ELEVATE CHARITIES

EIN: 263458040 501(c)(3) Human Services

SAN JUAN CAPISTRANO, CA

Total Revenue
$5,661,915
Total Expenses
$5,164,366
Total Assets
$22,513,541
Net Assets
$22,460,505
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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
CA
Principal Officer
TYLER DOUGLAS
Phone
9494879500
Tax Period
2024-01-01 to 2024-12-31

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.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $4,876,263

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...

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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.

Program 2
Expenses: $77,876

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...

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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.

Program 3
Expenses: $13,845

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...

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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.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,412,336
Program Service Revenue $0
Investment Income $1,299,141
Other Revenue $-49,562
TOTAL REVENUE $5,661,915

Expense Breakdown

Grants Paid $4,967,984
Salaries & Benefits $154,391
Fundraising Expenses $0
Program Expenses $4,967,984
Other Expenses $41,991
TOTAL EXPENSES $5,164,366

Year-over-Year Comparison

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%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
7
Employees
2
Volunteers
8

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
4
$133,038
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
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
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 $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
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