UPTOWN LEXINGTON INC (EIN 561837740) - 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

1993

Legal Domicile

Principal Officer

JEFF SMITH

Phone

3362490383

Tax Period

2023-07-01 to 2024-06-30

UPTOWN LEXINGTON INC, founded in 1993, is a small nonprofit in the Environment sector that reported $195K in total revenue in fiscal year 2023. The organization ran a surplus of $30K, a strong 15% operating margin.

Mission

TO PROVIDE MANAGEMENT SERVICES TO THE CITY OF LEXINGTON FOR THE REVITALIZATION OF THE UPTOWN AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $92,813

Program Service Revenue $87,943

Investment Income $6,414

Other Revenue $7,925

TOTAL REVENUE $195,095

Expense Breakdown

Grants Paid $1,604

Salaries & Benefits $73,118

Fundraising Expenses $18,280

Program Expenses $104,560

Other Expenses $90,813

TOTAL EXPENSES $165,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,095	$184,859	+0.1%
Expenses	$165,535	$158,911	+0.0%
Net Income	$29,560	$25,948	+0.1%

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

150

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

$12,208

Total Directors

$12,208

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BAER	PRESIDENT ELECT	1.00	Director	$0	$0	$0
JEFF SMITH	PRESIDENT	1.00	Officer Director	$600	$0	$600
BROOKE BISHOP	BOARD	1.00	Director	$0	$0	$0
JESSICA MCDANIEL	SECRETARY	1.00	Officer Director	$11,608	$0	$11,608
JOE WATKINS	BOARD	1.00	Director	$0	$0	$0
JASON HAYES	BOARD	1.00	Director	$0	$0	$0
FRED MCCLURE	BOARD	1.00	Director	$0	$0	$0
DAN BRIGGS	BOARD	1.00	Director	$0	$0	$0
JOHNSON PHILLIPS	BOARD	1.00	Director	$0	$0	$0
CAITLIN WILLIAMS-COLE	BOARD	1.00	Director	$0	$0	$0
JULIE HARSHAW	TREASURER	1.00	Officer Director	$0	$0	$0
JOSH TACKETT	BOARD	1.00	Director	$0	$0	$0
CONRAD MCKNIGHT	BOARD	1.00	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
2025	No data	No data	No data	No data
2024	$195,095	$165,535	$171,330	$29,560
2023	$184,859	$158,911	$141,462	$25,948
2022	$185,039	$195,861	$128,024	$-10,822
2021	$153,128	$154,461	$138,453	$-1,333
2020	$242,777	$200,904	$140,658	$41,873
2019	$198,051	$181,552	$97,424	$16,499
2018	$220,669	$270,161	$83,236	$-49,492

UPTOWN LEXINGTON INC