Totals
- Total revenue
- $304,686,794
- Total expenses
- $299,901,501
- Contributions and grants received
- $289,958,451
- Grants paid
- $175,728
- Program service revenue
- $12,582,058
- Investment income
- $1,704,502
- Other revenue
- $441,783
- Total assets, end of year
- $587,652,175
- Total liabilities, end of year
- $530,669,616
- Net assets or fund balances, end of year
- $56,982,559
- Program services expenses (Part IX)
- $287,968,961
- Management and general expenses
- $11,412,699
- Fundraising expenses
- $519,841
- Program service expenses (Part III)
- $287,968,961
Program services were 96.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$284,753,004
-
1f · All other contributions, gifts and grants
$5,205,447
-
1g · Noncash contributions included above
$36,406
-
2a · Program service revenue: NATIONAL SCHOOL LUNCH PROGRAM
total $12,582,058 · related or exempt $12,582,058
-
3 · Investment income
total $1,704,502 · excluded $1,704,502
-
6a · Gross rents
real property $53,881
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $53,881
-
6d · Net rental income or loss
total $53,881 · excluded $53,881
-
11a · Other revenue: MISCELLANOUS SCHOOL REVENUE
total $387,902 · excluded $387,902
-
11e · Other revenue, total
$387,902
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $175,728 · program services $175,728
-
5 · Compensation of officers, directors and key employees
total $2,278,633 · program services $750,030 · management and general $1,337,361 · fundraising $191,242
-
7 · Other salaries and wages
total $168,690,438 · program services $163,696,853 · management and general $4,729,678 · fundraising $263,907
-
8 · Pension plan contributions
total $8,696,063 · program services $8,555,661 · management and general $133,260 · fundraising $7,142
-
9 · Other employee benefits
total $10,694,487 · program services $10,600,774 · management and general $85,953 · fundraising $7,760
-
10 · Payroll taxes
total $2,725,256 · program services $2,631,035 · management and general $87,777 · fundraising $6,444
-
11b · Fees: legal
total $393,450 · management and general $393,450
-
11c · Fees: accounting
total $95,766 · management and general $95,766
-
11g · Fees: other
total $32,818,795 · program services $29,684,771 · management and general $3,095,879 · fundraising $38,145
-
13 · Office expenses
total $1,059,352 · program services $1,058,144 · management and general $59 · fundraising $1,149
-
14 · Information technology
total $7,862,868 · program services $7,701,908 · management and general $160,960
-
16 · Occupancy
total $7,153,731 · program services $7,143,011 · management and general $10,720
-
17 · Travel
total $2,143,282 · program services $2,043,287 · management and general $99,718 · fundraising $277
-
20 · Interest
total $16,849,016 · program services $16,849,016
-
22 · Depreciation, depletion and amortization
total $15,372,259 · program services $15,372,259
-
23 · Insurance
total $1,708,421 · program services $1,708,421
-
24a · Other expenses: CHILD NUTRITION PROGRAM
total $9,561,553 · program services $9,561,553 · management and general $0 · fundraising $0
-
24b · Other expenses: TEXTBOOKS, CURRICULUM S
total $3,722,869 · program services $3,722,869 · management and general $0 · fundraising $0
-
24c · Other expenses: GENERAL SUPPLIES & MATE
total $2,365,801 · program services $2,307,324 · management and general $56,956 · fundraising $1,521
-
24d · Other expenses: BUILDING MAINTENANCE SU
total $1,044,133 · program services $1,044,133 · management and general $0 · fundraising $0
-
24e · All other expenses
total $4,489,600 · program services $3,362,184 · management and general $1,125,162 · fundraising $2,254
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $59,613,357 · end of year $57,728,631
-
2 · Savings and temporary cash investments
beginning of year $32,176,970 · end of year $68,525,478
-
3 · Pledges and grants receivable
beginning of year $272,325 · end of year $366,667
-
4 · Accounts receivable
beginning of year $44,036,440 · end of year $47,461,907
-
10a · Land, buildings and equipment: cost or other basis
$521,683,996
-
10b · Land, buildings and equipment: accumulated depreciation
$119,958,501
-
10c · Land, buildings and equipment, net
beginning of year $380,565,275 · end of year $401,725,495
-
14 · Intangible assets
beginning of year $11,328,892 · end of year $10,603,500
-
15 · Other assets
beginning of year $1,411,486 · end of year $1,240,497
-
17 · Accounts payable and accrued expenses
beginning of year $21,631,694 · end of year $25,464,423
-
19 · Deferred revenue
beginning of year $1,086,116 · end of year $1,386,356
-
20 · Tax-exempt bond liabilities
beginning of year $415,985,000 · end of year $471,790,000
-
23 · Secured mortgages and notes payable
beginning of year $13,694,852 · end of year $11,000,000
-
25 · Other liabilities
beginning of year $24,809,817 · end of year $21,028,837
-
27 · Net assets without donor restrictions
beginning of year -$7,282,718 · end of year -$15,480,892
-
28 · Net assets with donor restrictions
beginning of year $59,479,984 · end of year $72,463,451
Mission and programs · 2022
Mission
UPLIFT EDUCATION'S MISSION IS TO CREATE AND SUSTAIN PUBLIC SCHOOLS OF EXCELLENCE THAT EMPOWER EACH STUDENT TO REACH THEIR HIGHEST POTENTIAL IN COLLEGE AND THE GLOBAL MARKETPLACE AND THAT INSPIRE IN THE STUDENTS A LIFE-LONG LOVE OF LEARNING, ACHIEVEMENT, AND SERVICE IN ORDER TO POSITIVELY CHANGE THEIR WORLD.
