2025-10-03T08:40:29+00:00 2024-12-31 135381590 BDO USA 450 S ORANGE AVE STE 550 ORLANDO FL 328013308 990 2024-01-01 463607865 LIFT ORLANDO INC LIFT 4074805053 710 SOUTH TAMPA AVENUE 209 ORLANDO FL 32805 EDWARD MORATIN PRESIDENT 2025-10-03 true JAKE COOK P01240455 4078416930 2025-10-01 2024 2025-03-06 01:10:19Z EDWARD MORATIN 710 SOUTH TAMPA AVENUE 209 ORLANDO FL 32805 5813907 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 PEOPLE CAN THRIVE THROUGH HOUSING, EDUCATION, HEALTH AND WELLNESS, AND ECONOMIC VIABILITY. 10 9 29 41 0 5171515 5404147 116388 80319 233154 261043 21923 -26295 5542980 5719214 2344150 1646753 0 2587920 2677631 0 598522 1416770 1602799 6348840 5927183 -805860 -207969 20503897 19524789 3251277 2480138 17252620 17044651 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 1946944 1037056 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 COMMUNITY SCHOOLS, COMMUNITY MEMBERS AND BEST IN CLASS NOT-FOR-PROFITS, WHILE MEASURING AND EVALUATING PROGRESS TOWARDS OUR SHARED GOALS. IN 2024, OUR EDUCATION SERVICES IMPACTED 1,028 STUDENTS/CHILDREN, 149 TEACHERS, AND 21 SCHOOLS AND EARLY LEARNING PROVIDERS, IN PARTNERSHIP WITH 12 COMMUNITY ORGANIZATIONS. EMPOWERED SCHOLARS, LIFT ORLANDO'S COLLEGE AND CAREER READINESS PROGRAM, SUPPORTS 32805 ZIP CODE STUDENTS BY REMOVING BARRIERS TO POST-SECONDARY SUCCESS. THE PROGRAM OFFERS ONE-ON-ONE MENTORSHIP, COLLEGE PREP, CAREER GUIDANCE, AND A FLEXIBLE FINAL-DOLLAR FUNDING SCHOLARSHIP. IN 2024, 20 STUDENTS PARTICIPATED, AND 18 RECEIVED SCHOLARSHIPS. LIFT'S EDUCATION TEAM EXECUTED ITS THIRD YEAR OF AN EARLY LEARNING PROGRAM, NOW CALLED THE EARLY LEARNING COLLABORATIVE, WHICH SUPPORTS EARLY EDUCATION PROVIDERS IN THE 32805 ZIP CODE 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. THESE FUNDS HAVE BEEN ALLOCATED TO MAKE INFRASTRUCTURE UPDATES, OPERATIONAL AND STAFFING SUPPORT, EARLY LEARNING INTERVENTION SCREENINGS AND ENHANCE CURRICULUM AND TEACHING RESOURCES. OUR PARTNERSHIP WITH EARLY LEARNING PROVIDERS HAS IMPACTED OVER 600 STUDENTS AND 91 TEACHERS WITHIN THE 32805 ZIP CODE. LAUNCHED IN FALL 2024, LIFT ORLANDO'S SENIOR AMBASSADORS PROGRAM CONNECTS TRAINED RESIDENTS FROM PENDANA SENIOR RESIDENCES WITH ORANGE CENTER STUDENTS NEEDING READING SUPPORT. GUIDED BY OUR RESOURCE TEACHER, FOUR SENIOR VOLUNTEERS WORK ONE-ON-ONE WITH 13 FIRST AND SECOND GRADERS SCORING IN THE BOTTOM 30% ON STAR READING ASSESSMENTS. THE PROGRAM RUNS THREE DAYS A WEEK FOR THREE HOURS, USING OCPS LITERACY CURRICULUM AND MEASURABLE OUTCOMES TO TRACK STUDENT PROGRESS. ADDITIONALLY, IN PARTNERSHIP WITH THE YMCA AND THE JACQUELINE BRADLEY-CLARENCE OTIS BOYS & GIRLS CLUB, LIFT ORLANDO SUPPORTED SWIMMING LESSONS FOR 96 STUDENTS IN 2024. AFTER A SKILLS ASSESSMENT OF 140 YOUTH AT THE PENDANA AT WEST LAKES POOL REVEALED THAT 68% COULD NOT PASS, WE COLLABORATED WITH PARTNERS TO FUND FOUR SWIM LESSONS PER STUDENT FOR THOSE IN NEED. 