Civic Intelligence

The Uli Foundation

990 • Fiscal year 2023 • EIN 23-7133957

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 17, 2024

Organization ProfileFOUNDATION.ULI.ORG
2001 L Street NW Suite 200Washington, DC 20036

(202) 624-7000

Siviq Scores

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

Liabilities / Assets

30th percentile

0.09x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.58x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$1,047,210

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

55th percentile

7.5%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$88,699,612

Up $6,190,683 (+7.5%) from 2022

Net Assets

Up

$80,277,433

Up $6,501,201 (+8.8%) from 2022

Liabilities

Down

$8,422,179

Down $310,518 (-3.6%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin74th percentile

Revenue

Down

$14,443,685

Down $10,532,625 (-42%) from 2022

Expenses

Up

$12,296,509

Up $690,496 (+5.9%) from 2022

Net Income

Down

$2,147,176

Down $11,223,121 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$88,699,612
Liabilities$8,422,179
Net Assets$80,277,433
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$14,443,685
Expenses$12,296,509
Net Income$2,147,176
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 17, 2024
Return Version
2022v5.0
Gross Receipts
$45,661,842
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$49,873,373$54,472,633▲ $4,599,260
Pledges and Grants Receivable$25,010,434$26,946,395▲ $1,935,961
Investments in Publicly Traded Securities$6,264,457$5,283,379▼ $981,078
Savings and Temporary Cash Investments$1,360,648$1,966,824▲ $606,176
Land, Buildings, and Equipment, Net$0$30,381▲ $30,381
Total Assets$82,508,929$88,699,612▲ $6,190,683
Other Assets Total$17$0▼ $17
Liabilities
Other Liabilities$8,732,697$8,422,179▼ $310,518
Total Liabilities$8,732,697$8,422,179▼ $310,518
Net Assets / Fund Balance
Net Assets With Donor Restrictions$58,890,806$65,819,633▲ $6,928,827
Net Assets Without Donor Restrictions$14,885,426$14,457,800▼ $427,626
Total Net Assets Fund Balance$73,776,232$80,277,433▲ $6,501,201
Total Liabilities and Net Assets / Fund Balance$82,508,929$88,699,612▲ $6,190,683

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,381$6,054$36,435
Closely Held Equity Interests$54,472,633--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$62,291,556$12,546,819▲ $2,657,265$8,309,752$69,185,888
2021$53,327,888$19,020,751▼ $2,083,817$7,973,266$62,291,556
2020$41,392,039$11,909,105▲ $7,941,369$7,914,625$53,327,888
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
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Faron HillChairman
Jim KlingbeilChairman Emeritus
Peter BallonUli Global Chair
Tyler HigginsUlif Annual Fund Chair
Douglas AbbeyUlif Campaign Co-chair
Janice PeriquetPresident
William Edward WalterGlobal CEO Until 11/18/2022
Banjamin ChaMember
Bruce EtkinMember
Christian SchedeMember
Franz Colloredo-mansfeldMember
Hilary J SpannMember
Mark GibsonMember
Ngee Huat SeekMember
Mary HagerTreasurer
Ron PressmanUli Global CEO

Highest Paid Contractors

ContractorServicesLocationCompensation
NepcInvestment Consulting Services255 STATE STREET, Boston, MA 02109$188,425
Revenue and Support

Revenue Composition

Contributions and Grants
$14,394,677
Program Service Revenue
$0
Investment Income
$49,008
Other Revenue
$0
All Other Contributions
$12,834,348
Change in Net Assets
$2,147,176

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 Traded5$178,655Fair Market Value (FMV)
Total Noncash Contributions5$178,655-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,116,409
Revenue Not Reported on Financial Statements
$327,276
Revenue Not Reported on Form 990
$4,354,025
Other Revenue Adjustments
$60,435
Total Revenue per Audited Statements
$18,470,434
Total Revenue per Form 990
$14,443,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,469,212
Other Expenses$1,827,297
Total Fundraising Expense$1,132,695
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,408,777--$10,408,777
Fees for Service Investment Mgmnt Fees-$266,841-$266,841
Travel-$6,262$139,443$145,705
Fees for Services Other-$108,986$23,586$132,572
Conferences and Meetings-$42,811$75,449$118,260
Grants to Domestic Individuals$60,435--$60,435
Office Expenses-$17,584$32,859$50,443
Fees for Services Accounting-$41,807-$41,807
Advertising-$8,295$10,864$19,159
Depreciation Depletion-$6,054-$6,054
Other Expenses-$11,154$4,791$4,791
Total Functional Expenses$10,469,212$694,602$1,132,695$12,296,509

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,296,509
Expenses per Audited Statements$12,029,668
Total Expenses per Audited Statements$11,969,233
Expenses Not Reported on Financial Statements$266,841
Expenses Not Reported on Form 990$-60,435
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Urban Land InstituteWashington, DC501(c)(3)Support of Charitable Activities$10,408,777

International Summary

Offices
0
Employees
0
Spending
$10,934,862

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
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$10,934,862
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$7,748,971
Refundable Advances$633,208
Other Liabilities$40,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 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 SUITE 200, WASHINGTON, DC 20036
Doing Business As
Ulif Ulf Uli Foundation

Signing Officer

Name
Leo Gonzalez
Title
Co-interim Managing Director
Phone
2026247000
Signed
2024-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leo Gonzalez
Formed
1970
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
50

Preparer

Firm
Rsm US Llp
Address
151 WEST 42ND STREET 19TH FLOOR, NEW YORK, NY 10036
Preparer
Kristin Anderson
Phone
2123721000
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, 2023 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 XI, LINE 4B - OTHER ADJUSTMENTS:

“Passthrough grant from uli reported in part viii, line 1d 60,435.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Passthrough grant from uli reclassed to revenue -60,435.”

