2024-10-24T12:36:35-05:00 2023-12-31 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2023-01-01 463607865 LIFT Orlando Inc % EDWARD MORATIN LIFT 4074805053 710 South Tampa Avenue Suite 209 Orlando FL 32805 EDWARD MORATIN PRESIDENT 4076183697 2024-10-21 true true Jacob Cook P01240455 6167747000 2024-10-21 2023 2024-10-15 13:58:12Z EDWARD MORATIN 710 South Tampa Avenue209 Orlando FL 32805 5555057 false X www.liftorlando.org X 2013 FL LIFT ORLANDO, INC. (LIFT ORLANDO) IS A NON-PROFIT ORGANIZATION WORKING WITH RESIDENTS, BUSINESS LEADERS AND COMMUNITY PARTNERS TO STRENGTHEN NEIGHBORHOODS SO (CONT ON SCH O) 12 10 25 36 0 0 7374984 5171515 306941 116388 131732 233154 27685 21923 7841342 5542980 1364066 2344150 0 0 1562438 2587920 0 0 520372 876853 1416770 3803357 6348840 4037985 -805860 21009729 20503897 2951537 3251277 18058192 17252620 X 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. false false 1635207 1068987 0 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 the community schools, community members and best in class not-for-profits, while measuring and evaluating progress towards our shared goals. To further this mission, Lift began developing a scholarship program in 2023, EmpowerEd Scholars. The program addresses identified barriers that create a lack of access to academic support resources, which can lead to students being underprepared for post-secondary education. The program includes a Scholarship Advisory Committee that recruits students/families into the program, selects recipients, advises on program components, and more. In 2023, 8 West Lakes' students were awarded scholarship funding. 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 2023, the ELC provided 150 comprehensive speech opportunities including speech and language, ABA therapy, occupational therapy and more; 406 patients were seen in the ELC's onsite pediatric clinic serviced by Lift partner and Heart healthcare provider Community Health Centers (CHC). Lift's Education team executed its second year of an early learning program which supports early education providers in West Lakes 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 in the 32805 ZIP Code. These funds have been allocated to make infrastructure updates, enhance curriculum and teaching resources. Our partnership with early learning providers has impacted approximately 927 students within the 32805 ZIP Code. Lift Orlando resumed its partnership with Legends Academy, a local STEM-focused charter school serving grades K-8, to enhance literacy and education. This collaboration has provided 11 teachers with 30-40 hours of Orton-Gillingham training, impacting 179 students. The summer reading initiative and the Accelerated Reading Program greatly enhanced literacy skills, resulting in a 91.7% increase in reading scores and promoting sustained reading engagement through tailored book selections and assessments. Lift Orlando's Resource Teacher supported 38 students and 20 teachers, and 303 parents engaged in literacy training. Efforts also include purchased books & storage bins, providing supplies and aiding teacher recruitment, with additional community events drawing over 500 participants. Lift continued to work with The Jacqueline Bradley & Clarence Otis Family Branch Boys & Girls Club. Lift provided funds to purchase 75 musical instruments and accessories for use in music lessons, practice, and performances at the West Lakes' club. Sixty children (59% of club membership) participated in the 10-week summer music program and 83% continued lessons during the school year in the Club's after-school program. In 2023, 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, Memorial Middle School, Rock Lake Elementary, Legends Academy, Orange Center Elementary School, and the West Lakes Early Learning Center. 