Skip to content
Nonprofiteer
← UPLIFT EDUCATION

Form 990 for tax year 2023

Filed by UPLIFT EDUCATION.

Totals

Total revenue
$332,634,668
Total expenses
$315,162,445
Contributions and grants received
$299,260,872
Grants paid
$453,701
Program service revenue
$14,777,210
Investment income
$18,412,100
Other revenue
$184,486
Total assets, end of year
$590,669,844
Total liabilities, end of year
$516,215,062
Net assets or fund balances, end of year
$74,454,782
Program services expenses (Part IX)
$302,496,068
Management and general expenses
$11,943,238
Fundraising expenses
$723,139
Program service expenses (Part III)
$302,496,068

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.

  • 1c · Fundraising events

    $605,719

  • 1e · Government grants (contributions)

    $290,120,058

  • 1f · All other contributions, gifts and grants

    $8,535,095

  • 1g · Noncash contributions included above

    $67,738

  • 2a · Program service revenue: NATIONAL SCHOOL LUNCH PROGRAM

    total $14,777,210 · related or exempt $14,777,210

  • 3 · Investment income

    total $1,075,374 · excluded $1,075,374

  • 6a · Gross rents

    real property $27,017

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $27,017

  • 6d · Net rental income or loss

    total $27,017 · excluded $27,017

  • 7a · Gross sales of assets other than inventory

    securities $19,603,438

  • 7b · Less cost or other basis and sales expenses

    securities $2,266,712

  • 7c · Gain or loss

    securities $17,336,726

  • 7d · Net gain or loss

    total $17,336,726 · excluded $17,336,726

  • 8a · Fundraising events: gross income

    $38,250

  • 8a · Fundraising events: contributions included on line 1c

    $605,719

  • 8b · Fundraising events: direct expenses

    $303,807

  • 8c · Net income from fundraising events

    total -$265,557 · excluded -$265,557

  • 11a · Other revenue: MISCELLANEOUS SCHOOL REVENUE

    total $313,832 · excluded $313,832

  • 11b · Other revenue: INSURANCE RECOVERY

    total $109,194 · excluded $109,194

  • 11e · Other revenue, total

    $423,026

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $453,701 · program services $453,701

  • 5 · Compensation of officers, directors and key employees

    total $2,104,111 · program services $584,356 · management and general $1,314,853 · fundraising $204,902

  • 7 · Other salaries and wages

    total $176,423,239 · program services $170,532,079 · management and general $5,568,136 · fundraising $323,024

  • 8 · Pension plan contributions

    total $9,496,781 · program services $9,289,652 · management and general $185,708 · fundraising $21,421

  • 9 · Other employee benefits

    total $15,634,190 · program services $15,319,395 · management and general $301,332 · fundraising $13,463

  • 10 · Payroll taxes

    total $2,975,110 · program services $2,586,470 · management and general $380,013 · fundraising $8,627

  • 11b · Fees: legal

    total $255,029 · management and general $255,029

  • 11c · Fees: accounting

    total $68,731 · management and general $68,731

  • 11g · Fees: other

    total $29,413,387 · program services $26,457,953 · management and general $2,830,165 · fundraising $125,269

  • 13 · Office expenses

    total $1,395,677 · program services $1,391,544 · fundraising $4,133

  • 14 · Information technology

    total $7,722,740 · program services $7,500,922 · management and general $207,828 · fundraising $13,990

  • 16 · Occupancy

    total $8,129,604 · program services $8,123,410 · management and general $6,194

  • 17 · Travel

    total $2,185,276 · program services $2,125,332 · management and general $55,638 · fundraising $4,306

  • 20 · Interest

    total $18,155,409 · program services $18,155,409

  • 22 · Depreciation, depletion and amortization

    total $17,730,115 · program services $17,730,115

  • 23 · Insurance

    total $2,018,004 · program services $2,018,004

  • 24a · Other expenses: CHILD NUTRITION PROGRAM

    total $7,505,649 · program services $7,505,649

  • 24b · Other expenses: OTHER OPERATING EXPENSE

    total $5,247,582 · program services $4,601,068 · management and general $643,515 · fundraising $2,999

  • 24c · Other expenses: TEXTBOOKS, CURRICULUM S

    total $4,660,894 · program services $4,660,894

  • 24d · Other expenses: GENERAL SUPPLIES & MATE

    total $1,641,716 · program services $1,611,766 · management and general $28,945 · fundraising $1,005

  • 24e · All other expenses

    total $1,945,500 · program services $1,848,349 · management and general $97,151

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,728,631 · end of year $59,966,815

  • 2 · Savings and temporary cash investments

    beginning of year $68,525,478 · end of year $48,581,305

  • 3 · Pledges and grants receivable

    beginning of year $366,667 · end of year $1,009,520

  • 4 · Accounts receivable

    beginning of year $47,461,907 · end of year $51,818,690

  • 10a · Land, buildings and equipment: cost or other basis

    $557,113,893

  • 10b · Land, buildings and equipment: accumulated depreciation

    $137,938,324

  • 10c · Land, buildings and equipment, net

    beginning of year $401,725,495 · end of year $419,175,569

  • 14 · Intangible assets

    beginning of year $10,603,500 · end of year $9,716,570

  • 15 · Other assets

    beginning of year $1,240,497 · end of year $401,375

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,464,423 · end of year $23,466,160

