Uplift EIN 33-0210280

Uplift FY2023 filing

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Provides housing for homeless and academic help for low-income students. For fiscal year 2023 it reported $263K in revenue, $354K in expenses, and $293K in net assets.Pt I

Type
Public charity (501(c)(3)) · Unclassified
Location
San Diego, CA
Website
www.upliftsandiego.org
Filings
6 on file (2020–2023)
Revenue
$263KFY2023
Expenses
$354K
Net assets
$293K
People
8
Filings
6
Updates
0
More identity details & actions ⌄
EIN  33-0210280 Public charity (501(c)(3)) San Diego, CA
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →
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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
$263K revenue, $354K expenses
Bottom line
82% program efficiency
Where the money goes · FY2023
Total revenue
$263K
Pt VIII · Ln 12
Total expenses
$354K
Pt IX · Ln 25
Net assets
$293K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$91K
Where spending went · Part IX cols B–D
Program services $0.82 Management & general $0.17 Fundraising $0.01
Program efficiency
82%
of spending reaches programs
Operating runway
9.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
-35%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$263K
FY2023▼ -40%
Expenses
$354K
FY2023▼ -2%
Total assets
$296K
FY2023▼ -20%
Total liabilities
$2K
FY2023▲ +59%
Total revenue
$263K
Pt VIII · Ln 12
Total expenses
$354K
Pt IX · Ln 25
Net assets
$293K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$91K
Total assetsPt X · Ln 16$296K
Program-expense ratioPt IX · col B82%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48
Mission & Programs · Part III

Where the work happens

3 program services account for $283K of program spending, described in the organization's own filed words · FY2023.
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.

$123Kprogram expense
02

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

$114Kprogram expense
03

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

$46Kprogram 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 1a8
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
See Uplift executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$261K · 99%
Investment income$2K · 1%
Contributions & grants99%$261K
Investment income1%$2K
Total revenueLn 12$263K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.82 Management & general $0.17 Fundraising $0.01
Program services82%$290K
Management & general17%$59K
Fundraising1%$5K
Total functional expensesLn 25$354K

Balance Sheet

Part X · end of year
CashLn 1$268K
Total assetsLn 16$296K
Total liabilitiesLn 26$2K
Total net assetsLn 32$293K
Months of cash on handcomputed9.1

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $268K · Operating expenses/yr $354K
9.1 months
Where the money goes
Program services
Program services $290K · Total expenses $354K
82%
Management & General
Management & general $59K · Total expenses $354K
17%
Fundraising
Fundraising $5K · Total expenses $354K
1%
Cost to raise $1
Fundraising expense (3-yr avg) $7K · Solicited contributions (3-yr avg) $316K
$0.02 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $261K · Total revenue $263K
99%
Government reliance
Government grants — · Total revenue $263K
Earned-income share
Program service revenue $0 · Total revenue $263K
0%
Investment reliance
Investment income $2K · Total revenue $263K
+0.6%
Program self-sufficiency
Program service revenue $0 · Total expenses $354K
0%
Growth & trend
Revenue growth (YoY)
This year $263K · Prior year $436K
-40%
Net-asset trend (YoY)
End of year $293K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $263K · Expenses $354K
-35%
Liabilities-to-Assets
Total liabilities — · Total assets $296K
Net-asset ratio
Net assets $293K · Total assets $296K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $296K
0%
People & payroll
Highest Reported Total Compensation
Individual Monica Ball · Reported title President & CEO · Highest reported compensation $0 · Total expenses $354K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $171K · Total expenses $354K
48%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 82%
Overhead ratio 17%
Fundraising cost ratio 2%
Revenue growth -40%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 2%
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 · viewing · ⤓ 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) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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