Elevate California Incorporated (EIN 933987780) - 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

2023

Legal Domicile

Principal Officer

Steven S Lucas

Phone

4153896800

Tax Period

2025-01-01 to 2025-12-31

Elevate California Incorporated, founded in 2023, is a small nonprofit in the Public & Societal Benefit sector that reported $588K in total revenue in fiscal year 2025.

Mission

To promote the common good and general welfare of the people by educating the public about and advocating for common sense policies that grow jobs and elevate opportunities for all Californians.

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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 $529,526

Program Service Revenue $0

Investment Income $57,549

Other Revenue $555

TOTAL REVENUE $587,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $171,545

Fundraising Expenses $29,132

Program Expenses $324,393

Other Expenses $394,951

TOTAL EXPENSES $589,570

Year-over-Year Comparison

	2025	2024	Change
Revenue	$587,630	N/A	N/A
Expenses	$589,570	N/A	N/A
Net Income	$-1,940	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Catherine A Cockrum Dean	President & Dir	1.00	Officer Director	$0	$0	$0
Steven S Lucas	Secretary & CFO	1.00	Officer	$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	$587,630	$589,570	$19,829	$-1,940

Elevate California Incorporated