2022-09-15T07:58:28-05:00 2021-12-31 752510320 MALNORY MCNEAL & COMPANY PC 5016 MCKINNEY AVE SUITE 100 DALLAS TX 75205 990 2021-01-01 752518612 UPTOWN DALLAS INC UPTO 2148712825 3600 MCKINNEY AVE 210 DALLAS TX 75204 KATHY STEWART EXECUTIVE DIRECTOR 2148712825 2022-09-15 1 KATHY STEWART XXX-XX-XXXX MARK MALNORY P00537508 2145590784 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KATHY STEWART 3600 MCKINNEY AVE 210 DALLAS TX 75204 2997667 0 X WWW.UPTOWNDALLAS.NET X 1982 TX NEIGHBORHOOD IMPROVEMENT AND SERVICES 47 47 5 60 0 0 2798058 2931235 48737 61052 7365 5380 0 0 2854160 2997667 300000 300000 0 0 557427 576648 0 0 0 1569281 1710139 2426708 2586787 427452 410880 4985671 5426873 2938976 2969298 2046695 2457575 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 389667 0 0 MARKETING AND PROMOTION OF THE PUBLIC IMPROVEMENT DISTRICTS ("PID") 392272 0 0 SECURITY USING OFF-DUTY POLICE OFFICERS IN VEHICLE PATROL AND ON BICYCLE PATROL 300000 0 0 MCKINNEY AVE TROLLEY PUBLIC TRANSPORTATION SYSTEM 468430 0 MAINTENANCE IN THE PID INCLUDING IRRIGATION, ROUTINE AND SPECIAL MAINTENANCE, TREES, STREET SWEEPING, TRASH SERVICE. 583623 0 0 CAPITAL ENHANCEMENTS-TWO WAY CONVERSION URBAN INITIATIVE AND WALKING; AMBASSADOR PROGRAM URBAN PLANNING CONSULTING 1052053 0 0 2133992 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 25 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 47 47 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KATHY STEWART 2148712825 3600 MCKINNEY AVE 210 DALLAS TX 75204 X JUDSON PANKEY EXECUTIVE COMMITTEE 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 ROBERT BAGWELL BOARD MEMBER 1.00 X 0 0 0 KURT DAY BOARD MEMBER 1.00 X 0 0 0 PAULA PETERS BOARD MEMBER 1.00 X 0 0 0 NEAL SLEEPER 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 SARAH DODD BOARD MEMBER 1.00 X 0 0 0 MARK DICKENSON BOARD MEMBER 1.00 X 0 0 0 MATT ENZLER BOARD MEMBER 1.00 X 0 0 0 BOB EDMONSON BOARD MEMBER 1.00 X 0 0 0 KEVIN HICKMAN 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 PHIL PUCKETT 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 YOLANDA LAWSON BOARD MEMBER 1.00 X 0 0 0 JOSEPH PITCHFORD BOARD MEMBER 1.00 X 0 0 0 ROBERT WRIGHT BOARD MEMBER 1.00 X 0 0 0 ANTHONY PAGE BOARD MEMBER 1.00 X 0 0 0 KATY SLADE EXECUTIVE COMMITTEE 1.00 X 0 0 0 JOHN ACKEMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL ALOST BOARD MEMBER 1.00 X 0 0 0 WHITNEY FARLEY 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 MARK JOHNSON BOARD MEMBER 1.00 X 0 0 0 JON KING BOARD MEMBER 1.00 X 0 0 0 GREG KRAUS BOARD MEMBER 1.00 X 0 0 0 KYLEE LAMBERT BOARD MEMBER 1.00 X 0 0 0 NOELLE LEVEAUX BOARD MEMBER 1.00 X 0 0 0 RAMSEY MARCH 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 KEN REESE BOARD MEMBER 1.00 X 0 0 0 DEBORAH RYAN BOARD MEMBER 1.00 X 0 0 0 MATT SEGREST BOARD MEMBER 1.00 X 0 0 0 