Civic Intelligence

Uplift Family Services

990 • Fiscal year 2017 • EIN 94-2295953

Jul 01, 2016 to Jun 30, 2017 • Filed on May 01, 2018

251 Llewellyn AveCampbell, CA 95008

(408) 364-4019

Siviq Scores

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

Liabilities / Assets

68th percentile

0.51x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.42x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

19th percentile

-4.2%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$353,345

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

7th percentile

-7.2%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

6.9%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Assets

Down

$81,407,128

Down $6,292,995 (-7.2%) from 2016

Net Assets

Down

$39,660,147

Down $5,196,097 (-12%) from 2016

Liabilities

Down

$41,746,981

Down $1,096,898 (-2.6%) from 2016

Revenue

Up

$100,078,554

Up $6,463,088 (+6.9%) from 2016

Expenses

Up

$104,300,468

Up $9,450,928 (+10.0%) from 2016

Net Income

Down

-$4,221,914

Down $2,987,840 (-242%) from 2016

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $98,170,405Liabilities 2010: $39,631,847Net Assets 2010: $58,538,5582010Assets 2011: $102,829,620Liabilities 2011: $39,138,096Net Assets 2011: $63,691,5242011Assets 2012: $97,873,552Liabilities 2012: $46,596,200Net Assets 2012: $51,277,3522012Assets 2013: $92,631,914Liabilities 2013: $39,240,320Net Assets 2013: $53,391,5942013Assets 2014: $83,950,177Liabilities 2014: $35,606,015Net Assets 2014: $48,344,1622014Assets 2015: $87,180,639Liabilities 2015: $41,090,321Net Assets 2015: $46,090,3182015Assets 2016: $87,700,123Liabilities 2016: $42,843,879Net Assets 2016: $44,856,2442016Assets 2017: $81,407,128Liabilities 2017: $41,746,981Net Assets 2017: $39,660,1472017Assets 2018: $76,369,667Liabilities 2018: $37,350,901Net Assets 2018: $39,018,7662018Assets 2019: $79,314,373Liabilities 2019: $40,621,877Net Assets 2019: $38,692,4962019Assets 2020: $82,003,044Liabilities 2020: $45,511,857Net Assets 2020: $36,491,1872020Assets 2021: $81,712,552Liabilities 2021: $35,181,756Net Assets 2021: $46,530,7962021Assets 2022: $99,394,570Liabilities 2022: $48,310,693Net Assets 2022: $51,083,8772022Assets 2023: $138,666,852Liabilities 2023: $85,117,305Net Assets 2023: $53,549,5472023Assets 2024: $131,481,013Liabilities 2024: $75,127,146Net Assets 2024: $56,353,8672024Assets 2025: $220,243,829Liabilities 2025: $123,458,333Net Assets 2025: $96,785,4962025

Highlighted filing

2017

Assets$81,407,128
Liabilities$41,746,981
Net Assets$39,660,147

Operations Trend

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

$400M$300M$200M$100M$0-$100MExpenses 2010: $106,942,7402010Expenses 2011: $103,213,0362011Expenses 2012: $109,755,8242012Revenue 2013: $94,276,214Expenses 2013: $92,161,972Net Income 2013: $2,114,2422013Revenue 2014: $82,873,439Expenses 2014: $86,113,912Net Income 2014: -$3,240,4732014Revenue 2015: $87,321,582Expenses 2015: $89,575,426Net Income 2015: -$2,253,8442015Revenue 2016: $93,615,466Expenses 2016: $94,849,540Net Income 2016: -$1,234,0742016Revenue 2017: $100,078,554Expenses 2017: $104,300,468Net Income 2017: -$4,221,9142017Revenue 2018: $102,426,913Expenses 2018: $103,068,294Net Income 2018: -$641,3812018Revenue 2019: $105,501,175Expenses 2019: $105,827,445Net Income 2019: -$326,2702019Revenue 2020: $105,556,576Expenses 2020: $107,507,885Net Income 2020: -$1,951,3092020Revenue 2021: $115,895,959Expenses 2021: $105,503,350Net Income 2021: $10,392,6092021Revenue 2022: $147,095,784Expenses 2022: $150,792,014Net Income 2022: -$3,696,2302022Revenue 2023: $245,366,975Expenses 2023: $244,346,525Net Income 2023: $1,020,4502023Revenue 2024: $267,467,729Expenses 2024: $264,663,409Net Income 2024: $2,804,3202024Revenue 2025: $339,429,241Expenses 2025: $298,997,612Net Income 2025: $40,431,6292025

Highlighted filing

2017

Revenue$100,078,554
Expenses$104,300,468
Net Income-$4,221,914
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 1, 2018
Return Version
2016v3.0
Gross Receipts
$104,623,873
Mission and Program Overview

