PLATINUM2023

UPLIFT

Transforming Lives, Uplifting San Diego

SAN DIEGO, CA   |  www.upliftsandiego.org
GuideStar Charity Check

UPLIFT

EIN: 33-0210280


Mission

UPLIFT serves to accelerate community transformation through free services to San Diego's most vulnerable populations, helping house our homeless neighbors and academically advance low income students so all may live into their potential.

Notes from the nonprofit

2019 was the first year our revenue met the level required to file a full 990 vs the 990 EZ form. Our original 2019 full 990 did not reflect proper allocation of expenses to Programs. Please see 2019 UPLIFT Amended 990, uploaded in additional documents, for expense allocation. The accurate Functional Expense allocations from amended 990 are as follows - Total Functional Expenses: $173,459 | Programs: $92,535 = 53.3% | Administration: $30,753 = 17.7% | Fundraising: $50,171 = 28.9%

Ruling year info

1991

Programs Director

Victoria Dumon

Main address

2801 B Street #26

SAN DIEGO, CA 92102 USA

Show more contact info

EIN

33-0210280

Subject area info

Human services

Youth services

Homeless services

Population served info

Children and youth

Ethnic and racial groups

Homeless people

Low-income people

NTEE code info

Homeless Services/Centers (P85)

Children's and Youth Services (P30)

What we aim to solve

SOURCE: Self-reported by organization

UPLIFT serves to accelerate community transformation and lift vulnerable populations to their full potential through free services to low income students & people experiencing homelessness.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Student Services - Kids At Heart Tutoring

Kids at Heart provides free one-to-one tutoring advancing academic achievement and accelerating literacy skills to lift low income students above their circumstances.

Population(s) Served
Children and youth
Low-income people
Multiracial people

Swimming Upstream young adult mentoring offers leadership training and life skills through multi-week speaker sessions and group activities to help navigate the rough waters of modern teen life.

Population(s) Served
Young adults
Multiracial people
At-risk youth
Low-income people

The Home Team steps up to fill gaps and move obstacles in the flow to housing for people experiencing homelessness with Volunteer Advocates assisting professional Case Managers & Client with added supports moving through the housing placement process.

Population(s) Served
Homeless people
Seniors
Children and youth
Multiracial people
Veterans

Triple Cross unlocks housing options for homeless neighbors by providing free application assistance and transportation to the DMV for CA ID’s, the essential document for all homeless services access.

Population(s) Served
Homeless people
Adults
Multiracial people

Where we work

Awards

Community Advocate Award - Monica Ball 2022

Regional Task Force on Homelessness

Affiliations & memberships

San Diego Chamber of Commerce 2023

Association of Fundraising Professionals 2023

San Diego Council on Literacy 2023

Downtown San Diego Partnership 2023

San Diego Regional Task force on the Homeless 2023

Downtown Fellowship 2023

Urban Landuse Insitute 2023

Rock Church Homeless Service Ministry 2023

Rock Church Youth Tutoring Minisrty 2023

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of backpacks filled with school supplies distributed

This metric is no longer tracked.
Totals By Year
Related Program

Student Services - Kids At Heart Tutoring

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Covid interrupted our free site-based tutoring, so we have been working our way back to pre-Covid enrollment numbers.

Number of households that retain permanent housing for at least 6 months

This metric is no longer tracked.
Totals By Year
Population(s) Served

Ethnic and racial groups

Related Program

Homeless Services - The Home Team

Type of Metric

Other - describing something else

Direction of Success

Increasing

Context Notes

These are approximate minimums,

Number of families assisted with rent or mortgage to avoid eviction

This metric is no longer tracked.
Totals By Year
Related Program

Homeless Services - The Home Team

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Hours of literacy instruction delivered

This metric is no longer tracked.
Totals By Year
Related Program

Student Services - Kids At Heart Tutoring

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

Covid halted on-site tutoring & launched virtual tutoring. It took a couple of years to recalibrate. Now we are growing in both formats.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

UPLIFT San Diego has served vulnerable populations in two major areas of need since 1987.

HOMELESS SERVICES:
Help all who have experience homelessness navigate the system back to housing with appropriate services. We seek to expand the number of Clients & their Case Managers we assist with housing placement & stability at least 100% through The Home Team Volunteer Advocate Program. Increase basic services of CA IDs & clothing requests to clients in shelters to meet full demand.

STUDENT SERVICES:
Help all students living at or near poverty advance academically. We seek to restore our site based free tutoring to students from low income families closed during Covid and expand our virtual tutoring launched during Covid, growing back to 100+ students & tutor teams for both formats.

Re-launch the free Swimming Upstream multi-week leadership & lifeskills workshop mentoring teens from low-Income neighborhoods.

