Civic Intelligence

Lvtrise

EIN 83-2573725 • 501(c)3 • Fort Worth, TX

Profile

To assist the existing las vegas trail area transformational process by providing communication and coordination among all serving organizations and by partnering with the people who live and work in the area. Lvtrise will bring resources to the las vegas trail community and to work to remove barriers to access in order to create a thriving community for all residents on the las vegas trail area.

8201 Calmont AvenueFort Worth, TX 76116

www.lvtrise.org

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.03x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-61%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

8th percentile

-23%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

34%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,817,157

Down $535,831 (-23%) from 2023

Liabilities

Up

$58,598

Up $17,636 (+43%) from 2023

Net Assets

Down

$1,758,559

Down $553,467 (-24%) from 2023

Revenue

Up

$1,683,754

Up $430,545 (+34%) from 2023

Expenses

Up

$2,710,447

Up $496,943 (+22%) from 2023

Net Income

Down

-$1,026,693

Down $66,398 (-6.9%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2019: $72,603Liabilities 2019: $59,335Net Assets 2019: $13,2682019Assets 2020: $949,559Liabilities 2020: $47,397Net Assets 2020: $902,1622020Assets 2021: $1,637,567Liabilities 2021: $40,179Net Assets 2021: $1,597,3882021Assets 2022: $2,622,097Liabilities 2022: $38,773Net Assets 2022: $2,583,3242022Assets 2023: $2,352,988Liabilities 2023: $40,962Net Assets 2023: $2,312,0262023Assets 2024: $1,817,157Liabilities 2024: $58,598Net Assets 2024: $1,758,5592024

Highlighted filing

2024

Assets$1,817,157
Liabilities$58,598
Net Assets$1,758,559

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $501,612Expenses 2019: $488,344Net Income 2019: $13,2682019Revenue 2020: $1,227,080Expenses 2020: $338,186Net Income 2020: $888,8942020Revenue 2021: $1,417,435Expenses 2021: $722,209Net Income 2021: $695,2262021Revenue 2022: $1,542,984Expenses 2022: $1,923,592Net Income 2022: -$380,6082022Revenue 2023: $1,253,209Expenses 2023: $2,213,504Net Income 2023: -$960,2952023Revenue 2024: $1,683,754Expenses 2024: $2,710,447Net Income 2024: -$1,026,6932024

Highlighted filing

2024

Revenue$1,683,754
Expenses$2,710,447
Net Income-$1,026,693

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,803,318
Mission and Program Overview

Mission

To assist the existing las vegas trail area transformational process by providing communication and coordination among all serving organizations and by partnering with the people who live and work in the area. Lvtrise will bring resources to the las vegas trail community and to work to remove barriers to access in order to create a thriving community for all residents on the las vegas trail area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,350,901$1,599,814▲ $248,913
Pledges and Grants Receivable$77,415$148,692▲ $71,277
Cash and Non-Interest-Bearing Accounts$220,692$60,286▼ $160,406
Total Assets$2,352,988$1,817,157▼ $535,831
Other Assets Total$703,980$8,365▼ $695,615
Liabilities
Accounts Payable and Accrued Expenses$40,962$58,598▲ $17,636
Total Liabilities$40,962$58,598▲ $17,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,036,236$1,550,488▼ $485,748
Net Assets With Donor Restrictions$275,790$208,071▼ $67,719
Total Net Assets Fund Balance$2,312,026$1,758,559▼ $553,467
Total Liabilities and Net Assets / Fund Balance$2,352,988$1,817,157▼ $535,831

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,491,330$2,147,414$3,638,744
Other Land Buildings$108,345$98,568$206,913
Equipment$139$9,611$9,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paige CharbonnetExecutive DirectorFT$115,000$115,000

