Nonprofit · EIN 11-2625096
ELDERPLAN INC
Tax-exempt · NEW YORK, NY 10041
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,045,758,096 | $1,983,292,460 | $62,465,636 | $754,376,002 | $397,941,715 | $356,434,287 |
| December 31, 2023 | 990 | $1,594,361,712 | $1,561,824,105 | $32,537,607 | $678,009,254 | $389,813,383 | $288,195,871 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,026,469,045
- Investment income
- $19,289,051
- Net gain from sales of assets
- $770,472
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $962,409
- Other salaries and wages
- $122,482,286
- Salaries, compensation and benefits (total)
- $156,353,294
- Professional fundraising fees
- $0
- Legal fees
- $468,883
- Accounting fees
- $555,909
- Occupancy
- $7,445,975
- Travel
- $306,338
- Depreciation
- $4,301,603
- Program services (functional)
- $1,707,716,219
- Management and general (functional)
- $275,576,241
Balance sheet and other
- Total assets, start of year
- $678,009,254
- Total assets, end of year
- $754,376,002
- Total liabilities, end of year
- $397,941,715
- Net assets, end of year
- $356,434,287
- Land, buildings and equipment
- $32,868,262
- Publicly traded securities
- $268,176,728
- Net assets without donor restrictions
- $356,434,287
- Gross receipts
- $2,106,067,895
- Employees
- 1,314
- Volunteers
- 16
- Year formed
- 1982
- State of legal domicile
- NY
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID WAGNER | CEO, PRESIDENT Trustee or director, Officer | 21.75 | $0 | $1,508,391 | $147,574 |
| DAVID KOSCHITZKI | CHIEF FINANCIAL OFFICER Officer | 23.62 | $0 | $727,248 | $136,046 |
| CHRISTINA VAN VORT | CHIEF LEGAL OFFICER Officer | 24.05 | $0 | $738,027 | $90,830 |
| Francisco Polanco | SVP of Business DEV & GROWTH Highest-paid employee | 35 | $547,761 | $0 | $106,387 |
| DIANA GELFAND | CHIEF CLINICAL OFFICER Key employee | 35 | $508,173 | $0 | $77,860 |
| GILBERT BURGOS MD | ED OF MEDICAL AFFAIRS Highest-paid employee | 29 | $481,035 | $0 | $79,401 |
| JOHN COLEMAN | VP OF FINANCE Highest-paid employee | 35 | $385,194 | $0 | $87,273 |
| JACLYN O'BRIEN | VP OF HEALTH ECONOMICS Highest-paid employee | 35 | $366,427 | $0 | $53,197 |
| CRAIG AZOFF | SVP, ELDERPLAN INFO SVCS. Highest-paid employee | 35 | $362,542 | $0 | $30,885 |
| LAURISSA BURNS | CHIEF ADMINISTRATIVE OFFICER Key employee | 35 | $323,542 | $0 | $52,834 |
| BARBARA LATESTA | DIRECTOR Trustee or director | 0.5 | $14,430 | $0 | $0 |
| BURTON ESRIG | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PETER BAILEY | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| AMIR KISHON | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PATRICK BARLOW | TREASURER Trustee or director | 0.5 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELI FELDMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| BRADLEY FLUEGEL | DIRECTOR Trustee or director | 0.5 | $0 |
| CARI ALMO GALLMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| ARTHUR GOSHIN | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHEN JACKSON | DIRECTOR Trustee or director | 0.5 | $0 |
| DANIELLE ROLLMANN | DIRECTOR Trustee or director | 0.5 | $0 |
| TINA SADARANGANI | DIRECTOR Trustee or director | 0.5 | $0 |
| JAY TALBOT | DIRECTOR Trustee or director | 0.5 | $0 |
| JAMES WILLIS | DIRECTOR Trustee or director | 0.5 | $0 |
| IRA ROSEN | DIRECTOR (TERM 8/24) Trustee or director | 0.5 | $0 |
| BENNY SOFFER | DIRECTOR (7/24 - 9/24) Trustee or director | 0.5 | $0 |
| DANIEL WOLFSON | DIRECTOR (7/24-11/24) Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID WAGNER | CEO/PRESIDENT Trustee or director, Officer | 20.93 | $0 | $1,346,372 | $138,798 |
| DAVID KOSCHITZKI | CHIEF FINANCIAL OFFICER Officer | 23.12 | $0 | $696,333 | $124,203 |
| CHRISTINA VAN VORT | CHIEF LEGAL OFFICER Officer | 23.54 | $0 | $680,101 | $87,581 |
| LAURISSA BURNS | CHIEF ADMINISTRATIVE OFFICER Key employee | 35 | $509,957 | $0 | $60,119 |
| DIANA GELFAND | CHIEF CLINICAL OFFICER Key employee | 35 | $479,512 | $0 | $72,307 |
| GILBERT BURGOS | ED OF MEDICAL AFFAIRS Highest-paid employee | 29 | $391,406 | $0 | $75,782 |
| JOHN COLEMAN | VP OF FINANCE Highest-paid employee | 35 | $366,897 | $0 | $80,822 |
| SAIFUL KHAN | SVP (TERM 3/27/23) Highest-paid employee | 35 | $392,264 | $0 | $34,658 |
| JACLYN O'BRIEN | VP OF HEALTH ECONOMICS Highest-paid employee | 35 | $353,419 | $0 | $50,791 |
| CRAIG AZOFF | SVP, ELDERPLAN INFO SVCS. Highest-paid employee | 35 | $351,141 | $0 | $29,811 |
| BARBARA LATESTA | DIRECTOR Trustee or director | 0.5 | $14,428 | $0 | $0 |