Activities or mission (Part I)
UPLIFT EDUCATION'S MISSION IS TO CREATE AND SUSTAIN PUBLIC SCHOOLS OF EXCELLENCE THAT EMPOWER EACH STUDENT TO REACH THEIR HIGHEST POTENTIAL IN COLLEGE AND THE GLOBAL MARKETPLACE AND THAT INSPIRE IN STUDENTS A LIFE-LONG LOVE OF LEARNING, ACHIEVEMENT, AND SERVICE IN ORDER TO POSITIVELY CHANGE THEIR WORLD.
-
DURING THE FISCAL YEAR ENDING JUNE 30, 2023, UPLIFT EDUCATION OPERATED 1 OPEN-ENROLLMENT CHARTER WITH 45 SCHOOLS AT 21 CAMPUSES, WHICH TOGETHER HAD AN ENROLLMENT OF APPROXIMATELY 23,082 STUDENTS IN GRADES PRE-K THROUGH 12.
Expenses $287,968,961 · Grants $175,728 · Revenue $12,582,058
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cameron JohnsonCAMERON JOHNSON
CHAIR, REAL ESTATE AND SCHOOL DEVELOPMENT COMMITTE
- Total calculated
- $0
- Hours/week
- 1
-
Andre McEwingANDRE MCEWING
CHAIR, FORT WORTH ADVISORY BOARD
- Total calculated
- $0
- Hours/week
- 1
-
John McPhersonJOHN MCPHERSON
CHAIR, STRATEGIC PLANNING COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Lael C MelvilleDR LAEL C MELVILLE
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Michael StackMICHAEL STACK
CHAIR, FINANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
James StantonJAMES STANTON
CHAIR, ADVOCACY COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ed TauricED TAURIC
CHAIR, AUDIT COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Callum ClarkCALLUM CLARK
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
John BeckertJOHN BECKERT
CHAIR, DEVELOPMENT COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dawn DavidsonDAWN DAVIDSON
CHAIR, GOVERNANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Pilar DaviesPILAR DAVIES
CO-CHAIR, SCHOOL ENGAGEMENT COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ricky GarciaRICKY GARCIA
AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Christine VandeveldeCHRISTINE VANDEVELDE
CO-CHAIR, SCHOOL ENGAGEMENT COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Yasmin BhatiaYASMIN BHATIA
CHIEF EXECUTIVE OFFICER
- Total calculated
- $314,012
- From this org
- $289,052
- From related orgs
- $0
- Other
- $24,960
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $289,052
- Bonus
- $0
- Other
- $0
- Deferred
- $24,960
- Nontaxable benefits
- $0
- Filer's total
- $314,012
-
Johnny DeasJOHNNY DEAS
CHIEF OPERATIONS OFFICER
- Total calculated
- $217,134
- From this org
- $199,334
- From related orgs
- $0
- Other
- $17,800
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,334
- Bonus
- $0
- Other
- $0
- Deferred
- $17,800
- Nontaxable benefits
- $0
- Filer's total
- $217,134
-
Alexander BerkALEXANDER BERK
CHIEF LEGAL OFFICER
- Total calculated
- $223,009
- From this org
- $205,754
- From related orgs
- $0
- Other
- $17,255
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,754
- Bonus
- $0
- Other
- $0
- Deferred
- $17,255
- Nontaxable benefits
- $0
- Filer's total
- $223,009
-
James JahnkeJAMES JAHNKE
CHIEF FINANCIAL OFFICER
- Total calculated
- $147,527
- From this org
- $135,546
- From related orgs
- $0
- Other
- $11,981
- Hours/week
- 40
-
Remy WashingtonREMY WASHINGTON
CHIEF ACADEMIC OFFICER
- Total calculated
- $249,119
- From this org
- $228,779
- From related orgs
- $0
