2025-05-14T16:12:40-05:00 2024-06-30 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE1000 DALLAS TX 75201 990 2023-07-01 752659683 UPLIFT EDUCATION UPLI 4696218500 3000 PEGASUS PARK DRIVE 1100 DALLAS TX 75247 LESLIE BERLIN CFO 4696218500 2025-05-14 1 1 PRERNA JAGADA P01063809 9724901970 2023 2025-03-06 01:10:19Z YASMIN BHATIA 3000 PEGASUS PARK DRIVE 1100 DALLAS TX 75247 335205187 0 X WWW.UPLIFTEDUCATION.ORG X 1996 TX 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. 13 13 3448 3543 0 0 289958451 299260872 12582058 14777210 1704502 18412100 441783 184486 304686794 332634668 175728 453701 0 0 193084877 206633431 0 0 723139 106640896 108075313 299901501 315162445 4785293 17472223 587652175 590669844 530669616 516215062 56982559 74454782 X 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. 0 0 302496068 453701 14777210 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 302496068 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 549 0 1 3448 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KAMAL MANIK 4696218500 3000 PEGASUS PARK DRIVE SUITE 1100 DALLAS TX 75247 CAMERON JOHNSON CHAIR, REAL ESTATE AND SCHOOL DEVELOPMENT 1.00 X 0 0 0 ANDRE MCEWING CHAIR, FORT WORTH ADVISORY BOARD 1.00 X 0 0 0 JOHN MCPHERSON CHAIR, STRATEGIC PLANNING COMMITTEE 1.00 X 0 0 0 HAROLD MONTGOMERY UPLIFT TRUSTEE 1.00 X 0 0 0 JAMES STANTON CHAIR, ADVOCACY COMMITTEE 1.00 X 0 0 0 SIMON CHEN CHAIR, AUDIT COMMITTEE 1.00 X 0 0 0 JOHN BECKERT CHAIR, DEVELOPMENT & EXTERNAL AFFAIRS COMMITTEE 1.00 X 0 0 0 RUSTY JAGGERS UPLIFT TRUSTEE 1.00 X 0 0 0 PILAR DAVIES CO-CHAIR SCHOOL ENGAGEMENT COMMITTEE 1.00 X 0 0 0 RICKY GARCIA UPLIFT TRUSTEE 1.00 X 0 0 0 CHRISTINE VANDEVELDE CO-CHAIR, SCHOOL ENGAGEMENT COMMITTEE 1.00 X 0 0 0 CULLUM CLARK CHAIR 5.00 X X 0 0 0 DR LAEL C MELVILLE VICE CHAIR 1.00 X X 0 0 0 YASMIN BHATIA CHIEF EXECUTIVE OFFICER 40.00 X 373929 0 0 JOHNNY DEAS CHIEF OPERATING OFFICER 40.00 X 256473 0 0 ALEXANDER BERK SECRETARY 40.00 X 221627 0 0 LESLIE BERLIN CHIEF FINANCIAL OFFICER 40.00 X 199542 0 0 REMY WASHINGTON CHIEF ACADEMIC OFFICER 40.00 X 231759 0 0 DEBORAH BIGHAM CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 229225 0 0 W STUBBS SR DIRECTOR-WELL BEING 40.00 X 173976 0 6100 KAREN ROATH SR DIRECTOR-TALENT MANAGEMENT 40.00 X 167992 0 4868 ANNE MCCALL CHIEF PEOPLE OFFICER 40.00 X 227989 0 0 JOHN GASKO CHIEF WELL BEING & SEL OFFICER 40.00 X 213531 0 0 PRISCILLA COLLINS-PARHMS DY. CHIEF OF SCHOOLS 40.00 X 198676 0 0 JONATHAN DANT DY. CHIEF OF SCHOOLS 40.00 X 178307 0 0 AMANDA MARTIN CHIEF OF STAFF 40.00 X 171103 0 0 2844129 0 10968 65 0 1 0 KELLY SERVICES INC 999 WEST BIG BEAVER RD TROY MI 48084 STAFFING SERVICES 2204917 PROJECT MANAGEMENT SERVICES INC 1822 W BAKER LANE AUSTIN TX 78708 MANAGEMENT OF CONSTRUCTION PROJECTS 1553069 GRUBBIE STYLE LLC 14135 MIDWAY RD G-270 ADDISON TX 75001 MARKETING SERVICES 1504237 CAMBIAR EDUCATION 17412 VENTURA BLVD 268 ENCINO CA 91316 TUTORING SERVICES 1244360 KOKUA EDUCATION 73 W MONROE CHICAGO IL 60603 STAFFING SERVICES 1160335 29 605719 290120058 8535095 67738 299260872 NATIONAL SCHOOL LUNCH PROGRAM 611110 14777210 14777210 14777210 1075374 1075374 27017 0 27017 27017 27017 19603438 2266712 17336726 17336726 17336726 38250 605719 303807 -265557 -265557 MISCELLANEOUS SCHOOL REVENUE 900099 313832 313832 INSURANCE RECOVERY 900099 109194 109194 423026 332634668 14777210 0 18596586 453701 453701 2104111 584356 1314853 204902 176423239 170532079 5568136 323024 9496781 9289652 185708 21421 15634190 15319395 301332 13463 2975110 2586470 380013 8627 255029 255029 68731 68731 29413387 26457953 2830165 125269 1395677 