Civic Intelligence

Elevate New England Inc.

990 • Fiscal year 2020 • EIN 81-2111126

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 04, 2021

PO Box 265Lowell, MA 01851

(978) 458-6064

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.09x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.06x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

56th percentile

9.8%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$93,137

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

70th percentile

22%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$545,073

Up $99,005 (+22%) from 2019

Net Assets

Up

$495,465

Up $80,434 (+19%) from 2019

Liabilities

Up

$49,608

Up $18,571 (+60%) from 2019

Revenue

Up

$818,003

Up $138,437 (+20%) from 2019

Expenses

Up

$737,569

Up $81,219 (+12%) from 2019

Net Income

Up

$80,434

Up $57,218 (+246%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2017: $338,611Liabilities 2017: $96,558Net Assets 2017: $242,0532017Assets 2018: $413,717Liabilities 2018: $21,902Net Assets 2018: $391,8152018Assets 2019: $446,068Liabilities 2019: $31,037Net Assets 2019: $415,0312019Assets 2020: $545,073Liabilities 2020: $49,608Net Assets 2020: $495,4652020Assets 2021: $676,463Liabilities 2021: $32,960Net Assets 2021: $643,5032021Assets 2022: $1,117,577Liabilities 2022: $63,981Net Assets 2022: $1,053,5962022Assets 2023: $1,338,189Liabilities 2023: $94,352Net Assets 2023: $1,243,8372023Assets 2024: $1,353,756Liabilities 2024: $144,123Net Assets 2024: $1,209,6332024

Highlighted filing

2020

Assets$545,073
Liabilities$49,608
Net Assets$495,465

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2017: $450,467Expenses 2017: $208,414Net Income 2017: $242,0532017Revenue 2018: $735,601Expenses 2018: $585,839Net Income 2018: $149,7622018Revenue 2019: $679,566Expenses 2019: $656,350Net Income 2019: $23,2162019Revenue 2020: $818,003Expenses 2020: $737,569Net Income 2020: $80,4342020Revenue 2021: $900,356Expenses 2021: $752,318Net Income 2021: $148,0382021Revenue 2022: $1,466,124Expenses 2022: $1,056,031Net Income 2022: $410,0932022Revenue 2023: $1,504,850Expenses 2023: $1,314,134Net Income 2023: $190,7162023Revenue 2024: $1,903,338Expenses 2024: $1,937,076Net Income 2024: -$33,7382024

Highlighted filing

2020

Revenue$818,003
Expenses$737,569
Net Income$80,434
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 4, 2021
Return Version
2019v5.2
Gross Receipts
$818,003
Mission and Program Overview

Mission

Build long term, life changing relationships with urban youth, equipping them for a plan for the future to thrive and contribute to their community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$344,144$462,740▲ $118,596
Land, Buildings, and Equipment, Net$40,874$29,193▼ $11,681
Pledges and Grants Receivable$53,075$24,366▼ $28,709
Accounts Receivable-$17,305-
Prepaid Expenses and Deferred Charges$7,975$11,469▲ $3,494
Total Assets$446,068$545,073▲ $99,005
Liabilities
Accounts Payable and Accrued Expenses$31,037$33,962▲ $2,925
Deferred Revenue-$15,646-
Total Liabilities$31,037$49,608▲ $18,571
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$317,916$404,075▲ $86,159
Net Assets With Donor Restrictions$97,115$91,390▼ $5,725
Total Net Assets Fund Balance$415,031$495,465▲ $80,434
Total Liabilities and Net Assets / Fund Balance$446,068$545,073▲ $99,005

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,548$22,549$46,097
Equipment$5,645$3,019$8,664
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rhea GordonExecutive Director/directorFT$68,497$24,640$93,137
James PocockPresident/directorFT$58,967-$58,967

Board Members and Trustees

NameTitle
Theresa LittauerClerk/director
CHRIS O'CONNELLDirector
Carolyn BreenDirector
Ed FaruoloDirector
Mark WamboltDirector
Michael AhearnDirector
Thomas ColatostiDirector
Wen SailerDirector
Cecilio HernandezTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$741,233
Program Service Revenue
$76,770
Investment Income
$0
Other Revenue
$0
All Other Contributions
$633,283
Change in Net Assets
$80,434

Audited Revenue Reconciliation

Revenue per Audited Statements
$818,003
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$818,003
Total Revenue per Form 990
$818,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$546,836
Other Expenses$166,818
Total Fundraising Expense$129,299
Professional Fundraising Fees$12,600
Grants and Similar Amounts Paid$11,315

