UPLIFT EDUCATION (EIN 752659683) - Form 990 Financial Analysis & Trantor Score

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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

1996

Legal Domicile

Principal Officer

YASMIN BHATIA

Phone

4696218500

Tax Period

2024-07-01 to 2025-06-30

UPLIFT EDUCATION, founded in 1996, is a major nonprofit in the Education sector that reported $327.8M in total revenue in fiscal year 2024.

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 INSPIRE IN STUDENTS A LIFE-LONG LOVE OF LEARNING, ACHIEVEMENT, AND SERVICE IN ORDER TO POSITIVELY CHANGE THEIR WORLD.

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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 $311,910,591

Program Service Revenue $13,445,043

Investment Income $2,564,157

Other Revenue $-94,413

TOTAL REVENUE $327,825,378

Expense Breakdown

Grants Paid $546,707

Salaries & Benefits $216,353,208

Fundraising Expenses $784,811

Program Expenses $313,532,387

Other Expenses $111,631,861

TOTAL EXPENSES $328,531,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,825,378	$332,634,668	0.0%
Expenses	$328,531,776	$315,162,445	+0.0%
Net Income	$-706,398	$17,472,223	-1.0%

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

3423

Volunteers

5440

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

$1,111,472

Total Directors

Key Employees

$739,008

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAMERON JOHNSON	CHAIR, REAL ESTATE & SCHOOL DEV	1.00	Director	$0	$0	$0
TRACY SYLER-JONES	CHAIR, FORT WORTH ADVISORY BOARD	1.00	Director	$0	$0	$0
HAROLD MONTGOMERY	CHAIR, FINANCE & STRATEGIC PLANNING COMMITTEE	1.00	Director	$0	$0	$0
JAMES STANTON	CHAIR, ADVOCACY COMMITTEE	1.00	Director	$0	$0	$0
SIMON CHEN	CHAIR, AUDIT COMMITTEE	1.00	Director	$0	$0	$0
CULLUM CLARK	UPLIFT TRUSTEE	1.00	Director	$0	$0	$0
JOHN BECKERT	CHAIR, DEVELOPMENT & EXTERNAL AFFAIRS COMMITTEE	1.00	Director	$0	$0	$0
RUSTY JAGGERS	UPLIFT TRUSTEE	1.00	Director	$0	$0	$0
PILAR DAVIES	CO-CHAIR SCHOOL ENGAGEMENT COMMITTEE	1.00	Director	$0	$0	$0
RICKY GARCIA	UPLIFT TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE VANDEVELDE	CO-CHAIR, SCHOOL ENGAGEMENT COMMITTEE	1.00	Director	$0	$0	$0
JOHN MCPHERSON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DR LAEL C MELVILLE	CHAIR	5.00	Officer Director	$0	$0	$0
YASMIN BHATIA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$394,630	$0	$394,630
JOHNNY DEAS	CHIEF OPERATING OFFICER	40.00	Officer	$246,207	$0	$246,207
ALEXANDER BERK	CHIEF LEGAL OFFICER	40.00	Officer	$228,673	$0	$228,673
LESLIE BERLIN	CHIEF FINANCIAL OFFICER	40.00	Officer	$241,962	$0	$241,962
REMY WASHINGTON	CHIEF ACADEMIC OFFICER	40.00	Key Emp	$262,008	$0	$262,008
DEBORAH BIGHAM	CHIEF EXTERNAL AFFAIRS OFFICER	40.00	Key Emp	$242,448	$0	$242,448
ANNE MCCALL	CHIEF PEOPLE OFFICER (THRU 12/20/24)	40.00	Key Emp	$234,552	$0	$234,552
JOHN GASKO	CHIEF WELL BEING & SEL OFFICER	40.00	Highest	$235,841	$0	$235,841
AMANDA MARTIN	CHIEF OF STAFF	40.00	Highest	$203,930	$0	$203,930
JONATHAN DANT	CHIEF OF SCHOOLS	40.00	Highest	$195,479	$0	$195,479
PRISCILLA COLLINS-PARHMS	DY. CHIEF OF SCHOOLS	40.00	Highest	$183,647	$0	$183,647
ALAN TOLLESON	REGIONAL DIRECTOR OF OPERATIONS	40.00	Highest	$182,265	$0	$182,265

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	$327,825,378	$328,531,776	$598,404,716	$-706,398
2024	No data	No data	No data	No data
2023	$304,686,794	$299,901,501	$587,652,175	$4,785,293
2022	$286,460,257	$285,800,139	$529,404,745	$660,118
2021	$254,959,728	$254,089,904	$529,971,241	$869,824
2020	$233,920,259	$229,611,442	$495,174,277	$4,308,817
2019	$208,858,303	$201,737,157	$469,332,189	$7,121,146
2018	$187,534,255	$176,594,436	$465,332,274	$10,939,819

UPLIFT EDUCATION