2022-10-24T12:45:27-05:00 2021-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2021-01-01 200688727 UPTOWN CONSORTIUM INC UPTO 5138618726 3440 BURNET AVE SUITE 130 1100 CINCINNATI OH 45229 BETH ROBINSON PRESIDENT AND CEO 5138618726 2022-10-21 1 BETH ROBINSON 999009999 JANE E PFEIFER P00014949 5132413111 2022-10-21 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BETH ROBINSON 619 OAK ST SUITE 1100 CINCINNATI OH 45206 3635083 0 X UPTOWNCINCINNATI.COM X 2004 OH CORPORATION DEDICATED TO THE HUMAN, SOCIAL, ECONOMIC, AND PHYSICAL IMPROVEMENT OF CINCINNATI. 10 10 9 11 0 0 1241167 3076661 1173692 558422 39933 0 0 0 2454792 3635083 0 0 0 0 1142672 1131448 0 0 0 1841983 1627446 2984655 2758894 -529863 876189 50287796 48769144 55864662 54912892 -5576866 -6143748 X THE CONSORTIUM IS A NON-PROFIT COMMUNITY DEVELOPMENT CORPORATION DEDICATED TO THE HUMAN, SOCIAL, ECONOMIC AND PHYSICAL IMPROVEMENT OF UPTOWN CINCINNATI. UPTOWN IS LOCATED JUST NORTH OF DOWNTOWN AND THE CONSORTIUM'S AREAS OF FOCUS GENERALLY INCLUDE THE NEIGHBORHOODS OF AVONDALE, CLIFTON, CLIFTON HEIGHTS, CORRYVILLE, FAIRVIEW, MT. AUBURN AND UNIVERSITY HEIGHTS. THE CONSORTIUM WILL UNDERTAKE A VARIETY OF INVESTMENT AND PROGRAM ACTIVITIES IN UPTOWN TO HELP PROVIDE HOUSING, HEALTH CARE AND JOB OPPORTUNITIES 0 0 180810 27584 COMMUNITY DEVELOPMENT AND PUBLIC SAFETY - THE OBJECTIVE IS TO PROMOTE UPTOWN NEIGHBORHOODS AS VIBRANT COMMUNITIES WHERE PEOPLE OF DIVERSE ECONOMIC AND CULTURAL BACKGROUND LIVE, WORK, LEARN AND PLAY TOGETHER AND TO ENSURE THAT UPTOWN IS SAFE, ATTRACTIVE AND WALKABLE COMMUNITY FOR ITS RESIDENTS, EMPLOYEES, STUDENTS AND VISITORS. 1297215 485475 ORGANIZATION AND PLANNING - THE OBJECTIVE OF UPTOWN CONSORTIUM IS TO PROMOTE ECONOMIC DEVELOPMENT EFFORTS AND NEIGHBORHOOD SERVICES THROUGH INTEGRATED STRATEGIES THAT ADDRESS PHYSICAL IMPROVEMENTS TO HOUSING, INFRASTRUCTURE, AND COMMERCIAL AREAS INCREASING COMMUNITY ECONOMIC ASSETS, AND CREATION AND EXPANSION OF COMMERCIAL INDUSTRIAL, LIFE SCIENCES, HEALTHCARE AND EDUCATIONAL- RELATED SERVICES. 469822 38617 NEIGHBORHOOD SERVICES - THE OBJECTIVE OF UPTOWN CONSORTIUM IS TO UNIFY UPTOWN'S CULTURALLY DIVERSE NEIGHBORHOODS AND CREATE A CLEAR SENSE OF PLACE BY FOCUSING ON INITIATIVES FOR PUBLIC SAFETY, TRANSPORTATION, HOUSING, ECONOMIC DEVELOPMENT AND INTEGRATED SOCIAL SERVICES FOR NEIGHBORHOOD RESIDENTS. 1947847 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 16 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X BETH ROBINSON 5138618726 619 OAK ST SUITE 1100 CINCINNATI OH 45206 DR NEVILLE PINTO CHAIR 1.00 X X 0 0 0 MICHAEL FISHER VICE CHAIRPERSON 1.00 X X 0 0 0 ANDREW DEVOE MEMBER 1.00 X 0 0 0 BETH STAUTBERG UNTIL NOV 2021 MEMBER 1.00 X 0 0 0 DAVE JENIKE MEMBER 1.00 X 0 0 0 DAVID ADAMS MEMBER 1.00 X 0 0 0 DR RICHARD LOFGREN MEMBER 1.00 X 0 0 0 KATRINA ENGLISH MEMBER 1.00 X 0 0 0 MARK CLEMENT MEMBER 1.00 X 0 0 0 STEVE DAVIS MEMBER 1.00 X 0 0 0 THANE MAYNARD MEMBER 1.00 X 0 0 0 BETH ROBINSON PRESIDENT & CEO 40.00 X 320956 0 38537 RICHARD LOPEZ DIRECTOR, ACCOUNTING & FINANCE 40.00 X 114490 0 34024 FRANZ STANSBURY DIRECTOR, REAL ESTATE 40.00 X 169626 0 26880 605072 0 99441 3 0 1 0 WEB VENTURES LLC 40 E MCMICKEN AVE CINCINNATI OH 45202 CONSULTATION FEE 198849 WORDSWORTH 538 READING RD CINCINNATI OH 45202 CONSULTATION FEE 109217 MEMELLO 1301 WESTMINSTER DR CINCINNATI OH 45229 GROUND KEEPING 108708 3 3076661 3076661 MANAGEMENT FEE 561000 307263 307263 RENTAL INCOME 531120 174083 174083 LOAN INTEREST 522292 77076 70330 6746 558422 3635083 551676 0 6746 704513 376253 328260 306199 95184 211015 4858 796 4062 52662 26308 26354 63216 29503 33713 4890 2445 2445 36000 18000 18000 40166 20083 20083 111126 111126 51580 24242 27338 43469 34775 8694 690557 690557 88299 54975 33324 3625 1951 1674 TRANSPORTATION 310502 310502 NEIGHBORHOOD SERVICES 80282 80282 MANAGEMENT