Civic Intelligence

Lifting Generations Inc

EIN 80-0001164 • 501(c)3 • Sandy, UT

Profile

Lifting generations pursues its objective of building self-reliance for individuals and families through multiple,yet closely related programs. These tools help a client acheive self-sufficiency according to their own abilities, interests and circumstances.

64 East 11400 South Ste 120Sandy, UT 84070

www.liftinggenerations.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $1,682,181 (-100%) from 2019

Liabilities

Down

$0

Down $192,122 (-100%) from 2019

Net Assets

Down

$0

Down $1,490,059 (-100%) from 2019

Revenue

Down

$1,447,141

Down $639,458 (-31%) from 2019

Expenses

Down

$1,138,363

Down $1,054,994 (-48%) from 2019

Net Income

Up

$308,778

Up $415,536 (+389%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $424,275Liabilities 2011: $4,529Net Assets 2011: $419,7462011Assets 2012: $954,938Liabilities 2012: $56,660Net Assets 2012: $898,2782012Assets 2013: $799,591Liabilities 2013: $73,952Net Assets 2013: $725,6392013Assets 2014: $683,954Liabilities 2014: $59,360Net Assets 2014: $624,5942014Assets 2015: $666,471Liabilities 2015: $159,913Net Assets 2015: $506,5582015Assets 2016: $1,277,109Liabilities 2016: $456,047Net Assets 2016: $821,0622016Assets 2017: $1,950,348Liabilities 2017: $457,194Net Assets 2017: $1,493,1542017Assets 2018: $1,767,470Liabilities 2018: $370,740Net Assets 2018: $1,396,7302018Assets 2019: $1,682,181Liabilities 2019: $192,122Net Assets 2019: $1,490,0592019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,481,498Expenses 2011: $1,448,814Net Income 2011: $32,6842011Expenses 2012: $1,272,7672012Revenue 2013: $1,375,508Expenses 2013: $1,548,147Net Income 2013: -$172,6392013Revenue 2014: $1,195,201Expenses 2014: $1,296,246Net Income 2014: -$101,0452014Revenue 2015: $1,337,223Expenses 2015: $1,455,259Net Income 2015: -$118,0362015Revenue 2016: $1,831,242Expenses 2016: $1,750,813Net Income 2016: $80,4292016Revenue 2017: $2,687,850Expenses 2017: $1,913,560Net Income 2017: $774,2902017Revenue 2018: $2,128,559Expenses 2018: $2,166,497Net Income 2018: -$37,9382018Revenue 2019: $2,086,599Expenses 2019: $2,193,357Net Income 2019: -$106,7582019Revenue 2020: $1,447,141Expenses 2020: $1,138,363Net Income 2020: $308,7782020

Highlighted filing

2020

Revenue$1,447,141
Expenses$1,138,363
Net Income$308,778

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$1,447,141
Mission and Program Overview

Mission

Cause for hope pursues its objective of building self-reliance for individuals and families through multiple,yet closely related programs. These tools help a client acheive self-sufficiency according to their own abilities, interests and circumstances.

Lifting generations pursues its objective of building self-reliance for individuals and families through multiple,yet closely related programs. These tools help a client acheive self-sufficiency according to their own abilities, interests and circumstances.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,001,968--
Cash and Non-Interest-Bearing Accounts$449,141--
Land, Buildings, and Equipment, Net$206,987--
Savings and Temporary Cash Investments$7,000--
Prepaid Expenses and Deferred Charges$4,400--
Other Notes and Loans Receivable, Net$1,685--
Total Assets$1,682,181$0▼ $1,682,181
Other Assets Total$11,000--
Liabilities
Accounts Payable and Accrued Expenses$192,122--
Total Liabilities$192,122$0▼ $192,122
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,490,059--
Total Net Assets Fund Balance$1,490,059$0▼ $1,490,059
Total Liabilities and Net Assets / Fund Balance$1,682,181$0▼ $1,682,181
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris DunnChief Operating Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,426,098
Program Service Revenue
$0
Investment Income
$21,043
Other Revenue
$0
All Other Contributions
$1,426,098
Change in Net Assets
$308,778

