Civic Intelligence

Ellevate Foundation Inc.

990EZ • Fiscal year 2024 • EIN 88-2108616

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

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

87th percentile

0.33x

Higher debt load relative to assets than 87% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.15x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

287%

Faster asset growth than 97% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

48%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$84,368

Up $62,585 (+287%) from 2023

Net Assets

Up

$56,268

Up $53,754 (+2138%) from 2023

Liabilities

Up

$28,100

Up $8,831 (+46%) from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin80th percentile

Revenue

Up

$192,575

Up $62,565 (+48%) from 2023

Expenses

Down

$138,821

Down $21,504 (-13%) from 2023

Net Income

Up

$53,754

Up $84,069 (+277%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2024

Assets$84,368
Liabilities$28,100
Net Assets$56,268
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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

2024

Revenue$192,575
Expenses$138,821
Net Income$53,754
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$192,575
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 2024.-$113,695
Compensation and Service Providers
Top Officer Pay79th 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
Signed
2025-11-17
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.1001

“Advertising and Promotion $446”

Other Expenses.1002

“Office Expenses $3847”

Other Expenses.1003

“Information Technology $631”

Other Expenses.1005

“Travel $4043”

Other Expenses.1012

“Insurance $2149”

Other Expenses.1

“FOOD & BEVERAGES $78203”

Other Expenses.2

“Event materials & supplies $18791”

Other Expenses.3

“Event production costs $8701”

Other Expenses.4

“EVENT PLANNING $8000”

Total Liabilities.1

“CENTERED INSURANCE LOAN PAYABLE - Beginning $19269 CENTERED INSURANCE LOAN PAYABLE - Ending $28100”

Raw XML Appendix157 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/BOYAmt021783
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt053754
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014010
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021783
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084368
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0192575
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056268
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056268
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
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/OtherExpensesTotalAmt0124811
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/ProgramServiceRevenueAmt0192575
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WOMAN'S LEADERSHIP SUMMIT WAS HELD DURING 2024.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0113695
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019269
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0138821
IRS990EZ/TotalProgramServiceExpensesAmt0113695
IRS990EZ/TotalRevenueAmt0192575
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ELLEVATEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046334
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0192575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0130010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0353921
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0400255
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0192575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0130010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077670
IRS990ScheduleA/Total509Grp/TotalAmt0400255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0192575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0130010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0400255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $4043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOOD & BEVERAGES $78203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENT MATERIALS & SUPPLIES $18791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EVENT PRODUCTION COSTS $8701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EVENT PLANNING $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CENTERED INSURANCE LOAN PAYABLE - Beginning $19269 CENTERED INSURANCE LOAN PAYABLE - Ending $28100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
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
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brewer & Tominaga CPAS LLP
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/ReturnTs02025-11-17T12:36:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,368
Liabilities
$28,100
Net assets
$56,268
Revenue
$192,575
Expenses
$138,821
Net income
$53,754
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits