Civic Intelligence

Partnerships to Uplift Communities

EIN 26-3393593 • 501(c)3 • Burbank, CA

Profile

To develop & manage high quality charter schools in densely populated urban communities with overcrowded and low achieving schools.vision: to facilitate school reform within lausd through a regional approach currently focused on the communities of northeast san fernando valley.

1405 N San Fernando Blvd 303Burbank, CA 91504

www.pucschools.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.62x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.79x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

14th percentile

-13%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$290,359

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

8th percentile

-10%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-14%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$51,406,824

Down $5,782,211 (-10%) from 2023

Liabilities

Down

$31,911,818

Down $638,573 (-2.0%) from 2023

Net Assets

Down

$19,495,006

Down $5,143,638 (-21%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin14th percentile

Revenue

Down

$40,408,702

Down $6,724,741 (-14%) from 2023

Expenses

Down

$45,552,340

Down $1,313,485 (-2.8%) from 2023

Net Income

Down

-$5,143,638

Down $5,411,256 (-2022%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2012: $3,685,086Liabilities 2012: $1,898,957Net Assets 2012: $1,786,1292012Assets 2013: $3,749,196Liabilities 2013: $2,139,478Net Assets 2013: $1,609,7182013Assets 2014: $33,007,838Liabilities 2014: $29,735,558Net Assets 2014: $3,272,2802014Assets 2015: $32,277,035Liabilities 2015: $30,751,019Net Assets 2015: $1,526,0162015Assets 2016: $35,507,710Liabilities 2016: $31,345,597Net Assets 2016: $4,162,1132016Assets 2017: $33,764,854Liabilities 2017: $28,084,546Net Assets 2017: $5,680,3082017Assets 2018: $35,250,276Liabilities 2018: $27,317,655Net Assets 2018: $7,932,6212018Assets 2019: $36,268,688Liabilities 2019: $26,324,645Net Assets 2019: $9,944,0432019Assets 2020: $37,066,546Liabilities 2020: $26,008,486Net Assets 2020: $11,058,0602020Assets 2021: $45,863,273Liabilities 2021: $26,301,331Net Assets 2021: $19,561,9422021Assets 2022: $50,381,423Liabilities 2022: $26,010,398Net Assets 2022: $24,371,0252022Assets 2023: $57,189,035Liabilities 2023: $32,550,391Net Assets 2023: $24,638,6442023Assets 2024: $51,406,824Liabilities 2024: $31,911,818Net Assets 2024: $19,495,0062024

Highlighted filing

2024

Assets$51,406,824
Liabilities$31,911,818
Net Assets$19,495,006
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2012: $9,611,9892012Expenses 2013: $10,688,0662013Revenue 2014: $12,854,502Expenses 2014: $12,522,443Net Income 2014: $332,0592014Revenue 2015: $20,102,856Expenses 2015: $20,893,859Net Income 2015: -$791,0032015Revenue 2016: $25,400,721Expenses 2016: $22,764,624Net Income 2016: $2,636,0972016Revenue 2017: $29,055,227Expenses 2017: $27,537,032Net Income 2017: $1,518,1952017Revenue 2018: $31,413,406Expenses 2018: $29,161,093Net Income 2018: $2,252,3132018Revenue 2019: $31,801,182Expenses 2019: $29,789,760Net Income 2019: $2,011,4222019Revenue 2020: $30,914,803Expenses 2020: $29,800,786Net Income 2020: $1,114,0172020Revenue 2021: $39,395,312Expenses 2021: $30,879,499Net Income 2021: $8,515,8132021Revenue 2022: $39,859,357Expenses 2022: $35,050,274Net Income 2022: $4,809,0832022Revenue 2023: $47,133,443Expenses 2023: $46,865,825Net Income 2023: $267,6182023Revenue 2024: $40,408,702Expenses 2024: $45,552,340Net Income 2024: -$5,143,6382024

