UPTOWN UNITED (EIN 364028056) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

JACQUELINE LOEWE

Phone

7738781064

Tax Period

2024-01-01 to 2024-12-31

UPTOWN UNITED, founded in 2005, is a community nonprofit in the Unknown sector that reported $1.0M in total revenue in fiscal year 2018. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

SUPPORT OF AREA BUSINESSES AND THE NEIGHBORHOOD

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $967,753

Program Service Revenue $239,724

Investment Income $4,302

Other Revenue $16,996

TOTAL REVENUE $1,228,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $532,155

Fundraising Expenses $76,079

Program Expenses $898,334

Other Expenses $557,046

TOTAL EXPENSES $1,089,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,228,775	$1,205,457	+0.0%
Expenses	$1,089,201	$1,002,696	+0.1%
Net Income	$139,574	$202,761	-0.3%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

280

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE LOEWE	CHAIR	3.00	Officer Director	$0	$0	$0
JACKIE TAYLOR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JACQUELINE ZANDERS	SECRETARY	0.50	Officer Director	$0	$0	$0
SCOTT BASKIN	TREASURER	0.50	Officer Director	$0	$0	$0
MARIA BARNES	BOARD MEMBER	0.50	Director	$0	$0	$0
EDWARD BUDD	BOARD MEMBER	0.50	Director	$0	$0	$0
DON CARTELYOU	BOARD MEMBER	0.50	Director	$0	$0	$0
AMY CRAWFORD	BOARD MEMBER	0.50	Director	$0	$0	$0
NADIA GEIGLER	BOARD MEMBER	0.50	Director	$0	$0	$0
SHAWN JACKSON	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDSAY MARCINIAK	BOARD MEMBER	0.50	Director	$0	$0	$0
TAM VAN NGUYEN	BOARD MEMBER	0.50	Director	$0	$0	$0
TRESSA FEHER	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL TSANG	BOARD MEMBER	0.50	Director	$0	$0	$0
RHEA YAP	BOARD MEMBER	0.50	Director	$0	$0	$0
ALEX WOLKING	BOARD MEMBER	0.50	Director	$0	$0	$0
ANTONIA MILLS WESSELINK	BOARD MEMBER	0.50	Director	$0	$0	$0
SAM COADY	BOARD MEMBER	0.50	Director	$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	$1,228,775	$1,089,201	$1,045,571	$139,574
2023	$1,205,457	$1,002,696	$995,029	$202,761
2022	$1,000,577	$946,146	$914,043	$54,431
2021	$798,659	$732,002	$871,434	$66,657
2020	$481,142	$398,660	$378,599	$82,482
2019	$436,759	$391,116	$311,960	$45,643
2018	$1,000,778	$1,073,422	$1,290,355	$-72,644

UPTOWN UNITED