LEARNING INDEPENDENCE FOR TOMORROW INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING INDEPENDENCE FOR TOMORROW INCORPORATED (EIN 46-1088977)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-08
- IRS object ID
- 202431299349301808
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T09:47:13-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461088977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING INDEPENDENCE FOR TOMORROW INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 7272587659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 S HIGHLAND AVE | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN NAUGLE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7272587659 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHAWN | PersonFirstNm |
| Person Last | NAUGLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA HENTON | PreparerPersonNm |
| PTIN | P00630282 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2024-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFT ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAWN NAUGLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 S HIGHLAND AVE | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,386,937 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFTFL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE AND EMPOWER PEOPLE WITH NEURODIVERSITY TO LEARN, THRIVE, AND SUCCEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,772,621 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,502,581 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,895,792 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $803,035 | CYProgramServiceRevenueAmt |
| PY Investment Income | $572 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,958 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$103,046 | PYOtherRevenueAmt |
| CY Other Revenue | -$218,486 | CYOtherRevenueAmt |
| PY Total Revenue | $6,565,939 | PYTotalRevenueAmt |
| CY Total Revenue | $8,108,088 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,636 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $79,940 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,924,636 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,662,290 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $493,934 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $767,530 | PYOtherExpensesAmt |
| CY Other Expenses | $1,462,099 | CYOtherExpensesAmt |
| PY Total Expenses | $2,726,802 | PYTotalExpensesAmt |
| CY Total Expenses | $4,204,329 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,839,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,903,759 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,670,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,065,909 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $669,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,159,889 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,000,555 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,906,020 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF LIFT IS TO INSPIRE AND EMPOWER PEOPLE WITH NEURODIVERSITY TO LEARN, THRIVE, AND SUCCEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,147,467 | ExpenseAmt |
| Grant | $79,940 | GrantAmt |
| Revenue | $803,035 | RevenueAmt |
| Desc | LEARNING INDEPENDENCE FOR TOMORROW (LIFT) IS A NOT-FOR-PROFIT EDUCATIONAL ORGANIZATION BASED IN PINELLAS COUNTY, FLORIDA. LIFT HAS THREE OUTSTANDING EDUCATIONAL PROGRAMS DEDICATED TO PROMOTING THE ADVANCEMENT OF KNOWLEDGE AND SKILLS IN EDUCATION WITHIN AN INCLUSIVE SETTING. LIFT ACADEMY, SERVING STUDENTS IN KINDERGARTEN THROUGH 12TH GRADE, LIFT UNIVERSITY TRANSITION PROGRAM, A FOUR YEAR POST-SECONDARY TRANSITION PROGRAM FOR YOUNG ADULTS AGES 18-22, AND LIFT ADULT TRAINING PROGRAM, SERVING ADULTS 23 YEARS-OLD AND ABOVE THROUGH EMPLOYABILITY, LIFE, AND WORK SKILLS AND EDUCATION. LIFT ASSISTS EACH STUDENT TO REACH THEIR POTENTIAL ACADEMICALLY AND DEVELOP NECESSARY SKILLS FOR INDEPENDENCE. TODAY LIFT BOASTS AN ENROLLMENT OF 170 STUDENTS AND 40+ STAFF MEMBERS. | Desc |
| Total Program Service Expenses | $3,147,467 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWN NAUGLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7272587659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 S HIGHLAND AVE | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SHAWN NAUGLE | |||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | Yes (X) | $178,279 | $0 | $0 | |
| KELI MONDELLO | |||||||
| CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIM KURUZOVICH | |||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATT RICH | |||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KYLE MAXSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SERGIO CADAVID | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY MAGUIRE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIAD GRANGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COLBY MASTERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMI VANOVERBEKE | |||||||
| PRINCIPAL | 40.00 | $144,130 | $0 | $9,110 | Yes (X) | ||
| JULIE BRECHER | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $111,879 | $0 | $5,287 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $434,288 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,397 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $779,228 | FundraisingAmt |
