ELDERPLAN INC (EIN 112625096) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

DAVID WAGNER

Phone

7184917208

Tax Period

2023-01-01 to 2023-12-31

ELDERPLAN INC, founded in 1982, is a large national nonprofit in the Health Care sector that reported $1.6B in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

A MEDICARE MANAGED CARE AND MEDICAID MANAGED LONG TERM CARE PROGRAM.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,584,100,434

Investment Income $10,261,278

Other Revenue $0

TOTAL REVENUE $1,594,361,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,777,300

Fundraising Expenses $0

Program Expenses $1,327,160,599

Other Expenses $1,449,046,805

TOTAL EXPENSES $1,561,824,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,594,361,712	$1,259,573,317	+0.3%
Expenses	$1,561,824,105	$1,247,605,028	+0.3%
Net Income	$32,537,607	$11,968,289	+1.7%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

1141

Volunteers

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

$3,073,388

Total Directors

$1,499,598

Key Employees

$1,121,895

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WAGNER	CEO/PRESIDENT	20.93	Officer Director	$0	$138,798	$1,485,170
DAVID KOSCHITZKI	CHIEF FINANCIAL OFFICER	23.12	Officer	$0	$124,203	$820,536
CHRISTINA VAN VORT	CHIEF LEGAL OFFICER	23.54	Officer	$0	$87,581	$767,682
LAURISSA BURNS	CHIEF ADMINISTRATIVE OFFICER	35.0	Key Emp	$509,957	$60,119	$570,076
DIANA GELFAND	CHIEF CLINICAL OFFICER	35.0	Key Emp	$479,512	$72,307	$551,819
GILBERT BURGOS	ED OF MEDICAL AFFAIRS	29.0	Highest	$391,406	$75,782	$467,188
JOHN COLEMAN	VP OF FINANCE	35.0	Highest	$366,897	$80,822	$447,719
SAIFUL KHAN	SVP (TERM 3/27/23)	35.0	Highest	$392,264	$34,658	$426,922
JACLYN O'BRIEN	VP OF HEALTH ECONOMICS	35.0	Highest	$353,419	$50,791	$404,210
CRAIG AZOFF	SVP, ELDERPLAN INFO SVCS.	35.0	Highest	$351,141	$29,811	$380,952
BARBARA LATESTA	DIRECTOR	0.5	Director	$14,428	$0	$14,428
BRADLEY FLUEGEL	CHAIRMAN	0.5	Officer Director	$0	$0	$0
ARTHUR GOSHIN	VICE CHAIRMAN	0.5	Officer Director	$0	$0	$0
AMIR KISHON	SECRETARY	0.5	Officer Director	$0	$0	$0
PETER BAILEY	TREASURER	0.5	Director	$0	$0	$0
BURTON ESRIG	DIRECTOR	0.5	Director	$0	$0	$0
ELI FELDMAN	DIRECTOR	0.5	Director	$0	$0	$0
CARI ALMO GALLMAN	DIRECTOR	0.5	Director	$0	$0	$0
STEPHEN JACKSON	DIRECTOR	0.5	Director	$0	$0	$0
DANIELLE ROLLMANN	DIRECTOR	0.5	Director	$0	$0	$0
IRA ROSEN	DIRECTOR	0.5	Director	$0	$0	$0
TINA SADARANGANI	DIRECTOR	0.5	Director	$0	$0	$0
JAY TALBOT	DIRECTOR	0.5	Director	$0	$0	$0
JAMES WILLIS	DIRECTOR	0.5	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
2024	No data	No data	No data	No data
2023	$1,594,361,712	$1,561,824,105	$678,009,254	$32,537,607
2022	$1,259,573,317	$1,247,605,028	$501,767,408	$11,968,289
2021	$1,142,003,022	$1,121,689,777	$441,011,488	$20,313,245
2020	$1,190,934,065	$1,128,662,067	$392,708,489	$62,271,998
2019	$1,221,934,241	$1,187,008,156	$299,700,880	$34,926,085
2018	$1,088,227,056	$1,067,010,463	$275,529,878	$21,216,593

ELDERPLAN INC