LIFT TO RISE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LIFT TO RISE (EIN 82-5258187)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-03
IRS object ID
202310939349301311
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-03T11:26:22-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN831445511PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH MARION & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11940 ORANGE TREE LANE SUITE 100AddressLine1Txt
CityREDLANDSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92374ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN825258187EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIFT TO RISEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIFTBusinessNameControlTxt
Phone9548292941PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line173-710 FRED WARING DR STE 100 100AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEATHER VAIKONAPersonNm
Person TitleCEOPersonTitleTxt
Phone9548292941PhoneNum
Signature2023-04-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEATHERPersonFirstNm
Person LastVAIKONAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLOS CARAZOPreparerPersonNm
PTINP02046597PTIN
Phone9093072323PhoneNum
Preparation2023-04-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHEATHER VAIKONAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line173-710 FRED WARING DR STE 100 100AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$56,799,508GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressLIFTTORISE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee58TotalEmployeeCnt
Total Volunteers275TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,072,559PYContributionsGrantsAmt
CY Contributions Grants$56,789,452CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,932PYInvestmentIncomeAmt
CY Investment Income$10,056CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$22,074,491PYTotalRevenueAmt
CY Total Revenue$56,799,508CYTotalRevenueAmt
PY Grants And Similar Paid$750,012PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,777,364PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,502,160CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$91,743CYTotalFundraisingExpenseAmt
PY Other Expenses$19,089,648PYOtherExpensesAmt
CY Other Expenses$53,247,545CYOtherExpensesAmt
PY Total Expenses$21,617,024PYTotalExpensesAmt
CY Total Expenses$56,749,705CYTotalExpensesAmt
PY Revenues Less Expenses$457,467PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$49,803CYRevenuesLessExpensesAmt
Total Assets BOY$7,966,445TotalAssetsBOYAmt
Total Assets EOY$10,036,798TotalAssetsEOYAmt
Total Liabilities BOY$7,097,212TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,117,740TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$869,233NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$919,058NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$55,659,680ExpenseAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$156,410ExpenseAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$55,816,090TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1681IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee58EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEATHER VAIKONABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7606360420PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line173-710 FRED WARING DR SUITE 100AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92260ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NADIA VILLAGRAN
BOARD CHAIR5.00Yes (X)Yes (X)$0$0$0
MATT HORTON
TREASURER5.00Yes (X)Yes (X)$0$0$0
BEATRIZ GONZALEZ
SECRETARY5.00Yes (X)Yes (X)$0$0$0
GARY PAINTER
BOARD MEMBER5.00Yes (X)$0$0$0
CHRIS KENNEN
BOARD MEMBER5.00Yes (X)$0$0$0
JAIME ALONSO
BOARD MEMBER5.00Yes (X)$0$0$0
HEATHER VAIKONA
CEO40.00Yes (X)$210,815$0$33,726
FieldValueIRS element (for citing)
Total Reportable Comp From Org$210,815TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$33,726TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
RALLY
9171 WILSHIRE BLVD STE 400BEVERLY HILLSCA90210COMMUNICATIONS AND MARKETING$247,548
