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Nonprofiteer
← LIFT ORLANDO INC

Form 990 for tax year 2024

Filed by LIFT ORLANDO INC.

Totals

Total revenue
$5,719,214
Total expenses
$5,927,183
Contributions and grants received
$5,404,147
Grants paid
$1,646,753
Program service revenue
$80,319
Investment income
$261,043
Other revenue
-$26,295
Total assets, end of year
$19,524,789
Total liabilities, end of year
$2,480,138
Net assets or fund balances, end of year
$17,044,651
Program services expenses (Part IX)
$4,745,818
Management and general expenses
$582,843
Fundraising expenses
$598,522
Program service expenses (Part III)
$4,745,818

Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $256,002

  • 1e · Government grants (contributions)

    $1,250,000

  • 1f · All other contributions, gifts and grants

    $3,898,145

  • 2a · Program service revenue: FACILITY USE FEES

    total $53,046 · related or exempt $53,046

  • 2b · Program service revenue: LEASE REVENUE

    total $27,273 · related or exempt $27,273

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $261,043 · excluded $261,043

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $33,992

  • 8a · Fundraising events: contributions included on line 1c

    $256,002

  • 8b · Fundraising events: direct expenses

    $94,693

  • 8c · Net income from fundraising events

    total -$60,701 · excluded -$60,701

  • 11a · Other revenue: ADMIN/MGMT FEE

    total $34,000 · related or exempt $34,000

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $406 · related or exempt $406

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $34,406

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,444,934 · program services $1,444,934

  • 2 · Grants to domestic individuals

    total $201,819 · program services $201,819

  • 5 · Compensation of officers, directors and key employees

    total $819,618 · program services $620,349 · management and general $109,250 · fundraising $90,019

  • 7 · Other salaries and wages

    total $1,523,563 · program services $1,011,319 · management and general $223,144 · fundraising $289,100

  • 9 · Other employee benefits

    total $177,258 · program services $109,366 · management and general $23,048 · fundraising $44,844

  • 10 · Payroll taxes

    total $157,192 · program services $108,213 · management and general $22,885 · fundraising $26,094

  • 11b · Fees: legal

    total $69,236 · program services $59,179 · management and general $10,057

  • 11c · Fees: accounting

    total $52,610 · management and general $52,610

  • 11d · Fees: lobbying

    total $20,000 · program services $20,000

  • 11g · Fees: other

    total $585,145 · program services $428,966 · management and general $89,394 · fundraising $66,785

  • 12 · Advertising and promotion

    total $149,566 · program services $120,643 · management and general $1,584 · fundraising $27,339

  • 13 · Office expenses

    total $20,411 · program services $12,667 · management and general $3,190 · fundraising $4,554

  • 14 · Information technology

    total $86,781 · program services $57,791 · management and general $8,058 · fundraising $20,932

  • 16 · Occupancy

    total $146,369 · program services $115,933 · management and general $17,554 · fundraising $12,882

  • 17 · Travel

    total $35,571 · program services $33,759 · management and general $412 · fundraising $1,400

  • 19 · Conferences, conventions and meetings

    total $262,545 · program services $252,865 · management and general $8,160 · fundraising $1,520

  • 22 · Depreciation, depletion and amortization

    total $12,227 · program services $8,339 · management and general $2,027 · fundraising $1,861

  • 23 · Insurance

    total $46,807 · program services $37,306 · management and general $4,953 · fundraising $4,548

  • 24a · Other expenses: OTHER PROGRAM COSTS

    total $64,361 · program services $64,361

  • 24b · Other expenses: Board & Staff Development/Engagement

    total $22,001 · program services $16,101 · management and general $3,936 · fundraising $1,964

  • 24c · Other expenses: MEMBERSHIPS & SUBSCRIPTIONS

    total $20,183 · program services $17,571 · management and general $2,087 · fundraising $525

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $3,920 · program services $3,920

  • 24e · All other expenses

    total $5,066 · program services $417 · management and general $494 · fundraising $4,155

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,397,572 · end of year $3,490,379

  • 3 · Pledges and grants receivable

    beginning of year $599,325 · end of year $372,900

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $10,560,824 · end of year $10,675,915

