Civic Intelligence

Liftfund Inc.

990 • Fiscal year 2014 • EIN 74-2712770

Jan 01, 2014 to Dec 31, 2014 • Filed on May 29, 2015

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

0.76x

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

2.92x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

38th percentile

1.5%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$179,383

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

52nd percentile

5.4%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$56,616,575

Up $2,925,083 (+5.4%) from 2013

Net Assets

Up

$13,794,467

Up $220,939 (+1.6%) from 2013

Liabilities

Up

$42,822,108

Up $2,704,144 (+6.7%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin38th percentile

Revenue

Up

$14,656,889

Up $2,079,435 (+17%) from 2013

Expenses

Up

$14,435,950

Up $2,322,547 (+19%) from 2013

Net Income

Down

$220,939

Down $243,112 (-52%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2014

Assets$56,616,575
Liabilities$42,822,108
Net Assets$13,794,467
Open 2014 Filing

Operations Trend

Revenue Growth75th 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

2014

Revenue$14,656,889
Expenses$14,435,950
Net Income$220,939
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 29, 2015
Return Version
2014v5.0
Gross Receipts
$19,348,231
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$31,884,858$34,959,363▲ $3,074,505
Land, Buildings, and Equipment, Net$4,137,643$7,864,735▲ $3,727,092
Cash and Non-Interest-Bearing Accounts$4,996,062$5,001,192▲ $5,130
Savings and Temporary Cash Investments$6,686,036$4,639,423▼ $2,046,613
Pledges and Grants Receivable$5,171,039$3,145,617▼ $2,025,422
Prepaid Expenses and Deferred Charges$436,791$507,633▲ $70,842
Accounts Receivable$298,379$417,928▲ $119,549
Total Assets$53,691,492$56,616,575▲ $2,925,083
Other Assets Total$80,684$80,684→ $0
Liabilities
Unsecured Notes Loans Payable$23,853,352$19,966,372▼ $3,886,980
Mortgage Notes Payable Secured by Investment Property$11,884,591$18,016,502▲ $6,131,911
Other Liabilities$3,087,146$3,143,895▲ $56,749
Accounts Payable and Accrued Expenses$1,267,859$1,656,947▲ $389,088
Deferred Revenue$25,016$38,392▲ $13,376
Total Liabilities$40,117,964$42,822,108▲ $2,704,144
Net Assets / Fund Balance
Unrestricted Net Assets$7,332,738$8,380,452▲ $1,047,714
Temporarily Rstr Net Assets$5,663,627$4,836,852▼ $826,775
Permanently Rstr Net Assets$577,163$577,163→ $0
Total Net Assets Fund Balance$13,573,528$13,794,467▲ $220,939
Total Liabilities and Net Assets / Fund Balance$53,691,492$56,616,575▲ $2,925,083

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,353,497$774,801$7,128,298
Equipment$426,812$1,361,746$1,788,558
Land$1,084,426-$1,084,426
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janie BarreraPresident & CEOFT$167,948$11,435$179,383
Janie Barrera--$147,948$31,435$179,383
Thomas ClausenChief Financial OfficerFT$108,960$14,306$123,266
Celina PenaChief Program OfficerFT$107,914$5,231$113,145

Board Members and Trustees

NameTitle
Jim AdamsChairman
Debbie TaylorVice Chair
Brandon SealeDirector
Dick SchlosbergDirector
Dr Gp SinghDirector
Kathryn SnapkaDirector
Ken SampleDirector
Marianne WatsonDirector
Melinda Guerra-reevesDirector
Patricia VillarealDirector
Wayne AlexanderDirector
Tom Madison PhdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gre CreativeConsulting314 E COMMERCE, San Antonio, TX 78205$178,684
Revenue and Support

