LIFT ORLANDO INC (EIN 463607865) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Phone

4074805053

Tax Period

2024-01-01 to 2024-12-31

LIFT ORLANDO INC, founded in 2013, is a community nonprofit in the Community Improvement sector that reported $5.7M in total revenue in fiscal year 2024. Net assets of $17.0M represent 36 months of operating reserves.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,404,147

Program Service Revenue $80,319

Investment Income $261,043

Other Revenue $-26,295

TOTAL REVENUE $5,719,214

Expense Breakdown

Grants Paid $1,646,753

Salaries & Benefits $2,677,631

Fundraising Expenses $598,522

Program Expenses $4,745,818

Other Expenses $1,602,799

TOTAL EXPENSES $5,927,183

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,719,214	$5,542,980	+0.0%
Expenses	$5,927,183	$6,348,840	-0.1%
Net Income	$-207,969	$-805,860	-0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$344,829

Total Directors

$475,885

Key Employees

$204,967

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB MILES	BOARD MEMBER, TREASURER	2.0	Officer Director	$0	$0	$0
EDWARD MORATIN	PRESIDENT	40.0	Officer Director	$172,642	$33,421	$206,063
STEVE HOGAN	BOARD MEMBER, VICE PRESIDENT	3.0	Officer Director	$0	$0	$0
THOMAS SITTEMA	BOARD MEMBER, VICE PRESIDENT	3.0	Officer Director	$0	$0	$0
WILLIAM DYMOND	BOARD MEMBER, SECRETARY	3.0	Officer Director	$0	$0	$0
BISHOP ALLEN WIGGINS	BOARD MEMBER	1.0	Director	$0	$0	$0
BRIAN ADAMS	BOARD MEMBER (AS OF 05/2024)	1.0	Director	$0	$0	$0
GEOFF RICHARDS	BOARD MEMBER	1.0	Director	$0	$0	$0
HAROLD MILLS	BOARD MEMBER	1.0	Director	$0	$0	$0
LISA SCHULTZ	BOARD MEMBER (THRU 05/2024)	1.0	Director	$0	$0	$0
MARK JONES	BOARD MEMBER (THRU 05/2024)	1.0	Director	$0	$0	$0
SANDY HOSTETTER	VP, ASSET DEVELOP/BOARD MEMBER (THRU 05/2024)	40.0	Director	$258,750	$11,072	$269,822
SCOTT BOYD	BOARD MEMBER	1.0	Director	$0	$0	$0
CHRISTINA CARRIER	CHIEF FINANCIAL OFFICER (AS OF 05/2024)	40.0	Officer	$129,336	$9,430	$138,766
MARK SHAMLEY	VP OF COMMUNITY IMPACT	40.0	Key Emp	$195,526	$9,441	$204,967
DIONNE COLEMAN	DIRECTOR OF DEVELOPMENT	40.0	Highest	$127,041	$28,597	$155,638
KRISTIN FALCON	DIRECTOR OF FINANCE	40.0	Highest	$112,439	$20,422	$132,861

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$5,719,214	$5,927,183	$19,524,789	$-207,969
2023	$5,542,980	$6,348,840	$20,503,897	$-805,860
2022	$7,841,342	$3,803,357	$21,009,729	$4,037,985
2021	$3,816,537	$1,925,849	$17,621,676	$1,890,688
2020	$2,975,682	$1,898,843	$15,458,974	$1,076,839
2019	$7,675,951	$2,317,494	$14,830,884	$5,358,457
2018	$6,239,181	$2,095,801	$10,361,405	$4,143,380

LIFT ORLANDO INC