SAN ANTONIO, TX
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)LIFTFUND INC, founded in 1994, is a mid-sized nonprofit in the Community Improvement sector that reported $30.1M in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $27.7M left a modest 8% surplus.
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...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $30,110,957 | $22,062,214 | +0.4% |
| Expenses | $27,680,199 | $27,088,671 | +0.0% |
| Net Income | $2,430,758 | $-5,026,457 | -1.5% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| AMY HEREFORD | President & CEO | 50.00 |
Officer
|
$276,321 | $0 | $276,321 |
| CHRISTOPHER S ALLEN | SVP SBA 504 | 50.00 |
|
$246,576 | $0 | $246,576 |
| ADAM HENSON | COO & CFO | 50.00 |
Officer
|
$231,222 | $0 | $231,222 |
| JORGE SERRANO | VP SBA 504 | 50.00 |
|
$214,209 | $0 | $214,209 |
| ADRIAN GONZALEZ | CHIEF CDC. OFCR | 50.00 |
|
$205,965 | $0 | $205,965 |
| DUANGKAMOL THEPUATRAKUL | CHIEF TECH OFCR | 50.00 |
|
$186,413 | $0 | $186,413 |
| AMANDA THOMSON LEE | SVP SBA 504 | 50.00 |
|
$166,892 | $0 | $166,892 |
| YOLANDA DAVILA | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| CHRISTOPHER RIOS | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| RHONDA MCGOWAN | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOHN CHAMBERLAIN | Secretary | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES DREIBELBIS | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| VIKRAM S BAJAJ | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| RAMIRO CAVAZOS | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| STEVEN LACKOWSKI | Treasurer | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| WILLIAM MOLL | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| BRANDI CARBERRY-VITIER | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| RICHARD PEREZ | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| ROLANDO G BARRERA | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| TREY SADIQ | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $30,110,957 | $27,680,199 | $116,870,475 | $2,430,758 |
| 2024 | $22,062,214 | $27,088,671 | $102,981,540 | $-5,026,457 |
| 2023 | $40,563,122 | $40,111,518 | $98,180,991 | $451,604 |
| 2022 | $51,818,585 | $51,220,030 | $84,840,423 | $598,555 |
| 2021 | $59,155,631 | $53,526,230 | $95,784,141 | $5,629,401 |
| 2020 | $103,246,792 | $86,382,402 | $114,228,801 | $16,864,390 |
| 2019 | $18,175,307 | $17,729,952 | $70,787,869 | $445,355 |
| 2018 | $18,709,028 | $18,421,811 | $72,128,804 | $287,217 |
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