UPTOWN DALLAS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPTOWN DALLAS INC (EIN 75-2518612)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349303207
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T15:06:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752510320 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALNORY MCNEAL & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4228 N CENTRAL EXPY SUITE 320 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752518612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPTOWN DALLAS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPTO | BusinessNameControlTxt |
| Phone | 2148712825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MCKINNEY AVE 210 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMEE JOLLY | PersonNm |
| Person Title | PRESIDENT & EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2148712825 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK MALNORY | PreparerPersonNm |
| PTIN | P00537508 | PTIN |
| Phone | 2145590784 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMEE JOLLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MCKINNEY AVE 210 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,331,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPTOWNDALLAS.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | NEIGHBORHOOD IMPROVEMENT AND SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,943,228 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,233,781 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,569 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,460 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,995 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,049 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,007,792 | PYTotalRevenueAmt |
| CY Total Revenue | $3,331,290 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $400,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $620,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $594,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $572,435 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,369,579 | PYOtherExpensesAmt |
| CY Other Expenses | $2,124,533 | CYOtherExpensesAmt |
| PY Total Expenses | $3,363,839 | PYTotalExpensesAmt |
| CY Total Expenses | $3,316,968 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$356,047 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,779,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,102,523 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,678,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,986,674 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,101,528 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,115,849 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CORPORATION IS ORGANIZED FOR THE FOLLOWING PURPOSES: TO PROMOTE THE AREA KNOWN AS UPTOWN IN DALLAS, TEXAS ("UPTOWN"); TO PROVIDE A SAFER ENVIRONMENT. THE CORPORATION IS ORGANIZED FOR THE FOLLOWING PURPOSES: TO PROMOTE THE AREA SPECIAL SERVICES OF UPTOWN: TO CREATE A MASTER PLAN WITH SPECIFIC GUIDELINES FOR UPTOWN AND TO SUPPORT THE UPTOWN-BASED MCKINNEY AVENUE TROLLEY, INCLUDING EXPANSION OF SERVICE, AS WELL AS MAINTENANCE OF EXISTING SERVICE AND EQUIPMENT; TO IMPROVE UPON THE SPECIAL CHARACTER OF UPTOWN; TO EXPAND UPON THE HISTORIC CHARACTER AND ENHANCE THE IDENTITY AND VISUAL EXPERIENCE OF UPTOWN; TO ASSURE THE LONGEVITY OF STREETSCAPE IMPROVEMENTS; TO RECEIVE, ACCEPT, TAKE OR HOLD BEQUEST, DEVISE, GIFT, PURCHASE OR LEASE FOR ANY OF THE CORPORATIONS PROGRAMS, ANY PROPERTY, REAL OR PERSONAL, WITHOUT LIMITATION AS TO AMOUNT OR VALUE; TO SELL, CONVEY OR RETAIN SUCH PROPERTY, AS DEEMED APPROPRIATE FOR THE SPECIFIC PROGRAMS OF THE CORPORATION; TO COORDINATE WITH OTHER ORGANIZATIONS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $804,105 | ExpenseAmt |
| Desc | CAPITAL IMPROVEMENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $830,080 | ExpenseAmt |
| Desc | SECURITY USING OFF-DUTY POLICE OFFICERS IN VEHICLE PATROL AND ON BICYCLE PATROL | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $496,173 | ExpenseAmt |
| Desc | MAINTENANCE WITHIN THE PUBLIIC IMPROVEMENT DISTRICT ("PID") | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $367,286 | MARKETING AND PROMOTION OF ACTIVITIES/EVENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT ("PID") | |
| $400,000 | MCKINNEY AVENUE TRANSIT AUTHORITY - PUBLIC TRANSPORTATION SYSTEM | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $767,286 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $400,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,897,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMEE JOLLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148712825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MCKINNEY AVE 210 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KEVIN HICKMAN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAMSEY MARCH | |||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ALOST | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| YOLANDA LAWSON | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAULA PETERS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEAL SLEEPER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL BEHRENS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL COBB | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY HEARST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL THOMPSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ARMSTRONG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB EDMONSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BUDDY CRAMER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY PORTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KYLE NOONAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELEM BUTTS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WRIGHT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY PAGE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATY SLADE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PASHA HEIDRARI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILL HENDRICKSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH HULL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NOELLE LEVEAUX | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA NEMEC | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIOTT PRIEUR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES REEDER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SHERWOOD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SETH THATCHER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE TURNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUD PANKEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SALCHER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SCHAKMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA SWOPE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN BUTKUS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS CLEGHORN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CORBIN ECKEL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WADE JOHNS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN MCMANIGAL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MURRAY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHASE PROSPERE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL WEINBERG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAN ZAIDI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMEE JOLLY | |||||||
| PRESIDENT AND EXECUTIVE DIRECTOR | 40.00 | $145,806 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $145,806 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TACTICAL PROTECTION SERVICES LLC | |||||
| 1701 PAYNE STREET 2301 | DALLAS | TX | 75201 | SECURITY SERVICES | $354,236 |
| BLOCK BY BLOCK | |||||
| PO BOX 643873 | CINCINNATI | OH | 45264 | JANITORIAL SERVICES | $288,815 |
| PREMIER LIGHTING ENTERPRISES LLC | |||||
| 24 KEPLER ROAD | VAN ALSTYNE | TX | 75495 | PUBLIC ART AND LIGHTING | $264,812 |
| LAWNS OF DALLAS | |||||
| PO BOX 560187 | DALLAS | TX | 75356 | LANDSCAPE MAINTENANCE | $156,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,233,781 | GovernmentGrantsAmt |
| Total Contributions | $3,233,781 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPONSORSHIPS AND FEES | 561700 | $73,460 | $73,460 |
| MISCELLANEOUS INCOME | 561499 | $12,000 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,460 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,049 | TotalRevenueColumnAmt |
| Exclusion | $12,049 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,331,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,460 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,049 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,000 | TotalAmt |
| Program Services | $620,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,807 | TotalAmt |
| Program Services | $99,065 | ProgramServicesAmt |
| Management And General | $46,742 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,071 | TotalAmt |
| Program Services | $281,751 | ProgramServicesAmt |
| Management And General | $143,320 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557 | TotalAmt |
| Management And General | $1,557 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,374 | TotalAmt |
| Management And General | $17,374 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,658 | TotalAmt |
| Management And General | $42,658 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,498 | TotalAmt |
| Management And General | $37,498 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,777 | TotalAmt |
| Management And General | $85,777 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,251 | TotalAmt |
| Management And General | $5,251 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,068 | TotalAmt |
| Management And General | $19,068 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PID CAPITAL IMPROVEMENT | $671,801 | $671,801 |
| PUBLIC SAFETY INITIATIV | $513,256 | $513,256 |
| PID MAINTENANCE | $411,227 | $411,227 |
| MARKETING & PROMOTION | $300,544 | $300,544 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,079 | TotalAmt |
| Management And General | $20,079 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,316,968 | TotalAmt |
| Program Services | $2,897,644 | ProgramServicesAmt |
| Management And General | $419,324 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,562 | BOYAmt |
| EOY | $91,902 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,003,427 | BOYAmt |
| EOY | $1,983,977 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,231,938 | BOYAmt |
| EOY | $3,707,601 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466 | BOYAmt |
| EOY | $1,466 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,205 | BOYAmt |
| EOY | $7,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,900 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,014 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,397 | BOYAmt |
| EOY | $50,886 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,632 | BOYAmt |
| EOY | $258,747 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,779,627 | BOYAmt |
| EOY | $6,102,523 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,055 | BOYAmt |
| EOY | $48,716 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,333,079 | BOYAmt |
| EOY | $3,675,047 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,965 | BOYAmt |