1391544 4133 7722740 7500922 207828 13990 8129604 8123410 6194 2185276 2125332 55638 4306 18155409 18155409 17730115 17730115 2018004 2018004 CHILD NUTRITION PROGRAM 7505649 7505649 OTHER OPERATING EXPENSE 5247582 4601068 643515 2999 TEXTBOOKS, CURRICULUM S 4660894 4660894 GENERAL SUPPLIES & MATE 1641716 1611766 28945 1005 1945500 1848349 97151 315162445 302496068 11943238 723139 57728631 59966815 68525478 48581305 366667 1009520 47461907 51818690 557113893 137938324 401725495 419175569 10603500 9716570 1240497 401375 587652175 590669844 25464423 23466160 1386356 311156 471790000 463085000 11000000 10000000 21028837 19352746 530669616 516215062 X -15480892 -15228924 72463451 89683706 56982559 74454782 587652175 590669844 17472223 0 X X 0 1 X 1 1 1 X 225465865 249194300 270410301 288992434 300591632 1334654532 225465865 249194300 270410301 288992434 300591632 1334654532 1334654532 1008003 213536 67282 1758383 1092943 4140147 1338794679 12998288 0.99690 0.99570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46633936 46633936 465940764 121701581 344239183 24345401 16236743 8108658 20193792 20193792 419175569 FUNDS HELD FOR STUDENT AND PARENT GROUPS 1178132 BOND PREMIUM LESS UNAMORTIZED FINANCING COSTS 6080918 LEASE LIABILITIES 12093696 19352746 X 332938475 0 332938475 -303807 -303807 332634668 315466252 303807 303807 315162445 0 315162445 PART X, LINE 2: THE SCHOOL HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO UNRECOGNIZED TAX POSITIONS. THE SCHOOL RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE SCHOOL DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE SCHOOL IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF AND IS NOT EXPECTED TO HAVE A SIGNIFICANT IMPACT ON THE FINANCIAL STATEMENTS. THE SCHOOL'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -303,807. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 303,807. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 UPLIFT EDUCATION'S PROMOTIONAL MATERIALS, ADVERTISEMENTS, AND ENROLLMENT APPLICATIONS ALL CONTAIN THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY AS STATED IN THE ORGANIZATION'S CHARTER. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES GOVERNMENTAL SUPPORT THROUGH STATE AND FEDERAL PROGRAMS WHICH PROVIDE FOR REIMBURSEMENT OF EXPENDITURES BASED ON STUDENT ENROLLMENT. THE SCHOOL ALSO PARTICIPATES IN A LUNCH PROGRAM WHICH IS BASED ON THE NEEDS OF THE STUDENT SCHOLARS, CHARTER SCHOOLS PROGRAM GRANTS FOR REPLICATION AND EXPANSION OF HIGH QUALITY CHARTER SCHOOLS, AND IDEA-B, A SPECIAL EDUCATION FUND. DINNER & DIALOGUE 643969 605719 38250 12500 59582 231725 643969 605719 38250 12500 59582 231725 303807 -265557 0 TUITION PAYMENT 231 453701 PART III, LINE 1 SCHOLARSHIPS ARE GIVEN OUT AT THE DISCRETION OF CAMPUS ROAD TO COLLEGE STAFF AND CMO ROAD TO COLLEGE STAFF. FUNDS USED ARE FROM INDIVIDUALS OR FOUNDATIONS. X 0 0 0 0 0 0 0 0 0 YASMIN BHATIA CHIEF EXECUTIVE OFFICER 313272 0 46429 0 14228 0 0 0 3546 0 377475 0 0 0 JOHNNY DEAS CHIEF OPERATING OFFICER 225440 0 30597 0 436 0 0 0 6118 0 262591 0 0 0 REMY WASHINGTON CHIEF ACADEMIC OFFICER 231226 0 0 0 533 0 0 0 4943 0 236702 0 0 0 ANNE MCCALL CHIEF PEOPLE OFFICER 221013 0 6543 0 433 0 0 0 5025 0 233014 0 0 0 DEBORAH BIGHAM CHIEF EXTERNAL AFFAIRS OFFICER 228629 0 0 0 596 0 0 0 274 0 229499 0 0 0 ALEXANDER BERK SECRETARY 221029 0 0 0 598 0 0 0 4924 0 226551 0 0 0 JOHN GASKO CHIEF WELL BEING & SEL OFFICER 212933 0 0 0 598 0 0 0 6132 0 219663 0 0 0 LESLIE BERLIN CHIEF FINANCIAL OFFICER 188547 0 9997 0 998 0 0 0 4089 0 203631 0 0 0 PRISCILLA COLLINS-PARHMS DY. CHIEF OF SCHOOLS 180934 0 17305 