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 2024, THE ELC ENROLLED 132 CHILDREN AND EMPLOYED 40 TEAM MEMBERS. BY DECEMBER 2024, 57 CHILDREN WERE RECEIVING SPEECH AND LANGUAGE SERVICES, 42 WERE IN OCCUPATIONAL THERAPY, 21 IN PHYSICAL THERAPY, 13 IN MUSIC THERAPY, 37 IN FEEDING THERAPY, 12 IN PLAY THERAPY, 6 IN PERSONAL CARE SERVICES, AND 7 IN APPLIED BEHAVIOR THERAPY. ADDITIONALLY, 15 ADULTS PARTICIPATED IN LIFE COUNSELING SERVICES. IN 2024, 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, LEGENDS ACADEMY, ROCK LAKE ELEMENTARY, ORANGE CENTER ELEMENTARY SCHOOL, AND THE WEST LAKES EARLY LEARNING CENTER-INCLUDING ONGOING ENGAGEMENT AND RESOURCE SUPPORT AT ORANGE CENTER ELEMENTARY. 896183 59000 37273 HOUSING: 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 2024, THE HOUSING TEAM CONTINUED THIS WORK BY EXPLORING NEW OPPORTUNITIES TO EXPAND MIXED-INCOME HOUSING IN THE SURROUNDING AREA. IN MAY OF 2020, PENDANA SENIOR RESIDENCES (PHASE II) STARTED SAFELY WELCOMING WEST LAKES SENIORS AGE 62 AND OVER. IN 2024, LIFT ORLANDO CONTINUED TO WORK WITH PARTNER COLUMBIA RESIDENTIAL AND SENIORS FIRST TO OFFER WEEKLY ACTIVITIES FOR RESIDENTS AT PENDANA SENIOR RESIDENCES THAT PROVIDE PHYSICAL AND SOCIAL SUPPORT TO SENIORS SEEKING ACTIVITIES THAT ARE BENEFICIAL TO THEIR MIND, BODY, AND SPIRIT. PROGRAMMING INCLUDED GAMES, MOVIES, PICTIONARY, PUZZLES, ARTS AND CRAFTS, GUESS THE TUNE, CROCHET, GARDENING, EDUCATION SESSIONS, AND WEEKLY SENIOR FITNESS CLASSES FROM A LOCAL PHYSICAL TRAINER, WITH BINGO BECOMING A POPULAR FAVORITE. 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. SEVEN HOMES IN THREE NEIGHBORHOODS WERE COMPLETED AND NEARLY 20 RESIDENTS WERE PROVIDED FLOWERS TO SPRUCE UP THEIR HOMES IN 2024. IN PARTNERSHIP WITH THE ORLANDO HOUSING AUTHORITY AND WITH SUPPORT FROM THE CITY OF ORLANDO, LIFT ORLANDO WAS AWARDED THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT'S (HUD) FY23 CHOICE NEIGHBORHOODS PLANNING GRANT. THE TWO-YEAR PLANNING PROCESS BEGAN IN LATE 2023 WITH PRE-PLANNING AND THE FORMATION OF REQUIRED COMMITTEES AND WORKING GROUPS. IN 2024, EFFORTS FOCUSED ON DIRECT RESIDENT ENGAGEMENT TO IDENTIFY AND DOCUMENT COMMUNITY PRIORITIES. ALONGSIDE OHA, LIFT FACILITATED A RANGE OF ACTIVITIES INCLUDING A DOOR-TO-DOOR SURVEY OF PUBLIC HOUSING RESIDENTS, A COMMUNITY DATA WALK TO REVIEW SURVEY AND MARKET STUDY FINDINGS, VISIONING MEETINGS, DESIGN CHARRETTES, AND A YOUTH ENGAGEMENT ACTIVITY WHERE STUDENTS SHARED THEIR HOUSING AND AMENITY PREFERENCES THROUGH DRAWINGS AND LEGO MODELS. 825821 146900 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, WASHINGTON SHORES, JOHNSON VILLAGE, LAKE MANN, AND GREATER 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 20,942 INDIVIDUALS OPENED AND VIEWED E-NEWSLETTERS AND 5,250 PHYSICAL NEWSLETTERS DELIVERED TO RESIDENTS IN 2024. LIFT ORLANDO HELD A QUARTERLY OPEN HOUSE - A FREE, FAMILY-FRIENDLY EVENT FEATURING FOOD TRUCKS, LIVE MUSIC, GAMES, AND A RESOURCE FAIR WITH PARTNERS LIKE THE CITY OF ORLANDO, FLORIDA BLUE, WEST LAKES PARTNERSHIP, AND GOODWILL. THE EVENT OFFERS RESIDENTS A CHANCE TO CONNECT WITH LOCAL ORGANIZATIONS AND SERVICES. ATTENDANCE GREW OVER THE YEAR, WITH 184 RESIDENTS IN FEBRUARY, 231 IN MAY, 388 IN AUGUST, AND 178 IN DECEMBER. OPEN HOUSE REMAINS A RESIDENT-LED INITIATIVE CO-ORGANIZED WITH THE BUNCHE MANOR HOA PRESIDENT AND SUPPORTED BY LIFT ORLANDO. BUILDING ON THIS SPIRIT OF COMMUNITY ENGAGEMENT, LIFT ALSO HOSTED ITS FIRST TRUNK-OR-TREAT, DRAWING 419 CHILDREN AND ADULTS, WITH 12 DECORATED