LIFT INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LIFT INC (EIN 52-2168409)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202211369349303666
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:22:50-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522168409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFT | BusinessNameControlTxt |
| Phone | 2022891151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 NORTH CAPITOL STREET NE NO 3 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA ROSS | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 2022891151 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | ROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE RHONE-COLLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 NORTH CAPITOL STREET NE NO 310 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,621,754 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFTCOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | LIFT'S MISSION IS TO BREAK THE CYCLE OF POVERTY BY INVESTING IN PARENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 66 | TotalEmployeeCnt |
| Total Volunteers | 63 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,278,406 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,509,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,320 | PYInvestmentIncomeAmt |
| CY Investment Income | $700 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$154,131 | PYOtherRevenueAmt |
| CY Other Revenue | $646 | CYOtherRevenueAmt |
| PY Total Revenue | $6,131,595 | PYTotalRevenueAmt |
| CY Total Revenue | $8,510,867 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,017,562 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $614,217 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,549,184 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,363,581 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $14,795 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $10,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $495,516 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,334,617 | PYOtherExpensesAmt |
| CY Other Expenses | $1,427,237 | CYOtherExpensesAmt |
| PY Total Expenses | $6,916,158 | PYTotalExpensesAmt |
| CY Total Expenses | $6,415,535 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$784,563 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,095,332 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,403,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,495,582 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,980,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $980,482 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,423,078 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,515,100 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LIFT'S MISSION IS TO BREAK THE CYCLE OF POVERTY BY INVESTING IN PARENTS. WE BUILD FAMILIES' WELL-BEING, FINANCIAL STRENGTH, AND SOCIAL CONNECTIONS TO LIFT TWO GENERATIONS AT ONCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,691,497 | ExpenseAmt |
| Grant | $614,217 | GrantAmt |
| Desc | FOUNDED IN 1998, LIFT IS A NATIONAL NONPROFIT ON A MISSION TO BREAK THE CYCLE OF POVERTY BY INVESTING IN PARENTS. DECADES OF INEQUITY AND UNDERINVESTMENT IN COMMUNITIES HAVE KEPT LOW-INCOME FAMILIES TRAPPED IN A CYCLE THAT, LIKE WEALTH, IS PASSED DOWN FROM GENERATION TO GENERATION. ALL FAMILIES DESERVE A BETTER FUTURE - NO MATTER THEIR RACE, ETHNICITY, OR ZIP CODE. LIFT BUILDS FAMILIES' WELL-BEING, FINANCIAL STRENGTH, AND SOCIAL CONNECTIONS TO LIFT TWO GENERATIONS AT ONCE - AN INVESTMENT OF HOPE, MONEY, AND LOVE. ROOTED IN A RELATIONSHIP FILLED WITH DIGNITY AND TRUST, LIFT'S ONE-ON-ONE COACHING PROGRAM EMPOWERS PARENTS TO SET AND ACHIEVE GOALS - SUCH AS GOING BACK TO SCHOOL, (CONTINUED ON SCHEDULE O) IMPROVING CREDIT, ELIMINATING DEBT, OR SECURING A LIVING WAGE - THAT PUT THEIR FAMILIES ON THE PATH TO ECONOMIC MOBILITY. AS PART OF ITS INVESTMENT IN FAMILIES, IN 2018, LIFT LAUNCHED THE FAMILY GOAL FUND WHICH PROVIDES DIRECT, UNRESTRICTED CASH TO FAMILIES. LIFT REDUCES STRESS AND INCREASES FINANCIAL SLACK BY GIVING CASH DIRECTLY TO PARENTS SO THAT THEY DON'T HAVE TO CHOOSE BETWEEN THEIR EMERGENCY NEEDS AND LONG-TERM GOALS. AS PARENTS PERSIST THROUGH LIFT'S TWO-YEAR PROGRAM, THEY RECEIVE $1,200 IN THREE-MONTH INTERVALS TO STAY ON TRACK TO REACH THEIR GOALS. LIFT BELIEVES THAT PARENTS KNOW THEIR FAMILIES' NEEDS BETTER THAN ANY PROGRAM COULD, AND THEIR EVIDENCE SHOWS THAT PARENTS USE THESE FUNDS TO REINVEST IN THEMSELVES, THEIR FAMILIES, AND THEIR