| Government Grants | $1,797,128 | GovernmentGrantsAmt |
| All Other Contributions | $4,926,225 | AllOtherContributionsAmt |
| Noncash Contributions | $4,851 | NoncashContributionsAmt |
| Total Contributions | $7,502,581 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & REGISTRATION | 611110 | $646,864 | $646,864 |
| LUTP PROGRAMS | 611110 | $56,712 | $56,712 |
| LIFT DAY PROGRAM | 611110 | $53,675 | $53,675 |
| BEFORE & AFTER SCHOOL CARE | 611110 | $28,596 | $28,596 |
| OTHER FEES | 611110 | $17,188 | $17,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $803,035 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,958 | TotalRevenueColumnAmt |
| Exclusion | $20,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,525 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $779,228 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $273,998 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$219,473 | TotalRevenueColumnAmt |
| Exclusion | -$219,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,838 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,851 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $987 | TotalRevenueColumnAmt |
| Exclusion | $987 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,108,088 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $803,035 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$197,528 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,940 | TotalAmt |
| Program Services | $79,940 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,320 | TotalAmt |
| Program Services | $137,306 | ProgramServicesAmt |
| Management And General | $16,049 | ManagementAndGeneralAmt |
| Fundraising | $24,965 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,943,284 | TotalAmt |
| Program Services | $1,496,329 | ProgramServicesAmt |
| Management And General | $174,895 | ManagementAndGeneralAmt |
| Fundraising | $272,060 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,009 | TotalAmt |
| Program Services | $18,487 | ProgramServicesAmt |
| Management And General | $2,161 | ManagementAndGeneralAmt |
| Fundraising | $3,361 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,876 | TotalAmt |
| Program Services | $260,934 | ProgramServicesAmt |
| Management And General | $30,499 | ManagementAndGeneralAmt |
| Fundraising | $47,443 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,801 | TotalAmt |
| Program Services | $136,907 | ProgramServicesAmt |
| Management And General | $16,002 | ManagementAndGeneralAmt |
| Fundraising | $24,892 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,620 | TotalAmt |
| Program Services | $32,058 | ProgramServicesAmt |
| Fundraising | $3,562 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,820 | TotalAmt |
| Management And General | $92,820 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,610 | TotalAmt |
| Management And General | $56,610 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,369 | TotalAmt |
| Program Services | $112,740 | ProgramServicesAmt |
| Management And General | $64 | ManagementAndGeneralAmt |
| Fundraising | $12,565 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,286 | TotalAmt |
| Management And General | $4,722 | ManagementAndGeneralAmt |
| Fundraising | $60,564 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,901 | TotalAmt |
| Program Services | $7,395 | ProgramServicesAmt |
| Fundraising | $506 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,979 | TotalAmt |
| Program Services | $60,461 | ProgramServicesAmt |
| Fundraising | $6,518 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,612 | TotalAmt |
| Program Services | $359,733 | ProgramServicesAmt |
| Management And General | $25,879 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,525 | TotalAmt |
| Program Services | $6,077 | ProgramServicesAmt |
| Fundraising | $3,448 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,598 | TotalAmt |
| Program Services | $783 | ProgramServicesAmt |
| Fundraising | $3,815 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,454 | TotalAmt |
| Management And General | $50,454 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,335 | TotalAmt |
| Program Services | $8,168 | ProgramServicesAmt |
| Management And General | $8,167 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,513 | TotalAmt |
| Program Services | $206,855 | ProgramServicesAmt |
| Management And General | $5,658 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CURRICULUM AND SUPPLIES | $96,819 | $71,706 | $25,113 |
| REPAIRS & MAINTENANCE | $49,606 | $49,606 | |
| LUTP PROGRAMS | $44,253 | $44,253 | |
| BAD DEBT EXPENSE | $30,694 | $30,694 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,105 | TotalAmt |
| Program Services | $57,729 | ProgramServicesAmt |
| Management And General | $23,141 | ManagementAndGeneralAmt |
| Fundraising | $30,235 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,204,329 | TotalAmt |
| Program Services | $3,147,467 | ProgramServicesAmt |
| Management And General | $562,928 | ManagementAndGeneralAmt |
| Fundraising | $493,934 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,278 | BOYAmt |
