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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-03T11:26:22-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831445511 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH MARION & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 ORANGE TREE LANE SUITE 100 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825258187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFT TO RISE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFT | BusinessNameControlTxt |
| Phone | 9548292941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73-710 FRED WARING DR STE 100 100 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER VAIKONA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9548292941 | PhoneNum |
| Signature | 2023-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | VAIKONA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLOS CARAZO | PreparerPersonNm |
| PTIN | P02046597 | PTIN |
| Phone | 9093072323 | PhoneNum |
| Preparation | 2023-04-03 | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER VAIKONA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73-710 FRED WARING DR STE 100 100 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,799,508 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LIFTTORISE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,072,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,789,452 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,056 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $22,074,491 | PYTotalRevenueAmt |
| CY Total Revenue | $56,799,508 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $750,012 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,777,364 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,502,160 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $91,743 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,089,648 | PYOtherExpensesAmt |
| CY Other Expenses | $53,247,545 | CYOtherExpensesAmt |
| PY Total Expenses | $21,617,024 | PYTotalExpensesAmt |
| CY Total Expenses | $56,749,705 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $457,467 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,803 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,966,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,036,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,097,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,117,740 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $869,233 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $919,058 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $55,659,680 | ExpenseAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $156,410 | ExpenseAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $55,816,090 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | 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 | 1681 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 58 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER VAIKONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7606360420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73-710 FRED WARING DR SUITE 100 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NADIA VILLAGRAN | ||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATT HORTON | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BEATRIZ GONZALEZ | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY PAINTER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS KENNEN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAIME ALONSO | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER VAIKONA | ||||||
| CEO | 40.00 | Yes (X) | $210,815 | $0 | $33,726 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $210,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,726 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RALLY | |||||
| 9171 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90210 | COMMUNICATIONS AND MARKETING | $247,548 |
| LEADING INSIDE OUT LLC | |||||
| 2846 N STOWELL AVE | MILWAUKEE | WI | 53211 | PROGRAMATIC CONSULTING | $103,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $56,754,084 | GovernmentGrantsAmt |
| All Other Contributions | $35,368 | AllOtherContributionsAmt |
| Total Contributions | $56,789,452 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,056 | TotalRevenueColumnAmt |
| Exclusion | $10,056 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,799,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,056 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,815 | TotalAmt |
| Program Services | $172,064 | ProgramServicesAmt |
| Management And General | $33,574 | ManagementAndGeneralAmt |
| Fundraising | $5,177 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,291,345 | TotalAmt |
| Program Services | $2,686,342 | ProgramServicesAmt |
| Management And General | $524,176 | ManagementAndGeneralAmt |
| Fundraising | $80,827 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,400 | TotalAmt |
| Management And General | $17,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,494 | TotalAmt |
| Program Services | $187,666 | ProgramServicesAmt |
| Management And General | $107,828 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,049 | TotalAmt |
| Program Services | $516,049 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,260 | TotalAmt |
| Program Services | $96,701 | ProgramServicesAmt |
| Management And General | $522 | ManagementAndGeneralAmt |
| Fundraising | $1,037 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,942 | TotalAmt |
| Program Services | $648,567 | ProgramServicesAmt |
| Management And General | $31,294 | ManagementAndGeneralAmt |
| Fundraising | $81 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,696 | TotalAmt |
| Program Services | $40,083 | ProgramServicesAmt |
| Management And General | $40,613 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,547 | TotalAmt |
| Program Services | $121,759 | ProgramServicesAmt |
| Management And General | $23,788 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,245 | TotalAmt |
| Program Services | $71,018 | ProgramServicesAmt |
| Management And General | $838 | ManagementAndGeneralAmt |
| Fundraising | $389 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61 | TotalAmt |
| Management And General | $61 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,776 | TotalAmt |
| Management And General | $8,776 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,606 | TotalAmt |
| Management And General | $11,606 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,647 | TotalAmt |
| Program Services | $286,389 | ProgramServicesAmt |
| Management And General | $34,198 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,749,705 | TotalAmt |
| Program Services | $55,816,090 | ProgramServicesAmt |
| Management And General | $841,872 | ManagementAndGeneralAmt |
| Fundraising | $91,743 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,688,145 | BOYAmt |
| EOY | $9,208,607 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,672 | BOYAmt |
| EOY | $2,694 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,000 | BOYAmt |
| EOY | $667,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,675 | BOYAmt |
| EOY | $28,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,968 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,953 | BOYAmt |
| EOY | $129,898 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,966,445 | BOYAmt |
| EOY | $10,036,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,329 | BOYAmt |
| EOY | $866,838 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,793,883 | BOYAmt |
| EOY | $8,250,902 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,097,212 | BOYAmt |
| EOY | $9,117,740 | 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 | $740,200 | BOYAmt |
| EOY | $347,113 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,033 | BOYAmt |
| EOY | $571,945 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,233 | BOYAmt |
| EOY | $919,058 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,966,445 | BOYAmt |
| EOY | $10,036,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $49,803 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,220,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,493,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,072,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,789,452 | CurrentTaxYearAmt |
| Total | $82,575,284 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,220,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,493,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,072,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,789,452 | CurrentTaxYearAmt |
| Total | $82,575,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $82,575,284 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $9,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,056 | CurrentTaxYearAmt |
| Total | $21,965 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,597,249 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $205,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $205,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,532,835 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,738,335 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $49,098 | CurrentYearMinus1Amt |
| Current Year | $205,500 | CurrentYearAmt |
| Total | $254,598 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,330 | DepreciationAmt |
| Book Value | $58,104 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,638 | DepreciationAmt |
| Book Value | $16,109 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,685 | OtherCostOrOtherBasisAmt |
| Book Value | $55,685 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $129,898 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $56,799,530 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $22 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,799,508 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,799,508 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,749,705 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $56,749,705 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,749,705 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LIFT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER VAIKONA | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $210,815 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $19,832 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,894 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $244,541 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | LIFT 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 1 | LIFT 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 4A | PROGRAM 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 4B | PROGRAM 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 3 | GC PLANNING OR EXECUTING BUDGETS AND FINANCIAL OPERATIONS |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 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 12C | LIFT 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 15A | LIFT 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 19 | AVAILABLE UPON REQUEST |
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