Civic Intelligence

Elderhostel Inc DBA Road Scholar

990 • Fiscal year 2011 • EIN 04-2632526

Oct 01, 2010 to Sep 30, 2011 • Filed on Mar 09, 2012

11 Avenue de Lafayette02111-1746
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.62x

Higher debt load relative to assets than 71% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

40th percentile

2.5%

Faster asset growth than 40% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$81,646,010

Up $2,008,688 (+2.5%) from 2010

Net Assets

Down

$31,227,631

Down $3,428,225 (-9.9%) from 2010

Liabilities

Up

$50,418,379

Up $5,436,913 (+12%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$166,062,551

Up $9,961,530 (+6.4%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2010: $79,637,322Liabilities 2010: $44,981,466Net Assets 2010: $34,655,8562010Assets 2011: $81,646,010Liabilities 2011: $50,418,379Net Assets 2011: $31,227,6312011Assets 2012: $88,866,900Liabilities 2012: $51,899,823Net Assets 2012: $36,967,0772012Assets 2013: $107,440,019Liabilities 2013: $70,161,494Net Assets 2013: $37,278,5252013Assets 2014: $129,743,031Liabilities 2014: $81,618,136Net Assets 2014: $48,124,8952014Assets 2015: $139,922,383Liabilities 2015: $94,866,312Net Assets 2015: $45,056,0712015Assets 2016: $141,732,960Liabilities 2016: $96,886,040Net Assets 2016: $44,846,9202016Assets 2017: $165,805,411Liabilities 2017: $114,328,268Net Assets 2017: $51,477,1432017Assets 2018: $194,112,304Liabilities 2018: $138,846,793Net Assets 2018: $55,265,5112018Assets 2019: $216,566,045Liabilities 2019: $160,088,824Net Assets 2019: $56,477,2212019Assets 2020: $129,859,925Liabilities 2020: $98,056,773Net Assets 2020: $31,803,1522020Assets 2021: $135,068,845Liabilities 2021: $100,676,781Net Assets 2021: $34,392,0642021Assets 2022: $208,363,648Liabilities 2022: $192,614,454Net Assets 2022: $15,749,1942022Assets 2023: $229,991,445Liabilities 2023: $164,321,320Net Assets 2023: $65,670,1252023Assets 2024: $300,003,397Liabilities 2024: $184,786,870Net Assets 2024: $115,216,5272024Assets 2025: $384,003,668Liabilities 2025: $199,949,686Net Assets 2025: $184,053,9822025

Highlighted filing

2011

Assets$81,646,010
Liabilities$50,418,379
Net Assets$31,227,631

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MExpenses 2010: $156,101,0212010Expenses 2011: $166,062,5512011Revenue 2012: $184,056,524Expenses 2012: $182,150,503Net Income 2012: $1,906,0212012Revenue 2013: $134,463,256Expenses 2013: $133,850,169Net Income 2013: $613,0872013Revenue 2014: $230,653,922Expenses 2014: $224,467,847Net Income 2014: $6,186,0752014Revenue 2015: $257,010,706Expenses 2015: $254,129,764Net Income 2015: $2,880,9422015Revenue 2016: $292,240,305Expenses 2016: $294,441,968Net Income 2016: -$2,201,6632016Revenue 2017: $304,402,256Expenses 2017: $301,010,921Net Income 2017: $3,391,3352017Revenue 2018: $353,516,336Expenses 2018: $343,663,146Net Income 2018: $9,853,1902018Revenue 2019: $389,880,650Expenses 2019: $386,403,568Net Income 2019: $3,477,0822019Revenue 2020: $254,323,739Expenses 2020: $278,166,818Net Income 2020: -$23,843,0792020Revenue 2021: $25,807,817Expenses 2021: $37,131,476Net Income 2021: -$11,323,6592021Revenue 2022: $157,086,376Expenses 2022: $158,077,826Net Income 2022: -$991,4502022Revenue 2023: $344,940,076Expenses 2023: $307,047,297Net Income 2023: $37,892,7792023Revenue 2024: $383,709,603Expenses 2024: $344,125,759Net Income 2024: $39,583,8442024Revenue 2025: $445,959,787Expenses 2025: $401,004,482Net Income 2025: $44,955,3052025

Highlighted filing

2011

Revenue-
Expenses$166,062,551
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Mar 9, 2012
Return Version
2010v3.4
Gross Receipts
$194,421,649
Mission and Program Overview

Mission

Elderhostel, Inc., which operates under the name Road Scholar, is a not-for-profit organization founded in 1975 and incorporated in 1977 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, (Continued on Schedule O)

Major Activities

Activity 2
12,972 enrollees participated in Road Scholar's educational programs held outside the United States (ranging in length from one week to four weeks). These programs 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 of programs held outside the United States.
Activity 3
5,993 enrollees participated in Road Scholar's Adventures Afloat programs (ranging in length from one week to three months). These programs are ship-based learning adventures that allow participants to experience the educational wonders of broad regions interconnected by the world's oceans and waterways. Experts and professors provide stimulating educational programs on board, which are enhanced by fieldtrips 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 outside the United States.
Filing and Contact Details

