Form 990 for tax year 2024

Totals

Total revenue

$5,661,915

Total expenses

$5,164,366

Contributions and grants received

$4,412,336

Grants paid

$4,967,984

Program service revenue

$0

Investment income

$1,299,141

Other revenue

-$49,562

Total assets, end of year

$22,513,541

Total liabilities, end of year

$53,036

Net assets or fund balances, end of year

$22,460,505

Program services expenses (Part IX)

$4,967,984

Management and general expenses

$196,382

Fundraising expenses

$0

Program service expenses (Part III)

$4,967,984

Program services were 96.2% 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.

Mission and programs · 2024

• 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 NOR 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 ENTITLES (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.

  Expenses $4,876,263 · Grants $4,876,263

• HELPING OUR HERITAGE SENIOR FUND - THE BEST AND MOST KNOWLEDGEABLE ADVOCATE FOR A PATIENT IS THEIR CAREGIVER. AND WE DON'T WANT CAREGIVERS TO FEEL LIKE THEY HAVE TO DO IT ALONE. THROUGH THE HELPING OUR HERITAGE FUND, WE HELP CAREGIVERS IDENTIFY SPECIC AND PRACTICAL WAYS TO MEET THE NEEDS OF THOSE UNDER THEIR CARE. MANY SENIORS ARE LIVING AT OR BELOW THE POVERTY LINE. TO MAKE THE MATTER WORSE, THE U.S. HAS THE HIGHEST COST OF HEALTHCARE WORLDWIDE, A COST THAT AFFECTS SENIORS IN DISPROPORTIONATE AMOUNTS. WE COMBAT THESE CIRCUMSTANCES BY PROVIDING SENIORS WITH HEARING AIDS, GLASSES, DENTURES, WALKERS, AND OTHER THERAPIES THAT ARE NOT COVERED UNDER MEDICARE OR MEDICAID. OUR NETWORK OF PROGRAMS AIMS TO CONTRIBUTE TO SENIORS DIRECTLY, NOT HEALTHCARE ORGANIZATIONS. (CONTINUED ON SCHEDULE O)ELEVATE CHARITIES ALLOWS US TO GIVE A BETTER LIFE TO SENIORS.

  Expenses $77,876 · Grants $77,876

• HELPING OUR HERITAGE SCHOLARSHIP FUND - SENIOR HEALTHCARE IS AT ITS BEST WHEN IT'S COUPLED WITH RESOURCES AND SUPPORT FOR THE PROFESSIONALS WHO DEDICATE THEIR CAREERS TO SERVING OUR SENIORS. THROUGH GRANTS AND SCHOLARSHIPS, WE HELP QUALIFIED CAREGIVERS GAIN THE EDUCATION NEEDED TO ADVANCE IN THE FIELD OF SENIOR FOCUSED HEALTHCARE. FOR THOSE WHO HAVE A PASSION FOR SENIOR-FOCUSED HEALTHCARE AND ARE INTERESTED IN PROGRESSING IN THEIR CAREER, THE HELPING OUR HERITAGE SCHOLARSHIP FUND CAN PROVIDE THE RESOURCES NEEDED.

  Expenses $13,845 · Grants $13,845

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

2024

Filed

12 November 2025

IRS schema version

2024v5.2

Source object

202503169349308335

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