SERVICE FEES 66055 66055 PUBLIC SAFETY 60809 60809 40086 10056 30030 2758894 1947847 811047 0 11713568 11107037 323238 238226 8078356 7641466 28451 24222 30076613 556788 29902474 29519825 241709 238368 50287796 48769144 7020177 7386658 124273 269273 34729659 32866408 13990553 14390553 55864662 54912892 X -5576866 -6143748 -5576866 -6143748 50287796 48769144 X 876189 -1443071 X X 0 1 X 1 0 X 1307662 1327000 1249073 1241167 3076661 8201563 1307662 1327000 1249073 1241167 3076661 8201563 8201563 23961 16246 9575 12088 6746 68616 8270179 7574658 0.99170 0.98680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2758894 2758894 287945 71986 0 0 378529 296036 299233 287945 1261743 1892615 94632 74009 74808 71986 315435 473153 29099305 29099305 761481 393011 368470 89768 54904 34864 126059 108873 17186 29519825 LEASE OBLIGATIONS 5000 ACCRUED INTEREST - MEMBERS 14385553 14390553 X X X 0 0 0 0 0 0 0 0 0 BETH ROBINSON PRESIDENT & CEO 274957 0 45700 0 299 0 9447 0 29090 0 359493 0 0 0 FRANZ STANSBURY DIRECTOR, REAL ESTATE 160823 0 8041 0 762 0 4990 0 21890 0 196506 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FIVE MEMBERS WHO ASSIST WITH THE FINANCIAL SUPPORT OF THE ORGANIZATION. THE MEMBERS ARE REPRESENTED IN THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER APPOINTS TWO INDIVIDUALS TO THE GOVERNING BOARD FORM 990, PART VI, SECTION B, LINE 11B THE CORPORATE CONTROLLER WILL REVIEW AND WILL FORWARD TO THE PRESIDENT/CEO FOR REVIEW AND SIGNATURE. THE RETURN WILL ALSO BE REVIEWED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE TO REPORT ANY CONFLICTS OF INTEREST AS THEY OCCUR. ADDITIONALLY, THE MEMBER ABSTAINS FROM VOTING WHEN THE MEMBER ORGANIZATION IT REPRESENTS CAN DIRECTLY BENEFIT. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE REPRESENTED BY MEMBERS OF THE BOARD SEND OUT EVALUATIONS TO INDIVIDUALS FROM BOTH INSIDE AND OUTSIDE THE COMPANY. THEY ALSO EVALUATE PERFORMANCE BASED ON COMPLETION GOALS. COMPENSATION IS REVIEWED BY THE MEMBER ORGANIZATION'S HUMAN RESOURCE DEPARTMENTS WHO DETERMINE HOW IT COMPARES TO SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: IMPAIRMENT OF LONG-LIVED ASSETS, NOT ON 990: -1,443,071. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BURNET AVENUE ASSOCIATES LLC 629 OAK STREET SUITE 306 CINCINANTI OH 45206 273858781 HOLD INVESTMENT PROPERTY OH 0 2184855 BURNET AVENUE REDEVELOPMENT LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 LAND BANK HOLDING ENTITY OH 0 18289 BURNET COMMUNITY PARTNERS LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 HOLD INVESTMENT PROPERTY OH 0 0 CVP REDEVELOPMENT HOLDINGS LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 LAND BANK HOLDING ENTITY OH 138165 -1766489 NTP DEVELOPMENT LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 LAND BANK HOLDING ENTITY OH 42664 -6718347 SNB DEVELOPMENT GROUP LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 DEVELOPMENT AND LAND USE PLANNING ENTITY OH 0 -2615 SWQ PROPERTIES LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 LAND BANK HOLDING ENTITY OH 0 -1155 UCI RENTAL PROPERTIES LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 HOLD RESIDENTIAL REAL ESTATE RENTAL PROPERTIES OH 0 -67986 UPTOWN LOAN POOL I 629 OAK STREET SUITE 306 CINCINNATI OH 45206 263776596 MAKE LOANS TO THE UPTOWN PARTNERS INVESTMENT FUND OH 312315 25642906 UPTOWN LOAN POOL II 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 CONDUIT FOR MAKING LOANS OH 399900 22358571 UPTOWN TRANSPORTATION AUTHORITY LLC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 200688727 ADDRESS THE TRANSPORTATION INITIATIVE IN UPTOWN OH 70330 -2768559 UPTOWN BURNET PLACE INC 629 OAK STREET SUITE 306 CINCINNATI OH 45206 270262960 DEVELOP LOW INCOME HOUSING PROJECT OH UPTOWN CONSORTIUM INC C 10060 874073 0.79000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0