ELEVATE INC

EIN: 391256286 501(c)(3) Human Services

JACKSON, WI

Total Revenue
$5,049,425
Total Expenses
$4,747,656
Total Assets
$2,578,261
Net Assets
$1,459,767
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
WI
Principal Officer
LAURA ROENITZ
Phone
2626772216
Tax Period
2024-01-01 to 2024-12-31

ELEVATE INC, founded in 1976, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $4.7M left a modest 6% surplus.

Mission

TO PROMOTE AND SUPPORT RESPONSIBILITY, ACCOUNTABILITY, AND DIGNITY FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES FROM THE WASHINGTON COUNTY AREA AND TO REDUCE THE RISK FOR BEHAVIORAL HEALTH ISSUES AND OTHER HIGH-RISK BEHAVIOR

Program Service Accomplishments

Program 1
Expenses: $1,574,645 Revenue: $189,725

STABILIZATION FACILITIES - RESIDENTIAL PROGRAM FOCUSED ON ASSISTING WASHINGTON COUNTY, SHEBOYGAN COUNTY AND DODGE COUNTY ADULTS EXPERIENCING A MENTAL HEALTH CRISIS TO INCREASE THEIR STABILITY, REDUCE...

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STABILIZATION FACILITIES - RESIDENTIAL PROGRAM FOCUSED ON ASSISTING WASHINGTON COUNTY, SHEBOYGAN COUNTY AND DODGE COUNTY ADULTS EXPERIENCING A MENTAL HEALTH CRISIS TO INCREASE THEIR STABILITY, REDUCE THEIR RISK FOR HARM AND RETURN TO INDEPENDENT LIVING USING TRAUMA INFORMED STRATEGIES.IN 2024, WE PROVIDED 69 RESIDENTS OF WASHINGTON COUNTY WITH 1,808 BED DAYS AT CALM HARBOR WEST BEND. PROVIDED 74 RESIDENTS OF SHEBOYGAN COUNTY WITH 2,698 BED DAYS AT CALM HARBOR SHEBOYGAN.

Program 2
Expenses: $658,873

DIVERSION PROGRAMS - PROGRAMMING TO ASSIST ADULTS INVOLVED IN THE CRIMINAL JUSTICE SYSTEM EFFECTIVELY ADDRESS THEIR SUBSTANCE USE DISORDER THAT LED TO THEIR INVOLVEMENT IN THE JUSTICE SYSTEM WITH A...

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DIVERSION PROGRAMS - PROGRAMMING TO ASSIST ADULTS INVOLVED IN THE CRIMINAL JUSTICE SYSTEM EFFECTIVELY ADDRESS THEIR SUBSTANCE USE DISORDER THAT LED TO THEIR INVOLVEMENT IN THE JUSTICE SYSTEM WITH A GOAL OF ENTERING INTO LONG-TERM RECOVERY AND REDUCING RECIDIVISM RATES. SERVICES INCLUDE REGULAR DRUG TESTING, CASE MANAGEMENT, ACCESSING RESOURCES INCLUDING TREATMENT, ACCESS TO HEALTH CARE AND HOUSING AND EMPLOYMENT.IN 2024, ELEVATE SERVED 98 RESIDENTS OF WASHINGTON COUNTY THROUGH ADULT DIVERSION PROGRAMMING, PROVIDING 7,596 UNITS OF SERVICE. A UNIT OF SERVICE MAY INCLUDE PROVIDING AN INDIVIDUAL WITH A SCREENING OR ASSESSMENT, A ONE-ON-ONE MEETING WITH A CASE MANAGER, OR CONDUCTING A DRUG TEST TO ENSURE THE INDIVIDUAL IS MAINTAINING SOBRIETY. ALSO, IN 2024, ELEVATE'S INTOXICATED DRIVER PROGRAM (IDP) COMPLETED 440 ASSESSMENTS FOR RESIDENTS OF WASHINGTON COUNTY WHO WERE CONVICTED OF OPERATING A VEHICLE UNDER THE INFLUENCE.

