2024-05-06T18:40:17-05:00 2023-06-30 831445511 SMITH MARION & CO 1940 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2022-07-01 825258187 LIFT TO RISE LIFT 9548292941 73-710 FRED WARING DR STE 100 100 PALM DESERT CA 92260 HEATHER VAIKONA CEO 9548292941 2024-05-06 1 HEATHER VAIKONA 999009999 0 CARLOS CARAZO P02046597 9093072323 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER VAIKONA 73-710 FRED WARING DR STE 100 100 PALM DESERT CA 92260 34532631 0 X LIFTTORISE.ORG X 2018 CA SEE SCHEDULE O 5 5 56 30 0 0 56789452 33677188 0 845728 10056 9715 0 0 56799508 34532631 0 0 0 0 3502160 2722677 0 0 44630 53247545 15179700 56749705 17902377 49803 16630254 10036798 18507666 9117740 957906 919058 17549760 X SEE SCHEDULE O 0 0 17027341 845728 SEE SCHEDULE O 86716 SEE SCHEDULE O 17114057 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 56 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X HEATHER VAIKONA 7606360420 73-710 FRED WARING DR SUITE 100 PALM DESERT CA 92260 NADIA VILLAGRAN BOARD CHAIR 5.00 X X 0 0 0 BEATRIZ GONZALEZ SECRETARY 5.00 X X 0 0 0 MATT HORTON TREASURER 5.00 X X 0 0 0 CHRIS KENNEN BOARD MEMBER 5.00 X 0 0 0 JAIME ALONSO BOARD MEMBER 5.00 X 0 0 0 HEATHER VAIKONA CEO 40.00 X 277611 0 48466 277611 0 48466 1 0 1 0 SWELL CREATIVE GROUP LLC 304 S BROADWAY STE 320 LOS ANGELES CA 90013 SOCIAL CREATIVE AGENCY 486157 1 33551839 125349 33677188 PROGRAM REVENUE 900099 845728 845728 845728 9715 9715 34532631 845728 0 9715 277611 227641 44418 5552 2445066 2132457 280288 32321 18210 18210 285523 151230 134293 284897 284897 101220 93436 7784 724976 690569 34407 140130 73801 66329 84346 79500 4846 107679 84683 21599 1397 139 139 8819 8819 21463 1557 19906 COMMUNITY INTERVENTIONS 11819305 11815102 4203 COMMUNITY ENGAGEMENT 1131337 1131337 ADVOCACY 168000 168000 SUPPLIES 86207 83351 2856 197449 96496 95593 5360 17902377 17114057 743690 44630 9208607 1805271 2694 3141 667000 16400650 28599 54233 157404 34787 129898 122617 0 121754 10036798 18507666 866838 298418 8250902 537734 0 121754 9117740 957906 X 347113 167735 571945 17382025 919058 17549760 10036798 18507666 16630254 448 0 X 0 1 X 1 1 1 X 2220009 1493264 22072559 56789452 33677188 116252472 2220009 1493264 22072559 56789452 33677188 116252472 116252472 9977 1932 10056 9715 31680 116284152 845728 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 168000 168000 17734377 17902377 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 49098 205500 168000 422598 250000 250000 250000 750000 1125000 66972 10459 56513 34747 24328 10419 55685 55685 122617 LEASE LIABILITY 121754 121754 34533079 448 448 34532631 0 34532631 17902377 0 17902377 0 17902377 