1107376 624205 113116 HEALTH & WELLNESS: Lift Orlando works to provide a mix of high-quality facilities, programs, and services that enhance health, quality of life, and increase overall life expectancy. Lift is the sponsor of The Heart of West Lakes Wellness Center, developed and operated by West Lakes HWC, Inc. The Heart is a resident-focused center, designed to strengthen the community by providing convenient access to holistic health, financial, and lifestyle services under one roof. The two-story facility is a space for residents to connect, learn, and thrive, and features first-class amenities paired with decor that pays homage to the community's rich history. In our work to promote and provide healthy-living programs to the community, we held community work-out sessions with a local fitness trainer on the Heart of West Lakes Wellness Center's lawn. Additionally, Lift Orlando engaged in relationship building with key health and wellness partners, Florida Blue and Community Health Centers, in an effort to bridge the gap between these vital healthcare service providers and West Lakes residents. Lift Orlando and Florida Blue co-hosted two Health Equity Laboratory Experiences, conducting focus groups with 47 residents to explore their healthcare and insurance experiences. Participants highlighted that racial factors and lack of trust in providers led to delays in seeking care, with a strong emphasis on the need for personalized care and higher-quality services. The sessions also provided information on the Heart of West Lakes Wellness Center, allowing residents to voice their preferences and expectations for future healthcare services. Furthermore, Lift supported community engagement efforts such as the West Lakes Community Clean-Up, which facilitated a clean-up effort involving four communities and provided funding for a Lake Lorna Doone Park movie night. 1100323 41740 0 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 and 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 22,272 individuals opened and viewed e-newsletters and 6,600 physical newsletters delivered to residents in 2023. Lift Orlando launched the Dinner Club in Fall 2023, offering free Monday evening dinners at the Heart of West Lakes Wellness Center. This initiative aimed to address food insecurity and reconnect our team with West Lakes residents through a valuable and needed service. Over the course of the program's highly successful 9-week run, 2,849 meals were served and baseline data for approximately 300 (approximately 17%) West Lakes households was acquired. Also, Lift Orlando relaunched community meetings in Q3 and Q4 2023. These town hall-style meetings invite residents to hear updates on what is occurring in their community, engage with our team and partners, provide feedback, enjoy dinner provided by Lift Orlando, and participate in focus groups. In order to monitor and evaluate how Lift and its partners are impacting the community, Lift engages Polis Institute to track and monitor