Civic Intelligence

Uptown Westerville Inc

EIN 81-4833262 • 501(c)3 • Westerville, OH

Profile

The purposes for which the corporation is organized are to protect and revitalize the historically and culturally significant traditional uptown commercial area of the city of westerville,ohio

27 E Home StWesterville, OH 43081

uptownwestervilleinc.com

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$62,565

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 69.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

83rd percentile

33%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

1.9%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$353,201

Down $7,484 (-2.1%) from 2024

Liabilities

Down

$1,075

Down $23,925 (-96%) from 2024

Net Assets

Up

$352,126

Up $16,441 (+4.9%) from 2024

Revenue

Down

$296,067

Down $32,597 (-9.9%) from 2024

Expenses

Up

$279,626

Up $69,626 (+33%) from 2024

Net Income

Down

$16,441

Down $102,223 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2017: $48,079Liabilities 2017: $02017Assets 2018: $46,973Liabilities 2018: $1,200Net Assets 2018: $45,7732018Assets 2019: $62,935Net Assets 2019: $62,9352019Assets 2020: $29,900Net Assets 2020: $29,9002020Assets 2021: $82,638Liabilities 2021: $1,104Net Assets 2021: $81,5342021Assets 2022: $163,799Liabilities 2022: $0Net Assets 2022: $163,7992022Assets 2023: $218,441Liabilities 2023: $1,420Net Assets 2023: $217,0212023Assets 2024: $360,685Liabilities 2024: $25,000Net Assets 2024: $335,6852024Assets 2025: $353,201Liabilities 2025: $1,075Net Assets 2025: $352,1262025

Highlighted filing

2025

Assets$353,201
Liabilities$1,075
Net Assets$352,126

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $121,629Expenses 2017: $73,675Net Income 2017: $47,9542017Revenue 2018: $108,649Expenses 2018: $110,955Net Income 2018: -$2,3062018Revenue 2019: $126,079Expenses 2019: $108,917Net Income 2019: $17,1622019Revenue 2020: $90,093Expenses 2020: $123,128Net Income 2020: -$33,0352020Revenue 2021: $167,331Expenses 2021: $115,697Net Income 2021: $51,6342021Revenue 2022: $216,698Expenses 2022: $134,433Net Income 2022: $82,2652022Revenue 2023: $220,919Expenses 2023: $167,697Net Income 2023: $53,2222023Revenue 2024: $328,664Expenses 2024: $210,000Net Income 2024: $118,6642024Revenue 2025: $296,067Expenses 2025: $279,626Net Income 2025: $16,4412025

Highlighted filing

2025

Revenue$296,067
Expenses$279,626
Net Income$16,441

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 17, 2026
Return Version
2025v4.0
Gross Receipts
$431,439
Mission and Program Overview

Mission

The purposes for which the Corporation is organized are to protect and revitalize the historically and culturally significant traditional Uptown commercial area of the City of Westerville, Ohio.

The purposes for which the corporation is organized are to protect and revitalize the historically and culturally significant traditional uptown commercial area of the city of westerville,ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$355,660$352,678▼ $2,982
Rtn Earn Endowment Incm Other Fnds$335,685$352,126▲ $16,441
Prepaid Expenses and Deferred Charges$4,500--
Cash and Non-Interest-Bearing Accounts-$-2-
Total Assets$360,685$353,201▼ $7,484
Other Assets Total$525$525→ $0
Liabilities
Other Liabilities$25,000$1,075▼ $23,925
Total Liabilities$25,000$1,075▼ $23,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$335,685$352,126▲ $16,441
Total Liabilities and Net Assets / Fund Balance$360,685$353,201▼ $7,484

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,523$2,523
Other Land Buildings-$1,424$1,424
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy Nestor-bakerPresident
Candice MartiniBoard Member
Chuck WoodsonBoard Member
David GrimesBoard Member
Debbie ReichBoard Member
Dennis BlairBoard Member
Jen AultmanBoard Member
Julie ColleyBoard Member
Kathy CocuzziBoard Member
Kristin MichelBoard Member
Mary Beth MetzBoard Member
Mike DeringerBoard Member
Mike HerronBoard Member
Siobhan BlakeSecretary
John BrooksTreasurer
Tim BullockVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$198,937
Program Service Revenue
$0
Investment Income
$14,469
Other Revenue
$82,661
All Other Contributions
$52,750
Change in Net Assets
$16,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$167,411
Other Expenses$112,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$102,051$43,736-$145,787
Fees for Services Other$29,446$100-$29,546
Office Expenses$54$24,875-$24,929
Occupancy-$12,800-$12,800
Payroll Taxes$7,892$3,382-$11,274
Other Employee Benefits-$10,350-$10,350
Fees for Services Legal-$10,309-$10,309
Fees for Services Accounting-$8,423-$8,423
Advertising$6,668--$6,668
Conferences and Meetings-$2,669-$2,669
Travel-$1,520-$1,520
All Other Expenses$215$1,259-$1,474
Insurance$1,332--$1,332
Other Expenses$1,092$1,840-$1,092
Information Technology$967--$967
Total Functional Expenses$158,363$121,263$0$279,626
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$211,722
Fundraising Direct Expenses$135,372
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fourth Friday$109,693$100,193$41,611$58,582
Uptown Untapped$63,410$60,710$6,223$54,487
Total Events$233,309$211,722$122,116$89,606
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Program Fees$1,075
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
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, Page 6, Part VI, Line 11B

