PUC NATIONAL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PUC NATIONAL (EIN 46-2487084)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202521339349303887
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T11:57:39-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3655 NOBEL DRIVE SUITE 300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462487084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUC NATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PUCN | BusinessNameControlTxt |
| Phone | 8189160506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 N SAN FERNANDO BLVD 303 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONCEPCION RIVAS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8189160506 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN SCHMIDT | PreparerPersonNm |
| PTIN | P01878863 | PTIN |
| Phone | 8585974100 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACQUELINE ELLIOT EDD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 N SAN FERNANDO BLVD 303 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,572,850 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT ITS PUBLIC CHARTER SCHOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $208,829 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,573,975 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,572,850 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,782,804 | PYTotalRevenueAmt |
| CY Total Revenue | $8,572,850 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,854,237 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,531,728 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,239,344 | PYOtherExpensesAmt |
| CY Other Expenses | $2,156,381 | CYOtherExpensesAmt |
| PY Total Expenses | $7,093,581 | PYTotalExpensesAmt |
| CY Total Expenses | $8,688,109 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,689,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$115,259 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,913,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,806,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,379,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,948,789 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,533,446 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,857,276 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTE, SUPPORT, BENEFIT, REPLICATE, AND CARRY OUT THE PURPOSES OF:(A)PARTNERSHIPS TO UPLIFT COMMUNITIES LAKE VIEW TERRACE, PARTNERSHIPS TO UPLIFT COMMUNITIES VALLEY, AND PARTNERSHIPS TO UPLIFT COMMUNITIES LOS ANGELES, WHICH ARE NON PROFIT PUBLIC BENEFIT SUPPORT CORPORATIONS THAT OPERATE PUBLIC CHARTER SCHOOLS AND ADVANCE THE EDUCATION AND TRAINING OF YOUNG MEN AND WOMEN; AND (B) SUCH OTHER PUBLIC CHARTER SCHOOLS OR OTHER EDUCATIONAL PROGRAMS AS MAY BE ESTABLISHED TO PROVIDE EDUCATION BASED ON THE EDUCATIONAL AND TEACHING CONCEPTS, METHODS, MODELS, TECHNIQUES, SYSTEMS AND MATERIALS OF ANY OF THE PARTNERSHIPS TO UPLIFT COMMUNITIES OR THIS CORPORATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,164,887 | ExpenseAmt |
| Revenue | $8,572,850 | RevenueAmt |
| Desc | ADVANCE THE EDUCATION AND TRAINING OF YOUNG MEN AND WOMEN BY SUPPORTING AND PROMOTING PUBLIC CHARTER SCHOOLS IN THE LOS ANGELES AREA. | Desc |
| Total Program Service Expenses | $7,164,887 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189160506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 N SAN FERNANDO BLVD 303 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BERTHA VIDRIO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA BUONORA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA PEREZ | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACQUELINE ELLIOT | |||||||
| CEO/PRESIDENT | 40.00 | Yes (X) | $273,937 | $0 | $0 | Yes (X) | |
| LISA TOVAR | |||||||
| CFO/TREASURER | 40.00 | Yes (X) | $217,210 | $0 | $0 | Yes (X) | |
| DAVID JACKSON | |||||||
| CHIEF LEGAL OFFICER | 40.00 | $154,100 | $0 | $0 | Yes (X) | ||
| MALENA OROZCO-OTERA | |||||||
| DEPUTY CEO | 40.00 | $238,747 | $0 | $0 | Yes (X) | ||
| PATRICIA RIOS | |||||||
| CHIEF OF HUMAN RESOURCES | 40.00 | $160,708 | $0 | $0 | Yes (X) | ||
| CESAR AGUILAR | |||||||
| DIR. HUMAN RESOURCES | 40.00 | $103,204 | $0 | $0 | Yes (X) | ||
| JERMAN CASAS | |||||||
| IT MANAGER | 40.00 | $101,217 | $0 | $0 | Yes (X) | ||
| EDGAR CHAVEZ | |||||||
| DIRECTOR OF IT | 40.00 | $126,433 | $0 | $0 | Yes (X) | ||
| PAULINE MURPHY | |||||||
| DIR. OF COUNSELING | 40.00 | $121,480 | $0 | $0 | Yes (X) | ||
| JOHANA OLAYA | |||||||
| DIR. OF STUDENT INFO. | 40.00 | $108,146 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,605,182 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON COMMUNICATIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32158 CAMINO CAPISTRANO SUITE A-10 | AddressLine1Txt |
| City | SAN JUAN CAPISTRANO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92675 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PUBLIC RELATIONS CONSULTING | ServicesDesc |
| Compensation | $147,315 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL SUPPORT SE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $8,572,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,572,850 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,572,850 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,572,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,572,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,997 | TotalAmt |
| Program Services | $1,071,997 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,317,816 | TotalAmt |
| Program Services | $3,454,253 | ProgramServicesAmt |
| Management And General | $863,563 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,915 | TotalAmt |
| Program Services | $913,532 | ProgramServicesAmt |
| Management And General | $228,383 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,676 | TotalAmt |
| Program Services | $246,941 | ProgramServicesAmt |
| Management And General | $61,735 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,961 | TotalAmt |
| Program Services | $45,569 | ProgramServicesAmt |
| Management And General | $11,392 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,806 | TotalAmt |
| Program Services | $7,045 | ProgramServicesAmt |
| Management And General | $1,761 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $576,529 | $461,223 | $115,306 |
| OTHER OPERATING EXPENSE | $463,813 | $371,050 | $92,763 |
| BAD DEBT EXPENSE | $362,016 | $289,613 | $72,403 |
