Civic Intelligence

Henry C Ulen Foundation Inc.

990EZ • Fiscal year 2018 • EIN 32-0319319

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

Organization ProfileN/A
104 Ulen BlvdLebanon, IN 46052

(765) 482-5310

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.4%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$202,055

Up $8,605 (+4.4%) from 2017

Net Assets

Up

$202,055

Up $8,605 (+4.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$50,964

Down $32,477 (-39%) from 2017

Expenses

Up

$25,620

Up $20,346 (+386%) from 2017

Net Income

Down

$25,344

Down $52,823 (-68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$800K$600K$400K$200K$0Assets 2017: $193,450Net Assets 2017: $193,4502017Assets 2018: $202,055Net Assets 2018: $202,0552018Assets 2019: $251,917Net Assets 2019: $251,9172019Assets 2020: $381,434Net Assets 2020: $381,4342020Assets 2021: $519,173Liabilities 2021: $0Net Assets 2021: $519,1732021Assets 2022: $575,613Liabilities 2022: $0Net Assets 2022: $575,6132022Assets 2023: $401,617Liabilities 2023: $0Net Assets 2023: $401,6172023Assets 2024: $623,209Liabilities 2024: $0Net Assets 2024: $623,2092024

Highlighted filing

2018

Assets$202,055
Liabilities-
Net Assets$202,055
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2017: $83,441Expenses 2017: $5,274Net Income 2017: $78,1672017Revenue 2018: $50,964Expenses 2018: $25,620Net Income 2018: $25,3442018Revenue 2019: $76,613Expenses 2019: $49,860Net Income 2019: $26,7532019Revenue 2020: $133,985Expenses 2020: $23,902Net Income 2020: $110,0832020Revenue 2021: $134,287Expenses 2021: $27,116Net Income 2021: $107,1712021Revenue 2022: $181,653Expenses 2022: $26,426Net Income 2022: $155,2272022Revenue 2023: $272,998Expenses 2023: $496,050Net Income 2023: -$223,0522023Revenue 2024: $437,872Expenses 2024: $279,009Net Income 2024: $158,8632024

Highlighted filing

2018

Revenue$50,964
Expenses$25,620
Net Income$25,344
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$54,721
Mission and Program Overview

Mission

Preserve and maintain historic ulen country club.

Program Services

DescriptionGrantsExpenses
TO PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB-$25,620
PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD MEYERPresident-$0--
SCOTT HUTCHESONSecretary-$0--
JANET DOLLARDTreasurer-$0--
KENT FRANDSENDirector-$0--
RANDY FRANCISDirector-$0--
STEVE MUNDYDirector-$0--
SALLY TANSELLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Henry C Ulen Foundation Inc
EIN
32-0319319
Phone
7654825310
Address
104 ULEN BLVD, LEBANON, IN 46052

Signing Officer

Name
Todd Meyer
Title
President
Phone
7654825310
Signed
2019-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Mcconnell Cpas
Address
1201 INDIANAPOLIS AVE, LEBANON, IN 46052
Preparer
Corrie a Mcconnell
Phone
7654826620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses tree planting 20,000 plaques 5,620 total 25,620”

Form 990-ez, Part I, Line 20

“Unrealized gain/loss -16,740”

Form 990-ez, Part II, Line 24

“Investment - edward jones 168,628 161,455 total 168,628 161,455”

Form 990-ez, Part III, Line 31

“Preserve and maintain historic ulen country club”

Raw XML Appendix153 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07654825310
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEBANON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024823
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IRS990EZ/ContributionsGiftsGrantsEtcAmt036910
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IRS990EZ/ExcessOrDeficitForYearAmt025344
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IRS990EZ/FundraisingGrossIncomeAmt08244
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0193451
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0202055
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT HUTCHESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANET DOLLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENT FRANDSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RANDY FRANCIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE MUNDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SALLY TANSELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0168628
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0161455
IRS990EZ/OtherChangesInNetAssetsAmt0-16740
IRS990EZ/OtherExpensesTotalAmt025620
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025620
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05835
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03757
IRS990EZ/SpecialEventsNetIncomeLossAmt04487
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025620
IRS990EZ/TotalProgramServiceExpensesAmt025620
IRS990EZ/TotalRevenueAmt050964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0223476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02307
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02307
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015060
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98980
IRS990ScheduleA/PublicSupportPY170Pct00.98780
IRS990ScheduleA/PublicSupportTotal170Amt0223476
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt076293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0110273
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0223476
IRS990ScheduleA/TotalSupportAmt0225783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TREE PLANTING 20,000 PLAQUES 5,620 TOTAL 25,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN/LOSS -16,740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT - EDWARD JONES 168,628 161,455 TOTAL 168,628 161,455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07654825310
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY C ULEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0320319319
ReturnHeader/Filer/PhoneNum07654825310
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 ULEN BLVD
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.149.201.153
ReturnHeader/FilingSecurityInformation/IPDt02019-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:09:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461606278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCONNELL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 INDIANAPOLIS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046052
ReturnHeader/PreparerPersonGrp/PhoneNum07654826620
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORRIE A MCCONNELL
ReturnHeader/ReturnTs02019-11-01T12:09:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,055
Liabilities
-
Net assets
$202,055
Revenue
$50,964
Expenses
$25,620
Net income
$25,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.23$0.00$6.23$4.38$2.79$1.59
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$2.73$4.96$2.23
2022Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$1.82$0.26$1.55
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.34$0.27$1.07
2020Detailed filing. Detailed filing data is available for this year.$3.81$3.81$1.34$0.24$1.10
2019Detailed filing. Detailed filing data is available for this year.$2.52$2.52$0.77$0.50$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.51$0.26$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.83$0.05$0.78