2023-06-06T08:56:22-05:00 2022-12-31 752510320 MALNORY MCNEAL & COMPANY PC 4228 N CENTRAL EXPY SUITE 320 DALLAS TX 75206 990 2022-01-01 752518612 UPTOWN DALLAS INC UPTO 2148712825 3600 MCKINNEY AVE 210 DALLAS TX 75204 JAMEE JOLLY PRESIDENT & EXECUTIVE DIRECTOR 2148712825 2023-06-06 1 JAMEE JOLLY XXX-XX-XXXX 0 MARK MALNORY P00537508 2145590784 2023-06-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMEE JOLLY 3600 MCKINNEY AVE 210 DALLAS TX 75204 3007792 0 X WWW.UPTOWNDALLAS.NET X 1992 TX NEIGHBORHOOD IMPROVEMENT AND SERVICES 44 44 5 60 0 0 2931235 2943228 61052 60569 5380 3995 0 0 2997667 3007792 300000 400000 0 0 576648 594260 0 0 0 1710139 2369579 2586787 3363839 410880 -356047 5426873 5779627 2969298 3678099 2457575 2101528 X 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 0 0 676639 CAPITAL IMPROVEMENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT 943850 SECURITY USING OFF-DUTY POLICE OFFICERS IN VEHICLE PATROL AND ON BICYCLE PATROL 452777 MAINTENANCE WITHIN THE PUBLIIC IMPROVEMENT DISTRICT ("PID") 400000 MCKINNEY AVE TROLLEY PUBLIC TRANSPORTATION SYSTEM 452875 MARKETING AND PROMOTION OF THE PUBLIC IMPROVEMENT DISTRICT ("PID") 852875 2926141 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 29 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 44 44 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMEE JOLLY 2148712825 3600 MCKINNEY AVE 210 DALLAS TX 75204 X JOEL BEHRENS BOARD MEMBER 1.00 X 0 0 0 PHIL COBB BOARD MEMBER 1.00 X 0 0 0 ROBERT BAGWELL BOARD MEMBER 1.00 X 0 0 0 PAULA PETERS BOARD MEMBER 1.00 X 0 0 0 NEAL SLEEPER BOARD MEMBER 1.00 X 0 0 0 JUDY HEARST BOARD MEMBER 1.00 X 0 0 0 CHERYL THOMPSON BOARD MEMBER 1.00 X 0 0 0 JOHN ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 SARAH DODD BOARD MEMBER 1.00 X 0 0 0 MARK DICKENSON BOARD MEMBER 1.00 X 0 0 0 MATT ENZLER BOARD MEMBER 1.00 X 0 0 0 BOB EDMONSON BOARD MEMBER 1.00 X 0 0 0 KEVIN HICKMAN BOARD MEMBER 1.00 X 0 0 0 BUDDY CRAMER BOARD MEMBER 1.00 X 0 0 0 ZACHARY PORTER BOARD MEMBER 1.00 X 0 0 0 PHIL PUCKETT BOARD MEMBER 1.00 X 0 0 0 KYLE NOONAN BOARD MEMBER 1.00 X 0 0 0 KELEM BUTTS BOARD MEMBER 1.00 X 0 0 0 YOLANDA LAWSON BOARD MEMBER 1.00 X 0 0 0 JOSEPH PITCHFORD BOARD MEMBER 1.00 X 0 0 0 ROBERT WRIGHT BOARD MEMBER 1.00 X 0 0 0 ANTHONY PAGE BOARD MEMBER 1.00 X 0 0 0 KATY SLADE BOARD MEMBER 1.00 X 0 0 0 JOHN ACKEMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL ALOST BOARD MEMBER 1.00 X 0 0 0 PASHA HEIDRARI BOARD MEMBER 1.00 X 0 0 0 WILL HENDRICKSON BOARD MEMBER 1.00 X 0 0 0 KEITH HULL BOARD MEMBER 1.00 X 0 0 0 JON KING BOARD MEMBER 1.00 X 0 0 0 GREG KRAUS BOARD MEMBER 1.00 X 0 0 0 NOELLE LEVEAUX BOARD MEMBER 1.00 X 0 0 0 RAMSEY MARCH BOARD MEMBER 1.00 X 0 0 0 PAULA NEMEC BOARD MEMBER 1.00 X 0 0 0 ELLIOTT PRIEUR BOARD MEMBER 1.00 X 0 0 0 JAMES REEDER BOARD MEMBER 1.00 X 0 0 0 KEN REESE BOARD MEMBER 1.00 X 0 0 0 MATT SEGREST BOARD MEMBER 1.00 X 0 0 0 SCOTT SHERWOOD BOARD MEMBER 1.00 X 0 0 0 SETH THATCHER BOARD MEMBER 