The form 990 is reviewed by the board president and treasurer before filing. A copy of the form 990 is made available to the board members before filing.

Form 990, Page 6, Part VI, Line 12C

Each year board members have to review the policy and sign the acknowledgment. New board members complete a conflict of interest form when they first join. All the acknowledgments come to the executive director. Conflicts are reviewed by the uptown westerville executive board. Board members with a conflict abstain from voting on the issue.

Form 990, Page 6, Part VI, Line 15A

Annual compensation was determined originally when the executive director was hired in 2017 by the board president and voted on by the full board of directors. The organization uses comparable salaries from the main street directors in similar sized programs in ohio. Heritage ohio, the administrator of ohio's main street america program was used as the basis for the data. Increase in salary was based on satisfactory and exceptional performance and average pay trends for percentage of increase. The decisions for executive director compensation are documented in the board of directors meeting minutes. The process was last undertaken during budget review in january.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interst policy, etc. Is made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Uptown Westerville Inc
EIN
81-4833262
Phone
6143542713
Address
27 E HOME ST, WESTERVILLE, OH 43081

Signing Officer

Name
Lynn Aventino
Title
Executive Director
Phone
6143542713
Signed
2026-03-17

Organization Details

Principal Officer
Nancy Nestor-baker
Formed
2017
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
150

Preparer

Firm
Nichols & Company Cpas
Address
507 EXECUTIVE CAMPUS DR, WESTERVILLE, OH 43082
Preparer
Gwendolyn S Nichols CPA
Phone
6148915423
Supplemental Narrative

Additional Explanations

Form 990, Part III

Planning and implementing community building events such as: uptown cookie walk - an annual community favorite event bringing people into westerville from over 25 other communities; uptown untapped - westerville's original outdoor beer event, uptown untapped celebrates the city's dry history with a craft beer event hosted on the dry streets of uptown westerville. The event is a celebration of local craft beer, local breweries and local restaurants and hosted about 2,000 community members, 15 local breweries, 2 local bands and 6 local eateries; the westerville farmers' market, which had over 60 vendors and attracted an average of 3,500 people per week over 21 weeks from may through october and also offered supplemental nutrition programs like snap, produce perks and wic; and fourth friday street festivals, hosting over 150 pop up businesses and attracting from 10,000 to 20,000 visitors each month may-october. The festival is free to the public and offers music, entertainment, community groups, children's activities, an interactive science exhibit and dance performances. There were 33 uptown clue walking tours in 2024, with 20 attendees per tour.