impacts as well as execute a door-to-door survey to collect feedback from West Lakes residents on how they feel about the changes in their community and gather information on specific topics such as health, economic viability, education, etc. Polis recruited, trained, and managed the community surveyors, who were hired from the community. In 2023, Think Twice Consulting guided Lift Orlando through a knowledge management (KM) initiative aimed at improving efficiency, consistency, and leveraging knowledge as an organizational asset. This project allowed our team to align grant templates and data requests with new KM principles, document current data practices, identify gaps, and develop a data strategy. We also piloted data agreement frameworks with a program partner. Additionally, to enhance document management, we created and launched a new cloud storage system, the "Lift Hub," trained staff on its use, and established governance for its content. 455950 161250 0 ECONOMIC VIABILITY 431057 59000 37272 HOUSING 388968 388968 0 LEASEHOLD IMPROVEMENTS TO AFFILIATES 1275975 609218 37272 5118881 true true false true false false false false false false true false false false true true false true false false false false false false true false false true true true false false false true false false false false false false false false true true true true false false true 42 0 true 25 true false false false false false false false false false false false false X 12 10 false false false false false false false true true false false true true true true false false true false true false FL X X EDWARD MORATIN 4076183697 710 SOUTH TAMPA AVENUE STE 209 ORLANDO FL 32805 X EDWARD MORATIN PRESIDENT 40.0 1.0 X X 231430 0 32283 SANDY HOSTETTER VP, ASSET DEVELOP/BOARD MEMBER 40.0 0.0 X 258750 0 1498 MARK SHAMLEY VP OF COMMUNITY IMPACT 40.0 5.0 X 190372 0 7834 ADRIENNE EVANS CHIEF ADMINISTRATIVE OFFICER 40.0 15.0 X 169320 0 19562 KEEYON UPKINS DIRECTOR OF ECONOMIC VIABILITY 40.0 5.0 X 115701 0 27273 TERRY PRATHER COO (THRU 12/23) 25.0 15.0 X 63000 0 0 THOMAS SITTEMA BOARD MEMBER, VICE PRESIDENT 3.0 0.0 X X 0 0 0 WILLIAM DYMOND BOARD MEMBER, SECRETARY 3.0 0.0 X X 0 0 0 STEVE HOGAN BOARD MEMBER, VICE PRESIDENT 3.0 0.0 X X 0 0 0 BOB MILES BOARD MEMBER, TREASURER 2.0 1.0 X X 0 0 0 SCOTT BOYD BOARD MEMBER 1.0 0.0 X 0 0 0 MARK JONES BOARD MEMBER 1.0 0.0 X 0 0 0 HAROLD MILLS BOARD MEMBER 1.0 0.0 X 0 0 0 GEOFF RICHARDS BOARD MEMBER 1.0 0.0 X 0 0 0 LISA SCHULTZ BOARD MEMBER 1.0 0.0 X 0 0 0 BISHOP ALLEN WIGGINS BOARD MEMBER 1.0 0.0 X 0 0 0 1028573 0 88450 5 false true false BASE CONSTRUCTION INC 1601 MINNESOTA AVENUE WINTER PARK FL 32789 CONSTRUCTION 328381 POLIS INSTITUTE PO BOX 560531 ORLANDO FL 32856 CONSULTING 149198 LEGACY CAFE AT WEST LAKES 710 S TAMPA AVENUE SUITE 109 ORLANDO FL 32805 CATERING 146929 3 22076 5149439 5171515 DEVELOPMENT FEE REVENUE 900099 56848 56848 FACILITY USE FEES 900099 32268 32268 LEASE REVENUE 900099 27272 27272 116388 233154 233154 0 0 0 0 0 0 0 22076 12077 -12077 -12077 0 0 0 0 0 0 ADMIN/MGMT FEE 900099 34000 34000 34000 5542980 150388 221077 2271695 2271695 72455 72455 0 0 586961 428837 47468 110656 0 1672930 1051903 393267 227760 0 180071 141957 14050 24064 147958 95029 30920 22009 0 64499 46995 17504 52250 52250 26802 26802 0 0 535626 393020 68555 74051 48011 43964 995 3052 37788 19851 15374 2563 52171 24138 5329 22704 0 56778 33018 18568 5192 18870 15084 119 