Civic Intelligence

Liftfund Inc.

990 • Fiscal year 2020 • EIN 74-2712770

Jan 01, 2020 to Dec 31, 2020 • Filed on May 21, 2021

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

79th percentile

0.73x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.80x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$332,329

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

95th percentile

61%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

468%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Up

$114,228,801

Up $43,440,932 (+61%) from 2019

Net Assets

Up

$31,199,851

Up $16,404,947 (+111%) from 2019

Liabilities

Up

$83,028,950

Up $27,035,985 (+48%) from 2019

Revenue

Up

$103,246,792

Up $85,071,485 (+468%) from 2019

Expenses

Up

$86,382,402

Up $68,652,450 (+387%) from 2019

Net Income

Up

$16,864,390

Up $16,419,035 (+3687%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$114,228,801
Liabilities$83,028,950
Net Assets$31,199,851

Operations Trend

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

2020

Revenue$103,246,792
Expenses$86,382,402
Net Income$16,864,390
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 21, 2021
Return Version
2020v4.1
Gross Receipts
$104,779,696
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$49,829,534$59,861,050▲ $10,031,516
Cash and Non-Interest-Bearing Accounts$4,250,693$30,082,825▲ $25,832,132
Pledges and Grants Receivable$5,819,280$7,680,815▲ $1,861,535
Savings and Temporary Cash Investments$4,704,996$5,297,412▲ $592,416
Land, Buildings, and Equipment, Net$1,993,064$1,856,739▼ $136,325
Accounts Receivable$1,361,802$1,425,874▲ $64,072
Investments Program Related$833,333$833,333→ $0
Investments in Publicly Traded Securities$732,808$579,390▼ $153,418
Prepaid Expenses and Deferred Charges$494,160$324,607▼ $169,553
Inventories for Sale or Use$11,000$11,000→ $0
Total Assets$70,787,869$114,228,801▲ $43,440,932
Other Assets Total$757,199$6,275,756▲ $5,518,557
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,603,043$35,679,568▲ $26,076,525
Unsecured Notes Loans Payable$28,881,776$27,528,368▼ $1,353,408
Other Liabilities$13,272,500$13,802,500▲ $530,000
Accounts Payable and Accrued Expenses$3,417,682$3,541,671▲ $123,989
Deferred Revenue$817,964$2,476,843▲ $1,658,879
Total Liabilities$55,992,965$83,028,950▲ $27,035,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,565,388$29,952,549▲ $19,387,161
Net Assets With Donor Restrictions$4,229,516$1,247,302▼ $2,982,214
Total Net Assets Fund Balance$14,794,904$31,199,851▲ $16,404,947
Total Liabilities and Net Assets / Fund Balance$70,787,869$114,228,801▲ $43,440,932

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$345,120$3,236,690$3,581,810
Buildings$1,098,051$912,523$2,010,574
Land$413,568-$413,568
Other Assets Org$-439--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janie BarreraPresident & CEOFT$200,550$131,779$332,329
Janie Barrera--$190,550$141,779$332,329
Richard RuebeCOO/CFOFT$141,753$26,438$168,191
Richard Ruebe--$135,000$33,191$168,191
Bob SchraitleSr VP Business DevFT$159,626$7,652$167,278
Bob Schraitle--$157,451$9,827$167,278
Chris AllenVP Sba 504FT$147,359$18,355$165,714
Chris Allen--$145,440$20,274$165,714
Dan YoxallVP Community EngagementFT$132,474$22,469$154,943
Dan Yoxall--$126,250$28,693$154,943
Nelly Rojas-morenoChief Credit OfficerFT$145,954$7,704$153,658
Nelly Rojas-moreno--$131,630$22,028$153,658
Celina PenaChief Advancement OfficerFT$128,941$18,020$146,961

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Bmi ProductivitySoftware Support475 NW 300 STE 5, Kaysville, UT 84037$248,625
Prudent LendersPortfolio Servicing50 BEAVER STREET, Albany, NY 12207$230,358
AttNetwork ServicesPO BOX 105414, Atlanta, GA 30348$187,806
Ring CentralIt Project Support20 DAVIS DRIVE, Belmont, CA 94002$113,105
Starkweather LawLoan Closing3736 EUBANK NE BLDG C, Albuquerque, NM 87111$112,000
Revenue and Support

Revenue Composition

Contributions and Grants
$94,758,186
Program Service Revenue
$8,172,925
Investment Income
$170,904
Other Revenue
$144,777
All Other Contributions
$18,865,061
Change in Net Assets
$16,864,390