Highlighted filing

2024

Revenue$40,408,702
Expenses$45,552,340
Net Income-$5,143,638
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,406,824
Liabilities
$31,911,818
Net assets
$19,495,006
Revenue
$40,408,702
Expenses
$45,552,340
Net income
-$5,143,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.4$31.9$19.5$40.4$45.6$5.14
2023Detailed filing. Detailed filing data is available for this year.$57.2$32.6$24.6$47.1$46.9$0.27
2022Detailed filing. Detailed filing data is available for this year.$50.4$26.0$24.4$39.9$35.1$4.81
2021Detailed filing. Detailed filing data is available for this year.$45.9$26.3$19.6$39.4$30.9$8.52
2020Detailed filing. Detailed filing data is available for this year.$37.1$26.0$11.1$30.9$29.8$1.11
2019Detailed filing. Detailed filing data is available for this year.$36.3$26.3$9.94$31.8$29.8$2.01
2018Detailed filing. Detailed filing data is available for this year.$35.3$27.3$7.93$31.4$29.2$2.25
2017Detailed filing. Detailed filing data is available for this year.$33.8$28.1$5.68$29.1$27.5$1.52
2016Detailed filing. Detailed filing data is available for this year.$35.5$31.3$4.16$25.4$22.8$2.64
2015Detailed filing. Detailed filing data is available for this year.$32.3$30.8$1.53$20.1$20.9$0.79
2014Detailed filing. Detailed filing data is available for this year.$33.0$29.7$3.27$12.9$12.5$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$2.14$1.61$10.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$1.90$1.79$9.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$40,408,702
Mission and Program Overview

Mission

To develop & manage high quality charter schools in densely populated urban communities with overcrowded and low achieving schools.vision: to facilitate school reform within lausd through a regional approach currently focused on the communities of northeast san fernando valley.

Develop and manage high quality charter schools in densely populated urban communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,615,344$20,615,648▲ $304
Cash and Non-Interest-Bearing Accounts$20,759,896$17,744,612▼ $3,015,284
Accounts Receivable$11,837,107$9,821,824▼ $2,015,283
Prepaid Expenses and Deferred Charges$65,422$106,898▲ $41,476
Total Assets$57,189,035$51,406,824▼ $5,782,211
Other Assets Total$3,911,266$3,117,842▼ $793,424
Liabilities
Tax Exempt Bond Liabilities$22,728,994$22,105,788▼ $623,206
Accounts Payable and Accrued Expenses$4,502,185$6,999,129▲ $2,496,944
Mortgage Notes Payable Secured by Investment Property$5,319,212$2,806,901▼ $2,512,311
Total Liabilities$32,550,391$31,911,818▼ $638,573
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,150,929$10,317,530▼ $1,833,399
Net Assets Without Donor Restrictions$12,487,715$9,177,476▼ $3,310,239
Total Net Assets Fund Balance$24,638,644$19,495,006▼ $5,143,638
Total Liabilities and Net Assets / Fund Balance$57,189,035$51,406,824▼ $5,782,211

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,668,026$3,982,656$22,650,682
Other Land Buildings$618,766$888,975$1,507,741
Land$1,311,527-$1,311,527
Leasehold Improvements$14,939$1,249,455$1,264,394
Equipment$2,390$901,284$903,674
Other Assets Org$4,349--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Concepcion RivasCEOFT$243,794$46,565$290,359
Veronica AlonzoCAOFT$200,377$38,272$238,649
Christine SartiagudaDirector of Clinical CounselingFT$145,406$27,773$173,179
Mariesa EarlPrincipalFT$137,437$26,251$163,688
Christopher MoggiaDirector of Digital LearningFT$136,804$26,130$162,934
Gerard MonteroDirector of ComplianceFT$135,387$25,859$161,246
Monica WagnerPrincipalFT$133,215$25,444$158,659