3667 0 308308 285017 4945 18346 2022 2022 0 7223 3815 2470 938 47628 35083 12545 BOARD & STAFF TRAINING/DEVELOP 59996 46331 11822 1843 OTHER PROGRAM COSTS 55208 55208 MEMBERSHIPS & SUBSCRIPTIONS 28804 26066 2738 BAD DEBT EXPENSE 10000 10000 4786 591 668 3527 6348840 5118881 709587 520372 4864287 4397572 0 0 1065375 599325 0 0 25000 0 0 0 10718991 10560824 0 0 42311 74442 4217165 6623 4293765 4210542 0 0 0 0 0 0 0 0 0 661192 21009729 20503897 245556 90115 0 0 1318182 1290909 0 0 0 0 0 0 1387799 1250000 0 0 0 620253 2951537 3251277 X 15998322 16211252 2059870 1041368 18058192 17252620 21009729 20503897 -805860 288 X false true X true false X 6707643 2639577 3570258 7374984 5171515 25463977 0 0 6707643 2639577 3570258 7374984 5171515 25463977 3696562 21767415 54231 42892 57958 137656 233154 525891 0 5438 5755 10000 0 0 21193 26011061 1883228 0.83685 0.76339 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 26802 26802 6322038 6348840 467442 116861 467442 467442 701163 26802 26802 116861 116861 175292 0 0 26802 SCHEDULE C, PART II-A, LINE 1B: THE FILING ORGANIZATION ENGAGED GRAYROBINSON FOR EXECUTIVE AND LEGISLATIVE LOBBYING SERVICES IN THE AMOUNT OF $26,802. 0 4156032 4156032 0 61133 6623 54510 4210542 0 LEASE LIABILITIES 620253 620253 X SCHEDULE D, PART X, LINE 2: LIFT ORLANDO IS A TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS IN THE FLORIDA INCOME TAX CODE. LIFT ORLANDO'S OTHER WHOLLY OWNED SUBSIDIARIES WERE INCORPORATED UNDER THE FLORIDA REVISED LIMITED LIABILITY COMPANY ACT AND ARE CONSIDERED DISREGARDED ENTITIES FOR FEDERAL AND STATE INCOME TAX PURPOSES, EXCEPT FOR LOGP AND LOSLP. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. DURING 2018 AND 2020, LOGP AND LOSLP, RESPECTIVELY, ELECTED TO BE TREATED AS A TAXABLE CORPORATION UNDER PROVISIONS OF THE IRC AND THE FLORIDA INCOME TAX CODE AND ARE SUBJECT TO FEDERAL AND STATES TAXES. THE PROVISION FOR INCOME TAXES FOR IS DETERMINED USING THE ASSET AND LIABILITY APPROACH OF ACCOUNTING FOR INCOME TAXES. UNDER THIS APPROACH, DEFERRED INCOME TAXES REFLECT THE NET TAX EFFECTS OF TEMPORARY DIFFERENCES BETWEEN THE CARRYING AMOUNTS OF ASSETS AND LIABILITIES FOR FINANCIAL REPORTING PURPOSES AND THE AMOUNTS USED FOR INCOME TAX PURPOSES AND NET OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. THE AMOUNT OF DEFERRED TAXES, IF ANY, ON THESE TEMPORARY DIFFERENCES IS DETERMINED USING THE TAX RATES THAT ARE EXPECTED TO APPLY TO THE PERIOD WHEN THE ASSET IS REALIZED OR THE LIABILITY IS SETTLED, AS APPLICABLE, BASED ON TAX RATES AND LAWS IN THE RESPECTIVE TAX JURISDICTION ENACTED AS OF THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION DATE. THERE ARE NO DEFERRED TAX ASSETS OR LIABILITIES AT DECEMBER 31, 2023 AND 2022. THE ORGANIZATION IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE ORGANIZATION HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE ORGANIZATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THE ORGANIZATIONS TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. 