2026-02-26T12:09:04-06:00 2025-06-30 331756852 COHEN & CO ADVISORY LLC OFFICES LISTED AT WWWCOHENCOCOM OH 44115 990 2024-07-01 340823464 UNIVERSITY CIRCLE INCORPORATED UNIV 2167913900 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 DEAN M PARKER CFO 2167913900 2026-02-25 1 1 PARGAT SINGH P02184330 8002291099 2026-02-25 2024 2025-03-06 01:10:19Z DEAN M PARKER 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 21134368 0 X WWW.UNIVERSITYCIRCLE.ORG X 1957 OH UNIVERSITY CIRCLE INC. EXISTS TO DEVELOP, SUPPORT, ADVOCATE FOR, AND CREATE VIBRANCY IN A ONE SQUARE MILE ARTS, CULTURE, HEALTH AND EDUCATION DISTRICT IN CLEVELAND, OHIO. THROUGH PROGRAMMING AND PHYSICAL IMPROVEMENTS THAT CONNECT THE DISTRICT TO RESIDENTS AND VISITORS, WE HOPE TO STRENGTHEN THE CONNECTIONS, IMPROVE ACCESS, AND ENSURE THAT EVERYONE FEELS WELCOME. 60 60 81 69 0 0 1753818 3310176 6351396 6149804 1081818 3850744 106805 -10864 9293837 13299860 13160 18666 0 0 5631851 5749690 0 0 453413 4920749 5193903 10565760 10962259 -1271923 2337601 54126010 51283947 11052286 4892108 43073724 46391839 X UNIVERSITY CIRCLE IS ONE OF THE MOST EXTRAORDINARY CULTURAL DISTRICTS IN THE WORLD. WITHIN ONE SQUARE MILE, IT IS HOME TO WORLD-CLASS ARTS, EDUCATIONAL, AND MEDICAL INSTITUTIONS AND PUBLIC SPACES THAT WELCOME MILLIONS OF RESIDENTS, WORKERS, STUDENTS, AND VISITORS EACH YEAR. IT IS A PLACE WHERE GLOBAL EXCELLENCE AND LOCAL LIFE INTERSECTWHERE ART, SCIENCE, MEDICINE, AND EDUCATION SHAPE THE CIVIC AND CULTURAL IDENTITY OF GREATER CLEVELAND.UNIVERSITY CIRCLE INC. (UCI) IS THE NONPROFIT BEHIND THE NEIGHBORHOOD. UCI EXISTS TO STEWARD THIS REMARKABLE PLACE, CONNECT THE PEOPLE WHO BREATHE LIFE INTO IT, AND TELL ITS STORY IN WAYS THAT ARE INCLUSIVE, COMPELLING, AND FUTURE-FOCUSED. OUR MISSION IS TO ANSWER THE CALL FOR CONNECTION AND COMMUNITY IN CLEVELAND'S CIRCLE OF ARTS, CULTURE, WELLNESS, AND LEARNING. OUR VISION IS THAT THE CIRCLE IS AN EXTRAORDINARY PLACE WHERE LOCALS BELONG, AND THE WORLD IS WELCOMED. 0 1 4084580 3832431 SAFETY THROUGH RELATIONSHIPS - THE UNIVERSITY CIRCLE POLICE DEPARTMENT (UCPD) SUPPORTS A SAFE AND WELCOMING DISTRICT THROUGH A COMMUNITY POLICING MODEL GROUNDED IN TRUST AND ENGAGEMENT. UCPD EMPHASIZES SAFETY BY BUILDING RELATIONSHIPS, PRIORITIZING CONSISTENT PRESENCE, AND OPENING DIALOGUE WITH RESIDENTS, EMPLOYEES, STUDENTS, AND VISITORS.UCPD SERVICES ARE SUPPORTED THROUGH A SPECIAL IMPROVEMENT DISTRICT APPROVED BY THE CITY OF CLEVELAND IN 2025 AND ARE NOT SUPPORTED BY UCI'S PHILANTHROPIC OR GRANT-FUNDED