Uptown Consortium INC EIN 20-0688727 Form 990 (PDF) Claim this org

Uptown Consortium INC

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Improves Cincinnati's human, social, economic, and physical well-being. For fiscal year 2024 it reported $15.5M in revenue, $3.6M in expenses, and $6.0M in net assets.Pt I

Founded
2004
Type
Public charity (501(c)(3)) · Community Development
Location
Cincinnati, OH
Website
uptowncincinnati.com
Filings
5 on file (2020–2024)
Revenue
$15.5MFY2024
Expenses
$3.6M
Net assets
$6.0M
People
12
Filings
5
Updates
0
More identity details & actions ⌄
EIN  20-0688727 Public charity (501(c)(3)) Cincinnati, OH Founded 2004
Form 990 (PDF)
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Figures match the IRS filing checked 7/19/26 · see original: IRS
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Size
$10–100M
What they do
Improves Cincinnati's human, social, economic, and physical well-being.
Leadership
Beth Robinson · President & CEO · $307K
Money in and out
$15.5M revenue, $3.6M expenses
Bottom line
73% program efficiency
Where the money goes · FY2024
Total revenue
$15.5M
Pt VIII · Ln 12
Total expenses
$3.6M
Pt IX · Ln 25
Net assets
$6.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $11.9M
Where spending went · Part IX cols B–D
Program services $0.73 Management & general $0.27
Program efficiency
73%
of spending reaches programs▲ +3% vs prior filing year
Operating runway
23.6mo
months of highly liquid reserves at operating expense rate▼ -30% vs prior filing year
Surplus margin
+77%
revenue over expenses, this year▲ +342% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$15.5M
FY2024▲ +662%
Expenses
$3.6M
FY2024▲ +36%
Total assets
$50.3M
FY2024▲ +10%
Total liabilities
$44.3M
FY2024▼ -14%
Total revenue
$15.5M
Pt VIII · Ln 12
Total expenses
$3.6M
Pt IX · Ln 25
Net assets
$6.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$11.9M
Total assetsPt X · Ln 16$50.3M
Program-expense ratioPt IX · col B73%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48
Mission & Programs · Part III

Where the work happens

3 program services account for $2.6M of program spending, described in the organization's own filed words · FY2024.
01

Organization and Planning

The objective of uptown consortium is to promote economic development efforts and neighborhood services through integrated strategies that address physical improvements to housing, infrastructure, and commercial areas increasing community economic assets, and creation and expansion of commercial industrial, life sciences, healthcare and…

$1.9Mprogram expense
02

Neighborhood Services

The objective of uptown consortium is to unify uptown's culturally diverse neighborhoods and create a clear sense of place by focusing on initiatives for public safety, transportation, housing, economic development and integrated social services for neighborhood residents.

$506Kprogram expense
03

Community Development and Public Safety

The objective is to promote uptown neighborhoods as vibrant communities where people of diverse economic and cultural background live, work, learn and play together and to ensure that uptown is safe, attractive and walkable community for its residents, employees, students and visitors.

$206Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUptown Consortium INC
EINHdr · item D20-0688727
Principal addressHdr · item CCincinnati, OH
WebsiteHdr · item Juptowncincinnati.com
Year of formationHdr · item L2004
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFCommunity Development (S31)
Ruling yearIRS BMFNov 2004

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b8
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President & CEO
$306,970Pt VII · Sec A
Director, Real Estate
$187,565Pt VII · Sec A
Director, Accounting & Finance
$123,263Pt VII · Sec A
Director, Community Development
$111,714Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Member
$0Pt VII · Sec A

Beth Robinson’s $307K as President & CEO is at the 56th percentile of top reported officer pay among 572 $10–100M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Beth Robinson$306,970$346,188$334,805$320,956$313,836
Franz Stansbury$187,565$175,686$172,241$169,626$155,248
Ricardo Lopez$123,263$137,800$116,780
Richard Lopez$114,490
Brooke Rapp$111,714
James Mathes$105,375

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$14.0M · 90%
Program service revenue$1.4M · 9%
Contributions & grants90%$14.0M
Program service revenue9%$1.4M
Investment income$53K
Other revenue$40K
— government grantsLn 1e$100K
Total revenueLn 12$15.5M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.73 Management & general $0.27
Program services73%$2.6M
Management & general27%$996K
Total functional expensesLn 25$3.6M

Balance Sheet

Part X · end of year
CashLn 1$7.1M
Total assetsLn 16$50.3M
Total liabilitiesLn 26$44.3M
Total net assetsLn 32$6.0M
Months of cash on handcomputed23.6

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $7.1M · Operating expenses/yr $3.6M
23.6 months
Where the money goes
Program services
Program services $2.6M · Total expenses $3.6M
73%
Management & General
Management & general $996K · Total expenses $3.6M
27%
Fundraising
Fundraising $0 · Total expenses $3.6M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $5.6M
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $14.0M · Total revenue $15.5M
90%
Government reliance
Government grants $100K · Total revenue $15.5M
0.6%
Earned-income share
Program service revenue $1.4M · Total revenue $15.5M
9%
Investment reliance
Investment income $53K · Total revenue $15.5M
+0.3%
Program self-sufficiency
Program service revenue $1.4M · Total expenses $3.6M
39%
Growth & trend
Revenue growth (YoY)
This year $15.5M · Prior year $2.0M
+662%
Revenue CAGR
FY2020 $2.5M · FY2024 $15.5M
+59%
Net-asset trend (YoY)
End of year $6.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $15.5M · Expenses $3.6M
+77%
Liabilities-to-Assets
Total liabilities — · Total assets $50.3M
Net-asset ratio
Net assets $6.0M · Total assets $50.3M
12%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $50.3M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Beth Robinson · Reported title PRESIDENT & CEO · Highest reported compensation $307K · Total expenses $3.6M
8%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $1.2M · Total expenses $3.6M
34%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 73%
Overhead ratio 27%
Fundraising cost ratio 0%
Revenue growth 662%
Legal fee ratio 4%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$299K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$15.5M revenue · viewing · ⤓ 990 PDF
FY2023$2.0M revenue · ⤓ 990 PDF
FY2022$3.0M revenue · ⤓ 990 PDF
FY2021$3.6M revenue · ⤓ 990 PDF
FY2020$2.5M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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