UPTOWN COMMUNITY INITIATIVE (EIN 823946904) - 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

2017

Legal Domicile

Principal Officer

GABRIELA MOSSI

Phone

2022701461

Tax Period

2023-10-01 to 2024-09-30

UPTOWN COMMUNITY INITIATIVE, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $551K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $501K left a modest 9% surplus.

Mission

THE PRIMARY MISSION OF THE ORGANIZATION IS TO LEAD INITIATIVES THAT ENCOURAGE COMMUNITY DEVELOPMENT AND HISTORIC PRESERVATION EFFORTS ALONG UPTOWN MAIN STREET IN NW WASHINGTON, D.C BY BUILDING UPON EXISTING COMMUNITY ASSETS TO CREATE A CONNECTED, CREATIVE, AND INCLUSIVE CORRIDOR

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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 $549,480

Program Service Revenue $0

Investment Income $4

Other Revenue $1,398

TOTAL REVENUE $550,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,874

Fundraising Expenses $0

Program Expenses $418,397

Other Expenses $316,783

TOTAL EXPENSES $500,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$550,882	$453,038	+0.2%
Expenses	$500,657	$384,693	+0.3%
Net Income	$50,225	$68,345	-0.3%

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
KRISTEN BARDEN	CHAIR	1.00	Officer Director	$0	$0	$0
GAYLE BERKLEY	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA BLOOMER	SECRETARY	1.00	Officer Director	$0	$0	$0
CLARA HASKELL BOTSTEIN	MEMBER	1.00	Director	$0	$0	$0
MICAH BUMP	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN W COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN MCCUNE	MEMBER	1.00	Director	$0	$0	$0
NATHALIA MELAMED	MEMBER	1.00	Director	$0	$0	$0
DON MORTON	MEMBER	1.00	Director	$0	$0	$0
NICK SCHIEBER	MEMBER	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
2024	$550,882	$500,657	$270,358	$50,225
2023	$453,038	$384,693	$182,474	$68,345
2022	$406,502	$367,816	$434,983	$38,686
2021	$235,769	$238,464	$241,942	$-2,695
2020	$209,113	$178,808	$93,170	$30,305
2019	$217,106	$212,947	$179,067	$4,159

UPTOWN COMMUNITY INITIATIVE