Elevate Charities

Nonprofit profile at a glance

EIN
263458040
IRS 990 coverage
2017–2025
Forms available
Form 990 2025, Form 990-PF 2016
Location
San Juan Capistrano, CA, USA
Phone
9494879500
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Emergency Assistance

Official website

Reported finances

Revenue
$13,131,509
Expenses
$5,483,245
Assets
$30,232,766
Liabilities
$54,326

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • TYLER DOUGLAS (PRESIDENT)
  • DENNIELLE DE HERAS (EXECUTIVE DIRECTOR/SECRETARY)

Highest reported compensation

  • DENNIELLE DE HERAS (EXECUTIVE DIRECTOR/SECRETARY): $159,544 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Elevate charities is a non-profit organization engaged in a mission to enhance the quality of life for seniors, caretakers, and support in our communities through caring service, fulfilling essential needs, and providing education to caregivers.

What it reported doing in 2025

Employee emergency fund - the emergency fund is our way of 'passing the hat' to help those coworkers whose lives are turned upside down by tragedy. Here's how it works: we invite all affiliated employees of ensign services and pennant services to donate whatever they can each pay period to the fund. All size donations are welcomed from $.50 to $100 or more. The emergency fund is designed to provide limited financial assistance to eligible employees who are experiencing economic hardship due to certain emergency situations. Situations should be short-term or temporary in nature, and not chronic. Examples of situations eligible for consideration under this fund include but are not limited to: personal or family crisis involving an emergency financial need; (continued on schedule o)unexpected medical or funeral expenses which exceed insurance provisions resulting in economic hardship; or an uninsured loss due to fire or natural disaster resulting in economic hardship. A small committee of employees, designated by the elevate charities board entities (the "disbursement committee") will review the request and make a determination within one week, depending on the circumstances. The employee and the executive director of the operation will be notified of the decision. Personally identifiable information for all requests will be kept confidential, but general information about the grant may be shared with employees of ensign services and pennant services affiliated entities to show how funds are being distributed.

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 73
  • Accountability: 100
  • Sustainability: 87
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.9%; rating input score 44
  • Program expense ratio: 94.7%; rating input score 95
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 58.2%; rating input score 93; 93rd percentile among comparable filings
  • Total-asset coverage ratio: 5.51; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 93; 93rd percentile among comparable filings
  • Officer compensation ratio: 2.9%; rating input score 73; 73rd percentile among comparable filings

Growth

  • Program expense growth: 23.9% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 28.5% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 41% per year; rating input score 100; 98th percentile among comparable filings

Details

  • Where the money goes: 43.9% of revenue deployed · 94.7% of spending went to programs
  • Governance: 6 of 6 board members independent · 8 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $5.2M in reported program spending
  • Leadership: top reported pay $160K · 8 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 8 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.