ELEVATION TRUCKEE (EIN 862965789) - 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

2021

Legal Domicile

Principal Officer

Jeanne Bankert

Phone

5303860890

Tax Period

2025-01-01 to 2025-12-31

ELEVATION TRUCKEE, founded in 2021, is a small nonprofit in the Human Services sector that reported $459K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Provide Social Assistance

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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 (2025)

Revenue Breakdown

Contributions & Grants $24,500

Program Service Revenue $434,474

Investment Income $0

Other Revenue $0

TOTAL REVENUE $458,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $337,803

Fundraising Expenses $0

Program Expenses $1,154

Other Expenses $117,829

TOTAL EXPENSES $456,097

Year-over-Year Comparison

	2025	2024	Change
Revenue	$458,974	$402,569	+0.1%
Expenses	$456,097	$402,410	+0.1%
Net Income	$2,877	$159	+17.1%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

$58,473

Total Directors

$93,815

Key Employees

$34,350

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE BANKERT	DIRECTOR	40.0	Director	$93,815	$0	$93,815
SUSAN BAILEY	INSTRUCTOR	40.0	Officer	$44,950	$0	$44,950
AMANDA LIS	MANAGER	40.0	Key Emp	$34,350	$0	$34,350
DONALD BANKERT	INSTRUCTOR	10.0	Officer	$13,523	$0	$13,523

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	$458,974	$456,097	$3,036	$2,877
2024	$402,569	$402,410	$159	$159
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	No data	No data	No data	No data

ELEVATION TRUCKEE