LEADING INSIDE OUT LLC
2846 N STOWELL AVEMILWAUKEEWI53211PROGRAMATIC CONSULTING$103,379
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$56,754,084GovernmentGrantsAmt
All Other Contributions$35,368AllOtherContributionsAmt
Total Contributions$56,789,452TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,056TotalRevenueColumnAmt
Exclusion$10,056ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,799,508TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,056ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$210,815TotalAmt
Program Services$172,064ProgramServicesAmt
Management And General$33,574ManagementAndGeneralAmt
Fundraising$5,177FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,291,345TotalAmt
Program Services$2,686,342ProgramServicesAmt
Management And General$524,176ManagementAndGeneralAmt
Fundraising$80,827FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,400TotalAmt
Management And General$17,400ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$295,494TotalAmt
Program Services$187,666ProgramServicesAmt
Management And General$107,828ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$516,049TotalAmt
Program Services$516,049ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$98,260TotalAmt
Program Services$96,701ProgramServicesAmt
Management And General$522ManagementAndGeneralAmt
Fundraising$1,037FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$679,942TotalAmt
Program Services$648,567ProgramServicesAmt
Management And General$31,294ManagementAndGeneralAmt
Fundraising$81FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$80,696TotalAmt
Program Services$40,083ProgramServicesAmt
Management And General$40,613ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$145,547TotalAmt
Program Services$121,759ProgramServicesAmt
Management And General$23,788ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$72,245TotalAmt
Program Services$71,018ProgramServicesAmt
Management And General$838ManagementAndGeneralAmt
Fundraising$389FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$61TotalAmt
Management And General$61ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,776TotalAmt
Management And General$8,776ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,606TotalAmt
Management And General$11,606ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
COMMUNITY INTERVENTIONS$49,497,400$49,497,400
COMMUNITY ENGAGEMENT$835,442$824,072$7,198$4,172
DATA AND RESEARCH$462,480$462,480
ADVOCACY$205,500$205,500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$320,647TotalAmt
Program Services$286,389ProgramServicesAmt
Management And General$34,198ManagementAndGeneralAmt
Fundraising$60FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,749,705TotalAmt
Program Services$55,816,090ProgramServicesAmt
Management And General$841,872ManagementAndGeneralAmt
Fundraising$91,743FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,688,145BOYAmt
EOY$9,208,607EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,672BOYAmt
EOY$2,694EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$120,000BOYAmt
EOY$667,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,675BOYAmt
EOY$28,599EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$155,866LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,968LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$120,953BOYAmt
EOY$129,898EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,966,445BOYAmt
EOY$10,036,798EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$303,329BOYAmt
EOY$866,838EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,793,883BOYAmt
EOY$8,250,902EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,097,212BOYAmt
EOY$9,117,740EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$740,200BOYAmt
EOY$347,113EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$129,033BOYAmt
EOY$571,945EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$869,233BOYAmt
EOY$919,058EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,966,445BOYAmt
