Nonprofit · EIN 04-2632526
ELDERHOSTEL INC
Also known as DBA ROAD SCHOLAR
Tax-exempt · BOSTON, MA 02205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $445,959,787 | $401,004,482 | $44,955,305 | $384,003,668 | $199,949,686 | $184,053,982 |
| June 30, 2024 | 990 | $383,709,603 | $344,125,759 | $39,583,844 | $300,003,397 | $184,786,870 | $115,216,527 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,041,921
- Program service revenue
- $419,817,237
- Investment income
- $9,945,921
- Royalties
- $11,406
- Net rental income
- $141,017
- Net gain from sales of assets
- $1,280,559
- Other revenue
- $13,154,708
Expenses
- Grants and similar amounts paid
- $195,156
- Compensation of officers, directors and key employees
- $3,934,285
- Other salaries and wages
- $45,367,722
- Salaries, compensation and benefits (total)
- $59,022,397
- Professional fundraising fees
- $0
- Legal fees
- $143,494
- Accounting fees
- $140,785
- Occupancy
- $435,243
- Travel
- $1,034,071
- Depreciation
- $1,141,444
- Program services (functional)
- $371,130,213
- Management and general (functional)
- $29,044,228
- Fundraising (functional)
- $830,041
Balance sheet and other
- Total assets, start of year
- $300,003,397
- Total assets, end of year
- $384,003,668
- Total liabilities, end of year
- $199,949,686
- Net assets, end of year
- $184,053,982
- Land, buildings and equipment
- $6,368,440
- Publicly traded securities
- $245,348,302
- Net assets without donor restrictions
- $178,956,599
- Net assets with donor restrictions
- $5,097,383
- Gross unrelated business income
- $12,155,371
- Gross receipts
- $505,362,001
- Employees
- 574
- Volunteers
- 150
- Year formed
- 1975
- State of legal domicile
- MA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James Moses | President & CEO Officer | 40 | $1,334,926 | $51,591 |
| Maeve Hartney | Chief Programs Officer Key employee | 40 | $467,825 | $62,376 |
| Lowell Partridge | Ass't Treasurer & CFO Officer | 40 | $480,681 | $47,131 |
| Eric Bird | Chief Operating Officer Key employee | 40 | $473,512 | $38,963 |
| Mary Marks | Chief Tuition Officer Key employee | 40 | $453,026 | $56,761 |
| Joseph LoDato | VP, Human Resources Highest-paid employee | 40 | $336,954 | $60,473 |
| Stephen August | VP, Marketing Highest-paid employee | 40 | $335,445 | $53,165 |
| Christopher Heppner | VP, Communications Highest-paid employee | 40 | $322,126 | $58,013 |
| John McCarthy | Chief Information Officer Highest-paid employee | 40 | $336,286 | $33,917 |
| Katie Ingalls | VP, Strategy & Operations Highest-paid employee | 40 | $321,572 | $42,649 |
| Rachel Louis Hamilton | Clerk Officer | 40 | $182,496 | $18,145 |
| Alexander Toth | Ass't Clerk Officer | 40 | $136,372 | $13,955 |
| Ralph Fuccillo | Chair & Director Trustee or director, Officer | 4 | $0 | $0 |
| Judith Allen Ferretti | Vice Chair & Director Trustee or director, Officer | 2 | $0 | $0 |
| Sharon M Matthews | Vice Chair & Director Trustee or director, Officer | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kate Walker | Treasurer (eff 06/25) & Director Trustee or director, Officer | 3 | $0 |
| Sandra Willen | Treasurer & Director (thru 6/25) Trustee or director, Officer | 3 | $0 |
| Michael Crotty | Director Trustee or director | 1 | $0 |
| Jennifer Elizabeth Main | Director Trustee or director | 1 | $0 |
| George Moose | Director Trustee or director | 1 | $0 |
| Paul Nelson | Director Trustee or director | 1 | $0 |
| Susan D Page | Director Trustee or director | 1 | $0 |
| Jane Reardon | Director Trustee or director | 1 | $0 |
| Morrison DeSoto Webb | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James Moses | President & CEO Officer | 40 | $1,038,882 | $53,055 |
| Eric Bird | Chief Operating Officer Key employee | 40 | $438,445 | $37,313 |
| Lowell Partridge | Ass't Treasurer & CFO Officer | 40 | $418,811 | $45,299 |
| Maeve Hartney | Chief Programs Officer Key employee | 40 | $375,755 | $58,225 |
| Mary Marks | Chief Tuition Officer Key employee | 40 | $374,846 | $54,550 |
