Civic Intelligence

The Uli Foundation

990 • Fiscal year 2012 • EIN 23-7133957

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 07, 2013

Organization ProfileWWW.ULI.ORG
1025 Thomas Jefferson Street NW No500 W20007
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.24x

Higher debt load relative to assets than 39% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

31st percentile

-0.7%

Faster asset growth than 31% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$52,051,980

Down $373,851 (-0.7%) from 2011

Net Assets

Down

$39,588,022

Down $1,562,554 (-3.8%) from 2011

Liabilities

Up

$12,463,958

Up $1,188,703 (+11%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,098,469

Down $543,856 (-7.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $46,192,530Liabilities 2010: $10,770,006Net Assets 2010: $35,422,5242010Assets 2011: $52,425,831Liabilities 2011: $11,275,255Net Assets 2011: $41,150,5762011Assets 2012: $52,051,980Liabilities 2012: $12,463,958Net Assets 2012: $39,588,0222012Assets 2013: $55,000,112Liabilities 2013: $13,219,075Net Assets 2013: $41,781,0372013Assets 2014: $61,065,505Liabilities 2014: $15,669,092Net Assets 2014: $45,396,4132014Assets 2015: $54,331,901Liabilities 2015: $6,166,560Net Assets 2015: $48,165,3412015Assets 2016: $53,464,103Liabilities 2016: $7,622,139Net Assets 2016: $45,841,9642016Assets 2017: $58,209,562Liabilities 2017: $9,524,528Net Assets 2017: $48,685,0342017Assets 2018: $60,084,660Liabilities 2018: $10,163,601Net Assets 2018: $49,921,0592018Assets 2019: $61,085,366Liabilities 2019: $10,930,790Net Assets 2019: $50,154,5762019Assets 2020: $58,134,153Liabilities 2020: $7,393,307Net Assets 2020: $50,740,8462020Assets 2021: $73,593,942Liabilities 2021: $8,003,970Net Assets 2021: $65,589,9722021Assets 2022: $82,508,929Liabilities 2022: $8,732,697Net Assets 2022: $73,776,2322022Assets 2023: $88,699,612Liabilities 2023: $8,422,179Net Assets 2023: $80,277,4332023Assets 2024: $93,149,599Liabilities 2024: $6,309,897Net Assets 2024: $86,839,7022024

Highlighted filing

2012

Assets$52,051,980
Liabilities$12,463,958
Net Assets$39,588,022
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $5,883,5732010Expenses 2011: $7,642,3252011Expenses 2012: $7,098,4692012Expenses 2013: $6,530,0962013Revenue 2014: $7,482,821Expenses 2014: $6,838,025Net Income 2014: $644,7962014Revenue 2015: $12,686,315Expenses 2015: $6,761,609Net Income 2015: $5,924,7062015Revenue 2016: $5,329,539Expenses 2016: $6,566,446Net Income 2016: -$1,236,9072016Revenue 2017: $5,835,681Expenses 2017: $6,498,365Net Income 2017: -$662,6842017Revenue 2018: $10,358,135Expenses 2018: $9,229,009Net Income 2018: $1,129,1262018Revenue 2019: $8,101,475Expenses 2019: $8,314,395Net Income 2019: -$212,9202019Revenue 2020: $10,283,468Expenses 2020: $8,970,704Net Income 2020: $1,312,7642020Revenue 2021: $15,087,920Expenses 2021: $9,645,831Net Income 2021: $5,442,0892021Revenue 2022: $24,976,310Expenses 2022: $11,606,013Net Income 2022: $13,370,2972022Revenue 2023: $14,443,685Expenses 2023: $12,296,509Net Income 2023: $2,147,1762023Revenue 2024: $12,459,636Expenses 2024: $11,775,297Net Income 2024: $684,3392024

Highlighted filing

2012

Revenue-
Expenses$7,098,469
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 7, 2013
Return Version
2011v1.2
Gross Receipts
$49,596,181
Mission and Program Overview

Mission

The uli foundation supports the mission of the urban land institute by providing an assured source of funding for uli's core research, education, and public service activities.