Revenue Composition

Contributions and Grants
$7,209,367
Program Service Revenue
$7,302,013
Investment Income
$77,231
Other Revenue
$68,278
All Other Contributions
$4,080,418
Change in Net Assets
$220,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,656,889
Total Revenue per Audited Statements
$14,656,889
Total Revenue per Form 990
$14,656,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,258,947
Other Expenses$7,177,003
Total Fundraising Expense$422,249
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,701,108$709,563$234,485$5,645,156
Interest$1,043,032$0$0$1,043,032
Other Employee Benefits$575,616$86,881$28,711$691,208
Fees for Services Other$533,347$50,016$59,090$642,453
All Other Expenses$463,579$73,925$13,321$550,825
Payroll Taxes$422,038$63,700$21,051$506,789
Information Technology$404,054$13,218$547$417,819
Current Officers, Directors, Trustees, and Key Employees$346,260$52,263$17,271$415,794
Advertising$385,205$7,194$1,565$393,964
Occupancy$311,957$17,331$17,331$346,619
Conferences and Meetings$219,840$91,353$8,652$319,845
Fees for Services Legal$173,365$44,165$0$217,530
Travel$146,135$45,606$642$192,383
Depreciation Depletion$163,905$9,106$9,106$182,117
Other Expenses$89,883$75,124$2,067$167,074
Insurance$122,487$6,805$6,805$136,097
Office Expenses$57,038$16,943$405$74,386
Total Functional Expenses$12,607,026$1,406,675$422,249$14,435,950

