LOW INCOME INVESTMENT FUND

SAN FRANCISCO, CA, 94105-2950 (415) 772-9094 Est. 1984 EIN 94-2952578
L820— Housing & Shelter Form 990 501(c)(3)
www.liifund.org

Mission

SEE SCHEDULE O

Giving Portfolio

Total Grants
1,176
Total Giving
$108.3M
Recipients
1,167
Years Active
2017 - 2022
Avg grant: $186,811 Median: $32,850

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
2022139$48.0M $345K5880
2021152$12.3M $81K8368
2020793$30.1M $38K73948
201966$9.4M $143K5510
201726$8.5M $327K260

Sectors Funded

Human Services
103
Education
43
Philanthropy & Grantmaking
22
Housing & Shelter
16
Community Improvement
15
Religion-Related
14
Unknown
6
Youth Development
6
and 8 more sectors

Top States

California
612
District of Columbia
330
New York
152
Maryland
22
Georgia
15
Tennessee
12
Illinois
10
Colorado
7
and 9 more states

Grantee Size Profile

$1M - $5M
90
$10M - $50M
58
Over $50M
50
$5M - $10M
29
$500K - $1M
26
$100K - $500K
20
Under $100K
5

Top Grantees

Page 1 of 3
$7.9M
CA - 3 grants
$4.4M
CA - 5 grants
$2.8M
KIDS ARE PEOPLE TOO CDC
DC - 2 grants
$2.4M
$2.1M

Grants Awarded · 321 grants

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Financials

Total Revenue
$107,952,700
Total Expenses
$102,910,131
Net Assets
$156,374,115
155 employees 13 volunteers
From latest filing (tax period ending 2023-06-30)

Financial Health

Operating Reserve
18.2 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 76.5%
Expenses ↑ 89.4%
Revenue Sources
Contributions 64.7% Earned revenue 32.6% Investment 2.3%
Expense Breakdown
Program 86.1% Management 11.4% Fundraising 2.5%

Officers & Trustees (25)

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Filing History (5 filings)

YearRevenueExpensesNet Assets
2022 Form 990
Jul 1, 2022 to Jun 30, 2023
$107,952,700 $102,910,131$156,374,115
2021 Form 990
Jul 1, 2021 to Jun 30, 2022
$61,156,061 $54,325,184$158,029,677
2020 Form 990
Jul 1, 2020 to Jun 30, 2021
$85,259,103 $70,441,766$151,702,361
2019 Form 990
Jul 1, 2019 to Jun 30, 2020
$61,092,454 $47,402,752$137,139,364
2017 Form 990
Jul 1, 2017 to Jun 30, 2018
$42,684,596 $37,400,826$112,684,041

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EIN: 94-2952578 · Source: IRS Form 990 e-file data