UPTOWN DALLAS INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UPTOWN DALLAS INC (EIN 75-2518612)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202001769349301130
- Schema version
- 2019v5.1
- 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 | 2020-06-24T11:46:57-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 1711 CLARKSVILLE ST | AddressLine1Txt |
| City | PARIS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY STEWART | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2148712825 | PhoneNum |
| Signature | 2020-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Malnory | PreparerPersonNm |
| PTIN | P00537508 | PTIN |
| Phone | 2145590784 | PhoneNum |
| Preparation | 2020-06-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.92.39.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-24 | IPDt |
| IP Tm | 11:46:49 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1EB0ED716F33C1B453D92DB318C70D7F2B266439 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FB1F40EAA698C1D687897897161C710462746D6C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHY STEWART | 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 | $2,653,845 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uptowndallas.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | NEIGHBORHOOD IMPROVEMENT AND SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,081,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,622,897 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,259 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,857 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,474 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,091 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,142,655 | PYTotalRevenueAmt |
| CY Total Revenue | $2,653,845 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $300,042 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $360,752 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $373,857 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,838,446 | PYOtherExpensesAmt |
| CY Other Expenses | $1,379,799 | CYOtherExpensesAmt |
| PY Total Expenses | $2,499,240 | PYTotalExpensesAmt |
| CY Total Expenses | $2,053,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$356,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $600,189 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,024,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,517,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,898,513 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,019,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,619,243 | 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 BY 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $334,428 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MARKETING AND PROMOTION OF THE PUBLIC IMPROVEMENT DISTRICT ("PID") | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $306,282 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| 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 | $300,000 | ExpenseAmt |
| Grant | $300,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MCKINNEY AVE TROLLEY PUBLIC TRANSPORTATION SYSTEM | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $687,442 | $0 | $0 | MAINTENANCE IN THE PID INCLUDING IRRIGATION, ROUTINE AND SPECIAL MAINTENANCE, TREES, STREET SWEEPING, TRASH SERVICE. |
| $70,351 | $0 | $0 | $70,351-CAPITAL ENHANCEMENTS- WAYFINDING AND PUBLIC ART URBAN INITIATIVE AND WALKING; KATY TRAIL ENTRANCE URBAN PLANNING CONSULTING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $757,793 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,698,503 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY STEWART | PersonNm |
| 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 (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JUDSON PANKEY | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JOEL BEHRENS | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| PHIL COBB | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| ROBERT BAGWELL | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KURT DAY | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| PAULA PETERS | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| NEAL SLEEPER | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| ALBERT CHAPMAN | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| BENJI HOMSEY | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| CHERYL THOMPSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| JOHN ARMSTRONG | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| SARA DODD | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| MARK DICKENSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| MATT ENZLER | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| BOB EDMONSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KEVIN HICKMAN | |||||
| EXECUTIVE COMMITTEE | 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 |
| PHIL PUCKETT | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KYLE NOONAN | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KYLE CREWS | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| YOLANDA LAWSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| JOSEPH PITCHFORD | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| ROBERT WRIGHT | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| ANTHONY PAGE | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KATY SLADE | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| SCOTT SHERWOOD | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| RENAUE THOMPSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| WHITNEY FARLEY | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| MIKE TURNER | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| DEBORAH RYAN | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| COLIN FITZGIBBONS | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| JAMES REEDER | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| MATT SEGRIST | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KELEM BUTTS | |||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JUDY HEARST | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| JON KING | |||||
| 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 |
| GREG KRAUS | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KYLEE LAMBERT | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| RAMSEY MARCH | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| ELLIOT PRIEUR | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| KEN REESE | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| ERIC SODEN | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| SETH THATCHER | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $2,618,125 | GovernmentGrantsAmt |
| All Other Contributions | $4,772 | AllOtherContributionsAmt |
| Total Contributions | $2,622,897 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSORSHIPS AND FEES | Desc |
| Business | 561700 | BusinessCd |
| Total Revenue Column | $25,857 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,857 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,091 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,091 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,653,845 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,857 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,091 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,000 | TotalAmt |
| Program Services | $300,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,795 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $119,795 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,263 | TotalAmt |
| Program Services | $226,263 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,217 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,217 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,369 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,369 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,213 | TotalAmt |
| Program Services | $14,997 | ProgramServicesAmt |
| Management And General | $3,216 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,324 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,324 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,365 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $22,365 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,549 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $73,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,149 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $49,149 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,857 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,857 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MARKETING & PROMOTION | $274,106 | $274,106 | $0 | $0 |
| POLICE PATROL | $245,960 | $245,960 | $0 | $0 |
| PID MAINTENANCE | $627,120 | $627,120 | $0 | $0 |
| PID CAPITAL IMPROVEMENTS | $10,057 | $10,057 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,312 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $33,312 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,053,656 | TotalAmt |
| Program Services | $1,698,503 | ProgramServicesAmt |
| Management And General | $355,153 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,868 | BOYAmt |
| EOY | $182,844 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,672 | BOYAmt |
| EOY | $1,419,938 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,913,508 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465 | BOYAmt |
| EOY | $1,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,583 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,583 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,005 | BOYAmt |
| EOY | $4,517,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,951 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,898,513 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,951 | BOYAmt |
| EOY | $2,898,513 | 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 | $1,019,054 | BOYAmt |
| EOY | $1,619,243 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,054 | BOYAmt |
| EOY | $1,619,243 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,005 | BOYAmt |
| EOY | $4,517,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $600,189 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,772 | CurrentTaxYearAmt |
| Total | $42,171 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,693,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,933,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,189,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,070,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,644,558 | CurrentTaxYearAmt |
| Total | $10,531,606 | 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 Minus4 Years | $1,693,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,933,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,215,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,081,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,649,330 | CurrentTaxYearAmt |
| Total | $10,573,777 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,573,777 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,091 | CurrentTaxYearAmt |
| Total | $26,930 | 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 Minus4 Years | $110,906 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,259 | CurrentTaxYearMinus1YearAmt |
| Total | $394,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,995,662 | TotalSupportAmt |
| Public Support CY170 | 0.96160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: FEES 2015: 110906. 2016: 195192. 2017: 34598. 2018: 54259. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,961 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $17,961 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $25,042 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $25,042 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $27,580 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $27,580 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,653,845 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,653,845 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,653,845 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,053,656 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,053,656 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,053,656 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKINNEY AVE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TROLLEY ASSOCIATION | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 751871492 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $300,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | 0 | NonCashAssistanceDesc |
| Purpose Of Grant | OPERATIONS | PurposeOfGrantTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NEAL SLEEPER | |||
| BOARD MEMBER | $49,149 | RENT EXPENSE | false |
| PHIL COBB | |||
| BOARD MEMBER | $300,000 | OPERATIONS SUPPORT | false |
| JOEL BEHRENS | |||
| BOARD MEMBER | $300,000 | OPERATIONS SUPPORT | false |
| TONY PAGE | |||
| BOARD MEMBER | $300,000 | OPERATIONS SUPPORT | false |
| NOELLE LEVEAUX | |||
| INTERIM EXEC DIR | $0 | LIAISON BETWEEN BOARDS | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV L 2,3,4 | MR. PHIL COBB, MR. JOEL BEHRENS, MR. TONY PAGE SERVE AS A 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 PROVIDE FREE TROLLEY SERVICE IN THE UPTOWN AND DOWNTOWN DALLAS, TX AREA. OPERATING EXPENSES OF MATA ARE PARTIALLY FUNDED BY YEARLY DONATIONS FROM UPTOWN DALLAS INC. AS APPROVED BY UPTOWN DALLAS, INC. BOARD OF DIRECTORS. MATA RECEIVES DONATIONS FROM OTHER GOVERNMENTAL AND NON-GOVERNMENTAL ENTITIES. |
| PART IV L 5 | MS. NOELLE LEVEAUX SERVED AS INTERIM EXECUTIVE DIRECTOR OF UPTOWN DALLAS INC. AND SERVED AS LIAISON BETWEEN UPTOWN DALLAS INC. AND MCKINNEY AVENUE TRANSIT AUTHORITY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | A DRAFT IS PROVIDED TO THE PRESIDENT FOR REVIEW BEFORE FILING |
| Pt V, Line 3b | UNRELATED BUSINESS INCOME IS LESS THAN $1000 |
| Pt VI, Line 19 | UPON REQUEST AND APPROVAL OF BOARD |
| Pt XII, Line 2c | THE FINANCE & ADMINISTRATION COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE |
| Pt VI, Line 12c | THE BOARD MEMBERS REVIEW AND SIGN THE POLICY YEARLY |
| Pt VI, Line 15a | ANY COMPENSATION REQUESTS ARE REVIEWED BY THE BOARD PRIOR TO APPROVAL |
| Pt VI, Line 2 | BOARD MEMBER JOHN ARMSTRONG IS MARRIED TO BOARD MEMBER PAULA PETERS |
| Pt VI, Line 10b | THE ORGANIZATION DOES NOT HAVE ANY LOCAL CHAPTERS, BRANCHES, OR AFFILIATES |
| Pt XII, Line 1 | ORGANIZATION REQUIRED BY CITY OF DALLAS TO CHANGE METHOD OF ACCOUNTING FROM MODIFIED CASH TO ACCRUAL. |
| Pt VI, Line 15b | ANY COMPENSATION REQUESTS ARE REVIEWED BY THE BOARD PRIOR TO APPROVAL |
| Form 990, Part III, Line 4d | MAINTENANCE IN THE PID INCLUDING IRRIGATION, ROUTINE 687442. 0. 0. |
| Form 990, Part III, Line 4d | $70,351-CAPITAL ENHANCEMENTS- WAYFINDING AND PUBLIC ART 70351. 0. 0. |