| EOY | $459,975 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $987,081 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,720 | BOYAmt |
| EOY | $219,625 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,720 | BOYAmt |
| EOY | $52,748 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,870 | BOYAmt |
| EOY | $36,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,809,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,948 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,121,701 | BOYAmt |
| EOY | $10,754,132 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,085 | BOYAmt |
| EOY | $4 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,416 | BOYAmt |
| EOY | $30,614 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,441 | BOYAmt |
| EOY | $1,525,682 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,670,231 | BOYAmt |
| EOY | $14,065,909 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,676 | BOYAmt |
| EOY | $2,088,039 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,071,850 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,676 | BOYAmt |
| EOY | $5,159,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,867,345 | BOYAmt |
| EOY | $8,666,654 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,210 | BOYAmt |
| EOY | $239,366 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,555 | BOYAmt |
| EOY | $8,906,020 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,670,231 | BOYAmt |
| EOY | $14,065,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,903,759 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,791 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$85 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $56,610 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $56,610 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYIST AND CONSULTANT FIRM HIRED TO ADVOCATE THE INTERESTS OF LIFT BEFORE THE FLORIDA LEGISLATURE, EXECUTIVE AGENCIES, AND OTHER GOVERNMENTAL ENTITIES, AGENCIES OR DEPARTMENTS WITHIN THE STATE OF FLORIDA. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,416 | BeginningYearBalanceAmt |
| Contributions | $571 | ContributionsAmt |
| Investment Earnings Or Losses | $1,791 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $164 | AdministrativeExpensesAmt |
| End Year Balance | $30,614 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,081 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,665 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,416 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,797 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,284 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $32,081 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $797 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,797 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,000 | BeginningYearBalanceAmt |
| End Year Balance | $25,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $292,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,563 | DepreciationAmt |
| Book Value | $285,146 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,516,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,385 | DepreciationAmt |
| Book Value | $10,468,986 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,754,132 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION CONTINGENCY FOR BOND | $545,000 |
| SECURITY DEPOSIT | $55,255 |
| INTEREST RESERVE FOR BOND | $925,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,525,682 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,014,657 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,791 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$95,222 | OtherRevenueAmt |
| Revenue Not Reported | -$93,431 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,108,088 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,108,088 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,109,192 | TotExpnsEtcAuditedFinclStmtAmt |
| Prior Year Adjustments | $85 | PriorYearAdjustmentsAmt |
| Expenses Not Reported | $85 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,109,107 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $95,222 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $95,222 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,204,329 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS BEING HELD AT THE DISCRETION OF THE BOARD. |
| PART X, LINE 2: | THE ORGANIZATION HAS RECEIVED A DETERMINATION OF TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS AFTER JUNE 30, 2019 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE -79,940. CITY WIDE FUNDRAISER EXPENSES -15,282. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE 79,940. CITY WIDE FUNDRAISER EXPENSES 15,282. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATORY POLICY IS LOCATED IN EMPLOYEE AND STUDENT HANDBOOKS, ON REGISTRATION FORMS, AND ON THE ORGANIZATION'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | NEARLY 90% OF ALL LIFT STUDENTS RECEIVE FUNDS FROM THE FLORIDA DEPARTMENT OF EDUCATION IN THE FORM OF MCKAY, FAMILY EMPOWERMENT SCHOLARSHIP, AAA, OR FLORIDA TAX CREDIT SCHOLARSHIP PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIFT YOUR SPIRITS | Event1Nm |
