2024-11-05T15:06:23-06:00 2023-12-31 752510320 MALNORY MCNEAL & COMPANY PC 4228 N CENTRAL EXPY SUITE 320 DALLAS TX 75206 990 2023-01-01 752518612 UPTOWN DALLAS INC UPTO 2148712825 3600 MCKINNEY AVE 210 DALLAS TX 75204 JAMEE JOLLY PRESIDENT & EXECUTIVE DIRECTOR 2148712825 2024-11-05 1 0 MARK MALNORY P00537508 2145590784 2024-11-05 2023 2024-10-15 13:58:12Z JAMEE JOLLY 3600 MCKINNEY AVE 210 DALLAS TX 75204 3331290 0 X WWW.UPTOWNDALLAS.NET X 1992 TX NEIGHBORHOOD IMPROVEMENT AND SERVICES 42 42 6 60 0 0 2943228 3233781 60569 85460 3995 12049 0 0 3007792 3331290 400000 620000 0 0 594260 572435 0 0 0 2369579 2124533 3363839 3316968 -356047 14322 5779627 6102523 3678099 3986674 2101528 2115849 X THE CORPORATION IS ORGANIZED FOR THE FOLLOWING PURPOSES: TO PROMOTE THE AREA KNOWN AS UPTOWN IN DALLAS, TEXAS ("UPTOWN"); TO PROVIDE A SAFER ENVIRONMENT. THE CORPORATION IS ORGANIZED FOR THE FOLLOWING PURPOSES: TO PROMOTE THE AREA SPECIAL SERVICES OF UPTOWN: TO CREATE A MASTER PLAN WITH SPECIFIC GUIDELINES FOR UPTOWN AND TO SUPPORT THE UPTOWN-BASED MCKINNEY AVENUE TROLLEY, INCLUDING EXPANSION OF SERVICE, AS WELL AS MAINTENANCE OF EXISTING SERVICE AND EQUIPMENT; TO IMPROVE UPON THE SPECIAL CHARACTER OF UPTOWN; TO EXPAND UPON THE HISTORIC CHARACTER AND ENHANCE THE IDENTITY AND VISUAL EXPERIENCE OF UPTOWN; TO ASSURE THE LONGEVITY OF STREETSCAPE IMPROVEMENTS; TO RECEIVE, ACCEPT, TAKE OR HOLD BEQUEST, DEVISE, GIFT, PURCHASE OR LEASE FOR ANY OF THE CORPORATIONS PROGRAMS, ANY PROPERTY, REAL OR PERSONAL, WITHOUT LIMITATION AS TO AMOUNT OR VALUE; TO SELL, CONVEY OR RETAIN SUCH PROPERTY, AS DEEMED APPROPRIATE FOR THE SPECIFIC PROGRAMS OF THE CORPORATION; TO COORDINATE WITH OTHER ORGANIZATIONS 0 0 804105 CAPITAL IMPROVEMENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT 830080 SECURITY USING OFF-DUTY POLICE OFFICERS IN VEHICLE PATROL AND ON BICYCLE PATROL 496173 MAINTENANCE WITHIN THE PUBLIIC IMPROVEMENT DISTRICT ("PID") 367286 MARKETING AND PROMOTION OF ACTIVITIES/EVENTS WITHIN THE PUBLIC IMPROVEMENT DISTRICT ("PID") 400000 400000 MCKINNEY AVENUE TRANSIT AUTHORITY - PUBLIC TRANSPORTATION SYSTEM 767286 400000 2897644 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 42 42 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMEE JOLLY 2148712825 3600 MCKINNEY AVE 210 DALLAS TX 75204 X KEVIN HICKMAN CHAIRMAN 1.00 X X 0 0 0 RAMSEY MARCH VICE-CHAIRMAN 1.00 X X 0 0 0 MICHAEL ALOST TREASURER 1.00 X X 0 0 0 YOLANDA LAWSON SECRETARY 1.00 X X 0 0 0 PAULA PETERS BOARD MEMBER 1.00 X 0 0 0 NEAL SLEEPER BOARD MEMBER 1.00 X 0 0 0 JOEL BEHRENS BOARD MEMBER 1.00 X 0 0 0 PHIL COBB BOARD MEMBER 1.00 X 0 0 0 JUDY HEARST BOARD