Board Members and Trustees

NameTitle
Juana Maria ValdiviaBoard President
Monica GarciaBoard Secretary
Ana Elizabeth FloresBoard Treasurer
Sarah GramsMember
Xavier ReyesMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Puc NationalSchool Management Services1405 N SAN FERNANDO BLVD SUITE 3, Burbank, CA 91504$4,524,082
Scoot EducationSubstitute Services5670 WIRSHIRE BLVD SUITE 1970, Los Angeles, CA 90036$418,034
Rtb BuslineBus ServicesPO BOX 260583, Encino, CA 91426$379,004
Revenue and Support

Revenue Composition

Contributions and Grants
$40,408,702
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$731,231
Change in Net Assets
$-5,143,638

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,408,702
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$40,408,702
Total Revenue per Form 990
$40,408,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$27,512,237
Other Expenses$18,040,103
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,729,575$6,689,584-$21,419,159
Other Employee Benefits$3,832,018$1,734,107-$5,566,125
Other Expenses$762,901$333,877-$1,096,778
Interest-$1,027,880-$1,027,880
Depreciation Depletion$143,830$630,772-$774,602
Current Officers, Directors, Trustees, and Key Employees$526,953--$526,953
Insurance$252,812$111,577-$364,389
Travel$28,228$12,397-$40,625
All Other Expenses$216,083$-1,436,138-$-1,220,055
Total Functional Expenses$31,612,165$13,940,175$0$45,552,340

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,552,340
Total Expenses per Audited Statements$45,552,340
Total Expenses per Form 990$45,552,340
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
DCalifornia School Finance Authority2014-03-12$14,430,000-
CCalifornia School Finance Authority2014-03-12$7,640,000-
BCalifornia School Finance Authority2014-03-12$3,290,000-
ACalifornia School Finance Authority2014-03-12$670,000-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----
B----
C----
D----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is presented to the governing body for review and approval before signing and filing.”

Form 990, Part VI, Section B, Line 12C

“All financial decision makers submit forms 700 to lausd every year.”

Form 990, Part VI, Section B, Line 15

“Salaries are compared to industry levels before approval by the board.”

Form 990, Part VI, Section C, Line 19

“All governing docs, policies, and financial statements are at the main office and available upon request.”

Filing and Contact Details

Filer

Filer Name
Partnerships to Uplift Communities
EIN
26-3393593
Phone
8185597699
Address
1405 N SAN FERNANDO BLVD 303, BURBANK, CA 91504

Signing Officer

Name
Juana Maria Valdivia
Title
Board Chair
Phone
8185597699
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juana Maria Valdivia
Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
Kathleen Schmidt
Phone
8585974100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed”

Raw XML AppendixShowing 400 of 772 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/AccountsReceivableGrp/EOYAmt09821824
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IRS990/ActivityOrMissionDesc0DEVELOP AND MANAGE HIGH QUALITY CHARTER SCHOOLS IN DENSELY POPULATED URBAN COMMUNITIES.
IRS990/AllOtherContributionsAmt0731231
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IRS990/Desc0ADVANCE 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6CAO
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR. OF CLINICAL COUNSELING
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIR. OF DIGITAL LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRINCIPAL
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IRS990/MissionDesc0TO 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.
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IRS990/OtherExpensesGrp/Desc0PROFESSIONAL/CONSULTING
IRS990/OtherExpensesGrp/Desc1BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc2RENTAL, LEASES, REPAIRS
IRS990/OtherExpensesGrp/Desc3OPERATION & HOUSEKEEPIN
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER CURRENT ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RIGHT OF USE ASSETS
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IRS990ScheduleD/TotalExpensesPerForm990Amt045552340
IRS990ScheduleD/TotalRevenuePerForm990Amt040408702
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt040408702
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IRS990ScheduleE/ComplianceWithRevProc7550Ind01
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IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
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IRS990ScheduleE/MaintainScholarshipsRecsInd01
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS, ENROLLMENT MATERIALS, AND OUR CHARTER AS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00

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