| BRADLEY FLUEGEL | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ARTHUR GOSHIN | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| AMIR KISHON | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PETER BAILEY | TREASURER Trustee or director | 0.5 | $0 | $0 | $0 |
| BURTON ESRIG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ELI FELDMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CARI ALMO GALLMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| STEPHEN JACKSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DANIELLE ROLLMANN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| IRA ROSEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TINA SADARANGANI | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAY TALBOT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES WILLIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 WATER ST 46TH FLOOR, NEW YORK, NY 10041-3211
- In care of
- % DAVID KOSCHITZKI
- Principal officer (990 for 2024)
- DAVID WAGNER, 55 WATER ST 46th FLOOR, NEW YORK, NY 10041
- Signed the 990
- DAVID WAGNER, CEO, PRESIDENT
- Phone
- (718) 491-7208
- Website
- WWW.ELDERPLAN.ORG
- Return prepared by
- WithumSmithBrown PC
Mission
ELDERPLAN (WHICH INCLUDES HOMEFIRST - ONE OF THE OLDEST, AND TODAY ONE OF THE LARGEST AND MOST HIGHLY-RATED MANAGED LONG-TERM CARE PLANS IN NY STATE), IS A HEALTH PLAN WITH MEDICARE AND MEDICAID CONTRACTS. ELDERPLAN STARTED AS ONE OF THE ORIGINAL SOCIAL HEALTH MAINTENANCE ORGANIZATIONS IN THE COUNTRY. MORE THAN 35 YEARS LATER, ELDERPLAN, A MEMBER OF MJHS HEALTH SYSTEM, CARRIES ON THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907. ELDERPLAN IS A NOT-FOR-PROFIT HEALTH PLAN COMMITTED TO SUPPORTING, GUIDING AND CARING FOR ADULTS 65 AND OVER AND INDIVIDUALS 18+ WITH SPECIAL NEEDS IN NEW YORK STATE, EMPOWERING THEM TO ACHIEVE THEIR GREATEST LEVEL OF INDEPENDENCE AND QUALITY OF LIFE THROUGH PIONEERING HEALTH CARE AND SOCIAL SUPPORT PROGRAMS.
Program accomplishments
- A NOT-FOR-PROFIT HEALTH PLAN THAT'S DEDICATED TO CARING FOR NEW YORKERS, ELDERPLAN (INCLUDING HOMEFIRST - ONE OF THE OLDEST, AND TODAY ONE OF THE LARGEST AND MOST HIGHLY-RATED, MANAGED LONG-TERM CARE PLANS IN NY STATE) IS COMMITTED TO SERVING THE NEEDS OF AT-RISK, LARGELY DUAL-ELEGIBLE, MEMBERS OF THE COMMUNITY OF ALL RELIGIOUS AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS. A MEMBER OF THE MJHS HEALTH SYSTEM FAMILY, ELDERPLAN CARRIES ON A TRADITION OF COMPASSION, DIGINITY AND RESPECT, FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907. ELDERPLAN OFFERS SPECIAL NEEDS PLANS TO HELP BENEFICIARIES RECEIVE THE SUPPORT, GUIDANCE, CARE COORDINATION AND HEALTH-RELATED SERVICES NECESSARY FOR THEM TO REMAIN SAFELY AT HOME. ELDERPLAN ALSO OFFERS HEALTH PLANS FOR BENEFICIARIES WHO LIVE IN CONTRACTED NURSING HOMES AND ASSISTED LIVING COMMUNITIES. AS A NOT-FOR-PROFIT, ELDERPLAN REINVESTS EARNINGS TO BRING ITS MEMBERS IMPROVED BENEFITS. ELDERPLAN BELIEVES THAT HEALTH CARE IS MORE THAN JUST CARING FOR PEOPLE, IT'S CARING ABOUT THEM TOO. AS OF 12/31/2024, ELDERPLAN (INCLUSIVE OF HOMEFIRST) CARED FOR 44,793 MEMBERS ACROSS NYC, WESTCHESTER, NASSAU, SUFFOLK, PUTNAM, ROCKLAND, DUCHESS, ONTARIO, ORLEANS, SENECA, SULLIVAN, ULSTER, YATES, LIVINGSTON ORANGE, AND MONROE COUNTIES.Expenses $1,707,716,219 · revenue $2,026,469,045
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 11-2625096
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E310)
- Assets (IRS master file)
- $754,376,002
- Income (IRS master file)
- $2,106,067,895
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,045,758,096 | $1,983,292,460 | $754,376,002 | IRS |
| 990 | December 2023 | $1,594,361,712 | $1,561,824,105 | $678,009,254 | XML |
| 990 | December 2022 | $1,259,573,317 | $1,247,605,028 | $501,767,408 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 11-2625096).
Questions about ELDERPLAN INC
- What is the EIN of ELDERPLAN INC?
- The employer identification number (EIN) of ELDERPLAN INC is 11-2625096.
- Is ELDERPLAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to ELDERPLAN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ELDERPLAN INC 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 ELDERPLAN INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELDERPLAN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ELDERPLAN INC?
- The 990 for the year ended December 31, 2024 names DAVID WAGNER.
- Who are the officers and directors of ELDERPLAN INC?
- The 990 for the year ended December 31, 2024 lists 27 people; 8 received compensation from the organization.
- How much revenue does ELDERPLAN INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,045,758,096, expenses of $1,983,292,460 and total assets of $754,376,002 at year end.
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