Civic Intelligence

Uplift Education

990 • Fiscal year 2024 • EIN 75-2659683

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Refreshing map…

3000 Pegasus Park Drive 1100Dallas, TX 75247

(469) 621-8500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.87x

Higher debt load relative to assets than 85% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

1.55x

Higher debt load relative to revenue than 82% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

55th percentile

5.3%

Higher net margin than 55% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

17th percentile

$373,929

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

23rd percentile

0.5%

Faster asset growth than 23% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

9.2%

Faster revenue growth than 50% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Up

$590,669,844

Up $61,265,099 (+12%) from 2022

Net Assets

Up

$74,454,782

Up $22,257,516 (+43%) from 2022

Liabilities

Up

$516,215,062

Up $39,007,583 (+8.2%) from 2022

Revenue

Up

$332,634,668

Up $46,174,411 (+16%) from 2022

Expenses

Up

$315,162,445

Up $29,362,306 (+10%) from 2022

Net Income

Up

$17,472,223

Up $16,812,105 (+2547%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $109,782,681Liabilities 2011: $97,412,183Net Assets 2011: $12,370,4982011Assets 2012: $188,097,439Liabilities 2012: $175,512,415Net Assets 2012: $12,585,0242012Assets 2013: $213,153,372Liabilities 2013: $199,440,418Net Assets 2013: $13,712,9542013Assets 2014: $223,789,067Liabilities 2014: $207,632,055Net Assets 2014: $16,157,0122014Assets 2015: $334,624,229Liabilities 2015: $300,553,929Net Assets 2015: $34,070,3002015Assets 2016: $334,522,936Liabilities 2016: $293,348,539Net Assets 2016: $41,174,3972016Assets 2017: $388,379,615Liabilities 2017: $352,171,173Net Assets 2017: $36,208,4422017Assets 2018: $465,332,274Liabilities 2018: $418,235,423Net Assets 2018: $47,096,8512018Assets 2019: $469,332,189Liabilities 2019: $415,149,808Net Assets 2019: $54,182,3812019Assets 2020: $495,174,277Liabilities 2020: $446,738,297Net Assets 2020: $48,435,9802020Assets 2021: $529,971,241Liabilities 2021: $478,525,240Net Assets 2021: $51,446,0012021Assets 2022: $529,404,745Liabilities 2022: $477,207,479Net Assets 2022: $52,197,2662022Assets 2024: $590,669,844Liabilities 2024: $516,215,062Net Assets 2024: $74,454,7822024

Highlighted filing

2024

Assets$590,669,844
Liabilities$516,215,062
Net Assets$74,454,782

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0Expenses 2011: $47,791,0582011Expenses 2012: $61,386,5732012Expenses 2013: $76,970,4132013Revenue 2014: $99,348,011Expenses 2014: $96,903,953Net Income 2014: $2,444,0582014Revenue 2015: $125,652,955Expenses 2015: $114,889,517Net Income 2015: $10,763,4382015Revenue 2016: $141,182,318Expenses 2016: $137,970,780Net Income 2016: $3,211,5382016Revenue 2017: $162,361,162Expenses 2017: $155,235,430Net Income 2017: $7,125,7322017Revenue 2018: $187,534,255Expenses 2018: $176,594,436Net Income 2018: $10,939,8192018Revenue 2019: $208,858,303Expenses 2019: $201,737,157Net Income 2019: $7,121,1462019Revenue 2020: $233,920,259Expenses 2020: $229,611,442Net Income 2020: $4,308,8172020Revenue 2021: $254,959,728Expenses 2021: $254,089,904Net Income 2021: $869,8242021Revenue 2022: $286,460,257Expenses 2022: $285,800,139Net Income 2022: $660,1182022Revenue 2024: $332,634,668Expenses 2024: $315,162,445Net Income 2024: $17,472,2232024

Highlighted filing

2024

Revenue$332,634,668
Expenses$315,162,445
Net Income$17,472,223
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$335,205,187
Mission and Program Overview

