Civic Intelligence

Ellevate Foundation Inc.

990EZ • Fiscal year 2023 • EIN 88-2108616

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 22, 2024

Organization ProfileELLEVATEFOUNDATION.ORG
79 E Daily Drive 276Camarillo, CA 93010

(805) 996-9600

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.88x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-50%

Faster asset growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

93%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$21,783

Down $21,525 (-50%) from 2022

Net Assets

Down

$2,514

Down $30,315 (-92%) from 2022

Liabilities

Up

$19,269

Up $8,790 (+84%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin18th percentile

Revenue

Up

$130,010

Up $62,819 (+93%) from 2022

Expenses

Up

$160,325

Up $125,963 (+367%) from 2022

Net Income

Down

-$30,315

Down $63,144 (-192%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$100K$50K$0Assets 2022: $43,308Liabilities 2022: $10,479Net Assets 2022: $32,8292022Assets 2023: $21,783Liabilities 2023: $19,269Net Assets 2023: $2,5142023Assets 2024: $84,368Liabilities 2024: $28,100Net Assets 2024: $56,2682024

Highlighted filing

2023

Assets$21,783
Liabilities$19,269
Net Assets$2,514
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$100K$0-$100KRevenue 2022: $67,191Expenses 2022: $34,362Net Income 2022: $32,8292022Revenue 2023: $130,010Expenses 2023: $160,325Net Income 2023: -$30,3152023Revenue 2024: $192,575Expenses 2024: $138,821Net Income 2024: $53,7542024

Highlighted filing

2023

Revenue$130,010
Expenses$160,325
Net Income-$30,315
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 22, 2024
Return Version
2023v5.1
Gross Receipts
$130,010
Mission and Program Overview

Mission

To provide women in the life and health insurance industries education, leadership training, guidance, tools, resources, and other forms of professional development support, to help further growth in the insurance profession.

Program Services

DescriptionGrantsExpenses
WOMAN'S LEADERSHIP SUMMIT WAS HELD DURING 2022.-$132,902
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE BERGERCEOPT$0--
CERRINA JENSENCFOPT$0--
JOLENE BIBIANVice PresidentPT$0--
TRICIA EDGINGTONVice TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Ellevate Foundation Inc
EIN
88-2108616
Address
79 E DAILY DRIVE 276, CAMARILLO, CA 93010

Signing Officer

Name
Stephanie Berger
Title
CEO
Phone
8059959602
Signed
2024-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Brewer & Tominaga CPAS LLP
Address
310 N Westlake Blvd Suite 260, Westlake Village, CA 91362
Preparer
Ron a Yamashiro
Phone
8054960075
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $7918”

Other Expenses.1003

“Information Technology $1168”

Other Expenses.1005

“Travel $875”

Other Expenses.1012

“Insurance $2049”

Other Expenses.1

“FOOD & BEVERAGES $88811”

Other Expenses.2

“EVENT PLANNING $20000”

Other Expenses.3

“Event materials & supplies $14323”

Other Expenses.4

“Event production costs $9768”

Total Liabilities.1

“CENTERED INSURANCE LOAN PAYABLE - Beginning $10479 CENTERED INSURANCE LOAN PAYABLE - Ending $19269”

Raw XML Appendix154 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TRICIA EDGINGTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08059969600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt079 E DAILY DRIVE SUITE 276
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAMARILLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043308
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021783
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30315
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08369
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043308
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021783
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0130010
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02514
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE BERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CERRINA JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOLENE BIBIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRICIA EDGINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0144912
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE WOMEN IN THE LIFE AND HEALTH INSURANCE INDUSTRIES EDUCATION, LEADERSHIP TRAINING, GUIDANCE, TOOLS, RESOURCES, AND OTHER FORMS OF PROFESSIONAL DEVELOPMENT SUPPORT, TO HELP FURTHER GROWTH IN THE INSURANCE PROFESSION.
IRS990EZ/PrintingPublicationsPostageAmt07044
IRS990EZ/ProgramServiceRevenueAmt0130010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WOMAN'S LEADERSHIP SUMMIT WAS HELD DURING 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0132902
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010479
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019269
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0160325
IRS990EZ/TotalProgramServiceExpensesAmt0132902
IRS990EZ/TotalRevenueAmt0130010
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ELLEVATEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046334
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0130010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0161346
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0207680
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077670
IRS990ScheduleA/Total509Grp/TotalAmt0207680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0130010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $7918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOOD & BEVERAGES $88811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENT PLANNING $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENT MATERIALS & SUPPLIES $14323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EVENT PRODUCTION COSTS $9768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CENTERED INSURANCE LOAN PAYABLE - Beginning $10479 CENTERED INSURANCE LOAN PAYABLE - Ending $19269
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08059959602
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLEVATE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ELLE
ReturnHeader/Filer/EIN0882108616
ReturnHeader/Filer/USAddress/AddressLine1Txt079 E DAILY DRIVE 276
ReturnHeader/Filer/USAddress/CityNm0CAMARILLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954166674
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 N Westlake Blvd Suite 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westlake Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091362
ReturnHeader/PreparerPersonGrp/PhoneNum08054960075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON A YAMASHIRO
ReturnHeader/ReturnTs02024-08-22T13:17:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,783
Liabilities
$19,269
Net assets
$2,514
Revenue
$130,010
Expenses
$160,325
Net income
-$30,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.28$0.56$1.93$1.39$0.54
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.19$0.03$1.30$1.60$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.10$0.33$0.67$0.34$0.33