GOALS. LIFT'S MODEL AIMS TO MITIGATE AND ULTIMATELY CHANGE THE ACTIONS OF SYSTEMS THAT CREATE BARRIERS TO SUCCESS BY ADVOCATING FOR POLICY THAT CENTERS THE VOICES OF LOW-INCOME FAMILIES. OUR SYSTEMS CHANGE GOALS STEM FROM THE HUMANITY THAT UNDERPINS OUR DIRECT SERVICE MODEL AS THE ACTION TANK FROM WHERE WE SHARE OUR LEARNING, INSIGHTS, BEST PRACTICE, AND RESPONSIVE INNOVATION LIKE GIVING CASH. LIFT USES IMPACT DATA ALONGSIDE PARENT VOICE AND EXPERIENCE TO MITIGATE, AND ULTIMATELY CHANGE, THE ACTIONS OF SYSTEMS AND POLICIES THAT DRAIN HOPE, HARM COMMUNITIES, AND LIMIT ACCESS AND SUCCESS. AT FEDERAL, STATE, AND CITY LEVELS, OUR GOALS INCLUDE CHANGING PRACTICE, SYSTEMS, AND POLICY THAT BUILD FINANCIAL AND SOCIAL CAPITAL FOR FAMILIES AND TO DECREASE THE BANDWIDTH TAX ON PARENT'S TIME, ATTENTION, AND COGNITION CAUSED BY COMPLEX SYSTEMS. LIFT'S NEW STRATEGIC PLAN BUILDS ON OUR DIRECT SERVICE TO ACHIEVE POPULATION-LEVEL IMPACT THROUGH 1) STRATEGIC PARTNERSHIPS THAT DEMONSTRATE EFFECTIVE PUBLIC SECTOR STRATEGIES TO SUPPORT PARENT'S ECONOMIC MOBILITY, AND 2) ADVOCACY WORK TO SHIFT NARRATIVES, EDUCATE POLICYMAKERS, AND PROMOTE POLICIES THAT REDUCE POVERTY. LIFT HAS SERVICE SITES IN CHICAGO, LOS ANGELES, NEW YORK CITY, AND WASHINGTON D.C., AND PARTNERS WITH HEALTH SYSTEMS, COLLEGES, AND LOCAL AND NATIONAL GOVERNMENTS TO ADOPT ITS APPROACH ACROSS THE COUNTRY. LEARN MORE AT WHYWELIFT.ORG | Desc |
| Total Program Service Expenses | $4,691,497 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 66 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA ROSS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022891151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 NORTH CAPITOL STREET NE SUITE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHELLE RHONE-COLLINS | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $240,896 | $0 | $24,677 | |
| GINA DEL CARMEN COBURN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILL DARMAN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JON BUDINGTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARLENE FORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HIRSCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARNE OBERNAUER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DELE OLADAPO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNIELLE CAMPOS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA SINGH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN PINSCHMIDT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILIO DIEZ BARROSO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GABRIEL SCHECK | |||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | Yes (X) | $191,983 | $0 | $30,070 | ||
| KEVIN TORUNO | |||||||
| SVP, FINANCE & ADMINISTRATION | 40.00 | Yes (X) | $138,524 | $0 | $14,912 | ||
| HELAH ROBINSON | |||||||
| SVP, PROGRAM AND STRATEGY | 40.00 | Yes (X) | $127,805 | $0 | $9,258 | ||
| XIOMARA ROMAIN | |||||||
| EXECUTIVE DIRECTOR - NY | 40.00 | $180,515 | $0 | $16,549 | Yes (X) | ||
| ALLISON OLSON | |||||||
| EXECUTIVE DIRECTOR - LA | 40.00 | $165,824 | $0 | $19,892 | Yes (X) | ||
| KRISTY ARNOLD | |||||||
| EXECUTIVE DIRECTOR - DC | 40.00 | $141,234 | $0 | $18,734 | Yes (X) | ||
| SARAH SPUNT | |||||||
| EXECUTIVE DIRECTOR - CHI | 40.00 | $114,980 | $0 | $17,415 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,301,761 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,507 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPRING CONSULTANTS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 AMITY ROAD 2ND FLOOR | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | STRATEGIC PLANNING CONS. | ServicesDesc |
| Compensation | $112,867 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $157,223 | FederatedCampaignsAmt |
| Government Grants | $774,984 | GovernmentGrantsAmt |
| All Other Contributions | $7,577,314 | AllOtherContributionsAmt |
| Noncash Contributions | $214,639 | NoncashContributionsAmt |
| Total Contributions | $8,509,521 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175 | TotalRevenueColumnAmt |
| Exclusion | $175 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,412 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,887 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $525 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $525 | TotalRevenueColumnAmt |
| Exclusion | $525 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $646 | TotalRevenueColumnAmt |