1 X X X X X 0 0 0 0 0 0 0 0 0 HEATHER VAIKONA CEO 277611 0 0 0 0 0 30466 0 18000 0 326077 0 0 0 FORM 990, PART I, LINE 1 LIFT TO RISE IS A COLLECTIVE IMPACT ORGANIZATION THAT WORKS TO ACHIEVE A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. OUR WORK BRINGS TOGETHER COMMUNITY AND INSTITUTIONAL LEADERS TO COLLABORATIVELY SOLVE THE UNDERLYING CAUSES OF POVERTY AND INEQUALITY. LIFT TO RISE CONVENES MORE THAN 70 CROSS-SECTOR PARTNERS COMMITTED TO A SHARED NORTH STAR: A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. THROUGH EXTENSIVE DATA ANALYSIS AND DEEP COMMUNITY LISTENING, OUR COALITION HAS IDENTIFIED TWO PRIORITY ISSUES: RADICALLY INCREASING HOUSING STABILITY TO REDUCE REGIONAL RENT BURDEN BY 30% AND BUILDING PATHWAYS TO ECONOMIC MOBILITY TO CUT SINGLE-MOTHER POVERTY BY ONE THIRD. IN RESPONSE TO THE COVID-19 PANDEMIC, LIFT TO RISE HAS TAKEN ON A REGIONAL LEADERSHIP ROLE IN AGGREGATING AND DEPLOYING EMERGENCY RESOURCES TO FINANCIALLY IMPACTED COACHELLA VALLEY RESIDENTS. FORM 990, PART III, LINE 1 LIFT TO RISE IS A COLLECTIVE IMPACT ORGANIZATION THAT WORKS TO ACHIEVE A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. OUR WORK BRINGS TOGETHER COMMUNITY AND INSTITUTIONAL LEADERS TO COLLABORATIVELY SOLVE THE UNDERLYING CAUSES OF POVERTY AND INEQUALITY. LIFT TO RISE CONVENES MORE THAN 70 CROSS-SECTOR PARTNERS COMMITTED TO A SHARED NORTH STAR: A FUTURE WHERE ALL COACHELLA VALLEY FAMILIES ARE HEALTHY, STABLE, AND THRIVING. THROUGH EXTENSIVE DATA ANALYSIS AND DEEP COMMUNITY LISTENING, OUR COALITION HAS IDENTIFIED TWO PRIORITY ISSUES: RADICALLY INCREASING HOUSING STABILITY TO REDUCE REGIONAL RENT BURDEN BY 30% AND BUILDING PATHWAYS TO ECONOMIC MOBILITY TO CUT SINGLE-MOTHER POVERTY BY ONE THIRD. IN RESPONSE TO THE COVID-19 PANDEMIC, LIFT TO RISE HAS TAKEN ON A REGIONAL LEADERSHIP ROLE IN AGGREGATING AND DEPLOYING EMERGENCY RESOURCES TO FINANCIALLY IMPACTED COACHELLA VALLEY RESIDENTS. FORM 990, PART III, LINE 4A PROGRAM 1: HOUSING STABILITY LIFT TO RISE'S HOUSING STABILITY COLLABORATIVE ACTION NETWORK (CAN) COMPRISES OVER 60 CROSS-SECTOR PARTNERS, INCLUDING COMMUNITY ORGANIZATIONS, ALL NINE COACHELLA VALLEY CITIES, RIVERSIDE COUNTY, NON-PROFIT AFFORDABLE HOUSING DEVELOPERS, AND COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS) ALL ORGANIZED AROUND A CRYSTAL-CLEAR SHARED RESULT: REDUCING REGIONAL RENT BURDEN BY 30% BY PRODUCING 10,000 UNITS OF AFFORDABLE HOUSING BY 2028. THE HOUSING STABILITY CAN, ANCHORED BY LIFT TO RISE, WORKS TO ACHIEVE THIS SHARED RESULT WITH THE FOLLOWING KEY STRATEGIES: PIPELINE IN PARTNERSHIP WITH CAN MEMBERS, LIFT TO RISE AGGREGATES AND TRACKS A REGIONAL PIPELINE