Elevate INC EIN 39-1256286

Elevate INC

EIN  39-1256286 Public charity (501(c)(3)) Jackson, WI
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/23/26 · see original filing: IRS
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Size
$1–10M
What they do
Supports high-risk individuals, families, and communities in Washington County.
Leadership
Mary Simon · Executive Director · $88K
Money in and out
$5.0M revenue, $4.7M expenses
Bottom line
92% program efficiency

Supports high-risk individuals, families, and communities in Washington County. For fiscal year 2024 it reported $5.0M in revenue, $4.7M in expenses, and $1.5M in net assets.Pt I

Where the money goes · FY2024
Total revenue
$5.0M
Pt VIII · Ln 12
Total expenses
$4.7M
Pt IX · Ln 25
Net assets
$1.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $302K
Where spending went · Part IX cols B–D
Program services $0.92 Management & general $0.08 Fundraising $0.00
Program efficiency
92%
of spending reaches programs▲ +4% vs prior filing year
Operating runway
2.9mo
months of highly liquid reserves at operating expense rate▲ +21% vs prior filing year
Surplus margin
+6%
revenue over expenses, this year▲ +9% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$5.0M
FY2024▲ +26%
Expenses
$4.7M
FY2024▲ +25%
Total assets
$2.6M
FY2024▲ +21%
Total liabilities
$1.1M
FY2024▲ +15%
Total revenue
$5.0M
Pt VIII · Ln 12
Total expenses
$4.7M
Pt IX · Ln 25
Net assets
$1.5M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$302K
Total assetsPt X · Ln 16$2.6M
Program-expense ratioPt IX · col B92%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

3 program services account for $2.7M of program spending, described in the organization's own filed words · FY2024.
01

Stabilization Facilities

Residential program focused on assisting washington county, sheboygan county and dodge county adults experiencing a mental health crisis to increase their stability, reduce their risk for harm and return to independent living using trauma informed STRATEGIES.IN 2024, we provided 69 residents of washington county with 1,808 bed days at…

$1.6Mprogram expense
02

Diversion Programs

Programming to assist adults involved in the criminal justice system effectively address their substance use disorder that led to their involvement in the justice system with a goal of entering into long-term recovery and reducing recidivism rates.

$659Kprogram expense
03

Support Services

Assisting washington county and sheboygan county residents living with a chronic mental illness to live as independently as possible, reduce their need for hospitalizations and contact with law enforcement by managing medications, development of daily living skills and facilitating access to other supportive SERVICES.WE provided…

$500Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CElevate INC
EINHdr · item D39-1256286
Principal addressHdr · item CJackson, WI
WebsiteHdr · item Jwww.elevateyou.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MWI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P70Z)
Ruling yearIRS BMFJan 1977

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$88,056Pt VII · Sec A
Cheif Executive Officer
$38,018Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Mary Simon’s $88K as Executive Director is at the 25th percentile of top reported officer pay among 3863 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mary Simon$88,056$101,565$98,475$114,675$109,645
Laura Roenitz$38,018

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$4.9M · 96%
Program service revenue$190K · 4%
Contributions & grants96%$4.9M
Program service revenue4%$190K
Investment income$8K
— government grantsLn 1e$4.5M
Total revenueLn 12$5.0M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.92 Management & general $0.08 Fundraising $0.00
Program services92%$4.4M
Management & general8%$373K
Fundraising$19K
Total functional expensesLn 25$4.7M

Balance Sheet

Part X · end of year
CashLn 1$1.1M
Total assetsLn 16$2.6M
Total liabilitiesLn 26$1.1M
Total net assetsLn 32$1.5M
Months of cash on handcomputed2.9

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.1M · Operating expenses/yr $4.7M
2.9 months
Where the money goes
Program services
Program services $4.4M · Total expenses $4.7M
92%
Management & General
Management & general $373K · Total expenses $4.7M
8%
Fundraising
Fundraising $19K · Total expenses $4.7M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $35K · Solicited contributions (3-yr avg) $472K
$0.07 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $4.9M · Total revenue $5.0M
96%
Government reliance
Government grants $4.5M · Total revenue $5.0M
88%
Earned-income share
Program service revenue $190K · Total revenue $5.0M
4%
Investment reliance
Investment income $8K · Total revenue $5.0M
0%
Program self-sufficiency
Program service revenue $190K · Total expenses $4.7M
4%
Growth & trend
Revenue growth (YoY)
This year $5.0M · Prior year $4.0M
+26%
Revenue CAGR
FY2020 $3.2M · FY2024 $5.0M
+12%
Net-asset trend (YoY)
End of year $1.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $5.0M · Expenses $4.7M
+6%
Liabilities-to-Assets
Total liabilities — · Total assets $2.6M
Net-asset ratio
Net assets $1.5M · Total assets $2.6M
57%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.6M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Mary Simon · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $88K · Total expenses $4.7M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $3.9M · Total expenses $4.7M
81%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 92%
Overhead ratio 8%
Fundraising cost ratio 0%
Revenue growth 26%
Legal fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 4 funders →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$5.0M revenue · viewing · ⤓ 990 PDF
FY2023$4.0M revenue · ⤓ 990 PDF
FY2022$3.6M revenue · ⤓ 990 PDF
FY2021$3.2M revenue · ⤓ 990 PDF
FY2020$3.2M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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