2026-06-02T09:21:50-07:00 2025-12-31 273473554 SCHRIVER CARMONA & COMPANY PLLC 7550 IH-10 STE 504 SAN ANTONIO TX 78229 990 2025-01-01 742712770 LIFTFUND INC LIFT 2102263664 2007 WEST MARTIN ST SAN ANTONIO TX 78207 ADAM HENSON COO & CFO 2026-06-02 true DEREK SCHRIVER CPA P00958022 2106800350 X 2025 2025-03-06 01:10:19Z X AMY HEREFORD 2007 WEST MARTIN ST SAN ANTONIO TX 78207 30110957 false X WWW.LIFTFUND.COM X 1994 TX 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. 13 13 86 0 7979381 16292889 13067036 12206135 970191 1585057 45606 26876 22062214 30110957 2730366 6367596 0 10415698 8590126 0 945675 13942607 12722477 27088671 27680199 -5026457 2430758 102981540 116870475 70079450 81537627 32902090 35332848 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. false false 19502779 12206135 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. 6367596 6367596 6367596 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. 25870375 true true false false false false false false false false true false false false true false false true false false false false false false false false false false true true false false false false false false false false true false false false true true true true false false true 702 0 true 86 true false false false false false true true false 0 false false false false false false false X 13 13 false false false false false false false true false false false true true true true true true true false false X ADAM HENSON 8882152373 2007 WEST MARTIN ST SAN ANTONIO TX 78207 AMY HEREFORD President & CEO 50.00 0.00 X 276321 0 0 CHRISTOPHER S ALLEN SVP SBA 504 50.00 0.00 246576 0 0 ADAM HENSON COO & CFO 50.00 0.00 X 231222 0 0 JORGE SERRANO VP SBA 504 50.00 0.00 214209 0 0 ADRIAN GONZALEZ CHIEF CDC. OFCR 50.00 0.00 205965 0 0 DUANGKAMOL THEPUATRAKUL CHIEF TECH OFCR 50.00 0.00 186413 0 0 AMANDA THOMSON LEE SVP SBA 504 50.00 0.00 166892 0 0 YOLANDA DAVILA Director 1.00 0.00 X 0 0 0 CHRISTOPHER RIOS Director 1.00 0.00 X 0 0 0 RHONDA MCGOWAN CHAIR 1.00 0.00 X X 0 0 0 JOHN CHAMBERLAIN Secretary 1.00 0.00 X X 0 0 0 JAMES DREIBELBIS VICE CHAIR 1.00 0.00 X X 0 0 0 VIKRAM S BAJAJ Director 1.00 0.00 X 0 0 0 RAMIRO CAVAZOS Director 1.00 0.00 X 0 0 0 STEVEN LACKOWSKI Treasurer 1.00 0.00 X X 0 0 0 WILLIAM MOLL Director 1.00 0.00 X 0 0 0 BRANDI CARBERRY-VITIER Director 1.00 0.00 X 0 0 0 RICHARD PEREZ Director 1.00 0.00 X 0 0 0 ROLANDO G BARRERA Director 1.00 0.00 X 0 0 0 TREY SADIQ Director 1.00 0.00 X 0 0 0 1527598 7 false true false FMP MASONRY INC 2109 SENTINEL DR CORPUS CHRISTI TX 78418 CONSTRUCTION 422262 PORTICO REI LLC PO BOX 8088 SAN ANTONIO TX 78208 FINANCE 389028 TXC TEXAS CREATIVE LLC PO BOX 790785 SAN ANTONIO TX 78279 MARKETING 351809 EAGLE EYE SERVICES 2732 OAK ISLAND DR SAN ANTONIO TX 78264 CONSTRUCTION 409629 NEW BEGINNING CONSTRUCTION LTD 569 CO RD 570 DEVINE TX 78016 CONSTRUCTION 355797 5 10680004 5612885 1982270 16292889 LOAN INTEREST AND FEES 522291 9114204 9114204 PORTFOLIO MANAGEMENT SVC 522291 85938 85938 SBA 504 REVENUE 522291 3005993 3005993 12206135 642130 642130 0 0 20788 20788 20788 20788 105076 837851 105076 837851 942927 837851 105076 0 0 0 MISCELLANEOUS INCOME 900099 6088 6088 6088 30110957 13050074 767994 0 6367596 6367596 0 0 500158 435469 32665 32024 0 6628458 5771158 432894 424406 0 906757 782997 62493 