2023-11-01T11:45:06-05:00 2022-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2022-01-01 200688727 UPTOWN CONSORTIUM INC UPTO 5138618726 3440 BURNET AVE 130 CINCINNATI OH 45229 BETH ROBINSON PRESIDENT AND CEO 5138618726 2023-10-30 1 BETH ROBINSON 999009999 0 JANE E PFEIFER P00014949 5132413111 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETH ROBINSON 3440 BURNET AVE 130 CINCINNATI OH 45229 3370522 0 X UPTOWNCINCINNATI.COM X 2004 OH CORPORATION DEDICATED TO THE HUMAN, SOCIAL, ECONOMIC, AND PHYSICAL IMPROVEMENT OF CINCINNATI. 10 10 9 10 0 0 3076661 1987667 558422 426096 0 428353 0 116759 3635083 2958875 0 0 0 0 1131448 1046085 0 0 0 1627446 1630729 2758894 2676814 876189 282061 48769144 49367028 54912892 55372524 -6143748 -6005496 X THE CONSORTIUM IS A NON-PROFIT COMMUNITY DEVELOPMENT CORPORATION DEDICATED TO THE HUMAN, SOCIAL, ECONOMIC AND PHYSICAL IMPROVEMENT OF UPTOWN CINCINNATI. UPTOWN IS LOCATED JUST NORTH OF DOWNTOWN AND THE CONSORTIUM'S AREAS OF FOCUS GENERALLY INCLUDE THE NEIGHBORHOODS OF AVONDALE, CLIFTON, CLIFTON HEIGHTS, CORRYVILLE, FAIRVIEW, MT. AUBURN AND UNIVERSITY HEIGHTS. THE CONSORTIUM WILL UNDERTAKE A VARIETY OF INVESTMENT AND PROGRAM ACTIVITIES IN UPTOWN TO HELP PROVIDE HOUSING, HEALTH CARE AND JOB OPPORTUNITIES 0 0 156845 0 32884 COMMUNITY DEVELOPMENT AND PUBLIC SAFETY - THE OBJECTIVE IS TO PROMOTE UPTOWN NEIGHBORHOODS AS VIBRANT COMMUNITIES WHERE PEOPLE OF DIVERSE ECONOMIC AND CULTURAL BACKGROUND LIVE, WORK, LEARN AND PLAY TOGETHER AND TO ENSURE THAT UPTOWN IS SAFE, ATTRACTIVE AND WALKABLE COMMUNITY FOR ITS RESIDENTS, EMPLOYEES, STUDENTS AND VISITORS. 1381966 0 289589 ORGANIZATION AND PLANNING - THE OBJECTIVE OF UPTOWN CONSORTIUM IS TO PROMOTE ECONOMIC DEVELOPMENT EFFORTS AND NEIGHBORHOOD SERVICES THROUGH INTEGRATED STRATEGIES THAT ADDRESS PHYSICAL IMPROVEMENTS TO HOUSING, INFRASTRUCTURE, AND COMMERCIAL AREAS INCREASING COMMUNITY ECONOMIC ASSETS, AND CREATION AND EXPANSION OF COMMERCIAL INDUSTRIAL, LIFE SCIENCES, HEALTHCARE AND EDUCATIONAL- RELATED SERVICES. 396274 0 83000 NEIGHBORHOOD SERVICES - THE OBJECTIVE OF UPTOWN CONSORTIUM IS TO UNIFY UPTOWN'S CULTURALLY DIVERSE NEIGHBORHOODS AND CREATE A CLEAR SENSE OF PLACE BY FOCUSING ON INITIATIVES FOR PUBLIC SAFETY, TRANSPORTATION, HOUSING, ECONOMIC DEVELOPMENT, AND INTEGRATED SOCIAL SERVICES FOR NEIGHBORHOOD RESIDENTS. 1935085 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 15 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X BETH ROBINSON 5138618726 3440 BURNET AVE 130 CINCINNATI OH 45229 DR NEVILLE PINTO CHAIR 1.00 X X 0 0 0 ANDREW DEVOE MEMBER 1.00 X 0 0 0 DAVE JENIKE MEMBER 1.00 X 0 0 0 DAVID ADAMS MEMBER 1.00 X 0 0 0 KATRINA ENGLISH MEMBER 1.00 X 0 0 0 MARK CLEMENT MEMBER 1.00 X 0 0 0 PAUL JENNY MEMBER 1.00 X 0 0 0 DR RICHARD LOFGREN MEMBER 1.00 X 0 0 0 DR STEVE DAVIS MEMBER 1.00 X 0 0 0 THANE MAYNARD MEMBER 1.00 X 0 0 0 BETH ROBINSON PRESIDENT & CEO 40.00 X 334805 0 36403 RICARDO LOPEZ DIRECTOR, ACCOUNTING & FINANCE 40.00 X 116780 0 32852 FRANZ STANSBURY DIRECTOR, REAL ESTATE 40.00 X 172241 0 25735 623826 0 94990 3 0 1 0 WEB VENTURES LLC 40 E MCMICKEN AVE CINCINNATI OH 45202 CONSULTATION FEE 187874 WORDSWORTH 538 READING RD CINCINNATI OH 45202 CONSULTATION FEE 100896 3 1987667 1987667 MANAGEMENT FEE 561000 248164 248164 RENTAL INCOME 531120 110591 110591 LOAN INTEREST 522292 67341 46718 20623 426096 840000 411647 428353 428353 428353 ERTC 900099 116759 116759 116759 2958875 405473 0 565735 718817 338578 380239 244348 115092 129256 7052 3322 3730 33832 15936 17896 42036 19800 22236 1693 1242 451 42559 31210 11349 90750 66550 24200 111643 111643 53955 25359 28596 49788 39830 9958 677974 677974 60395 40740 19655 2667 1364 1303 TRANSPORTATION 341986 341986 MANAGEMENT SERVICE FEES 68307 68307 NEIGHBORHOOD SERVICES 46336 46336 PUBLIC SAFETY 45274 45274 37402 12849 24553 2676814 1935085 741729 0 11107037 10693034 778151 238226 296384 7641466 