MEMBER 1.00 X 0 0 0 CHERYL THOMPSON BOARD MEMBER 1.00 X 0 0 0 JOHN ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 BOB EDMONSON BOARD MEMBER 1.00 X 0 0 0 BUDDY CRAMER BOARD MEMBER 1.00 X 0 0 0 ZACHARY PORTER BOARD MEMBER 1.00 X 0 0 0 KYLE NOONAN BOARD MEMBER 1.00 X 0 0 0 KELEM BUTTS BOARD MEMBER 1.00 X 0 0 0 ROBERT WRIGHT BOARD MEMBER 1.00 X 0 0 0 TONY PAGE BOARD MEMBER 1.00 X 0 0 0 KATY SLADE BOARD MEMBER 1.00 X 0 0 0 PASHA HEIDRARI BOARD MEMBER 1.00 X 0 0 0 WILL HENDRICKSON BOARD MEMBER 1.00 X 0 0 0 KEITH HULL BOARD MEMBER 1.00 X 0 0 0 NOELLE LEVEAUX BOARD MEMBER 1.00 X 0 0 0 PAULA NEMEC BOARD MEMBER 1.00 X 0 0 0 ELLIOTT PRIEUR BOARD MEMBER 1.00 X 0 0 0 JAMES REEDER BOARD MEMBER 1.00 X 0 0 0 SCOTT SHERWOOD BOARD MEMBER 1.00 X 0 0 0 SETH THATCHER BOARD MEMBER 1.00 X 0 0 0 MIKE TURNER BOARD MEMBER 1.00 X 0 0 0 JUD PANKEY BOARD MEMBER 1.00 X 0 0 0 MICHAEL SALCHER BOARD MEMBER 1.00 X 0 0 0 MICHAEL SCHAKMAN BOARD MEMBER 1.00 X 0 0 0 MELISSA SWOPE BOARD MEMBER 1.00 X 0 0 0 KEVIN BUTKUS BOARD MEMBER 1.00 X 0 0 0 CHRIS CLEGHORN BOARD MEMBER 1.00 X 0 0 0 CORBIN ECKEL BOARD MEMBER 1.00 X 0 0 0 WADE JOHNS BOARD MEMBER 1.00 X 0 0 0 RYAN MCMANIGAL BOARD MEMBER 1.00 X 0 0 0 JOHN MURRAY BOARD MEMBER 1.00 X 0 0 0 CHASE PROSPERE BOARD MEMBER 1.00 X 0 0 0 BILL WEINBERG BOARD MEMBER 1.00 X 0 0 0 SHAN ZAIDI BOARD MEMBER 1.00 X 0 0 0 JAMEE JOLLY PRESIDENT AND EXECUTIVE DIRECTOR 40.00 X 145806 0 0 145806 0 0 1 0 0 0 TACTICAL PROTECTION SERVICES LLC 1701 PAYNE STREET 2301 DALLAS TX 75201 SECURITY SERVICES 354236 BLOCK BY BLOCK PO BOX 643873 CINCINNATI OH 45264 JANITORIAL SERVICES 288815 PREMIER LIGHTING ENTERPRISES LLC 24 KEPLER ROAD VAN ALSTYNE TX 75495 PUBLIC ART AND LIGHTING 264812 LAWNS OF DALLAS PO BOX 560187 DALLAS TX 75356 LANDSCAPE MAINTENANCE 156301 4 3233781 3233781 SPONSORSHIPS AND FEES 561700 73460 73460 MISCELLANEOUS INCOME 561499 12000 12000 85460 12049 12049 3331290 85460 0 12049 620000 620000 145807 99065 46742 425071 281751 143320 1557 1557 17374 17374 42658 42658 37498 37498 85777 85777 5251 5251 19068 19068 PID CAPITAL IMPROVEMENT 671801 671801 PUBLIC SAFETY INITIATIV 513256 513256 PID MAINTENANCE 411227 411227 MARKETING & PROMOTION 300544 300544 20079 20079 3316968 2897644 419324 0 229562 91902 2003427 1983977 3231938 3707601 1466 1466 7205 7944 119900 69014 8397 50886 297632 258747 5779627 6102523 44055 48716 3333079 3675047 300965 262911 3678099 3986674 X 2101528 2115849 2101528 2115849 5779627 6102523 X 14322 -1 X X 0 1 X 1 0 X 4772 1 1 1 1 4776 2644558 2817450 2954846 2973076 3263778 14653708 2649330 2817451 2954847 2973077 3263779 14658484 14658484 5091 7365 5380 3995 12049 33880 25856 48737 61052 60569 85460 281674 14974038 0.97890 0.97970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEES - 2019 AMOUNT: $ 25,856. 