  • 9 · Prepaid expenses and deferred charges

    beginning of year $74,442 · end of year $193,890

  • 10a · Land, buildings and equipment: cost or other basis

    $4,217,165

  • 10b · Land, buildings and equipment: accumulated depreciation

    $18,849

  • 10c · Land, buildings and equipment, net

    beginning of year $4,210,542 · end of year $4,198,316

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $661,192 · end of year $593,389

  • 17 · Accounts payable and accrued expenses

    beginning of year $90,115 · end of year $538,520

  • 19 · Deferred revenue

    beginning of year $1,290,909 · end of year $1,266,269

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,250,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $620,253 · end of year $675,349

  • 27 · Net assets without donor restrictions

    beginning of year $16,211,252 · end of year $16,210,115

  • 28 · Net assets with donor restrictions

    beginning of year $1,041,368 · end of year $834,536

Mission and programs · 2024

Mission

LIFT ORLANDO IS A NONPROFIT ORGANIZATION WORKING WITH RESIDENTS, BUSINESS LEADERS, AND COMMUNITY PARTNERS TO STRENGTHEN NEIGHBORHOODS SO PEOPLE CAN THRIVE BY PROVIDING MIXED-INCOME HOUSING, CRADLE-TO-CAREER EDUCATION PATHWAYS, HEALTH AND WELLNESS SERVICES, AND ECONOMIC VIABILITY OPPORTUNITIES. WE INTENTIONALLY INVEST IN HOLISTIC AND RESIDENT-CENTERED TOOLS, EDUCATION, AND SUPPORT THAT IS CREATED AND MAINTAINED COLLECTIVELY ALONGSIDE RESIDENTS AND PARTNERS.

Activities or mission (Part I)

LIFT ORLANDO, INC. (LIFT ORLANDO) IS A NON-PROFIT ORGANIZATION WORKING WITH RESIDENTS, BUSINESS LEADERS AND COMMUNITY PARTNERS TO STRENGTHEN NEIGHBORHOODS SO PEOPLE CAN THRIVE THROUGH HOUSING, EDUCATION, HEALTH AND WELLNESS, AND ECONOMIC VIABILITY.

