UPLIFT EDUCATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UPLIFT EDUCATION (EIN 75-2659683)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-07
- IRS object ID
- 201441279349301314
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-05-07T11:17:04-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS PINGLETON AND HOWARD PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752659683 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPLIFT EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPLI | NameControl |
| Phone | 4696218500 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM MAYS | Name |
| Title | CFO/TREASURER | Title |
| Phone | 4696218500 | Phone |
| Date Signed | 2014-04-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN J TURNBULL CPA | Name |
| Phone | 9723359754 | Phone |
| Date Prepared | 2014-04-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM MAYS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 72740503 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UPLIFTEDUCATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | UPLIFE 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1267 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 61601099 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 72740503 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 61601099 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72740503 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 61386573 | OtherExpensePriorYear |
| Other Expenses Current Year | 76970413 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 61386573 | TotalExpensesPriorYear |
| Total Expenses Current Year | 76970413 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 214526 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4229910 | RevenuesLessExpensesCY |
| Total Assets BOY | 188097439 | TotalAssetsBOY |
| Total Assets EOY | 213153372 | TotalAssetsEOY |
| Total Liabilities BOY | 175512415 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 199440418 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12585024 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13712954 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UPLIFE 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 70772532 | Expense |
| Description | 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. | Description |
| Total Program Service Expense | 70772532 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | true | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 159 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1267 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR WILLIAM J MAYS | NamePerson |
| Telephone Number | 4696218500 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| TONY DONA | |||||||
| VICE CHAIRMA | 5.00 | X | 0 | 0 | 0 | ||
| W CAREY CARTER | |||||||
| CHAIR-AUDIT | 1.00 | X | 0 | 0 | 0 | ||
| MELISSA MCNEIL | |||||||
| FACILITIES C | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN BRYANT | |||||||
| CHAIRMAN | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL GILES | |||||||
| GOVERANCE CH | 1.00 | X | 0 | 0 | 0 | ||
| JOSH TERRY | |||||||
| FINANCE CHAI | 1.00 | X | 0 | 0 | 0 | ||
| DONELL WIGGINS | |||||||
| INST AWARENE | 1.00 | X | 0 | 0 | 0 | ||
| YASMIN BHATIA | |||||||
| CEO/PRESIDEN | 50.00 | 169863 | 0 | 1576 | X | X | |
| RICHARD HARRISON | |||||||
| CHIEF ACAD O | 50.00 | 132817 | 0 | 4224 | X | ||
| DEBORAH BIGHAM | |||||||
| CHIEF DVLPMT | 50.00 | 115118 | 0 | 2462 | X | ||
| WILLIAM J MAYS | |||||||
| CFO | 50.00 | 110340 | 0 | 4188 | X | ||
| JOHNNY DEAS | |||||||
| CHIEF OPER O | 50.00 | 110254 | 0 | 4168 | X | ||
| ANN STEVENSON | |||||||
| CHIEF ADMIN | 50.00 | 108200 | 0 | 4182 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 746592 | TotalReportableCompFromOrg |
| Total Other Compensation | 20800 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARILYN D WRIGHT | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| 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) |
|---|---|---|
| Description Of Services | SPEC ED CONSULT | DescriptionOfServices |
| Compensation | 131756 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 72740503 | AllOtherContributions |
| Total Contributions | 72740503 | TotalContributions |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72740503 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3255411 | Total |
| Program Services | 3256622 | ProgramServices |
| Management And General | -1211 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INSTRUCTIONAL SERVICES | 34578941 | 34578941 |
| ADMINISTRATION | 7204061 | 7204061 |
| DEBT SERVICE | 6938869 | 6938869 |
| SCHOOL LEADERSHIP | 6239112 | 6239112 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18754019 | Total |
| Program Services | 12554927 | ProgramServices |
| Management And General | 6199092 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76970413 | Total |
| Program Services | 70772532 | ProgramServices |
| Management And General | 6197881 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6004271 | BOY |
| EOY | 3798754 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66152912 | BOY |
| EOY | 55908723 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9719790 | BOY |
| EOY | 11853610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 152704015 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11601935 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105690031 | BOY |
| EOY | 141102080 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402480 | BOY |
| EOY | 417847 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127955 | BOY |
| EOY | 72358 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188097439 | BOY |
| EOY | 213153372 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6237092 | BOY |
