Community Development : Housing and Neighborhood Development

LiftFund

Dream it. Fund it.

four stars

92.38

2007 W Martin Street San Antonio, TX 78207
tel: (888) 215-2373   Web Site
EIN: 74-2712770

Board Leadership
Jim Adams
Chairman

CEO
Janie Barrera
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 92.38 four stars
  Financial 90.00 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 04/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

four stars

90.00

Accountability & Transparency

four stars

96.00

This rating was published 04/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
87.9%
  Administrative Expenses 8.6%
  Fundraising Expenses 3.4%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 0.93
  Program Expenses Growth 14.1%
  Liabilities to Assets 76.6%
All data for Financial Performance Metrics calculations was provided by LiftFund on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by LiftFund on recent 990s filed with the IRS.
REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,694,726
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $3,561,856
Total Contributions $8,256,582
   Program Service Revenue $7,421,266
Total Primary Revenue $15,677,848
   Other Revenue $57,463
TOTAL REVENUE $15,735,311
   
EXPENSES  
   Program Expenses $14,169,052
   Administrative Expenses $837,709
   Fundraising Expenses $707,291
TOTAL FUNCTIONAL EXPENSES $15,714,052
   
Payments to Affiliates $0
Excess (or Deficit) for the year $21,259
   
Net Assets $13,815,726

Charts

Compensation % of Expenses Paid to Title
$194,176 1.23% Janie Barrera President & CEO

Mission

The Mission of LiftFund is to provide credit and services to small businesses and entrepreneurs who do not have access to loans from commercial sources and to provide leadership and innovation to the microlending industry. LiftFund is a designated community development financial institution, or CDFI. CDFIs are working in neighborhoods across the United States to provide affordable, responsible credit, create and sustain jobs, and to stabilize communities. CDFIs finance community businesses, including small businesses, microenterprises, nonprofit organizations, commercial real estate, and affordable housing.

Highly Rated

Charity Name & State Overall Score Overall Rating
LiftFund (TX) 92.38 four stars
Tides Center (CA) 90.69 four stars
Women's Business Development Center (IL) 91.16 four stars
Four Bands Community Fund (SD) 94.14 four stars
Commonwealth (MA) 92.22 four stars

Compare These Charities (Highly Rated)

Charity Contact Info

LiftFund
2007 W Martin Street
San Antonio, TX 78207
tel: (888) 215-2373
fax: (210) 533-2940
EIN: 74-2712770

Visit Web Site

Board Leadership

Jim Adams
Chairman

CEO

Janie Barrera
President & CEO

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