  • EDUCATION: LIFT ORLANDO'S CRADLE-TO-CAREER GOAL IS TO SUPPORT A HIGH PERFORMING EDUCATIONAL PATHWAY BEGINNING WITH EARLY CHILDHOOD ALL THE WAY TO PROMISING CAREERS. LIFT ORLANDO SUPPORTS THE EDUCATIONAL PATHWAY BY ENGAGING COMMUNITY MEMBERS AND COORDINATING ALIGNMENT BETWEEN COMMUNITY SCHOOLS, COMMUNITY MEMBERS AND BEST IN CLASS NOT-FOR-PROFITS, WHILE MEASURING AND EVALUATING PROGRESS TOWARDS OUR SHARED GOALS. IN 2024, OUR EDUCATION SERVICES IMPACTED 1,028 STUDENTS/CHILDREN, 149 TEACHERS, AND 21 SCHOOLS AND EARLY LEARNING PROVIDERS, IN PARTNERSHIP WITH 12 COMMUNITY ORGANIZATIONS. EMPOWERED SCHOLARS, LIFT ORLANDO'S COLLEGE AND CAREER READINESS PROGRAM, SUPPORTS 32805 ZIP CODE STUDENTS BY REMOVING BARRIERS TO POST-SECONDARY SUCCESS. THE PROGRAM OFFERS ONE-ON-ONE MENTORSHIP, COLLEGE PREP, CAREER GUIDANCE, AND A FLEXIBLE FINAL-DOLLAR FUNDING SCHOLARSHIP. IN 2024, 20 STUDENTS PARTICIPATED, AND 18 RECEIVED SCHOLARSHIPS. LIFT'S EDUCATION TEAM EXECUTED ITS THIRD YEAR OF AN EARLY LEARNING PROGRAM, NOW CALLED THE EARLY LEARNING COLLABORATIVE, WHICH SUPPORTS EARLY EDUCATION PROVIDERS IN THE 32805 ZIP CODE BY PROVIDING MISSING RESOURCES NEEDED TO NURTURE YOUNG CHILDREN'S COGNITIVE AND SOCIAL EMOTIONAL DEVELOPMENT FOR SUCCESS IN SCHOOL. THROUGH THIS PROGRAM, OUR TEAM INVESTED IN 18 EARLY LEARNING PROVIDERS. THESE FUNDS HAVE BEEN ALLOCATED TO MAKE INFRASTRUCTURE UPDATES, OPERATIONAL AND STAFFING SUPPORT, EARLY LEARNING INTERVENTION SCREENINGS AND ENHANCE CURRICULUM AND TEACHING RESOURCES. OUR PARTNERSHIP WITH EARLY LEARNING PROVIDERS HAS IMPACTED OVER 600 STUDENTS AND 91 TEACHERS WITHIN THE 32805 ZIP CODE. LAUNCHED IN FALL 2024, LIFT ORLANDO'S SENIOR AMBASSADORS PROGRAM CONNECTS TRAINED RESIDENTS FROM PENDANA SENIOR RESIDENCES WITH ORANGE CENTER STUDENTS NEEDING READING SUPPORT. GUIDED BY OUR RESOURCE TEACHER, FOUR SENIOR VOLUNTEERS WORK ONE-ON-ONE WITH 13 FIRST AND SECOND GRADERS SCORING IN THE BOTTOM 30% ON STAR READING ASSESSMENTS. THE PROGRAM RUNS THREE DAYS A WEEK FOR THREE HOURS, USING OCPS LITERACY CURRICULUM AND MEASURABLE OUTCOMES TO TRACK STUDENT PROGRESS. ADDITIONALLY, IN PARTNERSHIP WITH THE YMCA AND THE JACQUELINE BRADLEY-CLARENCE OTIS BOYS & GIRLS CLUB, LIFT ORLANDO SUPPORTED SWIMMING LESSONS FOR 96 STUDENTS IN 2024. AFTER A SKILLS ASSESSMENT OF 140 YOUTH AT THE PENDANA AT WEST LAKES POOL REVEALED THAT 68% COULD NOT PASS, WE COLLABORATED WITH PARTNERS TO FUND FOUR SWIM LESSONS PER STUDENT FOR THOSE IN NEED. LIFT ORLANDO CONTINUED ITS SUPPORT OF THE WEST LAKES EARLY LEARNING CENTER (ELC) BY PARTICIPATING IN FUNDRAISING, COMMUNITY ENGAGEMENT, AND PROGRAMMATIC PARTNER COORDINATION. THE ELC PROVIDES HIGH-QUALITY AND AFFORDABLE EARLY CHILDHOOD EDUCATION FOR THE CHILDREN OF WEST LAKES. IN 2024, THE ELC ENROLLED 132 CHILDREN AND EMPLOYED 40 TEAM MEMBERS. BY DECEMBER 2024, 57 CHILDREN WERE RECEIVING SPEECH AND LANGUAGE SERVICES, 42 WERE IN OCCUPATIONAL THERAPY, 21 IN PHYSICAL THERAPY, 13 IN MUSIC THERAPY, 37 IN FEEDING THERAPY, 12 IN PLAY THERAPY, 6 IN PERSONAL CARE SERVICES, AND 7 IN APPLIED BEHAVIOR THERAPY. ADDITIONALLY, 15 ADULTS PARTICIPATED IN LIFE COUNSELING SERVICES. IN 2024, LIFT CONTINUED TO FOSTER RELATIONSHIPS WITH AND WORK BESIDE SCHOOL ADMINISTRATORS, TEACHERS, PARENTS, AND COMMUNITY PARTNERS TO ACTIVELY DEVELOP SERVICES THAT DISMANTLE BARRIERS THAT PREVENT EDUCATIONAL ADVANCEMENT, WHILE TACKLING HISTORIC GAPS AND ENVIRONMENTAL FACTORS THAT INHIBIT A CHILD'S ACHIEVEMENT POTENTIAL. IN ADDITION TO THIS, LIFT CONTINUED TO PROVIDE FUNDING TOWARD TEACHER APPRECIATION AT THE JACQUELINE BRADLEY & CLARENCE OTIS BOYS & GIRLS CLUB, JONES HIGH SCHOOL, LEGENDS ACADEMY, ROCK LAKE ELEMENTARY, ORANGE CENTER ELEMENTARY SCHOOL, AND THE WEST LAKES EARLY LEARNING CENTER-INCLUDING ONGOING ENGAGEMENT AND RESOURCE SUPPORT AT ORANGE CENTER ELEMENTARY.

