Uptown Dallas Inc

Nonprofit profile at a glance

EIN
752518612
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Dallas, TX, USA
Phone
2148712825
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Community, Neighborhood Development

Official website

Reported finances

Revenue
$3,601,538
Expenses
$3,422,175
Assets
$6,600,728
Liabilities
$4,305,516

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

54 people listed

Executive titles in this filing

  • NOELLE LEVEAUX (BOARD MEMBER END: 9/24; INTERIM EXECUTIVE DIRECTOR)
  • Jamee Jolly (PRESIDENT & EXECUTIVE DIRECTOR END: 9/2024)

Highest reported compensation

  • Jamee Jolly (PRESIDENT & EXECUTIVE DIRECTOR END: 9/2024): $167,310 total reported compensation
  • Harry Deltufo (Director of Public Safety & Operations): $138,570 total reported compensation
  • NOELLE LEVEAUX (BOARD MEMBER END: 9/24; INTERIM EXECUTIVE DIRECTOR): $36,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

Payment to the organization's private security company, Tactical Protection Services for SECURITY USING OFF-DUTY POLICE OFFICERS IN VEHICLE PATROL AND ON BICYCLE PATROL

Operating model

Revenue model
Grant-funded. 97% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 86% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 87
  • Accountability: 99
  • Sustainability: 47
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.3%; rating input score 81
  • Program expense ratio: 84.7%; rating input score 85
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 98.1%; rating input score 98; 27th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 1.93; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.65; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 10%; rating input score 30; 30th percentile among comparable filings

Growth

  • Program expense growth: 4.5% per year; rating input score 100; 36th percentile among comparable filings
  • Revenue growth: 4.9% per year; rating input score 100; 41st percentile among comparable filings
  • Asset growth: 15.7% per year; rating input score 100; 76th percentile among comparable filings

Details

  • Where the money goes: 81.3% of revenue deployed · 84.7% of spending went to programs
  • Governance: 51 of 52 board members independent · 8 of 8 filing controls reported
  • Programs: 5 filed program accomplishments · $2.9M in reported program spending
  • Leadership: top reported pay $167K · 54 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $432K reported
  • Consistency: 27 of 28 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Operating margin scored 51/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.
  • Moderate — Sustainability: Officer compensation ratio scored 30/100.