UPTOWN ASSOCIATION INC (EIN 237451322) - 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

1975

Legal Domicile

Principal Officer

Jill Gleich Osiecki

Phone

6128234581

Tax Period

2024-01-01 to 2024-12-31

UPTOWN ASSOCIATION INC, founded in 1975, is a small nonprofit in the Human Services sector that reported $204K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $255K exceeded revenue, resulting in a 25% operating deficit.

Mission

THE UPTOWN ASSOCIATION'S MISSION IS TO IMPROVE THE ECONOMIC VITALITY AND SUSTAINABILITY OF UPTOWN THROUGH PROGRAMS, PROMOTIONS, AND PARTNERSHIPS WITHIN THE COMMUNITY

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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 $39,020

Program Service Revenue $156,433

Investment Income $0

Other Revenue $8,739

TOTAL REVENUE $204,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,820

Fundraising Expenses $7,782

Program Expenses $179,849

Other Expenses $136,168

TOTAL EXPENSES $254,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,192	$484,087	-0.6%
Expenses	$254,988	$427,330	-0.4%
Net Income	$-50,796	$56,757	-1.9%

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

200

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

$70,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL GLEICH OSIECKI	Executive Dir.	40.00	Officer	$70,000	$0	$70,000
AARON MEYERS	Director	1.00	Director	$0	$0	$0
JUDY SHIELDS	Director	1.00	Director	$0	$0	$0
TONY HEINZ	Director	1.00	Director	$0	$0	$0
CHRIS IKEDA	Director	1.00	Director	$0	$0	$0
JUDY LONGBOTTOM	Director	1.00	Director	$0	$0	$0
JANICE JOHNSON	Director	1.00	Director	$0	$0	$0
MIKE FINKELSTEIN	Treasurer	1.00	Officer	$0	$0	$0
NATASHA GREILING	President	1.00	Officer	$0	$0	$0

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	$204,192	$254,988	$99,704	$-50,796
2023	$484,087	$427,330	$95,314	$56,757
2022	$509,984	$534,857	$40,867	$-24,873
2021	$37,182	$161,483	$95,446	$-124,301
2020	$102,876	$233,673	$209,038	$-130,797
2019	$537,553	$534,847	$174,597	$2,706
2018	$594,180	$604,235	$173,116	$-10,055

UPTOWN ASSOCIATION INC