2026-05-12T11:38:44-05:00 2025-06-30 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-07-01 752659683 UPLIFT EDUCATION UPLI 4696218500 3000 PEGASUS PARK DRIVE 1100 DALLAS TX 75247 KAMAL MANIK CONTROLLER 2145717750 2026-05-11 1 1 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z YASMIN BHATIA 3000 PEGASUS PARK DRIVE 1100 DALLAS TX 75247 328186556 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 3423 5440 0 0 299260872 311910591 14777210 13445043 18412100 2564157 184486 -94413 332634668 327825378 453701 546707 0 0 206633431 216353208 0 0 784811 108075313 111631861 315162445 328531776 17472223 -706398 590669844 598404716 516215062 524656332 74454782 73748384 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 313532387 546707 13544962 DURING THE FISCAL YEAR ENDING JUNE 30, 2025, 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 313532387 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 1 554 0 1 3423 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 KAMAL MANIK 4696218500 3000 PEGASUS PARK DRIVE SUITE 1100 DALLAS TX 75247 CAMERON JOHNSON CHAIR, REAL ESTATE & SCHOOL DEV 1.00 X 0 0 0 TRACY SYLER-JONES CHAIR, FORT WORTH ADVISORY BOARD 1.00 X 0 0 0 HAROLD MONTGOMERY CHAIR, FINANCE & STRATEGIC PLANNING COMMITTEE 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 CULLUM CLARK UPLIFT TRUSTEE 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 JOHN MCPHERSON VICE CHAIR 5.00 X X 0 0 0 DR LAEL C MELVILLE CHAIR 5.00 X X 0 0 0 YASMIN BHATIA CHIEF EXECUTIVE OFFICER 40.00 X 394630 0 0 JOHNNY DEAS CHIEF OPERATING OFFICER 40.00 X 246207 0 0 ALEXANDER BERK CHIEF LEGAL OFFICER 40.00 X 228673 0 0 LESLIE BERLIN CHIEF FINANCIAL OFFICER 40.00 X 241962 0 0 REMY WASHINGTON CHIEF ACADEMIC OFFICER 40.00 X 262008 0 0 DEBORAH BIGHAM CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 242448 0 0 ANNE MCCALL CHIEF PEOPLE OFFICER (THRU 12/20/24) 40.00 X 234552 0 0 JOHN GASKO CHIEF WELL BEING & SEL OFFICER 40.00 X 235841 0 0 AMANDA MARTIN CHIEF OF STAFF 40.00 X 203930 0 0 JONATHAN DANT CHIEF OF SCHOOLS 40.00 X 195479 0 0 PRISCILLA COLLINS-PARHMS DY. CHIEF OF SCHOOLS 40.00 X 183647 0 0 ALAN TOLLESON REGIONAL DIRECTOR OF OPERATIONS 40.00 X 182265 0 0 2851642 0 0 112 0 1 0 KELLY SERVICES INC 999 WEST BIG BEAVER RD TROY MI 48084 STAFFING SERVICES 3408591 PRITCHARD INDUSTRIES SOUTHWEST LLC 222 W LAS COLLINAS BOULEVARD IRVING TX 75039 JANITORIAL SERVICES 2811291 KOKUA EDUCATION 73 W MONROE CHICAGO IL 60603 STAFFING SERVICES 2460672 SYNERGY ENVIRONMENTAL SERVICES LLC 4908 VESTA FARLEY RD FORT WORTH TX 76053 HVAC MAINTENANCE SERVICES 1662753 CAMBIAR EDUCATION 17412 VENTURA BLVD 268 ENCINO CA 91316 TUTORING SERVICES 1453390 52 478659 299353271 12078661 83727 311910591 NATIONAL SCHOOL LUNCH PROGRAM 611110 13445043 13445043 13445043 2564157 2564157 19014 0 19014 19014 19014 52250 478659 361178 -308928 -308928 REFUNDS AND REIMBURSEMENTS 900099 99919 99919 INSURANCE RECOVERY 900099 95582 95582 195501 327825378 13544962 0 2369825 546707 546707 1787207 470281 1115687 201239 184360847 177979501 5875446 505900 9752157 9531365 200316 20476 17255119 16828680 416440 9999 3197878 2554188 633533 10157 336673 336673 112083 112083 28271799 24735424 3536375 864500 851585 12880 35 10142520 9513109 597914 31497 7633364 7632923 441 2289240 2201490 83470 4280 19788920 19788920 18562677 18562677 2054668 2054668 CHILD NUTRITION PROGRAM 7755337 7755337 0 0 OTHER OPERATING EXPENSE 6560799 5311881 1248918 0 TEXTBOOKS, CURRICULUM S 3620455 3620455 0 0 GENERAL SUPPLIES & MATE 1650317 1617132 31957 1228 1988509 1976064 12445 328531776 313532387 14214578 784811 59966815 54498712 48581305 56967980 1009520 1030443 51818690 50941185 2190212 577722099 155932746 419175569 421789353 9716570 8946472 401375 2040359 590669844 598404716 23466160 24759562 311156 1028528 463085000 474580000 10000000 8000000 19352746 16288242 516215062 524656332 X -15228924 -30291690 89683706 104040074 74454782 73748384 590669844 598404716 -706398 0 X X 0 1 X 1 1 1 X 249194300 270410301 289958451 299260872 311910591 1420734515 249194300 270410301 289958451 299260872 311910591 1420734515 1420734515 213531 128238 1758383 1102391 2583171 5785714 