SCOTT SHERWOOD BOARD MEMBER 1.00 X 0 0 0 ERIC SODEN 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 0 0 0 0 0 0 0 0 2931235 2931235 SPONSORSHIPS AND FEES 561700 50552 50552 MISCELLANEOUS INCOME 561499 10500 10500 61052 5380 5380 2997667 61052 0 5380 300000 300000 139000 90711 48289 410024 267582 142442 27624 27624 26069 26069 33049 33049 36756 36756 89479 89479 9330 9330 21413 21413 PID CAPITAL IMPROVEMENT 464218 464218 PID MAINTENANCE 388827 388827 POLICE PATROL 312590 312590 MARKETING & PROMOTION 310064 310064 18344 18344 2586787 2133992 452795 0 614987 343525 1442649 2104264 2896483 2894713 1466 1466 6760 68909 72161 58165 23326 13996 4985671 5426873 42493 74585 2896483 2894713 2938976 2969298 X 2046695 2457575 2046695 2457575 4985671 5426873 410880 0 X X 0 1 X 1 0 X 26100 11297 4772 1 1 42171 2189786 2070625 2644558 2817450 2954846 12677265 2215886 2081922 2649330 2817451 2954847 12719436 12719436 5691 6474 5091 7365 5380 30001 34598 54259 25856 48737 61052 224502 12973939 0.98040 0.96790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEES - 2017 AMOUNT: $ 34,598. 2018 AMOUNT: $ 54,259. 2019 AMOUNT: $ 25,856. 2020 AMOUNT: $ 48,737. 2021 AMOUNT: $ 50,552. MISCELLANEOUS INCOME - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 10,500. 17961 17961 0 25043 25043 0 29157 15161 13996 13996 X 2997667 0 2997667 0 2997667 2586787 0 2586787 0 2586787 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 AVE TROLLEY ASSOCIATION DALLAS TX 75204 751871492 501(C)3 300000 0 N/A OPERATIONS NEAL SLEEPER BOARD MEMBER 89479 RENT EXPENSE 0 PHIL COBB BOARD MEMBER 300000 OPERATIONS SUPPORT 0 JOEL BEHRENS BOARD MEMBER 300000 OPERATIONS SUPPORT 0 KEVIN HICKMAN BOARD MEMBER 300000 OPERATIONS SUPPORT 0 KEITH HULL BOARD MEMBER 300000 OPERATIONS SUPPORT 0 NOELLE LEVEAUX BOARD MEMBER 300000 OPERATIONS SUPPORT 0 TONY PAGE BOARD MEMBER 300000 OPERATIONS SUPPORT 0 PART IV L 2,3,4,5,6,7 MR. PHIL COBB, MR. JOEL BEHRENS, MR. KEVIN HICKMAN, MR. KEITH HULL, MS. NOELLE LEVEAUX, AND MR. TONY PAGE SERVE AS MEMBERS OF THE BOARD OF DIRECTORS FOR BOTH UPTOWN DALLAS, INC. AND MCKINNEY AVENUE TRANSIT AUTHORITY ("MATA"). MATA IS A 501(C)(3) ORGANIZATION THAT PROVIDES FREE TROLLEY SERVICE IN THE UPTOWN AND DOWNTOWN DALLAS, TX AREA. OPERATING EXPENSES OF MATA ARE PARTIALLY FUNDED BY YEARLY DONTATIONS FROM UPTOWN DALLAS, INC. AS APPROVED BY UPTOWN DALLAS, INC. BOARD OF DIRECTORS. MATA RECEIVES DONATIONS FROM OTHER GOVERNMENTAL AND NON-GOVERNMENTAL ENTITIES. 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 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 ANY COMPENSATION REQUESTS ARE REVIEWED BY THE BOARD PRIOR TO APPROVAL FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND APPROVAL OF BOARD PART XII, LINE 2C THE FINANCE & ADMINISTRATION COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE