SAN JUAN CAPISTRANO, CA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)ELEVATE CHARITIES, founded in 2008, is a community nonprofit in the Human Services sector that reported $5.7M in total revenue in fiscal year 2024. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $5.2M left a modest 9% surplus.
ELEVATE CHARITIES IS A NON-PROFIT ORGANIZATION ENGAGED IN A MISSION TO ENHANCE THE QUALITY OF LIFE FOR SENIORS, CARETAKERS, AND SUPPORT IN OUR COMMUNITIES THROUGH CARING SERVICE, FULFILLING ESSENTIAL NEEDS, AND PROVIDING EDUCATION TO CAREGIVERS.
EMPLOYEE EMERGENCY FUND - THE EMERGENCY FUND IS OUR WAY OF 'PASSING THE HAT' TO HELP THOSE COWORKERS WHOSE LIVES ARE TURNED UPSIDE DOWN BY TRAGEDY. HERE'S HOW IT WORKS: WE INVITE ALL AFFILIATED...
EMPLOYEE EMERGENCY FUND - THE EMERGENCY FUND IS OUR WAY OF 'PASSING THE HAT' TO HELP THOSE COWORKERS WHOSE LIVES ARE TURNED UPSIDE DOWN BY TRAGEDY. HERE'S HOW IT WORKS: WE INVITE ALL AFFILIATED EMPLOYEES OF ENSIGN SERVICES AND PENNANT SERVICES TO DONATE WHATEVER THEY CAN EACH PAY PERIOD TO THE FUND. ALL SIZE DONATIONS ARE WELCOMED FROM $.50 TO $100 OR MORE. THE EMERGENCY FUND IS DESIGNED TO PROVIDE LIMITED FINANCIAL ASSISTANCE TO ELIGIBLE EMPLOYEES WHO ARE EXPERIENCING ECONOMIC HARDSHIP DUE TO CERTAIN EMERGENCY SITUATIONS. SITUATIONS SHOULD BE SHORT-TERM OR TEMPORARY IN NATURE, AND NOT CHRONIC. EXAMPLES OF SITUATIONS ELIGIBLE FOR CONSIDERATION UNDER THIS FUND INCLUDE BUT ARE NOR LIMITED TO: PERSONAL OR FAMILY CRISIS INVOLVING AN EMERGENCY FINANCIAL NEED; (CONTINUED ON SCHEDULE O)UNEXPECTED MEDICAL OR FUNERAL EXPENSES WHICH EXCEED INSURANCE PROVISIONS RESULTING IN ECONOMIC HARDSHIP; OR AN UNINSURED LOSS DUE TO FIRE OR NATURAL DISASTER RESULTING IN ECONOMIC HARDSHIP. A SMALL COMMITTEE OF EMPLOYEES, DESIGNATED BY THE ELEVATE CHARITIES BOARD ENTITLES (THE "DISBURSEMENT COMMITTEE") WILL REVIEW THE REQUEST AND MAKE A DETERMINATION WITHIN ONE WEEK, DEPENDING ON THE CIRCUMSTANCES. THE EMPLOYEE AND THE EXECUTIVE DIRECTOR OF THE OPERATION WILL BE NOTIFIED OF THE DECISION. PERSONALLY IDENTIFIABLE INFORMATION FOR ALL REQUESTS WILL BE KEPT CONFIDENTIAL, BUT GENERAL INFORMATION ABOUT THE GRANT MAY BE SHARED WITH EMPLOYEES OF ENSIGN SERVICES AND PENNANT SERVICES AFFILIATED ENTITIES TO SHOW HOW FUNDS ARE BEING DISTRIBUTED.
HELPING OUR HERITAGE SENIOR FUND - THE BEST AND MOST KNOWLEDGEABLE ADVOCATE FOR A PATIENT IS THEIR CAREGIVER. AND WE DON'T WANT CAREGIVERS TO FEEL LIKE THEY HAVE TO DO IT ALONE. THROUGH THE HELPING...
