LIFT ORLANDO INC

EIN: 463607865 501(c)(3) Community Improvement

ORLANDO, FL

Total Revenue
$5,719,214
Total Expenses
$5,927,183
Total Assets
$19,524,789
Net Assets
$17,044,651
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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
FL
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 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.

Program Service Accomplishments

Program 1
Expenses: $1,946,944

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...

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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.

Program 2
Expenses: $896,183 Revenue: $37,273

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...

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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.

Program 3
Expenses: $825,821

COMMUNITY QUARTERBACK: AS THE COMMUNITY QUARTERBACK IN WEST LAKES' COLLECTIVE IMPACT INITIATIVE, LIFT ORLANDO HELPS TO FACILITATE AND COORDINATE OPEN COLLABORATION BETWEEN RESIDENTS, NONPROFIT...

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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.

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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%)

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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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Governance

Voting Members
10
Independent Members
9
Employees
29
Volunteers
41

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
6
$344,829
Total Directors
13
$475,885
Key Employees
1
$204,967
Highest Compensated
2
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
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