10 YR ANNIV CEL 22076 22076 3746 1380 6951 0 22076 22076 3746 1380 6951 12077 -12077 true WEST LAKES HWC INC 710 S TAMPA AVE STE 209 ORLANDO FL 32805 863479633 501(c)(3) 610000 388968 Actual Leasehold IMPROVMENT SEE PART IV ADVENTHEALTH FOUNDATION CENTRAL FLORIDA 800 N MAGNOLIA AVE 6 FL ORLANDO FL 32803 592219301 501(c)(3) 525000 SEE PART IV LEGENDS ACADEMY PO BOX 2031 ORLANDO FL 32802 593662275 501(c)(3) 216487 SEE PART IV ORLANDO ECONOMIC PARTNERSHIP 200 S ORANGE AVE STE200 ORLANDO FL 32801 591767933 125000 SEE PART IV WEST LAKES PARTNERSHIP INC 1221 COLONIAL DR ORLANDO FL 32804 810876563 501(c)(3) 106000 SEE PART IV EARLY LEARNING SHARED SVCS ALLIANCE INC 2605 COCHISE TRAIL WINTER PARK FL 32789 871309240 501(c)(3) 45000 SEE PART IV FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC 445 W AMELIA ST STE 901 ORLANDO FL 32801 592788435 29000 SEE PART IV CHILDREN'S LEGACY CHRISTIAN ACADEMY LLC 1408 W MICHIGAN ST ORLANDO FL 32805 863228377 15200 SEE PART IV GREATER TOMORROW CHRISTIAN ACADEMY 16 S DOLLINS AVE ORLANDO FL 32805 030604866 15200 SEE PART IV GREAT MINDS ACADEMY LLC 1264 S RIO GRANDE AVE ORLANDO FL 32805 850615283 15200 SEE PART IV NU GENERATION ACADEMY 1225 25TH ST ORLANDO FL 32805 471590104 15200 SEE PART IV KIDZVILLE ACADEMY INC 1800 W WASHINGTON ST ORLANDO FL 32805 474618793 10700 SEE PART IV KINGDOM KIDS DEVELOPMENT CENTER 291 WILSON AVE ORLANDO FL 32805 822661274 10700 SEE PART IV MT SINAI CHILD DEVELOPMENT CENTER 2610 ORANGE CENTER BLVD ORLANDO FL 32805 352477326 10700 SEE PART IV RAE OF SUNSHINE 624 BETHUNE DR ORLANDO FL 32805 474780528 10700 SEE PART IV CHARITY LEARNING ACADEMY INC 725 S GOLDWYN AVE ORLANDO FL 32805 460774101 10700 SEE PART IV BOYS & GIRLS CLUB OF CENTRAL FLORIDA INC 101 E COLONIAL DRIVE ORLANDO FL 32801 590951887 10000 SEE PART IV GOODWILL INDUSTRIES OF CENTRAL FL INC 7531 S ORANGE BLOSSOM ORLANDO FL 32809 590908166 501(c)(3) 10000 SEE PART IV LITTLE PEOPLE LEARNING CENTER INC 1033 W MICHIGAN STREET ORLANDO FL 32805 010778735 7700 SEE PART IV LEARNING LADDERS PRESCHOOL 297 S COTTAGE HILL Road ORLANDO FL 32805 812972833 7700 SEE PART IV GENERATIONS OF LEADERS LEARNING CENTER LLC 1430 W KALEY AVENUE ORLANDO FL 32805 843603613 7700 SEE PART IV GMA'S CHILDCARE AND LEARNING CENTER INC 2385 WEST CHURCH ST ORLANDO FL 32805 822074183 7700 SEE PART IV DREAMS COME TRUE CHILDCARE JW 3195 WEST CENTRAL BLVD ORLANDO FL 32805 473229082 7700 SEE PART IV CHARLI'S PRECIOUS ANGELS HOME DAYCARE 861 W LAKE MANN DR ORLANDO FL 32805 472936681 7700 SEE PART IV SUPERSTAR'S ACADEMY LEARNING CENTER INC 422 S PARRAMORE AVE ORLANDO FL 32805 300588202 7700 SEE PART IV PLAY LAUGH & GROW LEARNING ACADEMY INC 2395 W CHURCH STREET ORLANDO FL 32805 471412220 7700 SEE PART IV RAISING ANGELS CHILD DEVELOPMENT INC 1720 S RIO GRANDE AVE ORLANDO FL 32805 201345727 7700 SEE PART IV SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA 411 MERCY DRIVE ORLANDO FL 32805 592142315 6490 SEE PART IV 6 22 EDUCATION SCHOLARSHIPS 8 55000 SMALL BUSINESS COHORT PARTICIPANTS 13 16250 ORAL SURGERY FOR RESIDENT 1 1205 FORM 990, SCHEDULE I, LINE 2: LIFT ORLANDO PRIORITIZES ORGANIZATIONS AND NONPROFITS THAT FOCUS ON SERVING THE RESIDENTS OF THE COMMUNITIES OF WEST LAKES AND PRIMARILY THOSE LIVING WITHIN THE LIFT ORLANDO FOCUS AREA. PROGRAMS ARE PRIORITIZED ACCORDING TO LIFT ORLANDO'S ORGANIZATIONAL GOALS FOR HOUSING, EDUCATION, HEALTH AND WELLNESS, ECONOMIC VIABILITY AND COMMUNITY QUARTERBACK (COLLECTIVE IMPACT COORDINATION). AGENCIES COLLABORATING WITH LIFT ORLANDO IN EXCHANGE FOR FUNDING WILL BE REQUIRED TO ENTER INTO AN MOU AGREEMENT AT EITHER THE BEGINNING OF THE PARTNERSHIP OR WITHIN THE FIRST YEAR OF WORKING TOGETHER. SPECIFIC METRICS AND PROGRAM GOALS WILL BE REVIEWED AND EVALUATED BY LIFT ORLANDO IN ORDER TO ENSURE STRATEGIC ALIGNMENT WITH THE ORGANIZATIONAL PRIORITIES OF LIFT ORLANDO'S OVERALL MISSION. REPORTS AND EVALUATIONS ON PROGRAM OUTCOMES AND AGENCY OPERATIONS WILL BE REQUIRED ON A REGULAR BASIS AND OUTLINED IN THE MOUS. FORM 990, SCHEDULE I, PART II(H): PURPOSE OF GRANT OR ASSISTANCE: 1) WEST LAKES HWC, INC. - DONATION FOR THE HEART OF WEST LAKES WELLNESS CENTER AND TRANSFER LIFT'S LEASEHOLD IMPROVEMENTS TO WLHWC AS ACCOUNTING OWNER. 