UPTOWN WESTERVILLE INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UPTOWN WESTERVILLE INC (EIN 81-4833262)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349204700
- Schema version
- 2020v4.0
- 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 | 2021-11-12T12:59:20-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311081751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Toukan & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Charring Cross Drive | AddressLine1Txt |
| City | Westerville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814833262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Uptown Westerville Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPTO | BusinessNameControlTxt |
| Phone | 6143542713 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 East College Avenue | AddressLine1Txt |
| City | Westerville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn Aventino | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lynn | PersonFirstNm |
| Person Last | Aventino | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Heather L Linch CPA | PreparerPersonNm |
| PTIN | P00238341 | PTIN |
| Phone | 6149017100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.uptownwestervilleinc.com | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $99,814 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $75,573 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $23,222 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $9,721 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $13,501 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $1,019 | OtherRevenueTotalAmt |
| Total Revenue | $90,093 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $67,157 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $11,846 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $3,300 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $17,168 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $23,657 | OtherExpensesTotalAmt |
| Total Expenses | $123,128 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$33,035 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $62,935 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,900 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,775 | BOYAmt |
| EOY | $26,899 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,160 | BOYAmt |
| EOY | $3,001 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,935 | BOYAmt |
| EOY | $29,900 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,935 | BOYAmt |
| EOY | $29,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The purposes for which the Corporation is organized are to protect and revitalize the historically and culturally significant traditional Uptown commercial area of the City of Westerville, Ohio. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (5 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| Saturday Farmers Market - While most of central Ohio farmers markets were planning drive-up only, Uptown served as a model to opening back up safely, starting with a dedicated commitment to adhering to public health guidelines, monitoring capacity, giving masks to every guest, instituting one-way traffic flow, and sanitizing appropriately. We continued to grow ~20 percent year-over-year with 48 approved vendors joining us in our new location behind City Hall every Saturday from May 23 thru October 10. Live music and yoga continued to also be mainstays, as Uptown witnessed noticeable spikes in traffic and parking usage on Saturdays. For the last two years,our vendors have donated ~500 pounds of food to The Promise House. SNAP purchases quadrupled, increasing from $280 in 2019 to over $1,400 in 2020. Also, this year was our first to participate in the Franklin County WIC program where we welcomed 807 WIC customers and paid out $9,130 in WIC benefits. | $22,112 |
| We honored our city's history in the prohibition movement as the once Dry Capital of the World, by publishing a book called Westerville: The War Machine of Prohibition commemorating this milestone. | $29,483 |
| We did our best to promote safe foot traffic to our Uptown merchants: * Our shop local challenge in April was a social media campaign where visitors would share photos of them shopping Uptown; we awarded eight $25 gift cards to different individuals who spent at least $25 in Uptown businesses. * Following a memorably difficult spring, we worked with a local filmmaker in producing a video featuring our Uptown business community thanking all those who continue to shop local and support small businesses; we reached ~1,800+ people all organically on Facebook. * In December, we compiled a holiday gift guide showcasing the finest offerings from our Uptown merchants that saw 250 page views weekly . * We continue to maintain an active website resource and social media accounts to engage with the community and keep everyone informed: * UptownWestervilleInc.Com - 18,494 unique visitors in 2020, 29,489 page views in 2020 * E-mail: 99% delivery rate, 53% open rate, 14% click rate * Facebook: 3,492 followers (~16 percent increase year-over-year) * Instagram: 2,083 followers (~30 percent increase year-over-year) | $7,371 |
| On February 15, we celebrated our longest-recurring event and a fan favorite: the Cookie Walk. 24 of our Uptown merchants joined us in giving 500+ attendees from here in Westerville and 26 other communities across Ohio delicious Cheryl's Cookies, as they toured Uptown by foot. | $7,371 |
| Kicking off in July 2019, streetscape improvements continued through 2020 taking advantage of significantly reduced vehicular and pedestrian traffic, and were mostly complete by November, with construction being considered an "essential" service. Our organization kept the community informed throughout the entire process by managing the Upgrading Uptown Facebook page with key, timely updates. By the numbers, these improvements consisted of:* 38,207 square feet of new sidewalks* 13,000 square feet of new brick crosswalks* 23 new street name plaques* 36 new address plaques* 31 new planters* 6 new chairs* 11 new bike racks* 14 new trash/recycling containers | $7,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,708 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (17 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|
| Ken Wright | |||
| Board Member | 2.00 | $0 | |
| Nicole Harrison | |||
| President | 4.00 | $0 | |
| Troy Bonte | |||
| Board Secretary | 0.25 | $0 | |
| Kristin Michel | |||
| Vice President | 0.25 | $0 | |
| Tony Cabilovski | |||
| Board Mbr - 3.1 | 0.25 | $0 | |
| Meredith Jones | |||
| Board Member | 0.25 | $0 | |
| Steve Lebold | |||
| Treasurer | 0.50 | $0 | |
| Kurt McCurdy | |||
| Board Mbr - 3.1 | 0.25 | $0 | |
| Steven Michalovich | |||
| Vice President | 2.00 | $0 | |
| Ann Netzley-Hollins | |||
| Board Member | 2.00 | $0 | |
| Nancy Nestor-Baker | |||
| Board Member | 0.50 | $0 | |
| Siobhan Blake | |||
| Board Member | 2.00 | $0 | |
| Debbie Reich | |||
| Board Member | 2.00 | $0 | |
| Dennis Blair | |||
| Vice President | 2.00 | $0 | |
| Lynn Aventino | |||
| Executive Dir. | 50.00 | $57,615 | $4,950 |
| Tim Bullock | |||
| Board Member | 0.25 | $0 | |
| Mike Deringer | |||
| Board Member | 0.25 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mott's Bookkeeping Services | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hoff Rd | AddressLine1Txt |
| City | Westerville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6148910930 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 Minus3 Years | $96,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,573 | CurrentTaxYearAmt |
| Total | $352,328 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $96,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,573 | CurrentTaxYearAmt |
| Total | $352,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,899 | SubstantialContributorsTotAmt |
| Public Support Total170 | $340,429 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $40,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,241 | CurrentTaxYearAmt |
| Total | $195,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $548,151 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Sat. Farmer's Mkt | Event1Nm |
| Gross Receipts Event1 | $14,097 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $14,097 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,622 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $14,097 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $14,097 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,622 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,622 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,475 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | Miscellaneous Revenue $1019 |
| Other Expenses.1001 | Advertising and Promotion $644 |
| Other Expenses.1002 | Office Expenses $8779 |
| Other Expenses.1003 | Information Technology $1296 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $466 |
| Other Expenses.1009 | Depreciation $708 |
| Other Expenses.1012 | Insurance $1177 |
| Other Expenses.2 | Nutrition Program Expense $10172 |
| Other Expenses.3 | Membership Dues $415 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $865 Furniture and Fixtures - Ending $662 |
| Other Assets.1003 | Machinery and Equipment - Beginning $2313 Machinery and Equipment - Ending $1808 |
| Other Assets.1 | SNAP - Beginning $-18 SNAP - Ending $-18 |
| Other Assets.2 | Paypal Reserves - Beginning $0 Paypal Reserves - Ending $549 |