Civic Intelligence

Henry C Ulen Foundation Inc.

990EZ • Fiscal year 2019 • EIN 32-0319319

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 17, 2020

Organization ProfileN/A
100 Country Club DrLebanon, 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% 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

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$251,917

Up $49,862 (+25%) from 2018

Net Assets

Up

$251,917

Up $49,862 (+25%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$76,613

Up $25,649 (+50%) from 2018

Expenses

Up

$49,860

Up $24,240 (+95%) from 2018

Net Income

Up

$26,753

Up $1,409 (+5.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$251,917
Liabilities-
Net Assets$251,917
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$76,613
Expenses$49,860
Net Income$26,753
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 17, 2020
Return Version
2019v5.0
Gross Receipts
$80,314
Mission and Program Overview

Mission

Preserve and maintain historic ulen country club.

Program Services

DescriptionGrantsExpenses
TO PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB-$49,223
PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY JOHNSONDirector-$0--
SUE RITZDirector-$0--
KERRY KRIESDirector-$0--
GARY KATONADirector-$0--
CHIP WERRYDirector-$0--
SALLY TANSELLESecretary-$0--
JANET DOLLARDTreasurer-$0--
PETE OBREMSKEYVice Preside-$0--
KENT FRANDSENPresident-$0--
Filing and Contact Details

Filer

Filer Name
Henry C Ulen Foundation Inc
EIN
32-0319319
Phone
7654825310
Address
100 COUNTRY CLUB DR, LEBANON, IN 46052

Signing Officer

Name
Kent Frandsen
Title
President
Phone
7654825310
Signed
2020-08-17
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 office expenses/supplies 637 golf course maintenance 5,320 clubhouse chiller 36,959 clubhouse structural main 6,944 total 49,860”

Form 990-ez, Part I, Line 20

“Unrealized gain/loss 23,110”

Form 990-ez, Part II, Line 24

“Investment - edward jones 161,455 192,670 total 161,455 192,670”

Form 990-ez, Part III, Line 31

“Preserve and maintain historic ulen country club”

Raw XML Appendix168 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/USAddress/CityNm0LEBANON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040599
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053722
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026753
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt07860
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03943
IRS990EZ/GrossReceiptsAmt080314
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE RITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRY KRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY KATONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHIP WERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SALLY TANSELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANET DOLLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PETE OBREMSKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KENT FRANDSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0161455
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0192670
IRS990EZ/OtherChangesInNetAssetsAmt023110
IRS990EZ/OtherExpensesTotalAmt049860
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB.
IRS990EZ/ProgramServiceRevenueAmt010627
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRESERVE AND MAINTAIN HISTORIC ULEN COUNTRY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049223
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03943
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03701
IRS990EZ/SpecialEventsNetIncomeLossAmt04159
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049860
IRS990EZ/TotalProgramServiceExpensesAmt049223
IRS990EZ/TotalRevenueAmt076613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0166925
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt037709
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.98980
IRS990ScheduleA/PublicSupportTotal170Amt0166925
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053722
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0166925
IRS990ScheduleA/TotalSupportAmt0166925
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES/SUPPLIES 637 GOLF COURSE MAINTENANCE 5,320 CLUBHOUSE CHILLER 36,959 CLUBHOUSE STRUCTURAL MAIN 6,944 TOTAL 49,860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN/LOSS 23,110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT - EDWARD JONES 161,455 192,670 TOTAL 161,455 192,670
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT FRANDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07654825310
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY C ULEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0320319319
ReturnHeader/Filer/PhoneNum07654825310
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 COUNTRY CLUB DR
ReturnHeader/Filer/USAddress/CityNm0LEBANON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046052
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.69.240.202
ReturnHeader/FilingSecurityInformation/IPDt02020-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:10:26
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/PreparationDt02020-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORRIE A MCCONNELL
ReturnHeader/ReturnTs02020-08-19T08:10:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,917
Liabilities
-
Net assets
$251,917
Revenue
$76,613
Expenses
$49,860
Net income
$26,753
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