UPTOWN CONSORTIUM INC (EIN 200688727) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

LAURA N BRUNNER

Phone

5138618726

Tax Period

2024-01-01 to 2024-12-31

UPTOWN CONSORTIUM INC, founded in 2004, is a mid-sized nonprofit in the Community Improvement sector that reported $15.5M in total revenue in fiscal year 2024. Revenue surged 662% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.9M, a strong 77% operating margin.

Mission

CORPORATION DEDICATED TO THE HUMAN, SOCIAL, ECONOMIC, AND PHYSICAL IMPROVEMENT OF CINCINNATI.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,990,760

Program Service Revenue $1,417,445

Investment Income $52,867

Other Revenue $40,462

TOTAL REVENUE $15,501,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,216,749

Fundraising Expenses $0

Program Expenses $2,633,164

Other Expenses $2,411,987

TOTAL EXPENSES $3,628,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,501,534	$2,034,068	+6.6%
Expenses	$3,628,736	$2,677,496	+0.4%
Net Income	$11,872,798	$-643,428	-19.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$590,342

Total Directors

Key Employees

$216,627

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR NEVILLE PINTO	CHAIR	1.00	Officer Director	$0	$0	$0
DAVE JENIKE	MEMBER	1.00	Director	$0	$0	$0
KATRINA ENGLISH	MEMBER	1.00	Director	$0	$0	$0
PAUL JENNY	MEMBER	1.00	Director	$0	$0	$0
DR STEVE DAVIS	MEMBER	1.00	Director	$0	$0	$0
THANE MAYNARD	MEMBER	1.00	Director	$0	$0	$0
CORY SHAW	MEMBER	1.00	Director	$0	$0	$0
RYAN HAYS	MEMBER	1.00	Director	$0	$0	$0
BETH ROBINSON	PRESIDENT & CEO	40.00	Officer	$306,970	$29,866	$336,836
RICARDO LOPEZ	DIRECTOR, ACCOUNTING & FINANCE	40.00	Officer	$123,263	$14,385	$137,648
BROOKE RAPP	DIRECTOR, COMMUNITY DEVELOPMENT	40.00	Officer	$111,714	$4,144	$115,858
FRANZ STANSBURY	DIRECTOR, REAL ESTATE	40.00	Key Emp	$187,565	$29,062	$216,627

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$15,501,534	$3,628,736	$50,297,926	$11,872,798
2023	$2,034,068	$2,677,496	$45,671,904	$-643,428
2022	$2,958,875	$2,676,814	$49,367,028	$282,061
2021	$3,635,083	$2,758,894	$48,769,144	$876,189
2020	$2,454,792	$2,984,655	$50,287,796	$-529,863
2019	$1,902,960	$2,920,726	$50,207,357	$-1,017,766
2018	$6,970,801	$4,570,573	$55,132,998	$2,400,228

UPTOWN CONSORTIUM INC