OF COMMUNITY-VALUED AFFORDABLE HOUSING UNITS AND CREATIVELY IDENTIFIES OPPORTUNITIES FOR NEW DEVELOPMENT; FUNDING WITH RIVERSIDE COUNTY AND CDFI PARTNERS RURAL COMMUNITY ASSISTANCE CORPORATION AND THE LOW-INCOME INVESTMENT FUND, LIFT TO RISE BUILD AND MANAGES THE WE LIFT: COACHELLA VALLEY HOUSING CATALYST FUND, A REVOLVING LOAN FUND THAT LEVERAGES PUBLIC AND PRIVATE CAPITAL TO OFFER LOW-INTEREST PREDEVELOPMENT AND ACQUISITION LOANS TO AFFORDABLE HOUSING PROJECTS WITH FUNDING GAPS; POLICY ADVOCACY LIFT TO RISE AND ITS PARTNERS ADVOCATE FOR CHANGES IN STATE AND FEDERAL AFFORDABLE HOUSING POLICY TO REMOVE BARRIERS FOR OUR REGION. WE WORK TO ALIGN OUR COUNTY AND ALL NINE MUNICIPALITIES IN ESTABLISHING POLICIES THAT SUPPORT COORDINATED AFFORDABLE HOUSING DEVELOPMENT; RESIDENT ENGAGEMENT LIFT TO RISE EDUCATES AND ACTIVATES RESIDENT LEADERS, COMMUNITY PARTNERS, AND PUBLIC OFFICIALS TO ADVOCATE FOR AFFORDABLE HOUSING IN THE REGION; SINCE THE ONSET OF THE COVID-19 PANDEMIC IN MARCH 2020, LIFT TO RISE HAS CONVENED AND IMPLEMENTED EMERGENCY ASSISTANCE INTERVENTIONS TO SUPPORT THE NEEDS OF FINANCIALLY IMPACTED COACHELLA VALLEY RESIDENTS: UNITED LIFT RENTAL ASSISTANCE PROGRAM IN PARTNERSHIP WITH RIVERSIDE AND INLAND SOCAL UNITED WAY, LIFT TO RISE DESIGNED AND RUNS AN EMERGENCY RENTAL AND UTILITY ASSISTANCE PROGRAM THAT TO DATE HAS DISBURSED MORE THAN $130 MILLION IN ASSISTANCE TO OVER 17,000 HOUSEHOLDS ACROSS RIVERSIDE COUNTY, KEEPING NEARLY 60,000 RESIDENTS HOUSED. LIFT TO RISE HAS TAKEN A LEAD ROLE IN COLLECTING AND ANALYZING DATA WITH A RACIAL EQUITY LENS AND PARTNERED WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA'S PRICE CENTER FOR SOCIAL INNOVATION TO CONDUCT A RIGOROUS PROGRAM EVALUATION OF THE UNITED LIFT PROGRAM. THE EVALUATION, WHICH SURVEYED NEARLY 2,500 TENANTS AND MORE THAN 300 LANDLORDS, FOUND THAT UNITED LIFT WAS EFFECTIVE AT TARGETING AND SERVING MARGINALIZED GROUPS IN NEED OF ASSISTANCE AND THAT RECEIVING RENTAL ASSISTANCE WAS ASSOCIATED WITH LOWER RATES OF HOMELESSNESS AND IMPROVED HOUSING STABILITY, FOOD SECURITY, AND MENTAL HEALTH. THE EVALUATION AND PROGRAM DATA ALSO REVEAL THAT THE ECONOMIC IMPACT OF THE PANDEMIC HAS BEEN WIDESPREAD AND PARTICULARLY DEVASTATING FOR LOW-INCOME BIPOC RENTER FAMILIES (AND ESPECIALLY SINGLE MOTHERS) AS WELL AS WORKERS IN THE HOSPITALITY/TOURISM AND AGRICULTURE INDUSTRIES, UNDERSCORING THE NEED FOR LONG-TERM HOUSING STABILITY AND ECONOMIC MOBILITY SOLUTIONS. FORM 990, PART III, LINE 4B PROGRAM 2: ECONOMIC MOBILITY LIFT TO RISE ALSO CONVENES CROSS-SECTOR PARTNERS IN ITS ECONOMIC MOBILITY CAN, WHICH IN DECEMBER OF 2021 AGREED ON A SHARED RESULT THAT AT LEAST 