EOY$10,036,798EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$49,803ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,220,009CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,493,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,072,559CurrentTaxYearMinus1YearAmt
Current Tax Year$56,789,452CurrentTaxYearAmt
Total$82,575,284TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,220,009CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,493,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,072,559CurrentTaxYearMinus1YearAmt
Current Tax Year$56,789,452CurrentTaxYearAmt
Total$82,575,284TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$82,575,284PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$9,977CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,932CurrentTaxYearMinus1YearAmt
Current Tax Year$10,056CurrentTaxYearAmt
Total$21,965TotalAmt
FieldValueIRS element (for citing)
Total Support$82,597,249TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$205,500FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$205,500FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$56,532,835FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$56,738,335FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$2,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$49,098CurrentYearMinus1Amt
Current Year$205,500CurrentYearAmt
Total$254,598TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$500,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$750,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,434OtherCostOrOtherBasisAmt
Depreciation$7,330DepreciationAmt
Book Value$58,104BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,747OtherCostOrOtherBasisAmt
Depreciation$18,638DepreciationAmt
Book Value$16,109BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,685OtherCostOrOtherBasisAmt
Book Value$55,685BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$129,898TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$56,799,530TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22NetUnrealizedGainsInvstAmt
Revenue Not Reported$22RevenueNotReportedAmt
Revenue Subtotal$56,799,508RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$56,799,508TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,749,705TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$56,749,705ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$56,749,705TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationLIFT TO RISE REQUIRES INTERIM REPORTING FROM GRANT RECIPIENTS. THE PURPOSE OF THESE REPORTS ARE TO EVALUATE THE PROGRESS OF GRANT ACTIVITIES AND TO ENSURE GRANT FUNDS ARE BEING UTILIZED FOR THEIR INTENDED PURPOSE AND IN THE INTENDED TIME PERIOD. FINAL REPORTS ARE REQUIRED TO EXPLAIN OUTCOMES OF GRANT CONTRACTS. REPORT REQUIREMENTS ARE UNIQUE TO EACH GRANT AND CAREFULLY CRAFTED TO ENSURE INFORMATION IS CURATED TO LIFT TO RISE'S PROGRAMMATIC GOALS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHEATHER VAIKONAPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$210,815BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$19,832DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$13,894NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$244,541TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1LIFT TO RISE IS A COLLECTIVE IMPACT ORGANIZATION THAT WORKS TO ACHIEVE A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. OUR WORK BRINGS TOGETHER COMMUNITY AND INSTITUTIONAL LEADERS TO COLLABORATIVELY SOLVE THE UNDERLYING CAUSES OF POVERTY AND INEQUALITY. LIFT TO RISE CONVENES MORE THAN 70 CROSS-SECTOR PARTNERS COMMITTED TO A SHARED NORTH STAR: A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. THROUGH EXTENSIVE DATA ANALYSIS AND DEEP COMMUNITY LISTENING, OUR COALITION HAS IDENTIFIED TWO PRIORITY ISSUES: RADICALLY INCREASING HOUSING STABILITY TO REDUCE REGIONAL RENT BURDEN BY 30% AND BUILDING PATHWAYS TO ECONOMIC MOBILITY TO CUT SINGLE-MOTHER POVERTY BY ONE THIRD. IN RESPONSE TO THE COVID-19 PANDEMIC, LIFT TO RISE HAS TAKEN ON A REGIONAL LEADERSHIP ROLE IN AGGREGATING AND DEPLOYING EMERGENCY RESOURCES TO FINANCIALLY IMPACTED COACHELLA VALLEY RESIDENTS.
