Civic Intelligence

The Uli Foundation

990 • Fiscal year 2016 • EIN 23-7133957

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 02, 2017

Organization ProfileWWW.ULI.ORG
2001 L Street NW No 200Washington, DC 20036

(202) 624-7000

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.14x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

1.43x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

10th percentile

-23%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$739,649

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

31st percentile

-1.6%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$53,464,103

Down $867,798 (-1.6%) from 2015

Net Assets

Down

$45,841,964

Down $2,323,377 (-4.8%) from 2015

Liabilities

Up

$7,622,139

Up $1,455,579 (+24%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin10th percentile

Revenue

Down

$5,329,539

Down $7,356,776 (-58%) from 2015

Expenses

Down

$6,566,446

Down $195,163 (-2.9%) from 2015

Net Income

Down

-$1,236,907

Down $7,161,613 (-121%) from 2015

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

2016

Assets$53,464,103
Liabilities$7,622,139
Net Assets$45,841,964
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

2016

Revenue$5,329,539
Expenses$6,566,446
Net Income-$1,236,907
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Gross Receipts
$18,739,334
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$29,169,363$29,688,886▲ $519,523
Pledges and Grants Receivable$15,551,725$15,540,825▼ $10,900
Investments in Publicly Traded Securities$8,345,264$6,478,735▼ $1,866,529
Savings and Temporary Cash Investments$1,235,187$1,739,983▲ $504,796
Land, Buildings, and Equipment, Net$5,878$0▼ $5,878
Total Assets$54,331,901$53,464,103▼ $867,798
Other Assets Total$24,484$15,674▼ $8,810
Liabilities
Other Liabilities$6,166,560$7,622,139▲ $1,455,579
Total Liabilities$6,166,560$7,622,139▲ $1,455,579
Net Assets / Fund Balance
Temporarily Rstr Net Assets$32,046,380$30,504,022▼ $1,542,358
Permanently Rstr Net Assets$8,537,617$8,522,429▼ $15,188
Unrestricted Net Assets$7,581,344$6,815,513▼ $765,831
Total Net Assets Fund Balance$48,165,341$45,841,964▼ $2,323,377
Total Liabilities and Net Assets / Fund Balance$54,331,901$53,464,103▼ $867,798

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$17,633$17,633
Other Securities$6,754,614--
Closely Held Equity Interests$8,300,597--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$41,120,812$3,927,741▼ $214,744$5,309,763$39,524,046
2014$37,889,741$11,497,745▼ $86,579$8,180,095$41,120,812
2013$36,251,136$3,394,294▲ $3,655,004$5,410,693$37,889,741
2012$36,179,361$2,696,745▲ $2,428,066$5,053,036$36,251,136
2011$37,626,849$3,720,751▲ $139,587$5,307,826$36,179,361
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Michael HaydeAnnual Fund Chair
Jeff StackChairman
Michael SpiesEurope Charitable Trust Chairman
Randall RoweUli Chairman
James KlingbellUlif Chairman Emeritus
Kathleen CareyPresident From 04/01/16
Steve NavarroUli Board of Directors Member
Jim RatnerAt-large
John HagestadAt-large
Melinda MassonAt-large
Mike FascitelliAt-large
Steve QuazzoAt-large
Greg VogelAt-large - Secretary
Cia Buckley MarakovitsTreasurer
Patrick PhillipsUli CEO
Revenue and Support

Revenue Composition

Contributions and Grants
$4,480,352
Program Service Revenue
$0
Investment Income
$849,187
Other Revenue
$0
All Other Contributions
$3,385,941
Change in Net Assets
$-1,236,907

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1,248$98,035Fair Market Value (FMV)
Total Noncash Contributions1,248$98,035-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,329,539
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,086,470
Total Revenue per Audited Statements
$4,243,069
Total Revenue per Form 990
$5,329,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,822,668
Other Expenses$743,778
Total Fundraising Expense$485,859
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,773,855--$5,773,855
Conferences and Meetings-$20,631$104,400$125,031
Grants to Domestic Individuals$48,813--$48,813
Travel-$11,704$28,615$40,319
Fees for Services Other-$4,769$32,109$36,878
Fees for Services Accounting-$31,500-$31,500
Office Expenses-$5,636$21,266$26,902
All Other Expenses-$8,028$384$8,412
Depreciation Depletion-$5,878-$5,878
Other Expenses-$4,524$29$4,553
Total Functional Expenses$5,822,668$257,919$485,859$6,566,446

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,566,446
Total Expenses per Audited Statements$6,566,446
Total Expenses per Form 990$6,566,446
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Urban Land InstituteWashington, DC501(c)(3)Support of Charitable Activities$5,773,855
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
Due to the Urban Land Institute$7,607,139
Refundable Advances$15,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Process for making the final 990 available to the voting members of the governing body prior to its being filed with the irs - auditors will review the 990 with the audit committee - the final 990 will be housed in a secure area of the uli website. - notice of the location of the 990 will be emailed to member of the board of directors and they will be advised that they have two weeks in which to review and provide any comments to uli management.”

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

“On an annual basis the trustees are sent a communication requesting that they identify any relationships defined as a conflict. Responses are submitted to the global governance officer.”

Form 990, Part VI, Section C, Line 19

“Uli foundation does not make its governing documents nor its conflict of interest policy, available to the general public as federal tax law does not require that such documents be made publicly available. The audited financials are available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
The Uli Foundation
EIN
23-7133957
Phone
2026247000
Address
2001 L STREET NW NO 200, WASHINGTON, DC 20036
Doing Business As
Ulif Uli Foundation Ulf

Signing Officer

Name
Patrick L Phillips
Title
CEO
Phone
2026247000
Signed
2017-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick L Phillips
Formed
1970
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
51

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878-7340
Preparer
William E Turco CPA
Phone
3012963600
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

“The uli foundation is awaiting additional information in order to timely file a complete and accurate form 990-t by the extended deadline of may 15, 2016.”

Financial Statement Notes

PART V, LINE 4:

“Board 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. Permanently restricted net assets at june 30, 2016 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. Temporarily restricted net assets are funds restricted for specified uli programs.”

PART X, LINE 2:

“Ulif 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, 2016 and 2015. Ulif is not aware of any uncertain tax positions and therefore, no tax liabilities have been recorded at june 30, 2016 and 2015. Generally, ulif is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities before 2013.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1ULIF CHAIRMAN EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt2ULI CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT-LARGE - SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt7EUROPE CHARITABLE TRUST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ULI CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT FROM 04/01/16
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IRS990/MissionDesc0THE 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.
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IRS990/PrincipalOfficerNm0PATRICK L PHILLIPS
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,464,103
Liabilities
$7,622,139
Net assets
$45,841,964
Revenue
$5,329,539
Expenses
$6,566,446
Net income
-$1,236,907
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