    Expenses $1,946,944 · Grants $1,037,056

  • HOUSING: LIFT ORLANDO'S GOAL FOR MIXED-INCOME HOUSING IS TO DEVELOP HIGH-QUALITY MIXED-INCOME HOMES THAT ARE AFFORDABLE FOR RESIDENTS AND ATTRACT FAMILIES BACK TO THE NEIGHBORHOOD. LIFT ORLANDO PARTNERED TO DEVELOP PENDANA, PHASE I OF LIFT ORLANDO'S HOUSING STRATEGY, A MIXED-INCOME MULTIFAMILY APARTMENT COMMUNITY WHICH OPENED IN 2018. LIFT CONTINUES TO BE ACTIVELY ENGAGED WITH THE MANAGEMENT COMPANY OF PENDANA AT WEST LAKES TO FACILITATE COMMUNITY ENGAGEMENT AND DESIRED OUTCOMES IN THE COMMUNITY. IN 2024, THE HOUSING TEAM CONTINUED THIS WORK BY EXPLORING NEW OPPORTUNITIES TO EXPAND MIXED-INCOME HOUSING IN THE SURROUNDING AREA. IN MAY OF 2020, PENDANA SENIOR RESIDENCES (PHASE II) STARTED SAFELY WELCOMING WEST LAKES SENIORS AGE 62 AND OVER. IN 2024, LIFT ORLANDO CONTINUED TO WORK WITH PARTNER COLUMBIA RESIDENTIAL AND SENIORS FIRST TO OFFER WEEKLY ACTIVITIES FOR RESIDENTS AT PENDANA SENIOR RESIDENCES THAT PROVIDE PHYSICAL AND SOCIAL SUPPORT TO SENIORS SEEKING ACTIVITIES THAT ARE BENEFICIAL TO THEIR MIND, BODY, AND SPIRIT. PROGRAMMING INCLUDED GAMES, MOVIES, PICTIONARY, PUZZLES, ARTS AND CRAFTS, GUESS THE TUNE, CROCHET, GARDENING, EDUCATION SESSIONS, AND WEEKLY SENIOR FITNESS CLASSES FROM A LOCAL PHYSICAL TRAINER, WITH BINGO BECOMING A POPULAR FAVORITE. LIFT ORLANDO FUNDED WEST LAKES PARTNERSHIP (WLP) IN THEIR ONGOING COMMUNITY BEAUTIFICATION PROJECT. THE WEST LAKES RESIDENTIAL PAINT AND BEAUTIFICATION PROGRAM WORKS TO IMPROVE HOUSING STOCK WITHIN THE COMMUNITIES OF WEST LAKES AND PROVIDES MATCHING GRANTS THAT SUPPORT WEST LAKES HOMEOWNERS' BEAUTIFICATION EFFORTS. SEVEN HOMES IN THREE NEIGHBORHOODS WERE COMPLETED AND NEARLY 20 RESIDENTS WERE PROVIDED FLOWERS TO SPRUCE UP THEIR HOMES IN 2024. IN PARTNERSHIP WITH THE ORLANDO HOUSING AUTHORITY AND WITH SUPPORT FROM THE CITY OF ORLANDO, LIFT ORLANDO WAS AWARDED THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT'S (HUD) FY23 CHOICE NEIGHBORHOODS PLANNING GRANT. THE TWO-YEAR PLANNING PROCESS BEGAN IN LATE 2023 WITH PRE-PLANNING AND THE FORMATION OF REQUIRED COMMITTEES AND WORKING GROUPS. IN 2024, EFFORTS FOCUSED ON DIRECT RESIDENT ENGAGEMENT TO IDENTIFY AND DOCUMENT COMMUNITY PRIORITIES. ALONGSIDE OHA, LIFT FACILITATED A RANGE OF ACTIVITIES INCLUDING A DOOR-TO-DOOR SURVEY OF PUBLIC HOUSING RESIDENTS, A COMMUNITY DATA WALK TO REVIEW SURVEY AND MARKET STUDY FINDINGS, VISIONING MEETINGS, DESIGN CHARRETTES, AND A YOUTH ENGAGEMENT ACTIVITY WHERE STUDENTS SHARED THEIR HOUSING AND AMENITY PREFERENCES THROUGH DRAWINGS AND LEGO MODELS.

