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CHARITY REVIEW
Issued: June 2024 Expires: June 2026

UPLIFT

Standards Not Met
Standards Not Met
1 6 7 16 17 18
1660 Hotel Cir N Ste 450
San Diego, CA, 92108-2806

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

UPLIFT does not meet the following 6 Standards for Charity Accountability:

Standard 1 (Oversight of Operations and Staff)
Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

UPLIFT does not meet this standard because:

CEO also serves as the board chairperson.

Standard 6 (Board Policy on Effectiveness)
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

UPLIFT does not meet this standard because:

Organization does not have an effectiveness policy.

Standard 7 (Board Approval of Written Report on Effectiveness)
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

UPLIFT does not meet this standard because:

Organization does not submit an effectiveness assessment report to its board.

Standard 16 (Annual Report)
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

UPLIFT does not meet this standard because:

Organization's annual report is missing required elements.

Standard 17 (Web Site Disclosures)
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

UPLIFT does not meet this standard because:

Organization's annual report is not available on its website.

Standard 18 (Privacy for Written Appeals & Internet Privacy)
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

UPLIFT does not meet this standard because:

Organization does not have a privacy policy on its website.

The BBB Wise Giving Alliance requested but did not receive complete information from the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: 19

UPLIFT meets the remaining 13 Standards for Charity Accountability.

Stated Purpose:
UPLIFT is dedicated to improving community equity with free services to San Diego's most vulnerable, helping house our homeless neighbors and academically advance low income students, lifting all to their highest potential. There is no faith affiliation required to receive services from or serve with UPLIFT. All are welcome!

Year, State Incorporated:
1987, CA

UPLIFT was founded in 1987 to accelerate community transformation and lift vulnerable populations to their full potential through free services to low-income students and people experiencing homelessness. UPLIFT currently offers free one-to-one tutoring to advance academic achievement and accelerate literacy skills of at-risk youth. UPLIFT’s young adult mentoring offers leadership training and life skills through multi-week speaker sessions and group activities to help navigate teen life. UPLIFT’s homeless services aim to fill gaps and remove obstacles in the flow to housing for people experiencing homelessness through Volunteer Advocates assisting professional case managers with added support with application assistance and transportation to the DMV for CA ID’s, the essential document for all homeless services access.

For the year ended December 31, 2023, UPLIFT's program expenses were:

Home Team $122,888
Kids at Heart $113,949
Triple Cross $46,446
Other $6,758
Total Program Expenses $290,041

Chief Executive
Monica Ball, Board President

Chair's Profession / Business Affiliation
Not disclosed

Board Size
9

Paid Staff Size
3

Method(s) Used:
Direct mail appeals, Grant proposals, Appeals via Social Media (Facebook, etc.)

% of Related Contributions on Fundraising: 2.03%

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on UPLIFT's IRS Form 990 for the year ended December 31, 2023.

Source of Funds
Contributions and grants $261,499
Investment income $1,637
Total Income $263,136

Programs: 82% Fundraising: 1% Administrative: 17%

Total Income $263,136
Total expenses: $354,249
  Program expenses $290,041
  Fundraising expenses $5,304
  Administrative expenses $58,904
  Other expenses $0
Income in Excess of Expenses $-91,113
Beginning Net Assets $368,197
Other Changes In Net Assets $16,346
Ending Net Assets $293,430
Total Liabilities $2,395
Total Assets $295,825

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
Better Business Bureau Serving the Pacific Southwest