UPTOWN DALLAS INC (EIN 752518612) - 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

1992

Legal Domicile

Principal Officer

JAMEE JOLLY

Phone

2148712825

Tax Period

2023-01-01 to 2023-12-31

UPTOWN DALLAS INC, founded in 1992, is a community nonprofit in the Community Improvement sector that reported $3.3M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

NEIGHBORHOOD IMPROVEMENT AND SERVICES

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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 $3,233,781

Program Service Revenue $85,460

Investment Income $12,049

Other Revenue $0

TOTAL REVENUE $3,331,290

Expense Breakdown

Grants Paid $620,000

Salaries & Benefits $572,435

Fundraising Expenses $0

Program Expenses $2,897,644

Other Expenses $2,124,533

TOTAL EXPENSES $3,316,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,331,290	$3,007,792	+0.1%
Expenses	$3,316,968	$3,363,839	0.0%
Net Income	$14,322	$-356,047	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN HICKMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RAMSEY MARCH	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL ALOST	TREASURER	1.00	Officer Director	$0	$0	$0
YOLANDA LAWSON	SECRETARY	1.00	Officer Director	$0	$0	$0
PAULA PETERS	BOARD MEMBER	1.00	Director	$0	$0	$0
NEAL SLEEPER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL BEHRENS	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL COBB	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY HEARST	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ARMSTRONG	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB EDMONSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BUDDY CRAMER	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACHARY PORTER	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE NOONAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KELEM BUTTS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY PAGE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATY SLADE	BOARD MEMBER	1.00	Director	$0	$0	$0
PASHA HEIDRARI	BOARD MEMBER	1.00	Director	$0	$0	$0
WILL HENDRICKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH HULL	BOARD MEMBER	1.00	Director	$0	$0	$0
NOELLE LEVEAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA NEMEC	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLIOTT PRIEUR	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES REEDER	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT SHERWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
SETH THATCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUD PANKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL SALCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL SCHAKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA SWOPE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN BUTKUS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS CLEGHORN	BOARD MEMBER	1.00	Director	$0	$0	$0
CORBIN ECKEL	BOARD MEMBER	1.00	Director	$0	$0	$0
WADE JOHNS	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN MCMANIGAL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHASE PROSPERE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL WEINBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAN ZAIDI	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMEE JOLLY	PRESIDENT AND EXECUTIVE DIRECTOR	40.00	Highest	$145,806	$0	$145,806

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	No data	No data	No data	No data
2023	$3,331,290	$3,316,968	$6,102,523	$14,322
2022	$3,007,792	$3,363,839	$5,779,627	$-356,047
2021	$2,997,667	$2,586,787	$5,426,873	$410,880
2020	$2,854,160	$2,426,708	$4,985,671	$427,452
2019	$2,653,845	$2,053,656	$4,517,756	$600,189
2018	$2,142,655	$2,499,240	$1,024,005	$-356,585

UPTOWN DALLAS INC