2026-08-20T17:03:41-05:00 2025-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2025-01-01 263458040 ELEVATE CHARITIES ELEV 9494879500 29222 RANCHO VIEJO ROAD 127 SAN JUAN CAPISTRANO CA 92675 TYLER DOUGLAS PRESIDENT 9494879500 2026-08-14 1 KATY BROWN P00650274 9257902600 2026-07-29 2025 2025-03-06 01:10:19Z TYLER DOUGLAS 29222 RANCHO VIEJO ROAD 127 SAN JUAN CAPISTRANO CA 92675 20522239 0 X WWW.ELEVATECHARITIES.ORG X 2008 CA ELEVATE CHARITIES IS A NON-PROFIT ORGANIZATION ENGAGED IN A (CONTINUED ON SCHEDULE O) MISSION TO ENHANCE THE QUALITY OF LIFE FOR SENIORS, CARETAKERS, AND SUPPORT IN OUR COMMUNITIES THROUGH CARING SERVICE, FULFILLING ESSENTIAL NEEDS, AND PROVIDING EDUCATION TO CAREGIVERS. 6 6 2 10 0 0 4412336 12139930 0 0 1299141 1002723 -49562 -11144 5661915 13131509 4967984 5190242 0 0 154391 223662 0 0 0 41991 69341 5164366 5483245 497549 7648264 22513541 30232766 53036 54326 22460505 30178440 X ELEVATE CHARITIES IS A NON-PROFIT ORGANIZATION ENGAGED IN A MISSION TO ENHANCE THE QUALITY OF LIFE FOR SENIORS, CARETAKERS, AND SUPPORT IN OUR COMMUNITIES THROUGH CARING SERVICE, FULFILLING ESSENTIAL NEEDS, AND PROVIDING EDUCATION TO CAREGIVERS. 0 0 5023509 5023509 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 NOT 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 ENTITIES (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. 115460 115460 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. 51273 51273 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 SPECIFIC 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. 5190242 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA CO NV TX UT X DENNIELLE DE HERAS 9494879500 29222 RANCHO VIEJO ROAD 127 SAN JUAN CAPISTRANO CA 92675 TYLER DOUGLAS PRESIDENT 1.00 X X 0 0 0 MIKE FLOOD TREASURER 1.00 X X 0 0 0 STEVE BORGQUIST DIRECTOR 1.00 X 0 0 0 DEBORAH MILLER DIRECTOR 1.00 X 0 0 0 CORY MONETTE DIRECTOR 1.00 X 0 0 0 CARISSA PEREZ PODESTA DIRECTOR (THRU 6/25) 1.00 X 0 0 0 TINA RICKETTS DIRECTOR 1.00 X 0 0 0 DENNIELLE DE HERAS EXECUTIVE DIRECTOR/SECRETARY 40.00 X 146434 0 13110 146434 0 13110 1 0 1 0 0 366450 11773480 12139930 804302 804302 7559776 7361355 198421 198421 198421 18231 366450 29375 -11144 -11144 13131509 0 0 991579 5190242 5190242 223662 223662 35225 35225 2043 2043 5038 5038 15648 15648 516 516 1405 1405 5796 5796 ADMIN EXPENSES 2960 2960 MEALS & ENTERTAINMENT 710 710 5483245 5190242 293003 0 1276668 5113845 50907 50927 422436 512364 20763530 24555630 22513541 30232766 53036 54326 53036 54326 X 1583361 9654677 20877144 20523763 22460505 30178440 22513541 30232766 7648264 69671 0 X 0 1 X 1 0 X 2783188 2827798 23468627 4412336 12139930 45631879 2783188 2827798 23468627 4412336 12139930 45631879 19026708 26605171 1561 6216 381625 1337344 804302 2531048 187305 144810 169561 501676 48664603 0.54670 0.42920 X 0 X 13199137 69671 69671 13129466 2043 2043 13131509 5481202 0 5481202 2043 2043 5483245 PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. SAN DIEGO GOLF TOURNAMENT 211711 193480 18231 4554 21752 3069 SWAG PROGRAM 172970 172970 384681 366450 18231 4554 21752 3069 29375 -11144 1 SCHOLARSHIPS 88 129523 SENIOR FUND 26 33199 EEF DONATIONS 5027520 PART I, LINE 2: A SMALL COMMITTEE OF EMPLOYEES, DESIGNATED BY THE ELEVATE CHARITIES BOARD ENTITLES (THE "DISBURSEMENT COMMITTEE") WILL REVIEW THE REQUESTS AND MAKE DETERMINATIONS 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. X 0 0 0 0 0 0 0 0 0 DENNIELLE DE HERAS EXECUTIVE DIRECTOR/SECRETARY 86447 0 59987 0 0 0 0 0 13110 0 159544 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION WORKS CLOSELY WITH AN INDUSTRY-ALIGNED FOR-PROFIT COMPANY THAT PROVIDES PAYROLL SERVICE AT NO CHARGE AND ACTS AS THE EMPLOYER OF RECORD FOR THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE OFFICERS OF THE ORGANZIATION TO ENSURE ALL REPORTED INFORMATION IS ACCURATE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC.