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Nonprofiteer
← LIFT ORLANDO INC

Form 990 for tax year 2023

Filed by LIFT ORLANDO INC.

Totals

Total revenue
$5,542,980
Total expenses
$6,348,840
Contributions and grants received
$5,171,515
Grants paid
$2,344,150
Program service revenue
$116,388
Investment income
$233,154
Other revenue
$21,923
Total assets, end of year
$20,503,897
Total liabilities, end of year
$3,251,277
Net assets or fund balances, end of year
$17,252,620
Program services expenses (Part IX)
$5,118,881
Management and general expenses
$709,587
Fundraising expenses
$520,372
Program service expenses (Part III)
$5,118,881

Program services were 80.6% 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

    $22,076

  • 1f · All other contributions, gifts and grants

    $5,149,439

  • 2a · Program service revenue: DEVELOPMENT FEE REVENUE

    total $56,848 · related or exempt $56,848

  • 2b · Program service revenue: FACILITY USE FEES

    total $32,268 · related or exempt $32,268

  • 2c · Program service revenue: LEASE REVENUE

    total $27,272 · related or exempt $27,272

  • 3 · Investment income

    total $233,154 · excluded $233,154

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

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

    $22,076

  • 8b · Fundraising events: direct expenses

    $12,077

  • 8c · Net income from fundraising events

    total -$12,077 · excluded -$12,077

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: ADMIN/MGMT FEE

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

  • 11e · Other revenue, total

    $34,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,271,695 · program services $2,271,695

  • 2 · Grants to domestic individuals

    total $72,455 · program services $72,455

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $586,961 · program services $428,837 · management and general $47,468 · fundraising $110,656

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,672,930 · program services $1,051,903 · management and general $393,267 · fundraising $227,760

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $180,071 · program services $141,957 · management and general $14,050 · fundraising $24,064

  • 10 · Payroll taxes

    total $147,958 · program services $95,029 · management and general $30,920 · fundraising $22,009

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $64,499 · program services $46,995 · management and general $17,504

  • 11c · Fees: accounting

    total $52,250 · management and general $52,250

  • 11d · Fees: lobbying

    total $26,802 · program services $26,802

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $535,626 · program services $393,020 · management and general $68,555 · fundraising $74,051

  • 12 · Advertising and promotion

    total $48,011 · program services $43,964 · management and general $995 · fundraising $3,052

  • 13 · Office expenses

    total $37,788 · program services $19,851 · management and general $15,374 · fundraising $2,563

  • 14 · Information technology

    total $52,171 · program services $24,138 · management and general $5,329 · fundraising $22,704

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $56,778 · program services $33,018 · management and general $18,568 · fundraising $5,192

  • 17 · Travel

    total $18,870 · program services $15,084 · management and general $119 · fundraising $3,667

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $308,308 · program services $285,017 · management and general $4,945 · fundraising $18,346

  • 20 · Interest

    total $2,022 · program services $2,022

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $7,223 · program services $3,815 · management and general $2,470 · fundraising $938

  • 23 · Insurance

    total $47,628 · program services $35,083 · management and general $12,545

  • 24a · Other expenses: BOARD & STAFF TRAINING/DEVELOP

    total $59,996 · program services $46,331 · management and general $11,822 · fundraising $1,843

  • 24b · Other expenses: OTHER PROGRAM COSTS

    total $55,208 · program services $55,208

  • 24c · Other expenses: MEMBERSHIPS & SUBSCRIPTIONS

    total $28,804 · program services $26,066 · management and general $2,738

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $10,000 · management and general $10,000

  • 24e · All other expenses

    total $4,786 · program services $591 · management and general $668 · fundraising $3,527

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,864,287 · end of year $4,397,572

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $1,065,375 · end of year $599,325

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $25,000 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $10,718,991 · end of year $10,560,824

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,311 · end of year $74,442

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

    $4,217,165

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

    $6,623

  • 10c · Land, buildings and equipment, net

    beginning of year $4,293,765 · end of year $4,210,542

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $661,192

  • 17 · Accounts payable and accrued expenses

    beginning of year $245,556 · end of year $90,115

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,318,182 · end of year $1,290,909

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,387,799 · end of year $1,250,000

