LIFT TO RISE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LIFT TO RISE (EIN 82-5258187)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-03-04
IRS object ID
202200639349300945
Schema version
2020v4.2
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)
Return2022-03-04T17:51:49-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Phone7606360420PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line173-710 FRED WARING DRIVE NO 100AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEATHER VAIKONAPersonNm
Person TitleCEOPersonTitleTxt
Phone7606360420PhoneNum
Signature2022-03-04SignatureDt
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
Preparation2022-03-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHEATHER VAIKONAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line173-710 FRED WARING DRIVE NO 100AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,074,491GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,493,264PYContributionsGrantsAmt
CY Contributions Grants$22,072,559CYContributionsGrantsAmt
PY Program Service Revenue$87,070PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$9,977PYInvestmentIncomeAmt
CY Investment Income$1,932CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,590,311PYTotalRevenueAmt
CY Total Revenue$22,074,491CYTotalRevenueAmt
PY Grants And Similar Paid$663,800PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$750,012CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$621,003PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,777,364CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,161CYTotalFundraisingExpenseAmt
PY Other Expenses$693,984PYOtherExpensesAmt
CY Other Expenses$19,089,648CYOtherExpensesAmt
PY Total Expenses$1,978,787PYTotalExpensesAmt
CY Total Expenses$21,617,024CYTotalExpensesAmt
PY Revenues Less Expenses-$388,476PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$457,467CYRevenuesLessExpensesAmt
Total Assets BOY$4,278,089TotalAssetsBOYAmt
Total Assets EOY$7,966,445TotalAssetsEOYAmt
Total Liabilities BOY$3,866,428TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,097,212TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$411,661NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$869,233NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$20,439,262ExpenseAmt
Grant$100,000GrantAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$812,356ExpenseAmt
Grant$650,012GrantAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$21,251,618TotalProgramServiceExpensesAmt
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 Document1004IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHRIS KENNEN
BOARD CHAIR5.00Yes (X)Yes (X)$0$0$0
MELODY WINTER HEAD
VICE 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
DIRECTOR5.00Yes (X)$0$0$0
LETICIA DE LARA
DIRECTOR5.00Yes (X)$0$0$0
NADIA VILLAGRAN
DIRECTOR5.00Yes (X)$0$0$0
HEATHER VAIKONA
CEO40.00Yes (X)$147,440$0$10,622
FieldValueIRS element (for citing)
Total Reportable Comp From Org$147,440TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,622TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
RALLY
9171 WILSHIRE BLVD STE 400BEVERLY HILLSCA90210COMMUNICATIONS AND MARKETING$224,693
GONDACO
74130 COUNTRY CLUB DRIVE STE 106PALM DESERTCA92260ACCOUNTING SERVICES AND PROCESS IMPLEMEN$153,631
STRATEGY LIFT
1204 PRESERVATION PARKOAKLANDCA94612PROGRAMATIC CONSULTING$103,750
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Government Grants$20,346,142GovernmentGrantsAmt
All Other Contributions$1,726,417AllOtherContributionsAmt
Noncash Contributions$2,567NoncashContributionsAmt
Total Contributions$22,072,559TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,932TotalRevenueColumnAmt
Exclusion$1,932ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,074,491TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,932ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$750,012TotalAmt
Program Services$750,012ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$147,440TotalAmt
Program Services$134,818ProgramServicesAmt
Management And General$11,296ManagementAndGeneralAmt
Fundraising$1,326FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,629,924TotalAmt
Program Services$1,490,388ProgramServicesAmt
Management And General$124,881ManagementAndGeneralAmt
Fundraising$14,655FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$21,638TotalAmt
Management And General$21,638ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$199,364TotalAmt
Program Services$127,703ProgramServicesAmt
Management And General$71,661ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$189,431TotalAmt
Program Services$189,431ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$61,813TotalAmt
Program Services$48,300ProgramServicesAmt
Management And General$13,513ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$498,948TotalAmt
Program Services$480,056ProgramServicesAmt
Management And General$18,750ManagementAndGeneralAmt
Fundraising$142FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$53,714TotalAmt
Program Services$29,275ProgramServicesAmt
Management And General$23,491ManagementAndGeneralAmt
Fundraising$948FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,706TotalAmt
Program Services$6,694ProgramServicesAmt
Management And General$12ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$60,640TotalAmt
Program Services$59,590ProgramServicesAmt
Management And General$1,050ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,057TotalAmt
Management And General$1,057ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,826TotalAmt
Management And General$7,826ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,534TotalAmt
Program Services$2,148ProgramServicesAmt
Management And General$9,386ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
COMMUNITY INTERVENTIONS$17,468,835$17,468,835
COMMUNITY ENGAGEMENT$235,444$235,444
SUPPLIES$84,668$81,689$2,979
DATA AND RESEARCH$55,984$55,774$210

