ELEVATE INC (EIN 391256286) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

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

PROVIDE SUPPORT TO HIGH-RISK INDIVIDUALS, FAMILIES, & COMMUNITIES IN THE WASHINGTON COUNTY AREA.

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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%)

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$130,455

Total Directors

$130,455

Key Employees

Highest Compensated

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

ELEVATE INC