| Stephen August | VP, Marketing Highest-paid employee | 40 | $339,211 | $52,985 |
| Joseph LoDato | VP, Human Resources Highest-paid employee | 40 | $282,870 | $55,035 |
| John McCarthy | Chief Information Officer Highest-paid employee | 40 | $289,166 | $29,613 |
| Christopher Heppner | VP, Communications Highest-paid employee | 40 | $253,359 | $50,625 |
| Stuart Burke | VP, Program Accounting Highest-paid employee | 40 | $272,627 | $28,936 |
| Alexander Toth | Ass't Clerk Officer | 40 | $130,345 | $13,347 |
| Rachel Louis Hamilton | Clerk Officer | 30 | $126,839 | $12,960 |
| Judith Allen Ferretti | Chair (thru 06/24), Vice Chair (eff 06/24) & Director Trustee or director, Officer | 4 | $0 | $0 |
| Ralph Fuccillo | Chair & Director (eff 06/24) Trustee or director, Officer | 4 | $0 | $0 |
| Ward William Dunn Jr | Vice Chair (thru 6/24) & Director Trustee or director, Officer | 2 | $0 | $0 |
| George Moose | Vice Chair (thru 06/24) & Director Trustee or director, Officer | 2 | $0 | $0 |
| Sharon M Matthews | Vice Chair & Director (eff 06/24) Trustee or director, Officer | 2 | $0 | $0 |
| Sandra Willen | Treasurer & Director Trustee or director, Officer | 3 | $0 | $0 |
| Michael Crotty | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Elizabeth Main | Director (eff 06/24) Trustee or director | 1 | $0 | $0 |
| Paul Nelson | Director (eff 05/24) Trustee or director | 1 | $0 | $0 |
| Susan D Page | Director Trustee or director | 1 | $0 | $0 |
| Jane Reardon | Director Trustee or director | 1 | $0 | $0 |
| Kate Walker | Director (eff 05/24) Trustee or director | 1 | $0 | $0 |
| Morrison DeSoto Webb | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 56033, BOSTON, MA 02205-6033
- In care of
- % JULIE MAHONEY
- Principal officer (990 for 2024)
- Lowell Partridge, PO Box 56033, Boston, MA 022056033
- Signed the 990
- Lowell Partridge, CFO and Assistant Treasurer
- Phone
- (617) 426-7788
- Website
- www.roadscholar.org
Mission
Elderhostel, Inc., which operates under the name Road Scholar, is a not-for-profit organization founded in 1975 for the purpose of sponsoring, arranging or conducting educational programs primarily for adults age 55 and older. Its mission is to inspire adults to learn, discover and travel. Road Scholar's learning adventures engage expert instructors, provide extraordinary access, and stimulate discourse and friendship among people who value lifelong learning. (Continued on Schedule O)
Program accomplishments
- Road Scholar's unique non ship-based educational programs held outside the United States (ranging in length from one to six weeks or more) provide a stimulating academic experience introducing participants to the arts, history, literature, culture, architecture and natural environment of their locations. They are designed to further cross-cultural understanding by forging direct connections between participants and local residents, experts and lecturers. Community service and multi-generational programs are also offered. Room, board and in most cases airfare are included in the cost. In fiscal year 2025, 46,556 enrollees participated in these programs.Expenses $180,636,519 · grants $13,593 · revenue $254,060,018
- Road Scholar's unique non ship-based educational programs in the United States (ranging in length from four days to three weeks) provide a stimulating academic experience exploring the arts, literature, sciences, history, culture, and environment of the United States. Some programs provide community service and others are designed to be multi-generational, allowing grandchildren, or adult children and their children, to attend. Room and board are included in the cost. In fiscal year 2025, 42,100 enrollees participated in these programs.Expenses $95,803,939 · grants $179,169 · revenue $118,311,523