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $620,253

  • 27 · Net assets without donor restrictions

    beginning of year $15,998,322 · end of year $16,211,252

  • 28 · Net assets with donor restrictions

    beginning of year $2,059,870 · end of year $1,041,368

Mission and programs · 2023

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 (CONT ON SCH O)

  • 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 the community schools, community members and best in class not-for-profits, while measuring and evaluating progress towards our shared goals. To further this mission, Lift began developing a scholarship program in 2023, EmpowerEd Scholars. The program addresses identified barriers that create a lack of access to academic support resources, which can lead to students being underprepared for post-secondary education. The program includes a Scholarship Advisory Committee that recruits students/families into the program, selects recipients, advises on program components, and more. In 2023, 8 West Lakes' students were awarded scholarship funding. 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 2023, the ELC provided 150 comprehensive speech opportunities including speech and language, ABA therapy, occupational therapy and more; 406 patients were seen in the ELC's onsite pediatric clinic serviced by Lift partner and Heart healthcare provider Community Health Centers (CHC). Lift's Education team executed its second year of an early learning program which supports early education providers in West Lakes 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 in the 32805 ZIP Code. These funds have been allocated to make infrastructure updates, enhance curriculum and teaching resources. Our partnership with early learning providers has impacted approximately 927 students within the 32805 ZIP Code. Lift Orlando resumed its partnership with Legends Academy, a local STEM-focused charter school serving grades K-8, to enhance literacy and education. This collaboration has provided 11 teachers with 30-40 hours of Orton-Gillingham training, impacting 179 students. The summer reading initiative and the Accelerated Reading Program greatly enhanced literacy skills, resulting in a 91.7% increase in reading scores and promoting sustained reading engagement through tailored book selections and assessments. Lift Orlando's Resource Teacher supported 38 students and 20 teachers, and 303 parents engaged in literacy training. Efforts also include purchased books & storage bins, providing supplies and aiding teacher recruitment, with additional community events drawing over 500 participants. Lift continued to work with The Jacqueline Bradley & Clarence Otis Family Branch Boys & Girls Club. Lift provided funds to purchase 75 musical instruments and accessories for use in music lessons, practice, and performances at the West Lakes' club. Sixty children (59% of club membership) participated in the 10-week summer music program and 83% continued lessons during the school year in the Club's after-school program. In 2023, 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, Memorial Middle School, Rock Lake Elementary, Legends Academy, Orange Center Elementary School, and the West Lakes Early Learning Center.

    Expenses $1,635,207 · Grants $1,068,987

  • 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. In our work to promote and provide healthy-living programs to the community, we held community work-out sessions with a local fitness trainer on the Heart of West Lakes Wellness Center's lawn. Additionally, Lift Orlando engaged in relationship building with key health and wellness partners, Florida Blue and Community Health Centers, in an effort to bridge the gap between these vital healthcare service providers and West Lakes residents. Lift Orlando and Florida Blue co-hosted two Health Equity Laboratory Experiences, conducting focus groups with 47 residents to explore their healthcare and insurance experiences. Participants highlighted that racial factors and lack of trust in providers led to delays in seeking care, with a strong emphasis on the need for personalized care and higher-quality services. The sessions also provided information on the Heart of West Lakes Wellness Center, allowing residents to voice their preferences and expectations for future healthcare services. Furthermore, Lift supported community engagement efforts such as the West Lakes Community Clean-Up, which facilitated a clean-up effort involving four communities and provided funding for a Lake Lorna Doone Park movie night.

