Civic Intelligence

The Urban Conservancy

EIN 72-1517826 • 501(c)3 • New Orleans, LA

Profile

Founded in 2001, The Urban Conservancy is a 501(c)(3) nonprofit organization dedicated to research, education and advocacy that promotes the wise stewardship of the urban built environment and local economies.

1239 Baronne StreetNew Orleans, LA 70113

www.urbanconservancy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.20x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.29x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

16th percentile

-14%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

5.7%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$516,426

Down $82,614 (-14%) from 2023

Liabilities

Down

$102,132

Down $34,965 (-26%) from 2023

Net Assets

Down

$414,294

Down $47,649 (-10%) from 2023

Revenue

Up

$346,884

Up $18,554 (+5.7%) from 2023

Expenses

Up

$395,157

Up $40,721 (+11%) from 2023

Net Income

Down

-$48,273

Down $22,167 (-85%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $179,218Liabilities 2010: $60,637Net Assets 2010: $118,5812010Assets 2011: $232,501Liabilities 2011: $23,409Net Assets 2011: $209,0922011Assets 2012: $277,662Liabilities 2012: $25,777Net Assets 2012: $251,8852012Assets 2013: $332,058Liabilities 2013: $23,923Net Assets 2013: $308,1352013Assets 2014: $397,904Liabilities 2014: $23,155Net Assets 2014: $374,7492014Assets 2015: $506,610Liabilities 2015: $3,280Net Assets 2015: $503,3302015Assets 2016: $546,461Liabilities 2016: $4,565Net Assets 2016: $541,8962016Assets 2017: $507,116Liabilities 2017: $5,746Net Assets 2017: $501,3702017Assets 2018: $622,271Liabilities 2018: $60,777Net Assets 2018: $561,4942018Assets 2020: $702,835Liabilities 2020: $243,092Net Assets 2020: $459,7432020Assets 2021: $629,939Liabilities 2021: $106,417Net Assets 2021: $523,5222021Assets 2022: $624,893Liabilities 2022: $136,840Net Assets 2022: $488,0532022Assets 2023: $599,040Liabilities 2023: $137,097Net Assets 2023: $461,9432023Assets 2024: $516,426Liabilities 2024: $102,132Net Assets 2024: $414,2942024

Highlighted filing

2024

Assets$516,426
Liabilities$102,132
Net Assets$414,294

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $304,041Expenses 2010: $212,633Net Income 2010: $91,4082010Revenue 2011: $204,429Expenses 2011: $113,317Net Income 2011: $91,1122011Revenue 2012: $212,331Expenses 2012: $169,186Net Income 2012: $43,1452012Revenue 2013: $208,609Expenses 2013: $152,361Net Income 2013: $56,2482013Revenue 2014: $254,393Expenses 2014: $188,154Net Income 2014: $66,2392014Revenue 2015: $353,987Expenses 2015: $225,406Net Income 2015: $128,5812015Revenue 2016: $312,153Expenses 2016: $273,601Net Income 2016: $38,5522016Revenue 2017: $298,826Expenses 2017: $339,076Net Income 2017: -$40,2502017Revenue 2018: $560,457Expenses 2018: $500,433Net Income 2018: $60,0242018Revenue 2020: $458,765Expenses 2020: $360,729Net Income 2020: $98,0362020Revenue 2021: $528,259Expenses 2021: $464,480Net Income 2021: $63,7792021Revenue 2022: $371,533Expenses 2022: $407,002Net Income 2022: -$35,4692022Revenue 2023: $328,330Expenses 2023: $354,436Net Income 2023: -$26,1062023Revenue 2024: $346,884Expenses 2024: $395,157Net Income 2024: -$48,2732024

Highlighted filing

2024

Revenue$346,884
Expenses$395,157
Net Income-$48,273

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$1.02$4.14$3.47$3.95$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$1.37$4.62$3.28$3.54$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$1.37$4.88$3.72$4.07$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$1.06$5.24$5.28$4.64$0.64
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$2.43$4.60$4.59$3.61$0.98
2018Summary only. Only limited summary data is available for this year.$6.22$0.61$5.61$5.60$5.00$0.60
2017Summary only. Only limited summary data is available for this year.$5.07$0.06$5.01$2.99$3.39$0.40
2016Summary only. Only limited summary data is available for this year.$5.46$0.05$5.42$3.12$2.74$0.39
2015Summary only. Only limited summary data is available for this year.$5.07$0.03$5.03$3.54$2.25$1.29
2014Summary only. Only limited summary data is available for this year.$3.98$0.23$3.75$2.54$1.88$0.66
2013Summary only. Only limited summary data is available for this year.$3.32$0.24$3.08$2.09$1.52$0.56
2012Summary only. Only limited summary data is available for this year.$2.78$0.26$2.52$2.12$1.69$0.43
2011Summary only. Only limited summary data is available for this year.$2.33$0.23$2.09$2.04$1.13$0.91
2010Summary only. Only limited summary data is available for this year.$1.79$0.61$1.19$3.04$2.13$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Gross Receipts
$346,884
Mission and Program Overview

Mission

Founded in 2001, The Urban Conservancy is a 501c3 nonprofit organization dedicated to research, education and advocacy that promotes the wise stewardship of the urban built environment and local economies.