Mission

Dedicated to helping communities provide effective, community based support and care for its children and families who have complex and enduring behavioral health needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,656,641$22,000,183▲ $343,542
Land, Buildings, and Equipment, Net$19,818,106$19,190,490▼ $627,616
Savings and Temporary Cash Investments$12,920,136$18,168,399▲ $5,248,263
Pledges and Grants Receivable$22,105,265$17,707,795▼ $4,397,470
Prepaid Expenses and Deferred Charges$1,497,669$1,608,626▲ $110,957
Accounts Receivable$149,361$220,347▲ $70,986
Cash and Non-Interest-Bearing Accounts$19,750$21,950▲ $2,200
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$87,700,123$81,407,128▼ $6,292,995
Other Assets Total$9,533,195$2,489,338▼ $7,043,857
Liabilities
Grants Payable$18,750,096$18,035,221▼ $714,875
Accounts Payable and Accrued Expenses$10,057,189$16,395,846▲ $6,338,657
Tax Exempt Bond Liabilities$9,035,000$7,315,000▼ $1,720,000
Mortgage Notes Payable Secured by Investment Property$5,000,000--
Other Liabilities$1,594$914▼ $680
Total Liabilities$42,843,879$41,746,981▼ $1,096,898
Net Assets / Fund Balance
Unrestricted Net Assets$32,392,580$34,609,297▲ $2,216,717
Temporarily Rstr Net Assets$10,983,548$3,481,088▼ $7,502,460
Permanently Rstr Net Assets$1,480,116$1,569,762▲ $89,646
Total Net Assets Fund Balance$44,856,244$39,660,147▼ $5,196,097
Total Liabilities and Net Assets / Fund Balance$87,700,123$81,407,128▼ $6,292,995

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,982,381$14,176,722-
Other Land Buildings$541,842$4,400,941-
Land$6,080,490--
Equipment$2,000,046$10,180,312-
Leasehold Improvements$585,731$8,818,518-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,451,723-▲ $89,646-$1,541,769
2015$1,557,429-▼ $105,706-$1,451,723
2014$1,638,207-▼ $80,778-$1,557,429
2013$1,494,625-▲ $143,582-$1,638,207
2012$1,430,911-▲ $63,714-$1,494,625
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn MccarthyChief Administrative OfficerFT$343,641$9,704$353,345
Darrell EvoraPresident & CEOFT$337,035$10,828$347,863
Jason GurahooCFOFT$324,718$10,404$335,122
Craig E WolfeChief Clinical OfficerFT$262,558$8,556$271,114
Mark EdelsteinDirector MedicalFT$242,214$9,689$251,903
Ronald ScottVP Human ResourcesFT$233,057$9,322$242,379
Eleanor Castillo SumiVP Research/devFT$223,849$7,515$231,364
Elizabeth AlegriaVP Fund DevFT$215,035$7,201$222,236
Catherine MasonChild/adol PsychiatristFT$209,982$3,997$213,979
Laura ChampionBay Area Ex DirectorFT$197,294$7,580$204,874
Jitender BatraDirector Sw OperationsFT$186,703$5,383$192,086
Rachael Kates-clausenEx. Director It & SecFT$184,007$7,067$191,074
Elena BravermanChild/adolscnt PhychiatristFT$151,444$6,058$157,502

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Christopher EgglestonPsychiatric2000 AINSLEY COURT, Carmichael, CA 95608$288,554
Jeffrey Livingston-carrPsychiatric1766 COMSTOCK AVENUE, San Jose, CA 95124$204,090
Lawrence BraslowPsychiatric1411 SILVIUS AVENUE, San Pedro, CA 90731$191,970
Malia MccarthyPsychiatric2902 CONCORD AVENUE, Davis, CA 95618$157,851
Catherine MasonPsychiatric525 OREGON STREET, Vallejo, CA 94590$147,336
Revenue and Support

Revenue Composition

Contributions and Grants
$92,651,504
Program Service Revenue
$2,268,762
Investment Income
$3,355,691
Other Revenue
$1,802,597
All Other Contributions
$4,324,968
Change in Net Assets
$-4,221,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$100,078,554
Total Revenue per Audited Statements
$100,078,554
Total Revenue per Form 990
$100,078,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$71,640,395
Other Expenses$32,660,073
Total Fundraising Expense$1,434,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,430,965$5,859,169$447,355$50,737,489
Other Employee Benefits$10,413,483$1,746,530$149,836$12,309,849
All Other Expenses$4,303,525$2,046,629$267,179$6,617,333
Payroll Taxes$3,323,164$557,355$47,816$3,928,335
Current Officers, Directors, Trustees, and Key Employees$1,090,047$1,806,455$215,035$3,111,537
Travel$2,322,483$219,250$25,184$2,566,917
Other Expenses$1,624,883$516,554$53,499$2,194,936
Occupancy$1,655,203$336,117$108,059$2,099,379
Pension Plan Contributions$1,313,913$220,367$18,905$1,553,185
Depreciation Depletion$469,442$607,658$6,237$1,083,337
Insurance$822,373$245,892$8,709$1,076,974
Total Functional Expenses$80,478,100$22,388,084$1,434,284$104,300,468

