Uplift EIN 33-0210280

Uplift FY2021 filing

EIN  33-0210280 Public charity (501(c)(3)) San Diego, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Provides housing for homeless and academic help for low-income students.
Leadership
Martin K Areco · Program Director · $62K
Money in and out
$239K revenue, $205K expenses
Bottom line
80% program efficiency

Provides housing for homeless and academic help for low-income students. For fiscal year 2021 it reported $239K in revenue, $205K in expenses, and $269K in net assets.Pt I

Where the money goes · FY2021
Total revenue
$239K
Pt VIII · Ln 12
Total expenses
$205K
Pt IX · Ln 25
Net assets
$269K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $34K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.13 Fundraising $0.07
Program efficiency
80%
of spending reaches programs
Operating runway
17.9mo
months of highly liquid reserves at operating expense rate
Surplus margin
+14%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$239K
FY2021▲ +87%
Expenses
$205K
FY2021
Total assets
$290K
FY2021
Total liabilities
$21K
FY2021
Total revenue
$239K
Pt VIII · Ln 12
Total expenses
$205K
Pt IX · Ln 25
Net assets
$269K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$34K
Total assetsPt X · Ln 16$290K
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47
Mission & Programs · Part III

Where the work happens

3 program services account for $163K of program spending, described in the organization's own filed words · FY2021.
01

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

$63Kprogram expense
02

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

$51Kprogram expense
03

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

$49Kprogram 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 1a7
Independent voting membersPt VI · Ln 1b7
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
Program Director
$62,500Pt VII · Sec A
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
Director
$0Pt VII · Sec A
$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 & grants$246K · 103%
Investment income$2K · 1%
Contributions & grants103%$246K
Investment income1%$2K
Total revenueLn 12$239K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.13 Fundraising $0.07
Program services80%$164K
Management & general13%$26K
Fundraising7%$15K
Total functional expensesLn 25$205K

Balance Sheet

Part X · end of year
CashLn 1$262K
Total assetsLn 16$290K
Total liabilitiesLn 26$21K
Total net assetsLn 32$269K
Months of cash on handcomputed15.3

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $262K · Operating expenses (Pt IX) $205K · Less non-cash grants $30K · Cash operating expenses/yr $175K
17.9 months
Where the money goes
Program services
Program services $164K · Total expenses $205K
80%
Management & General
Management & general $26K · Total expenses $205K
13%
Fundraising
Fundraising $15K · Total expenses $205K
7%
Cost to raise $1
Fundraising expense $15K · Solicited contributions $246K
$0.06 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $246K · Total revenue $239K
103%
Government reliance
Government grants — · Total revenue $239K
Earned-income share
Program service revenue $0 · Total revenue $239K
0%
Investment reliance
Investment income $2K · Total revenue $239K
+1%
Program self-sufficiency
Program service revenue $0 · Total expenses $205K
0%
Growth & trend
Revenue growth (YoY)
This year $239K · Prior year $128K
+87%
Net-asset trend (YoY)
End of year $269K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $239K · Expenses $205K
+14%
Liabilities-to-Assets
Total liabilities — · Total assets $290K
Net-asset ratio
Net assets $269K · Total assets $290K
93%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $290K
0%
People & payroll
Highest Reported Total Compensation
Individual Martin K Areco · Reported title PROGRAM DIRECTOR · Highest reported compensation $62K · Total expenses $205K
30%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $96K · Total expenses $205K
47%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 13%
Fundraising cost ratio 6%
Revenue growth 87%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

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 · ⤓ 990 PDF
FY2024$221K revenue · ⤓ 990 PDF
FY2023$263K revenue · ⤓ 990 PDF
FY2022$436K revenue · ⤓ 990 PDF
FY2021$239K revenue · viewing · ⤓ 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) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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