ELEVATE GLOBAL

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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

2015

Legal Domicile

Principal Officer

JESSICA HOTZ

Phone

3082937531

Tax Period

2023-01-01 to 2023-12-31

ELEVATE GLOBAL, founded in 2015, is a small nonprofit in the International Affairs sector that reported $588K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION WILL PROVIDE ECONOMIC AND EDUCATIONAL DEVELOPMENT TO POVERTY STRICKEN COMMUNITIES AROUND THE GLOBE.

Program Service Accomplishments

Program 1

Expenses: $580,001 Revenue: $532,440

PROVIDE ECONOMIC DEVELOPMENT TO POVERTY STRICKEN COMMUNITIES AROUND THE GLOBE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $54,364

Program Service Revenue $532,440

Investment Income $951

Other Revenue $0

TOTAL REVENUE $587,755

Expense Breakdown

Grants Paid $2,022

Salaries & Benefits $120,791

Fundraising Expenses $0

Program Expenses $580,001

Other Expenses $457,188

TOTAL EXPENSES $580,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$587,755	$507,386	+0.2%
Expenses	$580,001	$505,699	+0.1%
Net Income	$7,754	$1,687	+3.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN A BECKER	DIRECTOR	1.00	Officer Director	$0	$0	$0
BRANDON D HOTZ	DIRECTOR	1.00	Officer Director	$0	$0	$0
JESSICA HOTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATTHEW D NEHER	TREASURER	1.00	Officer Director	$0	$0	$0
TARA RANKIN	DIRECTOR	1.00	Officer Director	$0	$0	$0
HEATHER MARIE SCHMITZ	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREW J VRBAS	DIRECTOR	1.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$587,755	$580,001	$333,471	$7,754
2022	$507,386	$505,699	$304,033	$1,687
2021	$857,590	$855,463	$325,495	$2,127
2020	$719,256	$681,630	$318,971	$37,626
2019	$644,560	$593,903	$252,089	$50,657
2018	$504,437	$353,446	$191,913	$150,991