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,435,950
Total Expenses per Audited Statements$14,435,950
Total Expenses per Form 990$14,435,950
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$3,143,895
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
2015-05-29
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
139
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 588 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01267859
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01656947
IRS990/AccountsReceivableGrp/BOYAmt0298379
IRS990/AccountsReceivableGrp/EOYAmt0417928
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LIFTFUND PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt01565
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07194
IRS990/AdvertisingGrp/ProgramServicesAmt0385205
IRS990/AdvertisingGrp/TotalAmt0393964
IRS990/AllOtherContributionsAmt04080418
IRS990/AllOtherExpensesGrp/FundraisingAmt013321
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt073925
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0463579
IRS990/AllOtherExpensesGrp/TotalAmt0550825
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0THOMAS C CLAUSEN
IRS990/BooksInCareOfDetail/PhoneNum02102263664
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02007 WEST MARTIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078207
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04996062
IRS990/CashNonInterestBearingGrp/EOYAmt05001192
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt017271
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt052263
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0346260
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0415794
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt08652
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt091353
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0219840
IRS990/ConferencesMeetingsGrp/TotalAmt0319845
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0178684
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0314 E COMMERCE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN ANTONIO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd078205
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0GRE CREATIVE
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07209367
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt077231
IRS990/CYOtherExpensesAmt07177003
IRS990/CYOtherRevenueAmt068278
IRS990/CYProgramServiceRevenueAmt07302013
IRS990/CYRevenuesLessExpensesAmt0220939
IRS990/CYSalariesCompEmpBnftPaidAmt07258947
IRS990/CYTotalExpensesAmt014435950
IRS990/CYTotalFundraisingExpenseAmt0422249
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014656889
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt025016
IRS990/DeferredRevenueGrp/EOYAmt038392
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt09106
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09106
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0163905
IRS990/DepreciationDepletionGrp/TotalAmt0182117
IRS990/Desc0LIFTFUND PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES. 2,856 NEW LOANS WERE CLOSED IN THE FISCAL YEAR ENDED 12/31/2014. WITH MORE THAN $30 MILLION IN LOANS OUTSTANDING AS OF DECEMBER 31, 2014, 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0139
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt012607026
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt044165
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0173365
IRS990/FeesForServicesLegalGrp/TotalAmt0217530
IRS990/FeesForServicesOtherGrp/FundraisingAmt059090
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt050016
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0533347
IRS990/FeesForServicesOtherGrp/TotalAmt0642453
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1211435
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1314306
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt145231
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1DEBBIE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM MADISON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm3DICK SCHLOSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIANNE WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm5DR GP SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICIA VILLAREAL
IRS990/Form990PartVIISectionAGrp/PersonNm7MELINDA GUERRA-REEVES
IRS990/Form990PartVIISectionAGrp/PersonNm8BRANDON SEALE
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHRYN SNAPKA
IRS990/Form990PartVIISectionAGrp/PersonNm10KEN SAMPLE
IRS990/Form990PartVIISectionAGrp/PersonNm11WAYNE ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm12JANIE BARRERA
IRS990/Form990PartVIISectionAGrp/PersonNm13THOMAS CLAUSEN
IRS990/Form990PartVIISectionAGrp/PersonNm14CELINA PENA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12167948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13108960
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14107914
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF PROGRAM OFFICER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt076617
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt03128949
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04767959
IRS990/GrossReceiptsAmt019348231
IRS990/GrossRentsGrp/RealAmt028519
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0547
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013218
IRS990/InformationTechnologyGrp/ProgramServicesAmt0404054
IRS990/InformationTechnologyGrp/TotalAmt0417819
IRS990/InsuranceGrp/FundraisingAmt06805
IRS990/InsuranceGrp/ManagementAndGeneralAmt06805
IRS990/InsuranceGrp/ProgramServicesAmt0122487
IRS990/InsuranceGrp/TotalAmt0136097
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt01043032
IRS990/InterestGrp/TotalAmt01043032
IRS990/InvestmentIncomeGrp/ExclusionAmt0614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0614
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt054
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02136547
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04137643
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07864735
IRS990/LandBldgEquipCostOrOtherBssAmt010001282
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04691342
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LIFTFUND PROVIDES CREDIT TO
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt011884591
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt018016502
IRS990/NetAssetsOrFundBalancesBOYAmt013573528
IRS990/NetAssetsOrFundBalancesEOYAmt013794467
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt076617
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt076617
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt028519
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt028519
IRS990/NoncashContributionsAmt0235066
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt017331
IRS990/OccupancyGrp/ManagementAndGeneralAmt017331
IRS990/OccupancyGrp/ProgramServicesAmt0311957
IRS990/OccupancyGrp/TotalAmt0346619
IRS990/OfficeExpensesGrp/FundraisingAmt0405
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016943
IRS990/OfficeExpensesGrp/ProgramServicesAmt057038
IRS990/OfficeExpensesGrp/TotalAmt074386
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt080684
IRS990/OtherAssetsTotalGrp/EOYAmt080684
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028711
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt086881
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0575616
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0691208
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSES
IRS990/OtherExpensesGrp/Desc1PORTFOLIO EXPENSES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt21200
IRS990/OtherExpensesGrp/FundraisingAmt32067
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt243482
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt375124
IRS990/OtherExpensesGrp/ProgramServicesAmt01560898
IRS990/OtherExpensesGrp/ProgramServicesAmt1488992
IRS990/OtherExpensesGrp/ProgramServicesAmt2398287
IRS990/OtherExpensesGrp/ProgramServicesAmt389883
IRS990/OtherExpensesGrp/TotalAmt01560898
IRS990/OtherExpensesGrp/TotalAmt1488992
IRS990/OtherExpensesGrp/TotalAmt2442969
IRS990/OtherExpensesGrp/TotalAmt3167074
IRS990/OtherLiabilitiesGrp/BOYAmt03087146
IRS990/OtherLiabilitiesGrp/EOYAmt03143895
IRS990/OtherRevenueMiscGrp/BusinessCd0522291
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt039759
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt039759
IRS990/OtherRevenueTotalAmt039759
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0234485
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0709563
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04701108
IRS990/OtherSalariesAndWagesGrp/TotalAmt05645156
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt031884858
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt034959363
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt021051
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt063700
IRS990/PayrollTaxesGrp/ProgramServicesAmt0422038
IRS990/PayrollTaxesGrp/TotalAmt0506789
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0577163
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0577163
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05171039
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03145617
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0436791
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0507633
IRS990/PrincipalOfficerNm0JANIE BARRERA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0MICROENTERPRISE LOAN I
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07302013
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06494906
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03345
IRS990/PYOtherExpensesAmt05940442
IRS990/PYOtherRevenueAmt052132
IRS990/PYProgramServiceRevenueAmt06027071
IRS990/PYRevenuesLessExpensesAmt0464051
IRS990/PYSalariesCompEmpBnftPaidAmt06172961
IRS990/PYTotalExpensesAmt012113403
IRS990/PYTotalRevenueAmt012577454
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0220939
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/RealAmt028519
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07302013
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06686036
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04639423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07209367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06494906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05639571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05187591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08037048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032568483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09236
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021590
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84040
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.81060
IRS990ScheduleA/PublicSupportTotal170Amt027390098
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt05178385
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07209367
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06494906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05639571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05187591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08037048
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032568483
IRS990ScheduleA/TotalSupportAmt032590073
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,616,575
Liabilities
$42,822,108
Net assets
$13,794,467
Revenue
$14,656,889
Expenses
$14,435,950
Net income
$220,939
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