FORM 990, PART III, LINE 1LIFT TO RISE IS A COLLECTIVE IMPACT ORGANIZATION THAT WORKS TO ACHIEVE A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. OUR WORK BRINGS TOGETHER COMMUNITY AND INSTITUTIONAL LEADERS TO COLLABORATIVELY SOLVE THE UNDERLYING CAUSES OF POVERTY AND INEQUALITY. LIFT TO RISE CONVENES MORE THAN 70 CROSS-SECTOR PARTNERS COMMITTED TO A SHARED NORTH STAR: A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. THROUGH EXTENSIVE DATA ANALYSIS AND DEEP COMMUNITY LISTENING, OUR COALITION HAS IDENTIFIED TWO PRIORITY ISSUES: RADICALLY INCREASING HOUSING STABILITY TO REDUCE REGIONAL RENT BURDEN BY 30% AND BUILDING PATHWAYS TO ECONOMIC MOBILITY TO CUT SINGLE-MOTHER POVERTY BY ONE THIRD. IN RESPONSE TO THE COVID-19 PANDEMIC, LIFT TO RISE HAS TAKEN ON A REGIONAL LEADERSHIP ROLE IN AGGREGATING AND DEPLOYING EMERGENCY RESOURCES TO FINANCIALLY IMPACTED COACHELLA VALLEY RESIDENTS.
FORM 990, PART III, LINE 4APROGRAM 1: HOUSING STABILITY LIFT TO RISE'S HOUSING STABILITY COLLABORATIVE ACTION NETWORK (CAN) COMPRISES OVER 60 CROSS-SECTOR PARTNERS, INCLUDING COMMUNITY ORGANIZATIONS, ALL NINE COACHELLA VALLEY CITIES, RIVERSIDE COUNTY, NON-PROFIT AFFORDABLE HOUSING DEVELOPERS, AND COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS) ALL ORGANIZED AROUND A CRYSTAL-CLEAR SHARED RESULT: REDUCING REGIONAL RENT BURDEN BY 30% BY PRODUCING 10,000 UNITS OF AFFORDABLE HOUSING BY 2028. THE HOUSING STABILITY CAN, ANCHORED BY LIFT TO RISE, WORKS TO ACHIEVE THIS SHARED RESULT WITH THE FOLLOWING KEY STRATEGIES: PIPELINE IN PARTNERSHIP WITH CAN MEMBERS, LIFT TO RISE AGGREGATES AND TRACKS A REGIONAL PIPELINE OF COMMUNITY-VALUED AFFORDABLE HOUSING UNITS AND CREATIVELY IDENTIFIES OPPORTUNITIES FOR NEW DEVELOPMENT; FUNDING WITH RIVERSIDE COUNTY AND CDFI PARTNERS RURAL COMMUNITY ASSISTANCE CORPORATION AND THE LOW-INCOME INVESTMENT FUND, LIFT TO RISE BUILD AND MANAGES THE WE LIFT: COACHELLA VALLEY HOUSING CATALYST FUND, A REVOLVING LOAN FUND THAT LEVERAGES PUBLIC AND PRIVATE CAPITAL TO OFFER LOW-INTEREST PREDEVELOPMENT AND ACQUISITION LOANS TO AFFORDABLE HOUSING PROJECTS WITH FUNDING GAPS; POLICY ADVOCACY LIFT TO RISE AND ITS PARTNERS ADVOCATE FOR CHANGES IN STATE AND FEDERAL AFFORDABLE HOUSING POLICY TO REMOVE BARRIERS FOR OUR REGION. WE WORK TO ALIGN OUR COUNTY AND ALL NINE MUNICIPALITIES IN ESTABLISHING POLICIES THAT SUPPORT COORDINATED AFFORDABLE HOUSING DEVELOPMENT; RESIDENT ENGAGEMENT LIFT TO RISE EDUCATES AND ACTIVATES RESIDENT LEADERS, COMMUNITY PARTNERS, AND PUBLIC OFFICIALS TO ADVOCATE FOR AFFORDABLE HOUSING IN THE REGION; SINCE THE ONSET OF THE COVID-19 PANDEMIC IN MARCH 2020, LIFT TO RISE HAS CONVENED AND IMPLEMENTED EMERGENCY ASSISTANCE INTERVENTIONS TO SUPPORT THE NEEDS OF FINANCIALLY IMPACTED COACHELLA VALLEY RESIDENTS: UNITED LIFT RENTAL ASSISTANCE PROGRAM IN PARTNERSHIP WITH RIVERSIDE AND INLAND SOCAL UNITED WAY, LIFT TO RISE DESIGNED AND RUNS AN EMERGENCY RENTAL AND UTILITY ASSISTANCE PROGRAM THAT TO DATE HAS DISBURSED MORE THAN $130 MILLION IN ASSISTANCE TO OVER 17,000 HOUSEHOLDS ACROSS RIVERSIDE COUNTY, KEEPING NEARLY 60,000 RESIDENTS HOUSED. LIFT TO RISE HAS TAKEN A LEAD ROLE IN COLLECTING AND ANALYZING DATA WITH A RACIAL EQUITY LENS AND PARTNERED WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA'S PRICE CENTER FOR SOCIAL INNOVATION TO CONDUCT A RIGOROUS PROGRAM EVALUATION OF THE UNITED LIFT PROGRAM. THE EVALUATION, WHICH SURVEYED NEARLY 2,500 TENANTS AND MORE THAN 300 LANDLORDS, FOUND THAT UNITED LIFT WAS EFFECTIVE AT TARGETING AND SERVING MARGINALIZED GROUPS IN NEED OF ASSISTANCE AND THAT RECEIVING RENTAL ASSISTANCE WAS ASSOCIATED WITH LOWER RATES OF HOMELESSNESS AND IMPROVED HOUSING STABILITY, FOOD SECURITY, AND MENTAL HEALTH. THE EVALUATION AND PROGRAM DATA ALSO REVEAL THAT THE ECONOMIC IMPACT OF THE PANDEMIC HAS BEEN WIDESPREAD AND PARTICULARLY DEVASTATING FOR LOW-INCOME BIPOC RENTER FAMILIES (AND ESPECIALLY SINGLE MOTHERS) AS WELL AS WORKERS IN THE HOSPITALITY/TOURISM AND AGRICULTURE INDUSTRIES, UNDERSCORING THE NEED FOR LONG-TERM HOUSING STABILITY AND ECONOMIC MOBILITY SOLUTIONS.
