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ELDERPLAN INC

EIN 11-2625096 NEW YORK, NY

Revenue 2024
$2,045,758,096
Expenses 2024
$1,983,292,460

Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E310
Classification
1000
Street
55 WATER ST 46TH FLOOR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • DAVID WAGNER

    CEO, PRESIDENT

    Total calculated
    $1,655,965
    From this org
    $0
    From related orgs
    $1,508,391
    Other
    $147,574
    Hours/week
    21.75 + 12.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,165,170 related
    Bonus
    $0 + $273,000 related
    Other
    $0 + $70,221 related
    Deferred
    $0 + $59,513 related
    Nontaxable benefits
    $0 + $88,061 related
    Filer's total
    $0 + $1,655,965 related

  • DAVID KOSCHITZKI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $863,294
    From this org
    $0
    From related orgs
    $727,248
    Other
    $136,046
    Hours/week
    23.62 + 10.88 related

    Schedule J breakdown matched by us

    Base
    $0 + $591,551 related
    Bonus
    $0 + $86,625 related
    Other
    $0 + $49,072 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $87,746 related
    Filer's total
    $0 + $863,294 related

  • CHRISTINA VAN VORT

    CHIEF LEGAL OFFICER

    Total calculated
    $828,857
    From this org
    $0
    From related orgs
    $738,027
    Other
    $90,830
    Hours/week
    24.05 + 10.95 related

    Schedule J breakdown matched by us

    Base
    $0 + $590,389 related
    Bonus
    $0 + $84,975 related
    Other
    $0 + $62,663 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $42,530 related
    Filer's total
    $0 + $828,857 related

  • Francisco Polanco

    SVP of Business DEV & GROWTH

    Total calculated
    $654,148
    From this org
    $547,761
    From related orgs
    $0
    Other
    $106,387
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $345,701
    Bonus
    $187,700
    Other
    $14,360
    Deferred
    $25,013
    Nontaxable benefits
    $81,374
    Filer's total
    $654,148

  • DIANA GELFAND

    CHIEF CLINICAL OFFICER

    Total calculated
    $586,033
    From this org
    $508,173
    From related orgs
    $0
    Other
    $77,860
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $441,048
    Bonus
    $52,152
    Other
    $14,973
    Deferred
    $34,500
    Nontaxable benefits
    $43,360
    Filer's total
    $586,033

  • GILBERT BURGOS MD

    ED OF MEDICAL AFFAIRS

    Total calculated
    $560,436
    From this org
    $481,035
    From related orgs
    $0
    Other
    $79,401
    Hours/week
    29 + 6 related

    Schedule J breakdown matched by us

    Base
    $362,319
    Bonus
    $98,267
    Other
    $20,449
    Deferred
    $25,013
    Nontaxable benefits
    $54,388
    Filer's total
    $560,436

  • JOHN COLEMAN

    VP OF FINANCE

    Total calculated
    $472,467
    From this org
    $385,194
    From related orgs
    $0
    Other
    $87,273
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $336,842
    Bonus
    $23,800
    Other
    $24,552
    Deferred
    $25,013
    Nontaxable benefits
    $62,260
    Filer's total
    $472,467

  • JACLYN O'BRIEN

    VP OF HEALTH ECONOMICS

    Total calculated
    $419,624
    From this org
    $366,427
    From related orgs
    $0
    Other
    $53,197
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $315,137
    Bonus
    $21,941
    Other
    $29,349
    Deferred
    $23,926
    Nontaxable benefits
    $29,271
    Filer's total
    $419,624

  • CRAIG AZOFF

    SVP, ELDERPLAN INFO SVCS.

    Total calculated
    $393,427
    From this org
    $362,542
    From related orgs
    $0
    Other
    $30,885
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $315,450
    Bonus
    $21,630
    Other
    $25,462
    Deferred
    $23,587
    Nontaxable benefits
    $7,298
    Filer's total
    $393,427

  • LAURISSA BURNS

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $376,376
    From this org
    $323,542
    From related orgs
    $0
    Other
    $52,834
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $262,209
    Bonus
    $43,460
    Other
    $17,873
    Deferred
    $26,659
    Nontaxable benefits
    $26,175
    Filer's total
    $376,376

  • BARBARA LATESTA

    DIRECTOR

    Total calculated
    $14,430
    From this org
    $14,430
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • BURTON ESRIG

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • PETER BAILEY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • AMIR KISHON

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PATRICK BARLOW

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ELI FELDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • BRADLEY FLUEGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • CARI ALMO GALLMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ARTHUR GOSHIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 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

  • 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

  • IRA ROSEN

    DIRECTOR (TERM 8/24)

    Total calculated
    $0
    Hours/week
    0.5

The first 25 listed. 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $2,045,758,096
    Expenses
    $1,983,292,460
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $1,594,361,712
    Expenses
    $1,561,824,105
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $1,259,573,317
    Expenses
    $1,247,605,028
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.