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$465,000Selling Price
Total Noncash Contributions1$465,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$734,653
Other Expenses$403,710
Total Fundraising Expense$72,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$602,790$69,810$62,053$734,653
Occupancy$143,700$6,450$6,450$156,600
Travel$44,718$3,813-$48,531
Depreciation Depletion$35,261--$35,261
Information Technology$21,139$1,113-$22,252
Office Expenses$18,785$1,249$1,249$21,283
Fees for Services Legal$11,098$500$500$12,098
Other Expenses$7,811$722$554$7,811
Fees for Services Other$7,557--$7,557
Fees for Services Accounting$1,894$1,603$1,603$5,100
Advertising$3,391$421$420$4,232
Total Functional Expenses$979,853$85,681$72,829$1,138,363
International Activity

International Summary

Offices
11
Employees
60
Spending
$15,294

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesMentoring & Guidance16$8,239
Central America and the CaribbeanProgram ServicesMentoring & Guidance533$5,401
North America Not the United StatesProgram ServicesMentoring & Guidance211$1,075
South AmericaProgram ServicesMentoring & Guidance310$579
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

This form 990 is made available to the executive committee for review by the treasurer

CEO executive director top management comp Part VI line 15A

The compensation of the coo and other officers is determined by the members of the executive committee. Once approved, the officers receive the agreed upon compensation.

Other officer or key employee compensation Part VI line 15B

The compensation of officers and other employees is recommended by the coo to the executive committee. The committee then approves the compensation and communicates back the approval to the coo.

Governing documents etc available to public Part VI line 19

The governing documents are made available upon request

Filing and Contact Details

Filer

Filer Name
Lifting Generations Inc
EIN
80-0001164
Address
64 EAST 11400 SOUTH STE 120, SANDY, UT 84070

Signing Officer

Name
Chris Dunn
Title
COO
Phone
8015762343
Signed
2021-09-15
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
444

Preparer

Firm
Wasatch Tax Advisors Pc
Address
6589 S 1300 E STE 120, SALT LAKE CITY, UT 84121
Preparer
Joshua Turnbow CPA
Phone
8014505621
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Lifting generations merged with mentors international in the early statges of fye 2020 with lifting generations surviving the merger.

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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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IRS990ScheduleF/SubtotalSpentAmt015294
IRS990ScheduleF/TotalEmployeeCnt060
IRS990ScheduleF/TotalOfficeCnt011
IRS990ScheduleF/TotalSpentAmt015294
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0SELLING PRICE
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0465000
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IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0MERGER WITH MENTORS INTERNATIONAL
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02020-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0431536498
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01907650
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0MENTORS INTERNATIONAL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt065 E WADSWORTH PARK DR
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0DRAPER
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0UT
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IRS990ScheduleN/LiabilitiesPaidInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS FORM 990 IS MADE AVAILABLE TO THE EXECUTIVE COMMITTEE FOR REVIEW BY THE TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPENSATION OF THE COO AND OTHER OFFICERS IS DETERMINED BY THE MEMBERS OF THE EXECUTIVE COMMITTEE. ONCE APPROVED, THE OFFICERS RECEIVE THE AGREED UPON COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF OFFICERS AND OTHER EMPLOYEES IS RECOMMENDED BY THE COO TO THE EXECUTIVE COMMITTEE. THE COMMITTEE THEN APPROVES THE COMPENSATION AND COMMUNICATES BACK THE APPROVAL TO THE COO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIFTING GENERATIONS MERGED WITH MENTORS INTERNATIONAL IN THE EARLY STATGES OF FYE 2020 WITH LIFTING GENERATIONS SURVIVING THE MERGER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalContributionsAmt01426098
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt072829
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085681
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0979853
IRS990/TotalFunctionalExpensesGrp/TotalAmt01138363
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0192122
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0192122
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0979853
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021043
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01447141
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0444
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01682181
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03813
IRS990/TravelGrp/ProgramServicesAmt044718
IRS990/TravelGrp/TotalAmt048531
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.LIFTINGGENERATIONS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum08015762343
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFTING GENERATIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFT
ReturnHeader/Filer/EIN0800001164
ReturnHeader/Filer/USAddress/AddressLine1Txt064 EAST 11400 SOUTH STE 120
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465761599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WASATCH TAX ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06589 S 1300 E STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084121
ReturnHeader/PreparerPersonGrp/PhoneNum08014505621
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua Turnbow CPA
ReturnHeader/ReturnTs02021-09-29T19:02:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUNN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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