ELLEVATE LOUISIANA (EIN 854102840) - 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

2020

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ELLEVATE LOUISIANA, founded in 2020, is a small nonprofit in the Education sector that reported $244K in total revenue in fiscal year 2023. Revenue surged 3965% from the prior year, signaling strong growth momentum. Expenses of $236K left a modest 3% surplus.

Mission

TO EMPOWER WOMEN LEADERS THROUGHOUT LOUISIANA BY CONNECTING AND EDUCATING THEM ON THE CHALLENGES IMPACTING OUR STATE WITH DATA-DRIVEN, NON-PARTISAN SOLUTIONS TO MAKE A BETTER FUTURE FOR LOUISIANA.

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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 $169,739

Program Service Revenue $74,400

Investment Income $110

Other Revenue $0

TOTAL REVENUE $244,249

Expense Breakdown

Grants Paid $250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,183

Other Expenses $236,234

TOTAL EXPENSES $236,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,249	$6,008	+39.7%
Expenses	$236,484	$7,229	+31.7%
Net Income	$7,765	$-1,221	-7.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHNETTE MAGNER	DIRECTOR	0.29	Director	$0	$0	$0
GINNY MARTINEZ	DIRECTOR	0.29	Director	$0	$0	$0
ANN KNAPP	DIRECTOR	0.29	Director	$0	$0	$0
DONNA FRAICHE	DIRECTOR	0.29	Director	$0	$0	$0
JULIE SCHWAM HARRIS	DIRECTOR	0.29	Director	$0	$0	$0
AMANDA SPAIN WELLS	DIRECTOR	0.29	Director	$0	$0	$0
JESSICA STARNS-DEBETAZ	DIRECTOR	0.29	Director	$0	$0	$0
LIBBIE SONNIER	DIRECTOR	0.29	Director	$0	$0	$0
SUSANNAH POLJAK	DIRECTOR	0.29	Director	$0	$0	$0
MARY PATRICIA-WRAY	DIRECTOR	0.29	Director	$0	$0	$0
MONIQUE CLARK	DIRECTOR	0.29	Director	$0	$0	$0
NANCEE SORENSON	DIRECTOR	0.29	Director	$0	$0	$0
MISSY HOPSON	DIRECTOR	0.29	Director	$0	$0	$0
PATRICIA LANIER	DIRECTOR	0.29	Director	$0	$0	$0
POLLY PRINCE JOHNSON	DIRECTOR	0.29	Director	$0	$0	$0
VALERIE GRUBB	DIRECTOR	0.29	Director	$0	$0	$0
LACI SHERMAN	DIRECTOR	0.29	Director	$0	$0	$0
KRISTEN BROWN	DIRECTOR	0.29	Director	$0	$0	$0
ANITA BEGNAUD	DIRECTOR	0.29	Director	$0	$0	$0
LARISSA LITTLETON-STEIB	DIRECTOR	0.29	Director	$0	$0	$0
RACHAEL AVERETT	DIRECTOR	0.29	Director	$0	$0	$0
KATHY KLIEBERT	TREASURER	0.77	Officer Director	$0	$0	$0
JANICE BOLTON	SECRETARY	0.77	Officer Director	$0	$0	$0
WILLIE MOUNT	CHAIR & EX-OFFICIO	0.77	Officer Director	$0	$0	$0
PILAR EBLE	VICE CHAIR & CHAIR	0.77	Officer Director	$0	$0	$0
CASSIE ALFSELD	MEMBERSHIP & DEVELOPMENT CO-C	0.77	Officer Director	$0	$0	$0
MARKEY PIERRE	VICE CHAIR	0.77	Officer Director	$0	$0	$0
JACKIE SHREVES	SECRETARY	0.77	Officer Director	$0	$0	$0
CHARMAINE CACCIOPPI	MEMBERSHIP & DEVELOPMENT CO-C	0.77	Officer Director	$0	$0	$0
JAYE CALHOUN	TREASURER	0.77	Officer Director	$0	$0	$0
JULIE STOKES	PRESIDENT & CEO	30.00	Key Emp	$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	No data	No data	No data	No data
2023	$244,249	$236,484	$12,383	$7,765

ELLEVATE LOUISIANA