Lifting Generations INC: Nonprofit Profile, Financials & Form 990 (EIN 80-0001164)

Is it real?

Yes. Never revoked by the IRS. Files the 990-N e-Postcard (latest 2021). Last full Form 990: 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

86%

Program services 86% · $980K Management & general 8% · $86K Fundraising 6% · $73K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Chris Dunn

Chief Operating Officer

$0Pt VII · Sec A

See Lifting Generations INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Builds self-reliance for individuals and families through programs fostering self-sufficiency.

Questions for Lifting Generations INC

Tap to ask. Lifting Generations INC sees how many people are interested.

Your first name shows with your question. Lifting Generations INC answers here, for everyone.

1 program · $980K · in their own filed words · FY2020

01

Lifting generations pursues its objective of building self-reliance for individuals and families through multiple, yet closely related programs. These tools help a client achieve self-sufficiency according to their own abilities, interests, and circumstances.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 80-0001164) · Dispute this line

$980Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2023

Robert a Patterson and Barbara M Patterson Family Memorial FdnFY2023$100

Total grants receivedfrom 1 funder$100

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.4M

Ln 12

Gifts and grantsLn 1h$1.4M

Investment incomeLn 3$21K

Money outPt IX

$1.1M

Ln 25

Programscol B$980K

Managementcol C$86K

Fundraisingcol D$73K

Owns and owesPt X

$0

net assets · Ln 32

Total assetsLn 16$0

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.4M

Noncash giftsLn 1g$466K

Investment incomeLn 3$21K

Total revenueLn 12$1.4M

Assets in detailPt X, end of year

Total assetsLn 16$0

LiabilitiesLn 26$0

Net assetsLn 32$0

OperationsPt I, VI

EmployeesI 54

VolunteersI 6444

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3More from this return

Abroad and in kindSch F, M

Noncash gifts receivedSch M Pt I$465K

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Total assetsLn 16	$1.7M	$0
LiabilitiesLn 26	$192K	$0
Net assetsLn 32	$1.5M	$0

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of officers and key staff (Part IX, line 5)Ln 5	$735K	$603K	$70K	$62K
Legal feesLn 11b	$12K	$11K	$500	$500
Accounting feesLn 11c	$5K	$2K	$2K	$2K
Other fees for servicesLn 11g	$8K	$8K
Advertising and promotionLn 12	$4K	$3K	$421	$420
Office expensesLn 13	$21K	$19K	$1K	$1K
Information technologyLn 14	$22K	$21K	$1K
OccupancyLn 16	$157K	$144K	$6K	$6K
TravelLn 17	$49K	$45K	$4K
Depreciation, depletion and amortizationLn 22	$35K	$35K
Other expenses (24a–d)Ln 24	$91K	$90K	$722	$554
Total functional expensesLn 25	$1.1M	$980K	$86K	$73K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2020 Latest ViewingFiled with the IRS Sep 29, 2021	$1.4M	$1.1M	$309K	$0	990 PDF

Files the 990-N e-Postcard (latest 2021). Last full Form 990: 2020. The 990-N has no money details, and postcard years before 2021 are not published by the IRS.

Schedules filed Part IV

I · Grants M · Noncash O · Explanations

See the full FY2020 990

Part I · Summary $1,447,141 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,426,098$1,426,098

I-9 Program service revenue$0

I-10 Investment incomePrior year $21,043$21,043

I-11 Other revenue$0

I-12 Total revenuePrior year $1,447,141$1,447,141

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $734,653$734,653

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $403,710$403,710

I-18 Total expensesPrior year $1,138,363$1,138,363

I-19 Revenue less expensesPrior year $308,778$308,778

Part VI · Governance 6 of 6 board members independent, 3 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $1,447,141 across 5 lines filed

VIII-1f All other contributions, gifts and grants$1,426,098

VIII-1g Noncash contributions (included above)$465,500

VIII-1h Total contributions, gifts and grants$1,426,098

VIII-3 Investment incomeExcluded from tax $21,043$21,043

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $21,043$1,447,141

Part IX · Statement of functional expenses $1,138,363 across 11 lines filed

IX-5 Pay of officers and key staff (Part IX, line 5)Programs $602,790 · Management $69,810 · Fundraising $62,053$734,653

IX-11b Legal feesPrograms $11,098 · Management $500 · Fundraising $500$12,098

IX-11c Accounting feesPrograms $1,894 · Management $1,603 · Fundraising $1,603$5,100

IX-11g Other fees for servicesPrograms $7,557$7,557

IX-12 Advertising and promotionPrograms $3,391 · Management $421 · Fundraising $420$4,232

IX-13 Office expensesPrograms $18,785 · Management $1,249 · Fundraising $1,249$21,283

IX-14 Information technologyPrograms $21,139 · Management $1,113$22,252

IX-16 OccupancyPrograms $143,700 · Management $6,450 · Fundraising $6,450$156,600

IX-17 TravelPrograms $44,718 · Management $3,813$48,531

IX-22 Depreciation, depletion and amortizationPrograms $35,261$35,261

IX-24 Other expenses (24a–d)Programs $89,520 · Management $722 · Fundraising $554$90,796

IX-25 Total functional expensesPrograms $979,853 · Management $85,681 · Fundraising $72,829$1,138,363

Part X · Balance sheet $0 assets, 4 lines filed

X-16 Total assetsStart of year $1,682,181$0

X-26 Total liabilitiesStart of year $192,122$0

X-32 Total net assets or fund balancesStart of year $1,490,059$0

X-33 Total liabilities and net assetsStart of year $1,682,181$0

Part XI · Reconciliation of net assets $0 net assets at year end

XI-1 Total revenue$1,447,141

XI-2 Total expenses$1,138,363

XI-3 Revenue less expenses$308,778

XI-4 Net assets at start of year$1,490,059

XI-9 Other changes in net assets−$1,798,837

XI-10 Net assets at end of year$0

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.