TRUNKS, GAMES, AND FALL-THEMED ACTIVITIES. LAUNCHED IN 2024, THE LIFT TOGETHER COMMUNITY GRANT PROGRAM FUNDS SMALL, RESIDENT-LED PROJECTS IN THE WEST LAKES AND 32805 COMMUNITY. COORDINATED BY LIFT ORLANDO AND GUIDED BY A RESIDENT-LED SELECTION COMMITTEE, THE PROGRAM HAS RECEIVED 39 APPLICATIONS AND APPROVED 10, AWARDING A TOTAL OF $15,000. GRANTS RANGING FROM $500 TO $1,500 HAVE SUPPORTED PROJECTS LIKE A HOLIDAY LIGHTS CONTEST, BLOCK PARTY, YOUTH SPORTS UNIFORMS, STEM PROGRAMS, AND A COMMUNITY STORAGE SHED. ALSO INTRODUCED IN 2024, THE GREATS OF WEST LAKES HONORS THE NEIGHBORHOOD'S LEGACY BY SHOWCASING PORTRAITS OF INFLUENTIAL COMMUNITY MEMBERS. WITH SUPPORT FROM LIFT ORLANDO AND WEST LAKES PARTNERSHIP, HOA LEADERS NOMINATED CANDIDATES, AND FIVE HONOREES WERE SELECTED. THEY WERE CELEBRATED AT A JUNE 14 EVENT AT THE HEART OF WEST LAKES WELLNESS CENTER, WHERE THEIR PORTRAITS WERE UNVEILED AND ARE NOW DISPLAYED IN THE FIRST-FLOOR LOBBY. INTERVIEWS AND WRITE-UPS ARE AVAILABLE ONLINE. FURTHERMORE, TO ASSESS LOCAL IMPACT, LIFT CONDUCTED A DOOR-TO-DOOR COMMUNITY SURVEY USING THE FLOURISHING NEIGHBORHOODS INDEX, REACHING OVER 600 RESIDENTS (20% OF THE COMMUNITY), WITH 94% REPORTING SATISFACTION OR NEUTRALITY ABOUT NEIGHBORHOOD CHANGES. ADDITIONAL SURVEYS OF LAKE MANN HOMES AND LORNA DOONE APARTMENTS - CONDUCTED WITH UCF - ACHIEVED OVER 80% HOUSEHOLD PARTICIPATION ACROSS BOTH SITES. POLIS INSTITUTE SUPPORTED LIFT'S EVALUATION EFFORTS BY TRAINING LOCAL RESIDENTS TO CARRY OUT SURVEY WORK AND COLLECT FEEDBACK ON KEY ISSUES LIKE HEALTH, EDUCATION, AND ECONOMIC WELL-BEING. 719305 318397 77452 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. ADDITIONALLY, THE HEART OF WEST LAKES WELLNESS CENTER SERVED AS AN ACTIVE HUB OF COMMUNITY ACTIVITY AND PARTNERSHIP PROGRAMMING, HOLDING APPROXIMATELY 80 EVENTS THAT BROUGHT RESIDENTS TOGETHER AND PROMOTED ACCESS TO HEALTH SERVICES, INCLUDING THOSE FROM COMMUNITY HEALTH CENTER'S ONSITE CLINIC. THROUGH OUR PARTNERSHIP WITH FLORIDA BLUE, WE OFFERED WEEKLY FITNESS CLASSES, MENTAL HEALTH SESSIONS, A JUNETEENTH 3K WALK, AND MONTHLY MAMMOGRAM AND BLOOD DONATION OPPORTUNITIES THROUGH ONEBLOOD. FURTHERMORE, LIFT SUPPORTED COMMUNITY ENGAGEMENT EFFORTS SUCH AS THE WEST LAKES COMMUNITY CLEAN-UP, WHICH FACILITATED TWO CLEAN-UP EFFORTS IN 2024. IN 2024, LIFT RESUMED THE INTERIOR BUILD-OUT OF THE 1,900 SQ. FT. FINANCIAL WELLBEING CENTER, LOCATED ON THE FIRST FLOOR OF THE HEART OF WEST LAKES WELLNESS CENTER. THE TEAM COLLABORATED WITH PROJECT ARCHITECTS TO UPDATE THE DESIGN TO MEET CURRENT PROGRAMMING NEEDS, INCLUDING THE ADDITION OF A PODCAST STUDIO. CONSTRUCTION BEGAN IN OCTOBER 2024. 357565 85400 ECONOMIC VIABILITY: 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, RESUME ASSISTANCE, AS WELL AS THE RESEARCH, DATA, AND PLANNING TO SUPPORT THIS WORK. LIFT'S SMALL BUSINESS INSTITUTE (SBI) ACCELERATOR PROGRAM, CHANNELED SMALL BUSINESSES INTO ITS FRAMEWORK, OFFERING ONE-ON-ONE BUSINESS DEVELOPMENT, STRATEGIC PLANNING, AND SUBGRANTS WHILE FOSTERING LONG-TERM MENTORSHIP AND CONNECTIONS. AFTER RECEIVING 51 APPLICATIONS AND INTERVIEWING 44 CANDIDATES, 21 PARTICIPANTS WERE SELECTED. OVER EIGHT WEEKS, SIX SUBJECT-MATTER EXPERTS LED SESSIONS