61267 554753 479037 38233 37483 0 0 0 0 0 0 1201587 1056702 92827 52058 458059 320641 137418 66008 56999 4549 4460 1269286 1096045 87478 85763 0 243916 210625 16810 16481 88445 76374 6095 5976 0 68625 59258 4730 4637 1807927 1807927 0 789709 681924 54426 53359 202665 175004 13967 13694 LOAN LOSS PROVISION 3119176 3119176 NONCASH 1982269 1982269 PORTFOLIO EXPENSES 751550 751550 PROGRAM EXPENSES 274360 274360 398895 365264 16982 16649 27680199 25870375 864149 945675 9084876 23855961 4742800 4641826 6706732 458670 2904200 3625424 0 0 61482255 64403622 0 358093 320863 14050064 4725295 7834937 9324769 9041155 10239340 0 826492 0 0 0 102981540 116870475 4745275 1745486 561000 713021 2629556 13525427 11027635 7979371 41115984 45174322 10000000 12400000 70079450 81537627 X 32862102 35332848 39988 32902090 35332848 102981540 116870475 2430758 X false true X true true true X 47464442 41235306 27445732 5750306 14310619 136206405 0 0 47464442 41235306 27445732 5750306 14310619 136206405 2035071 134171334 99537 298991 366309 493391 747206 2005434 0 0 138211839 0.97080 0.99360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1150000 1150000 10540434 4725295 5815139 2359630 2359630 9324769 EQUITY EQUIVALENTS 12400000 12400000 30110957 30110957 30110957 27680199 27680199 27680199 true 0 0 BUSINESS ASSISTANCE 655 6367596 FMV N/A X X X true false false false false false false false false ADAM HENSON COO & CFO 209000 22222 231222 ADRIAN GONZALEZ CHIEF CDC. OFCR 178069 27896 205965 AMANDA THOMSON LEE SVP SBA 504 166892 166892 AMY HEREFORD President & CEO 275000 1321 276321 CHRISTOPHER S ALLEN SVP SBA 504 97227 10882 138467 246576 DUANGKAMOL THEPUATRAKUL CHIEF TECH OFCR 185000 1413 186413 JORGE SERRANO VP SBA 504 104563 1322 108324 214209 BELOW MKT LOAN 1982270 FMV false false false Form 990, Part VI, Section B, Line 11b THE FORM 990 IS E-MAILED TO EACH DIRECTOR PRIOR TO FILING FOR THEIR REVIEW AND APPROVAL. Form 990, Part VI, Section B, Line 12c THE MEMBERS OF THE BOARD ANNUALLY SIGN STATEMENTS OF NON-CONFLICT OF INTEREST. Form 990, Part VI, Section B, Line 15a THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES COMPENSATION. Form 990, Part VI, Section C, Line 19 LIFTFUND MAKES ITS GOVERNING DOCUMENTS AVAILABLE BY REQUEST. AT MICROLOANS I LLC 2007 WEST MARTIN ST SAN ANTONIO TX 78207 742712770 SMALL BUSINESS MICROLOAN TX NA N/A true LIFTFUND FUNDING III LLC 2007 WEST MARTIN ST SAN ANTONIO TX 78207 861917259 LENDING CAPITAL TX N/A RELATED 7500 false true LIFTFUND FUNDING IV LLC 2007 WEST MARTIN ST SAN ANTONIO TX 78207 861937982 LENDING CAPITAL TX N/A RELATED 2512 false true LIFTFUND FUNDING V LLC 2007 WEST MARTIN ST SAN ANTONIO TX 78207 923995896 LENDING CAPITAL TX N/A RELATED 6825 false true LIFTFUND FUNDING VI LLC 2007 WEST MARTIN ST SAN ANTONIO TX 78207 332261666 LENDING CAPITAL TX N/A RELATED 4500 false true false false false false true false false false false false false true false false false false false false false LIFTFUND FUNDING III LLC e 2000000 AGREEMENT LIFTFUND FUNDING III LLC l 7500 AGREEMENT LIFTFUND FUNDING IV LLC e 1000000 AGREEMENT LIFTFUND FUNDING IV LLC l 2512 AGREEMENT LIFTFUND FUNDING V LLC e 1750000 AGREEMENT LIFTFUND FUNDING V LLC l 6825 AGREEMENT LIFTFUND FUNDING VI LLC e 1500000 AGREEMENT LIFTFUND FUNDING VI LLC l 4500 AGREEMENT