| LESSON EXPENSES | $273,689 | $218,951 | $54,738 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,891 | TotalAmt |
| Program Services | $84,713 | ProgramServicesAmt |
| Management And General | $21,178 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,688,109 | TotalAmt |
| Program Services | $7,164,887 | ProgramServicesAmt |
| Management And General | $1,523,222 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,966 | BOYAmt |
| EOY | $3,299,113 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,089,404 | BOYAmt |
| EOY | $3,090,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,272 | BOYAmt |
| EOY | $41,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,286 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $143,013 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,079 | BOYAmt |
| EOY | $10,273 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,569 | BOYAmt |
| EOY | $365,192 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,913,290 | BOYAmt |
| EOY | $6,806,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,528 | BOYAmt |
| EOY | $1,078,644 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,316 | BOYAmt |
| EOY | $870,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,844 | BOYAmt |
| EOY | $1,948,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,533,446 | BOYAmt |
| EOY | $4,857,276 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,533,446 | BOYAmt |
| EOY | $4,857,276 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,913,290 | BOYAmt |
| EOY | $6,806,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$115,259 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$560,911 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $208,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $518,998 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,321,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,188,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,388,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,573,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,572,850 | CurrentTaxYearAmt |
| Total | $36,045,496 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,370,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,358,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,480,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,782,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,572,850 | CurrentTaxYearAmt |
| Total | $36,564,494 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $36,564,494 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $351 | CurrentTaxYearMinus2YearsAmt |
| Total | $351 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $351 | CurrentTaxYearMinus2YearsAmt |
| Total | $351 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,370,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,358,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,480,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,782,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,572,850 | CurrentTaxYearAmt |
| Total | $36,564,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,396 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,617 | DepreciationAmt |
| Book Value | $10,273 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,273 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $29,374 |
| RIGHT OF USE ASSETS | $335,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $365,192 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,572,850 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,572,850 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,572,850 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,688,109 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,688,109 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,688,109 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACQUELINE ELLIOT | ||||||||||||||
| CEO/PRESIDENT | $273,937 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $273,937 | $0 | $0 | $0 |
| MALENA OROZCO-OTERA | ||||||||||||||
| DEPUTY CEO | $238,747 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $238,747 | $0 | $0 | $0 |
| LISA TOVAR | ||||||||||||||
| CFO/TREASURER | $217,210 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $217,210 | $0 | $0 | $0 |
| PATRICIA RIOS | ||||||||||||||
| CHIEF OF HUMAN RESOURCES | $160,708 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $160,708 | $0 | $0 | $0 |
| DAVID JACKSON | ||||||||||||||
| CHIEF LEGAL OFFICER | $154,100 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $154,100 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BODY BEFORE SIGNING AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PUC NATIONAL'S CONFLICT OF INTEREST POLICY REQUIRES PERSONS WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTERESTS TO THE BOARD OF DIRECTORS. WHERE THERE IS REASONABLE CAUSE TO BELIEVE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST WERE NOT DISCLOSED, THE BOARD INVESTIGATES AND TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF OPERATING OFFICER OR BOARD DELEGATE DETERMINES THE SALARIES OF TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES BASED ON REASONABLE COMPENSATION FOR SUCH SERVICES THAT WOULD BE PAID BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES AT THE TIME THE CONTRACT IS ENTERED. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUC NATIONAL MAKES AVAILABLE FOR PUBLIC INSPECTION AT ITS PRINCIPAL OFFICE A COPY OF ITS ANNUAL RETURNS FOR THE LAST THREE YEARS, ITS STATE AND FEDERAL TAX EXEMPTION APPLICATIONS AND ALL GOVERNING DOCUMENTS AND POLICIES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PARTNERSHIPS TO UPLIFT COMMUNITIES VALLEY | ||||||||||
| 1405 N SAN FERNANDO BLVD 303 | BURBANK | CA | 91504 | 263393593 | PUBLIC CHARTER SCHOOL | CA | 501(C)(3) | LINE 2 | N/A | 0 |
| PARTNERSHIPS TO UPLIFT COMMUNITIES LOS ANGELES | ||||||||||
| 1405 N SAN FERNANDO BLVD 303 | BURBANK | CA | 91504 | 263393680 | PUBLIC CHARTER SCHOOL | CA | 501(C)(3) | LINE 2 | N/A | 0 |
| PARTNERSHIPS TO UPLIFT COMMUNITIES LAKEVIEW TERRACE | ||||||||||
| 1405 N SAN FERNANDO BLVD 303 | BURBANK | CA | 91504 | 743102820 | PUBLIC CHARTER SCHOOL | CA | 501(C)(3) | LINE 2 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PARTNERSHIPS TO UPLIFT COMMUNITIES VALLEY | ||
| L | $4,524,082 | FMV |
| PARTNERSHIPS TO UPLIFT COMMUNITIES LOS ANGELES | ||
| L | $2,756,898 | FMV |
| PARTNERSHIPS TO UPLIFT COMMUNITIES LAKE VIEW TERRACE | ||
| L | $2,505,293 | FMV |
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