Civic Intelligence

The Uai Foundation

EIN 26-1159753 • Research Triangle Park, NC

PO Box 13628Research Triangle Park, NC 27709-3628
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-98%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

20th percentile

-5.5%

Faster asset growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-1.7%

Faster revenue growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,137,238

Down $166,856 (-7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,137,238

Down $166,856 (-7.2%) from 2023

Revenue

Down

$99,746

Down $55,331 (-36%) from 2023

Expenses

Up

$266,602

Up $3,641 (+1.4%) from 2023

Net Income

Down

-$166,856

Down $58,972 (-55%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2020: $2,667,581Liabilities 2020: $0Net Assets 2020: $2,667,5812020Assets 2021: $2,553,566Liabilities 2021: $0Net Assets 2021: $2,553,5662021Assets 2022: $2,411,977Liabilities 2022: $0Net Assets 2022: $2,411,9772022Assets 2023: $2,304,094Liabilities 2023: $0Net Assets 2023: $2,304,0942023Assets 2024: $2,137,238Liabilities 2024: $0Net Assets 2024: $2,137,2382024

Highlighted filing

2024

Assets$2,137,238
Liabilities$0
Net Assets$2,137,238

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2020: $126,149Expenses 2020: $257,210Net Income 2020: -$131,0612020Revenue 2021: $146,249Expenses 2021: $260,264Net Income 2021: -$114,0152021Revenue 2022: $143,752Expenses 2022: $285,341Net Income 2022: -$141,5892022Revenue 2023: $155,077Expenses 2023: $262,961Net Income 2023: -$107,8842023Revenue 2024: $99,746Expenses 2024: $266,602Net Income 2024: -$166,8562024

Highlighted filing

2024

Revenue$99,746
Expenses$266,602
Net Income-$166,856

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Feb 19, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN F MAIERPresidentPT$0--
BARBARA J LEWISSecretary/Treasurer-$0--
LAURA L MAIERVice President-$0--
MARK E FRIEDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Uai Foundation
EIN
26-1159753
Phone
9193142850
Address
PO BOX 13628, RESEARCH TRIANGLE PARK, NC 27709-3628

Signing Officer

Name
Barbara J Lewis
Title
Officer
Phone
9195419339
Signed
2025-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Dmjps Pllc
Address
3211 SHANNON ROAD SUITE 200, DURHAM, NC 27707
Preparer
Jeff Marko CPA
Phone
9194893393
Raw XML Appendix331 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0209812
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0209812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt066513
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt066513
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0193130
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050883
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040188
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0259643
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0219455
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PASSTHROUGH EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02737
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02737
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15236
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt115415
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PASSTHROUGH INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06761
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt115415
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06761
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt115415
TaxesSchedule/TaxesDetail/Amt01827
TaxesSchedule/TaxesDetail/Amt11580
TaxesSchedule/TaxesDetail/Amt2222
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11580
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2222
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA J LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195419339
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UAI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UAIF
ReturnHeader/Filer/EIN0261159753
ReturnHeader/Filer/PhoneNum09193142850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13628
ReturnHeader/Filer/USAddress/CityNm0RESEARCH TRIANGLE PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0277093628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560570567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DMJPS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03211 SHANNON ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027707
ReturnHeader/PreparerPersonGrp/PhoneNum09194893393
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF MARKO CPA
ReturnHeader/ReturnTs02025-03-05T15:55:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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