LIFT TO RISE (EIN 825258187) - 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

2018

Legal Domicile

Principal Officer

HEATHER VAIKONA

Phone

7606360420

Tax Period

2024-07-01 to 2025-06-30

LIFT TO RISE, founded in 2018, is a community nonprofit in the Human Services sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $3.4M exceeded revenue, resulting in a 45% operating deficit.

Mission

LIFT TO RISE IS THE BACKBONE OF A COALITION OF MORE THAN 70 PARTNERS CARRYING OUT A BOLD PLAN TO INCREASE HOUSING AFFORDABILITY IN THE COACHELLA VALLEY. WE BRING TOGETHER LOCAL GOVERNMENTS, AFFORDABLE HOUSING DEVELOPERS, COMMUNITY GROUPS, AND RESIDENT LEADERS TO SOLVE THE CHALLENGES THAT SLOW AFFORDABLE HOUSING PRODUCTION SO THE COACHELLA VALLEY CAN BE A PLACE WHERE EVERYONE THRIVES.

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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 $1,484,956

Program Service Revenue $396,904

Investment Income $457,830

Other Revenue $0

TOTAL REVENUE $2,339,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,535,359

Fundraising Expenses $62,799

Program Expenses $2,550,289

Other Expenses $1,861,268

TOTAL EXPENSES $3,396,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,339,690	$7,597,503	-0.7%
Expenses	$3,396,627	$4,160,036	-0.2%
Net Income	$-1,056,937	$3,437,467	-1.3%

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

$416,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT HORTON	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
MARIELA MAGANA CEBALLOS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
NADIA VILLAGRAN	IMMEDIATE PAST CHAIR	5.00	Director	$0	$0	$0
BEATRIZ GONZALEZ INIGUEZ	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRIS KENNEN	TREASURER	5.00	Officer Director	$0	$0	$0
JAIME ALONSO	BOARD MEMBER	5.00	Director	$0	$0	$0
HEATHER VAIKONA	CEO	40.00	Officer	$391,967	$25,031	$416,998

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
2025	$2,339,690	$3,396,627	$22,371,223	$-1,056,937
2024	No data	No data	No data	No data
2023	$34,532,631	$17,902,377	$18,507,666	$16,630,254
2022	$56,799,508	$56,749,705	$10,036,798	$49,803
2021	$22,074,491	$21,617,024	$7,966,445	$457,467
2020	$1,590,311	$1,978,787	$4,278,089	$-388,476
2019	$2,220,749	$1,420,612	$995,533	$800,137

LIFT TO RISE