2024-08-30T14:24:55-05:00 2023-11-30 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2022-12-01 301013308 UPTOWN WHITTIER IMPROVEMENT ASSOCIATION UPTO 5626869165 6755 NEWLIN AVE WHITTIER CA 90601 DAVID GONZALEZ PRESIDENT 5627623112 2024-08-30 1 0 CATHERINE L GRAY CPA P01294460 9094664410 2024-08-30 2022 2024-08-08 14:25:15Z X DAVID GONZALEZ 6755 NEWLIN AVE WHITTIER CA 90601 470971 0 X WWW.UWIA.ORG X 2017 CA IMPROVE SIDEWALK OPERATIONS, DISTRICT IDENTITY, PROGRAM MANAGEMENT/CORP. OPERATIONS, & LAND USE. 15 15 0 15 0 0 0 0 593959 470971 0 0 0 0 593959 470971 0 0 0 0 0 0 0 0 0 292728 287080 292728 287080 301231 183891 945461 1129352 0 0 945461 1129352 X THE UPTOWN WHITTIER IMPROVEMENT ASSOCIATION (UWIA) WAS ESTABLISHED ON DECEMBER 18, 2017. UWIA IS A PUBLIC BENEFIT CORPORATION WHOSE PRIMARY FUNCTION IS TO ADMINISTER THE UPTOWN WHITTIER COMMUNITY BENEFIT DISTRICT (CBD). UWIA'S MISSION IS TO, WITHIN A DEFINED DISTRICT, FUND SOLUTIONS TO SAFETY, HOMELESSNESS, AND VACANCY PROBLEMS, IMPROVE CLEANLINESS, IMPROVE CERTAIN STREETSCAPE ASPECTS, ENHANCE THE BRAND/IMAGE OF UPTOWN WHITTIER, MANAGE EVENTS, CREATE A STRONG SOCIAL MEDIA PRESENCE, FACILITATE PUBLIC RELATIONS FOR UPTOWN BUSINESSES, AND PROVIDE PARKING SERVICES AND OTHER WARRANTED ACTIVITIES. 0 0 174265 402774 SIDEWALK OPERATIONS INCLUDES ACTIVITIES SUCH AS GRAFFITI REMOVAL, SIDEWALK CLEANING, AND AMBASSADOR SERVICES. 27460 68197 DISTRICT IDENTITY INCLUDES THE PROMOTION OF THE UPTOWN AREA THROUGH PROFESSIONAL PUBLIC RELATIONS CONSULTANTS, WEB CONTENT, AND OTHER PROMOTIONAL ACTIVITIES. THE LAND USE COMMITTEE WORKS WITH THE CITY OF WHITTIER ON THE DEVELOPMENT AND GUIDANCE IN THE USE OF LAND IN CONJUNCTION WITH THE GOALS OF THE UWIA. 201725 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X THE ORGANIZATION 5627623112 6755 NEWLIN AVE WHITTIER CA 90601 X MELINDA PINA PRESIDENT 2.00 X X 0 0 0 FRANK RINALDI DIRECTOR 2.00 X 0 0 0 VIRGINIA BALL VICE PRESIDENT 2.00 X X 0 0 0 JAMES DUNKELMAN TREASURER 2.00 X X 0 0 0 KATIE GALVIN-SURBTOVIC SECRETARY 2.00 X X 0 0 0 TRESE CHILDS DIRECTOR 1.00 X 0 0 0 DAVID GONZALEZ DIRECTOR 1.00 X 0 0 0 DEBRA LEGAN DIRECTOR 1.00 X 0 0 0 JOSE MONTES DIRECTOR 1.00 X 0 0 0 DANIEL MORALES DIRECTOR 1.00 X 0 0 0 JASON MORENO DIRECTOR 1.00 X 0 0 0 STEPHEN ORTIZ DIRECTOR 1.00 X 0 0 0 MILT PATE DIRECTOR 1.00 X 0 0 0 STEVEN RODRIGUEZ DIRECTOR 1.00 X 0 0 0 PAUL WHITE DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 ASSESSMENT REVENUES 925120 470971 470971 470971 470971 470971 0 0 X 53000 9434 43566 15938 15938 10403 10403 169548 169548 15797 15797 956 357 599 2800 2800 3789 3789 5932 5932 MISCELLANEOUS 5765 5765 MEMBER RELATIONS 2050 2050 COMPLIANCE 1102 1102 287080 201725 85355 0 945461 24158 1105194 945461 1129352 0 0 X 945461 1129352 945461 1129352 945461 1129352 183891 0 X 1 X 0 1 0 X 1000 1000 488769 430804 475046 593959 470971 2459549 489769 430804 475046 593959 470971 2460549 2460549 2460549 1.00000 X PART II, SHORT YEAR EXPLANATION: THE UPTOWN WHITTIER IMPROVEMENT ASSOCIATION (UWIA) WAS ESTABLISHED ON DECEMBER 18, 2017. FISCAL YEAR ENDING 11/30/2022 IS UWIA'S FIFTH YEAR OF OPERATIONS. 0 INVESTMENTS 1105194 C 1105194 X 470971 0 470971 0 470971 287080 0 287080 0 287080 PART X, LINE 2: MANAGEMENT BELIEVES THAT UWIA HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES THE POWER OF AUTHORITY TO THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE BYLAWS. THE EXECUTIVE COMMITTEE THEN HAS THE AUTHORITY TO CARRY OUT GOVERNANCE AS OUTLINED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 3 UWIA HAS AN AGREEMENT WITH GM PROPERTIES, INC. TO PROVIDE DISTRICT MANAGER SERVICES FOR THE UWIA. GM PROPERTIES, INC. IS RESPONSIBLE FOR CARRYING OUT THE ONGOING ADMINISTRATIVE AND OPERATING DUTIES OF THE UWIA UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. GM PROPERTIES' RESPONSIBILITIES INCLUDE: ASSIGNING AND DIRECTING CONTRACT SERVICE PROVIDERS; ORGANIZING AND ARRANGING THE ADMINISTRATIVE AND SUPERVISORY STAFF AS BEST SERVES THE UWIA; PREPARING AND SUBMITTING BUDGET, FINANCIAL, AND OTHER DOCUMENTATION; SUGGESTING REGULATIONS, RULES AND PROCEDURES DEEMED NECESSARY FOR BEST OPERATIONS OF THE UWIA; AND, IN GENERAL, PERFORMING ALL DUTIES INCIDENT TO THE OFFICE OF THE DISTRICT MANAGER AND SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND DISTRIBUTED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS COMPLETE A CONFICT OF INTEREST SURVEY, THE RESULTS OF WHICH ARE REVIEWED BY THE EXECUTIVE COMMITTEE. CIRCUMSTANCES ARE INVESTIGATED AS DEEMED NECESSARY. THE BOARD FOLLOWS PROCEDURES DOCUMENTED IN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G MAINTENANCE CONTRACTOR LABOR: PROGRAM SERVICE EXPENSES 150,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,000. AMBASSADOR SERVICES: PROGRAM SERVICE EXPENSES 19,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,548.