PROGRAMS.DURING FY25, UCPD OPERATED WITH APPROXIMATELY 25 COMMISSIONED OFFICERS AND STAFF SERVING THE UNIVERSITY CIRCLE AREA. OFFICERS REGULARLY COORDINATE WITH MUSEUM AND CULTURAL PARTNERS THROUGH ROUTINE PATROLS, EVENT STAFFING, AND OFF-DUTY ASSIGNMENTS THAT HELP ENSURE SAFE, ACCESSIBLE ENVIRONMENTS FOR EXHIBITIONS, PERFORMANCES, FESTIVALS, AND PUBLIC PROGRAMS. UCPD ALSO PROVIDES SECURITY AND ENGAGEMENT SUPPORT FOR UCI-PRODUCED EVENTS, INCLUDING PARADE THE CIRCLE & CIRCLE VILLAGE, WADE OVAL WEDNESDAYS, YAY! FALL FUN, AND THE ANNUAL TREE LIGHTING.THE DEPARTMENT ENGAGES IN REGULAR COMMUNITY OUTREACH EFFORTS, TYPICALLY HOSTING TWO OR MORE ENGAGEMENT ACTIVITIES PER MONTH, SUCH AS COFFEE WITH A COP AND AN AMBASSADOR PROGRAM WITH THE CLEVELAND SIGHT CENTER.UCPD INTEGRATES A COMPASSIONATE APPROACH TO INDIVIDUALS EXPERIENCING MENTAL HEALTH CRISES AND/OR HOUSING INSTABILITY. IN FY25, THE DEPARTMENT MAINTAINED BOTH A CRISIS INTERVENTION SPECIALIST AND A DEDICATED COMMUNITY ENGAGEMENT OFFICER, STRENGTHENING ITS ABILITY TO CONNECT INDIVIDUALS WITH APPROPRIATE SOCIAL SERVICES AND COMMUNITY RESOURCES WHILE REDUCING RELIANCE ON ENFORCEMENT-ONLY RESPONSES.UCPD ALSO SERVES AS A REGIONAL RESOURCE BY HOSTING AND PARTICIPATING IN TRAININGS FOR LAW ENFORCEMENT PROFESSIONALS, EMERGENCY RESPONDERS, AND UNIVERSITY CIRCLE EMPLOYEES. THE DEPARTMENT WORKS CLOSELY WITH THE CLEVELAND POLICE DEPARTMENT, CASE WESTERN RESERVE UNIVERSITY POLICE DEPARTMENT, UNIVERSITY HOSPITALS POLICE DEPARTMENT, AND INSTITUTIONAL SECURITY PARTNERS TO ENSURE A COORDINATED APPROACH TO PUBLIC SAFETY.THROUGH THESE COMBINED EFFORTS, UNIVERSITY CIRCLE REMAINS ONE OF THE SAFEST NEIGHBORHOODS IN THE CITY OF CLEVELAND, SUPPORTING THE DISTRICT'S BROADER GOALS RELATED TO ARTS AND CULTURE, COMMUNITY WELL-BEING, ECONOMIC VITALITY, AND INCLUSIVE PUBLIC SPACES. 2162684 1720187 PLACE MANAGEMENT - UNIVERSITY CIRCLE INCORPORATED SERVES AS THE PRIMARY STEWARD OF THE PUBLIC REALM OF UNIVERSITY CIRCE THROUGH ADVOCACY OR DIRECT IMPROVEMENT, AND IS THE IMPLEMENTING AGENT OF A LEGACY LAND BANK CONCEPT WHEREBY REAL ESTATE SITUATED WITHIN UNIVERSITY CIRCLE AND MAY BE ACQUIRED AND HELD UNTIL ITS REUSE OR DEVELOPMENT OCCURS. REAL ESTATE IS USED OR HELD FOR VARIOUS PURPOSES, INCLUDING INCOME PRODUCTION AND SALE TO AREA NON-PROFIT INSTITUTIONS AND OTHER BUSINESSES AND ORGANIZATIONS OPERATING IN THE GREATER UNIVERSITY CIRCLE AREA IN A MANNER WHICH ADVANCES UNIVERSITY CIRCLE AS A VIBRANT AND ACCESSIBLE NEIGHBORHOOD, WITH ITS USE AND DISPOSITION DETERMINED