ON BUSINESS DEVELOPMENT, CONCLUDING WITH A PITCH COMPETITION. ALL PARTICIPANTS COMPLETED FEEDBACK SURVEYS, GIVING THE PROGRAM AN AVERAGE RATING OF 4.89 OUT OF 5. SURVEY RESULTS SHOWED 100% WOULD RECOMMEND THE PROGRAM, 93% REPORTED INCREASED BUSINESS KNOWLEDGE, AND PARTICIPANTS VALUED THE NETWORKING, DYNAMIC SPEAKERS, AND COLLABORATIVE LEARNING ENVIRONMENT. ADDITIONALLY, LIFT ORLANDO'S LONG-TERM PARTNERSHIP WITH GOODWILL INDUSTRIES OF CENTRAL FLORIDA OFFERS ONE-ON-ONE INDIVIDUAL AND FAMILY FINANCIAL COACHING AND SUPPORT TO 32805 RESIDENTS. BY DECEMBER 2024, AMONG THE PROGRAM'S 56 MEMBERS, 36% COMPLETED A BUDGET, 41% INCREASED A MINIMUM OF ONE BENCHMARK GOODWILL INDUSTRIES' IMPACT MEASUREMENT PLATFORM, 71% OF UNBANKED PARTICIPANTS BECAME BANKED OR INCREASED USE OF FINANCIAL SERVICES PRODUCT, AND 29% INCREASED SAVINGS WITH AN AVERAGE AMOUNT OF SAVINGS INCREASED BY $4,961. 1076870 403797 77452 4745818 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 false false false false false false false false false false false true true true true false false true 76 0 true 29 true false false false false false false false false false false false false X 10 9 false false false false false false false true true false 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 BOB MILES BOARD MEMBER, TREASURER 2.0 1.0 X X 0 0 0 EDWARD MORATIN PRESIDENT 40.0 2.0 X X 172642 0 33421 STEVE HOGAN BOARD MEMBER, VICE PRESIDENT 3.0 0 X X 0 0 0 THOMAS SITTEMA BOARD MEMBER, VICE PRESIDENT 3.0 0 X X 0 0 0 WILLIAM DYMOND BOARD MEMBER, SECRETARY 3.0 0 X X 0 0 0 BISHOP ALLEN WIGGINS BOARD MEMBER 1.0 0 X 0 0 0 BRIAN ADAMS BOARD MEMBER (AS OF 05/2024) 1.0 0 X 0 0 0 GEOFF RICHARDS BOARD MEMBER 1.0 0 X 0 0 0 HAROLD MILLS BOARD MEMBER 1.0 0 X 0 0 0 LISA SCHULTZ BOARD MEMBER (THRU 05/2024) 1.0 0 X 0 0 0 MARK JONES BOARD MEMBER (THRU 05/2024) 1.0 0 X 0 0 0 SANDY HOSTETTER VP, ASSET DEVELOP/BOARD MEMBER (THRU 05/2024) 40.0 0 X 258750 0 11072 SCOTT BOYD BOARD MEMBER 1.0 0 X 0 0 0 CHRISTINA CARRIER CHIEF FINANCIAL OFFICER (AS OF 05/2024) 40.0 3.0 X 129336 0 9430 MARK SHAMLEY VP OF COMMUNITY IMPACT 40.0 5.0 X 195526 0 9441 DIONNE COLEMAN DIRECTOR OF DEVELOPMENT 40.0 0 X 127041 0 28597 KRISTIN FALCON DIRECTOR OF FINANCE 40.0 3.0 X 112439 0 20422 995734 0 112383 6 false true false LEGACY CAFE AT WEST LAKES 710 S TAMPA AVENUE SUITE 109 ORLANDO FL 32805 CATERING 100315 1 256002 1250000 3898145 5404147 FACILITY USE FEES 900099 53046 53046 LEASE REVENUE 900099 27273 27273 0 0 0 0 80319 261043 261043 0 0 0 0 33992 256002 94693 -60701 -60701 ADMIN/MGMT FEE 900099 34000 34000 MISCELLANEOUS INCOME 900099 406 406 0 0 0 0 34406 5719214 114725 0 200342 1444934 1444934 201819 201819 819618 620349 109250 90019 1523563 1011319 223144 289100 177258 109366 23048 44844 157192 108213 22885 26094 69236 59179 10057 52610 52610 20000 20000 585145 428966 89394 66785 149566 120643 1584 27339 20411 12667 3190 4554 86781 57791 8058 20932 146369 115933 17554 12882 35571 33759 412 1400 262545 252865 8160 1520 12227 8339 2027 1861 46807 37306 4953 4548 OTHER PROGRAM COSTS 64361 64361 Board & Staff Development/Engagement 22001 16101 3936 1964 MEMBERSHIPS & SUBSCRIPTIONS 20183 17571 2087 525 BAD DEBT EXPENSE 3920 3920 5066 417 