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 AmountValuation Method
Other Non Cash Contri Table1$1,523,780Current Balance
Other Non Cash Contri Table117$636,399MARKET RATE 3.25%
Total Noncash Contributions118$2,160,179-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,442,040
Other Expenses$12,476,872
Salaries, Compensation, and Employee Benefits$9,463,490
Total Fundraising Expense$1,365,122
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$64,442,040--$64,442,040
Other Salaries and Wages$6,509,303$373,976$582,422$7,465,701
Fees for Services Other$2,016,726$319,199$311,936$2,647,861
Interest$2,200,563$0$0$2,200,563
Other Employee Benefits$537,898$100,070$99,517$737,485
Occupancy$532,267$13,887$13,887$560,041
Payroll Taxes$465,039$31,263$62,473$558,775
Information Technology$553,018$447$567$554,032
Current Officers, Directors, Trustees, and Key Employees$125,130$167,178$208,212$500,520
All Other Expenses$290,593$6,535$6,535$303,663
Depreciation Depletion$248,562$15,671$15,671$279,904
Other Expenses$252,663$4,081$12,217$268,961
Advertising$262,992$2,693$1,007$266,692
Office Expenses$215,862$2,576$6,744$225,182
Insurance$185,167$14,972$14,972$215,111
Pension Plan Contributions$146,610$27,275$27,124$201,009
Conferences and Meetings$74,467$5,679$1,059$81,205
Travel$25,629$7,372$779$33,780
Total Functional Expenses$83,924,406$1,092,874$1,365,122$86,382,402
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$9,552,500
Liftfund Funding Note Payable$4,250,000
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 35% controlled entity
No
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
Yes
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
2021-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janie Barrera
Formed
1994
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
117
Volunteers
3