Filing and Contact Details

Filer

EIN
23-7133957
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IRS990ScheduleD/ExpensesSubtotal07098469
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0BOARD DESIGNATED NET ASSETS CONSISTED OF FUNDS RAISED THROUGH THE ANNUAL FUND PROGRAM FOR ULI TO SUPPORT ONGOING ULI PROGRAMS. THIS WAS APPROVED BY THE ULIF BOARD OF DIRECTORS. BOARD DESIGNATED ALSO INCLUDES FUNDS RECEIVED THROUGH THE ULIF HERITAGE SOCIETY THAT GIVEN TO SUPPORT THE RESEARCH AND EDUCATION EFFORTS OF ULI. PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2012 AND 2011 REPRESENT ENDOWMENT NET ASSETS THAT ARE NOT AVAILABLE FOR USE BY ULIF. EARNINGS ON THE ENDOWMENT FUNDS ARE EITHER TEMPORARILY RESTRICTED FOR SPECIFIED ULI PROGRAMS OR ARE AVAILABLE FOR GENERAL OPERATIONS AS SPECIFIED BY THE DONORS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1ULIF IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ULIF QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. ULIF HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. ULIF IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AT JUNE 30, 2012 AND 2011. GENERALLY, ULIF IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES BEFORE 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-1974415
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-1974415
IRS990ScheduleD/OtherLandBuildings/BookValue09058
IRS990ScheduleD/OtherLandBuildings/Depreciation011322
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis020380
IRS990ScheduleD/OtherLiabilities/Amount02341868
IRS990ScheduleD/OtherLiabilities/Amount110000000
IRS990ScheduleD/OtherLiabilities/Amount2122090
IRS990ScheduleD/OtherLiabilities/Description0DUE TO THE URBAN LAND INSTITUTE
IRS990ScheduleD/OtherLiabilities/Description1TRANSFER FROM ULI
IRS990ScheduleD/OtherLiabilities/Description2REFUNDABLE ADVANCES
IRS990ScheduleD/OtherSecurities/BookValue07644235
IRS990ScheduleD/OtherSecurities/BookValue13628263
IRS990ScheduleD/OtherSecurities/BookValue23789509
IRS990ScheduleD/OtherSecurities/BookValue32372718
IRS990ScheduleD/OtherSecurities/Description0676,480.984-PIMCO TOTAL RTN FD INST
IRS990ScheduleD/OtherSecurities/Description11-THORNBURG INTERNATIONAL EQ LLC
IRS990ScheduleD/OtherSecurities/Description2153,869.1435-WGI EMERGING MKT FD, LLC
IRS990ScheduleD/OtherSecurities/Description3REAL ESTATE
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/OtherSecurities/MethodOfValuation3F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.74270
IRS990ScheduleD/RevenueNotRptdF9900-1974415
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal07510330
IRS990ScheduleD/TermEndowmentEOYBalance00.23730
IRS990ScheduleD/TotalAdjustments0-1974415
IRS990ScheduleD/TotalExpenses07098469
IRS990ScheduleD/TotalExpensesPerForm99007098469
IRS990ScheduleD/TotalOfAmounts012463958
IRS990ScheduleD/TotalOfBookValueLandBuildings09058
IRS990ScheduleD/TotalOfBookValueSecurities019490185
IRS990ScheduleD/TotalRevenue07510330
IRS990ScheduleD/TotalRevenuePerForm99007510330
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt07098469
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt05535915
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant046868
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant11398
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients018
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients11

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$52,051,980
Liabilities
$12,463,958
Net assets
$39,588,022
Revenue
-
Expenses
$7,098,469
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.1$6.31$86.8$12.5$11.8$0.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.7$8.42$80.3$14.4$12.3$2.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.5$8.73$73.8$25.0$11.6$13.4
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.6$8.00$65.6$15.1$9.65$5.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$7.39$50.7$10.3$8.97$1.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$10.9$50.2$8.10$8.31$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.1$10.2$49.9$10.4$9.23$1.13
2017Detailed filing. Detailed filing data is available for this year.$58.2$9.52$48.7$5.84$6.50$0.66
2016Detailed filing. Detailed filing data is available for this year.$53.5$7.62$45.8$5.33$6.57$1.24
2015Detailed filing. Detailed filing data is available for this year.$54.3$6.17$48.2$12.7$6.76$5.92
2014Detailed filing. Detailed filing data is available for this year.$61.1$15.7$45.4$7.48$6.84$0.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.0$13.2$41.8$6.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.1$12.5$39.6$7.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.4$11.3$41.2$7.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.2$10.8$35.4$5.88