WITHIN THE CONTEXT OF UNIVERSITY CIRCLE INCORPORATED'S CHARITABLE MISSION. IN THIS CAPACITY, UNIVERSITY CIRCLE INCORPORATED UNDERTAKES ECONOMIC DEVELOPMENT INITIATIVES AND PROVIDES PROPERTY OPERATIONS, INCLUDING GROUND LEASE REDEVELOPMENT, COMMERCIAL RENTAL, AND PUBLIC REALM INFRASTRUCTURE IMPROVEMENTS AND MAINTENANCE IN THE GREATER UNIVERSITY CIRCLE AREA. THE UCI TEAM ALSO ADVOCATES FOR TRANSPORTATION IMPROVEMENTS, PARK ENHANCEMENTS, INFRASTRUCTURE REPAIRS, AND ONGOING MAINTENANCE AND LANDSCAPING BY WORKING CLOSELY WITH MUNICIPAL AND PRIVATE PARTNERS. 1355127 55720 COMMUNITY PROGRAMS, EVENTS, AND ENGAGEMENT - UNIVERSITY CIRCLE INC. PRODUCES FREE PUBLIC FESTIVALS AND PROGRAMS THAT PROMOTE UNIVERSITY CIRCLE AS A CULTURAL DESTINATION WHILE EXPANDING ACCESS, PARTICIPATION, AND BELONGING FOR RESIDENTS AND REGIONAL VISITORS. THROUGH COORDINATED EFFORTS BETWEEN ITS MARKETING & EXPERIENCES AND ENGAGEMENT & COLLABORATION DEPARTMENTS, UCI ACTIVATES PUBLIC SPACES, AMPLIFIES INSTITUTIONAL PARTNERS, AND CONNECTS PEOPLE TO ARTS, CULTURE, AND RESOURCES THROUGHOUT THE YEAR.DURING FY25, UCI PRODUCED FOUR MARQUEE PUBLIC FESTIVALS, INCLUDING PARADE THE CIRCLE & CIRCLE VILLAGE, WADE OVAL WEDNESDAYS (WOW), YAY! FALL FUN, AND THE ANNUAL TREE LIGHTING, REACHING AN ESTIMATED 55,000 ATTENDEES. THESE FREE EVENTS ARE DESIGNED TO ENCOURAGE VISITATION AND CREATE SHARED EXPERIENCES THAT SUPPORT COMMUNITY VITALITY AND ECONOMIC ACTIVITY. FY25 MARKED CONTINUED GROWTH IN ATTENDANCE AND PARTNER PARTICIPATION, PARTICULARLY FOR WOW.AT THE NEIGHBORHOOD LEVEL, FY25 MARKED THE LAUNCH OF NEW COMMUNITY RESPONSIVE PROGRAMS, WITH EACH PROGRAM SERVING APPROXIMATELY 10 TO 15 PARTICIPANTS THROUGH A MULTI-WEEK SERIES. PROGRAMS MAY INCLUDE CREATIVE WRITING, YOGA, NUTRITION, SAFETY, AND ARTS-BASED CLASSES, WITH A FOCUS ON ACCESSIBILITY AND LOW-BARRIER PARTICIPATION. THESE PROGRAMS EXPANDED ACCESS TO DISTRICT RESOURCES WHILE FOSTERING CONNECTIONS AT A LOCAL SCALE.MARKETING & EXPERIENCES AND ENGAGEMENT & COLLABORATION OPERATED AS DISTINCT BUT COORDINATED FUNCTIONS, ALIGNING STRATEGY AND EXECUTION TO MAXIMIZE IMPACT. MARKETING & EXPERIENCES LED DESTINATION PROMOTION, STORYTELLING, AND FESTIVAL PRODUCTION TO AMPLIFY FREE PUBLIC PROGRAMS AND PARTNER-LED ACTIVATIONS, WHILE ENGAGEMENT & COLLABORATION FOCUSED ON RELATIONSHIP-BUILDING AND ACCESS. THIS COORDINATION IS EXEMPLIFIED BY UNIVERSITY CIRCLE'S ANNUAL MLK DAY OBSERVANCE, WHERE MARKETING EFFORTS AMPLIFY A DISTRICT-WIDE CALENDAR OF FREE INSTITUTION EVENTS AND ENGAGEMENT & COLLABORATION