  • 18 · Grants payable

    beginning of year $1,386,356 · end of year $311,156

  • 19 · Deferred revenue

    beginning of year $471,790,000 · end of year $463,085,000

  • 23 · Secured mortgages and notes payable

    beginning of year $11,000,000 · end of year $10,000,000

  • 25 · Other liabilities

    beginning of year $21,028,837 · end of year $19,352,746

  • 27 · Net assets without donor restrictions

    beginning of year -$15,480,892 · end of year -$15,228,924

  • 28 · Net assets with donor restrictions

    beginning of year $72,463,451 · end of year $89,683,706

Mission and programs · 2023

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, 2024, UPLIFT EDUCATION OPERATED 1 OPEN-ENROLLMENT CHARTER WITH 45 SCHOOLS AT 20 CAMPUSES, WHICH TOGETHER HAD AN ENROLLMENT OF APPROXIMATELY 23,000 STUDENTS IN GRADES PRE-K THROUGH 12

    Expenses $302,496,068 · Grants $453,701 · Revenue $14,777,210

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CAMERON JOHNSON

    CHAIR, REAL ESTATE AND SCHOOL DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • ANDRE MCEWING

    CHAIR, FORT WORTH ADVISORY BOARD

    Total calculated
    $0
    Hours/week
    1

  • JOHN MCPHERSON

    CHAIR, STRATEGIC PLANNING COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • HAROLD MONTGOMERY

    UPLIFT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES STANTON

    CHAIR, ADVOCACY COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • SIMON CHEN

    CHAIR, AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN BECKERT

    CHAIR, DEVELOPMENT & EXTERNAL AFFAIRS COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • RUSTY JAGGERS

    UPLIFT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PILAR DAVIES

    CO-CHAIR SCHOOL ENGAGEMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • RICKY GARCIA

    UPLIFT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE VANDEVELDE

    CO-CHAIR, SCHOOL ENGAGEMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • CULLUM CLARK

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • DR LAEL C MELVILLE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • YASMIN BHATIA

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $373,929
    From this org
    $373,929
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,272
    Bonus
    $46,429
    Other
    $14,228
    Deferred
    $0
    Nontaxable benefits
    $3,546
    Filer's total
    $377,475

  • JOHNNY DEAS

    CHIEF OPERATING OFFICER

    Total calculated
    $256,473
    From this org
    $256,473
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,440
    Bonus
    $30,597
    Other
    $436
    Deferred
    $0
    Nontaxable benefits
    $6,118
    Filer's total
    $262,591

  • ALEXANDER BERK

    SECRETARY

    Total calculated
    $221,627
    From this org
    $221,627
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,029
    Bonus
    $0
    Other
    $598
    Deferred
    $0
    Nontaxable benefits
    $4,924
    Filer's total
    $226,551

  • LESLIE BERLIN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $199,542
    From this org
    $199,542
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,547
    Bonus
    $9,997
    Other
    $998
    Deferred
    $0
    Nontaxable benefits
    $4,089
    Filer's total
    $203,631

  • REMY WASHINGTON

    CHIEF ACADEMIC OFFICER

    Total calculated
    $231,759
    From this org
    $231,759
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,226
    Bonus
    $0
    Other
    $533
    Deferred
    $0
    Nontaxable benefits
    $4,943
    Filer's total
    $236,702

  • DEBORAH BIGHAM

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $229,225
    From this org
    $229,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,629
    Bonus
    $0
    Other
    $596
    Deferred
    $0
    Nontaxable benefits
    $274
    Filer's total
    $229,499

  • W STUBBS

    SR DIRECTOR-WELL BEING

    Total calculated
    $180,076
    From this org
    $173,976
    From related orgs
    $0
    Other
    $6,100
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,196
    Bonus
    $17,206
    Other
    $574
    Deferred
    $0
    Nontaxable benefits
    $6,100
    Filer's total
    $180,076

  • KAREN ROATH

    SR DIRECTOR-TALENT MANAGEMENT

    Total calculated
    $172,860
    From this org
    $167,992
    From related orgs
    $0
    Other
    $4,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,751
    Bonus
    $25,787
    Other
    $454
    Deferred
    $0
    Nontaxable benefits
    $4,868
    Filer's total
    $172,860

  • ANNE MCCALL

    CHIEF PEOPLE OFFICER

    Total calculated
    $227,989
    From this org
    $227,989
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,013
    Bonus
    $6,543
    Other
    $433
    Deferred
    $0
    Nontaxable benefits
    $5,025
    Filer's total
    $233,014

  • JOHN GASKO

    CHIEF WELL BEING & SEL OFFICER

    Total calculated
    $213,531
    From this org
    $213,531
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,933
    Bonus
    $0
    Other
    $598
    Deferred
    $0
    Nontaxable benefits
    $6,132
    Filer's total
    $219,663

  • PRISCILLA COLLINS-PARHMS

    DY. CHIEF OF SCHOOLS

    Total calculated
    $198,676
    From this org
    $198,676
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,934
    Bonus
    $17,305
    Other
    $437
    Deferred
    $0
    Nontaxable benefits
    $4,890
    Filer's total
    $203,566

  • JONATHAN DANT

    DY. CHIEF OF SCHOOLS

    Total calculated
    $178,307
    From this org
    $178,307
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,415
    Bonus
    $0
    Other
    $892
    Deferred
    $0
    Nontaxable benefits
    $4,889
    Filer's total
    $183,196

  • AMANDA MARTIN

    CHIEF OF STAFF

    Total calculated
    $171,103
    From this org
    $171,103
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,582
    Bonus
    $8,076
    Other
    $445
    Deferred
    $0
    Nontaxable benefits
    $2,547
    Filer's total
    $173,650

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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349310728

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.