HOMELESS SERVICES:
• Expand the Home Team program to provide permanent housing placement, stability services & follow-up exit surveys to 100+ clients transitioning from homelessness.
• Recruit and train 30 Home Team Community Volunteer Advocates to work with clients and their case managers on housing opportunities.
• Build partnerships with landlords and property management companies to expand available rentals by hosting six Landlord Events to promote incentive programs
• Assist 1000+ Triple Cross clients experiencing homelessness with their California ID
and birth certificate, both necessary documents for employment and housing.
• Provide 500+ Triple Cross individuals & families access to basic needs and clothing.
• Encourage greater faith community participation by hosting four Come & See Saturdays with Blue Wagon Ministry

STUDENT SERVICES:
• Provide free Kids at Heart Tutoring and Mentoring for 100+ students from historically excluded and low-income backgrounds.
• Recruit and onboard 80-100 Kids at Heart tutors to provide compassionate and diligent tutoring services for homework assistance and literacy.
• Maintain and improve virtual tutoring program and reopen six in-person Kids at Heart tutoring sites at libraries and other community locations.
• Re-launch the free Swimming Upstream multi-week leadership & lifeskills workshop mentoring teens from low-Income neighborhoods.
• Expand our partnerships with relevant community-based organizations & sponsors.
• Provide students and their families access to basic needs such as school supplies, backpacks, meals, books plus assist with rental & utility assistance as necessary.

UPLIFT San Diego is a robust volunteer based organization with a great capacity for meeting community need. We now have 3 fulltime employees and a strong participative Board of Directors.

STUDENT SERVICES:
We have successfully reopened 2 on-site tutoring locations & our mentoring program for young women, Swimming Upstream. Next is expanding both.

HOMELESS SERVICES:
We have assisted with client housing placement & stability for 40+ Clients over a 12 months. Next is expanding the Volunteers trained to be advocates.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, We don’t have the right technology to collect and aggregate feedback efficiently, It is difficult to find the ongoing funding to support feedback collection, This part of capacity building currently in progress!

Financials

UPLIFT
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

239.17

Average of 45.52 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

12

Average of 4.4 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

8%

Average of 3% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

UPLIFT

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

UPLIFT

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

UPLIFT

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of UPLIFT’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2008 2019 2021 2022
Unrestricted surplus (deficit) before depreciation $11,307 $66,128 $36,715 $99,500
As % of expenses 10.1% 38.2% 18.1% 27.5%
Unrestricted surplus (deficit) after depreciation $8,423 $62,289 $33,954 $99,500
As % of expenses 7.4% 35.2% 16.6% 27.5%
Revenue composition info
Total revenue (unrestricted & restricted) $154,933 $239,251 $239,105 $435,620
Total revenue, % change over prior year 0.0% 0.0% 0.0% 82.2%
Program services revenue 0.0% 0.0% 0.0% 0.0%
Membership dues 5.8% 0.0% 0.0% 0.0%
Investment income 0.0% 0.0% 0.0% 0.0%
Government grants 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 94.2% 100.0% 99.0% 100.0%
Other revenue 0.0% 0.0% 1.0% 0.0%
Expense composition info
Total expenses before depreciation $111,662 $173,123 $202,390 $361,275
Total expenses, % change over prior year 0.0% 0.0% 0.0% 78.5%
Personnel 69.1% 16.7% 47.6% 37.9%
Professional fees 2.1% 51.4% 0.0% 0.0%
Occupancy 2.7% 3.3% 3.7% 9.7%
Interest 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 9.0% 27.3%
All other expenses 26.1% 28.7% 39.7% 25.1%
Full cost components (estimated) info 2008 2019 2021 2022
Total expenses (after depreciation) $114,546 $176,962 $205,151 $361,275
One month of savings $9,305 $14,427 $16,866 $30,106
Debt principal payment $0 $0 $10,800 $0
Fixed asset additions $0 $0 $0 $0
Total full costs (estimated) $123,851 $191,389 $232,817 $391,381

Capital structure indicators

Liquidity info 2008 2019 2021 2022
Months of cash 4.1 16.1 15.5 12.0
Months of cash and investments 4.1 16.1 15.5 12.0
Months of estimated liquid unrestricted net assets 4.1 16.0 15.9 12.2
Balance sheet composition info 2008 2019 2021 2022
Cash $38,340 $232,034 $261,857 $361,388
Investments $0 $0 $0 $0
Receivables $0 $0 $22,582 $0
Gross land, buildings, equipment (LBE) $44,703 $19,997 $19,997 $19,997
Accumulated depreciation (as a % of LBE) 100.1% 71.2% 100.0% 100.0%
Liabilities (as a % of assets) 0.0% 0.5% 7.3% 0.4%
Unrestricted net assets $0 $236,655 $268,697 $368,197
Temporarily restricted net assets $0 N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A
Total restricted net assets $0 $0 $0 $0
Total net assets $38,282 $236,655 $268,697 $368,197

Key data checks

Key data checks info 2008 2019 2021 2022
Material data errors No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Programs Director

Victoria Dumon

Victoria received her MSW from SDSU. She has a passion for community development and administration as well as experience working for nonprofit organizations serving individuals experiencing homeless.

Number of employees

Source: IRS Form 990

UPLIFT

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

UPLIFT

Board of directors
as of 04/27/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Monica Ball

UPLIFT

Term: 2021 - 2023

Dr. Ethel Sims

Co-Founder SK Connections

Rev. Alfie Webb

Associate Pastore Bethel Baptist

Bob Link

COO, CNN Modular Structures

Jan Magot

Retired Realtor

Tommie Morrow

Founder Blue Wagon Ministry

Lauren Cook

Director San Diego Architectural Foundation

Kevin Jones

Retired Software Executive

Jexsi Grey

Student, Lived Experience Veteran

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 4/27/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Asian/Asian American
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 03/04/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.