Civic Intelligence

Liftfund Inc.

990 • Fiscal year 2015 • EIN 74-2712770

Jan 01, 2015 to Dec 31, 2015 • Filed on May 26, 2016

Organization ProfileWWW.LIFTFUND.COM

View Organization Page

2007 West Martin StreetSan Antonio, TX 78207

(210) 226-3664

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.77x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

2.88x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

32nd percentile

0.1%

Higher net margin than 32% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$207,189

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.5%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

7.4%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$59,183,031

Up $2,566,456 (+4.5%) from 2014

Net Assets

Up

$13,815,726

Up $21,259 (+0.2%) from 2014

Liabilities

Up

$45,367,305

Up $2,545,197 (+5.9%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin32nd percentile

Revenue

Up

$15,735,311

Up $1,078,422 (+7.4%) from 2014

Expenses

Up

$15,714,052

Up $1,278,102 (+8.9%) from 2014

Net Income

Down

$21,259

Down $199,680 (-90%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$150M$100M$50M$0Assets 2010: $35,334,220Liabilities 2010: $22,666,676Net Assets 2010: $12,667,5442010Assets 2011: $36,660,736Liabilities 2011: $23,823,734Net Assets 2011: $12,837,0022011Assets 2012: $38,959,059Liabilities 2012: $25,849,582Net Assets 2012: $13,109,4772012Assets 2013: $53,691,492Liabilities 2013: $40,117,964Net Assets 2013: $13,573,5282013Assets 2014: $56,616,575Liabilities 2014: $42,822,108Net Assets 2014: $13,794,4672014Assets 2015: $59,183,031Liabilities 2015: $45,367,305Net Assets 2015: $13,815,7262015Assets 2016: $63,332,024Liabilities 2016: $47,906,107Net Assets 2016: $15,425,9172016Assets 2017: $64,928,159Liabilities 2017: $50,446,408Net Assets 2017: $14,481,7512017Assets 2018: $72,128,804Liabilities 2018: $57,569,321Net Assets 2018: $14,559,4832018Assets 2019: $70,787,869Liabilities 2019: $55,992,965Net Assets 2019: $14,794,9042019Assets 2020: $114,228,801Liabilities 2020: $83,028,950Net Assets 2020: $31,199,8512020Assets 2021: $95,784,141Liabilities 2021: $59,026,054Net Assets 2021: $36,758,0872021Assets 2022: $84,840,423Liabilities 2022: $47,483,781Net Assets 2022: $37,356,6422022Assets 2023: $98,180,991Liabilities 2023: $60,372,745Net Assets 2023: $37,808,2462023Assets 2024: $102,981,540Liabilities 2024: $70,079,450Net Assets 2024: $32,902,0902024

Highlighted filing

2015

Assets$59,183,031
Liabilities$45,367,305
Net Assets$13,815,726
Open 2015 Filing

Operations Trend

Revenue Growth61st percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $8,804,4692010Expenses 2011: $9,748,2472011Revenue 2012: $11,354,259Expenses 2012: $11,081,784Net Income 2012: $272,4752012Revenue 2013: $12,577,454Expenses 2013: $12,113,403Net Income 2013: $464,0512013Revenue 2014: $14,656,889Expenses 2014: $14,435,950Net Income 2014: $220,9392014Revenue 2015: $15,735,311Expenses 2015: $15,714,052Net Income 2015: $21,2592015Revenue 2016: $18,214,955Expenses 2016: $16,604,764Net Income 2016: $1,610,1912016Revenue 2017: $15,991,534Expenses 2017: $16,726,193Net Income 2017: -$734,6592017Revenue 2018: $18,709,028Expenses 2018: $18,421,811Net Income 2018: $287,2172018Revenue 2019: $18,175,307Expenses 2019: $17,729,952Net Income 2019: $445,3552019Revenue 2020: $103,246,792Expenses 2020: $86,382,402Net Income 2020: $16,864,3902020Revenue 2021: $59,155,631Expenses 2021: $53,526,230Net Income 2021: $5,629,4012021Revenue 2022: $51,818,585Expenses 2022: $51,220,030Net Income 2022: $598,5552022Revenue 2023: $40,563,122Expenses 2023: $40,111,518Net Income 2023: $451,6042023Revenue 2024: $22,062,214Expenses 2024: $27,088,671Net Income 2024: -$5,026,4572024