- Other
- $20,340
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,779
- Bonus
- $0
- Other
- $0
- Deferred
- $20,340
- Nontaxable benefits
- $0
- Filer's total
- $249,119
-
Anne EricksonANNE ERICKSON
CHIEF PEOPLE OFFICER
- Total calculated
- $215,547
- From this org
- $198,292
- From related orgs
- $0
- Other
- $17,255
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,292
- Bonus
- $0
- Other
- $0
- Deferred
- $17,255
- Nontaxable benefits
- $0
- Filer's total
- $215,547
-
Deborah BinghamDEBORAH BINGHAM
CHIEF EXTERNAL AFFAIRS OFFICER
- Total calculated
- $245,754
- From this org
- $227,954
- From related orgs
- $0
- Other
- $17,800
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,954
- Bonus
- $0
- Other
- $0
- Deferred
- $17,800
- Nontaxable benefits
- $0
- Filer's total
- $245,754
-
John GaskoJOHN GASKO
CHIEF WELL-BEING & SEL OFFICER
- Total calculated
- $180,464
- From this org
- $163,716
- From related orgs
- $0
- Other
- $16,748
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,716
- Bonus
- $0
- Other
- $0
- Deferred
- $16,748
- Nontaxable benefits
- $0
- Filer's total
- $180,464
-
Leslie BerlinLESLIE BERLIN
CHIEF FINANCIAL OFFICER
- Total calculated
- $0
- Hours/week
- 40
-
Michael CarboneMICHAEL CARBONE
CHIEF OF SCHOOLS
- Total calculated
- $181,658
- From this org
- $167,448
- From related orgs
- $0
- Other
- $14,210
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,448
- Bonus
- $0
- Other
- $0
- Deferred
- $14,210
- Nontaxable benefits
- $0
- Filer's total
- $181,658
-
Hannah W MensahHANNAH W MENSAH
MANAGING DIRECTOR
- Total calculated
- $157,920
- From this org
- $146,614
- From related orgs
- $0
- Other
- $11,306
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,614
- Bonus
- $0
- Other
- $0
- Deferred
- $11,306
- Nontaxable benefits
- $0
- Filer's total
- $157,920
-
Kecia F ClarkKECIA F CLARK
MANAGING DIRECTOR
- Total calculated
- $155,984
- From this org
- $143,804
- From related orgs
- $0
- Other
- $12,180
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,804
- Bonus
- $0
- Other
- $0
- Deferred
- $12,180
- Nontaxable benefits
- $0
- Filer's total
- $155,984
-
Rafael M DominguezRAFAEL M DOMINGUEZ
MANAGING DIRECTOR
- Total calculated
- $174,101
- From this org
- $161,413
- From related orgs
- $0
- Other
- $12,688
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,413
- Bonus
- $0
- Other
- $0
- Deferred
- $12,688
- Nontaxable benefits
- $0
- Filer's total
- $174,101
-
Tracy R OdomTRACY R ODOM
ACADEMIC DIRECTOR
- Total calculated
- $165,594
- From this org
- $154,314
- From related orgs
- $0
- Other
- $11,280
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,314
- Bonus
- $0
- Other
- $0
- Deferred
- $11,280
- Nontaxable benefits
- $0
- Filer's total
- $165,594
-
Angela TristanANGELA TRISTAN
SR DIRECTOR - CAMPUS SUPPORT
- Total calculated
- $165,179
- From this org
- $153,608
- From related orgs
- $0
- Other
- $11,571
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,608
- Bonus
- $0
- Other
- $0
- Deferred
- $11,571
- Nontaxable benefits
- $0
- Filer's total
- $165,179
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441289349303754
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