Nonprofit · EIN 30-1013308
UPTOWN WHITTIER IMPROVEMENT ASSOCIATION
Tax-exempt · WHITTIER, CA 90601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $367,576 | $642,053 | -$274,477 | $854,875 | $0 | $854,875 |
| November 30, 2023 | 990 | $470,971 | $287,080 | $183,891 | $1,129,352 | $0 | $1,129,352 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $312,611
- Investment income
- $54,965
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $23,857
- Accounting fees
- $11,300
- Program services (functional)
- $542,240
- Management and general (functional)
- $99,813
Balance sheet and other
- Total assets, start of year
- $1,129,352
- Total assets, end of year
- $854,875
- Total liabilities, end of year
- $0
- Net assets, end of year
- $854,875
- Net assets without donor restrictions
- $854,875
- Gross receipts
- $367,576
- Employees
- 0
- Volunteers
- 17
- Year formed
- 2017
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Gonzalez | Board President Trustee or director, Officer | 2 | $0 |
| Virginia Ball | Vice President Trustee or director, Officer | 2 | $0 |
| Stephen Ortiz | Board Treasurer Trustee or director, Officer | 2 | $0 |
| Paul White | Board Secretary Trustee or director, Officer | 2 | $0 |
| Katie Galvin-Surbatovic | Director Trustee or director | 1 | $0 |
| Trese Childs | Director Trustee or director | 1 | $0 |
| Debra Legan | Director Trustee or director | 1 | $0 |
| Jose Montes | Director Trustee or director | 1 | $0 |
| John Ford | Director Trustee or director | 2 | $0 |
| Jason Moreno | Director Trustee or director | 1 | $0 |
| Milt Pate | Director Trustee or director | 1 | $0 |
| Steven Rodriguez | Director Trustee or director | 1 | $0 |
| Jim Dunkleman | Director thru Dec 2023 Trustee or director | 1 | $0 |
| Frank Rinaldi | Director thru Jan 2024 Trustee or director | 1 | $0 |
| Melinda Pina | Director thru Mar 2024 Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Morales | Director thru Jan 2024 Trustee or director | 1 | $0 |
990 for the year ended November 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELINDA PINA | PRESIDENT Trustee or director, Officer | 2 | $0 |
| FRANK RINALDI | DIRECTOR Trustee or director | 2 | $0 |
| VIRGINIA BALL | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| JAMES DUNKELMAN | TREASURER Trustee or director, Officer | 2 | $0 |
| KATIE GALVIN-SURBTOVIC | SECRETARY Trustee or director, Officer | 2 | $0 |
| TRESE CHILDS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID GONZALEZ | DIRECTOR Trustee or director | 1 | $0 |
| DEBRA LEGAN | DIRECTOR Trustee or director | 1 | $0 |
| JOSE MONTES | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MORALES | DIRECTOR Trustee or director | 1 | $0 |
| JASON MORENO | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN ORTIZ | DIRECTOR Trustee or director | 1 | $0 |
| MILT PATE | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| PAUL WHITE | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6755 NEWLIN AVE, WHITTIER, CA 90601-4019
- In care of
- % PAUL WHITE
- Principal officer (990 for 2023)
- David Gonzalez, 6755 Newlin Ave, Whittier, CA 90601
- Signed the 990
- David Gonzalez, President
- Phone
- (562) 686-9165
- Website
- www.uwia.org
- Return prepared by
- Eide Bailly LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 30-1013308 or by the name UPTOWN WHITTIER IMPROVEMENT ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- The Sidewalk Operations program maintains the cleanliness, safety, and visual appeal of Uptown Whittier's public spaces to support economic activity and community pride. During this reporting period, UWIA coordinated a district-wide power washing campaign that cleaned all sidewalks, building facades, and awnings, improving sanitation and curb appeal at no cost to property owners or tenants. UWIA also refurbished all district trash cans to enhance aesthetics and reduce litter. In response to community needs, the Association transitioned from using hospitality ambassadors to private security guards, increasing visible safety presence and deterrence of unwanted activity. The long-term goal of this program is to ensure Uptown Whittier remains clean, secure, and accessible to residents, visitors, and businesses alike.Expenses $443,659 · revenue $255,778
- The District Identity program strengthens Uptown Whittier's brand and builds community engagement through targeted communications, marketing, and seasonal activations. In this reporting period, UWIA launched two seasonal campaigns, Santa's Village and an Easter Bunny Event, which featured immersive decor, photo opportunities, live activations, and family-friendly programming. These drew thousands of visitors and significantly boosted foot traffic in the district. UWIA also implemented a crisis communications plan in response to local disruptions, ensuring consistent, transparent messaging that protected the reputation of local businesses and the district as a whole. In addition, a local influencer campaign was executed to promote Uptown businesses via curated social media content, resulting in a reach of thousands of impressions. The long-term goal is to position Uptown Whittier as a vibrant, safe, and welcoming destination for residents, visitors, and investors.Expenses $98,581 · revenue $56,833
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Check at the IRS |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 30-1013308
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $954,728
- Income (IRS master file)
- $696,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $367,576 | $642,053 | $854,875 | IRS |
| 990 | November 2023 | $470,971 | $287,080 | $1,129,352 | XML |
| 990 | November 2022 | $593,959 | $292,728 | $945,461 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-1013308).
Questions about UPTOWN WHITTIER IMPROVEMENT ASSOCIATION
- What is the EIN of UPTOWN WHITTIER IMPROVEMENT ASSOCIATION?
- The employer identification number (EIN) of UPTOWN WHITTIER IMPROVEMENT ASSOCIATION is 30-1013308.
- Is UPTOWN WHITTIER IMPROVEMENT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to UPTOWN WHITTIER IMPROVEMENT ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPTOWN WHITTIER IMPROVEMENT ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPTOWN WHITTIER IMPROVEMENT ASSOCIATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPTOWN WHITTIER IMPROVEMENT ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of UPTOWN WHITTIER IMPROVEMENT ASSOCIATION?
- The 990 for the year ended November 30, 2024 names David Gonzalez.
- Who are the officers and directors of UPTOWN WHITTIER IMPROVEMENT ASSOCIATION?
- The 990 for the year ended November 30, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does UPTOWN WHITTIER IMPROVEMENT ASSOCIATION have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $367,576, expenses of $642,053 and total assets of $854,875 at year end.
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