Highlighted filing

2015

Revenue$15,735,311
Expenses$15,714,052
Net Income$21,259
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 26, 2016
Return Version
2015v2.1
Gross Receipts
$18,110,896
Mission and Program Overview

Mission

Liftfund provides credit to

Liftfund provides credit to small businesses that do not have access to loans from commercial sources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$34,959,363$39,691,121▲ $4,731,758
Cash and Non-Interest-Bearing Accounts$5,001,192$7,120,068▲ $2,118,876
Pledges and Grants Receivable$3,145,617$4,553,748▲ $1,408,131
Land, Buildings, and Equipment, Net$7,864,735$3,147,557▼ $4,717,178
Savings and Temporary Cash Investments$4,639,423$2,269,555▼ $2,369,868
Accounts Receivable$417,928$584,510▲ $166,582
Prepaid Expenses and Deferred Charges$507,633$129,089▼ $378,544
Total Assets$56,616,575$59,183,031▲ $2,566,456
Other Assets Total$80,684$1,687,383▲ $1,606,699
Liabilities
Unsecured Notes Loans Payable$19,966,372$19,552,381▼ $413,991
Mortgage Notes Payable Secured by Investment Property$18,016,502$14,735,972▼ $3,280,530
Other Liabilities$3,143,895$10,002,500▲ $6,858,605
Accounts Payable and Accrued Expenses$1,656,947$1,040,843▼ $616,104
Deferred Revenue$38,392$35,609▼ $2,783
Total Liabilities$42,822,108$45,367,305▲ $2,545,197
Net Assets / Fund Balance
Unrestricted Net Assets$8,380,452$9,127,269▲ $746,817
Temporarily Rstr Net Assets$4,836,852$4,111,294▼ $725,558
Permanently Rstr Net Assets$577,163$577,163→ $0
Total Net Assets Fund Balance$13,794,467$13,815,726▲ $21,259
Total Liabilities and Net Assets / Fund Balance$56,616,575$59,183,031▲ $2,566,456

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$856,313$1,569,504$2,425,817
Buildings$1,206,818$872,083$2,078,901
Land$1,084,426-$1,084,426
Other Assets Org$66,514--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janie BarreraPresident & CEOFT$194,176$13,013$207,189
Janie Barrera--$194,176$13,013$207,189
Thomas ClausenChief Financial OfficerFT$111,030$8,594$119,624
Celina PenaChief Program OfficerFT$101,110$13,468$114,578

Board Members and Trustees

NameTitle
Jim AdamsChairman
Dick SchlosbergDirector
Dr Gp SinghDirector
Kathryn SnapkaDirector
Ken SampleDirector
Marianne WatsonDirector
Melinda Guerra-reevesDirector
Patricia VillarealDirector
Rey OcanasDirector
Tara Ford PayneDirector
Wayne AlexanderDirector
Tom Madison PhdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Allandale Business ServicesConsulting6309 TREADWELL BLVD, Austin, TX 78757$163,861
The Rand Group LLCConsulting6575 WEST LOOP SOUTH STE 700, Houston, TX 77401$116,440
Gre CreativeConsulting314 E COMMERCE, San Antonio, TX 78205$109,654
Powerteam INCConsulting718 WASHINGTON AVE N STE 202, Minneapolis, MN 55401$106,159
Key Ideas IncorporatedConsulting7686 ASPEN PARK DR, San Antonio, TX 78249$103,360
Revenue and Support

Revenue Composition

Contributions and Grants
$8,256,582
Program Service Revenue
$7,421,266
Investment Income
$-3,133
Other Revenue
$60,596
All Other Contributions
$4,694,726
Change in Net Assets
$21,259

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,860,991
Total Revenue per Audited Statements
$15,860,991
Total Revenue per Form 990
$15,860,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,961,356
Salaries, Compensation, and Employee Benefits$7,752,696
Total Fundraising Expense$707,291
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,233,191$317,680$465,870$6,016,741
Interest$1,190,889$0$0$1,190,889
Fees for Services Other$862,524$31,276$44,400$938,200
Other Employee Benefits$693,574$35,399$28,245$757,218
Payroll Taxes$468,864$27,278$41,204$537,346
Current Officers, Directors, Trustees, and Key Employees$383,909$23,306$34,176$441,391
Occupancy$346,132$39,285$20,285$405,702
Information Technology$388,903$12,028$0$400,931
Advertising$342,303$13,155$7,852$363,310
All Other Expenses$301,946$22,096$9,059$333,101
Depreciation Depletion$283,805$15,767$15,767$315,339
Conferences and Meetings$216,989$64,097$8,340$289,426
Travel$191,661$31,551$15,190$238,402
Fees for Services Legal$132,522$104,991$0$237,513
Insurance$162,830$9,046$9,046$180,922
Other Expenses$105,788$42,617$6,928$155,333
Office Expenses$43,952$9,353$929$54,234
Total Functional Expenses$14,169,052$837,709$707,291$15,714,052

