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UPTOWN WESTERVILLE INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UPTOWN WESTERVILLE INC (EIN 81-4833262)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-30
- IRS object ID
- 201922119349200727
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-30T12:28:57-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311081751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Toukan & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Charring Cross Drive | AddressLine1Txt |
| City | Westerville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814833262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Uptown Westerville Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPTO | BusinessNameControlTxt |
| Phone | 6143542713 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 East College Avenue | AddressLine1Txt |
| City | Westerville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn Aventino | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2019-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Heather L Linch CPA | PreparerPersonNm |
| PTIN | P00238341 | PTIN |
| Phone | 6149017100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.uptownwestervilleinc.com | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $143,423 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $76,819 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $66,604 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $34,774 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $31,830 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $108,649 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $62,777 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $20,027 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $3,900 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $24,251 | OtherExpensesTotalAmt |
| Total Expenses | $110,955 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,306 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $48,079 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,773 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,808 | BOYAmt |
| EOY | $45,905 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271 | BOYAmt |
| EOY | $1,068 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,079 | BOYAmt |
| EOY | $46,973 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,200 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,079 | BOYAmt |
| EOY | $45,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The purposes for which the Corporation is organized are to protect and revitalize the historically and culturally significant traditional Uptown commercial area of the City of Westerville, Ohio. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| Completed and submitted application to add Uptown Westerville Commerical District to the National Register of Historic Places with the National Parks Service. Completed program to place Historic Plaques on 20 historic buildings in Uptown Westerville. Started a Saturday Farmers Market in Westerville to build community and offer fresh, locally produced nutrition to the community. | $50,556 |
| Development of a parking management committee to make proactive, low cost solutions to public parking issues in Uptown Westerville. | $2,826 |
| Provide liaison services for the City of Westerville with local businesses and residents thereby easing the burdens of government on a city level. This includes attending the Westerville City Council and Uptown Review Board meetings to be informed on issues that affect the uptown Westerville community. Communicating via social media, and e-mails to members of UWI about issues that may affect them (such as street improvements and closures, construction work, boil alerts) and providing education or making appropriate connections with City staff to resolve and address issues. | $14,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $67,513 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|
| Doug Winbigler | |||
| Board Chair | 10.00 | $0 | |
| Nicole Harrison | |||
| Board ViceChair | 5.00 | $0 | |
| Troy Bonte | |||
| Board Secretary | 2.00 | $0 | |
| Kristin Michel | |||
| Board Treasurer | 2.00 | $0 | |
| Tony Cabilovski | |||
| Board Member | 2.00 | $0 | |
| Meredith Jones | |||
| Board Member | 2.00 | $0 | |
| Steve Lebold | |||
| Board Member | 2.00 | $0 | |
| Kurt McCurdy | |||
| Board Member | 2.00 | $0 | |
| Steven Michalovich | |||
| Board Member | 2.00 | $0 | |
| James Minter | |||
| Board Member | 2.00 | $0 | |
| Nancy Nestor-Baker | |||
| Board Member | 2.00 | $0 | |
| Chuck Woodson | |||
| Board Member | 2.00 | $0 | |
| Kathy Cocuzzi | |||
| Board Member | 2.00 | $0 | |
| Bill Bishop | |||
| Board Member | 2.00 | $0 | |
| Dennis Blair | |||
| Board Member | 2.00 | $0 | |
| Lynn Aventino | |||
| Executive Dir. | 50.00 | $52,321 | $5,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Woodrum | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 N State Street | AddressLine1Txt |
| City | Westerville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143542713 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $96,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,819 | CurrentTaxYearAmt |
| Total | $173,036 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $96,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,819 | CurrentTaxYearAmt |
| Total | $173,036 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,393 | SubstantialContributorsTotAmt |
| Public Support Total170 | $163,643 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $40,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,604 | CurrentTaxYearAmt |
| Total | $107,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $280,340 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule B IRS990ScheduleB
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Uptown Untapped | Event1Nm |
| Gross Receipts Event1 | $45,100 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $45,100 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $13,266 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,148 | OtherDirectExpensesEvent1Amt |
| Event2 | Sat. Farmer's Mkt | Event2Nm |
| Gross Receipts Event2 | $7,213 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,213 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,295 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,216 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $12,216 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $2,822 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,678 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $64,529 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $64,529 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $16,088 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,121 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,709 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,820 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $853 |
| Other Expenses.1002 | Office Expenses $2554 |
| Other Expenses.1003 | Information Technology $1032 |
| Other Expenses.1005 | Travel $16 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $45 |
| Other Expenses.1009 | Depreciation $203 |
| Other Expenses.1012 | Insurance $1520 |
| Other Expenses.1 | Plaque Expenses $10988 |
| Other Expenses.2 | Miscellaneous Expense $7040 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $1271 Furniture and Fixtures - Ending $1068 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1200 |
| Changes to Organizing or Governing Documents | THE ORGANIZATION MADE SIGNIFICANT CHANGES TO ITS ARTICLES OF INCORPORATION ON FEBRUARY 13, 2018, INCLUDING THE FOLLOWING:-CHANGE IN PURPOSE TO PROTECT AND REVITALIZE THE HISTORICALLY AND CULTURALLY SIGNIFICANT TRADITIONAL UPTOWN COMMERCIAL AREA OF THE CITY OF WESTERVILLE, OHIO. -ADDITION OF DISTRIBUTION OF ASSETS UPON DISSOLUTION TO ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, TESTING FOR PUBLIC SAFETY, LITERARY OR SCIENTIFIC PURPOSES. |