2) ADVENTHEALTH FOUNDATION CENTRAL FLORIDA - OPERATING SUPPORT AND SUPPORT OF EARLY LEARNING CENTER COLLABORATIVE. 3) LEGENDS ACADEMY - OPERATIONAL SUPPORT, SUMMER SCHOOL FUNDING, TEACHER APPRECIATION AND EARLY LITERACY EDUCATION SUPPORT. 4) ORLANDO ECONOMIC PARTNERSHIP - PROVIDE RESOURCES IN LEADERSHIP DEVELOPMENT, ECONOMIC DEVELOPMENT, RESEARCH AND DATA, MARKETING, AND PUBLIC AFFAIRS. 5) WEST LAKES PARTNERSHIP, INC. - COMMUNITY ENGAGEMENT/OUTREACH AND SUPPORT OF WEST LAKES RESIDENTIAL PAINT BEAUTIFIFICATION PROGRAM, WEST LAKES COMMUNITY CLEAN-UP, RECLAIMING THE DREAM HOUSING REHAB PROJECT. 6) EARLY LEARNING SHARED SERVICES ALLIANCE, INC. - SUPPORT FOR BACK OFFICE ADMINISTRATIVE SERVICES AND BUSINESS COACHING. 7) FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS, INC. - EQUIPMENT, INSTALLATION, AND TRAINING FOR ORANGE CENTER ELEMENTARY'S RENOVATED ONSITE TELEVISION STUDIO. 8) CHILDREN'S LEGACY CHRISTIAN ACADEMY, LLC - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 9) GREATER TOMORROW CHRISTIAN ACADEMY - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 10) GREAT MINDS ACADEMY, LLC - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 11) NU GENERATION ACADEMY - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 12) KIDZVILLE ACADEMY, INC. - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 13) KINGDOM KIDS DEVELOPMENT CENTER - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 14) MT SINAI CHILD DEVELOPMENT CENTER - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 15) RAE OF SUNSHINE - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 16) CHARITY LEARNING ACADEMY, INC. - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 17) BOYS & GIRLS CLUB OF CENTRAL FLORIDA, INC. - PROVIDE MUSICAL INSTRUMENTS AND ACCESSORIES FOR USE IN PROGRAMMING. 18) GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC. - IMPLEMENT PROSPERITY MODEL IN THE WEST LAKES FINANCIAL WELLBEING CENTER. 19) LITTLE PEOPLE LEARNING CENTER, INC. - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 20) LEARNING LADDERS PRESCHOOL - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 21) GENERATIONS OF LEADERS LEARNING CENTER, LLC - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 22) GMA'S CHILDCARE AND LEARNING CENTER, INC. - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 23) DREAMS COME TRUE CHILDCARE JW - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 24) CHARLI'S PRECIOUS ANGELS HOME DAYCARE - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 25) SUPERSTAR'S ACADEMY LEARNING CENTER, INC. - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 26) PLAY, LAUGH & GROW LEARNING ACADEMY, INC. - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 27) RAISING ANGELS CHILD DEVELOPMENT, INC. - PARTICIPATION IN LIFT'S EARLY LEARNING ECOSYSTEM PROGRAM. 28) SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA - DONATION IN SUPPORT OF 2023 LAKE SUNSET COMMUNITY HOLIDAY DINNER. X X X X false false false false false false false false false SANDY HOSTETTER VP, ASSET DEVELOP/BOARD MEMBER 225000 0 33750 0 0 0 0 0 1498 0 260248 0 0 0 EDWARD MORATIN PRESIDENT 176430 0 55000 0 0 0 9515 0 22768 0 263713 0 0 0 ADRIENNE EVANS CHIEF ADMINISTRATIVE OFFICER 146700 0 22620 0 0 0 5568 0 13994 0 188882 0 0 0 MARK SHAMLEY VP OF COMMUNITY IMPACT 165097 0 25275 0 0 0 0 0 7834 0 198206 0 0 0 EDWARD MORATIN PRESIDENT/CEO EMPLOYEE RETENTION X 100000 0 false true true 0 FORM 990, PART I, LINE 1 (CONTINUED): PEOPLE CAN THRIVE THROUGH HOUSING, EDUCATION, HEALTH AND WELLNESS, AND ECONOMIC VIABILITY. FORM 990, PART III, LINE 4D: ECONOMIC VIABILITY (TOTAL: $455,950; GRANTS: $161,250) Lift Orlando's goal in Economic Viability is to stimulate the neighborhood economy through investments in employment and entrepreneurship programs that increase income levels for families. Lift Orlando continued to work on providing one-on-one financial coaching to residents and families, small business engagement, networking events and marketing, business development services, as well as the research, data, and planning to support this work. Lift's Small Business Institute (SBI) accelerator program, launched in mid-2023, channeled small businesses into its framework, offering one-on-one business development, strategic planning, and subgrants while fostering long-term mentorship and connections. Participants utilized approximately 200 consultation hours and received funding for equipment, marketing, and staffing. Notable beneficiaries included Hebni Nutrition Consultants, which received support for facade renovation; Sunflower Creative Cleaning, which improved its digital presence and business growth; and Legacy Caf, which secured funding for its launch and operational needs. Also, the SBI's bi-annual 14-week cohort launched in September 2023. Facilitated in partnership with The Center for Micro-Entrepreneurship and Training, the program targets local small business owners and is designed to develop business aptitude through interactive education on topics such as value proposition, business law, branding, access to capital, storytelling, and more. Our team received 52 applications to participate in the first cohort. 19 local minority entrepreneurs were selected and participated, including 17 small businesses operated by minority women. For individuals, the West Lakes Financial Wellbeing Center (FWC) continued to provide free one-on-one financial coaching to those living in the ZIP code of 32805. In 2023, 45 residents participated in the Prosperity Platform. Of those participants, 46% completed a budget, 48% increased financial capability/health, and 23% increased savings with an average $4,329 of savings increased. Founded by Lift Orlando, the City of Orlando, West Lakes Partnership, and a group of neighborhood entrepreneurs, West Lakes District continued to work to build public-private partnerships to revitalize West Lakes' small business growth, job creation, and economic activity. Lift Orlando sponsored West Lakes District's Community Play Date in 2023. The community event offered residents and families access to local businesses, sports, play activities, art workshops, art vendors, food trucks, interactive ESports, a Farmer's Market, live performances, and more. HOUSING (TOTAL: $431,057; GRANTS: $59,000; REVENUE: $37,272) 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 May of 2020, Pendana Senior Residences (Phase II) started safely welcoming West Lakes seniors age 62 and