OPERATES A FREE SHUTTLE TO PHYSICALLY CONNECT RESIDENTS AND VISITORS TO MULTIPLE LOCATIONS ACROSS UNIVERSITY CIRCLE.BOTH DEPARTMENTS ALSO CONVENED AND PARTICIPATED IN AFFINITY GROUP MEETINGS WITH INSTITUTIONAL AND COMMUNITY PARTNERS TO IDENTIFY SHARED GOALS, REDUCE DUPLICATION, AND EXPLORE OPPORTUNITIES FOR COORDINATED PROGRAMMING AND RESOURCE-SHARING. AS PARTICIPATION AND DEMAND INCREASED, UCI NAVIGATED THE OPERATIONAL CHALLENGES OF SCALING FREE PROGRAMS WHILE MAINTAINING ACCESSIBILITY, QUALITY, AND RESPONSIVENESS.FY25 REPRESENTED A YEAR OF STRATEGIC GROWTH AND ALIGNMENT, REFLECTING THE EARLY OUTCOMES OF DEPARTMENTAL RESTRUCTURING UNDERTAKEN IN FY24. THIS WORK POSITIONED UCI TO EXPAND ITS PUBLIC PROGRAMS AND DEEPEN COMMUNITY ENGAGEMENT IN FY26, WHILE REINFORCING ITS ROLE AS A PRODUCER, CONNECTOR, AND AMPLIFIER OF ARTS, CULTURE, AND COMMUNITY LIFE IN UNIVERSITY CIRCLE. 66924 215063 PARKING - AS THE SECOND LARGEST EMPLOYMENT DISTRICT IN NORTHEASTERN OHIO AND A DESTINATION FOR MILLIONS OF ANNUAL VISITORS, UNIVERSITY CIRCLE INCORPORATED'S PARKING PROGRAM CONTINUES TO SERVE THE PUBLIC AND NOT-FOR-PROFIT PARTNERS. THE PROGRAM IS OPERATED BY A FULL-SERVICE PARKING PROVIDER. 1121183 18666 326403 IN ADDITION TO THE PROGRAMS THAT ARE EXTENDED TO OUR STAKEHOLDERS, THERE IS AN ONGOING NEED TO BUILD RELATIONSHIPS BOTH LOCALLY AND WITH A BROADER GROUP OF STAKEHOLDERS. EFFORTS CONTINUE TO WORK WITH THE LEADERS OF PARTNER ORGANIZATIONS WITHIN THE GREATER CIRCLE FOOTPRINT. AS AN UMBRELLA ORGANIZATION, WE ARE ALWAYS LOOKING FOR AVENUES THAT SUPPORT OUR PEERS AND ELEVATE THEIR WORK. WE ALSO ADVOCATE ON BEHALF OF THE DISTRICT AT BOTH LOCAL, COUNTY, STATE AND FEDERAL LEVELS. IT IS CRITICAL THAT ELECTED OFFICIALS UNDERSTAND THE VALUE OF THIS DISTRICT AS THEY ARE DETERMINING POLICIES, PROGRAMS, AND FUNDING. TO THAT END, MUCH ENERGY IS PUT INTO ADVOCACY WORK THROUGH THE LEADERSHIP OF THE ORGANIZATION. 1188107 18666 541466 8790498 1 1 0 1 0 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 119 0 81 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 60 60 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X DEAN M PARKER 2167913900 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 DOUG WANG CHAIR 1.00 X X 0 0 0 TIM CALLAHAN TREASURER 1.00 X X 0 0 0 CLAIBORNE CLAY RANKIN SECRETARY 1.00 X X 0 0 0 THOMAS G BRICK TRUSTEE 1.00 X 0 0 0 EVELYN BURNETT TRUSTEE 1.00 X 0 0 0 SHAKORIE DAVIS TRUSTEE 1.00 X 0 0 0 TJ DISANTO TRUSTEE 1.00 X 0 0 0 CHRIS GOODRICH TRUSTEE 1.00 X 0 0 0 ANN HARLAN TRUSTEE 