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Nonprofiteer
← ELDERPLAN INC

Form 990 for tax year 2022

Filed by ELDERPLAN INC.

Totals

Total revenue
$1,259,573,317
Total expenses
$1,247,605,028
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,256,923,265
Investment income
$2,650,052
Other revenue
$0
Total assets, end of year
$501,767,408
Total liabilities, end of year
$260,353,338
Net assets or fund balances, end of year
$241,414,070
Program services expenses (Part IX)
$1,059,829,304
Management and general expenses
$187,775,724
Fundraising expenses
$0
Program service expenses (Part III)
$1,059,829,304

Program services were 84.9% 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
    $1,255,914
    From this org
    $0
    From related orgs
    $1,134,355
    Other
    $121,559
    Hours/week
    21.81 + 12.69 related

    Schedule J breakdown matched by us

    Base
    $0 + $962,093 related
    Bonus
    $0 + $108,501 related
    Other
    $0 + $63,761 related
    Deferred
    $0 + $52,613 related
    Nontaxable benefits
    $0 + $68,946 related
    Filer's total
    $0 + $1,255,914 related

  • ALEXANDER BALKO

    FORMER CEO

    Total calculated
    $1,091,605
    From this org
    $0
    From related orgs
    $992,892
    Other
    $98,713
    Hours/week
    0 + 18.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $774,851 related
    Bonus
    $0 + $214,585 related
    Other
    $0 + $3,456 related
    Deferred
    $0 + $52,613 related
    Nontaxable benefits
    $0 + $46,100 related
    Filer's total
    $0 + $1,091,605 related

  • DAVID KOSCHITZKI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $733,740
    From this org
    $0
    From related orgs
    $626,673
    Other
    $107,067
    Hours/week
    23.34 + 11.16 related

    Schedule J breakdown matched by us

    Base
    $0 + $540,882 related
    Bonus
    $0 + $43,177 related
    Other
    $0 + $42,614 related
    Deferred
    $0 + $42,700 related
    Nontaxable benefits
    $0 + $64,367 related
    Filer's total
    $0 + $733,740 related

  • ROBERT LEAMER

    FORMER ASST. SECRETARY

    Total calculated
    $634,782
    From this org
    $0
    From related orgs
    $508,818
    Other
    $125,964
    Hours/week
    0 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,072 related
    Bonus
    $0 + $54,653 related
    Other
    $0 + $72,093 related
    Deferred
    $0 + $52,613 related
    Nontaxable benefits
    $0 + $73,351 related
    Filer's total
    $0 + $634,782 related

  • SAIFUL KHAN

    SVP, HEALTH PLAN SALES

    Total calculated
    $604,032
    From this org
    $531,916
    From related orgs
    $0
    Other
    $72,116
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $330,660
    Bonus
    $175,470
    Other
    $25,786
    Deferred
    $22,113
    Nontaxable benefits
    $50,003
    Filer's total
    $604,032

  • LAURISSA BURNS

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $555,290
    From this org
    $502,131
    From related orgs
    $0
    Other
    $53,159
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $410,101
    Bonus
    $50,827
    Other
    $41,203
    Deferred
    $30,500
    Nontaxable benefits
    $22,659
    Filer's total
    $555,290

  • DIANA GELFAND

    CHIEF CLINICAL OFFICER

    Total calculated
    $543,550
    From this org
    $468,995
    From related orgs
    $0
    Other
    $74,555
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $402,068
    Bonus
    $50,798
    Other
    $16,129
    Deferred
    $30,500
    Nontaxable benefits
    $44,055
    Filer's total
    $543,550

  • CHRISTINA VAN VORT

    ASST. SECRETARY (AS OF 01/22)

    Total calculated
    $531,811
    From this org
    $0
    From related orgs
    $509,863
    Other
    $21,948
    Hours/week
    23.75 + 11.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,304 related
    Bonus
    $0
    Other
    $0 + $14,559 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,948 related
    Filer's total
    $0 + $531,811 related

  • GILBERT BURGOS

    EXECUTIVE DIRECTOR OF MEDICAL

    Total calculated
    $448,818
    From this org
    $388,993
    From related orgs
    $0
    Other
    $59,825
    Hours/week
    29 + 6 related

    Schedule J breakdown matched by us

    Base
    $349,279
    Bonus
    $24,276
    Other
    $15,438
    Deferred
    $22,113
    Nontaxable benefits
    $37,712
    Filer's total
    $448,818

  • JACLYN O'BRIEN

    VP OF HEALTH ECONOMICS

    Total calculated
    $391,916
    From this org
    $348,256
    From related orgs
    $0
    Other
    $43,660
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $299,400
    Bonus
    $20,681
    Other
    $28,175
    Deferred
    $22,113
    Nontaxable benefits
    $21,547
    Filer's total
    $391,916

  • JOHN COLEMAN

    VP OF FINANCE

    Total calculated
    $381,452
    From this org
    $341,643
    From related orgs
    $0
    Other
    $39,809
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $315,386
    Bonus
    $15,687
    Other
    $10,570
    Deferred
    $0
    Nontaxable benefits
    $39,809
    Filer's total
    $381,452

  • CRAIG AZOFF

    SVP, ELDERPLAN INFORMATION SVC

    Total calculated
    $376,110
    From this org
    $347,398
    From related orgs
    $0
    Other
    $28,712
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $302,264
    Bonus
    $18,378
    Other
    $26,756
    Deferred
    $22,113
    Nontaxable benefits
    $6,599
    Filer's total
    $376,110

  • BARBARA LATESTA

    DIRECTOR

    Total calculated
    $13,390
    From this org
    $13,390
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • BRADLEY FLUEGEL

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • ARTHUR GOSHIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • AMIR KISHON

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • WILLIAM GORMLEY SR

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • PETER BAILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ELI FELDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4 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 + 5.5 related

  • TINA SADARANGANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAY TALBOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • JAMES WILLIS

    DIRECTOR (AS OF 03/22)

    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 COMMITTEE 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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202323149349302487

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