0 437 0 0 0 4890 0 203566 0 0 0 JONATHAN DANT DY. CHIEF OF SCHOOLS 177415 0 0 0 892 0 0 0 4889 0 183196 0 0 0 W STUBBS SR DIRECTOR-WELL BEING 156196 0 17206 0 574 0 0 0 6100 0 180076 0 0 0 AMANDA MARTIN CHIEF OF STAFF 162582 0 8076 0 445 0 0 0 2547 0 173650 0 0 0 KAREN ROATH SR DIRECTOR-TALENT MANAGEMENT 141751 0 25787 0 454 0 0 0 4868 0 172860 0 0 0 A NORTH TEXAS EDUCATION FINANCE CORP 454665421 2012-09-19 80780000 FACILITY PURCHASE & DEBT SERVICE 1 0 0 B CLIFTON HIGHER ED FINANCE CORP 800349380 2013-01-24 44960000 FACILITY PURCHASE & DEBT SERVICE 0 0 0 C CLIFTON HIGHER ED FINANCE CORP 800349380 187145CB1 2014-08-28 41750000 FACILITY PURCHASE & DEBT SERVICE 0 0 0 D CLIFTON HIGHER ED FINANCE CORP 800349380 187145DD6 2015-06-04 43470000 FACILITY PURCHASE & DEBT SERVICE 0 0 0 A 13420000 60550000 80780000 4846963 2960420 1810914 56445195 14716508 2017 0 0 1 1 B 7645000 45243721 2458090 14722729 1081180 24975000 2006722 0 1 1 1 C 5335000 41750000 2379011 1306342 1149802 31914845 5000000 0 0 1 1 D 4275000 44852752 2646650 2096557 1218741 33293368 5597346 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 1 0.70000 1 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 C 0 0 0 1 0 0 0 0 0 D 0 0 0 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A ARLINGTON HIGHER ED FINANCE CORP 800349380 041806HH6 2016-07-07 42980000 FACILITY PURCHASE, ADVANCE FUNDING, & DEBT SERVICE 0 0 0 B ARLINGTON HIGHER ED FINANCE CORP 800349380 041806LY4 2017-05-31 74405000 FACILITY PURCHASE, ADVANCE FUNDING, & DEBT SERVICE 0 0 0 C ARLINGTON HIGHER ED FINANCE CORP 800349380 041806NE6 2017-08-31 25380000 FACILITY PURCHASE & DEBT SERVICE 0 0 0 D ARLINGTON HIGHER ED FINANCE CORP 800349380 041806PW4 2018-06-07 39450000 FACILITY PURCHASE & DEBT SERVICE 0 0 0 A 5400000 48458413 2714125 1427490 9405832 1196683 33714282 0 1 1 1 B 8230000 87625520 975164 62670355 1485629 22494372 0 1 1 1 C 1835000 28593302 1287073 581120 26725109 0 0 1 1 D 2185000 42552516 1663343 2098922 38790251 0 0 1 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 C 0 0 0 1 0 0 0 0 0 D 0 0 0 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A ARLINGTON HIGHER EDUCATION FINANCE CORPORATION 800349380 041806SW1 2019-08-19 91090000 FACILITY PURCHASE, ADVANCE REFUNDING & DEBT SERVICE 0 0 0 B ARLINGTON HIGHER ED FINANCE CORP 800349380 041806YW4 2020-08-05 28725000 FACILITY PURCHASE, ADVANCE FUNDING, & DEBT SERVICE 0 0 0 C ARLINGTON HIGHER ED FINANCE CORP 800349380 041807C55 2023-04-05 64160000 FACILITY PURCHASE, ADVANCE 0 0 0 A 3070000 91090000 696138 67018880 4296342 0 1 1 1 B 1230000 28725000 665404 1654917 0 0 1 1 C 64160000 2508951 2530751 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 C 0 0 0 1 0 0 0 0 0 A 0 B 0 C 0 X 1 1593 COMPARABLE SALES X HEADSETS -IT 1 40000 COMPARABLE SALES X TICKETS 1 14395 COMPARABLE SALES X MISCELLANEOUS 1 11000 COMPARABLE SALES X SCHOOL SUPPLIES 1 750 COMPARABLE SALES 0 0 1 FORM 990, PART VI, SECTION B, LINE 11B THE 990 FORM IS REVIEWED BY THE MANAGEMENT AND AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SUBMIT THE TEA REQUIRED CHARTER SCHOOL GOVERNANCE REPORT ANNUALLY. BOARD MEMBERS RECEIVE ANNUAL TRAINING ON CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CURRENTLY DOES THE EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THEY APPROVE ANY CHANGES TO THE CEO'S SALARY OR COMPENSATION. OTHER KEY EMPLOYEES (EXECUTIVE TEAM) ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER. SALARIES ARE APPROVED INDIRECTLY THROUGH BOARD'S APPROVAL OF THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PART XII, LINE 2C NO CHANGES DURING THE FISCAL YEAR.