    Expenses $896,183 · Grants $59,000 · Revenue $37,273

  • COMMUNITY QUARTERBACK: AS THE COMMUNITY QUARTERBACK IN WEST LAKES' COLLECTIVE IMPACT INITIATIVE, LIFT ORLANDO HELPS TO FACILITATE AND COORDINATE OPEN COLLABORATION BETWEEN RESIDENTS, NONPROFIT PARTNERS, BUSINESSES, AND COMMUNITY LEADERS, WHO ARE COLLECTIVELY WORKING TO STRENGTHEN THE COMMUNITIES OF WEST LAKES, WASHINGTON SHORES, JOHNSON VILLAGE, LAKE MANN, AND GREATER 32805 ZIP CODE. LIFT ORLANDO COLLABORATED WITH AND PROVIDED FUNDING TO WEST LAKES PARTNERSHIP (WLP) TO PURSUE PROJECTS THAT INCREASE THE WEALTH AND WELL-BEING OF WEST LAKES RESIDENTS. ALONGSIDE THE RESIDENTIAL PAINT & BEAUTIFICATION PROGRAM, COMMUNITY CLEAN-UP AND DREAM HOUSING REHAB PROGRAM, WLP ISSUES "THE WEST LAKES NEWSLETTER", WITH 20,942 INDIVIDUALS OPENED AND VIEWED E-NEWSLETTERS AND 5,250 PHYSICAL NEWSLETTERS DELIVERED TO RESIDENTS IN 2024. LIFT ORLANDO HELD A QUARTERLY OPEN HOUSE - A FREE, FAMILY-FRIENDLY EVENT FEATURING FOOD TRUCKS, LIVE MUSIC, GAMES, AND A RESOURCE FAIR WITH PARTNERS LIKE THE CITY OF ORLANDO, FLORIDA BLUE, WEST LAKES PARTNERSHIP, AND GOODWILL. THE EVENT OFFERS RESIDENTS A CHANCE TO CONNECT WITH LOCAL ORGANIZATIONS AND SERVICES. ATTENDANCE GREW OVER THE YEAR, WITH 184 RESIDENTS IN FEBRUARY, 231 IN MAY, 388 IN AUGUST, AND 178 IN DECEMBER. OPEN HOUSE REMAINS A RESIDENT-LED INITIATIVE CO-ORGANIZED WITH THE BUNCHE MANOR HOA PRESIDENT AND SUPPORTED BY LIFT ORLANDO. BUILDING ON THIS SPIRIT OF COMMUNITY ENGAGEMENT, LIFT ALSO HOSTED ITS FIRST TRUNK-OR-TREAT, DRAWING 419 CHILDREN AND ADULTS, WITH 12 DECORATED TRUNKS, GAMES, AND FALL-THEMED ACTIVITIES. LAUNCHED IN 2024, THE LIFT TOGETHER COMMUNITY GRANT PROGRAM FUNDS SMALL, RESIDENT-LED PROJECTS IN THE WEST LAKES AND 32805 COMMUNITY. COORDINATED BY LIFT ORLANDO AND GUIDED BY A RESIDENT-LED SELECTION COMMITTEE, THE PROGRAM HAS RECEIVED 39 APPLICATIONS AND APPROVED 10, AWARDING A TOTAL OF $15,000. GRANTS RANGING FROM $500 TO $1,500 HAVE SUPPORTED PROJECTS LIKE A HOLIDAY LIGHTS CONTEST, BLOCK PARTY, YOUTH SPORTS UNIFORMS, STEM PROGRAMS, AND A COMMUNITY STORAGE SHED. ALSO INTRODUCED IN 2024, THE GREATS OF WEST LAKES HONORS THE NEIGHBORHOOD'S LEGACY BY SHOWCASING PORTRAITS OF INFLUENTIAL COMMUNITY MEMBERS. WITH SUPPORT FROM LIFT ORLANDO AND WEST LAKES PARTNERSHIP, HOA LEADERS NOMINATED CANDIDATES, AND FIVE HONOREES WERE SELECTED. THEY WERE CELEBRATED AT A JUNE 14 EVENT AT THE HEART OF WEST LAKES WELLNESS CENTER, WHERE THEIR PORTRAITS WERE UNVEILED AND ARE NOW DISPLAYED IN THE FIRST-FLOOR LOBBY. INTERVIEWS AND WRITE-UPS ARE AVAILABLE ONLINE. FURTHERMORE, TO ASSESS LOCAL IMPACT, LIFT CONDUCTED A DOOR-TO-DOOR COMMUNITY SURVEY USING THE FLOURISHING NEIGHBORHOODS INDEX, REACHING OVER 600 RESIDENTS (20% OF THE COMMUNITY), WITH 94% REPORTING SATISFACTION OR NEUTRALITY ABOUT NEIGHBORHOOD CHANGES. ADDITIONAL SURVEYS OF LAKE MANN HOMES AND LORNA DOONE APARTMENTS - CONDUCTED WITH UCF - ACHIEVED OVER 80% HOUSEHOLD PARTICIPATION ACROSS BOTH SITES. POLIS INSTITUTE SUPPORTED LIFT'S EVALUATION EFFORTS BY TRAINING LOCAL RESIDENTS TO CARRY OUT SURVEY WORK AND COLLECT FEEDBACK ON KEY ISSUES LIKE HEALTH, EDUCATION, AND ECONOMIC WELL-BEING.