| Exclusion | $646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,510,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,346 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,217 | TotalAmt |
| Program Services | $614,217 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,198 | TotalAmt |
| Program Services | $474,076 | ProgramServicesAmt |
| Management And General | $156,151 | ManagementAndGeneralAmt |
| Fundraising | $120,971 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,927,034 | TotalAmt |
| Program Services | $2,228,502 | ProgramServicesAmt |
| Management And General | $498,141 | ManagementAndGeneralAmt |
| Fundraising | $200,391 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,365 | TotalAmt |
| Program Services | $56,417 | ProgramServicesAmt |
| Management And General | $8,399 | ManagementAndGeneralAmt |
| Fundraising | $5,549 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,856 | TotalAmt |
| Program Services | $242,257 | ProgramServicesAmt |
| Management And General | $56,523 | ManagementAndGeneralAmt |
| Fundraising | $23,076 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,128 | TotalAmt |
| Program Services | $210,720 | ProgramServicesAmt |
| Management And General | $61,804 | ManagementAndGeneralAmt |
| Fundraising | $20,604 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,967 | TotalAmt |
| Management And General | $1,967 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,449 | TotalAmt |
| Program Services | $3,184 | ProgramServicesAmt |
| Management And General | $26,937 | ManagementAndGeneralAmt |
| Fundraising | $328 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Fundraising | $10,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,583 | TotalAmt |
| Program Services | $227,148 | ProgramServicesAmt |
| Management And General | $102,322 | ManagementAndGeneralAmt |
| Fundraising | $63,113 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,295 | TotalAmt |
| Management And General | $5,295 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,335 | TotalAmt |
| Program Services | $9,544 | ProgramServicesAmt |
| Management And General | $12,602 | ManagementAndGeneralAmt |
| Fundraising | $2,189 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,989 | TotalAmt |
| Program Services | $119,719 | ProgramServicesAmt |
| Management And General | $45,333 | ManagementAndGeneralAmt |
| Fundraising | $12,937 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,291 | TotalAmt |
| Program Services | $289,444 | ProgramServicesAmt |
| Management And General | $117,851 | ManagementAndGeneralAmt |
| Fundraising | $11,996 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371 | TotalAmt |
| Program Services | $346 | ProgramServicesAmt |
| Management And General | $15 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,469 | TotalAmt |
| Program Services | $13,344 | ProgramServicesAmt |
| Management And General | $421 | ManagementAndGeneralAmt |
| Fundraising | $704 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,195 | TotalAmt |
| Program Services | $9,433 | ProgramServicesAmt |
| Management And General | $79,791 | ManagementAndGeneralAmt |
| Fundraising | $971 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,226 | TotalAmt |
| Program Services | $3,134 | ProgramServicesAmt |
| Management And General | $21,806 | ManagementAndGeneralAmt |
| Fundraising | $286 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IN-KIND GOODS | $100,849 | $100,825 | $6 | $18 |
| DUES AND SUBSCRIPTIONS | $92,637 | $40,238 | $38,981 | $13,418 |
| EDUCATION/TRAINING | $7,908 | $6,173 | $1,021 | $714 |
| TRAINING & DEVELOPMENT | $3,508 | $3,508 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,165 | TotalAmt |
| Program Services | $39,268 | ProgramServicesAmt |
| Management And General | -$6,844 | ManagementAndGeneralAmt |
| Fundraising | $7,741 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,415,535 | TotalAmt |
| Program Services | $4,691,497 | ProgramServicesAmt |
| Management And General | $1,228,522 | ManagementAndGeneralAmt |
| Fundraising | $495,516 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,653,569 | BOYAmt |
| EOY | $3,073,019 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,951 | BOYAmt |
| EOY | $1,760,144 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,698,460 | BOYAmt |
| EOY | $2,083,910 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,303 | BOYAmt |
| EOY | $1,759 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,111 | BOYAmt |
| EOY | $87,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $730,895 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $340,014 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,076 | BOYAmt |
