2025-10-07T21:38:14-05:00 2024-12-31 363321958 Desmond & Ahern Ltd 10827 S Western Ave Chicago IL 60643 990 2024-01-01 364443093 Elevate Energy ELEV 7732694037 322 S Green Street 300 Chicago IL 60607 Anne Evens Chief Executive Officer 7732694037 2025-10-07 1 1 Mel Padillo P03172019 7737794720 2025-10-07 2024 2025-03-06 01:10:19Z Anne Evens 322 S Green Street 300 Chicago IL 60607 84015981 0 X www.elevatenp.org X 2001 IL We work to create access to clean and affordable heat, cooling, power, and water for everyone. 12 11 317 11 0 0 38010505 49042868 12134190 11049919 698092 798224 37676 24190 50880463 60915201 5675540 3277344 0 0 24383566 29816161 0 0 1348598 16489354 24784700 46548460 57878205 4332003 3036996 42389474 58343027 19233091 31794960 23156383 26548067 Elevate Energy promotes and expands access to future-focused energy and water solutions. Elevate Energy designs and implements programs that reduce costs, create jobs, and ensure the benefits of efficient energy and water use reach those who need them most. 0 0 47541612 3277344 11074109 Elevate Energy provides economic, future-focused energy and water solutions by improving efficiencies. It administers residential hourly electricity pricing programs, delivers energy and water efficiency retrofits in residential and nonprofit buildings, and provides energy planning and data analysis services. Consumers gain access to education and programs that help them manage energy and water costs and make housing costs more affordable. Elevate Energy programs create jobs, save energy and water, keep communities healthy and improve the economy. 47541612 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 77 0 1 317 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL AL CA CT HI MA NH NJ WV OR X Lindy Loyet 7733212688 322 S Green Street Chicago IL 60607 Anne Evens CEO & President 50.00 X X 265570 0 33753 David Shryock Treasurer & Vice Chair 2.00 X X 0 0 0 John Cleveland Chair 5.00 X X 0 0 0 Chinwe Onyeagoro Director 1.00 X 0 0 0 Edgar Ramirez Director (end 7/12/24) 1.00 X 0 0 0 Jennifer Tescher Director 1.00 X 0 0 0 Kimberly Lewis Director 1.00 X 0 0 0 Leah Turnbull Director 1.00 X 0 0 0 Margaret O'Dell Director 1.00 X 0 0 0 Scott Bernstein Director 1.00 X 0 0 0 Susan Estes Director 1.00 X 0 0 0 Denise Fairchild Director (end 12/9/24) 1.00 X 0 0 0 Robert Weissbourd Director 1.00 X 0 0 0 Carlos Martin Director 1.00 X 0 0 0 Abigail Corso Chief Strategy Officer 40.00 X 211119 0 22819 Antonia Ornelas Chief Program Officer 40.00 X 206315 0 30984 Delmar Gillus Chief Operating Officer 40.00 X 201250 0 32663 Lindy Loyet Chief Financial Officer 40.00 X 211892 0 22422 Rebecca Turner Buckland Chief People Officer 40.00 X 212112 0 21006 1308258 0 163647 7 0 1 0 Nick & Eddie Construction 4314 166th St Oak Forest IL 60452 Construction services 2972957 Primera Engineers Ltd 550 W Jackson Blvd Chicago IL 60661 Consulting Services 1575462 Ed Weathersby and Sons Plumbing 296 Geneva Dr Harvey IL 60426 Construction Services 930674 America Environmental Construction PO Box 9188 Chicago IL 60609 Construction services 911275 My Green House HVAC 294 Washington St Boston MA 02108 Construction services 789323 47 13966424 35076444 49042868 Fee for service 900099 11049919 11049919 11049919 500746 500746 23398258 23100780 297478 297478 297478 Miscellaneous 900099 24190 24190 24190 60915201 11074109 0 798224 X 3277344 3277344 299323 216809 70389 12125 190555 75805 114750 23941960 17404885 5560119 976956 355413 257390 83584 14439 3173211 2298039 746258 128914 1855699 1343899 436413 75387 5944 3000 2944 56133 56133 55000 55000 58770 58770 19237263 18920981 312045 4237 125569 73780 49682 2107 812626 646637 152406 13583 915684 627371 280874 7439 730949 566017 137355 27577 565987 394673 150256 21058 1288 1288 131827 105273 21125 5429 144322 106069 32325 5928 Dues and subscriptions 1010044 744001 218182 47861 Program expense 330286 330286 Bad debt 259245 259245 Miscellaneous 182228 182228 161535 94353 61624 5558 57878205 47541612 8987995 1348598 701728 12592841 13336990 19600616 10109518 6705350 5660351 6713077 731490 382092 2239506 1960915 204377 278591 8969375 10346239 2675645 1724221 42389474 58343027 6439727 6962458 312638 6159225 12480726 18673277 19233091 31794960 X 11414123 12671322 11742260 13876745 23156383 26548067 42389474 58343027 3036996 354688 0 X X 0 1 X 1 1 1 X 11891428 18890494 30477168 