Civic Intelligence

Lift Up America

990 • Fiscal year 2015 • EIN 20-4851108

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

27525 Puerta Real Ste 100-421Mission Viejo, CA 92691

(949) 349-8415

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.46x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.07x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$87,920

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

2nd percentile

-54%

Faster asset growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

8.0%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$128,303

Down $152,910 (-54%) from 2014

Net Assets

Down

$68,658

Down $168,448 (-71%) from 2014

Liabilities

Up

$59,645

Up $15,538 (+35%) from 2014

Revenue

Up

$845,873

Up $62,680 (+8.0%) from 2014

Expenses

Up

$1,010,211

Up $391,733 (+63%) from 2014

Net Income

Down

-$164,338

Down $329,053 (-200%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $72,676Liabilities 2010: $32,249Net Assets 2010: $40,4272010Assets 2011: $47,390Liabilities 2011: $28,407Net Assets 2011: $18,9832011Assets 2012: $160,056Liabilities 2012: $43,331Net Assets 2012: $116,7252012Assets 2013: $116,919Liabilities 2013: $46,977Net Assets 2013: $69,9422013Assets 2014: $281,213Liabilities 2014: $44,107Net Assets 2014: $237,1062014Assets 2015: $128,303Liabilities 2015: $59,645Net Assets 2015: $68,6582015Assets 2016: $283,396Liabilities 2016: $65,648Net Assets 2016: $217,7482016Assets 2017: $243,048Liabilities 2017: $46,549Net Assets 2017: $196,4992017

Highlighted filing

2015

Assets$128,303
Liabilities$59,645
Net Assets$68,658

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $306,489Expenses 2010: $360,258Net Income 2010: -$53,7692010Expenses 2011: $366,2872011Revenue 2012: $585,563Expenses 2012: $486,987Net Income 2012: $98,5762012Revenue 2013: $529,076Expenses 2013: $567,549Net Income 2013: -$38,4732013Revenue 2014: $783,193Expenses 2014: $618,478Net Income 2014: $164,7152014Revenue 2015: $845,873Expenses 2015: $1,010,211Net Income 2015: -$164,3382015Revenue 2016: $1,103,217Expenses 2016: $953,910Net Income 2016: $149,3072016Revenue 2017: $830,987Expenses 2017: $853,170Net Income 2017: -$22,1832017

Highlighted filing

2015

Revenue$845,873
Expenses$1,010,211
Net Income-$164,338
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$896,083
Mission and Program Overview

Mission

Lift Up America is a 501(c)(3) educational, humanitarian aid, nonpolitical, nonreligious nonprofit that provides hope and opportunities for success for youth by engaging today's leaders and partnering with corporations, sports and entertainment, education, media, government, and nonprofit organizations. Lift Up America supports the physical, emotional, and personal development of youth and challenges them to become Ambassadors of Compassion to help lift up their own lives, communities, and America.Lift Up America's Food Distributions, in partnership with Tyson Foods, have provided almost 23 million servings of high quality protein to encourage and bring hope to at-risk families. The groups that LUA has partnered with have provided over $100 million of gifts-in-kind at LUA events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$263,166$114,966▼ $148,200
Inventories for Sale or Use$6,573$3,477▼ $3,096
Land, Buildings, and Equipment, Net$1,643$2,661▲ $1,018
Prepaid Expenses and Deferred Charges$2,120$1,760▼ $360
Investments in Publicly Traded Securities$5,083$975▼ $4,108
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$281,213$128,303▼ $152,910
Other Assets Total$2,628$4,464▲ $1,836
Liabilities
Accounts Payable and Accrued Expenses$31,022$30,687▼ $335
Other Liabilities$13,085$28,958▲ $15,873
Total Liabilities$44,107$59,645▲ $15,538
Net Assets / Fund Balance
Unrestricted Net Assets$101,229$35,720▼ $65,509
Temporarily Rstr Net Assets$135,877$32,938▼ $102,939
Total Net Assets Fund Balance$237,106$68,658▼ $168,448
Total Liabilities and Net Assets / Fund Balance$281,213$128,303▼ $152,910