| EOY | $390,881 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,253 | BOYAmt |
| EOY | $27,090 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,533 | BOYAmt |
| EOY | $70,829 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,403,256 | BOYAmt |
| EOY | $7,495,582 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,247 | BOYAmt |
| EOY | $380,444 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,984 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,947 | BOYAmt |
| EOY | $600,038 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,980,178 | BOYAmt |
| EOY | $980,482 | 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 | $2,170,697 | BOYAmt |
| EOY | $4,216,665 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,252,381 | BOYAmt |
| EOY | $2,298,435 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,423,078 | BOYAmt |
| EOY | $6,515,100 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,403,256 | BOYAmt |
| EOY | $7,495,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,095,332 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,310 | 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 | 0 | FederalGrantAuditRequiredInd |
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 Minus4 Years | $6,105,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,983,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,373,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,278,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,509,521 | CurrentTaxYearAmt |
| Total | $34,249,682 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,105,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,983,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,373,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,278,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,509,521 | CurrentTaxYearAmt |
| Total | $34,249,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,543,673 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,706,009 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175 | CurrentTaxYearAmt |
| Total | $15,471 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $646 | CurrentTaxYearAmt |
| Total | $17,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,283,042 | TotalSupportAmt |
| Public Support CY170 | 0.77900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,415,535 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,415,535 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $470,777 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,694 | 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 Minus3 | $425,152 | CurrentYearMinus3Amt |
| Current Year Minus2 | $470,134 | CurrentYearMinus2Amt |
| Current Year Minus1 | $495,808 | CurrentYearMinus1Amt |
| Current Year | $470,777 | CurrentYearAmt |
| Total | $1,861,871 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,792,807 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $106,288 | CurrentYearMinus3Amt |
| Current Year Minus2 | $117,534 | CurrentYearMinus2Amt |
| Current Year Minus1 | $123,952 | CurrentYearMinus1Amt |
| Current Year | $117,694 | CurrentYearAmt |
| Total | $465,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $698,202 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $490,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,927 | DepreciationAmt |
| Book Value | $330,111 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,480 | DepreciationAmt |
| Book Value | $4,518 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $218,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,607 | DepreciationAmt |
| Book Value | $56,252 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $390,881 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $600,038 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $600,038 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,147,598 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,310 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $640,041 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $636,731 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,510,867 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,510,867 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,055,576 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $640,041 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $640,041 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,415,535 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,415,535 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THE YEAR ENDED JUNE 30, 2021, LIFT HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FUNDS TO SUPPORT ACHIEVEMENT OF CAREER AND FINANCIAL GOALS. THESE GOALS ARE FOCUSED ON PURSUING ADDITIONAL EDUCATION, SECURING BETTER OR MORE EMPLOYMENT, AND IMPROVING FINANCES (E.G. REDUCING DEBT, CREATING SAVINGS, IMPROVING CREDIT SCORE). | 678 | $601,413 |