Raw XML AppendixShowing 400 of 715 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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/AdvertisingGrp/FundraisingAmt010864
IRS990/AdvertisingGrp/ManagementAndGeneralAmt08295
IRS990/AdvertisingGrp/TotalAmt019159
IRS990/AllOtherContributionsAmt012834348
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEO GONZALEZ CFO
IRS990/BooksInCareOfDetail/PhoneNum02026247000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 L STREET NW SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020036
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt075449
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt042811
IRS990/ConferencesMeetingsGrp/TotalAmt0118260
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0188425
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0255 STATE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002109
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NEPC
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT CONSULTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014394677
IRS990/CYGrantsAndSimilarPaidAmt010469212
IRS990/CYInvestmentIncomeAmt049008
IRS990/CYOtherExpensesAmt01827297
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02147176
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012296509
IRS990/CYTotalFundraisingExpenseAmt01132695
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014443685
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06054
IRS990/DepreciationDepletionGrp/TotalAmt06054
IRS990/Desc0PRIMARILY GRANTS TO THE URBAN LAND INSTITUTE:SUPPORTS RESEARCH AND EDUCATION ACTIVITIES OF THE INSTITUTE - A RELATED ORGANIZATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ULIF ULF ULI FOUNDATION
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt058890806
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt065819633
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt010469212
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041807
IRS990/FeesForServicesAccountingGrp/TotalAmt041807
IRS990/FeesForServicesOtherGrp/FundraisingAmt023586
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0108986
IRS990/FeesForServicesOtherGrp/TotalAmt0132572
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0266841
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0266841
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt036.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt336.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1538.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt08542
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1432870
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1535248
IRS990/Form990PartVIISectionAGrp/PersonNm0RON PRESSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1FARON HILL
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM KLINGBEIL
IRS990/Form990PartVIISectionAGrp/PersonNm3PETER BALLON
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS ABBEY
IRS990/Form990PartVIISectionAGrp/PersonNm5TYLER HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY HAGER
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE ETKIN
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANZ COLLOREDO-MANSFELD
IRS990/Form990PartVIISectionAGrp/PersonNm9HILARY J SPANN
IRS990/Form990PartVIISectionAGrp/PersonNm10NGEE HUAT SEEK
IRS990/Form990PartVIISectionAGrp/PersonNm11BANJAMIN CHA
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTIAN SCHEDE
IRS990/Form990PartVIISectionAGrp/PersonNm13MARK GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM EDWARD WALTER
IRS990/Form990PartVIISectionAGrp/PersonNm15JANICE PERIQUET
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0198105
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt141014340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15359973
IRS990/Form990PartVIISectionAGrp/TitleTxt0ULI GLOBAL CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt3ULI GLOBAL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4ULIF CAMPAIGN CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5ULIF ANNUAL FUND CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14GLOBAL CEO UNTIL 11/18/2022
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-292967
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt010469212
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt060435
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt060435
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010408777
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010408777
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030925190
IRS990/GrossReceiptsAmt045661842
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0341934
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0341975
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt041
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt049873373
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt054472633
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06264457
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05283379
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06054
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030381
IRS990/LandBldgEquipCostOrOtherBssAmt036435
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt031218157
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/NetAssetsOrFundBalancesBOYAmt073776232
IRS990/NetAssetsOrFundBalancesEOYAmt080277433
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-292967
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-292967
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04354025
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014885426
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014457800
IRS990/NoncashContributionsAmt0178655
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt032859
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017584
IRS990/OfficeExpensesGrp/TotalAmt050443
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ULI SERVICES
IRS990/OtherExpensesGrp/Desc1MEMBER RECOGNITION
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0835263
IRS990/OtherExpensesGrp/FundraisingAmt110440
IRS990/OtherExpensesGrp/FundraisingAmt24791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0184808
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111154
IRS990/OtherExpensesGrp/TotalAmt01020071
IRS990/OtherExpensesGrp/TotalAmt121594
IRS990/OtherExpensesGrp/TotalAmt24791
IRS990/OtherLiabilitiesGrp/BOYAmt08732697
IRS990/OtherLiabilitiesGrp/EOYAmt08422179
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025010434
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt026946395
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LEO GONZALEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022916762
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09656023
IRS990/PYInvestmentIncomeAmt02059548
IRS990/PYOtherExpensesAmt01949990
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt013370297
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011606013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024976310
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02147176
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01560329
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01360648
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01966824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014394677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022916762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011945338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08777024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06857453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt064891254
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0341934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01087261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0706855
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0527003
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0547049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03210102
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56240
IRS990ScheduleA/PublicSupportPY170Pct00.58130
IRS990ScheduleA/PublicSupportTotal170Amt038299531
IRS990ScheduleA/SubstantialContributorsTotAmt026591723
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014394677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022916762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011945338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08777024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06857453
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt064891254
IRS990ScheduleA/TotalSupportAmt068103711
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt02355
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt02355
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04870
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt054472633
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt062291556
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012546819
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt069185888
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02657265
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt08309752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt053327888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt019020751
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt062291556
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2083817
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt07973266
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt041392039
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011909105
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt053327888
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07941369
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt07914625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt041465610
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07551664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt041392039
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0100963
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt07726198
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt041172301
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06843419
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt041465610
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01018963
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt07569073
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-60435
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0266841
IRS990ScheduleD/ExpensesSubtotalAmt012029668
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0266841

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,699,612
Liabilities
$8,422,179
Net assets
$80,277,433
Revenue
$14,443,685
Expenses
$12,296,509
Net income
$2,147,176
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
2023Detailed filing. Detailed filing data is available for this year.$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