Elevate Inc

Nonprofit profile at a glance

EIN
391256286
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Jackson, WI, USA
Phone
2626772216
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Residential Care & Adult Day Programs

Official website

Reported finances

Revenue
$5,049,425
Expenses
$4,747,656
Assets
$2,578,261
Liabilities
$1,118,494

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • MARY SIMON (EXECUTIVE DIRECTOR)
  • LISA TREINEN (PRESIDENT)
  • DAVID DEISING (VICE PRESIDENT)

Highest reported compensation

  • MARY SIMON (EXECUTIVE DIRECTOR): $90,537 total reported compensation
  • LAURA ROENITZ (CHEIF EXECUTIVE OFFICER): $39,918 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote and support responsibility, accountability, and dignity for individuals, families, and communities from the Washington county area and to reduce the risk for behavioral health issues and other high-risk behavior

What it reported doing in 2024

Outreach - programming to reduce youths' risk of engaging in high-risk behaviors that may lead to addiction or mental illness. In 2024, elevate provided outreach and support to 141 youth demonstrating high-risk behaviors related to youth substance use in Washington and waukesha county through evidence-based strategies, such as psychoeducation and motivational interviewing. The organization also provided evidence-based programming to 45 middle- and high-school-aged youth displaying early signs of anxiety and depression in Washington county. The programming focused on providing youth with an increased sense of support and connection in their school while also teaching healthy coping skills, so students are less likely to turn to alcohol and other drugs when experiencing emotional distress. Community prevention - programming to prevent or delay the initiation of alcohol, tobacco and other drugs by youth as long as possible to reduce their risk of addiction. In 2024, elevate provided evidence-based prevention education to 2,792 middle school aged youth in Washington and waukesha county. The organization also trained 547 high school students to provide support and education to other youth who may be experiencing substance use or mental health challenges in Washington, waukesha, and sheboygan county.

Operating model

Revenue model
Grant-funded. 88% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 92
  • Accountability: 87
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.3%; rating input score 86
  • Program expense ratio: 91.8%; rating input score 92
  • Fundraising efficiency: $258.44 raised per $1 spent on fundraising; rating input score 93; 93rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 85.7%; rating input score 86; 17th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 0.54; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0.43; rating input score 25; 25th percentile among comparable filings
  • Officer compensation ratio: 2.7%; rating input score 71; 71st percentile among comparable filings

Growth

  • Program expense growth: 12.9% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 12.8% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 12.5% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 86.3% of revenue deployed · 91.8% of spending went to programs
  • Governance: 12 of 14 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $4.4M in reported program spending
  • Leadership: top reported pay $91K · 16 people listed
  • Consistency: 31 of 33 current checks pass · 2 findings to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 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.

  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • Review — Sustainability: Operating margin scored 53/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Transparency & Controls: Schedule D expense reconciliation did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule D revenue reconciliation did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 25/100.