FORM 990, PART III, LINE 4BPROGRAM 2: ECONOMIC MOBILITY LIFT TO RISE ALSO CONVENES CROSS-SECTOR PARTNERS IN ITS ECONOMIC MOBILITY CAN, WHICH IN DECEMBER OF 2021 AGREED ON A SHARED RESULT THAT AT LEAST 10,000 SINGLE-MOTHER HOUSEHOLDS EXPERIENCING POVERTY IN RIVERSIDE COUNTY WILL INCREASE THEIR INCOME ABOVE 200% OF THE FEDERAL POVERTY LINE BY 2028. AFTER ANALYZING DATA ON POVERTY IN THE REGION AND DATA FROM FOCUS GROUPS OF LOW-INCOME RESIDENTS, THE CAN IDENTIFIED FIVE PRIORITY FACTORS THAT WILL NEED TO BE ADDRESSED TO ACHIEVE ITS DRAFT RESULT: MORE JOBS AND HIGHER WAGES IN INDUSTRIES/JOBS MOST OFTEN POPULATED BY SINGLE MOTHERS AFFORDABLE AND ACCESSIBLE CHILDCARE, HOUSING, AND TRANSPORTATION INCREASED SUPPORT SERVICES, ESPECIALLY MENTAL HEALTH AND WELLNESS JOB TRAINING, FINANCIAL EDUCATION, AND ENTREPRENEURSHIP PROGRAMS TARGETING SINGLE MOTHERS BUILDING PUBLIC WILL FOR CHANGE BY OVERCOMING BIASED OR EVEN RACIST ASSUMPTIONS AND STEREOTYPES ABOUT SINGLE MOTHERS AND THE WORKING POOR. IN ADDITION TO THE UNITED LIFT RENTAL ASSISTANCE PROGRAM, LIFT TO RISE ALSO LAUNCHED THE ECONOMIC PROTECTION PLAN & SUPPORT FUND AT THE ONSET OF THE COVID-19 PANDEMIC. WITH SUPPORT FROM NEARLY 20 CROSS-SECTOR PARTNERS, LIFT TO RISE DEPLOYED $1.6 MILLION IN EMERGENCY CASH ASSISTANCE TO MORE THAN 5,000 HOUSEHOLDS ACROSS THE COACHELLA VALLEY IN THE FIRST TWO MONTHS OF THE PANDEMIC.
FORM 990, PART VI, SECTION A, LINE 3GC PLANNING OR EXECUTING BUDGETS AND FINANCIAL OPERATIONS
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS SUBJECT TO PRELIMINARY REVIEW BY CEO AND GONDA+CO, THE ORGANIZATION'S EXTERNAL CPA, AND FINAL REVIEW BY BOARD OF DIRECTORS BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CLIFT TO RISE HAS CONFLICT OF INTEREST POLICIES AND PROTOCOLS FOR BOTH BOARD AND STAFF MEMBERS TO MANAGE AND ADDRESS ANY POTENTIAL CONFLICTS THAT MAY ARISE IN THE WORK. BOTH BOARD AND STAFF ARE REQUIRED TO SIGN POLICY ACKNOWLEDGMENT FORMS, AND THE POLICIES AND PROTOCOLS ARE REVIEWED ANNUALLY. ADDITIONALLY, WE TAKE ENHANCED CONFLICT OF INTEREST MEASURES RELATED TO OUR RENTAL ASSISTANCE PROGRAM: SPECIFICALLY MITIGATING ANY CONFLICT BY ENSURING THAT NO STAFF OR ASSOCIATED LEADERSHIP PROCESSES, REVIEWS OR APPROVES APPLICATIONS OF KNOWN PERSONAL OR FAMILIAL RELATIONSHIPS.
FORM 990, PART VI, SECTION B, LINE 15ALIFT TO RISE PRIORITIZES LIVING WAGE COMPENSATION AND STRIVES TO ENSURE STAFF ARE COMPENSATED COMPARABLY AND COMPETITIVELY TO LOCAL, REGIONAL AND STATEWIDE COUNTERPARTS. THE COMPENSATION COMMITTEE, ON BEHALF OF THE BOARD OF DIRECTORS SUPERVISED AN EXTERNAL, INDEPENDENT, AND THOROUGH COMP STUDY BY EVALUATING COMPARABLE SALARIES IN THE REGION AND IN SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE LEVELS OF SOCIAL IMPACT AND USED PERFORMANCE MEASURES TO GAUGE GOALS AND RESULTS ACHIEVED.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST

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