Lake Merritt-Uptown District Association
- Assets
- $124.6k
- Revenue
- $1.7m
- Investments
- $0.0
- Employees
- 0
- Location
- Oakland, CA
- Founding
- 03/2009
- Data as of
- 12/2022
- EIN
- 61-1558417
Organization Overview
Lake Merritt-Uptown District Association is located in Oakland, CA. The organization was established in 2009. According to its NTEE Classification (S20) the organization is classified as: Community & Neighborhood Development, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lake Merritt-Uptown District Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Lake Merritt-Uptown District Association generated $1.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $1.8m during the year ending 12/2022. While expenses have increased by 5.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE LAKE MERRITT UPTOWN DISTRICT ASSOCIATION (LMUDA) MANAGES THE COMMUNITY BENEFIT DISTRICT (CBD) FORMED TO REVITALIZE A 36- BLOCK AREA ALONG THE BROADWAY CORRIDOR IN DOWNTOWN OAKLAND. THE ASSOCIATION PROVIDES SPECIAL BENEFIT SERVICES SUCH AS DISTRICT MAINTENANCE, SECURITY, BEAUTIFICATION AND CULTURAL ENRICHMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADMINISTRATION OF DISTRICT ASSESSMENT REVENUE, OVERSIGHT OF SERVICE DELIVERY, ORGANIZATIONAL CAPACITY - BUILDING
MAINTENANCE OF PUBLIC RIGHTS-OF-WAY
SECURITY
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Deborah Boyer Board Member | Trustee | 1 | $0 |
Kim Bardakian Vice President | OfficerTrustee | 1 | $0 |
Ruth Simon Treasurer | OfficerTrustee | 1 | $0 |
Sara DE La Riva President | OfficerTrustee | 1 | $0 |
Gregor Thibideaux Board Member | Trustee | 1 | $0 |
Tederal Glover Board Member | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Block By Block District Security Services | 12/30/22 | $961,825 |
Oakland Venue Management Inc District Management Services | 12/30/22 | $399,231 |
District Works District Management Services | 12/30/22 | $106,231 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $11,198 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $11,198 |
| Total Program Service Revenue | $1,670,608 |
| Investment income | $1,768 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,683,574 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,600 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $133,818 |
| Office expenses | $15,378 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $106,693 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $5,673 |
| All other expenses | $152,654 |
| Total functional expenses | $1,804,487 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $104,327 |
| Savings and temporary cash investments | $13,865 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,387 |
| Total assets | $124,579 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $115,999 |
| Net assets with donor restrictions | $8,580 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $124,579 |