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Nonprofiteer
← ELEVATE INC

Form 990 for tax year 2023

Filed by ELEVATE INC.

Totals

Total revenue
$4,018,388
Total expenses
$3,798,784
Contributions and grants received
$3,799,449
Grants paid
$0
Program service revenue
$213,217
Investment income
$1,221
Other revenue
$4,501
Total assets, end of year
$2,130,937
Total liabilities, end of year
$972,939
Net assets or fund balances, end of year
$1,157,998
Program services expenses (Part IX)
$3,345,142
Management and general expenses
$384,206
Fundraising expenses
$69,436
Program service expenses (Part III)
$3,345,142

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $98,475

  • 1c · Fundraising events

    $18,750

  • 1e · Government grants (contributions)

    $3,252,642

  • 1f · All other contributions, gifts and grants

    $429,582

  • 2a · Program service revenue: CLIENT FEES AND ASSESSMENTS

    total $213,217 · related or exempt $213,217

  • 3 · Investment income

    total $1,938 · excluded $1,938

  • 7a · Gross sales of assets other than inventory

    other assets $18,659

  • 7b · Less cost or other basis and sales expenses

    other assets $19,376

  • 7c · Gain or loss

    other assets -$717

  • 7d · Net gain or loss

    total -$717 · excluded -$717

  • 8a · Fundraising events: gross income

    $23,475

  • 8a · Fundraising events: contributions included on line 1c

    $18,750

  • 8b · Fundraising events: direct expenses

    $20,380

  • 8c · Net income from fundraising events

    total $3,095 · excluded $3,095

  • 11a · Other revenue: MISCELLANEOUS

    total $1,406 · excluded $1,406

  • 11e · Other revenue, total

    $1,406

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $109,050 · program services $96,628 · management and general $11,386 · fundraising $1,036

  • 7 · Other salaries and wages

    total $2,281,406 · program services $2,020,011 · management and general $239,551 · fundraising $21,844

  • 8 · Pension plan contributions

    total $23,001 · program services $20,335 · management and general $2,442 · fundraising $224

  • 9 · Other employee benefits

    total $280,401 · program services $248,232 · management and general $29,480 · fundraising $2,689

  • 10 · Payroll taxes

    total $191,566 · program services $171,468 · management and general $18,459 · fundraising $1,639

  • 11b · Fees: legal

    total $90 · program services $46 · management and general $26 · fundraising $18

  • 11g · Fees: other

    total $124,784 · program services $76,912 · management and general $22,484 · fundraising $25,388

  • 13 · Office expenses

    total $47,112 · program services $32,467 · management and general $4,954 · fundraising $9,691

  • 14 · Information technology

    total $65,166 · program services $47,887 · management and general $16,992 · fundraising $287

  • 16 · Occupancy

    total $348,612 · program services $328,061 · management and general $20,344 · fundraising $207

  • 17 · Travel

    total $68,751 · program services $67,210 · management and general $1,509 · fundraising $32

  • 20 · Interest

    total $16,644 · program services $8,605 · management and general $4,784 · fundraising $3,255

  • 22 · Depreciation, depletion and amortization

    total $27,569 · program services $25,893 · management and general $1,676

  • 23 · Insurance

    total $54,569 · program services $49,264 · management and general $3,398 · fundraising $1,907

  • 24a · Other expenses: PROGRAM ACTIVITIES

    total $130,805 · program services $129,366 · management and general $231 · fundraising $1,208

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $29,258 · program services $22,757 · management and general $6,490 · fundraising $11

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $172,383 · end of year $198,639

  • 2 · Savings and temporary cash investments

    beginning of year $418,054 · end of year $576,074

  • 3 · Pledges and grants receivable

    beginning of year $50,000

  • 4 · Accounts receivable

    beginning of year $571,744 · end of year $523,267

  • 9 · Prepaid expenses and deferred charges

    beginning of year $43,428 · end of year $35,229

  • 10a · Land, buildings and equipment: cost or other basis

    $826,916

  • 10b · Land, buildings and equipment: accumulated depreciation

    $383,768

  • 10c · Land, buildings and equipment, net

    beginning of year $451,913 · end of year $443,148

  • 15 · Other assets

    beginning of year $104,871 · end of year $354,580

  • 17 · Accounts payable and accrued expenses

    beginning of year $289,598 · end of year $306,468

  • 23 · Secured mortgages and notes payable

    beginning of year $318,425 · end of year $319,896

  • 25 · Other liabilities

    beginning of year $273,176 · end of year $346,575

  • 27 · Net assets without donor restrictions

    beginning of year $509,739 · end of year $729,083

  • 28 · Net assets with donor restrictions

    beginning of year $421,455 · end of year $428,915

Mission and programs · 2023

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

Activities or mission (Part I)

PROVIDE SUPPORT TO HIGH-RISK INDIVIDUALS, FAMILIES, & COMMUNITIES IN THE WASHINGTON COUNTY AREA.