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

Pt VI, Line 11B

Filing 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 887 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/BOYAmt03417682
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03541671
IRS990/AccountsReceivableGrp/BOYAmt01361802
IRS990/AccountsReceivableGrp/EOYAmt01425874
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LIFTFUND PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES.
IRS990/AdvertisingGrp/FundraisingAmt01007
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02693
IRS990/AdvertisingGrp/ProgramServicesAmt0262992
IRS990/AdvertisingGrp/TotalAmt0266692
IRS990/AllOtherContributionsAmt018865061
IRS990/AllOtherExpensesGrp/FundraisingAmt06535
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06535
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0290593
IRS990/AllOtherExpensesGrp/TotalAmt0303663
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0RICHARD RUEBE
IRS990/BooksInCareOfDetail/PhoneNum08882152373
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02007 WEST MARTIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078207
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04250693
IRS990/CashNonInterestBearingGrp/EOYAmt030082825
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0208212
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0167178
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0125130
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0500520
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt01059
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05679
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt074467
IRS990/ConferencesMeetingsGrp/TotalAmt081205
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0113105
IRS990/ContractorCompensationGrp/CompensationAmt1112000
IRS990/ContractorCompensationGrp/CompensationAmt2187806
IRS990/ContractorCompensationGrp/CompensationAmt3230358
IRS990/ContractorCompensationGrp/CompensationAmt4248625
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt020 DAVIS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13736 EUBANK NE BLDG C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 105414
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt350 BEAVER STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4475 NW 300 STE 5
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BELMONT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ALBUQUERQUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3ALBANY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4KAYSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094002
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd187111
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd230348
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd312207
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd484037
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0RING CENTRAL
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1STARKWEATHER LAW
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2ATT
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3PRUDENT LENDERS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4BMI PRODUCTIVITY
IRS990/ContractorCompensationGrp/ServicesDesc0IT PROJECT SUPPORT
IRS990/ContractorCompensationGrp/ServicesDesc1LOAN CLOSING
IRS990/ContractorCompensationGrp/ServicesDesc2NETWORK SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3PORTFOLIO SERVICING
IRS990/ContractorCompensationGrp/ServicesDesc4SOFTWARE SUPPORT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt094758186
IRS990/CYGrantsAndSimilarPaidAmt064442040
IRS990/CYInvestmentIncomeAmt0170904
IRS990/CYOtherExpensesAmt012476872
IRS990/CYOtherRevenueAmt0144777
IRS990/CYProgramServiceRevenueAmt08172925
IRS990/CYRevenuesLessExpensesAmt016864390
IRS990/CYSalariesCompEmpBnftPaidAmt09463490
IRS990/CYTotalExpensesAmt086382402
IRS990/CYTotalFundraisingExpenseAmt01365122
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0103246792
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt0817964
IRS990/DeferredRevenueGrp/EOYAmt02476843
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt015671
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt015671
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0248562
IRS990/DepreciationDepletionGrp/TotalAmt0279904
IRS990/Desc0LIFTFUND PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES. 1,863 NEW LOANS WERE CLOSED IN THE FISCAL YEAR ENDED 12/31/2020; 1,017 OF WHICH WERE PPP LOANS. WITH MORE THAN $65 MILLION IN LOANS OUTSTANDING AS OF DECEMBER 31, 2020, LIFTFUND IS REGARDED AS ONE OF THE LARGEST AND BEST PERFORMING MICROFINANCE INSTITUTIONS 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/DonorRestrictionNetAssetsGrp/BOYAmt04229516
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01247302
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0117
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt014681176
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesOtherGrp/FundraisingAmt0311936
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0319199
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02016726
IRS990/FeesForServicesOtherGrp/TotalAmt02647861
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
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/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0131779
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt126438
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt207652
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217704
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2218355
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2322469
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2418020
IRS990/Form990PartVIISectionAGrp/PersonNm0JANIE BARRERA
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD RUEBE
IRS990/Form990PartVIISectionAGrp/PersonNm2GEN JIMMIE KEENAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM MOLL
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES DREIBELBIS
IRS990/Form990PartVIISectionAGrp/PersonNm6SHANKAR ARORA
IRS990/Form990PartVIISectionAGrp/PersonNm7MELINDA GUERRA-REEVES
IRS990/Form990PartVIISectionAGrp/PersonNm8REY OCANAS
IRS990/Form990PartVIISectionAGrp/PersonNm9DICK SCHLOSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm10DR GP SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHELE HOSKINS
IRS990/Form990PartVIISectionAGrp/PersonNm12ANA RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHRYN SNAPKA
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN CHAMBERLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm15WAYNE ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm16JEFF BROUILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm17MORRIS CAMP
IRS990/Form990PartVIISectionAGrp/PersonNm18DIANNA BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm19GEORGE HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm20BOB SCHRAITLE
IRS990/Form990PartVIISectionAGrp/PersonNm21NELLY ROJAS-MORENO
IRS990/Form990PartVIISectionAGrp/PersonNm22CHRIS ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm23DAN YOXALL
IRS990/Form990PartVIISectionAGrp/PersonNm24CELINA PENA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0200550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1141753
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20159626
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21145954
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22147359
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23132474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24128941
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20SR VP BUSINESS DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF CREDIT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP SBA 504
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP COMMUNITY ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF ADVANCEMENT OFFICER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0143176
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt075893125
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt064442040
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt064442040
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01676080
IRS990/GrossReceiptsAmt0104779696
IRS990/GrossRentsGrp/RealAmt0103431
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0567
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0447
IRS990/InformationTechnologyGrp/ProgramServicesAmt0553018
IRS990/InformationTechnologyGrp/TotalAmt0554032
IRS990/InsuranceGrp/FundraisingAmt014972
IRS990/InsuranceGrp/ManagementAndGeneralAmt014972
IRS990/InsuranceGrp/ProgramServicesAmt0185167
IRS990/InsuranceGrp/TotalAmt0215111
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt02200563
IRS990/InterestGrp/TotalAmt02200563
IRS990/InventoriesForSaleOrUseGrp/BOYAmt011000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt011000
IRS990/InvestmentIncomeGrp/ExclusionAmt027728
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027728
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0833333
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0833333
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0732808
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0579390
IRS990/IRPDocumentCnt03543
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04149213
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01993064
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01856739
IRS990/LandBldgEquipCostOrOtherBssAmt06005952
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01532904
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LIFTFUND PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES. THROUGH ITS LOANS AND SERVICES, LIFTFUND HELPS MICRO ENTREPRENEURS STRENGTHEN THEIR BUSINESSES, STABILIZE AND INCREASE THEIR INCOMES, CREATE ADDITIONAL EMPLOYMENT AND CONTRIBUTE TO THE ECONOMIC REVITALIZATION OF THEIR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt09603043
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt035679568
IRS990/NetAssetsOrFundBalancesBOYAmt014794904
IRS990/NetAssetsOrFundBalancesEOYAmt031199851
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0143176
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0143176
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0103431
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0103431
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-459443
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010565388
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt029952549
IRS990/NoncashContributionsAmt02160179
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt013887
IRS990/OccupancyGrp/ManagementAndGeneralAmt013887
IRS990/OccupancyGrp/ProgramServicesAmt0532267
IRS990/OccupancyGrp/TotalAmt0560041
IRS990/OfficeExpensesGrp/FundraisingAmt06744
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02576
IRS990/OfficeExpensesGrp/ProgramServicesAmt0215862
IRS990/OfficeExpensesGrp/TotalAmt0225182
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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