Founded in 2001, The Urban Conservancy is a 501(c)(3) nonprofit organization dedicated to research, education and advocacy that promotes the wise stewardship of the urban built environment and local economies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$262,173$275,193▲ $13,020
Cash and Non-Interest-Bearing Accounts$336,867$241,233▼ $95,634
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$599,040$516,426▼ $82,614
Liabilities
Other Liabilities$11,219$102,132▲ $90,913
Deferred Revenue$66,796--
Accounts Payable and Accrued Expenses$59,082--
Total Liabilities$137,097$102,132▼ $34,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$461,943$414,294▼ $47,649
Total Net Assets Fund Balance$461,943$414,294▼ $47,649
Total Liabilities and Net Assets / Fund Balance$599,040$516,426▼ $82,614

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0--
Other Land Buildings$0--
Land$0--
Equipment$0--
Leasehold Improvements$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024----$0
2023----$0
2022----$0
2021----$0
2020----$0
Compensation and Service Providers

Employees

NameTitleBaseTotal
Dana EnessExecutive Director$106,463$106,463

Board Members and Trustees

NameTitle
Alexander Sascha BollagPresident
Meghan GarhanVice President
Al GrandoitBoard Member
Amber BonnetteBoard Member
Laura ScribaBoard Member
Rachael JeanfreauBoard Member
Syed Adeel AhmedBoard Member
Anthony DavisBoard Secretary
Juan BarretoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$332,318
Program Service Revenue
$136
Investment Income
$14,430
Other Revenue
$0
All Other Contributions
$137,455
Change in Net Assets
$-48,273

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$300,277
Other Expenses$94,880
Total Fundraising Expense$55,430
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$183,671$38,114$49,125$270,910
All Other Expenses$47,453$4,860$0$52,313
Payroll Taxes$14,179$2,916$3,665$20,760
Occupancy$10,155$6,883-$17,038
Pension Plan Contributions$5,088$1,126$1,444$7,658
Fees for Services Accounting$0$6,565-$6,565
Information Technology$3,064$1,951-$5,015
Conferences and Meetings$630$3,539-$4,169
Office Expenses$45$2,461$1,196$3,702
Insurance$0$3,556-$3,556
Travel$86$1,807-$1,893
Other Employee Benefits$0$949-$949
Fees for Services Legal$30$305-$335
Advertising$294--$294
Total Functional Expenses$264,695$75,032$55,430$395,157

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,424
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board is sent a draft of the 990 in advance of the regularly scheduled board meeting, at which time it is reviewed, questions are asked, and it is returned to the accountant. After the questions are answered and any final corrections are made, the board is sent the revised copy for final review and approval.

Form 990, Part VI, Section B, Line 12C

The board and executive director are required to annually submit a Conflict of Interest disclosure form. The forms are reviewed by the executive director and at least one board member, who then report the results of the review to the full board at one of its regularly scheduled meetings.

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policy and financial statements are kept on file at the Urban Conservancy's physical address and are available upon request.

Form 990, Part VI, Section B, Line 15A

Each position at the Urban Conservancy has a formal job description, which includes the titles and duties of the position. These job descriptions are not intended to be all-inclusive, but to cover the major areas of responsibility. Salary ranges for each position are set by the executive director, and approved by the Board of Directors. The Urban Conservancy is committed to paying fair wages and benefits to its employees. Salaries and salary increases are based on both the UCs and the individual's performance, and the prevailing market conditions. Performance is measured against the employee's annual work plan. All pay changes are effective on the first day of the following full pay period. Retroactive pay changes may only be made with board approval.

Filing and Contact Details

Filer

Filer Name
The Urban Conservancy
EIN
72-1517826
Phone
5042327821
Address
1239 Baronne Street, New Orleans, LA 70113

Signing Officer

Name
Dana Eness
Title
Executive Director
Phone
5042327821
Signed
2025-06-04
Discuss with paid preparer
No

Organization Details

Formed
2001
Legal Domicile
La
Voting Board Members
9
Independent Board Members
9
Employees
6

Preparer

Firm
Global Sai Tax Filerss
Address
2201 MENAUL BLVD STE A, Albuquerque, NM 87107
Preparer
Mahesh Thirakala
Phone
2132218651
Supplemental Narrative

Additional Explanations

Form 990, Part IX Line 24E

Contract Service $42,814, Homeowner Payments $2,306, Stipends $1,780, Miscellanous Expense $220, Donation To Related Organization $25, Program Supplies, Material, Etc $3,463, Dues, Licenses & Subscriptions $1,706,

Form 990, Part IX, Line 111G

Other fee for service expense was primarily payments to landscape design, installation, and maintenance services for their assistance in completing the green infrastructure projects that were part of the Front Yard Initiative and Urban Water Management programs.

Raw XML AppendixShowing 400 of 560 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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