Civic Intelligence

The Uli Foundation

990 • Fiscal year 2018 • EIN 23-7133957

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

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

37th percentile

0.17x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.98x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$825,226

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

77%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$60,084,660

Up $1,875,098 (+3.2%) from 2017

Net Assets

Up

$49,921,059

Up $1,236,025 (+2.5%) from 2017

Liabilities

Up

$10,163,601

Up $639,073 (+6.7%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin67th percentile

Revenue

Up

$10,358,135

Up $4,522,454 (+77%) from 2017

Expenses

Up

$9,229,009

Up $2,730,644 (+42%) from 2017

Net Income

Up

$1,129,126

Up $1,791,810 (+270%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2018

Assets$60,084,660
Liabilities$10,163,601
Net Assets$49,921,059
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$10,358,135
Expenses$9,229,009
Net Income$1,129,126
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$10,652,767
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$34,579,859$35,630,782▲ $1,050,923
Pledges and Grants Receivable$15,495,938$15,756,187▲ $260,249
Investments in Publicly Traded Securities$6,429,525$6,511,559▲ $82,034
Savings and Temporary Cash Investments$1,685,814$2,167,744▲ $481,930
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$58,209,562$60,084,660▲ $1,875,098
Other Assets Total$18,426$18,388▼ $38
Liabilities
Other Liabilities$9,524,528$10,163,601▲ $639,073
Total Liabilities$9,524,528$10,163,601▲ $639,073
Net Assets / Fund Balance
Temporarily Rstr Net Assets$31,665,724$32,449,005▲ $783,281
Unrestricted Net Assets$8,418,604$8,789,823▲ $371,219
Permanently Rstr Net Assets$8,600,706$8,682,231▲ $81,525
Total Net Assets Fund Balance$48,685,034$49,921,059▲ $1,236,025
Total Liabilities and Net Assets / Fund Balance$58,209,562$60,084,660▲ $1,875,098

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$17,633$17,633
Other Securities$7,738,703--
Closely Held Equity Interests$23,813,851--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$40,613,204$6,723,584▲ $1,765,522$7,930,009$41,172,301
2016$39,524,046$4,099,279▲ $2,829,308$5,839,429$40,613,204
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
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Thomas W ToomeyUli Global Chairman
Kathleen CareyPresident
Andy MartinAt-large
Connie MooreAt-large
Douglas AbbeyAt-large
Jeffrey SwopeAt-large
Jim KlingbeilAt-large
John HealyAt-large
Michael FascitelliAt-large
Owen ThomasAt-large
Patrick CallahanAt-large
Stephen ConleyAt-large
Steve QuazzoChariman
Greg VogelSecretary
Cia Buckley MarakovitsTreasurer
Patrick PhillipsUli CEO Thru 01/2018
W Edward WalterUli Global CEO Since 06/2018

Highest Paid Contractors

ContractorServicesLocationCompensation
Grenzebach Glier & AssocFundraising Consultant200 SOUTH MICHIGAN AVE STE 2100, Chicago, IL 60604$139,018
Revenue and Support

Revenue Composition

Contributions and Grants
$7,655,554
Program Service Revenue
$0
Investment Income
$2,927,713
Other Revenue
$-225,132
All Other Contributions
$5,990,099
Change in Net Assets
$1,129,126

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 Traded7,466$425,098Fair Market Value (FMV)
Total Noncash Contributions7,466$425,098-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,652,767
Revenue Not Reported on Financial Statements
$-294,632
Revenue Not Reported on Form 990
$106,899
Other Revenue Adjustments
$-294,632
Total Revenue per Audited Statements
$10,759,666
Total Revenue per Form 990
$10,358,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,125,030
Other Expenses$964,961
Total Fundraising Expense$573,281
Professional Fundraising Fees$139,018
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,072,795--$8,072,795
Fees for Services Professional Fundraising--$139,018$139,018
Travel-$51,825$8,963$60,788
Grants to Domestic Individuals$52,235--$52,235
Conferences and Meetings-$22,556$26,181$48,737
Fees for Services Accounting-$39,095-$39,095
All Other Expenses-$15,065$22,352$37,417
Fees for Services Other-$13,998$4,637$18,635
Office Expenses-$5,913$8,605$14,518
Other Expenses-$9,993$34,538$9,993
Total Functional Expenses$8,125,030$530,698$573,281$9,229,009

