UPLIFT CALIFORNIA CHARTER SCHOOLS (EIN 813769549) - 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

2016

Legal Domicile

Principal Officer

ROBERT SIKMA

Phone

6196684500

Tax Period

2022-07-01 to 2023-06-30

UPLIFT CALIFORNIA CHARTER SCHOOLS, founded in 2016, is a micro nonprofit that reported $12K in total revenue in fiscal year 2022. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 100% operating margin.

Mission

TO CREATE FUTURE LEADERS PASSIONATE ABOUT MAKING A POSITIVE CONTRIBUTION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $11,840

Other Revenue $0

TOTAL REVENUE $11,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $48

TOTAL EXPENSES $48

Year-over-Year Comparison

	2022	2021	Change
Revenue	$11,840	$7,857	+0.5%
Expenses	$48	$6,242,582	-1.0%
Net Income	$11,792	$-6,234,725	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SIKMA	CEO	2.00	Officer Director	$0	$0	$0
KLARK KORVER	SECRETARY	2.00	Officer Director	$0	$0	$0
KEVIN TU	CFO	2.00	Officer Director	$0	$0	$0

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
2023	$11,840	$48	No data	$11,792
2022	$7,857	$6,242,582	$441,378	$-6,234,725
2021	$18,687	$30,198	$6,676,103	$-11,511

UPLIFT CALIFORNIA CHARTER SCHOOLS