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$207,609$65,045$43,363$316,017
Current Officers, Directors, Trustees, and Key Employees$43,867$52,285$43,512$139,664
Other Employee Benefits$27,750$11,743$8,382$47,875
Payroll Taxes$25,086$10,616$7,578$43,280
Fees for Services Accounting-$24,502-$24,502
Insurance$10,868$10,868-$21,736
Fees for Services Professional Fundraising--$12,600$12,600
Office Expenses$6,654$1,575$3,882$12,111
Depreciation Depletion$5,841$3,504$2,336$11,681
Occupancy$5,690$3,413$2,276$11,379
Grants to Domestic Individuals$11,315--$11,315
Advertising$4,208$2,525$1,683$8,416
Travel$2,458$1,475$983$4,916
Information Technology$2,107$1,265$843$4,215
Fees for Services Other-$1,892-$1,892
Other Expenses$194$1,318$1,650$1,512
All Other Expenses-$1,190-$1,190
Conferences and Meetings$527$316$211$1,054
Total Functional Expenses$412,263$196,007$129,299$737,569

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$737,569
Total Expenses per Audited Statements$737,569
Total Expenses per Form 990$737,569
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$12,600
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kendra GordonDaughter of Executive Director/directorCompensation for Employment as a Teacher MentorNo$40,390
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed and approved by the executive director prior to its filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request. They are also available on the ma attorney general website.

Filing and Contact Details

Filer

Filer Name
Elevate New England Inc
EIN
81-2111126
Phone
9784586064
Address
PO BOX 265, LOWELL, MA 01851

Signing Officer

Name
Rhea Gordon
Title
Executive Director
Phone
9784586064
Signed
2021-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhea Gordon
Formed
2016
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
9
Employees
20
Volunteers
5

Preparer

Firm
Stolberg Ebbeling & Blanchette Llp
Address
41 ELM STREET, WORCESTER, MA 01609-2573
Preparer
Glenn M Creaven CPA
Phone
5083633000
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IRS990/OtherExpensesGrp/TotalAmt041723
IRS990/OtherExpensesGrp/TotalAmt112241
IRS990/OtherExpensesGrp/TotalAmt28250
IRS990/OtherExpensesGrp/TotalAmt31512
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt043363
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065045
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0207609
IRS990/OtherSalariesAndWagesGrp/TotalAmt0316017
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07578
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010616
IRS990/PayrollTaxesGrp/ProgramServicesAmt025086
IRS990/PayrollTaxesGrp/TotalAmt043280
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt053075
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt024366
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07975
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011469
IRS990/PrincipalOfficerNm0RHEA GORDON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0CURRICULUM SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt076770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt076770
IRS990/ProgSrvcAccomActy2Grp/Desc0POSITIVE YOUTH DEVELOPMENT THROUGH HEALTHY FUTURES CURRICULUM, WHICH INCLUDES CLASSROOM-BASED EDUCATION, PEER EDUCATION THROUGH AFTER-SCHOOL AND SUMMER PROGRAMS, PARENT EDUCATION WORKSHOPS, SCHOOL AND COMMUNITY CONNECTIONS, AND WEB-BASED RESOURCES. THESE PROGRAMS PROVIDE A HOLISTIC, MULTIFACETED APPROACH PROMOTING POSITIVE YOUTH DEVELOPMENT. HEALTHY FUTURES IS DEDICATED TO EMPOWERING ADOLESCENTS TO AVOID THE HEALTH, SOCIAL, AND PSYCHOLOGICAL CONSEQUENCES OF RISKY DECISIONS BY EQUIPPING STUDENTS WITH THE TOOLS AND EDUCATED SUPPORT SYSTEM THEY NEED TO MAKE HEALTHY CHOICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057759
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt076770
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0673088
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0152454
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06478
IRS990/PYRevenuesLessExpensesAmt023216
IRS990/PYSalariesCompEmpBnftPaidAmt0491496
IRS990/PYTotalExpensesAmt0656350
IRS990/PYTotalProfFndrsngExpnsAmt012400
IRS990/PYTotalRevenueAmt0679566
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt080434
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0741233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0638607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0456315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0415238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02251393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0279285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0439848
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02691241
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0818003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0679566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0735600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0458072
IRS990ScheduleA/Total509Grp/TotalAmt02691241
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0818003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0679566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0735600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0458072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02691241
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05645
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03019
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08664
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0737569
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023548
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022549
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046097
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0818003
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029193
IRS990ScheduleD/TotalExpensesPerForm990Amt0737569
IRS990ScheduleD/TotalRevenuePerForm990Amt0818003
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0818003
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0737569
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0LAPTOPS FOR STUDENTS FOR REMOTE LEARNING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1CARE PACKAGES FOR STUDENT FAMILIES AFFECTED BY PANDEMIC
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt07150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt14165
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0LAPTOP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1FOOD AND HOUSEHOLD ITEMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt140
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt058967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES POCOCK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt058967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ELEVATE NEW ENGLAND REIMBURSES ELEVATE USA, AN UNRELATED ORGANIZATION, FOR CONSULTING SERVICES PROVIDED BY JAMES POCOCK, CO-FOUNDER AND PRESIDENT OF ELEVATE NEW ENGLAND. TOTAL COMPENSATION FOR CALENDER YEAR 2019 WAS $58,967.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II

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