Form 990, Part IX, Line 11G

Marketing/ media 29,446 0 0 labor 0 100 0 total 29,446 100 0

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IRS990/PrincipalOfficerNm0NANCY NESTOR-BAKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PRESERVING THE HISTORIC CHARACTER AND CHARM OF UPTOWN WESTERVILLE THROUGH EXPANSION OF THE HISTORIC PLAQUE PROGRAM, INCLUDING A WALKING TOUR OF THE HISTORIC BUILDINGS THAT HAVE PLAQUES THROUGHOUT UPTOWN WESTERVILLE. HOLIDAY EVENTS IN NOVEMBER AND DECEMBER SUCH AS HOSTING SANTA AND MRS. CLAUS IN UPTOWN WESTERVILLE AND HOLIDAY TREE LIGHTING ACTIVITIES. GHOST STORY TOURS IN UPTOWN, STORIES WERE COMPILED FROM LOCAL PROPERTY AND BUSINESS OWNERS, A PRODUCTION COMPANY WAS HIRED TO LEAD THE TOURS SO THEY WERE FUN AND THEATRICAL, NOT HORROR BASED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04529
IRS990/ProgSrvcAccomActy3Grp/Desc0DEVELOPING AND MAINTAINING COMMUNICATIONS TO STAKEHOLDERS THROGUH EMAIL NEWSLETTERS, SOCIAL MEDIA AND WEBSITE. THE ORGANIZATION MAINTAINS 2 INSTAGRAM ACCOUNTS, A FACEBOOK PAGE AND AN ACTIVE WEBSITE THAT HOSTS BLOGS ON TOPICS OF INTEREST TO THE COMMUNITY, A COMMUNITY CALENDAR AND AN E- COMMERCE SITE FOR EVENT REGISTRATION.
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt080737
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IRS990/PYTotalExpensesAmt0210000
IRS990/PYTotalRevenueAmt0328664
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IRS990/ReconcilationRevenueExpnssAmt016441
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0352678
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME 640,148 MISCELLANEOUS INCOME 7,846
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0198937
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FOURTH FRIDAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0UPTOWN UNTAPPED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PLANNING AND IMPLEMENTING COMMUNITY BUILDING EVENTS SUCH AS: UPTOWN COOKIE WALK - AN ANNUAL COMMUNITY FAVORITE EVENT BRINGING PEOPLE INTO WESTERVILLE FROM OVER 25 OTHER COMMUNITIES; UPTOWN UNTAPPED - WESTERVILLE'S ORIGINAL OUTDOOR BEER EVENT, UPTOWN UNTAPPED CELEBRATES THE CITY'S DRY HISTORY WITH A CRAFT BEER EVENT HOSTED ON THE DRY STREETS OF UPTOWN WESTERVILLE. THE EVENT IS A CELEBRATION OF LOCAL CRAFT BEER, LOCAL BREWERIES AND LOCAL RESTAURANTS AND HOSTED ABOUT 2,000 COMMUNITY MEMBERS, 15 LOCAL BREWERIES, 2 LOCAL BANDS AND 6 LOCAL EATERIES; THE WESTERVILLE FARMERS' MARKET, WHICH HAD OVER 60 VENDORS AND ATTRACTED AN AVERAGE OF 3,500 PEOPLE PER WEEK OVER 21 WEEKS FROM MAY THROUGH OCTOBER AND ALSO OFFERED SUPPLEMENTAL NUTRITION PROGRAMS LIKE SNAP, PRODUCE PERKS AND WIC; AND FOURTH FRIDAY STREET FESTIVALS, HOSTING OVER 150 POP UP BUSINESSES AND ATTRACTING FROM 10,000 TO 20,000 VISITORS EACH MONTH MAY-OCTOBER. THE FESTIVAL IS FREE TO THE PUBLIC AND OFFERS MUSIC, ENTERTAINMENT, COMMUNITY GROUPS, CHILDREN'S ACTIVITIES, AN INTERACTIVE SCIENCE EXHIBIT AND DANCE PERFORMANCES. THERE WERE 33 UPTOWN CLUE WALKING TOURS IN 2024, WITH 20 ATTENDEES PER TOUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND TREASURER BEFORE FILING. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR BOARD MEMBERS HAVE TO REVIEW THE POLICY AND SIGN THE ACKNOWLEDGMENT. NEW BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM WHEN THEY FIRST JOIN. ALL THE ACKNOWLEDGMENTS COME TO THE EXECUTIVE DIRECTOR. CONFLICTS ARE REVIEWED BY THE UPTOWN WESTERVILLE EXECUTIVE BOARD. BOARD MEMBERS WITH A CONFLICT ABSTAIN FROM VOTING ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL COMPENSATION WAS DETERMINED ORIGINALLY WHEN THE EXECUTIVE DIRECTOR WAS HIRED IN 2017 BY THE BOARD PRESIDENT AND VOTED ON BY THE FULL BOARD OF DIRECTORS. THE ORGANIZATION USES COMPARABLE SALARIES FROM THE MAIN STREET DIRECTORS IN SIMILAR SIZED PROGRAMS IN OHIO. HERITAGE OHIO, THE ADMINISTRATOR OF OHIO'S MAIN STREET AMERICA PROGRAM WAS USED AS THE BASIS FOR THE DATA. INCREASE IN SALARY WAS BASED ON SATISFACTORY AND EXCEPTIONAL PERFORMANCE AND AVERAGE PAY TRENDS FOR PERCENTAGE OF INCREASE. THE DECISIONS FOR EXECUTIVE DIRECTOR COMPENSATION ARE DOCUMENTED IN THE BOARD OF DIRECTORS MEETING MINUTES. THE PROCESS WAS LAST UNDERTAKEN DURING BUDGET REVIEW IN JANUARY.

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