1.00 X 0 0 0 MIKE TURNER BOARD MEMBER 1.00 X 0 0 0 JUD PANKEY BOARD MEMBER 1.00 X 0 0 0 MICHAEL SALCHER BOARD MEMBER 1.00 X 0 0 0 MICHAEL SCHAKMAN BOARD MEMBER 1.00 X 0 0 0 MELISSA SWOPE BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2943228 2943228 SPONSORSHIPS AND FEES 561700 60569 60569 60569 3995 3995 3007792 60569 0 3995 400000 400000 135962 88715 47247 438767 286296 152471 19531 19531 28710 28710 25060 25060 33948 33948 89790 89790 5598 5598 21313 21313 PUBLIC SAFETY INITIATIV 860514 860514 PID CAPITAL IMPROVEMENT 551636 551636 MARKETING & PROMOTION 369539 369539 PID MAINTENANCE 369441 369441 14030 14030 3363839 2926141 437698 0 343525 229562 2104264 2003427 2894713 3231938 1466 1466 68909 7205 72161 63764 13996 8397 297632 5426873 5779627 74585 44055 2894713 3333079 300965 2969298 3678099 X 2457575 2101528 2457575 2101528 5426873 5779627 -356047 0 X X 0 1 X 1 0 X 11297 4772 1 1 1 16072 2070625 2644558 2817450 2954846 2973076 13460555 2081922 2649330 2817451 2954847 2973077 13476627 13476627 6474 5091 7365 5380 3995 28305 54259 25856 48737 61052 60569 250473 13755405 0.97970 0.98040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEES - 2018 AMOUNT: $ 54,259. 2019 AMOUNT: $ 25,856. 2020 AMOUNT: $ 48,737. 2021 AMOUNT: $ 50,552. 2022 AMOUNT: $ 60,569. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 10,500. 0 0 2926141 2926141 296307 74077 0 0 296307 296307 444461 74077 74077 111116 17961 17961 0 25043 25043 0 29157 20760 8397 8397 X 3007792 0 3007792 0 3007792 3363839 0 3363839 0 3363839 PART X, LINE 2: 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. 1 MCKINNEY AVE TROLLEY ASSOCIATION DALLAS TX 75204 751871492 501(C)3 400000 0 N/A OPERATIONS NEAL SLEEPER BOARD MEMBER 89790 RENT EXPENSE 0 PHIL COBB BOARD MEMBER 400000 OPERATIONS SUPPORT 0 JOEL BEHRENS BOARD MEMBER 400000 OPERATIONS SUPPORT 0 KEVIN HICKMAN BOARD MEMBER 400000 OPERATIONS SUPPORT 0 KEITH HULL BOARD MEMBER 400000 OPERATIONS SUPPORT 0 NOELLE LEVEAUX BOARD MEMBER 400000 OPERATIONS SUPPORT 0 TONY PAGE BOARD MEMBER 400000 OPERATIONS SUPPORT 0 PART IV L 2,3,4,5,6,7 MR. PHIL COBB, MR. JOEL BEHRENS, MR. KEVIN HICKMAN, MR. KEITH HULL, MS. NOELLE LEVEAUX, AND MR. TONY PAGE SERVE AS MEMBERS OF THE BOARD OF DIRECTORS FOR BOTH UPTOWN DALLAS, INC. AND MCKINNEY AVENUE TRANSIT AUTHORITY ("MATA"). MATA IS A 501(C)(3) ORGANIZATION THAT PROVIDES FREE TROLLEY SERVICE IN THE UPTOWN AND DOWNTOWN DALLAS, TX AREA. OPERATING EXPENSES OF MATA ARE PARTIALLY FUNDED BY YEARLY DONTATIONS FROM UPTOWN DALLAS, INC. AS APPROVED BY UPTOWN DALLAS, INC. BOARD OF DIRECTORS. MATA RECEIVES DONATIONS FROM OTHER GOVERNMENTAL AND NON-GOVERNMENTAL ENTITIES. 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 ANY COMPENSATION REQUESTS ARE REVIEWED BY THE BOARD PRIOR TO APPROVAL FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND APPROVAL OF BOARD FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE REVIEWS THE AUDIT AND THE BOARD OF DIRECTORS ACCEPTS THE AUDIT.