Filer

EIN
04-2632526
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IRS990/ActivityOrMissionDescription0Elderhostel Inc., doing business as Road Scholar, sponsors, arranges or conducts educational programs around the world primarily for adults age 55 and older.
IRS990/ActivityOther/Description05,615 enrollees participated in Road Scholar's Day of Discovery programs which were unique one-day learning explorations in cities across the United States intended for participants who were seeking a Road Scholar experience closer to home or with a shorter time frame. Road Scholar also operated these programs in continuing care retirement communities to benefit residents who may no longer be able to travel. Day of Discovery programs were discontinued in fiscal 2011.
IRS990/ActivityOther/Description16 million catalogs and smaller publications were produced and mailed to over 550,000 households on Road Scholar's mailing list. Road Scholar's website, which provides program information, had 29 million page views from over 1 million unique visitors. In fiscal 2011, Road Scholar garnered over 243 million media impressions, including 172 features and over one thousand mentions in hundreds of high profile media outlets, including The New Yorker Magazine, The Today Show (online), The Wall Street Journal, CNN, Los Angeles Times, Associated Press and The Saturday Evening Post.
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IRS990/ActivityOther/Description3Our 49 seat Participant Services Center located in Massachusetts handled over 227,000 telephone calls from inquirers and enrollees that resulted in over 95,000 enrollment, cancellation, transfer and contribution transactions. In addition, our 12 seat Travel Services Center located in Vermont handled over 51,000 telephone calls from participants who desired assistance in making their travel arrangements to Road Scholar programs.
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IRS990/Description076,062 enrollees participated in Road Scholar's unique liberal arts educational programs in the United States and Canada (ranging in length from one day to three weeks). These programs provide a stimulating academic experience exploring the arts, literature, sciences, history, culture, and environment of North America. Some programs provide community service and others are designed to be multi-generational, allowing a grandchild, or adult children and their children, to attend. Room and board are included in the cost of United States and Canada programs.
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization23208231
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization24135517
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization25132543
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization26129537
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization27124025
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs200
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs210
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs220
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs230
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs240
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs250
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs260
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs270
IRS990/Form990PartVIISectionA/Title0Chair & Director
IRS990/Form990PartVIISectionA/Title1Vice Chair & Director
IRS990/Form990PartVIISectionA/Title2Vice Chair & Director
IRS990/Form990PartVIISectionA/Title3Director at beginning of year
IRS990/Form990PartVIISectionA/Title4Director
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6Director
IRS990/Form990PartVIISectionA/Title7Director
IRS990/Form990PartVIISectionA/Title8Director at beginning of year
IRS990/Form990PartVIISectionA/Title9Director
IRS990/Form990PartVIISectionA/Title10Director
IRS990/Form990PartVIISectionA/Title11Director
IRS990/Form990PartVIISectionA/Title12Director at beginning of year
IRS990/Form990PartVIISectionA/Title13Director at beginning of year
IRS990/Form990PartVIISectionA/Title14Director at beginning of year
IRS990/Form990PartVIISectionA/Title15Director
IRS990/Form990PartVIISectionA/Title16Director
IRS990/Form990PartVIISectionA/Title17Treasurer
IRS990/Form990PartVIISectionA/Title18President & CEO
IRS990/Form990PartVIISectionA/Title19Assistant Treasurer & CFO
IRS990/Form990PartVIISectionA/Title20Clerk & VP, Operations
IRS990/Form990PartVIISectionA/Title21Assistant Clerk & AVP, Finance
IRS990/Form990PartVIISectionA/Title22Sr VP, Strategic Outreach
IRS990/Form990PartVIISectionA/Title23VP, Institutional Advancement
IRS990/Form990PartVIISectionA/Title24AVP, Int'l & Adventures Afloat Pgm Dev.
IRS990/Form990PartVIISectionA/Title25AVP, Community Dev.
IRS990/Form990PartVIISectionA/Title26VP, Human Resources
IRS990/Form990PartVIISectionA/Title27AVP, Information Systems
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundraisingEvents00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Other00
IRS990/GainOrLoss/Securities0-734593
IRS990/Gaming00
IRS990/GovernmentGrants00
IRS990/Grants0222382
IRS990/GrantsAndSimilarAmntsCY0232382
IRS990/GrantsAndSimilarAmntsPriorYear0247312
IRS990/GrantsPayable/BOY00
IRS990/GrantsToDomesticIndividuals/ProgramServices0232382
IRS990/GrantsToDomesticIndividuals/Total0232382
IRS990/GrantsToDomesticOrgs/ProgramServices00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals01
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Other0570355
IRS990/GrossAmountSalesAssets/Securities027335995
IRS990/GrossReceipts0194421649
IRS990/GrossRents/Personal00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$384$200$184$446$401$45.0
2024Detailed filing. Detailed filing data is available for this year.$300$185$115$384$344$39.6
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$164$65.7$345$307$37.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$208$193$15.7$157$158$0.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$101$34.4$25.8$37.1$11.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$98.1$31.8$254$278$23.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$217$160$56.5$390$386$3.48
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$139$55.3$354$344$9.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$166$114$51.5$304$301$3.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$96.9$44.8$292$294$2.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$94.9$45.1$257$254$2.88
2014Detailed filing. Detailed filing data is available for this year.$130$81.6$48.1$231$224$6.19
2013Summary only. Only limited summary data is available for this year.$107$70.2$37.3$134$134$0.61
2012Summary only. Only limited summary data is available for this year.$88.9$51.9$37.0$184$182$1.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.6$50.4$31.2$166
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.6$45.0$34.7$156