1.00 X 0 0 0 DIANA HILDEBRAND TRUSTEE 1.00 X 0 0 0 JEREMY JOHNSON TRUSTEE 1.00 X 0 0 0 DOUG KATZ TRUSTEE 1.00 X 0 0 0 INDIA PIERCE LEE TRUSTEE 1.00 X 0 0 0 CRAIG MARTAHUS TRUSTEE 1.00 X 0 0 0 JILL DIETRICH MELLON TRUSTEE 1.00 X 0 0 0 SETH REIMER TRUSTEE 1.00 X 0 0 0 CATHERINE CATIE ROMANCHEK TRUSTEE 1.00 X 0 0 0 STEVE RUBIN TRUSTEE 1.00 X 0 0 0 WILLIAM BILL SEELBACH TRUSTEE 1.00 X 0 0 0 JOSEPH SHAFRAN TRUSTEE 1.00 X 0 0 0 MARIA SPANGLER TRUSTEE 1.00 X 0 0 0 MARK SUTHERLAND TRUSTEE 1.00 X 0 0 0 JOSEPH H THOMAS TRUSTEE 1.00 X 0 0 0 ARTHUR W TREUHAFT TRUSTEE 1.00 X 0 0 0 JEFFERY WEAVER TRUSTEE 1.00 X 0 0 0 PAUL WELLENER TRUSTEE 1.00 X 0 0 0 LUCY WELLER TRUSTEE 1.00 X 0 0 0 BARBARA WILCHER-NORTON TRUSTEE 1.00 X 0 0 0 STATHIS ANTONIADES TRUSTEE 1.00 X 0 0 0 GRACE CHIN TRUSTEE 1.00 X 0 0 0 LORI D'ANGELO TRUSTEE 1.00 X 0 0 0 KELLY FALCONE-HALL TRUSTEE 1.00 X 0 0 0 KATHY GOSS TRUSTEE 1.00 X 0 0 0 ANDRE GREMILLET TRUSTEE 1.00 X 0 0 0 JULIA GRIFFIN TRUSTEE 1.00 X 0 0 0 BILL GRISWOLD TRUSTEE 1.00 X 0 0 0 BISHOP DERRICK HANNA TRUSTEE 1.00 X 0 0 0 STEPHEN HANSLER TRUSTEE 1.00 X 0 0 0 KATHRYN HEIDEMANN TRUSTEE 1.00 X 0 0 0 PAUL HOGLE TRUSTEE 1.00 X 0 0 0 JARED ISAACSON TRUSTEE 1.00 X 0 0 0 M C KING TRUSTEE 1.00 X 0 0 0 REV JESSIE MACMILLAN TRUSTEE 1.00 X 0 0 0 ERIC MORSE TRUSTEE 1.00 X 0 0 0 EDWARD MOYDELL TRUSTEE 1.00 X 0 0 0 EMMA PARKER TRUSTEE 1.00 X 0 0 0 GERI PRESTI TRUSTEE 1.00 X 0 0 0 MEGAN LYKINS REICH TRUSTEE 1.00 X 0 0 0 GARY ROBINSON TRUSTEE 1.00 X 0 0 0 JULIAN ROGERS TRUSTEE 1.00 X 0 0 0 GORDON SNOW TRUSTEE 1.00 X 0 0 0 CARA STOCK TRUSTEE 1.00 X 0 0 0 FELTON THOMAS TRUSTEE 1.00 X 0 0 0 MINDY TOUSLEY TRUSTEE 1.00 X 0 0 0 THOMAS TURKALY TRUSTEE 1.00 X 0 0 0 ELAINE TURLEY TRUSTEE 1.00 X 0 0 0 KENDRA URDZIK TRUSTEE 1.00 X 0 0 0 NANCY WEST TRUSTEE 1.00 X 0 0 0 CRAIG WILSON TRUSTEE 1.00 X 0 0 0 SONIA WINNER TRUSTEE 1.00 X 0 0 0 KATE BORDERS PRESIDENT 45.00 1.00 X 252942 0 37150 DEAN PARKER CHIEF FINANCIAL OFFICER 45.00 5.00 X 196638 0 32112 CHERIE BANDY CHIEF OF STAFF THROUGH 5/14 45.00 X 120954 0 53477 ELISE YABLONSKY CHIEF PLACE MANAGEMENT OFFICER 45.00 2.00 X 143728 0 55352 KURTIS KEEPER SERGEANT 52.00 X 115262 0 51611 THOMAS WETZEL CHIEF OF POLICE 45.00 X 102530 0 45464 ALANNA SMITH CAPTAIN 43.00 X 103738 0 23198 1035792 0 298364 7 0 1 0 PETER K ANAGNOSTOS 2430 DERBYSHIRE ROAD CLEVELAND HEIGHTS OH 44106 FUNDRAISING SERVICES 134711 1 254833 11824 3043519 78440 3310176 PUBLIC SAFETY 812900 3832431 3832431 PROPERTY MANAGEMENT 531310 1720187 1720187 OTHER PROGRAM SERVICE 900099 382123 