UPTOWN WESTERVILLE 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

2017

Legal Domicile

Principal Officer

NANCY NESTOR-BAKER

Phone

6143542713

Tax Period

2025-01-01 to 2025-12-31

UPTOWN WESTERVILLE INC, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $296K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. Expenses of $280K left a modest 6% surplus.

Mission

THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE TO PROTECT AND REVITALIZE THE HISTORICALLY AND CULTURALLY SIGNIFICANT TRADITIONAL UPTOWN COMMERCIAL AREA OF THE CITY OF WESTERVILLE,OHIO

Program Service Accomplishments

Program 1

Expenses: $4,529

PRESERVING THE HISTORIC CHARACTER AND CHARM OF UPTOWN WESTERVILLE THROUGH EXPANSION OF THE HISTORIC PLAQUE PROGRAM, INCLUDING A WALKING TOUR OF THE HISTORIC BUILDINGS THAT HAVE PLAQUES THROUGHOUT...

PRESERVING THE HISTORIC CHARACTER AND CHARM OF UPTOWN WESTERVILLE THROUGH EXPANSION OF THE HISTORIC PLAQUE PROGRAM, INCLUDING A WALKING TOUR OF THE HISTORIC BUILDINGS THAT HAVE PLAQUES THROUGHOUT UPTOWN WESTERVILLE. HOLIDAY EVENTS IN NOVEMBER AND DECEMBER SUCH AS HOSTING SANTA AND MRS. CLAUS IN UPTOWN WESTERVILLE AND HOLIDAY TREE LIGHTING ACTIVITIES. GHOST STORY TOURS IN UPTOWN, STORIES WERE COMPILED FROM LOCAL PROPERTY AND BUSINESS OWNERS, A PRODUCTION COMPANY WAS HIRED TO LEAD THE TOURS SO THEY WERE FUN AND THEATRICAL, NOT HORROR BASED

Program 2

Expenses: $967

DEVELOPING AND MAINTAINING COMMUNICATIONS TO STAKEHOLDERS THROGUH EMAIL NEWSLETTERS, SOCIAL MEDIA AND WEBSITE. THE ORGANIZATION MAINTAINS 2 INSTAGRAM ACCOUNTS, A FACEBOOK PAGE AND AN ACTIVE WEBSITE THAT HOSTS BLOGS ON TOPICS OF INTEREST TO THE COMMUNITY, A COMMUNITY CALENDAR AND AN E- COMMERCE SITE FOR EVENT REGISTRATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $198,937

Program Service Revenue $0

Investment Income $14,469

Other Revenue $82,661

TOTAL REVENUE $296,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,411

Fundraising Expenses $0

Program Expenses $158,363

Other Expenses $112,215

TOTAL EXPENSES $279,626

Year-over-Year Comparison

	2025	2024	Change
Revenue	$296,067	$328,664	-0.1%
Expenses	$279,626	$210,000	+0.3%
Net Income	$16,441	$118,664	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY NESTOR-BAKER	PRESIDENT	8.00	Officer Director	$0	$0	$0
TIM BULLOCK	VICE PRESIDE	1.75	Officer Director	$0	$0	$0
JOHN BROOKS	TREASURER	1.50	Officer Director	$0	$0	$0
SIOBHAN BLAKE	SECRETARY	2.25	Officer Director	$0	$0	$0
KATHY COCUZZI	BOARD MEMBER	3.00	Director	$0	$0	$0
JULIE COLLEY	BOARD MEMBER	3.00	Director	$0	$0	$0
DAVID GRIMES	BOARD MEMBER	1.75	Director	$0	$0	$0
MIKE HERRON	BOARD MEMBER	1.75	Director	$0	$0	$0
MARY BETH METZ	BOARD MEMBER	1.75	Director	$0	$0	$0
KRISTIN MICHEL	BOARD MEMBER	1.75	Director	$0	$0	$0
DEBBIE REICH	BOARD MEMBER	10.00	Director	$0	$0	$0
CANDICE MARTINI	BOARD MEMBER	2.25	Director	$0	$0	$0
CHUCK WOODSON	BOARD MEMBER	1.75	Director	$0	$0	$0
MIKE DERINGER	BOARD MEMBER	3.00	Director	$0	$0	$0
JEN AULTMAN	BOARD MEMBER	1.75	Director	$0	$0	$0
DENNIS BLAIR	BOARD MEMBER	1.75	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	$296,067	$279,626	$353,201	$16,441
2024	$328,664	$210,000	$360,685	$118,664
2023	$220,919	$167,697	$218,441	$53,222
2022	$216,698	$134,433	$163,799	$82,265
2021	$167,331	$115,697	$82,638	$51,634