494 4155 5927183 4745818 582843 598522 4397572 3490379 599325 372900 0 0 10560824 10675915 74442 193890 4217165 18849 4210542 4198316 0 0 661192 593389 20503897 19524789 90115 538520 1290909 1266269 0 1250000 0 620253 675349 3251277 2480138 X 16211252 16210115 1041368 834536 17252620 17044651 20503897 19524789 -207969 0 X false true true false X 2639577 3570258 7374984 5171515 5404147 24160481 0 0 2639577 3570258 7374984 5171515 5404147 24160481 4643074 19517407 42892 57958 137656 233154 261043 732703 0 5755 10000 0 0 406 16161 24909345 1088908 0.78354 0.83685 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 5755.0, COLUMN B - 10000.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 406.0, COLUMN F - 16161.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 5907183 5927183 446359 0 111590 0 0 467442 446359 913801 1370702 26802 20000 46802 116860 111590 228450 342675 0 0 Schedule C, Part II-A, Line 1a, Column (b) THE FILING ORGANIZATION ENGAGED GRAY ROBINSON FOR EXECUTIVE AND LEGISLATIVE LOBBYING SERVICES IN THE AMOUNT OF $20,000. 4156032 4156032 61133 18849 42284 4198316 Federal Income Taxes LEASE LIABILITIES 588807 REFUNDABLE ADVANCES 86542 675349 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote LIFT ORLANDO AND WLHWC ARE 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. LOGP AND LOSLP ELECTED TO BE TREATED AS TAXABLE CORPORATIONS UNDER PROVISIONS OF THE IRC AND THE FLORIDA INCOME TAX CODE AND ARE SUBJECT TO FEDERAL AND STATES TAXES. THE PROVISION FOR INCOME TAXES 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 STATEMENTS OF FINANCIAL POSITION DATE. THERE ARE NO DEFERRED TAX ASSETS OR LIABILITIES AT DECEMBER 31, 2024 AND 2023. 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 ORGANIZATION'S TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. Legacy in Bloom Women's Luncheon 111725 99960 11765 8257 21309 Love is Local Summit 178269 156042 22227 5622 18771 40734 0 289994 256002 33992 5622 27028 62043 94693 -60701 true ADVENTHEALTH FOUNDATION INC 800 N MAGNOLIA AVE 6 FL ORLANDO FL 32803 592219301 501(C)(3) 375000 SUPPORT EARLY LEARNING COLLABORATIVE AND OPERATIONAL FUNDING WEST LAKES HWC INC 710 S TAMPA AVE STE 209 ORLANDO FL 32805 863479633 501(C)(3) 300000 4547 ACTUAL LIFT'S FINANCIAL WELLBEING CENTER LEASEHOLD IMPROVEMENTS TO WLHWC AS ACCOUNTING OWNER SUPPORT FOR THE HEART OF WEST LAKES WELLNESS CENTER LEGENDS ACADEMY PO BOX 2031 ORLANDO FL 32802 593662275 501(C)(3) 250500 TEACHER APPRECIATION AND OPERATIONAL SUPPORT WEST LAKES PARTNERSHIP INC 1221 COLONIAL DR ORLANDO FL 32804 810876563 501(C)(3) 159400 COMMUNITY ENGAGEMENT/OUTREACH AND SUPPORT OF WEST LAKES RESIDENTIAL PAINT BEAUTIFIFICATION PROGRAM, WEST LAKES COMMUNITY CLEAN-UP, RECLAIMING THE DREAM HOUSING REHAB PROJECT, LIFT TOGETHER COMMUNITY GRANT EARLY LEARNING SHARED SVCS ALLIANCE INC 2605 COCHISE TRL WINTER PARK FL 32789 871309240 501(C)(3) 120000 BACK OFFICE ADMINISTRATIVE SERVICE AND BUSINESS COACHING FOR EARLY LEARNING CENTERS EARLY LEARNING CONNECTIONS INC 1102 26TH ST ORLANDO FL 32805 993390737 501(C)(3) 18500 CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS. BOYS & GIRLS CLUB OF CENTRAL FLORIDA INC 101 E COLONIAL DR ORLANDO FL 32801 590951887 