| EOY | 4805155 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5357840 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161550000 | BOY |
| EOY | 190770000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 1800000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367483 | BOY |
| EOY | 2065263 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175512415 | BOY |
| EOY | 199440418 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12585024 | BOY |
| EOY | 12034590 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1678364 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12585024 | BOY |
| EOY | 13712954 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188097439 | BOY |
| EOY | 213153372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -4229910 | ReconcilationRevenueExpenses |
| Reconcilation Prior Adjustment | 5357840 | ReconcilationPriorAdjustment |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE C, PART II-B, LINE 1 | ReturnReference |
| Explanation | ADVOCACY PAYMENT: IN NOVEMBER 2007 UPLIFT EDUCATION MADE A 40,000 PAYMENT TO YES PUBLIC SCHOOLS WHO WAS COLLECTING FUNDS FROM A NUMBER OF CHARTER SCHOOLS TO HIRE A FIRM TO DO PRELIMINARY WORK TO UNDERSTAND THE LEVEL OF PUBLIC KNOWLEDGE THAT EXISTS ABOUT CHARTER SCHOOLS. THE FIRM HIRED WAS PUBLIC STRATEGIES AND THEY CONDUCTED FOCUS GROUPS ACTIVITIES, SURVEYS, OPINION POLLS, ETC. TO ASCERTAIN THE PUBLIC PERCEPTION AND KNOWLEDGE OF CHARTER SCHOOLS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19888079 | OtherCostOrOtherBasis |
| Book Value | 19888079 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125078695 | OtherCostOrOtherBasis |
| Depreciation | 10840079 | Depreciation |
| Book Value | 114238616 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1170541 | OtherCostOrOtherBasis |
| Depreciation | 420946 | Depreciation |
| Book Value | 749595 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6566700 | OtherCostOrOtherBasis |
| Depreciation | 340910 | Depreciation |
| Book Value | 6225790 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 141102080 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO STUDENT & PARENT GROUPS | Description |
| Amount | $2,065,263 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2065263 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 72740503 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 72740503 | RevenueSubtotal |
| Total Revenue Per Form990 | 72740503 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 71612573 | TotExpensesEtcAuditedFinclStmt |
| Prior Year Adjustments | -5357840 | PriorYearAdjustments |
| Expenses Not Rptd F990 | -5357840 | ExpensesNotRptdF990 |
| Expenses Subtotal | 76970413 | ExpensesSubtotal |
| Total Expenses Per Form990 | 76970413 | TotalExpensesPerForm990 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION | SCHEDULE E LINE 3 | UPLIFT EDUCATIONS PROMOTIONAL MATERIALSADVERTISEMENTS AND ENROLLMENT APPLICATIONS ALL CONTAIN THE ORGANIZATIONS RACIALLY NONDISCRIMINATORY POLICY AS STATED IN THE ORGANIZATIONS CHARTER |
| FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | 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 IDEAB A SPECIAL EDUCATION FUND |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | YASMIN BHATIA | NamePerson |
| Title | CEOPRESIDENT | Title |
| Base Compensation Filing Org | 169863 | BaseCompensationFilingOrg |
| Nontaxable Benefits Filing Org | 1576 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 171439 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 3 | ReturnReference |
| Explanation | BOARD OF DIRECTORS APPROVES CEO COMPENSATION. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber |
|---|---|---|---|---|---|---|---|---|
| TEX PUB FIN AUTHCHTR SCH FIN CORP | ||||||||
| A | 2007-09-06 | 10380000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | ||
| CLIFTON HIGHER EDUC FINANCE CORP | ||||||||
| B | 2010-04-08 | 56835000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | ||
| NORTH TEXAS EDUCATION FINANCE CORP | ||||||||
| C | 2012-04-19 | 80780000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | 454665421 | 66286TAC6 |
| NORTH TEXAS EDUCATION FINANCE CORP | ||||||||
| D | 2013-01-24 | 44960000 | FACILITY PURCHASE & DEBT SERVICE | false | false | false | ||
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| A | 180000 | 10380000 | 155737 | false | false | true | true |
| B | 580000 | 56835000 | 5561940 | false | false | true | true |
| C | 25331675 | false | false | true | true | ||
| D | 24073427 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue |
|---|---|---|---|---|---|---|---|---|---|
| A | true | false | false | false | false | true | |||
| B | true | false | false | false | false | true | |||
| C | false | false | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | UPLIFE 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. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS SUBMIT THE TEA REQUIRED CHARTER SCHOOL GOVERNANCE REPORT ANNUALLY. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD CURRENTLY DOES THE EVALUATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER ONLY. THEY APPROVE ANY CHANGES TO THEIR SALARY OR COMPENSATION. OTHER KEY EMPLOYEES (EXECUTIVE TEAM) ARE REVIEWED BY THE PRESIDENT. SALARIES ARE APPROVED INDIRECTLY THROUGH BOARDS APPROVAL OF THE BUDGET. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR REVIEW UPON REQUEST. |
| OTHER EXPENSES | FORM 990, PART IX, LINE 24E | PLANT MAINT / OPERATIONS 0 6,199,092 0 FOOD SERVICE 4,132,602 0 0 INSTR LEADERSHIP 2,158,348 0 0 CURR & INSTR STAFF DEV 1,843,545 0 0 GUIDANCE/COUNCELING 1,545,978 0 0 DATA PROCESSING 1,498,515 0 0 HEALTH SERVICE 483,534 0 0 INSTR RESOURCES & MEDIA 330,043 0 0 SECURITY SERVICE 173,532 0 0 COMMUNITY SERVICES 166,975 0 0 COCURRICULAR ACTIVITIES 146,497 0 0 FUNDRAISING 70,069 0 0 STUDENT TRANSPORTATION 5,289 0 0 |
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