6875126 24222 22198 30539444 73784 29519825 30465660 238368 236475 48769144 49367028 7386658 19581070 269273 124274 32866408 32866408 14390553 2800772 54912892 55372524 X -6143748 -6020496 15000 -6143748 -6005496 48769144 49367028 X 282061 -143809 X X 0 1 X 1 0 X 1327000 1249073 1241167 3076661 1987667 8881568 1327000 1249073 1241167 3076661 1987667 8881568 599214 8282354 16246 9575 12088 6746 20623 65278 8946846 3523065 0.92570 0.99170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2676814 2676814 283841 70960 0 0 296036 299233 287945 283841 1167055 1750583 74009 74808 71986 70960 291763 437645 30419941 30419941 21986 2226 19760 97517 71558 25959 30465660 ACCRUED INTEREST - MEMBERS 2800772 2800772 X X X 0 0 0 0 0 0 0 0 0 BETH ROBINSON PRESIDENT & CEO 284580 0 50225 0 0 0 8344 0 28059 0 371208 0 0 0 FRANZ STANSBURY DIRECTOR, REAL ESTATE 164039 0 8202 0 0 0 4819 0 20916 0 197976 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FIVE MEMBERS WHO ASSIST WITH THE FINANCIAL SUPPORT OF THE ORGANIZATION. THE MEMBERS ARE REPRESENTED IN THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER APPOINTS TWO INDIVIDUALS TO THE GOVERNING BOARD FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF ACCOUNTING AND FINANCE WILL REVIEW AND WILL FORWARD TO THE PRESIDENT/CEO FOR REVIEW AND SIGNATURE. THE RETURN WILL ALSO BE REVIEWED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE TO REPORT ANY CONFLICTS OF INTEREST AS THEY OCCUR. ADDITIONALLY, THE MEMBER ABSTAINS FROM VOTING WHEN THE MEMBER ORGANIZATION IT REPRESENTS CAN DIRECTLY BENEFIT. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE REPRESENTED BY MEMBERS OF THE BOARD SEND OUT EVALUATIONS TO INDIVIDUALS FROM BOTH INSIDE AND OUTSIDE THE COMPANY. THEY ALSO EVALUATE PERFORMANCE BASED ON COMPLETION GOALS. COMPENSATION IS REVIEWED BY THE MEMBER ORGANIZATION'S HUMAN RESOURCE DEPARTMENTS WHO DETERMINE HOW IT COMPARES TO SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: IMPAIRMENT OF LONG-LIVED ASSETS, NOT ON 990: -143,809. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BURNET AVENUE ASSOCIATES LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 273858781 HOLD INVESTMENT PROPERTY OH 0 2184831 UPTOWN CONSORTIUM INC BURNET AVENUE REDEVELOPMENT LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 LAND BANK HOLDING ENTITY OH 0 18269 UPTOWN CONSORTIUM INC BURNET COMMUNITY PARTNERS LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 HOLD INVESTMENT PROPERTY OH 0 0 UPTOWN CONSORTIUM INC CVP REDEVELOPMENT HOLDINGS LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 LAND BANK HOLDING ENTITY OH 531340 -1345809 UPTOWN CONSORTIUM INC NTP DEVELOPMENT LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 LAND BANK HOLDING ENTITY OH 48431 -7006225 UPTOWN CONSORTIUM INC SNB DEVELOPMENT GROUP LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 DEVELOPMENT AND LAND USE PLANNING ENTITY OH 0 -65089 UPTOWN CONSORTIUM INC SWQ PROPERTIES LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 LAND BANK HOLDING ENTITY OH 2155 0 UPTOWN CONSORTIUM INC UCI RENTAL PROPERTIES LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 HOLD RESIDENTIAL REAL ESTATE RENTAL PROPERTIES OH 0 -68007 UPTOWN CONSORTIUM INC UPTOWN LOAN POOL I 3440 BURNET AVE STE 130 CINCINANTI OH 45229 263776596 MAKE LOANS TO THE UPTOWN PARTNERS INVESTMENT FUND OH 300739 25943611 UPTOWN CONSORTIUM INC UPTOWN LOAN POOL II 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 CONDUIT FOR MAKING LOANS OH 399900 22757943 UPTOWN CONSORTIUM INC UPTOWN TRANSPORTATION AUTHORITY LLC 3440 BURNET AVE STE 130 CINCINANTI OH 45229 200688727 ADDRESS THE TRANSPORTATION INITIATIVE IN UPTOWN OH 824869 -2537233 UPTOWN CONSORTIUM INC UPTOWN BURNET PLACE INC 3440 BURNET AVE STE 130 CINCINNATI OH 45229 270262960 DEVELOP LOW INCOME HOUSING PROJECT OH UPTOWN CONSORTIUM INC C 10060 884110 0.79000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0