ELDERHOSTEL INC (EIN 042632526) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

Lowell Partridge

Phone

6174267788

Tax Period

2023-07-01 to 2024-06-30

ELDERHOSTEL INC, founded in 1975, is a major nonprofit in the Recreation & Sports sector that reported $383.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $344.1M left a modest 10% surplus.

Mission

Elderhostel Inc., doing business as Road Scholar, sponsors, arranges or conducts educational programs around the world primarily for adults age 55 and older.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,892,923

Program Service Revenue $360,062,625

Investment Income $7,452,289

Other Revenue $13,301,766

TOTAL REVENUE $383,709,603

Expense Breakdown

Grants Paid $118,469

Salaries & Benefits $45,976,551

Fundraising Expenses $842,634

Program Expenses $316,541,612

Other Expenses $298,030,739

TOTAL EXPENSES $344,125,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$383,709,603	$344,940,076	+0.1%
Expenses	$344,125,759	$307,047,297	+0.1%
Net Income	$39,583,844	$37,892,779	+0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

544

Volunteers

150

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,839,538

Total Directors

Key Employees

$1,339,134

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Moses	President & CEO	40.00	Officer	$1,038,882	$53,055	$1,091,937
Eric Bird	Chief Operating Officer	40	Key Emp	$438,445	$37,313	$475,758
Lowell Partridge	Ass't Treasurer & CFO	40	Officer	$418,811	$45,299	$464,110
Maeve Hartney	Chief Programs Officer	40	Key Emp	$375,755	$58,225	$433,980
Mary Marks	Chief Tuition Officer	40	Key Emp	$374,846	$54,550	$429,396
Stephen August	VP, Marketing	40	Highest	$339,211	$52,985	$392,196
Joseph LoDato	VP, Human Resources	40	Highest	$282,870	$55,035	$337,905
John McCarthy	Chief Information Officer	40	Highest	$289,166	$29,613	$318,779
Christopher Heppner	VP, Communications	40	Highest	$253,359	$50,625	$303,984
Stuart Burke	VP, Program Accounting	40	Highest	$272,627	$28,936	$301,563
Alexander Toth	Ass't Clerk	40	Officer	$130,345	$13,347	$143,692
Rachel Louis Hamilton	Clerk	30.00	Officer	$126,839	$12,960	$139,799
Judith Allen Ferretti	Chair (thru 06/24), Vice Chair (eff 06/24) & Director	4	Officer Director	$0	$0	$0
Ralph Fuccillo	Chair & Director (eff 06/24)	4	Officer Director	$0	$0	$0
Ward William Dunn Jr	Vice Chair (thru 6/24) & Director	2.00	Officer Director	$0	$0	$0
George Moose	Vice Chair (thru 06/24) & Director	2	Officer Director	$0	$0	$0
Sharon M Matthews	Vice Chair & Director (eff 06/24)	2	Officer Director	$0	$0	$0
Sandra Willen	Treasurer & Director	3	Officer Director	$0	$0	$0
Michael Crotty	Director	1	Director	$0	$0	$0
Jennifer Elizabeth Main	Director (eff 06/24)	1	Director	$0	$0	$0
Paul Nelson	Director (eff 05/24)	1	Director	$0	$0	$0
Susan D Page	Director	1	Director	$0	$0	$0
Jane Reardon	Director	1	Director	$0	$0	$0
Kate Walker	Director (eff 05/24)	1	Director	$0	$0	$0
Morrison DeSoto Webb	Director	1	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$383,709,603	$344,125,759	$300,003,397	$39,583,844
2023	$344,940,076	$307,047,297	$229,991,445	$37,892,779
2022	$157,086,376	$158,077,826	$208,363,648	$-991,450
2021	$25,807,817	$37,131,476	$135,068,845	$-11,323,659
2020	$254,323,739	$278,166,818	$129,859,925	$-23,843,079
2019	$389,880,650	$386,403,568	$216,566,045	$3,477,082

ELDERHOSTEL INC