Civic Intelligence

The Uai Foundation

990PF • Fiscal year 2021 • EIN 26-1159753

Dec 01, 2020 to Nov 30, 2021 • Filed on Jun 29, 2022

Organization Profile
PO Box 13628Research Triangle Park, NC 27709

(919) 541-9339

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

16th percentile

-78%

Higher net margin than 16% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

19th percentile

-4.3%

Faster asset growth than 19% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

16%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$2,553,566

Down $114,015 (-4.3%) from 2020

Net Assets

Down

$2,553,566

Down $114,015 (-4.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin16th percentile

Revenue

Up

$146,249

Up $20,100 (+16%) from 2020

Expenses

Up

$260,264

Up $3,054 (+1.2%) from 2020

Net Income

Up

-$114,015

Up $17,046 (+13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$2,553,566
Liabilities$0
Net Assets$2,553,566
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$146,249
Expenses$260,264
Net Income-$114,015
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Jun 29, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

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
9195419339
Address
PO BOX 13628, RESEARCH TRIANGLE PARK, NC 27709

Signing Officer

Name
Barbara J Lewis
Title
Officer
Phone
9195419339
Signed
2022-06-29
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 Appendix343 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0236945
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt050883
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050883
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012313
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250000
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04855
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04855
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt023618
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt023618
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt11559
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11559
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA J LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195419339
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UAI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UAIF
ReturnHeader/Filer/EIN0261159753
ReturnHeader/Filer/PhoneNum09195419339
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13628
ReturnHeader/Filer/USAddress/CityNm0RESEARCH TRIANGLE PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027709
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/PreparerPersonNm0JEFF MARKO CPA
ReturnHeader/ReturnTs02022-07-01T12:22:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEWIS
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,553,566
Liabilities
$0
Net assets
$2,553,566
Revenue
$146,249
Expenses
$260,264
Net income
-$114,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.10$0.27$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.16$0.26$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.14$0.29$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.15$0.26$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.13$0.26$0.13