Civic Intelligence

Liftfund Inc.

990 • Fiscal year 2023 • EIN 74-2712770

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 22, 2024

Organization ProfileWWW.LIFTFUND.COM

View Organization Page

2014 S HackberrySan Antonio, TX 78210

(210) 226-3664

Siviq Scores

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

Liabilities / Assets

78th percentile

0.61x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

1.49x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$257,072

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$98,180,991

Up $13,340,568 (+16%) from 2022

Net Assets

Up

$37,808,246

Up $451,604 (+1.2%) from 2022

Liabilities

Up

$60,372,745

Up $12,888,964 (+27%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin43rd percentile

Revenue

Down

$40,563,122

Down $11,255,463 (-22%) from 2022

Expenses

Down

$40,111,518

Down $11,108,512 (-22%) from 2022

Net Income

Down

$451,604

Down $146,951 (-25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$98,180,991
Liabilities$60,372,745
Net Assets$37,808,246
Open 2023 Filing

Operations Trend

Revenue Growth16th 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

2023

Revenue$40,563,122
Expenses$40,111,518
Net Income$451,604
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$51,698,775
Mission and Program Overview

Mission

Liftfund provides credit to

Liftfunds mission is to provide capital and other services to underserved small businesses and entrepreneurs. Through its products and services, liftfund helps small businesses and entrepreneurs strenghten their businesses, stabilize and increase their incomes, create additional employment and contribute to the economic development of their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$52,279,913$53,960,606▲ $1,680,693
Cash and Non-Interest-Bearing Accounts$5,615,597$19,225,728▲ $13,610,131
Investments in Publicly Traded Securities$9,126,708$8,134,270▼ $992,438
Land, Buildings, and Equipment, Net$7,838,957$8,004,693▲ $165,736
Savings and Temporary Cash Investments$3,964,247$3,750,124▼ $214,123
Accounts Receivable$1,399,573$2,110,998▲ $711,425
Pledges and Grants Receivable$3,265,778$1,535,852▼ $1,729,926
Investments Program Related$826,492$826,492→ $0
Prepaid Expenses and Deferred Charges$512,158$632,228▲ $120,070
Inventories for Sale or Use$11,000$0▼ $11,000
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Intangible Assets-$0-
Total Assets$84,840,423$98,180,991▲ $13,340,568
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$25,471,003$39,101,720▲ $13,630,717
Other Liabilities$9,402,500$10,000,000▲ $597,500
Mortgage Notes Payable Secured by Investment Property$5,721,493$6,312,201▲ $590,708
Deferred Revenue$2,271,551$2,370,755▲ $99,204
Accounts Payable and Accrued Expenses$2,923,458$1,918,428▼ $1,005,030
Grants Payable$1,693,776$669,641▼ $1,024,135
Total Liabilities$47,483,781$60,372,745▲ $12,888,964
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,931,654$37,543,258▲ $611,604
Net Assets With Donor Restrictions$424,988$264,988▼ $160,000
Total Net Assets Fund Balance$37,356,642$37,808,246▲ $451,604
Total Liabilities and Net Assets / Fund Balance$84,840,423$98,180,991▲ $13,340,568

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,717,968$2,497,316$8,215,284
Equipment$1,136,725$4,169,415$5,306,140
Land$1,150,000-$1,150,000
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janie BarreraFounder and SVPFT$197,072$60,000$257,072
Amy HerefordGeneral CounselFT$211,481$36,106$247,587
Nelly Rojas-morenoCOO/CFOFT$209,381$25,979$235,360
Adrian GonzalezChief CDC OfficerFT$153,658$105,291$170,485
Christopher AllenSVP Sba 504FT$75,285$2,109$165,858
Michael CoulterChief Lending Off.FT$148,140$3,215$151,355
Laurie a VignaudPresident & CEOFT$126,218-$126,218

