Civic Intelligence

Ulu Foundation

990EZ • Fiscal year 2019 • EIN 27-1629617

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

C/O 46-005 Kawa Street Suite 308Kaneohe, HI 96744

(808) 756-9931

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$92,887

Down $20,638 (-18%) from 2018

Net Assets

Down

$92,845

Down $20,451 (-18%) from 2018

Liabilities

Down

$42

Down $187 (-82%) from 2018

Revenue

Up

$78,396

Up $8,148 (+12%) from 2018

Expenses

Down

$96,989

Down $15,010 (-13%) from 2018

Net Income

Up

-$18,593

Up $23,158 (+55%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2011: $117,832Net Assets 2011: $117,8322011Assets 2012: $53,119Net Assets 2012: $53,1192012Assets 2013: $145,527Liabilities 2013: $6,648Net Assets 2013: $138,8792013Assets 2014: $185,257Liabilities 2014: $0Net Assets 2014: $185,2572014Assets 2015: $196,052Liabilities 2015: -$1,905Net Assets 2015: $197,9572015Assets 2016: $134,510Liabilities 2016: $54Net Assets 2016: $134,4562016Assets 2017: $154,572Liabilities 2017: $0Net Assets 2017: $154,5722017Assets 2018: $113,525Liabilities 2018: $229Net Assets 2018: $113,2962018Assets 2019: $92,887Liabilities 2019: $42Net Assets 2019: $92,8452019Assets 2020: $84,241Net Assets 2020: $84,2412020Assets 2021: $53,993Net Assets 2021: $53,9932021Assets 2022: $22,041Net Assets 2022: $22,0412022Assets 2023: $716Net Assets 2023: $7162023

Highlighted filing

2019

Assets$92,887
Liabilities$42
Net Assets$92,845

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $141,688Expenses 2011: $24,456Net Income 2011: $117,2322011Revenue 2012: $110,000Expenses 2012: $174,713Net Income 2012: -$64,7132012Revenue 2013: $355,087Expenses 2013: $269,327Net Income 2013: $85,7602013Revenue 2014: $252,869Expenses 2014: $206,491Net Income 2014: $46,3782014Revenue 2015: $178,333Expenses 2015: $172,281Net Income 2015: $6,0522015Revenue 2016: $139,221Expenses 2016: $202,722Net Income 2016: -$63,5012016Revenue 2017: $150,475Expenses 2017: $130,359Net Income 2017: $20,1162017Revenue 2018: $70,248Expenses 2018: $111,999Net Income 2018: -$41,7512018Revenue 2019: $78,396Expenses 2019: $96,989Net Income 2019: -$18,5932019Revenue 2020: $40,180Expenses 2020: $48,784Net Income 2020: -$8,6042020Revenue 2021: $19,472Expenses 2021: $51,221Net Income 2021: -$31,7492021Expenses 2022: $31,9522022Revenue 2023: $269Expenses 2023: $21,594Net Income 2023: -$21,3252023

Highlighted filing

2019

Revenue$78,396
Expenses$96,989
Net Income-$18,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$78,396
Mission and Program Overview

Mission

To protect forests, oceans, watersheds, biodiversity and the rights of communities that depend on them. We work in partnership with marginalized or impoverished resource-dependent communities and international civil society networks including efforts to influence the design and implementation of policies and standards. Our activities include research, policy, finance, project analysis, education, and capacity-building for the protection of the environment and the rights of the marginalized or impoverished resource dependent communities. We perform such other charitable and educational activities as may be necessary and appropriate in order to accomplish the foregoing purposes.

To protect forests, oceans, watersheds, biodiversity and the rights of communities that depend on them. We work in partnership with marginalized or impoverished resource-dependent communities and international civil society networks including efforts to influence the design and implementation of policies and standards for financial institutions and financial flows. Our activities include research, policy, finance, project analysis, education, and capacity-building for the protection of the environment and the rights of the marginalized or impoverished resource dependent communities. We perform such other charitable and educational activities as may be necessary and appropriate in order to accomplish the foregoing purposes.

Program Services

DescriptionGrantsExpenses
ENVIRONMENT AND FINANCE PROGRAM: ULU FOUNDATION WORKED TO ENSURE THAT INTERNATIONAL FINANCIAL FLOWS DID NOT CAUSE HARM TO MARGINALIZED, IMPOVERISHED, OR RESOURCE-DEPENDENT COMMUNITIES. WE FOCUSED ON INTERNATIONAL FINANCIAL INSTITUTIONS INCLUDING THE WORLD BANK,THE ASIAN INFRASTRUCTURE INVESTMENT BANK AND THE ASIAN DEVELOPMENT BANK AND PUSHED THEM TO DEVELOP AND/OR IMPLEMENT STRONG ENVIRONMENTAL AND SOCIAL STANDARDS FOR DEVELOPMENT FINANCE. WE INFLUENCED AND STRENGTHENED THE DEVELOPMENT AND IMPLEMENTATION OF ENVIRONMENTAL AND SOCIAL SAFEGUARDS. WE SUPPORTED EFFORTS IN A VARIETY OF VENUES TO ENSURE THAT FINANCIAL FLOWS AND DEVELOPMENT POLICIES RESPECT THE RIGHTS OF LOCAL COMMUNITIES.$37,798$91,956
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KASTNERPresident/Tr-$0--
RICK ANEXSecretary-$0--
DARRYL LAURINDirector-$0--
STEPHANIE FRIEDExecutive DiPT$0--
Filing and Contact Details