Board Members and Trustees

NameTitle
Tori WhitePresident
Al SilvaDirector
Anna BoulwareDirector
Felipe GutierrezDirector
Graham NorrisDirector
Jari MemaDirector
Julie SwearinginDirector
Maria MasonDirector
Michael CrainDirector
Roger TurnhamDirector
Shawn DohertyDirector
Stephanie JacksonDirector
Ty PettyDirector
Ty StimpsonDirector
Ashley MortimerProgram Director
Marcus MorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,662,447
Program Service Revenue
$0
Investment Income
$19
Other Revenue
$21,288
All Other Contributions
$1,633,287
Change in Net Assets
$-1,026,693

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
Food Inventory69$737,182Fair Market Value (FMV)
Securities Publicly Traded1$101,470Fair Market Value (FMV)
Total Noncash Contributions70$838,652-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,683,755
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$666,330
Total Revenue per Audited Statements
$2,350,085
Total Revenue per Form 990
$1,683,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,325,462
Salaries, Compensation, and Employee Benefits$384,985
Total Fundraising Expense$290,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$747,109$28,958$127,468$903,535
Other Salaries and Wages$199,989$9,138$29,147$238,274
Current Officers, Directors, Trustees, and Key Employees$96,522$4,410$14,067$114,999
Occupancy$33,384$31,728$31,728$96,840
Fees for Services Accounting$11,246$68,433$2,761$82,440
Fees for Services Management$1,291$44,165$1,186$46,642
Payroll Taxes$23,008$1,051$3,353$27,412
Information Technology$18,620$3,845$3,918$26,383
Insurance$2,294$13,959$563$16,816
Office Expenses$6,941$6,690$1,939$15,570
Other Employee Benefits$3,609$165$526$4,300
Fees for Services Legal$516$3,138$127$3,781
Other Expenses$211$1,283$52$1,546
Travel$909$6$12$927
Total Functional Expenses$2,143,047$276,686$290,714$2,710,447

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,903,552
Expenses per Audited Statements$2,710,448
Total Expenses per Form 990$2,710,448
Expenses Not Reported on Form 990$193,104
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,401
Fundraising Direct Expenses$18,113
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$39,600$26,539$4,929$21,610
Golf Tournament$28,961$12,862$554$12,308
Total Events$68,561$39,401$18,113$21,288
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
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
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 provided to officers and directors for review prior to filing with the irs.

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

The organization regularly and consistently monitors the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

All salary payments are fixed payments based on a living wage scale. Bonuses are determine d annually following a yearly performance review and based on a percentage basis.

Form 990, Part VI, Section C, Line 18

Form 1023 and form 990 are available to the public upon request.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lvtrise
EIN
83-2573725
Phone
8174209741
Address
8201 CALMONT AVENUE, FORT WORTH, TX 76116

Signing Officer

Name
Paige Charbonnet
Title
Executive Director
Phone
8174209741
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tori White
Formed
2018
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
14
Employees
11
Volunteers
706

Preparer

Firm
Jtaylor & Associates LLC
Address
4800 OVERTON PLAZA SUITE 360, FORT WORTH, TX 76109-4430
Preparer
Douglas Mann
Phone
8179245900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

In-kind improvements 473,226.

Financial Statement Notes

PART X, LINE 2:

The organization is generally exempt from federal income tax under section 501(c)(3) of the internal revenue code, as an organization other than a private foundation, us gaap requires management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the organization and has concluded that as of september 30, 2024 and 2023, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

In-kind improvement costs fundraising event expenses

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising event expenses

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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt018113
IRS990/FundraisingGrossIncomeAmt039401
IRS990/GainOrLossGrp/SecuritiesAmt019
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IRS990/GrantsToIndividualsInd00
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/FundraisingAmt03918
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03845
IRS990/InformationTechnologyGrp/ProgramServicesAmt018620
IRS990/InformationTechnologyGrp/TotalAmt026383
IRS990/InsuranceGrp/FundraisingAmt0563
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/NondeductibleContributionsInd00
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IRS990ScheduleD/ExpensesNotReportedAmt0193104
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0206913

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