387902 423026 95582 906510 1427426739 62424134 0.99530 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46633936 46633936 468721788 137358774 331363014 24957485 18573972 6383513 37408890 37408890 421789353 FUNDS HELD FOR STUDENT AND PARENT GROUPS 1309337 BOND PREMIUM LESS UNAMORTIZED FINANCING COSTS 3839157 LEASE LIABILITIES 11139748 16288242 X 328186556 0 328186556 -361178 -361178 327825378 328892954 361178 361178 328531776 0 328531776 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, 2025 AND 2024, 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 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -361,178. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 361,178. 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 530909 478659 52250 25000 113678 222500 530909 478659 52250 25000 113678 222500 361178 -308928 0 TUITION PAYMENT 184 546707 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 296707 0 58328 0 39595 0 0 0 0 0 394630 0 0 0 REMY WASHINGTON CHIEF ACADEMIC OFFICER 246438 0 0 0 15570 0 0 0 0 0 262008 0 0 0 JOHNNY DEAS CHIEF OPERATING OFFICER 215334 0 13905 0 16968 0 0 0 0 0 246207 0 0 0 DEBORAH BIGHAM CHIEF EXTERNAL AFFAIRS OFFICER 215334 0 6953 0 20161 0 0 0 0 0 242448 0 0 0 LESLIE BERLIN CHIEF FINANCIAL OFFICER 209062 0 13500 0 19400 0 0 0 0 0 241962 0 0 0 JOHN GASKO CHIEF WELL BEING & SEL OFFICER 203312 0 17500 0 15029 0 0 0 0 0 235841 0 0 0 ANNE MCCALL CHIEF PEOPLE OFFICER (THRU 12/20/24) 209473 0 13526 0 11553 0 0 0 0 0 234552 0 0 0 ALEXANDER BERK CHIEF LEGAL OFFICER 209473 0 0 0 19200 0 0 0 0 0 228673 0 0 0 AMANDA MARTIN CHIEF OF STAFF 185833 0 0 0 18097 0 0 0 0 0 203930 0 0 0 JONATHAN DANT CHIEF OF SCHOOLS 162604 0 17500 0 15375 0 0 0 0 0 195479 0 0 0 PRISCILLA COLLINS-PARHMS DY. CHIEF OF SCHOOLS 172507 0 0 0 11140 0 0 0 0 0 183647 0 0 0 ALAN TOLLESON REGIONAL DIRECTOR OF OPERATIONS 146631 0 22234 0 13400 0 0 0 0 0 182265 0 0 0 A NORTH TEXAS EDUCATION FINANCE CORP 454665421 NONEAVAIL 2012-09-19 80780000 FACILITY PURCHASE & DEBT SERVICE 1 0 0 B CLIFTON HIGHER ED FINANCE CORP 800349380 NONEAVAIL 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 14950000 60550000 80780000 4846963 2960420 1810914 56445195 14716508 2017 0 0 1 1 B 8555000 45243721 2458090 14722729 1081180 24975000 2006722 0 1 1 1 C 6110000 41750000 2379011 1306342 1149802 31914845 5000000 0 0 1 1 D 4990000 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 273906171 041806HH6 2016-07-07 42980000 FACILITY PURCHASE, ADVANCE FUNDING, & DEBT SERVICE 0 0 0 B ARLINGTON HIGHER ED FINANCE CORP 273906171 041806LY4 2017-05-31 74405000 FACILITY PURCHASE, ADVANCE FUNDING, & DEBT SERVICE 0 0 0 C ARLINGTON HIGHER ED FINANCE CORP 273906171 041806NE6 2017-08-31 25380000 FACILITY PURCHASE & DEBT SERVICE 0 0 0 D ARLINGTON HIGHER ED FINANCE CORP 273906171 041806PW4 2018-06-07 39450000 FACILITY PURCHASE & DEBT SERVICE 0 0 0 A 6305000 48458413 2714125 1427490 9405832 1196683 33714282 0 1 1 1 B 9800000 87625520 975164 62670355 1485629 22494372 0 1 1 1 C 2250000 28593302 1287073 581120 26725109 0 0 1 1 D 2790000 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 ED FINANCE CORP 273906171 041806SW1 2019-08-19 91090000 FACILITY PURCHASE, ADVANCE REFUNDING & DEBT SERVICE 0 0 0 B ARLINGTON HIGHER ED FINANCE CORP 273906171 041806YW4 2020-08-05 28725000 FACILITY PURCHASE, ADVANCE FUNDING, & DEBT SERVICE 0 0 0 C ARLINGTON HIGHER ED FINANCE CORP 273906171 041807C55 2023-04-05 64160000 FACILITY PURCHASE, ADVANCE 0 0 0 D ARLINGTON HIGHER ED FINANCE CORP 273906171 041807NE4 2025-06-10 22025000 FACILITY PURCHASE, ADVANCE 0 0 0 A 4035000 91090000 696138 67018880 4296342 0 1 1 1 B 1880000 28725000 665404 1654917 0 0 1 1 C 745000 64160000 2508951 2530751 0 0 1 1 D 22025000 1480122 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 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 273906171 041807NW4 2025-05-08 37735000 FACILITY PURCHASE, ADVANCE 0 0 0 A 37735000 745307 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 0 X 1 13600 COMPARABLE SALES X SPORTS EQUIPMENT 1 65238 COMPARABLE SALES X SCHOOL SUPPLIES 1 3500 COMPARABLE SALES X UNIFORMS 1 1389 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.