Civic Intelligence

Liftfund Inc.

990 • Fiscal year 2016 • EIN 74-2712770

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

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.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

2.63x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

70th percentile

8.8%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$206,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

70th percentile

7.0%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

16%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$63,332,024

Up $4,148,993 (+7.0%) from 2015

Net Assets

Up

$15,425,917

Up $1,610,191 (+12%) from 2015

Liabilities

Up

$47,906,107

Up $2,538,802 (+5.6%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin70th percentile

Revenue

Up

$18,214,955

Up $2,479,644 (+16%) from 2015

Expenses

Up

$16,604,764

Up $890,712 (+5.7%) from 2015

Net Income

Up

$1,610,191

Up $1,588,932 (+7474%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2016

Assets$63,332,024
Liabilities$47,906,107
Net Assets$15,425,917
Open 2016 Filing

Operations Trend

Revenue Growth81st 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

2016

Revenue$18,214,955
Expenses$16,604,764
Net Income$1,610,191
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$26,284,991
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$39,691,121$41,487,907▲ $1,796,786
Cash and Non-Interest-Bearing Accounts$7,120,068$8,085,956▲ $965,888
Savings and Temporary Cash Investments$2,269,555$4,314,703▲ $2,045,148
Land, Buildings, and Equipment, Net$3,147,557$3,241,524▲ $93,967
Pledges and Grants Receivable$4,553,748$2,892,158▼ $1,661,590
Investments in Publicly Traded Securities-$1,003,284-
Accounts Receivable$584,510$703,232▲ $118,722
Prepaid Expenses and Deferred Charges$129,089$205,635▲ $76,546
Total Assets$59,183,031$63,332,024▲ $4,148,993
Other Assets Total$1,687,383$1,397,625▼ $289,758
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,735,972$17,474,970▲ $2,738,998
Unsecured Notes Loans Payable$19,552,381$17,418,544▼ $2,133,837
Other Liabilities$10,002,500$11,532,500▲ $1,530,000
Accounts Payable and Accrued Expenses$1,040,843$1,333,711▲ $292,868
Deferred Revenue$35,609$146,382▲ $110,773
Total Liabilities$45,367,305$47,906,107▲ $2,538,802
Net Assets / Fund Balance
Unrestricted Net Assets$9,127,269$11,589,348▲ $2,462,079
Temporarily Rstr Net Assets$4,111,294$3,259,406▼ $851,888
Permanently Rstr Net Assets$577,163$577,163→ $0
Total Net Assets Fund Balance$13,815,726$15,425,917▲ $1,610,191
Total Liabilities and Net Assets / Fund Balance$59,183,031$63,332,024▲ $4,148,993

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,906,447$921,823$2,828,270
Equipment$791,659$1,936,874$2,728,533
Land$543,418-$543,418
Other Assets Org$11,500--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janie BarreraPresident & CEOFT$193,183$12,817$206,000
Janie Barrera--$193,183$12,817$206,000
Thomas ClausenChief Financial OfficerFT$110,969$9,506$120,475
Celina PenaChief Program OfficerFT$100,596$13,876$114,472

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
5th Gear ConsultingConsulting14925 MOSS GLEN, San Antonio, TX 78232$200,710
Allandale Business ServicesConsulting6309 TREADWELL BLVD, Austin, TX 78757$130,387
Sweb DevelopmentConsulting707 S ST MARYS, San Antonio, TX 78205$100,358
Revenue and Support

Revenue Composition

Contributions and Grants
$8,671,510
Program Service Revenue
$8,977,151
Investment Income
$463,699
Other Revenue
$102,595
All Other Contributions
$6,304,561
Change in Net Assets
$1,610,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,711,410
Salaries, Compensation, and Employee Benefits$7,893,354
Total Fundraising Expense$721,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,537,941$288,861$370,420$6,197,222
Interest$1,502,195$0$0$1,502,195
Fees for Services Other$996,834$153,971$44,452$1,195,257
Other Employee Benefits$697,060$5,305$37,293$739,658
All Other Expenses$538,928$46,380$17,498$602,806
Occupancy$548,342$17,075$17,075$582,492
Payroll Taxes$455,914$20,083$39,530$515,527
Current Officers, Directors, Trustees, and Key Employees$114,472$223,475$103,000$440,947
Other Expenses$329,075$72,183$19,394$420,652
Depreciation Depletion$356,420$30,345$30,345$417,110
Information Technology$286,918$8,874$0$295,792
Advertising$253,269$2,997$3,940$260,206
Travel$138,304$38,638$18,860$195,802
Fees for Services Legal$58,751$101,862$1,325$161,938
Insurance$133,559$7,420$7,420$148,399
Conferences and Meetings$95,196$17,859$10,599$123,654
Office Expenses$35,311$5,427$680$41,418
Fees for Services Accounting$31,249$0$0$31,249
Total Functional Expenses$14,801,522$1,081,411$721,831$16,604,764
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$11,532,500
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
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janie Barrera
Formed
1994
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
97
Volunteers
4

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.”

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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. 1,178 NEW LOANS WERE CLOSED IN THE FISCAL YEAR ENDED 12/31/2016. WITH MORE THAN $40 MILLION IN LOANS OUTSTANDING AS OF DECEMBER 31, 2016, 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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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,332,024
Liabilities
$47,906,107
Net assets
$15,425,917
Revenue
$18,214,955
Expenses
$16,604,764
Net income
$1,610,191
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $50M-$100M nonprofits