Board Members and Trustees

NameTitle
Jeff BrouillardChairman
James DreibelbisVice Chair
Ana RodriguezDirector
Brandi Carberry-vitierDirector
Dr Dianna Burns-banks MdDirector
Jimmie KeenanDirector
Michele Hoskins PhdDirector
Ramiro CavazosDirector
Rhonda McgownDirector
Richard PerezDirector
Rolando G BarreraDirector
Vikram S BajajDirector
William BrownDirector
William MollDirector
Yoly DavilaDirector
John ChamberlainSecretary
Steven LackowskiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Journeyteam-ab Computer LLCIt Consulting121 W ELECTION RD 300, Draper, UT 84020$355,681
Txc Texas Creative LLCMarketingPO BOX 790785, San Antonio, TX 78279$205,465
Saurabh BansalProject Management24010 KINGDOM ISLE LANE, Katy, TX 77493$167,218
Starkweather Law OfficeLoan Closing3736 EUBANK BLVD NE BLDG C, Albuquerque, NM 87111$126,000
Revenue and Support

Revenue Composition

Contributions and Grants
$29,182,853
Program Service Revenue
$10,427,112
Investment Income
$921,897
Other Revenue
$31,260
All Other Contributions
$4,701,051
Change in Net Assets
$451,604

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 Table126$1,737,121Market Rate
Total Noncash Contributions126$1,737,121-

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,563,122
Total Revenue per Audited Statements
$40,563,122
Total Revenue per Form 990
$40,563,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,311,324
Other Expenses$11,679,148
Salaries, Compensation, and Employee Benefits$11,121,046
Total Fundraising Expense$1,474,165
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,311,324--$17,311,324
Other Salaries and Wages$6,919,182$895,008$836,120$8,650,310
Other Employee Benefits$1,071,066$225,914$100,726$1,397,706
Information Technology$964,655$303,177$110,246$1,378,078
Fees for Services Other$1,198,715$90,245$45,099$1,334,059
Interest$1,138,948--$1,138,948
Payroll Taxes$554,999$69,388$65,353$689,740
Depreciation Depletion$419,193$130,432$47,794$597,419
All Other Expenses$284,633$89,659$32,530$406,822
Other Expenses$393,723--$393,723
Advertising$273,113-$117,048$390,161
Current Officers, Directors, Trustees, and Key Employees$306,585$39,657$37,048$383,290
Insurance$190,352$59,825$21,755$271,932
Occupancy$188,657$59,293$21,561$269,511
Travel$122,315$38,442$13,979$174,736
Conferences and Meetings$96,008$30,174$10,972$137,154
Office Expenses$46,770$22,300$8,109$77,179
Fees for Services Legal$50,965$16,018$5,825$72,808
Fees for Services Accounting$-55,115$-36,743-$-91,858
Total Functional Expenses$36,604,564$2,032,789$1,474,165$40,111,518

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$40,111,518
Total Expenses per Audited Statements$40,111,518
Total Expenses per Form 990$40,111,518
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Equity Equivalents$10,000,000
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is e-mailed to each director prior to filing for their review and approval.”

Form 990, Part VI, Section B, Line 12C

“The members of the board annually sign statements of non-conflict of interest.”

Form 990, Part VI, Section B, Line 15A

“The board of directors annually reviews and approves compensation.”

Form 990, Part VI, Section C, Line 19

“Liftfund makes its governing documents available by request.”

Filing and Contact Details

Filer

Filer Name
Liftfund Inc
EIN
74-2712770
Phone
2102263664
Address
2014 S HACKBERRY, SAN ANTONIO, TX 78210

Signing Officer

Name
Marchell Camp
Title
CFO
Signed
2024-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie a Vignaud
Formed
1994
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
17
Employees
136
Volunteers
19

Preparer

Firm
Schriver Carmona & Company Pllc
Address
7550 IH-10 Ste 504, SAN ANTONIO, TX 78229
Preparer
Christopher Carmona CPA
Phone
2106800350
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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/Form990PartVIISectionAGrp/TitleTxt1GENERAL COUNSEL
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,180,991
Liabilities
$60,372,745
Net assets
$37,808,246
Revenue
$40,563,122
Expenses
$40,111,518
Net income
$451,604
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