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,461$1,052$3,513
Other Land Buildings$200$1,265$1,465
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David HannahChairmanFT$87,920$87,920
Eric HannahPresidentFT$68,416$68,416

Board Members and Trustees

NameTitle
Bobby DobsonDirector
Dana LiberatoreDirector
Penny MccoyDirector
William LarsonSecretary
John KangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$831,406
Program Service Revenue
$15,256
Investment Income
$-789
Other Revenue
$0
All Other Contributions
$831,406
Change in Net Assets
$-164,338

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$49,854
Total Noncash Contributions1$49,854

Audited Revenue Reconciliation

Revenue per Audited Statements
$845,873
Revenue Not Reported on Form 990
$-4,110
Total Revenue per Audited Statements
$841,763
Total Revenue per Form 990
$845,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$613,334
Salaries, Compensation, and Employee Benefits$396,877
Total Fundraising Expense$21,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,668$23,448-$179,116
Current Officers, Directors, Trustees, and Key Employees$128,458$16,338$16,947$161,743
Office Expenses$32,655$2,420$27$35,102
Travel$29,967$173$381$30,521
Payroll Taxes$23,240$4,637$1,371$29,248
Other Employee Benefits$24,800$1,143$827$26,770
All Other Expenses$16,251$8,092$267$24,610
Occupancy$10,064$7,466$1,710$19,240
Insurance-$13,701-$13,701
Other Expenses$11,758$12,885-$11,758
Information Technology$7,947$2,697-$10,644
Depreciation Depletion-$812-$812
Total Functional Expenses$894,869$93,812$21,530$1,010,211

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,010,211
Total Expenses per Audited Statements$1,010,211
Total Expenses per Form 990$1,010,211
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jodi HannahIn Law/wifeProd & SpokespersonNo$48,233
Kenneth PedersenIn Law/uncleConsultingNo$45,571
Scott HannahSon/brotherVideo EdittingNo$33,032

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$14,903
Salaries Payable$12,471
Payroll Taxes Payable$1,584
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

The President of the Organization is the son of the Chairman.

Form 990, Part VI, Line 11B: Form 990 Review Process

Tax preparer e-mails a copy of the the final version of the 990 to the president, Eric Hannah, for distribution to members of the board for review before it is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Self monitored by Board Members.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Organization hired an independent human resource firm to evaluate job titles/responsibilities for market rate of pay within the industry.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Organization hired an independent human resource firm to evaluate job titles/responsibilities for market rate of pay within the industry.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lift Up America
EIN
20-4851108
Phone
9493498415
Address
27525 PUERTA REAL STE 100-421, MISSION VIEJO, CA 92691

Signing Officer

Name
David Hannah
Title
Chairman
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
6
Volunteers
40