  • 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 2023, WE PROVIDED 52 RESIDENTS OF WASHINGTON COUNTY WITH 2,161 BED DAYS AT CALM HARBOR WEST BEND. PROVIDED 56 RESIDENTS OF SHEBOYGAN COUNTY WITH 2,765 BED DAYS AT CALM HARBOR SHEBOYGAN.

    Expenses $1,554,961 · Revenue $213,217

  • 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. SERVICES INCLUDE REGULAR DRUG TESTING, CASE MANAGEMENT, ACCESSING RESOURCES INCLUDING TREATMENT, ACCESS TO HEALTH CARE AND HOUSING AND EMPLOYMENT.IN 2023, ELEVATE SERVED 118 RESIDENTS OF WASHINGTON COUNTY THROUGH ADULT DIVERSION PROGRAMMING, PROVIDING 4,575 UNITS OF SERVICE. A UNIT OF SERVICE MAY INCLUDE PROVIDING AN INDIVIDUAL WITH A SCREENING OR ASSESSMENT, A ONE-ON-ONE MEETING WITH A CASE MANAGER, OR CONDUCTING A DRUG TEST TO ENSURE THE INDIVIDUAL IS MAINTAINING SOBRIETY. ALSO, IN 2023, ELEVATE'S INTOXICATED DRIVER PROGRAM (IDP) COMPLETED 505 ASSESSMENTS FOR RESIDENTS OF WASHINGTON COUNTY WHO WERE CONVICTED OF OPERATING A VEHICLE UNDER THE INFLUENCE.

    Expenses $592,614

  • 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 APPROXIMATELY 35 RESIDENTS OF SHEBOYGAN COUNTY WITH 22,587 TOTAL UNITS OF SERVICE. PROVIDED APPROXIMATELY 33 RESIDENTS OF WASHINGTON COUNTY WITH 10,296 UNITS OF SERVICE. A UNIT IS DEFINED AS 8-22 MINUTES OF SERVICE PROVIDED WITH OR ON BEHALF OF THE CLIENT AND DESIGNED TO SUPPORT THE INDIVIDUAL IN ACHIEVING THEIR TREATMENT GOALS.BEAVER DAM CALM HARBOR OPENED AT THE END OF 2023. THEY SERVED 2 CLIENTS FOR A TOTAL OF 14 BED DAYS.

    Expenses $554,348

  • OUTREACH - PROGRAMMING TO REDUCE YOUTHS' RISK OF ENGAGING IN HIGH-RISK BEHAVIORS THAT MAY LEAD TO ADDICTION OR MENTAL ILLNESS. IN 2023, ELEVATE PROVIDED OUTREACH AND SUPPORT TO 126 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 55 MIDDLE 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 2023, ELEVATE PROVIDED EVIDENCE-BASED PREVENTION EDUCATION TO 2,827 MIDDLE SCHOOL AGED YOUTH IN WASHINGTON AND WAUKESHA COUNTY. THE ORGANIZATION ALSO TRAINED 432 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.

    Expenses $643,219

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mary Simon

    EXECUTIVE DIRECTOR

    Total calculated
    $109,052
    From this org
    $101,565
    From related orgs
    $0
    Other
    $7,487
    Hours/week
    40
  • Lisa Treinen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4
  • David Deising

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4
  • Dan Bizub

    TREASURER

    Total calculated
    $0
    Hours/week
    4
  • Ashley Brown

    SECRETARY

    Total calculated
    $0
    Hours/week
    4
  • Juli Benedum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Lisa Kiefer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Stephanie Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Kris O'Meara

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Paul Cappoferri

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Steve Farina

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Paul Pries

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Deb McCann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Karen Munson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Andrew Nett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Brian Scharinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Michelle Kohls

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2024
IRS schema version
2023v5.1
Source object
202421999349300827

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