501(C)(3) 13000 SPONSORSHIP FOR ANNIE THE REMIX PERFORMANCE AT DR. PHILLIPS PERFORMING ARTS CENTER GOODWILL INDUSTRIES OF CNTR FL INC 7531 S ORNG BLOSSOM TRL ORLANDO FL 32809 590908166 501(C)(3) 10000 SUPPORT IMPLEMENTATION OF THE GOODWILL PROSPERITY PLATFORM WITHIN LIFT ORLANDO'S WEST LAKES FINANCIAL WELLBEING CENTER LAKE SUNSET NEIGHBORHOOD ASSOC INC PO BOX 550146 ORLANDO FL 32855 593370072 501(C)(3) 9000 WEST LAKES NEIGHBORHOOD ASSOCIATION SUPPORT CLEARLAKE BUNCHE MANORHOLLANDO HOA 2127 MONTE CARLO TRAIL ORLANDO FL 32805 371522272 7500 WEST LAKES NEIGHBORHOOD ASSOCIATION SUPPORT CLEAR LAKE COVE NEIGHBORHOOD ASSOC 1136 MARTIN L KING DR ORLANDO FL 32805 844923694 7500 WEST LAKES NEIGHBORHOOD ASSOCIATION SUPPORT LAKE LORNA DOONE NEIGHBORHOOD ASSOC 43 HALBE AVE ORLANDO FL 32805 844432023 7500 WEST LAKES NEIGHBORHOOD ASSOCIATION SUPPORT LAKE MANN ESTATES NEIGHBORHOOD 436 S COTTAGE HILL ROAD ORLANDO FL 32805 474065788 501(C)(3) 7500 WEST LAKES NEIGHBORHOOD ASSOCIATION SUPPORT CHARITY LEARNING ACADEMY INC 725 S GOLDWYN AVE ORLANDO FL 32805 460774101 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS CHARLI'S PRECIOUS ANGELS HOME DAYCARE 861 W LAKE MANN DRIVE ORLANDO FL 32805 472936681 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS CHILDREN'S LEGACY CHRISTIAN ACADEMY LLC 1408 W MICHIGAN ST ORLANDO FL 32805 863228377 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS DREAMS COME TRUE CHILDCARE JW 3195 WEST CENTRAL BLVD ORLANDO FL 32805 473229082 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS GENERATIONS OF LEADERS LEARNING CENTER LLC 1430 W KALEY AVE ORLANDO FL 32805 843603613 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS GMA'S CHILDCARE AND LEARNING CENTER INC 2385 WEST CHURCH ST ORLANDO FL 32805 822074183 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS GREATER TOMORROW CHRISTIAN ACADEMY 16 S DOLLINS AVE ORLANDO FL 32805 030604866 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS GREAT MINDS ACADEMY LLC 1264 S RIO GRANDE AVE ORLANDO FL 32805 850615283 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS KIDZVILLE ACADEMY INC 1800 W WASHINGTON ST ORLANDO FL 32805 474618793 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS LITTLE PEOPLE LEARNING CENTER INC 1033 W MICHIGAN ST ORLANDO FL 32805 010778735 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS MT SINAI CHILD DEVELOPMENT CENTER 2610 ORANGE CENTER BLVD ORLANDO FL 32805 352477326 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS NU GENERATION ACADEMY 1225 25TH STREET ORLANDO FL 32805 471590104 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS PLAY LAUGH & GROW LEARNING ACADEMY INC 2395 W CHURCH STREET ORLANDO FL 32805 411412220 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS RAE OF SUNSHINE 624 BETHUNE DR ORLANDO FL 32805 474780528 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS RAISING ANGELS CHILD DEVELOPMENT INC 1720 S RIO GRANDE AVE ORLANDO FL 32805 201345727 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS SUPERSTAR'S ACADEMY LEARNING CENTER INC 422 S PARRAMORE AVE ORLANDO FL 32805 300588202 6150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS ABSOLUTE EXCELLENCE PREPARATORY ACADEMY 1815 W WASHINGTON ST ORLANDO