Preparer

Firm
Rice & Company CPAs Inc
Address
30270 Rancho Viejo Rd Ste B, San Juan Capistrano, CA 92675
Preparer
Teri B Rice
Phone
9494892875
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IRS990/Desc0HISTORY - Lift Up America (LUA) began in December 2004 when Founder Dave Hannah brought together Tyson Foods, the Miami Dolphins, the Kansas City Chiefs, and 30 nonprofit organizations to distribute 74,000 pounds of frozen chicken - the equivalent of 296,000 meals - to families in need in Miami and Kansas City. The next year over 27 pro and college teams in 23 cities across America participated in the food distributions. LensCrafters, Pearle Vision, and Starkey Hearing Aids joined with LUA to provide millions of dollars of vision and hearing exams and glasses and hearing aids to the less fortunate at LUA events. Cinemark Theaters provided their movie theaters for Lift Up America Movie Premieres where at-risk youth arrived in limos, saw their faces on the giant jumbotron, and walked the red carpet with cameras flashing, as they became movie stars for one wonderful evening. Cheering dignitaries, professional athletes, and actors welcomed the youth and asked for their autographs.LUA has done sporting events with teams such as the Kansas City Chiefs, Miami Dolphins, Minnesota Twins, Texas Rangers, FC Dallas, and the Boise State football team. At-risk kids were treated like pro athletes and MVPs for a day as they ran across the field in front of a cheering crowd, watched the game, and met the players. Some of the other corporations that have participated with LUA are Interstate Batteries, Ty Beanie Babies, Disney, Nestle, Mann's Theaters, Graumans Chinese Theater, Graumans Egyptian Theater, Best Buy, Cookie Lee Jewelry, Chipotle, Freeman Decorating, Home Depot, American Airlines, CDI College, Vancouver Career College, Dallas Christian College, Boise State, Arizona Diamondbacks, Phoenix Coyotes, San Diego Padres, Los Angeles Angels, Cleveland Indians, Ken Blanchard Companies, Select Portfolio Management, IRS Problem Solvers, and Utopia. LUA President Eric Hannah founded Lift Up America's Ambassadors of Compassion (AOC) Leadership Program, which launched in 2010. AOC is a seventeen-session, coach-led, interactive measured program that raises up the next generation of leaders by equipping them with resiliency, hope, and the personal leadership skills to navigate and succeed through life's inevitable challenges. The AOC Program imparts the critical life principles that are essential for youth to reach their full potential. AOC focuses on the hurt and the pain this generation carries in their hearts and is designed to help students learn to forgive and overcome their negative experiences to enable them to live a successful life and reach their goals and dreams. The AOC Leadership Program begins with a live, televised, or recorded Kickoff Event featuring world influencer's, Hollywood personalities, professional athletes, and people with life-changing stories. Weekly meetings led by Team Coaches focus on AOCs leadership model: TRAIN, MEASURE, HONOR. The program concludes with an Honor Event to celebrate the young people who have completed the journey and shown, through measurable actions, that they are serving their communities and taking responsibility for their own lives. Many youth have seen remarkable transformations in their own lives as they cleaned up parks, built a community center, planted trees, removed graffiti, mentored students, helped the elderly, and did many other acts of labor. Each school has its own Honor Event. Some Honor Events have been held with the Cleveland Indians, San Diego Padres, Dallas Cowboys, Los Angeles Angels, Arizona Diamondbacks, and Boise State.www.AOCLife.org, the Ambassadors of Compassion website, explains the program.Key accomplishments in 2015:AMBASSADORS OF COMPASSION LEADERSHIP PROGRAM - 2015 was Lift Up America's biggest year for growth and expansion as LUA continued to train high school students using the L.I.F.E. principles: (L) LABOR, (I) INFLUENCE, (F) FORGIVENESS, and (E) EXPERIENCES. The R.I.S.E. Program, (R) RESPONSIBILITY, (I) INITIATIVE, (S) SERVICE, and (E) EXPECTATIONS was completed i
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IRS990/MissionDesc0Lift Up America is a 501(c)(3) educational, humanitarian aid, nonpolitical, nonreligious nonprofit that provides hope and opportunities for success for youth by engaging today's leaders and partnering with corporations, sports and entertainment, education, media, government, and nonprofit organizations. Lift Up America supports the physical, emotional, and personal development of youth and challenges them to become Ambassadors of Compassion to help lift up their own lives, communities, and America.Lift Up America's Food Distributions, in partnership with Tyson Foods, have provided almost 23 million servings of high quality protein to encourage and bring hope to at-risk families. The groups that LUA has partnered with have provided over $100 million of gifts-in-kind at LUA events.
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SCOTT HANNAH
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1KENNETH PEDERSEN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2JODI HANNAH
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SON/BROTHER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1IN LAW/UNCLE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2IN LAW/WIFE
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0VIDEO EDITTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1CONSULTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2PROD & SPOKESPERSON
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
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IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The President of the Organization is the son of the Chairman.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tax preparer e-mails a copy of the the final version of the 990 to the president, Eric Hannah, for distribution to members of the board for review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Self monitored by Board Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization hired an independent human resource firm to evaluate job titles/responsibilities for market rate of pay within the industry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization hired an independent human resource firm to evaluate job titles/responsibilities for market rate of pay within the industry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

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