Lift Orlando Inc

“The staff works with the tax preparation team at bdo to prepare the 990. The form is then reviewed and approved by the finance committee. Upon approval of the finance committee, the draft is emailed to the board for review and to provide an opportunity for feedback prior to filing.”

“Board members are required to complete an annual statement acknowledging understanding of the policy and disclose any potential conflicts.”

“Compensation determinations for the president were reviewed and approved by the organization's executive committee of the board of directors. In order to determine a fair amount, the following information was used to make a decision: - market compensation analysis prepared by ewell & associates in december 2022 along with prior market compensation analysis from guidestar/candid in late 2021. - the size of an organization's operating budget. (i.e., annual revenues) - complexity of lift orlando's type of work and the unique skills required - direct operating budget. (i.e., income statement) - complexity of legal structures related to the above asset-based projects which will not result in income statement activity for lift orlando as much as it will involve some balance sheet activity - at least in the early years of the organization. All proper documentation and recordkeeping of this information and decisions made have been documented.”

“The form 990 is available on guidestar, charity navigator and central florida foundation websites.”

“The articles of incorporation, conflict of interest policy, and financial statements are available upon request.”

“(Expenses $ 719,305 including grants of $ 318,397)(Revenue $ 77,452) HEALTH & WELLNESS: LIFT ORLANDO WORKS TO PROVIDE A MIX OF HIGH-QUALITY FACILITIES, PROGRAMS, AND SERVICES THAT ENHANCE HEALTH, QUALITY OF LIFE, AND INCREASE OVERALL LIFE EXPECTANCY. LIFT IS THE SPONSOR OF THE HEART OF WEST LAKES WELLNESS CENTER, DEVELOPED AND OPERATED BY WEST LAKES HWC, INC. THE HEART IS A RESIDENT-FOCUSED CENTER, DESIGNED TO STRENGTHEN THE COMMUNITY BY PROVIDING CONVENIENT ACCESS TO HOLISTIC HEALTH, FINANCIAL, AND LIFESTYLE SERVICES UNDER ONE ROOF. THE TWO-STORY FACILITY IS A SPACE FOR RESIDENTS TO CONNECT, LEARN, AND THRIVE, AND FEATURES FIRST-CLASS AMENITIES PAIRED WITH DECOR THAT PAYS HOMAGE TO THE COMMUNITY'S RICH HISTORY. ADDITIONALLY, THE HEART OF WEST LAKES WELLNESS CENTER SERVED AS AN ACTIVE HUB OF COMMUNITY ACTIVITY AND PARTNERSHIP PROGRAMMING, HOLDING APPROXIMATELY 80 EVENTS THAT BROUGHT RESIDENTS TOGETHER AND PROMOTED ACCESS TO HEALTH SERVICES, INCLUDING THOSE FROM COMMUNITY HEALTH CENTER'S ONSITE CLINIC. THROUGH OUR PARTNERSHIP WITH FLORIDA BLUE, WE OFFERED WEEKLY FITNESS CLASSES, MENTAL HEALTH SESSIONS, A JUNETEENTH 3K WALK, AND MONTHLY MAMMOGRAM AND BLOOD DONATION OPPORTUNITIES THROUGH ONEBLOOD. FURTHERMORE, LIFT SUPPORTED COMMUNITY ENGAGEMENT EFFORTS SUCH AS THE WEST LAKES COMMUNITY CLEAN-UP, WHICH FACILITATED TWO CLEAN-UP EFFORTS IN 2024. IN 2024, LIFT RESUMED THE INTERIOR BUILD-OUT OF THE 1,900 SQ. FT. FINANCIAL WELLBEING CENTER, LOCATED ON THE FIRST FLOOR OF THE HEART OF WEST LAKES WELLNESS CENTER. THE TEAM COLLABORATED WITH PROJECT ARCHITECTS TO UPDATE THE DESIGN TO MEET CURRENT PROGRAMMING NEEDS, INCLUDING THE ADDITION OF A PODCAST STUDIO. CONSTRUCTION BEGAN IN OCTOBER 2024.”

“(Expenses $ 357,565 including grants of $ 85,400) ECONOMIC VIABILITY: LIFT ORLANDO'S GOAL IN ECONOMIC VIABILITY IS TO STIMULATE THE NEIGHBORHOOD ECONOMY THROUGH INVESTMENTS IN EMPLOYMENT AND ENTREPRENEURSHIP PROGRAMS THAT INCREASE INCOME LEVELS FOR FAMILIES. LIFT ORLANDO CONTINUED TO WORK ON PROVIDING ONE-ON-ONE FINANCIAL COACHING TO RESIDENTS AND FAMILIES, SMALL BUSINESS ENGAGEMENT, NETWORKING EVENTS AND MARKETING, BUSINESS DEVELOPMENT SERVICES, RESUME ASSISTANCE, AS WELL AS THE RESEARCH, DATA, AND PLANNING TO SUPPORT THIS WORK. LIFT'S SMALL BUSINESS INSTITUTE (SBI) ACCELERATOR PROGRAM, CHANNELED SMALL BUSINESSES INTO ITS FRAMEWORK, OFFERING ONE-ON-ONE BUSINESS DEVELOPMENT, STRATEGIC PLANNING, AND SUBGRANTS WHILE FOSTERING LONG-TERM MENTORSHIP AND CONNECTIONS. AFTER RECEIVING 51 APPLICATIONS AND INTERVIEWING 44 CANDIDATES, 21 PARTICIPANTS WERE SELECTED. OVER EIGHT WEEKS, SIX SUBJECT-MATTER EXPERTS LED SESSIONS ON BUSINESS DEVELOPMENT, CONCLUDING WITH A PITCH COMPETITION. ALL PARTICIPANTS COMPLETED FEEDBACK SURVEYS, GIVING THE PROGRAM AN AVERAGE RATING OF 4.89 OUT OF 5. SURVEY RESULTS SHOWED 100% WOULD RECOMMEND THE PROGRAM, 93% REPORTED INCREASED BUSINESS KNOWLEDGE, AND PARTICIPANTS VALUED THE NETWORKING, DYNAMIC SPEAKERS, AND COLLABORATIVE LEARNING ENVIRONMENT. ADDITIONALLY, LIFT ORLANDO'S LONG-TERM PARTNERSHIP WITH GOODWILL INDUSTRIES OF CENTRAL FLORIDA OFFERS ONE-ON-ONE INDIVIDUAL AND FAMILY FINANCIAL COACHING AND SUPPORT TO 32805 RESIDENTS. BY DECEMBER 2024, AMONG THE PROGRAM'S 56 MEMBERS, 36% COMPLETED A BUDGET, 41% INCREASED A MINIMUM OF ONE BENCHMARK GOODWILL INDUSTRIES' IMPACT MEASUREMENT PLATFORM, 71% OF UNBANKED PARTICIPANTS BECAME BANKED OR INCREASED USE OF FINANCIAL SERVICES PRODUCT, AND 29% INCREASED SAVINGS WITH AN AVERAGE AMOUNT OF SAVINGS INCREASED BY $4,961.”