Civic Intelligence

Elevate New England Inc.

990 • Fiscal year 2018 • EIN 81-2111126

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 22, 2019

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

56th percentile

0.05x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

74th percentile

$64,675

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

63%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$413,717

Up $75,106 (+22%) from 2017

Net Assets

Up

$391,815

Up $149,762 (+62%) from 2017

Liabilities

Down

$21,902

Down $74,656 (-77%) from 2017

Revenue

Up

$735,601

Up $285,134 (+63%) from 2017

Expenses

Up

$585,839

Up $377,425 (+181%) from 2017

Net Income

Down

$149,762

Down $92,291 (-38%) from 2017

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

2018

Assets$413,717
Liabilities$21,902
Net Assets$391,815

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

2018

Revenue$735,601
Expenses$585,839
Net Income$149,762
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 22, 2019
Return Version
2017v2.3
Gross Receipts
$735,601
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$325,054$379,147▲ $54,093
Land, Buildings, and Equipment, Net$13,557$25,021▲ $11,464
Prepaid Expenses and Deferred Charges-$9,549-
Total Assets$338,611$413,717▲ $75,106
Liabilities
Deferred Revenue$84,288--
Accounts Payable and Accrued Expenses$12,270$21,902▲ $9,632
Total Liabilities$96,558$21,902▼ $74,656
Net Assets / Fund Balance
Unrestricted Net Assets$242,053$391,815▲ $149,762
Total Net Assets Fund Balance$242,053$391,815▲ $149,762
Total Liabilities and Net Assets / Fund Balance$338,611$413,717▲ $75,106

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,560$5,937$22,497
Equipment$8,461$203$8,664
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rhea GordonExecutive Director/directorFT$64,675$64,675
James PocockBoard Chairman/director-$4,566$4,566

Board Members and Trustees

NameTitle
Carolyn BreenDirector
Mitch BreenDirector
Theresa LittauerDirector
Tom ColatostiDirector
Mark WamboltTresurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$552,526
Program Service Revenue
$183,075
Investment Income
$0
Other Revenue
$0
All Other Contributions
$456,316
Change in Net Assets
$149,762

Audited Revenue Reconciliation

Revenue per Audited Statements
$735,601
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$735,601
Total Revenue per Form 990
$735,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$371,951
Other Expenses$212,488
Total Fundraising Expense$77,327
Professional Fundraising Fees$1,400
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,459$67,752$25,407$192,618
Current Officers, Directors, Trustees, and Key Employees$34,416$51,655$32,535$118,606
Other Employee Benefits$17,959$15,964$5,986$39,909
Payroll Taxes$9,368$8,327$3,123$20,818
Fees for Services Accounting-$13,573-$13,573
Office Expenses$6,830$3,545$2,602$12,977
Travel$5,113$4,545$1,704$11,362
Insurance$5,186$5,185-$10,371
Advertising$4,208$3,740$1,403$9,351
Occupancy$3,946$3,507$1,315$8,768
Depreciation Depletion$2,293$2,039$765$5,097
Fees for Services Legal-$4,125-$4,125
Information Technology$498$1,829$166$2,493
Fees for Services Other-$2,348-$2,348
Other Expenses$1,820$1,750$606$1,750
Conferences and Meetings$770$685$257$1,712
Fees for Services Professional Fundraising--$1,400$1,400
All Other Expenses$172$746$58$976
Total Functional Expenses$315,580$192,932$77,327$585,839

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$585,839
Total Expenses per Audited Statements$585,839
Total Expenses per Form 990$585,839
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$1,400
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$40,114
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2019-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhea Gordon
Formed
2016
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
5
Employees
8
Volunteers
3

Preparer

Firm
Stolberg Ebbeling & Blanchette Llp
Address
41 ELM STREET, WORCESTER, MA 01609-2573
Preparer
Glenn M Creaven CPA
Phone
5083633000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

See program description at part iii, line 4b

Raw XML AppendixShowing 400 of 439 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0POSITIVE YOUTH DEVELOPMENT ORGANIZATION THAT PLACES FULL-TIME DIVERSE TEACHER/MENTORS IN HIGH SCHOOL CLASSROOMS TO TEACH CHARACTER AND LEADERSHIP DEVELOPMENT SKILLS USING A COMPREHENSIVE, ETHICS-BASED CURRICULUM. IN THE NEW ENGLAND AREA, MANY URBAN YOUTH LACK EVEN ONE CARING ADULT IN THEIR LIVES, LEADING DIRECTLY TO INCREASED DROPOUT RATES, UNEMPLOYMENT, CRIME, AND OTHER ROADBLOCKS TO THEIR SUCCESS. ELEVATE'S PROGRAMS HAVE BEEN PROVEN EFFECTIVE IN CHANGING THESE TRENDS AND TRANSFORMING LIVES OF OUR NATION'S YOUTH. THE ORGANIZATION'S PROGRAMS HAVE BEEN PROVEN EFFECTIVE IN CHANGING THESE TRENDS AND TRANSFORMING LIVES OF OUR NATION'S YOUTH.
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0149762
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0456315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0415238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0871553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0279285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0322119
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01193672
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0735600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0458072
IRS990ScheduleA/Total509Grp/TotalAmt01193672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0735600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0458072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01193672
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt08461
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0203
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08664
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0585839
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016560
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05937
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022497
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0735601
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025021
IRS990ScheduleD/TotalExpensesPerForm990Amt0585839
IRS990ScheduleD/TotalRevenuePerForm990Amt0735601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0735601
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0585839
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt04566
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/TitleTxt0BOARD CHAIRMAN/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt04566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KENDRA GORDON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DAUGHTER OF EXECUTIVE DIRECTOR/DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt040114
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMPENSATION FOR EMPLOYMENT AS A TEACHER MENTOR
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE PROGRAM DESCRIPTION AT PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE ALSO AVAILABLE ON THE MA ATTORNEY GENERAL WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0338611
IRS990/TotalAssetsEOYAmt0413717
IRS990/TotalAssetsGrp/BOYAmt0338611
IRS990/TotalAssetsGrp/EOYAmt0413717
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0552526
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt077327
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0192932
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0315580
IRS990/TotalFunctionalExpensesGrp/TotalAmt0585839
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt096558
IRS990/TotalLiabilitiesEOYAmt021902
IRS990/TotalLiabilitiesGrp/BOYAmt096558
IRS990/TotalLiabilitiesGrp/EOYAmt021902
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0242053
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0391815
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0315580
IRS990/TotalProgramServiceRevenueAmt0183075
IRS990/TotalReportableCompFromOrgAmt069241
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0183075
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0735601
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0338611
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413717
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt01704
IRS990/TravelGrp/ManagementAndGeneralAmt04545
IRS990/TravelGrp/ProgramServicesAmt05113
IRS990/TravelGrp/TotalAmt011362
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0242053
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0391815
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 265
IRS990/USAddress/CityNm0LOWELL
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001851

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