FL 32805 830952151 6000 CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS ROCKLAKE HOMEOWNERS' ASSOCIATION 551 N DOLLINS AVE ORLANDO FL 32805 593427922 6000 WEST LAKES NEIGHBORHOOD ASSOCIATION SUPPORT SPRING LAKE MANOR HOMEOWNERS ASSOCIATION 605 KITTRIDGE DRIVE ORLANDO FL 32805 832127344 6000 WEST LAKES NEIGHBORHOOD ASSOCIATION SUPPORT KINGDOM KIDS DEVELOPMENT CENTER 291 WILSON AVE ORLANDO FL 32805 822661274 5150 TEACHER APPRECIATION AND CURRICULUM ENHANCEMENTS, BUSINESS IMPROVEMENTS AND/OR FACILITY REFRESHERS 10 23 EDUCATION SCHOLARSHIPS 22 130569 SMALL BUSINESS COHORT PARTICIPATION 20 70400 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds LIFT ORLANDO PRIORITIZES ORGANIZATIONS AND NONPROFITS THAT FOCUS ON SERVING THE RESIDENTS OF THE COMMUNITIES OF WEST LAKES AND 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. X X X X false false false false false false false false false EDWARD MORATIN PRESIDENT 172642 0 0 0 0 0 7200 0 26221 0 206063 0 0 0 SANDY HOSTETTER VP, ASSET DEVELOP/BOARD MEMBER (THRU 05/2024) 225000 0 33750 0 0 0 9525 0 1547 0 269822 0 0 0 MARK SHAMLEY VP OF COMMUNITY IMPACT 169493 0 26033 0 0 0 0 0 9441 0 204967 0 0 0 DIONNE COLEMAN DIRECTOR OF DEVELOPMENT 112641 0 14400 0 0 0 2791 0 25806 0 155638 0 0 0 Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 719,305 including grants of $ 318,397)(Revenue $ 77,452) 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. ADDITIONALLY, THE HEART OF WEST LAKES WELLNESS CENTER SERVED AS AN ACTIVE HUB OF COMMUNITY ACTIVITY AND PARTNERSHIP PROGRAMMING, HOLDING APPROXIMATELY 80 EVENTS THAT BROUGHT RESIDENTS TOGETHER AND PROMOTED ACCESS TO HEALTH SERVICES, INCLUDING THOSE FROM COMMUNITY HEALTH CENTER'S ONSITE CLINIC. THROUGH OUR PARTNERSHIP WITH FLORIDA BLUE, WE OFFERED WEEKLY FITNESS CLASSES, MENTAL HEALTH SESSIONS, A JUNETEENTH 3K WALK, AND MONTHLY MAMMOGRAM AND BLOOD DONATION OPPORTUNITIES THROUGH ONEBLOOD. FURTHERMORE, LIFT SUPPORTED COMMUNITY ENGAGEMENT EFFORTS SUCH AS THE WEST LAKES COMMUNITY CLEAN-UP, WHICH FACILITATED TWO CLEAN-UP EFFORTS IN 2024. IN 2024, LIFT RESUMED THE INTERIOR BUILD-OUT OF THE 1,900 SQ. FT. FINANCIAL WELLBEING CENTER, LOCATED ON THE FIRST FLOOR OF THE HEART OF WEST LAKES WELLNESS CENTER. THE TEAM COLLABORATED WITH PROJECT ARCHITECTS TO UPDATE THE DESIGN TO MEET CURRENT PROGRAMMING NEEDS, INCLUDING THE ADDITION OF A PODCAST STUDIO. CONSTRUCTION BEGAN IN OCTOBER 2024. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 357,565 including grants of $ 85,400) ECONOMIC VIABILITY: 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, RESUME ASSISTANCE, AS WELL AS THE RESEARCH, DATA, AND PLANNING TO SUPPORT THIS WORK. LIFT'S SMALL BUSINESS INSTITUTE (SBI) ACCELERATOR PROGRAM, CHANNELED SMALL BUSINESSES INTO ITS FRAMEWORK, OFFERING ONE-ON-ONE BUSINESS DEVELOPMENT, STRATEGIC PLANNING, AND SUBGRANTS WHILE FOSTERING LONG-TERM MENTORSHIP AND CONNECTIONS. AFTER RECEIVING 51 APPLICATIONS AND INTERVIEWING 44 CANDIDATES, 21 PARTICIPANTS WERE SELECTED. OVER EIGHT WEEKS, SIX SUBJECT-MATTER EXPERTS LED SESSIONS ON BUSINESS DEVELOPMENT, CONCLUDING WITH A PITCH COMPETITION. ALL PARTICIPANTS COMPLETED FEEDBACK SURVEYS, GIVING THE PROGRAM AN AVERAGE RATING OF 4.89 OUT OF 