Civic Intelligence

The Uli Foundation

990 • Fiscal year 2020 • EIN 23-7133957

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 11, 2021

Organization ProfileFOUNDATION.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

33rd percentile

0.13x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.72x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$1,017,864

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

11th percentile

-4.8%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

27%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$58,134,153

Down $2,951,213 (-4.8%) from 2019

Net Assets

Up

$50,740,846

Up $586,270 (+1.2%) from 2019

Liabilities

Down

$7,393,307

Down $3,537,483 (-32%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin70th percentile

Revenue

Up

$10,283,468

Up $2,181,993 (+27%) from 2019

Expenses

Up

$8,970,704

Up $656,309 (+7.9%) from 2019

Net Income

Up

$1,312,764

Up $1,525,684 (+717%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2020

Assets$58,134,153
Liabilities$7,393,307
Net Assets$50,740,846
Open 2020 Filing

Operations Trend

Revenue Growth84th 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

2020

Revenue$10,283,468
Expenses$8,970,704
Net Income$1,312,764
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 11, 2021
Return Version
2019v5.2
Gross Receipts
$21,786,506
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$33,958,959$37,831,584▲ $3,872,625
Pledges and Grants Receivable$15,075,628$13,183,614▼ $1,892,014
Investments in Publicly Traded Securities$9,366,542$6,242,570▼ $3,123,972
Savings and Temporary Cash Investments$2,672,275$867,855▼ $1,804,420
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$61,085,366$58,134,153▼ $2,951,213
Other Assets Total$11,962$8,530▼ $3,432
Liabilities
Other Liabilities$10,930,790$7,393,307▼ $3,537,483
Total Liabilities$10,930,790$7,393,307▼ $3,537,483
Net Assets / Fund Balance
Net Assets With Donor Restrictions$41,425,610$41,352,039▼ $73,571
Net Assets Without Donor Restrictions$8,728,966$9,388,807▲ $659,841
Total Net Assets Fund Balance$50,154,576$50,740,846▲ $586,270
Total Liabilities and Net Assets / Fund Balance$61,085,366$58,134,153▼ $2,951,213

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$17,633$17,633
Other Securities$3,059,819--
Closely Held Equity Interests$30,348,588--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$41,465,610$7,551,664▲ $100,963$7,726,198$41,392,039
2018$41,172,301$6,843,419▲ $1,018,963$7,569,073$41,465,610
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
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Steve ConleyAnnual Fund Chairman
Douglas AbbeyChairman
James KlingbeilChairman Emeritus
Andy MartinEurope Charitable Trust Chairman
Owen ThomasUli Global Chairman
Connie MooreUli Global Board of Directors Member
Bruce EtkinsAt-large
Geoffrey StackAt-large
Jeffrey SwopeAt-large
John HealyAt-large
Mike FascitelliAt-large
Steve QuazzoAt-large
Tom ToomeyAt-large
Phillip HorneChief Advancement Officer
Greg VogelSecretary
Ralph RosenbergTreasurer
William Edward WalterUli Global CEO
Revenue and Support

Revenue Composition

Contributions and Grants
$8,777,024
Program Service Revenue
$0
Investment Income
$1,506,444
Other Revenue
$0
All Other Contributions
$8,777,024
Change in Net Assets
$1,312,764

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 Traded9,603$460,142Fair Market Value (FMV)
Total Noncash Contributions9,603$460,142-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,304,027
Revenue Not Reported on Financial Statements
$979,441
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$979,441
Total Revenue per Audited Statements
$9,304,027
Total Revenue per Form 990
$10,283,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,631,727
Other Expenses$1,338,977
Total Fundraising Expense$793,194
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,588,034--$7,588,034
Fees for Services Other-$12,561$223,236$235,797
Fees for Services Accounting-$47,000-$47,000
Grants to Domestic Individuals$43,693--$43,693
Office Expenses-$6,196$15,939$22,135
Conferences and Meetings-$8,873$1,814$10,687
Other Expenses-$19,277$10,000$10,000
Travel-$1,761$6,506$8,267
Total Functional Expenses$7,631,727$545,783$793,194$8,970,704

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,970,704
Total Expenses per Audited Statements$8,970,704
Total Expenses per Form 990$8,970,704
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$7,588,034

International Summary

Offices
0
Employees
0
Spending
$9,126,471

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
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestment-00$9,126,471
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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$5,574,809
Refundable Advances$1,818,498
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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
2021-02-11
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Rsm US Llp
Address
9801 WASHINGTONIAN BLVD STE 500, 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, 2020 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, 2020 and 2019. Ulif is not aware of any uncertain tax positions and therefore, no tax liabilities have been recorded at june 30, 2020 and 2019. Generally, ulif is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities before 2017.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Realized gain on invesment reported in part viii line 7c 979,441.”

Raw XML AppendixShowing 400 of 732 raw XML fields

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/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10AT-LARGE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14AT-LARGE
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IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF ADVANCEMENT OFFICER
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IRS990/MinutesOfCommitteesInd01
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06196
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IRS990/OtherExpensesGrp/FundraisingAmt123508
IRS990/OtherExpensesGrp/FundraisingAmt210000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0450115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119277
IRS990/OtherExpensesGrp/TotalAmt0962306
IRS990/OtherExpensesGrp/TotalAmt142785
IRS990/OtherExpensesGrp/TotalAmt210000
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IRS990/OtherLiabilitiesGrp/EOYAmt07393307
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt013183614
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM EDWARD WALTER
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06857453
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IRS990/PYTotalProfFndrsngExpnsAmt0129420
IRS990/PYTotalRevenueAmt08101475
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01312764
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0867855
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07655554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04743365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04480352
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0527003
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0614145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0566953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0855551
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt069500
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IRS990ScheduleA/SubstantialContributorsTotAmt05978195
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06857453
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11818498
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,134,153
Liabilities
$7,393,307
Net assets
$50,740,846
Revenue
$10,283,468
Expenses
$8,970,704
Net income
$1,312,764
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
2020Detailed filing. Detailed filing data is available for this year.$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