    Expenses $825,821 · Grants $146,900

  • HEALTH & WELLNESS: LIFT ORLANDO WORKS TO PROVIDE A MIX OF HIGH-QUALITY FACILITIES, PROGRAMS, AND SERVICES THAT ENHANCE HEALTH, QUALITY OF LIFE, AND INCREASE OVERALL LIFE EXPECTANCY. LIFT IS THE SPONSOR OF THE HEART OF WEST LAKES WELLNESS CENTER, DEVELOPED AND OPERATED BY WEST LAKES HWC, INC. THE HEART IS A RESIDENT-FOCUSED CENTER, DESIGNED TO STRENGTHEN THE COMMUNITY BY PROVIDING CONVENIENT ACCESS TO HOLISTIC HEALTH, FINANCIAL, AND LIFESTYLE SERVICES UNDER ONE ROOF. THE TWO-STORY FACILITY IS A SPACE FOR RESIDENTS TO CONNECT, LEARN, AND THRIVE, AND FEATURES FIRST-CLASS AMENITIES PAIRED WITH DECOR THAT PAYS HOMAGE TO THE COMMUNITY'S RICH HISTORY. ADDITIONALLY, THE HEART OF WEST LAKES WELLNESS CENTER SERVED AS AN ACTIVE HUB OF COMMUNITY ACTIVITY AND PARTNERSHIP PROGRAMMING, HOLDING APPROXIMATELY 80 EVENTS THAT BROUGHT RESIDENTS TOGETHER AND PROMOTED ACCESS TO HEALTH SERVICES, INCLUDING THOSE FROM COMMUNITY HEALTH CENTER'S ONSITE CLINIC. THROUGH OUR PARTNERSHIP WITH FLORIDA BLUE, WE OFFERED WEEKLY FITNESS CLASSES, MENTAL HEALTH SESSIONS, A JUNETEENTH 3K WALK, AND MONTHLY MAMMOGRAM AND BLOOD DONATION OPPORTUNITIES THROUGH ONEBLOOD. FURTHERMORE, LIFT SUPPORTED COMMUNITY ENGAGEMENT EFFORTS SUCH AS THE WEST LAKES COMMUNITY CLEAN-UP, WHICH FACILITATED TWO CLEAN-UP EFFORTS IN 2024. IN 2024, LIFT RESUMED THE INTERIOR BUILD-OUT OF THE 1,900 SQ. FT. FINANCIAL WELLBEING CENTER, LOCATED ON THE FIRST FLOOR OF THE HEART OF WEST LAKES WELLNESS CENTER. THE TEAM COLLABORATED WITH PROJECT ARCHITECTS TO UPDATE THE DESIGN TO MEET CURRENT PROGRAMMING NEEDS, INCLUDING THE ADDITION OF A PODCAST STUDIO. CONSTRUCTION BEGAN IN OCTOBER 2024.