382123 PARKING 812930 215063 215063 6149804 1535917 1535917 7049491 3074255 6548966 1259953 500525 1814302 2314827 2314827 14725 25589 -10864 -10864 13299860 6149804 0 3839880 15877 15877 2789 2789 652407 562407 61530 28470 3527350 3040749 332671 153930 265716 229060 25060 11596 961591 828939 90689 41963 342626 295360 32314 14952 801 801 243351 216120 26300 931 44594 39604 4819 171 72000 72000 181071 181071 949344 716689 90207 142448 170936 155205 194 15537 125001 57612 66855 534 268229 154335 91075 22819 979095 838445 140625 25 90527 86407 2589 1531 94702 91841 1429 1432 401449 8002 393447 258402 245938 12464 528502 447320 81182 OTHER EXPENSES 418425 317524 83827 17074 CIRCLE EVENTS 325415 325415 PARKING 40390 40390 EDUCATIONAL 1669 1669 10962259 8790498 1718348 453413 182638 195534 8747142 4051370 679552 1151779 937413 1522686 1057279 2359771 200111 175107 17485132 3969367 13819855 13515765 16737801 17216415 9655430 9191703 2108789 1903817 54126010 51283947 2677222 1519712 811090 690967 7462486 2650756 101488 30673 11052286 4892108 X 17356409 19477655 25717315 26914184 43073724 46391839 54126010 51283947 X 2337601 1001601 -21087 X X 0 1 X 1 0 X 3383608 1931666 1450922 1753818 3310176 11830190 11622782 14162198 6370692 6437107 6149804 44742583 15006390 16093864 7821614 8190925 9459980 56572773 161947 135407 119364 129630 701512 1247860 0 161947 135407 119364 129630 701512 1247860 55324913 448735 894675 671720 713950 1535917 4264997 448735 894675 671720 713950 1535917 4264997 3671 -400 21094 24365 338011 204391 542402 15796807 17192530 8493334 8925969 10995897 61404537 0.90100 0.71500 0.06950 0.05810 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM NORMAL OPERATIONS - 2020 AMOUNT: $ 338,011. 2021 AMOUNT: $ 204,391. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 72000 72000 0 PART II-B, LINE 1: ENGAGEMENT OF A LOBBYING FIRM TO PROVIDE GOVERNMENT RELATIONS CONSULTING SERVICES RELATING TO OBTAINING STATE OF OHIO TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) GRANT FUNDS FOR CONTINUING THE EXISTING COMMUNITY EDUCATION PROGRAMMING DESIGNED TO ASSIST LOW-INCOME FAMILIES WITH CHILDREN IN THE GREATER UNIVERSITY CIRCLE AREA ACHIEVE ECONOMIC SELF-SUFFICIENCY, AND OTHER STATE GRANT FUNDING FOR UNIVERSITY CIRCLE AREA INFRASTRUCTURE IMPROVEMENTS IN FURTHERANCE OF THE VIABILITY OF CERTAIN COMMUNITY RESOURCES AVAILABLE TO THE PUBLIC. 