- Revenue 2025
- $30,110,957
- Expenses 2025
- $27,680,199
Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- S43
- Classification
- 1000
- Street
- 2007 W MARTIN ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2025
Mission
LIFTFUNDS MISSION IS TO TRANSFORM LIVES BY OFFERING FINANCIAL RESOURCES AND SUPPORT SERVICES DESIGNED TO PROMOTE ECONOMIC EMPOWERMENT AND UPLIFT ENTREPRENEURS, SMALL BUSINESSES, THEIR NEIGHBORS AND SURROUNDING COMMUNITIES.
-
LIFTFUND PROVIDES CREDIT AND OTHER SERVICES TO SMALL BUSINESSES THAT DO NOT HAVEACCESS TO LOANS FROM COMMERCIAL SOURCES. UNDER DIRECT LENDING OPERATIONS, LIFTFUNDPROVIDED 766 MICRO AND SMALL BUSINESS LOANS, AND UNDER THE SBA 504 PROGRAM, 43 NEWLOANS WERE CLOSED IN THE FISCAL YEAR ENDED 12/31/2025. WITH MORE THAN $69.9 MILLION IN LOANS OUTSTANDING AS OF DECEMBER 31, 2025, LIFTFUND IS REGARDED AS ONE OF THE LARGEST AND BEST PERFORMING MICROFINANCE INSTITUTIONS IN THE UNITED STATES. LIFTFUNDCOMPLEMENTED ITS CAPITAL WITH 4,327 HOURS OF TECHNICAL ASSISTANCE PROVIDED TO 2,265ENTREPRENEURS. THROUGH ITS LOANS AND SERVICES, LIFTFUND HAS HELPED CREATE OR RETAINTHOUSANDS OF JOBS IN LOW TO MODERATE INCOME AREAS, CONTRIBUTING TO THE ECONOMICREVITALIZATION OF UNDERSERVED COMMUNITIES.
Expenses $19,502,779 · Revenue $12,206,135
-
DURING THE YEAR ENDED DECEMBER 31, 2025, LIFTFUND WORKED WITH SEVERAL CITIES,COUNTIES, MUNICIPALITIES AND FOUNDATIONS TO HELP DISTRIBUTE GRANTS AS A SUBRECIPIENTTO SMALL BUSINESSES THROUGHOUT THE YEAR. LIFTFUND AWARDED 655 GRANTS TO VARIOUS SMALL BUSINESSES THROUGHOUT THE COMMUNITIES WE SERVE AMOUNTING TO OVER $6.4 MILLION IN BUSINESS SUPPORT FUNDING.
Expenses $6,367,596 · Grants $6,367,596 · Revenue $6,367,596
As filed on the 2025 return.
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Amy HerefordAMY HEREFORD
President & CEO
- Total calculated
- $276,321
- From this org
- $276,321
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $275,000
- Bonus
- $1,321
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $276,321
-
Christopher S AllenCHRISTOPHER S ALLEN
SVP SBA 504
- Total calculated
- $246,576
- From this org
- $246,576
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $97,227
- Bonus
- $10,882
- Other
- $138,467
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $246,576
-
Adam HensonADAM HENSON
COO & CFO
- Total calculated
- $231,222
- From this org
- $231,222
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $209,000
- Bonus
- $22,222
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $231,222
-
Jorge SerranoJORGE SERRANO
VP SBA 504
- Total calculated
- $214,209
- From this org
- $214,209
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $104,563
- Bonus
- $1,322
- Other
- $108,324
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $214,209
-
Adrian GonzalezADRIAN GONZALEZ
CHIEF CDC. OFCR
- Total calculated
- $205,965
- From this org
- $205,965
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $178,069
- Bonus
- $27,896
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $205,965
-
Duangkamol ThepuatrakulDUANGKAMOL THEPUATRAKUL
CHIEF TECH OFCR
- Total calculated
- $186,413
- From this org
- $186,413
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $185,000
- Bonus
- $1,413
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $186,413
-
Amanda Thomson LeeAMANDA THOMSON LEE
SVP SBA 504
- Total calculated
- $166,892
- From this org
- $166,892
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $166,892
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $166,892
-
