UNION SQUARE BUSINESS IMPROVEMENT … - Form 990 Financial Data

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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

1994

Legal Domicile

Phone

4157817880

Tax Period

2024-07-01 to 2025-06-30

UNION SQUARE BUSINESS IMPROVEMENT DISTRICT dba UNION SQUARE ALLIANCE, founded in 1994, is a mid-sized nonprofit that reported $11.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

THE ALLIANCE SERVES ITS MEMBERS AND CREATES A COMPLETE NEIGHBORHOOD EXPERIENCE BY MANAGING PUBLIC SPACES; SUPPORTING EXISTING BUSINESSES AND ATTRACTING NEW INVESTMENTS; AND CONVENING, PARTNERING, AND ADVOCATING FOR THE DISTRICT'S SUCCESS.

Program Service Accomplishments

Program 1

Expenses: $6,528,619 Revenue: $5,839,832

CLEAN & SAFE SERVICES:THE UNION SQUARE ALLIANCE (ALLIANCE) PROPOSES TO ENHANCE THE EXPERIENCE OF VISITORS TO THE AREA BY PROVIDING CLEAN AND SAFE SERVICES. CLEANING SERVICES INCLUDE MAINTENANCE...

CLEAN & SAFE SERVICES:THE UNION SQUARE ALLIANCE (ALLIANCE) PROPOSES TO ENHANCE THE EXPERIENCE OF VISITORS TO THE AREA BY PROVIDING CLEAN AND SAFE SERVICES. CLEANING SERVICES INCLUDE MAINTENANCE WORKERS PROVIDING DAILY REFUSE PICKUP, SIDEWALK SWEEPING, PRESSURE WASHING ALL SIDEWALKS, TRASH RECEPTACLE CONTROL, GRAFFITI REMOVAL AND ILLEGAL DUMPING ABATEMENT. SAFE SERVICES INCLUDE HIRING OF SFPD OFFICERS AND HIRING OF 24/7 PRIVATE SECURITY PATROLS EACH DAY AND SAFETY AND HOSPITALITY AMBASSADORS TO PATROL THE AREA AND HELP VISITORS. THE ALLIANCE ALSO TRAINS AMBASSADORS IN SOCIAL SERVICES TO DIRECT THOSE IN NEED TO CITY SERVICES AND RESOURCES.

Program 2

Expenses: $2,403,157 Revenue: $1,414,140

PUBLIC REALM IMPROVEMENTS, MARKETING & EVENTS, ADVOCACY:PUBLIC REALM PROGRAMS INCLUDE IMPROVEMENTS LIKE LANDSCAPING, SIGNAGE, LIGHTING, HOLIDAY DECOR AND ACTIVATING PUBLIC SPACE. ADVOCACY INCLUDES...

PUBLIC REALM IMPROVEMENTS, MARKETING & EVENTS, ADVOCACY:PUBLIC REALM PROGRAMS INCLUDE IMPROVEMENTS LIKE LANDSCAPING, SIGNAGE, LIGHTING, HOLIDAY DECOR AND ACTIVATING PUBLIC SPACE. ADVOCACY INCLUDES PROMOTING A CLEAN, SAFE AND VIBRANT DISTRICT TO ASSURE A GOOD EXPERIENCE FOR THE VISITORS, RESIDENTS AND EMPLOYEES. ADVOCACY GIVES THE DISTRICT A SINGLE VOICE IN MATTERS THAT MAY AFFECT THE MEMBERS. MARKETING INCLUDES PRODUCTION OF WEBSITE AND SOCIAL MEDIA PAGES FOR VISITORS, RESIDENTS AND MEMBERS, PRODUCTION OF WELCOME KITS AND COLLATERAL FOR MERCHANTS AND MEMBERS, GUIDES AND MAPS OF THE DISTRICT, SPECIAL EVENTS AND CAMPAIGNS TO DRAW VISITORS TO THE AREA.

Program 3

Expenses: $391,798 Revenue: $378,824

UNION SQUARE PARK:THE ALLIANCE PROVIDED SCHEDULED AND DEDICATED SAFETY AND SECURITY SERVICES TO UNION SQUARE PARK. IN ADDITION, THE ALLIANCE PROVIDED EVENT SETUP AND ASSISTANCE FOR GROUPS HOLDING...