Program 3
Expenses: $500,143

SUPPORT SERVICES - ASSISTING WASHINGTON COUNTY AND SHEBOYGAN COUNTY RESIDENTS LIVING WITH A CHRONIC MENTAL ILLNESS TO LIVE AS INDEPENDENTLY AS POSSIBLE, REDUCE THEIR NEED FOR HOSPITALIZATIONS AND...

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SUPPORT SERVICES - ASSISTING WASHINGTON COUNTY AND SHEBOYGAN COUNTY RESIDENTS LIVING WITH A CHRONIC MENTAL ILLNESS TO LIVE AS INDEPENDENTLY AS POSSIBLE, REDUCE THEIR NEED FOR HOSPITALIZATIONS AND CONTACT WITH LAW ENFORCEMENT BY MANAGING MEDICATIONS, DEVELOPMENT OF DAILY LIVING SKILLS AND FACILITATING ACCESS TO OTHER SUPPORTIVE SERVICES.WE PROVIDED APPROXIMATELY 29 RESIDENTS OF SHEBOYGAN COUNTY WITH 20,354 TOTAL UNITS OF SERVICE. A UNIT IS DEFINED AS 8-22 MINUTES OF SERVICE PROVIDED WITH OR ON BEHALF OF THE CLIENT AND DESIGNED TO SUPPORT THE INDIVIDUAL IN ACHIEVING THEIR TREATMENT GOALS.BEAVER DAM CALM HARBOR OPENED AT THE END OF 2023. IN 2024 BEAVER DAM CALM HARBOR SERVED 69 CLIENTS FOR A TOTAL OF 648 BED DAYS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,855,743
Program Service Revenue $189,725
Investment Income $8,061
Other Revenue $-4,104
TOTAL REVENUE $5,049,425

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,866,349
Fundraising Expenses $18,789
Program Expenses $4,356,249
Other Expenses $881,307
TOTAL EXPENSES $4,747,656

Year-over-Year Comparison

2024 2023 Change
Revenue $5,049,425 $4,018,388 +0.3%
Expenses $4,747,656 $3,798,784 +0.2%
Net Income $301,769 $219,604 +0.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
12
Employees
98
Volunteers
20

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
6
$130,455
Total Directors
16
$130,455
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAURA ROENITZ CHEIF EXECUTIVE OFFICER 40.00
Officer Director
$38,018 $1,900 $39,918
MARY SIMON EXECUTIVE DIRECTOR 40.00
Officer Director
$88,056 $2,481 $90,537
LISA TREINEN PRESIDENT 4.00
Officer Director
$0 $0 $0
DAVID DEISING VICE PRESIDENT 4.00
Officer Director
$0 $0 $0
DAN BIZUB TREASURER 4.00
Officer Director
$0 $0 $0
ASHLEY BROWN SECRETARY 4.00
Officer Director
$0 $0 $0
JULIE BENEDUM DIRECTOR 2.00
Director
$0 $0 $0
LISA KIEFER THRU 11124 DIRECTOR 2.00
Director
$0 $0 $0
STEPHANIE HANSON DIRECTOR 2.00
Director
$0 $0 $0
KRIS O'MEARA DIRECTOR 2.00
Director
$0 $0 $0
PAUL CAPPOFERRI DIRECTOR 2.00
Director
$0 $0 $0
STEVE FARINA DIRECTOR 2.00
Director
$0 $0 $0
PAUL FRIES DIRECTOR 2.00
Director
$0 $0 $0
DEB MCCANN THRU 112424 DIRECTOR 2.00
Director
$0 $0 $0
KAREN MUNSON DIRECTOR 2.00
Director
$0 $0 $0
ANDREW NETT DIRECTOR 2.00
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 $5,049,425 $4,747,656 $2,578,261 $301,769
2023 $4,018,388 $3,798,784 $2,130,937 $219,604
2022 $3,553,163 $3,291,480 $1,812,393 $261,683
2021 $3,200,443 $3,314,599 $1,354,849 $-114,156
2020 $3,204,249 $3,135,791 $1,773,990 $68,458
2019 $2,626,325 $2,632,005 $1,227,951 $-5,680
2018 $2,056,338 $2,013,707 $1,164,042 $42,631
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