5. SURVEY RESULTS SHOWED 100% WOULD RECOMMEND THE PROGRAM, 93% REPORTED INCREASED BUSINESS KNOWLEDGE, AND PARTICIPANTS VALUED THE NETWORKING, DYNAMIC SPEAKERS, AND COLLABORATIVE LEARNING ENVIRONMENT. ADDITIONALLY, LIFT ORLANDO'S LONG-TERM PARTNERSHIP WITH GOODWILL INDUSTRIES OF CENTRAL FLORIDA OFFERS ONE-ON-ONE INDIVIDUAL AND FAMILY FINANCIAL COACHING AND SUPPORT TO 32805 RESIDENTS. BY DECEMBER 2024, AMONG THE PROGRAM'S 56 MEMBERS, 36% COMPLETED A BUDGET, 41% INCREASED A MINIMUM OF ONE BENCHMARK GOODWILL INDUSTRIES' IMPACT MEASUREMENT PLATFORM, 71% OF UNBANKED PARTICIPANTS BECAME BANKED OR INCREASED USE OF FINANCIAL SERVICES PRODUCT, AND 29% INCREASED SAVINGS WITH AN AVERAGE AMOUNT OF SAVINGS INCREASED BY $4,961. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL STATEMENT ACKNOWLEDGING UNDERSTANDING OF THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION DETERMINATIONS FOR THE PRESIDENT WERE 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, Line 18 How forms are made available to the public THE FORM 990 IS AVAILABLE ON GUIDESTAR, CHARITY NAVIGATOR AND CENTRAL FLORIDA FOUNDATION WEBSITES. Form 990, Part VI, Line 19 Required documents available to the public THE ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. LIFT ORLANDO COMMUNITY DEVELOPMENT LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 DEVELOPMENT FL 0 3525460 LIFT ORLANDO INC LIFT ORLANDO COMMUNITY LAND LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 HOLD PROPERTY FL 34773 4471128 LIFT ORLANDO INC LIFT ORLANDO IMPACT INVESTMENT FUND MANAGER LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 320507107 MANAGEMENT FL 0 0 LIFT ORLANDO INC GUINYARD & GRAHAM LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 DEVELOPMENT DE 0 0 LIFT ORLANDO INC CATALYST 1955 LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 MANAGEMENT FL 0 0 LIFT ORLANDO IMPACT INVESTMENT FUND LLC HEALTH HOLDING I LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 MANAGEMENT FL 0 0 LIFT ORLANDO IMPACT INVESTMENT FUND LLC WEST LAKES HWC INC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 863479633 SUPPORT ORGANIZATION FL 501(c)(3) Type I LIFT ORLANDO INC true WEST LAKES PHASE I LP 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 371782817 PROPERTY MANAGEMENT FL LIFT ORLANDO GP LLC Excluded -42 1036127 false 0 true 0.00005 WEST LAKES PHASE II LP 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 611763525 PROPERTY DEVELOPMENT FL LIFT ORLANDO INC Excluded -3 494596 false 0 true 0.0002 LIFT ORLANDO IMPACT INVESTMENT FUND LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 814062133 PROPERTY MANAGEMENT FL LIFT ORLANDO IMPACT INVESTMENT FUND MANAGER LLC Excluded 0 0 false 0 true 0 LIFT ORLANDO GP LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 830898539 MANAGEMENT FL LIFT ORLANDO INC C Corporation 0 506446 1 true LIFT ORLANDO PHASE II SLP LLC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 830904217 DEVELOPMENT FL LIFT ORLANDO INC C Corporation 51398 85313 1 true false true false false false false false false false false true true false true true false true false false WEST LAKES HWC INC B 304547 ACTUAL WEST LAKES HWC INC K 140008 ACTUAL WEST LAKES HWC INC Q 59313 ACTUAL