24395485 1838874 1133000 87881 25013478 23057779 2581026 1151000 92320 24395485 22963280 5000 1282907 1106000 87408 23057779 25437259 327500 -1723243 999000 79236 22963280 19982264 126496 6380158 955000 96659 25437259 0.54370 0.45630 1 0 3596788 3596788 3995764 2421647 1574117 152365 107606 44759 360934 229370 131564 9379281 1210744 8168537 13515765 EQUITY SECURITIES 15064169 F FIXED INCOME FUNDS 2152246 F 17216415 EQUITY INVESTMENTS - ALTERNATIVE 9191703 F 9191703 DEPOSITS 27718 LEASE LIABILITY 2955 30673 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PROVIDE FINANCIAL SUPPORT TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH U.S. GAAP, WHICH REQUIRES RECOGNITION OF AND DISCLOSURES RELATED TO UNCERTAIN TAX POSITIONS. AS OF AND DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. 1 ASSEMBLY FOR ACTION 6539 EUCLID AVE STE 110 CLEVELAND OH 44103 501(C)(4) 10000 0 FMV N/A ARTS LEVY CONTRIBUTION 1 PART I, LINE 2: STUDENTS ARE REQUIRED TO COMPLETE A TIME SHEET WHICH IS THEN SIGNED BY THEIR DIRECT SUPERVISOR. THE STIPEND IS ADJUSTED IF THE INTERN DOES NOT COMPLETE THE MINIMUM HOURS REQUIRED. X X X 0 0 0 0 0 0 0 0 0 KATE BORDERS PRESIDENT 226942 0 20000 0 6000 0 9445 0 27705 0 290092 0 0 0 DEAN PARKER CHIEF FINANCIAL OFFICER 159083 0 37555 0 0 0 17000 0 15112 0 228750 0 0 0 ELISE YABLONSKY CHIEF PLACE MANAGEMENT OFFICER 116416 0 27312 0 0 0 12454 0 42898 0 199080 0 0 0 CHERIE BANDY CHIEF OF STAFF THROUGH 5/14 97690 0 23264 0 0 0 10687 0 42790 0 174431 0 0 0 KURTIS KEEPER SERGEANT 115262 0 0 0 0 0 10236 0 41375 0 166873 0 0 0 X 3 78440 MARKET VALUE 0 0 0 FORM 990, PART III, LINE 3 RECENTLY THE ORGANIZATION SHIFTED AWAY FROM DIRECT SERVICE EDUCATION PROGRAMS TO WHOLISTIC COMMUNITY AND FAMILY ENGAGEMENT PROGRAMS. THIS WAS THE RESULT OF RESPONDING TO THE IMPROVEMENT IN THE QUALITY AND QUANTITY OF EDUCATION PROGRAMS AVAILABLE IN THE IMMEDIATE AREA. IT BECAME APPARENT THAT THIS WAS NO LONGER A SERVICE THAT OUR ORGANIZATION NEEDED TO PROVIDE, BECAUSE SO MANY OTHERS WERE MEETING THAT NEED. HOWEVER, THE CONNECTION TO THE WHOLE FAMILY AND THE BROADER COMMUNITY IS STILL AN AREA WHERE WORK CAN BE DONE. THEREFORE, WE NOW HAVE AN ENGAGEMENT DEPARTMENT THAT CREATES FREE PROGRAMMING TO STRENGTHEN THE CONNECTION OF THIS DISTRICT TO THE BROADER COMMUNITY. FORM 990, PART VI, SECTION A, LINE 6 MEMBER ORGANIZATIONS ARE REPRESENTED ON THE BOARD OF TRUSTEES AND VOTE ON MATTERS PUT BEFORE THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHICH ARE ORGANIZATIONS LOCATED IN THE UNIVERSITY CIRCLE AREA. THESE MEMBERS HAVE THE RIGHT TO SELECT AND NOMINATE OTHER MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 TAX FORM AND ALL APPLICABLE SCHEDULES ARE COMPILED BY UCI'S AUDITING FIRM, COHEN AND COMPANY. A DRAFT OF THE 990 TAX FORM AND ALL APPLICABLE SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE, PRESIDENT, AND CFO. