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Nonprofit · EIN 56-1837740

UPTOWN LEXINGTON INC

Tax-exempt · LEXINGTON, NC 27292

Financials

$195K$166K2023$182K$227K2024
Revenue Expenses · by fiscal year end
Financials of UPTOWN LEXINGTON INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$182,005$227,238-$45,233$126,380$2,166$124,214
June 30, 2024990$195,095$165,535$29,560$171,330$1,883$169,447
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$83,000
of which government grants
$75,000
Program service revenue
$90,012
Investment income
$6,141
Net income from fundraising events
-$323
Other revenue
$2,852

Expenses

Grants and similar amounts paid
$28,005
Compensation of officers, directors and key employees
$29,873
Other salaries and wages
$27,459
Salaries, compensation and benefits (total)
$74,833
Professional fundraising fees
$0
Accounting fees
$34,335
Occupancy
$16,728
Travel
$2,342
Program services (functional)
$162,335
Management and general (functional)
$46,194
Fundraising (functional)
$18,709

Balance sheet and other

Total assets, start of year
$171,330
Total assets, end of year
$126,380
Total liabilities, end of year
$2,166
Net assets, end of year
$124,214
Net assets without donor restrictions
$124,214
Gross receipts
$227,536
Employees
1
Volunteers
162
Year formed
1993
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JESSICA MCDANIELBOARD MEMBER
Trustee or director
1$20,456
JEFF SMITHBOARD MEMBER
Trustee or director
1$800
GREG BAERPRESIDENT
Trustee or director, Officer
1$0
JULIE HARSHAWPRESIDENT-ELECT
Trustee or director
1$0
CONRAD MCKNIGHTTREASURER
Trustee or director, Officer
1$0
JOSH TACKETTSECRETARY
Trustee or director, Officer
1$0
MATT LEONARDBOARD MEMBER
Trustee or director
1$0
JOHNSON PHILLIPSBOARD MEMBER
Trustee or director
1$0
DAN BRIGGSBOARD MEMBER
Trustee or director
1$0
ALAN LOMAXBOARD MEMBER
Trustee or director
1$0
RACHEL SKINNERBOARD MEMBER
Trustee or director
1$0
JASON HAYESBOARD MEMBER
Trustee or director
1$0
FRED MCCLUREBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
JESSICA MCDANIELSECRETARY
Trustee or director, Officer
1$11,608
JEFF SMITHPRESIDENT
Trustee or director, Officer
1$600
GREG BAERPRESIDENT ELECT
Trustee or director
1$0
BROOKE BISHOPBOARD
Trustee or director
1$0
JOE WATKINSBOARD
Trustee or director
1$0
JASON HAYESBOARD
Trustee or director
1$0
FRED MCCLUREBOARD
Trustee or director
1$0
DAN BRIGGSBOARD
Trustee or director
1$0
JOHNSON PHILLIPSBOARD
Trustee or director
1$0
CAITLIN WILLIAMS-COLEBOARD
Trustee or director
1$0
JULIE HARSHAWTREASURER
Trustee or director, Officer
1$0
JOSH TACKETTBOARD
Trustee or director
1$0
CONRAD MCKNIGHTBOARD
Trustee or director
1$0

Address and contacts

Address (IRS master file)
13 E 1ST AVE, LEXINGTON, NC 27292-3301
In care of
% TRAVIS STEWART
Principal officer (990 for 2024)
GREG BAER, 13 EAST FIRST AVENUE, LEXINGTON, NC 27292
Signed the 990
GREG BAER, PRESIDENT
Phone
(336) 249-0383
Return prepared by
MARTIN STARNES & ASSOCIATES CPAS PA

Mission

UPTOWN LEXINGTON, INC. FACILITATES PUBLIC AND PRIVATE PARTNERSHIPS TO ACCELERATE LOCAL INVESTMENT, CULTIVATE AUTHENTIC EXPERIENCES, AND CONNECT THE COMMUNITY TO RESOURCES THAT FUEL THE UPTOWN LEXINGTON DISTRICT.

990 for the year ended June 30, 2025

Program accomplishments

  • PROMOTION: ULI POSITIONS THE MSD AS THE CENTER OF OUR COMMUNITY AND HUB OF ECONOMIC ACTIVITY, WHILE CREATING A POSITIVE IMAGE THAT SHOWCASES "UPTOWN" LEXINGTON'S UNIQUE CHARACTERISTICS. POPULAR EVENTS PUT ON BY ULI INCLUDE THE UPTOWN WINE DOWN, BOO BASH, CHRISTMAS OPEN HOUSE AND THE CHRISTMAS PARADE.
    Expenses $40,584 · revenue $24,832
  • DESIGN: ULI SUPPORTS OUR COMMUNITY'S TRANSFORMATION BY ENHANCING THE PHYSICAL AND VISUAL ASSETS THAT SET OUR UPTOWN DISTRICT APART. FROM STREETSCAPES AND SIGNAGE TO PRESERVATION AND ACCESSIBILITY, DESIGN INFLUENCES BOTH HOW A PLACE LOOKS AND HOW IT WORKS. ULI OFFERS A BUILDING IMPROVEMENT GRANT PROGRAM TO ELIGIBLE PROPERTY OWNERS IN THE MSD.
    Expenses $37,337 · grants $28,005 · revenue $22,845
  • ECONOMIC VITALITY: FOCUSES ON CAPITAL, INCENTIVES, AND OTHER ECONOMIC AND FINANCIAL TOOLS TO ASSIST NEW AND EXISTING BUSINESSES, CATALYZE PROPERTY DEVELOPMENT, AND CREATE A SUPPORTIVE ENVIRONMENT FOR ENTREPRENEURS AND INNOVATORS THAT DRIVE OUR LOCAL MSD ECONOMY.
    Expenses $84,414 · revenue $51,651

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
56-1837740
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C50Z)
Assets (IRS master file)
$126,380
Income (IRS master file)
$227,536

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$182,005$227,238$126,380IRS
990June 2024$195,095$165,535$171,330XML
990June 2023$184,859$158,911$141,462IRS
990June 2022$185,039$195,861$128,024IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1837740).

Questions about UPTOWN LEXINGTON INC

What is the EIN of UPTOWN LEXINGTON INC?
The employer identification number (EIN) of UPTOWN LEXINGTON INC is 56-1837740.
Is UPTOWN LEXINGTON INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to UPTOWN LEXINGTON INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UPTOWN LEXINGTON INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UPTOWN LEXINGTON INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UPTOWN LEXINGTON INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UPTOWN LEXINGTON INC?
The 990 for the year ended June 30, 2025 names GREG BAER.
Who are the officers and directors of UPTOWN LEXINGTON INC?
The 990 for the year ended June 30, 2025 lists 13 people; 2 received compensation from the organization, the highest $20,456 (JESSICA MCDANIEL, BOARD MEMBER).
How much revenue does UPTOWN LEXINGTON INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $182,005, expenses of $227,238 and total assets of $126,380 at year end.

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