| Gross Receipts Event1 | $666,516 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $633,896 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,620 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,275 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $60,748 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,680 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $131,972 | OtherDirectExpensesEvent1Amt |
| Event2 | RISE AWARDS | Event2Nm |
| Gross Receipts Event2 | $127,577 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $119,297 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,280 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $22,816 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $25,704 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $39,660 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $26,035 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,625 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $23,803 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $833,753 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $779,228 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $54,525 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,091 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $60,748 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,680 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $181,479 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $273,998 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$219,473 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIP | GrantTypeTxt |
| Recipient | 30 | RecipientCnt |
| Cash Grant | $79,940 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOLARSHIPS ARE AWARDED BASED ON FINANCIAL NEED AND ARE VETTED THROUGH FACTS. SCHOLARSHIP AWARDS ARE APPLIED DIRECTLY TO TUITION - NO CHECKS ARE DISTRIBUTED TO STUDENTS, PARENTS, OR GUARDIANS. |
| PART III, COLUMN (B): | PROVIDED THE ACTUAL NUMBER OF RECIPIENTS BASED ON SCHOLARSHIPS GIVEN OUT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN NAUGLE | ||||||||||||||
| EXECUTIVE DIRECTOR | $176,779 | $0 | $1,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,279 | $0 | $0 | $0 |
| TAMI VANOVERBEKE | ||||||||||||||
| PRINCIPAL | $144,130 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,110 | $0 | $153,240 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE LIFT BOARD ANNUALLY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINELLAS COUNTY EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 596000800 | BondIssuerEIN |
| Bond Issued | 2022-09-27 | BondIssuedDt |
| Issue Price | $10,000,000 | IssuePriceAmt |
| Purpose | ACQUISITION, CONSTRUCTION, AND RENOVATION OF AN EDUCATIONAL FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $12,055 | RetiredAmt |
| Total Proceeds | $10,000,000 | TotalProceedsAmt |
| Capitalized Interest | $50,001 | CapitalizedInterestAmt |
| Capital Expenditures | $3,363,777 | CapitalExpendituresAmt |
| Unspent | $6,586,222 | UnspentAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELI MONDELLO | PersonNm |
| Relationship With Org | CHAIRMAN | RelationshipWithOrgTxt |
| Loan Purpose | PROVIDE CAPITAL TO FURTHER THE ORGANIZATION'S MISSION | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $450,000 | OriginalPrincipalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART IV, LINE 26 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVED A $450,000 NOTE PAYABLE FROM A BOARD MEMBER. THE LOAN WAS FORGIVEN BY THE BOARD MEMBER IN AUGUST 2022 AND INCLUDED IN CONTRIBUTIONS IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS AS OF JUNE 30, 2023. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | LIFT HAS AN EXECUTIVE COMMITTEE THAT IS AUTHORIZED BY THE BOARD OF DIRECTORS TO SERVE AT THE DISCRETION OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR AND THEN PROVIDED TO THE ENTIRE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | LIFT'S POLICY IS THAT ALL POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED FULLY AND IMMEDIATELY TO THE LIFT BOARD OF DIRECTORS FOR APPROPRIATE CONSIDERATION AND ACTION. TO AID IN THE DISCLOSURE PROCESS, MEMBERS ARE ASKED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE AND CONFIDENTIALITY ACKNOWLEDGEMENT AND/OR WHENEVER A CONFLICT ARISES. DISCLOSURES THAT ARE MADE WILL BE PLACED ON THE AGENDA FOR CAREFUL REVIEW BY THE DISINTERESTED MEMBERS AND DOCUMENTED WITHIN MEETING MINUTES. THE DISINTERESTED MEMBERS SHALL MAKE A DETERMINATION BY MAJORITY VOTE AS TO WHETHER A TRUE CONFLICT EXISTS AND WHAT SUBSEQUENT ACTIONS ARE APPROPRIATE (IF ANY). |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S INDEPENDENT GOVERNING BODY REVIEWED COMPARABLE DATA FOR SIMILAR POSITIONS IN THE AREA AND CONDUCTED MARKET RESEARCH WHEN DETERMINING COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. ADDITIONALLY, A PERSONNEL EXPENSE REPORT IS SUBMITTED TO THE FINANCE COMMITTEE FOR REVIEW DURING THE ANNUAL BUDGET PROCESS THAT ANALYZES THE MARKET TO DETERMINE COMPETITIVE COMPENSATION FOR ALL STAFF MEMBERS TO ENSURE LIFT HIRES AND MAINTAINS EFFECTIVE AND EFFICIENT STAFF. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN FISCAL YEAR 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
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