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Nonprofiteer
← ELDERPLAN INC

Form 990 for tax year 2023

Filed by ELDERPLAN INC.

Totals

Total revenue
$1,594,361,712
Total expenses
$1,561,824,105
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$1,327,160,599
Management and general expenses
$234,663,506
Fundraising expenses
$0
Program service expenses (Part III)
$1,327,160,599

Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID WAGNER

    CEO/PRESIDENT

    Total calculated
    $1,485,170
    From this org
    $0
    From related orgs
    $1,346,372
    Other
    $138,798
    Hours/week
    20.93 + 13.57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,084,208 related
    Bonus
    $0 + $195,000 related
    Other
    $0 + $67,164 related
    Deferred
    $0 + $56,925 related
    Nontaxable benefits
    $0 + $81,873 related
    Filer's total
    $0 + $1,485,170 related

  • DAVID KOSCHITZKI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $820,536
    From this org
    $0
    From related orgs
    $696,333
    Other
    $124,203
    Hours/week
    23.12 + 11.38 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,608 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $44,225 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $78,003 related
    Filer's total
    $0 + $820,536 related

  • CHRISTINA VAN VORT

    CHIEF LEGAL OFFICER

    Total calculated
    $767,682
    From this org
    $0
    From related orgs
    $680,101
    Other
    $87,581
    Hours/week
    23.54 + 11.46 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,423 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $30,178 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $41,381 related
    Filer's total
    $0 + $767,682 related

  • LAURISSA BURNS

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $570,076
    From this org
    $509,957
    From related orgs
    $0
    Other
    $60,119
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $418,366
    Bonus
    $49,200
    Other
    $42,391
    Deferred
    $33,000
    Nontaxable benefits
    $27,119
    Filer's total
    $570,076

  • DIANA GELFAND

    CHIEF CLINICAL OFFICER

    Total calculated
    $551,819
    From this org
    $479,512
    From related orgs
    $0
    Other
    $72,307
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $415,289
    Bonus
    $49,200
    Other
    $15,023
    Deferred
    $33,000
    Nontaxable benefits
    $39,307
    Filer's total
    $551,819

  • GILBERT BURGOS

    ED OF MEDICAL AFFAIRS

    Total calculated
    $467,188
    From this org
    $391,406
    From related orgs
    $0
    Other
    $75,782
    Hours/week
    29 + 6 related

    Schedule J breakdown matched by us

    Base
    $351,101
    Bonus
    $25,004
    Other
    $15,301
    Deferred
    $23,925
    Nontaxable benefits
    $51,857
    Filer's total
    $467,188

  • JOHN COLEMAN

    VP OF FINANCE

    Total calculated
    $447,719
    From this org
    $366,897
    From related orgs
    $0
    Other
    $80,822
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $320,332
    Bonus
    $22,750
    Other
    $23,815
    Deferred
    $23,925
    Nontaxable benefits
    $56,897
    Filer's total
    $447,719

  • SAIFUL KHAN

    SVP (TERM 3/27/23)

    Total calculated
    $426,922
    From this org
    $392,264
    From related orgs
    $0
    Other
    $34,658
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $74,685
    Bonus
    $48,100
    Other
    $269,479
    Deferred
    $0
    Nontaxable benefits
    $34,658
    Filer's total
    $426,922

  • JACLYN O'BRIEN

    VP OF HEALTH ECONOMICS

    Total calculated
    $404,210
    From this org
    $353,419
    From related orgs
    $0
    Other
    $50,791
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $303,359
    Bonus
    $21,302
    Other
    $28,758
    Deferred
    $23,242
    Nontaxable benefits
    $27,549
    Filer's total
    $404,210

  • CRAIG AZOFF

    SVP, ELDERPLAN INFO SVCS.

    Total calculated
    $380,952
    From this org
    $351,141
    From related orgs
    $0
    Other
    $29,811
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $304,153
    Bonus
    $21,000
    Other
    $25,988
    Deferred
    $22,913
    Nontaxable benefits
    $6,898
    Filer's total
    $380,952

  • BARBARA LATESTA

    DIRECTOR

    Total calculated
    $14,428
    From this org
    $14,428
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • BRADLEY FLUEGEL

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • ARTHUR GOSHIN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • AMIR KISHON

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PETER BAILEY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • BURTON ESRIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • ELI FELDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • CARI ALMO GALLMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • STEPHEN JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DANIELLE ROLLMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 6 related

  • IRA ROSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TINA SADARANGANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAY TALBOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • JAMES WILLIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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)

PART I, LINE 3:
THE SALARIES FOR THE EXECUTIVES ARE DETERMINED BY METROPOLITAN JEWISH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. THE METHODS UTILIZED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, REVIEW OF THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE COMPENSATION COMMITTE OF THE BOARD.
PART I, LINE 7:
BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MJGC CORP

    C CORPORATION · HOLDING COMPANY · NY · share of income $0 · share of assets $0

    Directly controlled by MJHS

  • MJHS SOLUTIONS INC

    C CORPORATION · HOLDING COMPANY · NY · share of income $0 · share of assets $0

    Directly controlled by MJHS FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443169349303929

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