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$132,046TotalAmt
Program Services$91,461ProgramServicesAmt
Management And General$40,495ManagementAndGeneralAmt
Fundraising$90FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,617,024TotalAmt
Program Services$21,251,618ProgramServicesAmt
Management And General$348,245ManagementAndGeneralAmt
Fundraising$17,161FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$890,949BOYAmt
EOY$7,688,145EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,186,000BOYAmt
EOY$120,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$90,410BOYAmt
EOY$34,675EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$138,146LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,193LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$110,730BOYAmt
EOY$120,953EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,278,089BOYAmt
EOY$7,966,445EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$142,128BOYAmt
EOY$303,329EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,618,500BOYAmt
EOY$6,793,883EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$105,800BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,866,428BOYAmt
EOY$7,097,212EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$172,416BOYAmt
EOY$740,200EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$239,245BOYAmt
EOY$129,033EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$411,661BOYAmt
EOY$869,233EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,278,089BOYAmt
EOY$7,966,445EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$457,467ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$105NetUnrlzdGainsLossesInvstAmt
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 Minus2 Years$2,220,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,493,264CurrentTaxYearMinus1YearAmt
Current Tax Year$22,072,559CurrentTaxYearAmt
Total$25,785,832TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$2,220,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,493,264CurrentTaxYearMinus1YearAmt
Current Tax Year$22,072,559CurrentTaxYearAmt
Total$25,785,832TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$25,785,832PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$9,977CurrentTaxYearMinus1YearAmt
Current Tax Year$1,932CurrentTaxYearAmt
Total$11,909TotalAmt
FieldValueIRS element (for citing)
Total Support$25,797,741TotalSupportAmt
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$49,098FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$49,098FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,567,926FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,617,024FilingOrganizationsTotalAmt

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$1,000,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,500,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$49,098CurrentYearAmt
Total$49,098TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$250,000CurrentYearAmt
Total$250,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$375,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,714OtherCostOrOtherBasisAmt
Depreciation$4,244DepreciationAmt
Book Value$43,470BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,747OtherCostOrOtherBasisAmt
Depreciation$12,949DepreciationAmt
Book Value$21,798BookValueAmt

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$120,953TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$22,074,596TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$105NetUnrealizedGainsInvstAmt
Revenue Not Reported$105RevenueNotReportedAmt
Revenue Subtotal$22,074,491RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,074,491TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,617,024TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$21,617,024ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$21,617,024TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
VISION Y COMPROMISO
1000 ALAMEDA STLOS ANGELESCA90012320071651501(C)3$300,000CASH ASSISTANCE TO FARMERS
TODEC LEGAL CENTER PERRIS
234 SOUTH D STREETPERRISCA92570330711527501(C)3$350,012CASH ASSISTANCE TO FARMERS
COACHELLA VALLEY HOUSING COALITION
45701 MONROE STREET SUITE GINDIOCA92201953814898501(C)3$25,000HOUSING DEVELOPMENT
RURAL COMMUNITY ASSISTANCE CORPORATION
3120 FREEBOARD DR STE 201WEST SACRAMENTOCA95691942512284501(C)3$75,000HOUSING DEVELOPMENT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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$147,440BaseCompensationFilingOrgAmt
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$1,205DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$9,417NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$158,062TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: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, DESCRIPTION OF ORGANIZATION MISSION: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 2UNITED 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.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: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 IS PARTNERING WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA'S PRICE CENTER FOR SOCIAL INNOVATION TO CONDUCT A RIGOROUS PROGRAM EVALUATION OF THE UNITED LIFT PROGRAM. THUS FAR, DATA FROM BOTH PROGRAMS REVEALS 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 SERVICE ACCOMPLISHMENTS: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 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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