13,955
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,770
- Bonus
- $11,981
- Other
- $1,622
- Deferred
- $13,406
- Nontaxable benefits
- $549
- Filer's total
- $150,328
-
Ralph Fuccillo
Chair & Director
- Total calculated
- $0
- Hours/week
- 4
-
Judith Allen Ferretti
Vice Chair & Director
- Total calculated
- $0
- Hours/week
- 2
-
Sharon M Matthews
Vice Chair & Director
- Total calculated
- $0
- Hours/week
- 2
-
Kate Walker
Treasurer (eff 06/25) & Director
- Total calculated
- $0
- Hours/week
- 3
-
Sandra Willen
Treasurer & Director (thru 6/25)
- Total calculated
- $0
- Hours/week
- 3
-
Michael Crotty
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Elizabeth Main
Director
- Total calculated
- $0
- Hours/week
- 1
-
George Moose
Director
- Total calculated
- $0
- Hours/week
- 1
-
Paul Nelson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Susan D Page
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jane Reardon
Director
- Total calculated
- $0
- Hours/week
- 1
-
Morrison DeSoto Webb
Director
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 4
- In July 2022, Road Scholar established a non-qualified deferred compensation plan under Internal Revenue Code Section 457(f) for the CFO. The Plan is subject to certain vesting requirements. The amount funded in 2022 vested in July 2025.
- Schedule J, Part I, Line 7
- The Board and the President authorized and the Organization paid variable compensation to regular (non-seasonal) employees in June 2024. Amounts were determined by role and compensation earned during FY24.
- Schedule J, Part II
- In the event of termination of employment other than for cause, Road Scholar will continue to pay the President's base salary for 24 months from date of involuntary termination and conditioned upon signing a release of claims within 21 days. In the event of voluntary termination of employment, Road Scholar will retain the President's services as a consultant for a period of two years or longer, at the discretion of the Board. In no event will consultation hours exceed 20/week or 40/month.
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.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543189349304959
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