2020 AMOUNT: $ 48,737. 2021 AMOUNT: $ 50,552. 2022 AMOUNT: $ 60,569. 2023 AMOUNT: $ 73,460. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 10,500. 2023 AMOUNT: $ 12,000. 2897644 2897644 294882 73721 0 0 296307 294882 591189 886784 74077 73721 147798 221697 24148 18168 5980 66595 26727 39868 29157 24119 5038 50886 LEASE LIABILITY - OPERATING 262911 262911 X 3331290 0 3331290 0 3331290 3316968 0 3316968 0 3316968 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY TAX PROVISIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION OF UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE FINANCIAL STATEMENTS. 1 MCKINNEY AVENUE TRANSIT AUTHORITY 3153 OAK GROVE AVE DALLAS TX 75204 751871492 501(C)3 400000 0 N/A OPERATING SUPPORT OPERATIONS UPTOWN SUCCESS ALLIANCE INC 200 CRESCENT COURT SUITE 200 DALLAS TX 75201 881186720 501(C)4 220000 0 N/A OPERATING SUPPORT OPERATIONS PART I, LINE 2: EACH GRANT RECIPIENT IS CONTRACTUALLY REQUIRED TO SUBMIT QUARTERLY OR ANNUAL REPORTING IN ACCORDANCE WITH THE FUNDING AGREEMENT. THE REPORTING IS REVIEWED AND APPROVED IN ORDER TO CONTINUE TO RECEIVE FUNDING. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER JOHN ARMSTRONG IS MARRIED TO BOARD MEMBER PAULA PETERS FORM 990, PART VI, SECTION B, LINE 11B A DRAFT IS PROVIDED TO THE PRESIDENT AND BOARD FOR REVIEW BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS REVIEW AND SIGN THE POLICY YEARLY FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE MANAGEMENT COMPENSATION IS REVIEWED ANNUALLY AND A COMPENSATION MARKET STUDY IS PROVIDED BY UDI'S PEO INSPERITY TO INSURE COMPENSATION IS WITHIN MARKET STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND APPROVAL OF BOARD FORM 990, PART XI, LINE 9: ROUNDING -1. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR FORM 990, SCHEDULE I, PART II UDI PROVIDES SUBSTANTIAL FINANCIAL SUPPORT TO UPTOWN SUCCESS ALLIANCE INC (USA). WHILE UDI MONITORS THE USE OF ITS GRANT FUNDS TO ENSURE ALIGNMENT WITH UDI'S GENERAL SUPPORT OBJECTIVES, USA IS AN INDEPENDENT NONPROFIT ORGANIZATION WITH ITS OWN BOARD OF DIRECTORS, THE MAJORITY OF WHOM ARE NOT UDI BOARD MEMBERS. UDI DOES NOT CONTROL USA'S OPERATIONS, POLICIES, OR DECISIONS, INCLUDING ANY LOBBYING ACTIVITIES CONDUCTED BY USA. UDI'S GRANT FUNDS ARE NOT DESIGNATED FOR LOBBYING ACTIVITIES, AND ANY LOBBYING EXPENDITURES INCURRED BY USA WERE FUNDED AND DIRECTED INDEPENDENTLY BY USA. USA DID COMMUNICATE TO UDI THAT SOME OF THE GRANT FUND WAS USED FOR LOBBYING EFFORTS IN 2023.