    Expenses $719,305 · Grants $318,397 · Revenue $77,452

  • ECONOMIC VIABILITY: LIFT ORLANDO'S GOAL IN ECONOMIC VIABILITY IS TO STIMULATE THE NEIGHBORHOOD ECONOMY THROUGH INVESTMENTS IN EMPLOYMENT AND ENTREPRENEURSHIP PROGRAMS THAT INCREASE INCOME LEVELS FOR FAMILIES. LIFT ORLANDO CONTINUED TO WORK ON PROVIDING ONE-ON-ONE FINANCIAL COACHING TO RESIDENTS AND FAMILIES, SMALL BUSINESS ENGAGEMENT, NETWORKING EVENTS AND MARKETING, BUSINESS DEVELOPMENT SERVICES, RESUME ASSISTANCE, AS WELL AS THE RESEARCH, DATA, AND PLANNING TO SUPPORT THIS WORK. LIFT'S SMALL BUSINESS INSTITUTE (SBI) ACCELERATOR PROGRAM, CHANNELED SMALL BUSINESSES INTO ITS FRAMEWORK, OFFERING ONE-ON-ONE BUSINESS DEVELOPMENT, STRATEGIC PLANNING, AND SUBGRANTS WHILE FOSTERING LONG-TERM MENTORSHIP AND CONNECTIONS. AFTER RECEIVING 51 APPLICATIONS AND INTERVIEWING 44 CANDIDATES, 21 PARTICIPANTS WERE SELECTED. OVER EIGHT WEEKS, SIX SUBJECT-MATTER EXPERTS LED SESSIONS ON BUSINESS DEVELOPMENT, CONCLUDING WITH A PITCH COMPETITION. ALL PARTICIPANTS COMPLETED FEEDBACK SURVEYS, GIVING THE PROGRAM AN AVERAGE RATING OF 4.89 OUT OF 5. SURVEY RESULTS SHOWED 100% WOULD RECOMMEND THE PROGRAM, 93% REPORTED INCREASED BUSINESS KNOWLEDGE, AND PARTICIPANTS VALUED THE NETWORKING, DYNAMIC SPEAKERS, AND COLLABORATIVE LEARNING ENVIRONMENT. ADDITIONALLY, LIFT ORLANDO'S LONG-TERM PARTNERSHIP WITH GOODWILL INDUSTRIES OF CENTRAL FLORIDA OFFERS ONE-ON-ONE INDIVIDUAL AND FAMILY FINANCIAL COACHING AND SUPPORT TO 32805 RESIDENTS. BY DECEMBER 2024, AMONG THE PROGRAM'S 56 MEMBERS, 36% COMPLETED A BUDGET, 41% INCREASED A MINIMUM OF ONE BENCHMARK GOODWILL INDUSTRIES' IMPACT MEASUREMENT PLATFORM, 71% OF UNBANKED PARTICIPANTS BECAME BANKED OR INCREASED USE OF FINANCIAL SERVICES PRODUCT, AND 29% INCREASED SAVINGS WITH AN AVERAGE AMOUNT OF SAVINGS INCREASED BY $4,961.

    Expenses $357,565 · Grants $85,400

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bob Miles

    BOARD MEMBER, TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Edward Moratin

    PRESIDENT

    Total calculated
    $206,063
    From this org
    $172,642
    From related orgs
    $0
    Other
    $33,421
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $172,642
    Bonus
    $0
    Other
    $0
    Deferred
    $7,200
    Nontaxable benefits
    $26,221
    Filer's total
    $206,063
  • Steve Hogan

    BOARD MEMBER, VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3
  • Thomas Sittema

    BOARD MEMBER, VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3
  • William Dymond

    BOARD MEMBER, SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • Bishop Allen Wiggins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Brian Adams

    BOARD MEMBER (AS OF 05/2024)

    Total calculated
    $0
    Hours/week
    1
  • Geoff Richards

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Harold Mills

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lisa Schultz

    BOARD MEMBER (THRU 05/2024)

