Lift-levantate

Nonprofit profile at a glance

EIN
263584878
IRS 990 coverage
2010–2015
Forms available
Form 990 2015, Form 990-N 2009
Location
San Rafael, CA, USA
Phone
4155071564
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Eating Disorder, Addiction

Official website

Reported finances

Revenue
$150,957
Expenses
$143,533
Assets
$0
Liabilities
$57,450

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • GEORGE SEARCY (PRESIDENT)

People named in this filing

  • MARY SACKETT (VICE PRESIDE)
  • GEORGE SEARCY (PRESIDENT)
  • KARA CONNORS (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Lift-levntate is a non-profit organization dedicated to building healthy, equitable communities. We address the most challenging health and wellness issues confronting families in lower socio-economic areas, especially populations that face steeper cultural challenges than their peers. Lift's goal is to reduce lifestyle-related and other chronic diseases such as obesity, type 2 diabetes and hypertension that disproportionately affect these communities.

What it reported doing in 2015

Our mission is to provide the tools, knowledge, experiences and support necessary to empower teens and their families to create a life of health, vitality and positive self-esteem.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 90
  • Accountability: 64
  • Sustainability: 35
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.3%; rating input score 83
  • Program expense ratio: 89.9%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 4.9%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 73; 73rd percentile among comparable filings

Growth

  • Program expense growth: -51.6% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 7.5% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 10.8% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 83.3% of revenue deployed · 89.9% of spending went to programs
  • Governance: 6 of 6 board members independent · 1 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $129K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2010 to 2015
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.