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 the students a life-long love of learning, achievement, and service in order to positively change their world.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$401,725,495$419,175,569▲ $17,450,074
Cash and Non-Interest-Bearing Accounts$57,728,631$59,966,815▲ $2,238,184
Accounts Receivable$47,461,907$51,818,690▲ $4,356,783
Savings and Temporary Cash Investments$68,525,478$48,581,305▼ $19,944,173
Intangible Assets$10,603,500$9,716,570▼ $886,930
Pledges and Grants Receivable$366,667$1,009,520▲ $642,853
Total Assets$587,652,175$590,669,844▲ $3,017,669
Other Assets Total$1,240,497$401,375▼ $839,122
Liabilities
Deferred Revenue$471,790,000$463,085,000▼ $8,705,000
Accounts Payable and Accrued Expenses$25,464,423$23,466,160▼ $1,998,263
Other Liabilities$21,028,837$19,352,746▼ $1,676,091
Mortgage Notes Payable Secured by Investment Property$11,000,000$10,000,000▼ $1,000,000
Grants Payable$1,386,356$311,156▼ $1,075,200
Total Liabilities$530,669,616$516,215,062▼ $14,454,554
Net Assets / Fund Balance
Net Assets With Donor Restrictions$72,463,451$89,683,706▲ $17,220,255
Net Assets Without Donor Restrictions$-15,480,892$-15,228,924▲ $251,968
Total Net Assets Fund Balance$56,982,559$74,454,782▲ $17,472,223
Total Liabilities and Net Assets / Fund Balance$587,652,175$590,669,844▲ $3,017,669

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$344,239,183$121,701,581$465,940,764
Land$46,633,936-$46,633,936
Equipment$8,108,658$16,236,743$24,345,401
Other Land Buildings$20,193,792-$20,193,792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yasmin BhatiaChief Executive OfficerFT$313,272$64,203$377,475
Johnny DeasChief Operating OfficerFT$225,440$37,151$262,591
Remy WashingtonChief Academic OfficerFT$231,226$5,476$236,702
Anne MccallChief People OfficerFT$221,013$12,001$233,014
Deborah BighamChief External Affairs OfficerFT$228,629$870$229,499
Alexander BerkSecretaryFT$221,029$5,522$226,551
John GaskoChief Well Being & Sel OfficerFT$212,933$6,730$219,663
Leslie BerlinChief Financial OfficerFT$188,547$15,084$203,631
Priscilla Collins-parhmsDy. Chief of SchoolsFT$180,934$22,632$203,566
Jonathan DantDy. Chief of SchoolsFT$177,415$5,781$183,196
W StubbsSr Director-well BeingFT$156,196$23,880$180,076
Amanda MartinChief of StaffFT$162,582$11,068$173,650
Karen RoathSr Director-talent ManagementFT$141,751$31,109$172,860

Board Members and Trustees

NameTitle
Cullum ClarkChair
James StantonChair, Advocacy Committee
Simon ChenChair, Audit Committee
John BeckertChair, Development & External Affairs Committee
Andre McewingChair, Fort Worth Advisory Board
Cameron JohnsonChair, Real Estate and School Development
John McphersonChair, Strategic Planning Committee
Pilar DaviesCo-chair School Engagement Committee
Christine VandeveldeCo-chair, School Engagement Committee
Dr Lael C MelvilleVice Chair
Harold MontgomeryUplift Trustee
Ricky GarciaUplift Trustee
Rusty JaggersUplift Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Kelly Services INCStaffing Services999 WEST BIG BEAVER RD, Troy, MI 48084$2,204,917
Project Management Services INCManagement Of Construction Projects1822 W BAKER LANE, Austin, TX 78708$1,553,069
Grubbie Style LLCMarketing Services14135 MIDWAY RD G-270, Addison, TX 75001$1,504,237
Cambiar EducationTutoring Services17412 VENTURA BLVD 268, Encino, CA 91316$1,244,360
Kokua EducationStaffing Services73 W MONROE, Chicago, IL 60603$1,160,335
Revenue and Support

Revenue Composition

Contributions and Grants
$299,260,872
Program Service Revenue
$14,777,210
Investment Income
$18,412,100
Other Revenue
$184,486
All Other Contributions
$8,535,095
Change in Net Assets
$17,472,223

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$40,000Comparable Sales
Other Non Cash Contri Table1$14,395Comparable Sales
Other Non Cash Contri Table1$11,000Comparable Sales
Food Inventory1$1,593Comparable Sales
Other Non Cash Contri Table1$750Comparable Sales
Total Noncash Contributions5$67,738-