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$104,300,468
Total Expenses per Audited Statements$104,300,468
Total Expenses per Form 990$104,300,468
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$914
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed by finance committee prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annual disclosures required and contemporaneous self monitoring

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation approved by compensation committee following surveys of comparable data and performance reviews.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request and at www.guidestar.org

Filing and Contact Details

Filer

Filer Name
Uplift Family Services
EIN
94-2295953
Phone
4083644019
Address
251 LLEWELLYN AVE, CAMPBELL, CA 95008

Signing Officer

Name
Darrell Evora
Title
President & CEO
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
21
Employees
1,344
Volunteers
70

Preparer

Firm
Nichols Rick & Company
Address
16360 Monterey Road Suite 170, Morgan Hill, CA 95037
Preparer
John S Rick
Phone
4087793313
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: school-based day treatment - provides an alternative therapeutic classroom for elementary & jr. High school age children experiencing difficulties in a traditional classroom and/or home setting due to their emotional problems. Other program services 5: outpatient - provides intensive home-based services for neglected, abused, or emotionally troubled children and adolescents, ages 6 to 17, who are "at risk" of being removed from their home. Other program services 6: foster care - the foster care program provides a supportive family environment to the children and adolescents who need an alternative home. This program provides a less restrictive family setting for children at risk for residential placement. Additional supportive and rehabilitative services are provided as needed. Other program services 7: matrix - the matrix program is an innovative alternative for the placement of youth out of the santa clara county children's shelter. These youth are at risk of placement disruptive and lengthy shelter stays. The program is designed to meet the unique individual needs of youth through the synthisis of modern systems theory with wraparoud, transitional residential, foster care, emancipation programs and effective collaboration with community partners. It is strength based, rather than pathology focused. Other program services 8: prevention and intervention-pei services provided by emqff are intended to prevent mental health problems or to intervene early with relatively short duration and low intensity service that helps to avoid the need for more extensive mental health treatment or services or to prevent a mental health problem form getting worse. Services are targeted to individuals or a subgroup whose risk of developing a mental illness is significantly higher than average. Pei services include assessment and interventions such as psycho-social education, support, and focused short-term treatment that promotes positive cognitive, social, and emotional development so that individuals at risk can function well in the face of changing and challenging circumstances. Examples of at risk subgroups include those with limited access to traditional services (e.g. Underserved cultural populations); children/youth in stressed families; those exposed to traumatic events or prolonged traumatic conditions; children/youth at risk for school failure due to unaddressed emotional or behavioral problems; and children/youth at risk of juvenile justice involvement due to emotional/behavioral problems. Other program services 9: autism spectrum disorder services - the primary focus of aps is to prevent addiction by informing and educating families, schools and communities about the dangers of adolescent drug and alcohol use, prescription drug abuse, teen pregnancy and other unhealthy behavior choices. By working within identified school districts and their communities, aps can provide support to kids, teens, parents, and caregivers both in and out of the classroom. The program offers discussion groups for youth and parents in addition to classroom presentations and training programs for teachers and other professionals.

Other Changes In Net Assets Or Fund Balances - Other Decreases

Prior year contract modification = -$974183

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Beneficial interest in perpetual trust

Part X : FIN48 Footnote

No material impact from implementation

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHILD/ADOLSCNT PHYCHIATRIST
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF CLINICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP HUMAN RESOURCES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$220$123$96.8$339$299$40.4
2024Detailed filing. Detailed filing data is available for this year.$131$75.1$56.4$267$265$2.80
2023Detailed filing. Detailed filing data is available for this year.$139$85.1$53.5$245$244$1.02
2022Detailed filing. Detailed filing data is available for this year.$99.4$48.3$51.1$147$151$3.70
2021Detailed filing. Detailed filing data is available for this year.$81.7$35.2$46.5$116$106$10.4
2020Detailed filing. Detailed filing data is available for this year.$82.0$45.5$36.5$106$108$1.95
2019Detailed filing. Detailed filing data is available for this year.$79.3$40.6$38.7$106$106$0.33
2018Detailed filing. Detailed filing data is available for this year.$76.4$37.4$39.0$102$103$0.64
2017Detailed filing. Detailed filing data is available for this year.$81.4$41.7$39.7$100$104$4.22
2016Detailed filing. Detailed filing data is available for this year.$87.7$42.8$44.9$93.6$94.8$1.23
2015Detailed filing. Detailed filing data is available for this year.$87.2$41.1$46.1$87.3$89.6$2.25
2014Detailed filing. Detailed filing data is available for this year.$84.0$35.6$48.3$82.9$86.1$3.24
2013Summary only. Only limited summary data is available for this year.$92.6$39.2$53.4$94.3$92.2$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.9$46.6$51.3$110
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$39.1$63.7$103
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.2$39.6$58.5$107