UPLIFT EDUCATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UPLIFT EDUCATION (EIN 75-2659683)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-11
- IRS object ID
- 201501319349302005
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule J
- Schedule K
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T11:04:14-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453463504 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS PINGLETON AND HOWARD PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8950 GARY BURNS DR STE D | AddressLine1 |
| City | FRISCO | City |
| State | TX | State |
| ZIP Code | 750342593 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752659683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPLIFT EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPLI | BusinessNameControlTxt |
| Phone | 4696218500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 MARKET CENTER BLVD | AddressLine1 |
| Address Line2 | ROOM/SUITE 500 | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75207 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM MAYS | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 4696218500 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK EVANS CPA | PreparerPersonNm |
| PTIN | P01469471 | PTIN |
| Phone | 9723359754 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM MAYS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 MARKET CENTER BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,348,011 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPLIFTEDUCATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or 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 INSIRE IN STUDENTS A LIFE-LONG LOVE OF LEARNING, ACHIEVEMENT, AND SERVICE IN ORDER TO POSITIVELY CHANGE THEIR WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1662 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $72,740,503 | PYContributionsGrantsAmt |
| CY Contributions Grants | $99,348,011 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $72,740,503 | PYTotalRevenueAmt |
| CY Total Revenue | $99,348,011 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $76,970,413 | PYOtherExpensesAmt |
| CY Other Expenses | $96,903,953 | CYOtherExpensesAmt |
| PY Total Expenses | $76,970,413 | PYTotalExpensesAmt |
| CY Total Expenses | $96,903,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,229,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,444,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $213,153,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,789,067 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $199,440,418 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,632,055 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,712,954 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,157,012 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 INSIRE IN STUDENTS A LIFE-LONG LOVE OF LEARNING, ACHIEVEMENT, AND SERVICE IN ORDER TO POSITIVELY CHANGE THEIR WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $89,398,816 | ExpenseAmt |
| Desc | UPLIFT EDUCATION OPERATES FIVE OPEN ENROLLMENT CHARTERS WITH 13 LOCATIONS WHICH TOGETHER HAVE AN ENROLLMENT OF APPROXIMATELY 9,800 STUDENTS IN GRADES K THROUGH 12. | Desc |
| Total Program Service Expenses | $89,398,816 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 156 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1662 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR WILLIAM J MAYS | PersonNm |
| Phone | 4696218500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 MARKET CENTER BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75207 | ZIPCode |
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 |
|---|---|---|---|---|---|---|
| TONY DONA | ||||||
| VICE CHAIRMA | 5.00 | Yes (X) | $0 | $0 | $0 | |
| W CAREY CARTER | ||||||
| CHAIR-AUDIT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA MCNEIL | ||||||
| FACILITIES C | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN BRYANT | ||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DUSTIN MARSHALL | ||||||
| GOVERANCE CH | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH TERRY | ||||||
| FINANCE CHAI | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONELL WIGGINS | ||||||
| INST AWARENE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YASMIN BHATIA | ||||||
| CEO/PRESIDEN | 50.00 | $161,336 | $0 | $0 | Yes (X) | |
| RICHARD HARRISON | ||||||
| CHIEF ACAD O | 50.00 | $131,417 | $0 | $0 | Yes (X) | |
| DEBORAH BIGHAM | ||||||
| CHIEF DVLPMT | 50.00 | $116,790 | $0 | $0 | Yes (X) | |
| JOHNNY DEAS | ||||||
| CHIEF OPER O | 50.00 | $112,140 | $0 | $0 | Yes (X) | |
| WILLIAM J MAYS | ||||||
| CFO | 50.00 | $108,605 | $0 | $0 | Yes (X) | |
| ANN STEVENSON | ||||||
| CHIEF ADMIN | 50.00 | $107,186 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $737,474 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN D WRIGHT | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4111 WIDGEON COURT | AddressLine1 |
| City | MCKINNEY | City |
| State | TX | State |
| ZIP Code | 75070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SPEC ED CONSULT | ServicesDesc |
| Compensation | $126,332 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $99,348,011 | AllOtherContributionsAmt |
| Total Contributions | $99,348,011 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,348,011 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,591,984 | TotalAmt |
| Program Services | $4,593,194 | ProgramServicesAmt |
| Management And General | -$1,210 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSTRUCTIONAL SERVICES | $43,294,870 | $43,294,870 | |
| DEBT SERVICE | $9,107,612 | $9,107,612 | |
| PLANT MAINT / OPERATIONS | $7,506,347 | $7,506,347 | |
| ADMINISTRATION | $6,917,852 | $6,917,852 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,485,288 | TotalAmt |
| Program Services | $25,485,288 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,903,953 | TotalAmt |
| Program Services | $89,398,816 | ProgramServicesAmt |
| Management And General | $7,505,137 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,798,754 | BOYAmt |
| EOY | $4,590,189 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,908,723 | BOYAmt |