38010505 35585107 134854702 11891428 18890494 30477168 38010505 35585107 134854702 30199865 104654837 21185 4380 156630 433820 500746 1116761 96404 46599 37676 24190 204869 136176332 81932545 0.76850 0.68690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3576 58157 61733 57816472 57878205 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 61077 89673 66000 61733 278483 250000 250000 250000 250000 1000000 1500000 6077 29642 6600 3576 45895 405783 393964 11819 1162972 896200 266772 670751 670751 0 278591 Refundable advances 17606623 Operating lease liability, net of current 1066654 18673277 X 61226150 354688 354688 60871462 43739 43739 60915201 57834466 0 57834466 43739 43739 57878205 Part X, Line 2: FIN 48 Note from Audited Financial Statements Elevate Energy maintains an exemption from federal income taxes with the Internal Revenue Service pursuant to the provisions of Internal Revenue Code Section 501(c)(3). The Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and has been classified as an organization that is not a private foundation under Section 509(a)(1). The tax-exempt purpose of the Organization and the nature in which it operates is described above. The Organization continues to operate in compliance with its tax-exempt purpose. The Organization's annual information and income tax returns filed with the federal and state governments are subject to examination by the IRS, generally for three years after they have been filed. The Organization has adopted the requirements for accounting for uncertain tax positions and management has determined that the Organization was not required to record a liability related to uncertain tax positions as of December 31, 2024 and 2023. 1 Architectural Salvage Warehouse of Detroit 5110 Bellevue St Detroit MI 48211 743104421 25000 0 Program Services Avalon Village Inc 24 Avalon St Highland Park MI 48203 813668707 25000 0 Program Services BASS Inc 15885 Woodward Ave Highland Park MI 48203 383142470 25000 0 Program Services Benton Harbor Community Development Corporation 273 Morton Ave 2 Benton Harbor MI 49022 853784631 25000 0 Program Services Bickerdike Redevelopment Center 2550 West North Ave Chicago IL 60647 237087890 160000 0 Program Services Business Services Collective NFP 503 E 61st Street 135 Chicago IL 60637 843973294 85000 0 Program Services Cody Rouge Community Action Alliance 19321 W Chicago St Suite 105 Detroit MI 48228 271841875 25000 0 Program Services CommonWealth Development Inc 1501 Williamson St Madison WI 53703 391323500 48532 0 Building Electrification Community Health NFP 2611 W Chicago Ave Chicago IL 60662 363831793 155499 0 Program Services Concerned Residents for South Dearborn 2794 Roulo St Dearborn MI 48120 383475893 25000 0 Program Services Detroit Black Community Food Sovereignty Network 8324 Woodward Ave Detroit MI 48202 331140762 25000 0 Program Services Detroit Justice Center 4731 Grand River Detroit MI 48208 822295339 25000 0 Program Services Dream of Detroit PO Box 38152 Detroit MI 48238 464246696 25000 0 Program Services Eastside Community Network 4401 Conner St Detroit MI 48215 382561225 277200 0 Program Services Four County Community Foundation 141 S Main Street Suite A Romeo MI 48065 382736601 25000 0 Program Services Great Lakes Aquatic Habitat Network & Fund Inc PO Box 2479 Petoskey MI 49970 205693503 25000 0 Program Services Great Lakes Indian Housing Association PO BOX 219 Red Lake MN 56671 812476828 20000 0 Energy Planning Growing Hope 922 W Michigan Ave Ypsilanti MI 48197 743091845 25000 0 Program Services Hispanic Center of Western Michigan 1204 Cesar E Chavez Ave SW Grand Rapids MI 49503 382265825 25000 0 Program Services Ho-Chunk Housing and Community Development Agency PO Box 730 Tomah WI 54660 391979807 25000 0 Energy Planning Illinois Finance Authority 160 N LaSalle St S-1000 Chicago IL 60601 861091967 5455 0 Program Services Inter-Tribal Council of Michigan Inc 2956 Ashmun St Sault Ste Marie MI 49783 381893519 25000 0 Program Services Keweenaw Community Foundation PO Box 265 Hancock MI 49930 383223079 25000 0 Program Services Lac du Flambeau Chippewa Ha 554 Chicog St Lac Du Flambeau WI 54538 391051019 25000 0 Energy Planning Lac Vieux Desert Band of Lake Superior Chippeway PO Box 249 Watersmeet MI 49969 382629283 25000 0 Energy Planning Michigan Health Improvement Alliance Inc PO Box 100 Freeland MI 48623 452133862 25000 