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,714,052
Total Expenses per Audited Statements$15,714,052
Total Expenses per Form 990$15,714,052
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Equity Equivalents$10,002,500
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
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Liftfund Inc
EIN
74-2712770
Phone
2102263664
Address
2007 WEST MARTIN STREET, SAN ANTONIO, TX 78207

Signing Officer

Name
Janie Barrera
Title
President & CEO
Phone
2102263664
Signed
2016-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janie Barrera
Formed
1994
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
135
Volunteers
9

Preparer

Firm
West Davis & Company LLP
Address
11824 Jollyville Road Suite 100, Austin, TX 78759
Preparer
Rob West CPA
Phone
5038286650
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 is e-mailed to each director prior to filing”

Pt VI, Line 11B

“For their review and approval.”

Pt VI, Line 12C

“The members of the board annually sign statements of”

Pt VI, Line 12C

“Non-conflict of interest.”

Pt VI, Line 15A

“The board of directors annually review and approve”

Pt VI, Line 15A

“COMPENSATION.”

Pt VI, Line 19

“Liftfund makes its governing documents available”

Pt VI, Line 19

“BY REQUEST.”

Pt VI, Line 8B

“There are no committees with authority to act on”

Pt VI, Line 8B

“Behalf of the governing body.”

Raw XML AppendixShowing 400 of 624 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0LIFTFUND PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES. 1,364 NEW LOANS WERE CLOSED IN THE FISCAL YEAR ENDED 12/31/2015. WITH MORE THAN $38 MILLION IN LOANS OUTSTANDING AS OF DECEMBER 31, 2015, LIFTFUND IS REGARDED AS THE LARGEST AND BEST PERFORMING MICROFINANCE INSTITUTION IN THE UNITED STATES. WITH ITS MICROLOAN MANAGEMENT SERVICES, LIFTFUND HELPS OTHER MICRO LENDERS ACROSS THE UNITED STATES ACHIEVE ECONOMICS OF SCALE AND EXPAND THE REACH OF THEIR PROGRAMS. THROUGH ITS LOANS AND SERVICES, LIFTFUND HAS HELPED CREATE OR RETAIN THOUSANDS OF JOBS IN LOW TO MODERATE INCOME AREAS, CONTRIBUTING TO THE ECONOMIC REVITALIZATION OF UNDERSERVED COMMUNITIES.
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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,183,031
Liabilities
$45,367,305
Net assets
$13,815,726
Revenue
$15,735,311
Expenses
$15,714,052
Net income
$21,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$70.1$32.9$22.1$27.1$5.03
2023Detailed filing. Detailed filing data is available for this year.$98.2$60.4$37.8$40.6$40.1$0.45
2022Detailed filing. Detailed filing data is available for this year.$84.8$47.5$37.4$51.8$51.2$0.60
2021Detailed filing. Detailed filing data is available for this year.$95.8$59.0$36.8$59.2$53.5$5.63
2020Detailed filing. Detailed filing data is available for this year.$114$83.0$31.2$103$86.4$16.9
2019Detailed filing. Detailed filing data is available for this year.$70.8$56.0$14.8$18.2$17.7$0.45
2018Detailed filing. Detailed filing data is available for this year.$72.1$57.6$14.6$18.7$18.4$0.29
2017Detailed filing. Detailed filing data is available for this year.$64.9$50.4$14.5$16.0$16.7$0.73
2016Detailed filing. Detailed filing data is available for this year.$63.3$47.9$15.4$18.2$16.6$1.61
2015Detailed filing. Detailed filing data is available for this year.$59.2$45.4$13.8$15.7$15.7$0.02
2014Detailed filing. Detailed filing data is available for this year.$56.6$42.8$13.8$14.7$14.4$0.22
2013Detailed filing. Detailed filing data is available for this year.$53.7$40.1$13.6$12.6$12.1$0.46
2012Summary only. Only limited summary data is available for this year.$39.0$25.8$13.1$11.4$11.1$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$23.8$12.8$9.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$22.7$12.7$8.80