HELPING OUR HERITAGE SENIOR FUND - THE BEST AND MOST KNOWLEDGEABLE ADVOCATE FOR A PATIENT IS THEIR CAREGIVER. AND WE DON'T WANT CAREGIVERS TO FEEL LIKE THEY HAVE TO DO IT ALONE. THROUGH THE HELPING OUR HERITAGE FUND, WE HELP CAREGIVERS IDENTIFY SPECIC AND PRACTICAL WAYS TO MEET THE NEEDS OF THOSE UNDER THEIR CARE. MANY SENIORS ARE LIVING AT OR BELOW THE POVERTY LINE. TO MAKE THE MATTER WORSE, THE U.S. HAS THE HIGHEST COST OF HEALTHCARE WORLDWIDE, A COST THAT AFFECTS SENIORS IN DISPROPORTIONATE AMOUNTS. WE COMBAT THESE CIRCUMSTANCES BY PROVIDING SENIORS WITH HEARING AIDS, GLASSES, DENTURES, WALKERS, AND OTHER THERAPIES THAT ARE NOT COVERED UNDER MEDICARE OR MEDICAID. OUR NETWORK OF PROGRAMS AIMS TO CONTRIBUTE TO SENIORS DIRECTLY, NOT HEALTHCARE ORGANIZATIONS. (CONTINUED ON SCHEDULE O)ELEVATE CHARITIES ALLOWS US TO GIVE A BETTER LIFE TO SENIORS.
HELPING OUR HERITAGE SCHOLARSHIP FUND - SENIOR HEALTHCARE IS AT ITS BEST WHEN IT'S COUPLED WITH RESOURCES AND SUPPORT FOR THE PROFESSIONALS WHO DEDICATE THEIR CAREERS TO SERVING OUR SENIORS. THROUGH...
HELPING OUR HERITAGE SCHOLARSHIP FUND - SENIOR HEALTHCARE IS AT ITS BEST WHEN IT'S COUPLED WITH RESOURCES AND SUPPORT FOR THE PROFESSIONALS WHO DEDICATE THEIR CAREERS TO SERVING OUR SENIORS. THROUGH GRANTS AND SCHOLARSHIPS, WE HELP QUALIFIED CAREGIVERS GAIN THE EDUCATION NEEDED TO ADVANCE IN THE FIELD OF SENIOR FOCUSED HEALTHCARE. FOR THOSE WHO HAVE A PASSION FOR SENIOR-FOCUSED HEALTHCARE AND ARE INTERESTED IN PROGRESSING IN THEIR CAREER, THE HELPING OUR HERITAGE SCHOLARSHIP FUND CAN PROVIDE THE RESOURCES NEEDED.
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%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $5,661,915 | $24,019,813 | -0.8% |
| Expenses | $5,164,366 | $3,491,212 | +0.5% |
| Net Income | $497,549 | $20,528,601 | -1.0% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TYLER DOUGLAS | PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| MIKE WILLIAMS | TREASURER (THRU 01/24) | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MIKE FLOOD | TREASURER (AS OF 02/24) | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| STEVE BORGQUEST | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DEBORAH MILLER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CORY MONETTE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CARISSA PEREZ-PODESTA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TINA RICKETTS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DENNIELLE DE HERAS | EXECUTIVE DIRECTOR/SECRETARY | 40.00 |
Officer
|
$119,202 | $13,836 | $133,038 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $5,661,915 | $5,164,366 | $22,513,541 | $497,549 |
| 2023 | $24,019,813 | $3,491,212 | $22,008,397 | $20,528,601 |
| 2022 | $2,978,824 | $2,828,695 | $1,471,336 | $150,129 |
| 2021 | $2,972,054 | $2,160,570 | $1,138,494 | $811,484 |
| 2020 | $1,945,409 | $1,898,045 | $515,351 | $47,364 |
| 2019 | $1,666,008 | $1,677,492 | $503,044 | $-11,484 |
Compare ELEVATE CHARITIES with other nonprofits in California and across the country.