UPTOWN CONSORTIUM INC

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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

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

Program Service Accomplishments

Program 1

Expenses: $1,921,549 Revenue: $1,064,272

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.

Program 2

Expenses: $505,568 Revenue: $277,002

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...

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.

Program 3

Expenses: $206,047 Revenue: $116,633

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.

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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