10,000 SINGLE-MOTHER HOUSEHOLDS EXPERIENCING POVERTY IN RIVERSIDE COUNTY WILL INCREASE THEIR INCOME ABOVE 200% OF THE FEDERAL POVERTY LINE BY 2028. AFTER ANALYZING DATA ON POVERTY IN THE REGION AND DATA FROM FOCUS GROUPS OF LOW-INCOME RESIDENTS, THE CAN IDENTIFIED FIVE PRIORITY FACTORS THAT WILL NEED TO BE ADDRESSED TO ACHIEVE ITS DRAFT RESULT: MORE JOBS AND HIGHER WAGES IN INDUSTRIES/JOBS MOST OFTEN POPULATED BY SINGLE MOTHERS AFFORDABLE AND ACCESSIBLE CHILDCARE, HOUSING, AND TRANSPORTATION INCREASED SUPPORT SERVICES, ESPECIALLY MENTAL HEALTH AND WELLNESS JOB TRAINING, FINANCIAL EDUCATION, AND ENTREPRENEURSHIP PROGRAMS TARGETING SINGLE MOTHERS BUILDING PUBLIC WILL FOR CHANGE BY OVERCOMING BIASED OR EVEN RACIST ASSUMPTIONS AND STEREOTYPES ABOUT SINGLE MOTHERS AND THE WORKING POOR. IN ADDITION TO THE UNITED LIFT RENTAL ASSISTANCE PROGRAM, LIFT TO RISE ALSO LAUNCHED THE ECONOMIC PROTECTION PLAN & SUPPORT FUND AT THE ONSET OF THE COVID-19 PANDEMIC. WITH SUPPORT FROM NEARLY 20 CROSS-SECTOR PARTNERS, LIFT TO RISE DEPLOYED $1.6 MILLION IN EMERGENCY CASH ASSISTANCE TO MORE THAN 5,000 HOUSEHOLDS ACROSS THE COACHELLA VALLEY IN THE FIRST TWO MONTHS OF THE PANDEMIC. FORM 990, PART VI, SECTION A, LINE 3 GC PLANNING OR EXECUTING BUDGETS AND FINANCIAL OPERATIONS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SUBJECT TO PRELIMINARY REVIEW BY CEO AND GONDA+CO, THE ORGANIZATION'S EXTERNAL CPA, AND FINAL REVIEW BY BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C LIFT TO RISE HAS CONFLICT OF INTEREST POLICIES AND PROTOCOLS FOR BOTH BOARD AND STAFF MEMBERS TO MANAGE AND ADDRESS ANY POTENTIAL CONFLICTS THAT MAY ARISE IN THE WORK. BOTH BOARD AND STAFF ARE REQUIRED TO SIGN POLICY ACKNOWLEDGMENT FORMS, AND THE POLICIES AND PROTOCOLS ARE REVIEWED ANNUALLY. ADDITIONALLY, WE TAKE ENHANCED CONFLICT OF INTEREST MEASURES RELATED TO OUR RENTAL ASSISTANCE PROGRAM: SPECIFICALLY MITIGATING ANY CONFLICT BY ENSURING THAT NO STAFF OR ASSOCIATED LEADERSHIP PROCESSES, REVIEWS OR APPROVES APPLICATIONS OF KNOWN PERSONAL OR FAMILIAL RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15A LIFT TO RISE PRIORITIZES LIVING WAGE COMPENSATION AND STRIVES TO ENSURE STAFF ARE COMPENSATED COMPARABLY AND COMPETITIVELY TO LOCAL, REGIONAL AND STATEWIDE COUNTERPARTS. THE COMPENSATION COMMITTEE, ON BEHALF OF THE BOARD OF DIRECTORS SUPERVISED AN EXTERNAL, INDEPENDENT, AND THOROUGH COMP STUDY BY EVALUATING COMPARABLE SALARIES IN THE REGION AND IN SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE LEVELS OF SOCIAL IMPACT AND USED PERFORMANCE MEASURES TO GAUGE GOALS AND RESULTS ACHIEVED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST