2025-11-12T05:28:57+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-01-01 752518612 Uptown Dallas Inc UPTO 2148712825 3600 MCKINNEY AVE SUITE 210 DALLAS TX 75204 NOELLE LEVEAUX INTERIM EXECUTIVE DIRECTOR 2148712825 2025-11-12 true Andrew Gray P01517705 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z Kelem Butts 3600 MCKINNEY AVE SUITE 210 DALLAS TX 75204 3601538 false X WWW.UPTOWNDALLAS.NET X 1992 TX NEIGHBORHOOD IMPROVEMENT AND SERVICES 52 51 6 52 0 3233781 3474762 85460 33090 12049 93686 0 3331290 3601538 620000 400000 0 572435 234706 0 0 2124533 2787469 3316968 3422175 14322 179363 6102523 6600728 3986674 4305516 2115849 2295212 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 false false 895730 3476762 MAINTENANCE WITHIN THE PUBLIC IMPROVEMENT DISTRICT ("PID") 741783 Payment to the organization's private security company, Tactical Protection Services for SECURITY USING OFF-DUTY POLICE OFFICERS IN VEHICLE PATROL AND ON BICYCLE PATROL 441832 31090 MARKETING AND PROMOTION OF ACTIVITIES/EVENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT ("PID") 420457 CAPITAL IMPROVEMENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT 400000 400000 McKinney Avenue Transit Authority - Public Transportation System 820457 400000 2899802 true false false true false false false false false false true false false true true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false true 36 0 true 6 true false false false false false false false false false false false false X 52 51 true false false false false false false true true false false false true true true true true true true false false false X Noelle Leveaux 2148712825 3600 MCKINNEY AVE 210 DALLAS TX 75204 Chris Cleghorn VICE CHAIRMAN 1.0 X X 0 0 0 Kevin Hickman IMMEDIATE PAST CHAIRMAN 0.5 X X 0 0 0 Michael Alost TREASURER 1.0 X X 0 0 0 NOELLE LEVEAUX BOARD MEMBER END: 9/24; INTERIM EXECUTIVE DIRECTOR 20.0 X X 36000 0 0 Ramsey March CHAIRMAN 2.0 X X 0 0 0 Yolanda Lawson SECRETARY 0.5 X X 0 0 0 Aaron Bidne BOARD MEMBER 1.0 X 0 0 0 Adam Maciak BOARD MEMBER 0.3 X 0 0 0 Amy Young BOARD MEMBER 0.3 X 0 0 0 Bill Weinberg BOARD MEMBER 1.0 X 0 0 0 Buddy Cramer BOARD MEMBER 1.0 X 0 0 0 Chase Prospere BOARD MEMBER 0.3 X 0 0 0 Cheryl Thompson BOARD MEMBER 0.5 X 0 0 0 Corbin Eckel BOARD MEMBER 0.3 X 0 0 0 De'On Collins BOARD MEMBER 0.5 X 0 0 0 Elliot Prieur BOARD MEMBER 0.3 X 0 0 0 Iman Harris BOARD MEMBER 1.0 X 0 0 0 James Blanton BOARD MEMBER 0.3 X 0 0 0 Joel Behrens BOARD MEMBER 0.5 X 0 0 0 John Armstrong BOARD MEMBER 2.0 X 0 0 0 John Murray BOARD MEMBER 0.5 X 0 0 0 Joseph Pitchford BOARD MEMBER 1.0 X 0 0 0 Jud Pankey BOARD MEMBER 0.5 X 0 0 0 Judy Hearst BOARD MEMBER 0.5 X 0 0 0 Katy Slade BOARD MEMBER 0.3 X 0 0 0 Keith Hull BOARD MEMBER END: 7/24 0.3 X 0 0 0 Kelem Butts BOARD MEMBER 1.0 X 0 0 0 Kevin Butkus BOARD MEMBER 0.5 X 0 0 0 Kevin Welsch BOARD MEMBER 1.0 X 0 0 0 Kyle Noonan BOARD MEMBER 0.5 X 0 0 0 Lily Smith BOARD MEMBER 0.3 X 0 0 0 Melayne Packer BOARD MEMBER 0.3 X 0 0 0 Melissa Swope BOARD MEMBER 0.5 X 0 0 0 Michael Salcher BOARD MEMBER END: 5/24 0.3 X 0 0 0 Mike Turner BOARD MEMBER 1.0 X 0 0 0 Neal Sleeper BOARD MEMBER 2.0 X 0 0 0 Pasha Heidari BOARD MEMBER 1.0 X 0 0 0 Paula Nemec BOARD MEMBER 0.5 X 0 0 0 Paula Peters BOARD MEMBER 0.5 X 0 0 0 Phil Cobb BOARD MEMBER 1.0 X 0 0 0 Pretlow Riddick BOARD MEMBER 1.0 X 0 0 0 Robert Wright BOARD MEMBER 0.5 X 0 0 0 Ryan McManigal BOARD MEMBER 0.5 X 0 0 0 Scott Sherwood BOARD MEMBER 0.3 X 0 0 0 Seth Thatcher BOARD MEMBER 0.5 X 0 0 0 Shan Zaidi BOARD MEMBER 0.3 X 0 0 0 Sharon Quist BOARD MEMBER 0.5 X 0 0 0 Tara Green BOARD MEMBER 0.5 X 0 0 0 Tony Page BOARD MEMBER 2.0 X 0 0 0 Wade Johns BOARD MEMBER 0.5 X 0 0 0 Whit Thompson BOARD MEMBER 0.5 X 0 0 0 Zachary Porter BOARD MEMBER 0.3 X 0 0 0 Jamee Jolly PRESIDENT & EXECUTIVE DIRECTOR END: 9/2024 40.0 X 153489 0 13821 Harry Deltufo Director of Public Safety & Operations 40.0 X 126019 0 12551 315508 0 26372 2 false true false TACTICAL PROTECTION SERVICES LLC 1701 PAYNE STREET 2301 DALLAS TX 75201 SECURITY SERVICES 432342 1 3459762 15000 3474762 Marketing Initiatives 541800 31090 31090 Park Management 713990 2000 2000 0 0 0 0 33090 75224 75224 0 0 18462 0 18462 18462 18462 0 0 0 0 0 0 3601538 33090 0 93686 400000 400000 167310 167310 54032 54032 13364 13364 44170 44170 75455 0 75455 0 44041 44041 97168 97168 9548 9548 17285 17285 Maintenance 895730 895730 Public Safety Initiative 741783 741783 Marketing & Promotion 441832 441832 Capital Improvement 420457 420457 0 0 0 0 3422175 2899802 522373 0 91902 230195 1983977 2130694 3707601 73322 0 0 0 0 1466 1466 7944 8028 90743 54443 50886 36300 0 0 258747 0 4120723 6102523 6600728 48716 157652 3675047 3924486 0 0 262911 223378 3986674 4305516 X 2115849 2295212 2115849 2295212 