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST DISCLOSURE STATEMENT ARE PROVIDED TO ALL TRUSTEES, COMMITTEE MEMBERS, OFFICERS, AND SENIOR MANAGEMENT OF THE ORGANIZATION. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY BY THE AFOREMENTIONED INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 15 UCI HAS ESTABLISHED A COMPENSATION COMMITTEE OF THE BOARD CONSISTING OF AT LEAST FIVE MEMBERS OF THE BOARD THAT SHALL EVALUATE ANNUALLY AND RECOMMEND PERIODICALLY THE COMPENSATION OF UCI'S PRESIDENT. THE COMMITTEE SHALL ALSO REVIEW THE OVERALL COMPENSATION PROGRAM FOR SENIOR MANAGEMENT POSITIONS, AS RECOMMENDED BY THE PRESIDENT. THE COMMITTEE SHALL EVALUATE THE PRESIDENT'S PERFORMANCE ANNUALLY AND RECOMMEND ANNUAL GOALS AND OBJECTIVES FOR THE PRESIDENT. THE COMMITTEE WILL SET THE PRESIDENT'S TOTAL COMPENSATION PACKAGE, RELYING UPON APPROPRIATE DATA FOR COMPARISON PURPOSES (INCLUDING COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS) PRIOR TO MAKING ITS COMPENSATION DETERMINATION. THE COMMITTEE MAY SOLICIT INPUT OF OTHER TRUSTEES DURING THIS PROCESS. THE COMMITTEE WILL DOCUMENT THE BASIS FOR THE COMMITTEE'S DETERMINATION AND OUTCOME AND REPORT THE RESULTS OUT AT THE NEXT BOARD OR EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE FURNISHED UPON REQUEST IN WRITING TO THE ORGANIZATION. FORM 990, PART XI, LINE 9: PRIVATE EQUITY INVESTMENTS - NET -21,087. FORM 990, PART XII, LINE 2C NO PROCESS CHANGED FROM PRIOR YEAR. UNIVERSITY CIRCLE EAST LLC 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 REAL PROPERTY OH 2073327 2399569 N/A UCI-CET LLC 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 REAL PROPERTY OH 662466 0 N/A UNIVERSITY CIRCLE WEST LLC 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 COMMERCIAL LEASING OH 259457 912921 N/A UNIVERSITY CIRCLE HOUSING INC 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 341229409 SUBSIDIZED HOUSING FOR LOW INCOME SENIOR CITIZENS OH 501(C)(3) LINE 10 N/A 0 UNIVERSITY CIRCLE PARKING SERVICES INC 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 862589675 PARKING & RELATED SERVICES - SUPPORTING ORGANIZATION OH 501(C)(3) LINE 12A, I UNIVERSITY CIRCLE INCORPORATED 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNIVERSITY CIRCLE PARKING SERVICES INC C 154833 FMV UNIVERSITY CIRCLE HOUSING INC C 100000 FMV