Uplift EIN 33-0210280

Uplift

EIN  33-0210280 Public charity (501(c)(3)) San Diego, CA
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Provides housing for homeless and academic help for low-income students.
Leadership
Monica Ball · President & CEO
Money in and out
$187K revenue, $192K expenses
Bottom line
98% program efficiency

Provides housing for homeless and academic help for low-income students. For fiscal year 2025 it reported $187K in revenue, $192K in expenses, and $192K in net assets.Pt I

Where the money goes · FY2025
Total revenue
$187K
Pt VIII · Ln 12
Total expenses
$192K
Pt IX · Ln 25
Net assets
$192K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$5K
Where spending went · Part IX cols B–D
Program services $0.98 Management & general $0.01 Fundraising $0.01
Program efficiency
98%
of spending reaches programs▲ +21% vs prior filing year
Operating runway
11.0mo
months of highly liquid reserves at operating expense rate▲ +51% vs prior filing year
Surplus margin
-3%
revenue over expenses, this year▲ +93% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$187K
FY2025▼ -15%
Expenses
$192K
FY2025▼ -37%
Total assets
$196K
FY2025▼ -6%
Total liabilities
$4K
FY2025▲ +106%
Total revenue
$187K
Pt VIII · Ln 12
Total expenses
$192K
Pt IX · Ln 25
Net assets
$192K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$5K
Total assetsPt X · Ln 16$196K
Program-expense ratioPt IX · col B98%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 48
Mission & Programs · Part III

Where the work happens

3 program services account for $184K of program spending, described in the organization's own filed words · FY2025.
01

The home team works with homelss individuals and assists with benefit coordination, housing navigation and companionship to help new residents settle into their new homes.

$103Kprogram expense
02

Kids at heart is a weekly after school tutoring and mentoring program for inner city children.

$45Kprogram expense
03

The triple cross program helps the homelss in san diego by providing resources and transportation to social service facilities.

$36Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUplift
EINHdr · item D33-0210280
Principal addressHdr · item CSan Diego, CA
WebsiteHdr · item Jwww.upliftsandiego.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFUnclassified (Z99Z)
Ruling yearIRS BMFMay 1991

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1b8
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President & CEO
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Martin K Areco’s $62K as Program Director is at the 52nd percentile of top reported officer pay among 516 $100K–1M unclassified nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Statement of Revenue

Part VIII
Contributions & grants100%$187K
Investment income$348
Total revenueLn 12$187K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.98 Management & general $0.01 Fundraising $0.01
Program services98%$188K
Management & general1%$2K
Fundraising1%$3K
Total functional expensesLn 25$192K

Balance Sheet

Part X · end of year
CashLn 1$177K
Total assetsLn 16$196K
Total liabilitiesLn 26$4K
Total net assetsLn 32$192K
Months of cash on handcomputed11.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $177K · Operating expenses/yr $192K
11.0 months
Where the money goes
Program services
Program services $188K · Total expenses $192K
98%
Management & General
Management & general $2K · Total expenses $192K
1%
Fundraising
Fundraising $3K · Total expenses $192K
1%
Cost to raise $1
Fundraising expense (3-yr avg) $5K · Solicited contributions (3-yr avg) $222K
$0.02 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $187K · Total revenue $187K
100%
Government reliance
Government grants — · Total revenue $187K
Earned-income share
Program service revenue $0 · Total revenue $187K
0%
Investment reliance
Investment income $348 · Total revenue $187K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $192K
0%
Growth & trend
Revenue growth (YoY)
This year $187K · Prior year $221K
-15%
Revenue CAGR
FY2020 $128K · FY2025 $187K
+8%
Net-asset trend (YoY)
End of year $192K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $187K · Expenses $192K
-3%
Liabilities-to-Assets
Total liabilities — · Total assets $196K
Net-asset ratio
Net assets $192K · Total assets $196K
98%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $196K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Monica Ball · Reported title PRESIDENT & CEO · Highest reported compensation $0 · Total expenses $192K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $52K · Total expenses $192K
27%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 98%
Overhead ratio 1%
Fundraising cost ratio 1%
Revenue growth -15%
Accounting fee ratio 3%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$118K
Grants paid · 10 grants · $91K · 2022–2022
The Princess ProjectCA · FY2022$10,915
Feeding San DiegoCA · FY2022$10,855
Church on the MoveVA · FY2022$10,784
San Diego Social LeaguesCA · FY2022$9,503
StarpalCA · FY2022$9,103
Home Start IncorporatedCA · FY2022$8,933
The Salvation ArmyHI · FY2022$6,953
Emilio Nares FoundationCA · FY2022$6,383

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$187K revenue · viewing · ⤓ 990 PDF
FY2024$221K revenue · ⤓ 990 PDF
FY2023$263K revenue · ⤓ 990 PDF
FY2022$436K revenue · ⤓ 990 PDF
FY2021$239K revenue · ⤓ 990 PDF
FY2020$128K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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