6102523 6600728 179363 0 X false true true false X 1 1 1 1 15000 15004 2817450 2954846 2973076 3263778 3459762 15468912 0 2817451 2954847 2973077 3263779 3474762 15483916 0 15483916 7365 5380 3995 12049 75224 104013 0 0 0 0 0 0 0 15587929 288908 0.99333 0.9789 X 2899802 2899802 294990 0 73748 0 0 296307 294882 294990 886179 1329269 0 0 0 74077 73721 73748 221546 332318 0 0 0 24148 24148 63096 50944 12152 3499 3499 0 36300 ROU Asset 218383 Tax Assessment Receivable 3902340 4120723 Federal Income Taxes Lease Liability 223378 223378 X 3601538 0 0 3601538 0 0 3601538 3422175 0 0 3422175 0 0 3422175 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITION UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true Mckinney Avenue Transit Authority 3153 Oak Grove Ave Dallas TX 75204 751871492 501(c)(3) 400000 Operating Support 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X X X X false false false false false false false false false Jamee Jolly PRESIDENT & EXECUTIVE DIRECTOR END: 9/2024 153489 0 0 0 0 0 6228 0 7593 0 167310 0 0 0 Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 420,457 including grants of $) CAPITAL IMPROVEMENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 400,000 including grants of $ 400,000) McKinney Avenue Transit Authority - Public Transportation System Form 990, Part VI, Line 2 Family/business relationships amongst interested persons JOHN ARMSTRONG, PAULA PETERS - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT IS PROVIDED TO THE EXECUTIVE DIRECTOR AND BOARD FOR REVIEW BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy In connection with any actual or possible transaction or arrangement involving the Corporation in which a Subject Person becomes or may become an Interested Person, that Subject Person must disclose the existence of the Financial Interest or External Loyalty and be given the opportunity to disclose all material facts to the directors and members of committees with powers delegated by the governing board considering the proposed transaction or arrangement. After disclosure of the Financial Interest or External Loyalty and all material facts and any discussion, the Interested Person shall leave the governing board or committee meeting while the determination of a Conflict of Interest is discussed and voted upon. The remaining board or committee members shall decide if a Conflict of Interest exists. If determined a conflict of interest exist, the following procedure shall be followed: -An Interested Person may make a presentation at the governing board or committee meeting, but after the presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible Conflict of Interest. -The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. -After exercising due diligence, the governing board or committee shall determine whether the Corporation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a Conflict of Interest. -If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a Conflict of Interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Corporation's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement If the governing board or committee has reasonable cause to believe a Subject Person has failed to disclose a Financial Interest or External Loyalty or an actual or possible Conflict of Interest, it shall inform the Subject Person of the basis for such belief and afford the Subject Person an opportunity to explain the alleged failure to disclose. If, after hearing the Subject Person's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the Subject Person has failed to disclose an actual or possible Conflict of Interest, it shall take appropriate disciplinary and corrective action. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Executive Director salary is reviewed by the Executive Committee annually when assessing annual raises, and by the Executive Search Committee when hiring a new Director. In 2024, the Executive Director salary was not reviewed as the position was not filled during the annual review timeframe. The last time it was reviewed was in 2025 when the new executive director was hired. Compensation/salary data is obtained through the organizations' PEO, Insperity. The data in the salary survey for the Executive Director position comes from Salary.com CompAnalyst, the premium salary tool from Salary.com The CompAnalyst database includes data from salary surveys that are purchased and conducted by Salary.com and the data is vetted by compensation professionals at Salary.com The database includes data from nearly 9K organizations nationally. The data in the salary survey is also scoped to fit the specific industry, size, and location of the company. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.