UNION SQUARE PARK:THE ALLIANCE PROVIDED SCHEDULED AND DEDICATED SAFETY AND SECURITY SERVICES TO UNION SQUARE PARK. IN ADDITION, THE ALLIANCE PROVIDED EVENT SETUP AND ASSISTANCE FOR GROUPS HOLDING EVENTS IN THE PARK. THE ALLIANCE ALSO PROVIDED REGULAR PROGRAMMING IN THE PARK.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,321,846

Program Service Revenue $7,739,003

Investment Income $64,029

Other Revenue $0

TOTAL REVENUE $11,124,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,618,469

Fundraising Expenses $366,557

Program Expenses $9,666,114

Other Expenses $9,296,697

TOTAL EXPENSES $10,915,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,124,878	$9,373,969	+0.2%
Expenses	$10,915,166	$9,017,157	+0.2%
Net Income	$209,712	$356,812	-0.4%

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

$778,850

Total Directors

$394,479

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARISA RODRIGUEZ	CEO	40.00	Officer Director	$368,050	$26,429	$394,479
BENJAMIN HORNE	CFO	30.00	Officer	$221,005	$14,740	$235,745
KEN RICH	Policy Director	20.00	Officer	$147,663	$963	$148,626
ZARRINA YOUSUFZAI	ASSOC, FINANCE/HR	40.00		$101,495	$13,677	$115,172
JESSICA CHILINGERIAN	ASSOC, MARKETING	40.00		$107,638	$6,409	$114,047
JASON CHERNISS	DIRECTOR, SERVICES	40.00		$104,055	$1,126	$105,181
JULIE TAYLOR	Treasurer	8.00	Officer Director	$0	$0	$0
KEVIN FLANAGAN	Director	4.00	Director	$0	$0	$0
DONALD THOMAS	Vice President	8.00	Officer Director	$0	$0	$0
MARK PURDY	President	8.00	Officer Director	$0	$0	$0
STEPHEN BRETT	Secretary	8.00	Officer Director	$0	$0	$0
ERIK MURRAY	Director	4.00	Director	$0	$0	$0
J TIMOTHY FALVEY	Director	4.00	Director	$0	$0	$0
OPIO DUPREE	Director	4.00	Director	$0	$0	$0
LAUREN ELLIS	Director	4.00	Director	$0	$0	$0
JAMES SANGIACOMO	Director	4.00	Director	$0	$0	$0
CLIFTON CLARK	Director	4.00	Director	$0	$0	$0
SHIRLEY HOWARD-JOHNSON	Director	4.00	Director	$0	$0	$0
WES TYLER	Director	4.00	Director	$0	$0	$0
SPENCER SECHLER	Director	4.00	Director	$0	$0	$0
MARK SULLIVAN	Director	8.00	Director	$0	$0	$0
DAVID LEWIN	Director	4.00	Director	$0	$0	$0
MAXINE PAPADAKIS	Director	4.00	Director	$0	$0	$0
BRIAN FENWICK	Director	4.00	Director	$0	$0	$0
RUSSELL D KEIL JR	Director	8.00	Director	$0	$0	$0
PETER HART	Director	4.00	Director	$0	$0	$0
EVAN KAIZER	Director	4.00	Director	$0	$0	$0
JORDAN BUCKLEY	Director	4.00	Director	$0	$0	$0
LIN HUBER	DIR. UNTIL 3/25	4.00	Director	$0	$0	$0
MANUELA KING	Director	8.00	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	$11,124,878	$10,915,166	$6,321,804	$209,712
2024	$9,373,969	$9,017,157	$5,349,205	$356,812
2023	$8,566,874	$8,826,843	$4,649,501	$-259,969
2022	$7,353,306	$7,347,358	$3,440,343	$5,948
2021	$6,633,397	$6,688,218	$3,263,028	$-54,821
2020	$6,419,376	$5,931,411	$3,062,762	$487,965
2019	$5,388,298	$5,635,331	$2,143,021	$-247,033
2018	$4,836,611	$5,629,563	$2,462,491	$-792,952

UNION SQUARE BUSINESS IMPROVEMENT DISTRICT dba UNION SQUARE ALLIANCE