PARTNERSHIPS TO UPLIFT COMMUNITIES… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

JUANA MARIA VALDIVIA

Phone

8185597699

Tax Period

2024-07-01 to 2025-06-30

PARTNERSHIPS TO UPLIFT COMMUNITIES VALLEY, founded in 2008, is a mid-sized nonprofit that reported $42.9M in total revenue in fiscal year 2024. Expenses of $47.4M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO DEVELOP & MANAGE HIGH QUALITY CHARTER SCHOOLS IN DENSELY POPULATED URBAN COMMUNITIES WITH OVERCROWDED & LOW ACHIEVING SCHOOLS.VISION: TO FACILITATE SCHOOL REFORM WITHIN LAUSD THROUGH A REGIONAL APPROACH CURRENTLY FOCUSED ON THE COMMUNITIES OF NE SAN FERNANDO VLY.

Program Service Accomplishments

Program 1

Expenses: $32,413,772

ADVANCE THE EDUCATION AND TRAINING OF YOUNG MEN AND WOMEN BY MANAGING, OPERATING, GUIDING, DIRECTING, AND PROMOTING PUBLIC CHARTER SCHOOLS IN THE LOS ANGELES AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $42,917,501

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $42,917,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,716,098

Fundraising Expenses $317,760

Program Expenses $32,413,772

Other Expenses $18,691,594

TOTAL EXPENSES $47,407,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,917,501	$40,408,702	+0.1%
Expenses	$47,407,692	$45,552,340	+0.0%
Net Income	$-4,490,191	$-5,143,638	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$103,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUANA MARIA VALDIVIA	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
ANA ELIZABETH FLORES	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
MONICA GARCIA	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
XAVIER REYES	MEMBER	1.00	Director	$0	$0	$0
SARAH GRAMS	MEMBER	1.00	Director	$0	$0	$0
ANTONIO PIZANO	MEMBER	40.00	Director	$0	$0	$0
CONCEPCION RIVAS	CEO	40.00	Officer	$103,494	$0	$103,494
VERONICA ALONZO	CAO	40.00	Officer	$0	$0	$0
CHRISTINE SARTIAGUDA	DIR. OF CLINICAL COUNSELIN	40.00	Officer	$0	$0	$0
MEREDITH MCOLVIN	DIRECTOR OF INCLUSION & SPED	40.00	Officer	$0	$0	$0
MARIESA EARL	PRINCIPAL	40.00	Highest	$148,280	$12,867	$161,147
MONICA WAGNER	PRINCIPAL	40.00	Highest	$141,383	$12,707	$154,090
RACHEL LIPSON	PRINCIPAL	40.00	Highest	$129,834	$13,230	$143,064
JESSICA GONZALEZ	ASSISTANT PRINCIPAL	40.00	Highest	$128,357	$11,389	$139,746
JOCELYN VELEZ	PRINCIPAL	40.00	Highest	$153,983	$13,479	$167,462

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$42,917,501	$47,407,692	$46,863,793	$-4,490,191
2024	No data	No data	No data	No data
2023	$47,133,443	$46,865,825	$57,189,035	$267,618
2022	$39,859,357	$35,050,274	$50,381,423	$4,809,083
2021	$39,395,312	$30,879,499	$45,863,273	$8,515,813
2020	$30,914,803	$29,800,786	$37,066,546	$1,114,017
2019	$31,801,182	$29,789,760	$36,268,688	$2,011,422
2018	$31,413,406	$29,161,093	$35,250,276	$2,252,313

PARTNERSHIPS TO UPLIFT COMMUNITIES VALLEY