- Road Scholar's Adventures Afloat programs (ranging in length from one week to four months) are ship-based learning adventures that allow participants to experience the educational wonders of broad regions connected by the world's oceans and waterways. Experts and professors provide stimulating educational programs on board, which are enhanced by field trips to experience the culture of local communities through related land components and lectures. Multi-generational programs are offered, and room and board are included in the cost, as is airfare for most programs. In fiscal year 2025, 8,837 enrollees participated in Adventures Afloat programs.Expenses $33,393,606 · revenue $46,704,971
- Road Scholar offers programs and lectures online through Zoom that match the educational content of on-site programs. The programs range from 10 to 30 hours over three to five days, while lectures, some of which are offered at no cost, run one to two hours, including opportunities to ask questions. In fiscal year 2025, 1,242 enrollees participated in multi-day online programs and 81,883 enrollees attended online paid and free lectures.Expenses $312,188 · grants $2,394 · revenue $740,725
- Nearly 17 million publications, including 15 million catalogs and brochures were produced and mailed to over 1.5 million households on Road Scholar's mailing list. Road Scholar's website, which provides program information, had 57.8 million page views from over 7.5 million unique visitors. In FY25, Road Scholar appeared on media sites and in publications and articles that receive more than 19.5 billion unique visitors monthly.Expenses $30,055,347 · revenue $195,624
- Over 175 workers in the United States and internationally collaborated with over 1,500 providers and vendors to develop, operate, oversee, and evaluate 4,679 departure dates of 696 unique programs, and 191 virtual programs and lectures.Expenses $16,622,945 · revenue $186,655
- Our 110-seat Participant Services Center handled over 285,000 inbound telephone calls and made approximately 34,000 outbound telephone calls to inquirers and enrollees that resulted in over 76,000 enrollment, cancellation, transfer and contribution transactions. They also responded to over 76,000 emails. In addition, the 56-seat Travel Services Center handled over 62,000 inbound telephone calls and made over 26,000 outbound calls to enrollees who desired assistance in making, changing or cancelling their travel flight arrangements to Road Scholar programs. This team also responded to over 6,000 emails and booked over 129,000 flight segments for enrolled participants.Expenses $14,305,669 · revenue $464,635
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2632526
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N500)
- Assets (IRS master file)
- $384,003,668
- Income (IRS master file)
- $505,362,001
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $445,959,787 | $401,004,482 | $384,003,668 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $383,709,603 | $344,125,759 | $300,003,397 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $344,940,076 | $307,047,297 | $229,991,445 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 04-2632526).
Questions about ELDERHOSTEL INC
- What is the EIN of ELDERHOSTEL INC?
- The employer identification number (EIN) of ELDERHOSTEL INC is 04-2632526.
- Is ELDERHOSTEL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to ELDERHOSTEL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ELDERHOSTEL 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 ELDERHOSTEL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELDERHOSTEL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ELDERHOSTEL INC?
- The 990 for the year ended June 30, 2025 names Lowell Partridge.
- Who are the officers and directors of ELDERHOSTEL INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 12 received compensation from the organization, the highest $1,334,926 (James Moses, President & CEO).
- How much revenue does ELDERHOSTEL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $445,959,787, expenses of $401,004,482 and total assets of $384,003,668 at year end.
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