| EOY | $33,375,442 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,853,610 | BOYAmt |
| EOY | $16,188,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $184,554,842 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,607,824 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,102,080 | BOYAmt |
| EOY | $168,947,018 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,847 | BOYAmt |
| EOY | $677,939 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,358 | BOYAmt |
| EOY | $10,240 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,153,372 | BOYAmt |
| EOY | $223,789,067 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,805,155 | BOYAmt |
| EOY | $9,751,021 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,770,000 | BOYAmt |
| EOY | $188,870,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800,000 | BOYAmt |
| EOY | $7,250,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,263 | BOYAmt |
| EOY | $1,761,034 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,440,418 | BOYAmt |
| EOY | $207,632,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,034,590 | BOYAmt |
| EOY | $10,759,983 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,678,364 | BOYAmt |
| EOY | $5,397,029 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,712,954 | BOYAmt |
| EOY | $16,157,012 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,153,372 | BOYAmt |
| EOY | $223,789,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,444,058 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,000 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,000 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,250 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $5,000 | CurrentYearMinus1Amt |
| Current Year | $5,000 | CurrentYearAmt |
| Total | $10,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $15,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $1,250 | CurrentYearMinus1Amt |
| Current Year | $1,250 | CurrentYearAmt |
| Total | $2,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $3,750 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,788,079 | OtherCostOrOtherBasisAmt |
| Book Value | $21,788,079 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,011,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,114,964 | DepreciationAmt |
| Book Value | $139,896,206 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,774,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $492,860 | DepreciationAmt |
| Book Value | $1,282,129 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,980,604 | OtherCostOrOtherBasisAmt |
| Book Value | $5,980,604 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $168,947,018 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO STUDENT & PARENT GROUPS | Desc |
| Amt | $1,761,034 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,761,034 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $99,348,011 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $99,348,011 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $99,348,011 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $96,903,953 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $96,903,953 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $96,903,953 | TotalExpensesPerForm990Amt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, 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, 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, THE TEACHER INCENTIVE FUND FOR DEVELOPING TEACHERS AND IDEA-B, A SPECIAL EDUCATION FUND. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YASMIN BHATIA | PersonNm |
| Title | CEO/PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $161,336 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $161,336 | TotalCompensationFilingOrgAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| TEX PUB FIN AUTHCHTR SCH FIN CORP | ||||||||
| A | 2007-09-06 | $10,380,000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | ||
| CLIFTON HIGHER EDUC FINANCE CORP | ||||||||
| B | 2010-04-08 | $56,835,000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | ||
| NORTH TEXAS EDUCATION FINANCE CORP | ||||||||
| C | 2012-04-19 | $80,780,000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | 454665421 | 66286TAC6 |
| NORTH TEXAS EDUCATION FINANCE CORP | ||||||||
| D | 2013-01-24 | $44,960,000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | ||
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|
| A | $190,000 | $10,380,000 | false | false | Yes (true) | Yes (true) |
| B | $600,000 | $56,835,000 | false | false | Yes (true) | Yes (true) |
| C | $450,000 | $80,780,000 | false | false | Yes (true) | Yes (true) |
| D | $660,000 | $44,960,000 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false | false | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S 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 INSIRE IN STUDENTS A LIFE-LONG LOVE OF LEARNING, ACHIEVEMENT, AND SERVICE IN ORDER TO POSITIVELY CHANGE THEIR WORLD. |
| FORM 990, PAGE 6, PART VI, LINE 4 | UPLIFT EDUCATION AMENDED ITS BY-LAWS ON APRIL 24, 2014. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 FORM IS REVIEWED BY MANAGEMENT AND APPROVED PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS SUBMIT THE TEA REQUIRED CHARTER SCHOOL GOVERNANCE REPORT ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD CURRENTLY DOES THE EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THEY APPROVE ANY CHANGES TO THEIR SALARY OR COMPENSATION. OTHER KEY EMPLOYEES (EXECUTIVE TEAM) ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER. SALARIES ARE APPROVED INDIRECTLY THROUGH BOARDS APPROVAL OF THE BUDGET. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | SCHOOL LEADERSHIP 6,855,111 0 0 FOOD SERVICE 5,607,678 0 0 INSTR LEADERSHIP 3,596,294 0 0 CURR & INSTR STAFF DEV 2,743,873 0 0 GUIDANCE/COUNCELING 2,634,246 0 0 DATA PROCESSING 935,118 0 0 HEALTH SERVICE 881,047 0 0 FUNDRAISING 629,175 0 0 SECURITY SERVICE 582,865 0 0 COCURRICULAR ACTIVITIES 356,871 0 0 INSTR RESOURCES & MEDIA 299,572 0 0 COMMUNITY SERVICES 265,556 0 0 SOCIAL WORK SERVICES 90,000 0 0 STUDENT TRANSPORTATION 7,882 0 0 |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO LOBBYING ACTIVITIES FOR 2010 AND 2011 FISCAL YEARS. | ExplanationTxt |
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