0 Program Services New Ecology Inc 294 Washington St Suite 830 Boston MA 02108 043447828 1021335 0 National Market Expansion New Leaf Detroit 150 S Staebler Rd 887 Ann Arbor MI 48103 821934066 25000 0 Program Services One Love Global Inc 3525 S Martin Luther King Jr Blvd Suite B Lansing MI 48910 200373503 25000 0 Program Services Polar Bear Sustainable Energy Co-Op 21 Highland St Highland Park MI 48203 871540389 75000 0 Program Services Red Cliff Chippewa 37645 New Housing Rd Bayfield WI 54814 391774547 25000 0 Energy Planning Friends of Rouge Park 9509 West Parkway Detroit MI 48239 320011147 25000 0 Program Services Slipstream Group Inc 431 Catalyst Way Madison WI 53719 391356152 90000 0 Energy Planning Solutions Project Inc 4096 Piedmont Ave 728 Oakland CA 94611 463811348 200000 0 Program Services Sustainable Options for Urban Living Inc 14076 Lincoln Ave Dolton IL 60419 474562084 55000 0 Program Services Soulardarity 21 Highland St Highland Park MI 48203 472733535 25000 0 Program Services Sustain Dane Box 144 Madison WI 53701 431953180 15000 0 Program Services SW Detroit Enviornmental Vision Project PO Box 442012 Detroit MI 48244 383068006 25000 0 Program Services Urban Development Corporation PO Box 441691 Detroit MI 48244 830343371 25000 0 Program Services Urban Core Collective 413 Hall St SE Ste 1 Grand Rapids MI 49507 465227869 18614 0 Program Services USGBC-ILLINOIS CHAPTER 180 N LaSalle St Suite 2210 Chicago IL 60601 753098915 226197 0 Program Services Walnut Way Conservation Corp 2240 N 17th St Milwaukee WI 53205 392007850 65000 0 Building Electrification We Want Green Too 3007 Pennsylvania St Detroit MI 48214 455324148 25000 0 Program Services Wisconsin Housing Preservation Corp 150 East Gilman Street Suite 1500 Madison WI 53703 300002040 25000 0 Building Electrification Washington Heights United Methodist Church and Com 153 N Wood St Battle Creek MI 49037 852939244 25000 0 Program Services Young Gifted & Green 655 S Riverside Dr Unit 504B Memphis TN 38103 831920312 25000 0 Program Services Part I, Line 2: The use of granted funds are closely monitored and documented by management in the accounting records on an ongoing basis as expended. Schedule I, Part 1, #1 X 0 0 0 0 0 0 0 0 0 Anne Evens CEO & President 240570 0 25000 0 0 0 6260 0 27493 0 299323 0 0 0 Antonia Ornelas Chief Program Officer 193815 0 12500 0 0 0 5150 0 25834 0 237299 0 0 0 Lindy Loyet Chief Financial Officer 199392 0 12500 0 0 0 5150 0 17272 0 234314 0 0 0 Abigail Corso Chief Strategy Officer 198619 0 12500 0 0 0 5150 0 17669 0 233938 0 0 0 Delmar Gillus Chief Operating Officer 188750 0 12500 0 0 0 5150 0 27513 0 233913 0 0 0 Rebecca Turner Buckland Chief People Officer 199612 0 12500 0 0 0 5150 0 15856 0 233118 0 0 0 Mark Dunn Husband of CEO, Anne Evens 23442 Mark Dunn, husband of CEO Anne Evens, is the organization's Chief of Construction. He is a salaried employee. 0 Leslie Hendren Sister of CFO, Lindy Loyet 114750 Leslie Hendren, sister of CFO Lindy Loyet, is the organization's Benefits and Payroll Lead. She is a salaried employee. 0 Liam Draper Son of CEO, Anne Evens. 52363 Liam Draper (Associate, Programs), son of CEO Anne Evens. He is a salaried employee 0 Form 990, Part VI, Section B, line 11b The 990 is reviewed by the CFO along with the CEO. A copy is then provided to the full board for a final review and approval. Form 990, Part VI, Section B, line 12c The Board reaffirms the Organization's conflict of interest policy annually when each member completes a conflict of interest disclosure form. Form 990, Part VI, Section B, line 15 An annual review of the Chief Executive Officer is performed by the independent officers of the board. The chairperson of the board provides a report to the Executive Committee to substantiate compensation, duties and goals for the coming year. The Chief Executive Officer conducts the annual performance review for all other officers and key employees. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available upon request. Form 990, Part IX, line 11g Construction Services: Program service expenses 12,038,927. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,038,927. Professional Services: Program service expenses 6,882,054. Management and general expenses 312,045. Fundraising expenses 4,237. Total expenses 7,198,336. Form 990, Part XII, line 2c: The process has not changed from the prior year.