Audited Revenue Reconciliation

Revenue per Audited Statements
$332,938,475
Revenue Not Reported on Financial Statements
$-303,807
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-303,807
Total Revenue per Audited Statements
$332,938,475
Total Revenue per Form 990
$332,634,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,633,431
Other Expenses$108,075,313
Total Fundraising Expense$723,139
Grants and Similar Amounts Paid$453,701
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$170,532,079$5,568,136$323,024$176,423,239
Fees for Services Other$26,457,953$2,830,165$125,269$29,413,387
Interest$18,155,409--$18,155,409
Depreciation Depletion$17,730,115--$17,730,115
Other Employee Benefits$15,319,395$301,332$13,463$15,634,190
Pension Plan Contributions$9,289,652$185,708$21,421$9,496,781
Occupancy$8,123,410$6,194-$8,129,604
Information Technology$7,500,922$207,828$13,990$7,722,740
Payroll Taxes$2,586,470$380,013$8,627$2,975,110
Travel$2,125,332$55,638$4,306$2,185,276
Current Officers, Directors, Trustees, and Key Employees$584,356$1,314,853$204,902$2,104,111
Insurance$2,018,004--$2,018,004
All Other Expenses$1,848,349$97,151-$1,945,500
Other Expenses$1,611,766$28,945$1,005$1,641,716
Office Expenses$1,391,544-$4,133$1,395,677
Grants to Domestic Individuals$453,701--$453,701
Fees for Services Legal-$255,029-$255,029
Fees for Services Accounting-$68,731-$68,731
Total Functional Expenses$302,496,068$11,943,238$723,139$315,162,445

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$315,466,252
Expenses per Audited Statements$315,162,445
Total Expenses per Form 990$315,162,445
Expenses Not Reported on Form 990$303,807
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$303,807
Fundraising Gross Income$38,250
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner & Dialogue$643,969$38,250$231,725$-193,475
Total Events$643,969$38,250$303,807$-265,557
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$12,093,696
Bond Premium Less Unamortized Financing Costs$6,080,918
Funds Held for Student and Parent Groups$1,178,132

Bond Issues

BondIssuerIssuedIssue PricePurpose
AArlington Higher Education Finance Corporation2019-08-19$91,090,000Facility purchase, advance refunding & debt service
ANorth Texas Education Finance Corp2012-09-19$80,780,000Facility purchase & debt service
BArlington Higher Ed Finance Corp2017-05-31$74,405,000Facility purchase, advance funding, & debt service
CArlington Higher Ed Finance Corp2023-04-05$64,160,000Facility purchase, advance
BClifton Higher Ed Finance Corp2013-01-24$44,960,000Facility purchase & debt service
DClifton Higher Ed Finance Corp2015-06-04$43,470,000Facility purchase & debt service
AArlington Higher Ed Finance Corp2016-07-07$42,980,000Facility purchase, advance funding, & debt service
CClifton Higher Ed Finance Corp2014-08-28$41,750,000Facility purchase & debt service
DArlington Higher Ed Finance Corp2018-06-07$39,450,000Facility purchase & debt service
BArlington Higher Ed Finance Corp2020-08-05$28,725,000Facility purchase, advance funding, & debt service
CArlington Higher Ed Finance Corp2017-08-31$25,380,000Facility purchase & debt service

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$91,090,000-$3,070,000$4,296,342
B$87,625,520-$8,230,000$1,485,629
A$80,780,000$14,716,508$13,420,000$1,810,914
C$64,160,000--$2,530,751
A$48,458,413-$5,400,000$1,196,683
B$45,243,721$2,006,722$7,645,000$1,081,180
D$44,852,752$5,597,346$4,275,000$1,218,741
D$42,552,516-$2,185,000$2,098,922
C$41,750,000$5,000,000$5,335,000$1,149,802
B$28,725,000-$1,230,000$1,654,917
C$28,593,302-$1,835,000$581,120

Bond Financing Compliance

No rebate due
Yes
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
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Uplift Education
EIN
75-2659683
Phone
4696218500
Address
3000 PEGASUS PARK DRIVE 1100, DALLAS, TX 75247

Signing Officer

Name
Leslie Berlin
Title
CFO
Phone
4696218500
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yasmin Bhatia
Formed
1996
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
3,448
Volunteers
3,543

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE1000, DALLAS, TX 75201
Preparer
Prerna Jagada
Phone
9724901970
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

No changes during the fiscal year.

Financial Statement Notes

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, 2024 and 2023, 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 2021.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special event expenses -303,807.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 303,807.

Raw XML AppendixShowing 400 of 1,394 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/Desc0DURING THE FISCAL YEAR ENDING JUNE 30, 2024, 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, REAL ESTATE AND SCHOOL DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR, FORT WORTH ADVISORY BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR, STRATEGIC PLANNING COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UPLIFT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR, ADVOCACY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR, AUDIT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR, DEVELOPMENT & EXTERNAL AFFAIRS COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UPLIFT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CO-CHAIR SCHOOL ENGAGEMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UPLIFT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-CHAIR, SCHOOL ENGAGEMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF ACADEMIC OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF EXTERNAL AFFAIRS OFFICER
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IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF WELL BEING & SEL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23DY. CHIEF OF SCHOOLS
IRS990/Form990PartVIISectionAGrp/TitleTxt24DY. CHIEF OF SCHOOLS
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF OF STAFF
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IRS990/MissionDesc0UPLIFT 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.
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