| FINANCIAL ASSISTANCE TO NON-MEMBERS DUE TO COVID-19 PANDEMIC | 26 | $12,804 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING: FINANCIAL ASSISTANCE IS PROVIDED UPON SUCCESSFUL COMPLETION OF CERTAIN MILESTONES OF THE COACHING PROGRAM (I.E. CONDUCTING REQUIRED NUMBER OF MEETINGS OVER A TIME PERIOD). PROGRAM MANAGERS WILL SUBMIT A DISBURSEMENT REQUEST WHERE IT IS THEN VERIFIED AND APPROVED. A TYPICAL DISBURSEMENT IS $150 PER QUARTER. ASSISTANCE IS PROVIDED IN THE FORM OF A CHECK OR DEPOSITS TO A DEBIT CARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE RHONE-COLLINS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $240,896 | $0 | $0 | $0 | $0 | $0 | $9,806 | $0 | $14,871 | $0 | $265,573 | $0 | $0 | $0 |
| GABRIEL SCHECK | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $191,983 | $0 | $0 | $0 | $0 | $0 | $13,026 | $0 | $17,044 | $0 | $222,053 | $0 | $0 | $0 |
| XIOMARA ROMAIN | ||||||||||||||
| EXECUTIVE DIRECTOR - NY | $170,515 | $0 | $10,000 | $0 | $0 | $0 | $7,341 | $0 | $9,208 | $0 | $197,064 | $0 | $0 | $0 |
| ALLISON OLSON | ||||||||||||||
| EXECUTIVE DIRECTOR - LA | $165,824 | $0 | $0 | $0 | $0 | $0 | $12,103 | $0 | $7,789 | $0 | $185,716 | $0 | $0 | $0 |
| KRISTY ARNOLD | ||||||||||||||
| EXECUTIVE DIRECTOR - DC | $138,234 | $0 | $3,000 | $0 | $0 | $0 | $10,266 | $0 | $8,468 | $0 | $159,968 | $0 | $0 | $0 |
| KEVIN TORUNO | ||||||||||||||
| SVP, FINANCE & ADMINISTRATION | $138,524 | $0 | $0 | $0 | $0 | $0 | $8,304 | $0 | $6,608 | $0 | $153,436 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING EMPLOYEES RECEIVED BONUS COMPENSATION DURING THE YEAR: - XIOMARA ROMAIN $10,000 - KRISTY ARNOLD $3,000 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL PRINTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR JON BUDINGTON IS THE OWNER OF GLOBAL PRINTING | RelationshipDescriptionTxt |
| Transaction | $36,352 | TransactionAmt |
| Transaction | LIFT PAID GLOBAL PRINTING FOR PRINTING, POSTAGE AND WEBSITE DEVELOPMENT SERVICES DURING THE FISCAL YEAR. THE AMOUNT PAID WAS AT OR BELOW FAIR MARKET VALUE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $113,790 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 1 | $52,849 | FMV |
| Yes (X) | GIFT CARDS | 4 | $48,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE AUDIT & FINANCE COMMITTEE WAS THEN PROVIDED A DRAFT OF FORM 990 FOR APPROVAL. FINALLY, THE ENTIRE BOARD WAS PROVIDED WITH THE DRAFT 990 BEFORE IT WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | LIFT DIRECTORS, OFFICERS, AND EMPLOYEES COMPLETE AN ANNUAL CONFLICT OF INTEREST POLICY STATEMENT. IN CONNECTION WITH ANY INTEREST, AN INTERESTED PERSON HAS AN ONGOING DUTY TO DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND/OR MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON DISCLOSES TO THE CHAIR ALL FACTS MATERIAL TO THE INTEREST. THE BOARD OR COMMITTEE MEMBERS OTHER THAN THE INTERESTED PERSON DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, THEN THE FOLLOWING PROCEDURES ARE OBSERVED: THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER LIFT CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OR COMMITTEE'S DELIBERATIONS INCLUDES AN ANALYSIS OF COMPARABLE TRANSACTIONS OR ARRANGEMENTS. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY AVAILABLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN LIFT'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS REASONABLY AVAILABLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE WILL NOT AUTHORIZE THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD, LED BY THE CHAIR, CONDUCTS A PERFORMANCE REVIEW WITH THE CEO. THE CHAIR USES THE REVIEW, AN ASSESSMENT OF MARKET-RATE COMPENSATION FOR NON-PROFITS FROM PROFESSIONAL SURVEYS, AND THE CEO'S SALARY HISTORY TO PROPOSE A SALARY TO THE BOARD EXECUTIVE COMMITTEE, WHICH IT THEN DISCUSSES BEFORE APPROVING AN AMOUNT. THE CEO AND THE BOARD PERFORM A SIMILAR PROCESS FOR THE MANAGEMENT TEAM. ALL SALARIES ARE APPROVED BY THE BOARD AS PART OF THE BUDGET APPROVAL PROCESS. THE LAST SALARY REVIEW TOOK PLACE IN JULY 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | LIFT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |