2024-11-27T16:02:42-06:00 2024-06-30 561761202 MARTIN STARNES & ASSOCIATES CPAS PA 730 13TH AVENUE DR SE HICKORY NC 286025196 990 2023-07-01 561837740 UPTOWN LEXINGTON INC UPTO 3362490383 13 EAST FIRST AVENUE LEXINGTON NC 27292 JEFF SMITH PRESIDENT 3362490383 2024-11-25 1 1 JOHN B WHITLEY II CPACFP P00609379 8283272727 2024-11-15 2023 2024-10-15 13:58:12Z JEFF SMITH 13 EAST FIRST AVENUE LEXINGTON NC 27292 236521 0 X WWW.UPTOWNLEXINGTON.COM X 1993 NC TO PROVIDE MANAGEMENT SERVICES TO THE CITY OF LEXINGTON FOR THE REVITALIZATION OF THE UPTOWN AREA. 13 13 1 150 0 0 76808 92813 82965 87943 1956 6414 23130 7925 184859 195095 16410 1604 0 0 64960 73118 0 0 18280 77541 90813 158911 165535 25948 29560 141462 171330 1575 1883 139887 169447 X UPTOWN LEXINGTON, INC. EXISTS TO CREATE AN ENVIRONMENT, WHICH FOSTERS THE ONGOING DEVELOPMENT OF LEXINGTON, NORTH CAROLINA'S HISTORIC UPTOWN CENTER, AS THE COMMUNITY'S PRIMARY ECONOMIC, CULTURAL, AND SOCIAL CENTER. ULI UTILIZES THE NATIONAL MAIN STREET CENTER'S FOUR POINT APPROACH AS TOOLS FOR GROWTH OF THE DISTRICT: [1] ORGANIZATION TO BUILD CONSENSUS AND COOPERATION AMONG MANY GROUPS AND INDIVIDUALS WITH AN INTEREST IN UPTOWN; [2] DESIGN TO ENHANCE THE PHYSICAL APPEARANCE OF HISTORIC BUILDINGS, ENCOURAGE SUPPORTIVE NEW CONSTRUCTION AND DEVELOP SENSITIVE DESIGN MANAGEMENT SYSTEMS (FACADE GRANT PROGRAM); [3] PROMOTION TO MARKET THE TRADITIONAL DISTRICT'S ASSETS TO CUSTOMERS, POTENTIAL INVESTORS, NEW BUSINESSES, LOCAL CITIZENS AND VISITORS (BBQ CAPITAL COOK-OFF, CHRISTMAS OPEN HOUSE, SUMMER AND CHRISTMAS STROLLS, GROUNDHOG'S DAY); AND [4] ECONOMIC VITALITY TO STRENGTHEN THE DISTRICT'S ECONOMIC BASE WHILE EXPLORING NEW OPPORTUNITIES AND MEETING NEW CHALLENGES. 0 0 29275 27743 PROMOTION: ULI ORGANIZES EVENTS AND PROMOTIONS THROUGHOUT THE YEAR TO BRING AWARENESS TO THE UNIQUE BUSINESSES LOCATED IN THE MSD. THESE INCLUDE THE BBQ CAPITAL COOK-OFF, CHRISTMAS OPEN HOUSE, CHRISTMAS AND SUMMER STROLLS, AND GROUNDHOG'S DAY. THESE EVENTS ARE FREE AND ARE OPEN TO AND MARKETED TO THE ENTIRE COMMUNITY. BOTH THE BBQ COOK-OFF AND CHRISTMAS OPEN HOUSE ATTRACTED APPROXIMATELY 10,000 PEOPLE EACH. 6274 1604 5946 DESIGN: THROUGH A FACADE GRANT PROGRAM, ULI ASSISTS BUSINESS OR PROPERTY OWNERS WITH IMPROVEMENTS MADE TO THE FACADE OF THEIR BUILDINGS. THIS INCLUDES PROFESSIONAL ADVICE ABOUT MAKING SENSITIVE IMPROVEMENTS TO HISTORIC BUILDINGS AND FINANCIAL ASSISTANCE FOR APPROVED PROJECTS. THE PROGRAM IS OPEN TO ALL PROPERTIES IN THE MSD AND IS PROMOTED MONTHLY IN A NEWSLETTER SENT SPECIFICALLY TO BUSINESSES AND PROPERTY OWNERS. 69011 65394 ECONOMIC VITALITY: THIS PILLAR ASSISTS PROPERTY OWNERS WITH SECURING TENANTS AND ENTREPRENEURS WITH FINDING SPACE FOR THEIR BUSINESS IN THE MSD. IT ALSO WORKS WITH PROPERTY OWNERS AND INVESTORS TO REPURPOSE BUILDINGS FOR NEW USES WHILE BEING SENSITIVE TO THE HISTORIC NATURE OF THE BUILDING AND DISTRICT. 104560 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 11 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NC X X TRAVIS STEWART EXECUTIVE DIRECTOR 3362490383 13 EAST 1ST AVENUE LEXINGTON NC 27292 GREG BAER PRESIDENT ELECT 1.00 X 0 0 0 JEFF SMITH PRESIDENT 1.00 X X 600 0 0 BROOKE BISHOP BOARD 1.00 X 0 0 0 JESSICA MCDANIEL SECRETARY 1.00 X X 11608 0 0 JOE WATKINS BOARD 1.00 X 0 0 0 JASON HAYES BOARD 1.00 X 0 0 0 FRED MCCLURE BOARD 1.00 X 0 0 0 DAN BRIGGS BOARD 1.00 X 0 0 0 JOHNSON PHILLIPS BOARD 1.00 X 0 0 0 CAITLIN WILLIAMS-COLE BOARD 1.00 X 0 0 0 JULIE HARSHAW TREASURER 1.00 X X 0 0 0 JOSH TACKETT BOARD 1.00 X 0 0 0 CONRAD MCKNIGHT BOARD 1.00 X 0 0 0 12208 0 0 0 0 0 0 0 16000 75000 1813 92813 AD VALOREM TAXES 900003 87943 87943 87943 6414 6414 44625 16000 41426 3199 3199 MISCELLANEOUS REVENUE 900099 4726 4726 4726 195095 99083 0 3199 1604 1604 29117 29117 26852 12860 13992 3699 2774 925 8375 6281 2094 5075 3806 1269 29488 29488 4375 4375 13044 13044 3006 3006 16083 10257 5826 4259 4259 STREETSCAPE 11069 11069 SUPPLIES 5155 5155 ANNUAL MEETING 3068 3068 DUES & SUBSCRIPTIONS 1266 1266 165535 104560 42695 18280 60918 34772 80544 136558 141462 171330 1575 1883 1575 1883 X 139887 169447 139887 169447 141462 171330 29560 0 X X 0 1 X 1 0 X 114845 51378 81374 72933 92813 413343 87740 96524 92372 82965 87943 447544 202585 147902 173746 155898 180756 860887 860887 712 85 71 1956 6414 9238 21754 13224 10871 27005 7925 80779 950904 0.90530 0.91900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 231796 0 231796 -36701 -36701 195095 202236 36701 36701 165535 0 165535 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -41,426. BAD DEBT EXPENSE ADJUSTMENT 4,725. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 41,426. BAD DEBT EXPENSE ADJUSTMENT -4,725. CHRSITMAS PARADE 13833 13833 3893 WINEDOWN 13608 13608 8665 5 33184 16000 17184 28868 60625 16000 44625 41426 41426 3199 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED FIRST BY THE UPTOWN MANAGER AND PRESIDENT OF THE BOARD PRIOR TO BEING PRESENTED TO THE EXECUTIVE COMMITTEE. COPIES ARE PROVIDED TO THAT COMMITTEE FOR THEIR REVIEW. IT IS THEN PRESENTED TO BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MONTHLY MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST MEETING OF THE FISCAL YEAR, EACH BOARD MEMBER SIGNS A NEW CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 AN EVALUATION OF THE EXECUTIVE DIRECTOR IS CONDUCTED YEARLY IN MAY BY THE PERSONNEL COMMITTEE WHICH CONSISTS OF THE CURRENT, PAST AND UP-COMING PRESIDENTS OF THE ORGANIZATION. THE STATE MAIN STREET ORGANIZATION PROVIDES A STATE WIDE SALARY DATA SURVEY FOR COMPARISON. OTHER STAFF IS REVIEWED BY THE EXECUTIVE DIRECTOR AT THE SAME TIME. FORM 990, PART VI, SECTION C, LINE 18 TAX RETURNS ARE AVAILABLE AT WWW.GUIDESTAR.ORG AS WELL AS AVAILBLE UPON REQUEST IN OUR OFFICE FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST IN OUR OFFICE AND AT THE CITY OF LEXINGTON FINANCE DEPARTMENT. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR GRIMES MILL LLC 4 EAST 1ST AVENUE LEXINGTON NC 27292 300118411 A PROPERTY WAS ACCEPTED FOR PRESERVATION BY THE ULI BOARD. NC