    Total calculated
    $0
    Hours/week
    1
  • Mark Jones

    BOARD MEMBER (THRU 05/2024)

    Total calculated
    $0
    Hours/week
    1
  • Sandy Hostetter

    VP, ASSET DEVELOP/BOARD MEMBER (THRU 05/2024)

    Total calculated
    $269,822
    From this org
    $258,750
    From related orgs
    $0
    Other
    $11,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,000
    Bonus
    $33,750
    Other
    $0
    Deferred
    $9,525
    Nontaxable benefits
    $1,547
    Filer's total
    $269,822
  • Scott Boyd

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Christina Carrier

    CHIEF FINANCIAL OFFICER (AS OF 05/2024)

    Total calculated
    $138,766
    From this org
    $129,336
    From related orgs
    $0
    Other
    $9,430
    Hours/week
    40 + 3 related
  • Mark Shamley

    VP OF COMMUNITY IMPACT

    Total calculated
    $204,967
    From this org
    $195,526
    From related orgs
    $0
    Other
    $9,441
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $169,493
    Bonus
    $26,033
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,441
    Filer's total
    $204,967
  • Dionne Coleman

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $155,638
    From this org
    $127,041
    From related orgs
    $0
    Other
    $28,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,641
    Bonus
    $14,400
    Other
    $0
    Deferred
    $2,791
    Nontaxable benefits
    $25,806
    Filer's total
    $155,638
  • Kristin Falcon

    DIRECTOR OF FINANCE

    Total calculated
    $132,861
    From this org
    $112,439
    From related orgs
    $0
    Other
    $20,422
    Hours/week
    40 + 3 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WEST LAKES HWC INC

    501(c)(3) · SUPPORT ORGANIZATION · FL · controlled entity

    Directly controlled by LIFT ORLANDO INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LIFT ORLANDO COMMUNITY DEVELOPMENT LLC

    DEVELOPMENT · FL · income $0 · assets $3,525,460

    Directly controlled by LIFT ORLANDO INC

  • LIFT ORLANDO COMMUNITY LAND LLC

    HOLD PROPERTY · FL · income $34,773 · assets $4,471,128

    Directly controlled by LIFT ORLANDO INC

  • LIFT ORLANDO IMPACT INVESTMENT FUND MANAGER LLC

    MANAGEMENT · FL · income $0 · assets $0

    Directly controlled by LIFT ORLANDO INC

  • GUINYARD & GRAHAM LLC

    DEVELOPMENT · DE · income $0 · assets $0

    Directly controlled by LIFT ORLANDO INC

  • CATALYST 1955 LLC

    MANAGEMENT · FL · income $0 · assets $0

    Directly controlled by LIFT ORLANDO IMPACT INVESTMENT FUND LLC

  • HEALTH HOLDING I LLC

    MANAGEMENT · FL · income $0 · assets $0

    Directly controlled by LIFT ORLANDO IMPACT INVESTMENT FUND LLC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WEST LAKES PHASE I LP

    Excluded · PROPERTY MANAGEMENT · FL · 0.005% owned · share of income -$42 · share of assets $1,036,127 · general or managing partner

    Directly controlled by LIFT ORLANDO GP LLC

  • WEST LAKES PHASE II LP

    Excluded · PROPERTY DEVELOPMENT · FL · 0.02% owned · share of income -$3 · share of assets $494,596 · general or managing partner

    Directly controlled by LIFT ORLANDO INC

  • LIFT ORLANDO IMPACT INVESTMENT FUND LLC

    Excluded · PROPERTY MANAGEMENT · FL · 0% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by LIFT ORLANDO IMPACT INVESTMENT FUND MANAGER LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LIFT ORLANDO GP LLC

    C Corporation · MANAGEMENT · FL · 100% owned · share of income $0 · share of assets $506,446 · controlled entity

    Directly controlled by LIFT ORLANDO INC

  • LIFT ORLANDO PHASE II SLP LLC

    C Corporation · DEVELOPMENT · FL · 100% owned · share of income $51,398 · share of assets $85,313 · controlled entity

    Directly controlled by LIFT ORLANDO INC

Provenance

Return type
form_990
Tax year
2024
Filed
3 October 2025
IRS schema version
2024v5.1
Source object
202502769349300905

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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