over. Lift Orlando's partnerships with Seniors First and other community organizations have continued to provide holistic health and well-being programming for seniors. This programming provided nutritionally balanced meals and social activities including a poetry workshop, kitchen apothecary class, memory games, painting, chair stretching exercises, puzzles, chili recipe and tasting, estate planning, a life insurance awareness information session, senior safety, blood pressure discussions, and games such as Bingo, Pictionary, checkers, and more. During these weekly programs, residents have been able to meet and befriend their neighbors and have created a caring and loving community that supports one another. Over 40 activities were held with an average of approximately 20 attendees per activity. 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. The program offers 10-15 owner-occupied homes of legacy residents (who have lived in the neighborhood for at least ten years) up to $3,000 toward home painting and flowers for planting. The program aided 26 of West Lakes homes during 2023. In partnership with the Orlando Housing Authority and with support of the City of Orlando, Lift was awarded the Department of Housing and Urban Development's (HUD) FY23 Choice Neighborhoods Planning Grant. The 2-year planning process began in late 2023, starting with pre-planning and the formation of required committees and working groups. FORM 990, PART VI, SECTION B, LINE 11B: THE STAFF WORKS WITH THE TAX PREPARATION TEAM AT BDO TO PREPARE THE 990. THE FORM IS THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. UPON APPROVAL OF THE FINANCE COMMITTEE, THE DRAFT IS EMAILED TO THE BOARD FOR REVIEW AND TO PROVIDE AN OPPORTUNITY FOR FEEDBACK PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL STATEMENT ACKNOWLEDGING UNDERSTANDING OF THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A: THE PRESIDENT'S SALARY IS DETERMINED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE PRESIDENT DETERMINES STAFF SALARIES BASED ON THE EXPERIENCE AND EDUCATION OF THE STAFF MEMBER IN COMBINATION WITH THE RESPONSIBILITY OF THE ROLE AND THE COMPENSATION FOR SIMILAR ROLES IN THE MARKET AND AT OTHER NONPROFITS. THE EXECUTIVE COMPENSATION FOR THE PRESIDENT WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. IN ORDER TO DETERMINE A FAIR AMOUNT, THE FOLLOWING INFORMATION WAS USED TO MAKE A DECISION: -MARKET COMPENSATION ANALYSIS PREPARED BY EWELL & ASSOCIATES IN DECEMBER 2022 ALONG WITH PRIOR MARKET COMPENSATION ANALYSIS FROM GUIDESTAR/CANDID IN LATE 2021. -THE SIZE OF AN ORGANIZATION'S OPERATING BUDGET (I.E., ANNUAL REVENUES) -COMPLEXITY OF LIFT ORLANDO'S TYPE OF WORK AND THE UNIQUE SKILLS REQUIRED -DIRECT OPERATING BUDGET (I.E., INCOME STATEMENT) -COMPLEXITY OF LEGAL STRUCTURES RELATED TO THE ABOVE ASSET-BASED PROJECTS WHICH WILL NOT RESULT IN INCOME STATEMENT ACTIVITY FOR LIFT ORLANDO AS MUCH AS IT WILL INVOLVE SOME BALANCE SHEET ACTIVITY - AT LEAST IN THE EARLY YEARS OF THE ORGANIZATION. ALL PROPER DOCUMENTATION AND RECORDKEEPING OF THIS INFORMATION AND DECISIONS MADE HAVE BEEN DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18: THE FORM 990 IS AVAILABLE ON GUIDESTAR, CHARITY NAVIGATOR AND CENTRAL FLORIDA FOUNDATION WEBSITES. FORM 990, PART VI, SECTION C, LINE 19: THE ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. 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