| EOY | $262,911 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,678,099 | BOYAmt |
| EOY | $3,986,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,528 | BOYAmt |
| EOY | $2,115,849 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,528 | BOYAmt |
| EOY | $2,115,849 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,779,627 | BOYAmt |
| EOY | $6,102,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,322 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $4,776 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,644,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,817,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,954,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,973,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,263,778 | CurrentTaxYearAmt |
| Total | $14,653,708 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,649,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,817,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,954,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,973,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,263,779 | CurrentTaxYearAmt |
| Total | $14,658,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $14,658,484 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,049 | CurrentTaxYearAmt |
| Total | $33,880 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,460 | CurrentTaxYearAmt |
| Total | $281,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,974,038 | TotalSupportAmt |
| Public Support CY170 | 0.97890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FEES - 2019 AMOUNT: $ 25,856. 2020 AMOUNT: $ 48,737. 2021 AMOUNT: $ 50,552. 2022 AMOUNT: $ 60,569. 2023 AMOUNT: $ 73,460. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 10,500. 2023 AMOUNT: $ 12,000. | ExplanationTxt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,897,644 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,897,644 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $294,882 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,721 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $296,307 | CurrentYearMinus1Amt |
| Current Year | $294,882 | CurrentYearAmt |
| Total | $591,189 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $886,784 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $74,077 | CurrentYearMinus1Amt |
| Current Year | $73,721 | CurrentYearAmt |
| Total | $147,798 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $221,697 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $24,148 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $18,168 | DepreciationAmt |
| Book Value | $5,980 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $66,595 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $26,727 | DepreciationAmt |
| Book Value | $39,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $29,157 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $24,119 | DepreciationAmt |
| Book Value | $5,038 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,886 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY - OPERATING | Desc |
| Amt | $262,911 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $262,911 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,331,290 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,331,290 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,331,290 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,316,968 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,316,968 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,316,968 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS CONCLUDED THAT ANY TAX PROVISIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION OF UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MCKINNEY AVENUE TRANSIT AUTHORITY | ||||||||||
| 3153 OAK GROVE AVE | DALLAS | TX | 75204 | 751871492 | 501(C)3 | $400,000 | $0 | N/A | OPERATING SUPPORT | OPERATIONS |
| UPTOWN SUCCESS ALLIANCE INC | ||||||||||
| 200 CRESCENT COURT SUITE 200 | DALLAS | TX | 75201 | 881186720 | 501(C)4 | $220,000 | $0 | N/A | OPERATING SUPPORT | OPERATIONS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT RECIPIENT IS CONTRACTUALLY REQUIRED TO SUBMIT QUARTERLY OR ANNUAL REPORTING IN ACCORDANCE WITH THE FUNDING AGREEMENT. THE REPORTING IS REVIEWED AND APPROVED IN ORDER TO CONTINUE TO RECEIVE FUNDING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBER JOHN ARMSTRONG IS MARRIED TO BOARD MEMBER PAULA PETERS |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT IS PROVIDED TO THE PRESIDENT AND BOARD FOR REVIEW BEFORE FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS REVIEW AND SIGN THE POLICY YEARLY |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE MANAGEMENT COMPENSATION IS REVIEWED ANNUALLY AND A COMPENSATION MARKET STUDY IS PROVIDED BY UDI'S PEO INSPERITY TO INSURE COMPENSATION IS WITHIN MARKET STANDARDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST AND APPROVAL OF BOARD |
| FORM 990, PART XI, LINE 9: | ROUNDING -1. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR |
| FORM 990, SCHEDULE I, PART II | UDI PROVIDES SUBSTANTIAL FINANCIAL SUPPORT TO UPTOWN SUCCESS ALLIANCE INC (USA). WHILE UDI MONITORS THE USE OF ITS GRANT FUNDS TO ENSURE ALIGNMENT WITH UDI'S GENERAL SUPPORT OBJECTIVES, USA IS AN INDEPENDENT NONPROFIT ORGANIZATION WITH ITS OWN BOARD OF DIRECTORS, THE MAJORITY OF WHOM ARE NOT UDI BOARD MEMBERS. UDI DOES NOT CONTROL USA'S OPERATIONS, POLICIES, OR DECISIONS, INCLUDING ANY LOBBYING ACTIVITIES CONDUCTED BY USA. UDI'S GRANT FUNDS ARE NOT DESIGNATED FOR LOBBYING ACTIVITIES, AND ANY LOBBYING EXPENDITURES INCURRED BY USA WERE FUNDED AND DIRECTED INDEPENDENTLY BY USA. USA DID COMMUNICATE TO UDI THAT SOME OF THE GRANT FUND WAS USED FOR LOBBYING EFFORTS IN 2023. |