Nonprofit · EIN 82-5258187
LIFT TO RISE
Tax-exempt · PALM DESERT, CA 92211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,339,690 | $3,396,627 | -$1,056,937 | $22,371,223 | $2,441,552 | $19,929,671 |
| June 30, 2024 | 990 | $7,597,503 | $4,160,036 | $3,437,467 | $23,513,783 | $2,527,323 | $20,986,460 |
| June 30, 2023 | 990 | $34,532,631 | $17,902,377 | $16,630,254 | $18,507,666 | $957,906 | $17,549,760 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,484,956
- of which government grants
- $1,370,000
- Program service revenue
- $396,904
- Investment income
- $457,830
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $391,967
- Other salaries and wages
- $1,143,392
- Salaries, compensation and benefits (total)
- $1,535,359
- Professional fundraising fees
- $0
- Legal fees
- $59,894
- Accounting fees
- $271,677
- Occupancy
- $50,062
- Travel
- $25,555
- Depreciation
- $63,778
- Program services (functional)
- $2,550,289
- Management and general (functional)
- $783,539
- Fundraising (functional)
- $62,799
Balance sheet and other
- Total assets, start of year
- $23,513,783
- Total assets, end of year
- $22,371,223
- Total liabilities, end of year
- $2,441,552
- Net assets, end of year
- $19,929,671
- Land, buildings and equipment
- $2,909,940
- Net assets without donor restrictions
- $7,063,842
- Net assets with donor restrictions
- $12,865,829
- Gross receipts
- $2,339,690
- Employees
- 15
- Volunteers
- 30
- Year formed
- 2018
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER VAIKONA | CEO Officer | 40 | $391,967 | $25,031 |
| MATT HORTON | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARIELA MAGANA CEBALLOS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NADIA VILLAGRAN | IMMEDIATE PAST CHAIR Trustee or director | 5 | $0 | $0 |
| BEATRIZ GONZALEZ INIGUEZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CHRIS KENNEN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JAIME ALONSO | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER VAIKONA | CEO Officer | 40 | $314,918 | $21,600 |
| MATT HORTON | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARIELA MAGANA CEBALLOS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NADIA VILLAGRAN | IMMEDIATE PAST CHAIR Trustee or director | 5 | $0 | $0 |
| BEATRIZ GONZALEZ INIGUEZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CHRIS KENNEN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JAIME ALONSO | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER VAIKONA | CEO Officer | 40 | $277,611 | $48,466 |
| NADIA VILLAGRAN | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BEATRIZ GONZALEZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MATT HORTON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CHRIS KENNEN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JAIME ALONSO | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 75175 MERLE DR STE 100, PALM DESERT, CA 92211-5185
- In care of
- % VEE SOTELO
- Principal officer (990 for 2024)
- HEATHER VAIKONA, 75-175 MERLE DR 100, PALM DESERT, CA 92211
- Signed the 990
- HEATHER VAIKONA, CEO
- Phone
- (760) 636-0420
- Website
- LIFTTORISE.ORG
- Return prepared by
- SMITH MARION & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 82-5258187 or by the name LIFT TO RISE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OExpenses $2,550,289 · revenue $396,904
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 82-5258187
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $22,371,223
- Income (IRS master file)
- $2,339,690
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,339,690 | $3,396,627 | $22,371,223 | IRS |
| 990 | June 2024 | $7,597,503 | $4,160,036 | $23,513,783 | IRS |
| 990 | June 2023 | $34,532,631 | $17,902,377 | $18,507,666 | XML |
| 990 | June 2022 | $56,799,508 | $56,749,705 | $10,036,798 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-5258187).
Questions about LIFT TO RISE
- What is the EIN of LIFT TO RISE?
- The employer identification number (EIN) of LIFT TO RISE is 82-5258187.
- Is LIFT TO RISE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to LIFT TO RISE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFT TO RISE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFT TO RISE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFT TO RISE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIFT TO RISE?
- The 990 for the year ended June 30, 2025 names HEATHER VAIKONA.
- Who are the officers and directors of LIFT TO RISE?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $391,967 (HEATHER VAIKONA, CEO).
- How much revenue does LIFT TO RISE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,339,690, expenses of $3,396,627 and total assets of $22,371,223 at year end.
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