Filer

Filer Name
Ulu Foundation
EIN
27-1629617
Phone
8087569931
Address
C/O 46-005 KAWA STREET SUITE 308, KANEOHE, HI 96744

Signing Officer

Name
Stephanie Fried
Title
Executive Director
Phone
8087569931
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ims LLC
Address
46-005 KAWA ST STE 308, KANEOHE, HI 96744-3838
Preparer
Brian P Hawkins CPA
Phone
8082470676
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Insurance refund 115 total 115

Form 990-ez, Part I, Line 10

Cash contribution: 37,798

Form 990-ez, Part I, Line 16

Expenses office expenses 144 information technology 2,871 travel 1,591 bank service fees 781 subscriptions 273 total 5,660

Form 990-ez, Part I, Line 20

Prior period adjustment -1,858

Form 990-ez, Part II, Line 24

Other receivable 1,858 0 total 1,858 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 229 42

Form 990-ez, Part III

To protect forests, oceans, watersheds, biodiversity and the rights of communities that depend on them. We work in partnership with marginalized or impoverished resource-dependent communities and international civil society networks including efforts to influence the design and implementation of policies and standards for financial institutions and financial flows. Our activities include research, policy, finance, project analysis, education, and capacity-building for the protection of the environment and the rights of the marginalized or impoverished resource dependent communities. We perform such other charitable and educational activities as may be necessary and appropriate in order to accomplish the foregoing purposes.

Form 990-ez, Part III, Line 28

Environment and finance program: ulu foundation worked to ensure that international financial flows did not cause harm to marginalized, impoverished, or resource-dependent communities. We focused on international financial institutions including the world bank,the asian infrastructure investment bank and the asian development bank and pushed them to develop and/or implement strong environmental and social standards for development finance. We influenced and strengthened the development and implementation of environmental and social safeguards. We supported efforts in a variety of venues to ensure that financial flows and development policies respect the rights of local communities.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE REFUND 115 TOTAL 115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 37,798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE EXPENSES 144 INFORMATION TECHNOLOGY 2,871 TRAVEL 1,591 BANK SERVICE FEES 781 SUBSCRIPTIONS 273 TOTAL 5,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT -1,858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER RECEIVABLE 1,858 0 TOTAL 1,858 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 229 42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO PROTECT FORESTS, OCEANS, WATERSHEDS, BIODIVERSITY AND THE RIGHTS OF COMMUNITIES THAT DEPEND ON THEM. WE WORK IN PARTNERSHIP WITH MARGINALIZED OR IMPOVERISHED RESOURCE-DEPENDENT COMMUNITIES AND INTERNATIONAL CIVIL SOCIETY NETWORKS INCLUDING EFFORTS TO INFLUENCE THE DESIGN AND IMPLEMENTATION OF POLICIES AND STANDARDS FOR FINANCIAL INSTITUTIONS AND FINANCIAL FLOWS. OUR ACTIVITIES INCLUDE RESEARCH, POLICY, FINANCE, PROJECT ANALYSIS, EDUCATION, AND CAPACITY-BUILDING FOR THE PROTECTION OF THE ENVIRONMENT AND THE RIGHTS OF THE MARGINALIZED OR IMPOVERISHED RESOURCE DEPENDENT COMMUNITIES. WE PERFORM SUCH OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES AS MAY BE NECESSARY AND APPROPRIATE IN ORDER TO ACCOMPLISH THE FOREGOING PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ENVIRONMENT AND FINANCE PROGRAM: ULU FOUNDATION WORKED TO ENSURE THAT INTERNATIONAL FINANCIAL FLOWS DID NOT CAUSE HARM TO MARGINALIZED, IMPOVERISHED, OR RESOURCE-DEPENDENT COMMUNITIES. WE FOCUSED ON INTERNATIONAL FINANCIAL INSTITUTIONS INCLUDING THE WORLD BANK,THE ASIAN INFRASTRUCTURE INVESTMENT BANK AND THE ASIAN DEVELOPMENT BANK AND PUSHED THEM TO DEVELOP AND/OR IMPLEMENT STRONG ENVIRONMENTAL AND SOCIAL STANDARDS FOR DEVELOPMENT FINANCE. WE INFLUENCED AND STRENGTHENED THE DEVELOPMENT AND IMPLEMENTATION OF ENVIRONMENTAL AND SOCIAL SAFEGUARDS. WE SUPPORTED EFFORTS IN A VARIETY OF VENUES TO ENSURE THAT FINANCIAL FLOWS AND DEVELOPMENT POLICIES RESPECT THE RIGHTS OF LOCAL COMMUNITIES.
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