Yolanda DavilaYOLANDA DAVILA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christopher RiosCHRISTOPHER RIOS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda McGowanRHONDA MCGOWAN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John ChamberlainJOHN CHAMBERLAIN
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
James DreibelbisJAMES DREIBELBIS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Vikram S BajajVIKRAM S BAJAJ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ramiro CavazosRAMIRO CAVAZOS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steven LackowskiSTEVEN LACKOWSKI
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
William MollWILLIAM MOLL
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brandi Carberry-VitierBRANDI CARBERRY-VITIER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Richard PerezRICHARD PEREZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rolando G BarreraROLANDO G BARRERA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Trey SadiqTREY SADIQ
Director
- 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. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $30,110,957
- Expenses
- $27,680,199
- Contributions
- $16,292,889
- Grants paid
- $6,367,596
-
2023
- Revenue
- $40,563,122
- Expenses
- $40,111,518
- Contributions
- $29,182,853
- Grants paid
- $17,311,324
-
2022
- Revenue
- $51,818,585
- Expenses
- $51,220,030
- Contributions
- $41,927,902
- Grants paid
- $29,439,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $59,155,631
- Expenses
- $53,526,230
- Assets (EOY)
- $95,784,141
-
2020 · 990
- Revenue
- $103,246,792
- Expenses
- $86,382,402
- Assets (EOY)
- $114,228,801
-
2019 · 990
- Revenue
- $18,175,307
- Expenses
- $17,729,952
- Assets (EOY)
- $70,787,869
-
2018 · 990
- Revenue
- $18,709,028
- Expenses
- $18,421,811
- Assets (EOY)
- $72,128,804
-
2017 · 990
- Revenue
- $15,991,534
- Expenses
- $16,726,193
- Assets (EOY)
- $64,928,159
-
2016 · 990
- Revenue
- $18,214,955
- Expenses
- $16,604,764
- Assets (EOY)
- $63,332,024
-
2015 · 990
- Revenue
- $15,735,311
- Expenses
- $15,714,052
- Assets (EOY)
- $59,183,031
-
2014 · 990
- Revenue
- $14,656,889
- Expenses
- $14,435,950
- Assets (EOY)
- $56,616,575
-
2013 · 990
- Revenue
- $12,577,454
- Expenses
- $12,113,403
- Assets (EOY)
- $53,691,492
-
2012 · 990
- Revenue
- not reported
- Expenses
- $11,081,784
- Assets (EOY)
- $38,959,059
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2025 FLOOD RECOVERY GENERAL SUPPORT
-
CHARITIES AID FOUNDATION AMERICA
$830,000
2022 CHARITABLE DONATION
-
$740,000
2023 GENERAL SUPPORT
-
$545,500
2024 GENERAL SUPPORT
-
$541,000
2022 GENERAL SUPPORT
-
$389,933
2022 GENERAL SUPPORT
-
2024 GENERAL SUPPORT
-
$250,000
2022 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG
-
CHARITIES AID FOUNDATION AMERICA
$250,000
2023 CHARITABLE DONATION
-
$200,000
2024 OPERATING GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2025 return
-
controlled entity
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2025 return
-
SMALL BUSINESS MICROLOAN · TX
Related partnerships on its 2025 return
-
LIFTFUND FUNDING III LLC
RELATED · LENDING CAPITAL · TX · share of income $7,500 · general or managing partner
-
LIFTFUND FUNDING IV LLC
RELATED · LENDING CAPITAL · TX · share of income $2,512 · general or managing partner
-
LIFTFUND FUNDING V LLC
RELATED · LENDING CAPITAL · TX · share of income $6,825 · general or managing partner
-
LIFTFUND FUNDING VI LLC
RELATED · LENDING CAPITAL · TX · share of income $4,500 · general or managing partner
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 11 November 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.