    Expenses $1,107,376 · Grants $624,205 · Revenue $113,116

  • 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 and 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 22,272 individuals opened and viewed e-newsletters and 6,600 physical newsletters delivered to residents in 2023. Lift Orlando launched the Dinner Club in Fall 2023, offering free Monday evening dinners at the Heart of West Lakes Wellness Center. This initiative aimed to address food insecurity and reconnect our team with West Lakes residents through a valuable and needed service. Over the course of the program's highly successful 9-week run, 2,849 meals were served and baseline data for approximately 300 (approximately 17%) West Lakes households was acquired. Also, Lift Orlando relaunched community meetings in Q3 and Q4 2023. These town hall-style meetings invite residents to hear updates on what is occurring in their community, engage with our team and partners, provide feedback, enjoy dinner provided by Lift Orlando, and participate in focus groups. In order to monitor and evaluate how Lift and its partners are impacting the community, Lift engages Polis Institute to track and monitor impacts as well as execute a door-to-door survey to collect feedback from West Lakes residents on how they feel about the changes in their community and gather information on specific topics such as health, economic viability, education, etc. Polis recruited, trained, and managed the community surveyors, who were hired from the community. In 2023, Think Twice Consulting guided Lift Orlando through a knowledge management (KM) initiative aimed at improving efficiency, consistency, and leveraging knowledge as an organizational asset. This project allowed our team to align grant templates and data requests with new KM principles, document current data practices, identify gaps, and develop a data strategy. We also piloted data agreement frameworks with a program partner. Additionally, to enhance document management, we created and launched a new cloud storage system, the "Lift Hub," trained staff on its use, and established governance for its content.

    Expenses $1,100,323 · Grants $41,740

  • ECONOMIC VIABILITY

    Expenses $455,950 · Grants $161,250

  • HOUSING

    Expenses $431,057 · Grants $59,000 · Revenue $37,272

  • LEASEHOLD IMPROVEMENTS TO AFFILIATES

    Expenses $388,968 · Grants $388,968

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • EDWARD MORATIN

    PRESIDENT

    Total calculated
    $263,713
    From this org
    $231,430
    From related orgs
    $0
    Other
    $32,283
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $176,430
    Bonus
    $55,000
    Other
    $0
    Deferred
    $9,515
    Nontaxable benefits
    $22,768
    Filer's total
    $263,713

  • SANDY HOSTETTER

    VP, ASSET DEVELOP/BOARD MEMBER

    Total calculated
    $260,248
    From this org
    $258,750
    From related orgs
    $0
    Other
    $1,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,000
    Bonus
    $33,750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,498
    Filer's total
    $260,248

  • MARK SHAMLEY

    VP OF COMMUNITY IMPACT

    Total calculated
    $198,206
    From this org
    $190,372
    From related orgs
    $0
    Other
    $7,834
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $165,097
    Bonus
    $25,275
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,834
    Filer's total
    $198,206

  • ADRIENNE EVANS

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $188,882
    From this org
    $169,320
    From related orgs
    $0
    Other
    $19,562
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $146,700
    Bonus
    $22,620
    Other
    $0
    Deferred
    $5,568
    Nontaxable benefits
    $13,994
    Filer's total
    $188,882

  • KEEYON UPKINS

    DIRECTOR OF ECONOMIC VIABILITY

    Total calculated
    $142,974
    From this org
    $115,701
    From related orgs
    $0
    Other
    $27,273
    Hours/week
    40 + 5 related

  • TERRY PRATHER

    COO (THRU 12/23)

    Total calculated
    $63,000
    From this org
    $63,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    25 + 15 related

  • THOMAS SITTEMA

    BOARD MEMBER, VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM DYMOND

    BOARD MEMBER, SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • STEVE HOGAN

    BOARD MEMBER, VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • BOB MILES

    BOARD MEMBER, TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • SCOTT BOYD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HAROLD MILLS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GEOFF RICHARDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA SCHULTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BISHOP ALLEN WIGGINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

    12A · SUPPORT ORG · FL · controlled entity

    Directly controlled by LIFT ORLANDO

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.

Related partnerships

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

  • WEST LAKES PHASE I LP

    EXCLUDED · PROPERTY MGMT · FL · 0.005% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by LOGP

  • WEST LAKES PHASE II LP

    EXCLUDED · PROPERTY DEVE · FL · 0.71% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by LOSLP

Related corporations and trusts

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

  • LIFT ORLANDO GP LLC

    C CORP · MANAGEMENT · FL · 100% owned · share of income $0 · share of assets $506,832 · controlled entity

    Directly controlled by LIFT ORLANDO

  • LIFT ORLANDO PHASE II SLP LLC

    C CORP · DEVELOPMENT · FL · 100% owned · share of income $59,690 · share of assets $159,925 · controlled entity

    Directly controlled by LIFT ORLANDO

Provenance

Return type
form_990
Tax year
2023
Filed
21 October 2024
IRS schema version
2023v5.1
Source object
202402989349301655

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