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,523,641
Expenses per Audited Statements$9,229,009
Total Expenses per Form 990$9,229,009
Expenses Not Reported on Form 990$294,632
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Urban Land InstituteWashington, DC501(c)(3)Support of Charitable Activities$8,072,795

International Summary

Offices
0
Employees
0
Spending
$4,220,230

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestment-00$4,220,230
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$294,632
Professional Fundraising Fees$139,018
Fundraising Gross Income$69,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$821,300$69,500$155,592$-86,092
Total Events$821,300$69,500$294,632$-225,132
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$9,245,149
Refundable Advances$918,452
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 11B

“Process for making the final 990 available to the voting members of the governing body prior to its being filed with the irs: - external auditors review the form 990 with the audit committee - the final form 990 is housed in a secure area of the ulf website. - notice of the location of the form 990 is emailed to members of the board of directors and they are 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. Responds are submitted to the cfo.”

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
William Edward Walter
Title
Uli Global CEO
Phone
2026247000
Signed
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Edward Walter
Formed
1970
Legal Domicile
Dc
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
50

Preparer

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

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, 2018 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, 2018 and 2017. Ulif is not aware of any uncertain tax positions and therefore, no tax liabilities have been recorded at june 30, 2018 and 2017. Generally, ulif is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities before 2015.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Gala expenses reported in part viii, line 8b -294,632.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Gala expenses reported in part viii, line 8b 294,632.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHARIMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1ULI GLOBAL CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ULI GLOBAL CEO SINCE 06/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt15ULI CEO THRU 01/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
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IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0751800
IRS990/FundraisingDirectExpensesAmt0294632
IRS990/FundraisingGrossIncomeAmt069500
IRS990/GainOrLossGrp/SecuritiesAmt02313568
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08072795
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08072795
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt010652767
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IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt035630782
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt048685034
IRS990/NetAssetsOrFundBalancesEOYAmt049921059
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02313568
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02313568
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-225132
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-225132
IRS990/NetUnrelatedBusTxblIncmAmt0-156
IRS990/NetUnrlzdGainsLossesInvstAmt0106899
IRS990/NoncashContributionsAmt0425098
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt08605
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05913
IRS990/OfficeExpensesGrp/TotalAmt014518
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt018426
IRS990/OtherAssetsTotalGrp/EOYAmt018388
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ULI SERVICES
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt0286487
IRS990/OtherExpensesGrp/FundraisingAmt142500
IRS990/OtherExpensesGrp/FundraisingAmt234538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0372253
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19993
IRS990/OtherExpensesGrp/TotalAmt0658740
IRS990/OtherExpensesGrp/TotalAmt142500
IRS990/OtherExpensesGrp/TotalAmt234538
IRS990/OtherExpensesGrp/TotalAmt39993
IRS990/OtherLiabilitiesGrp/BOYAmt09524528
IRS990/OtherLiabilitiesGrp/EOYAmt010163601
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08600706
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt08682231
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015495938
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015756187
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM EDWARD WALTER
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04743365
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05320731
IRS990/PYInvestmentIncomeAmt01092316
IRS990/PYOtherExpensesAmt01177634
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-662684
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06498365
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05835681
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01129126
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0913655
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01685814
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02167744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07655554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04743365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04480352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09522097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04225683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030627051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0614145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0566953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0855551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0660662
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0693251
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03390562
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt069500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62840
IRS990ScheduleA/PublicSupportPY170Pct00.60620
IRS990ScheduleA/PublicSupportTotal170Amt021375150
IRS990ScheduleA/SubstantialContributorsTotAmt09251901
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07655554
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04743365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04480352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09522097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04225683
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030627051
IRS990ScheduleA/TotalSupportAmt034017613
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00100
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03927741
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt041120812
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-86579
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03394294
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt037889741
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03655004
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IRS990ScheduleD/ExpensesSubtotalAmt09229009
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IRS990ScheduleD/OtherExpensesIncludedAmt0294632
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017633
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017633

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,084,660
Liabilities
$10,163,601
Net assets
$49,921,059
Revenue
$10,358,135
Expenses
$9,229,009
Net income
$1,129,126
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
2018Detailed filing. Detailed filing data is available for this year.$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