The Uli Foundation FY2024 filing

Tax-deductible

Washington, DC501(c)(3)Since 1970Social ScienceEIN 23-7133957

The uli foundation supports the mission of the urban land institute by providing an assured source of funding for uli's core research, education, and public service activities.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $4.6M a year · 30% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6.3M
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 15 voting members
Looks good: 14 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.5M
-14% vs prior year
Spent
$11.8M
To programs
84%
Net assets
$86.8M
By yearFY2020–FY2024
Revenue
$12.5M
FY2024▼ -14%
Revenue by fiscal year
FY2020$10.3M
FY2021$15.1M
FY2022$25.0M
FY2023$14.4M
FY2024$12.5M
FY2024$11.5M
Expenses
$11.8M
FY2024▼ -4%
Expenses by fiscal year
FY2020$9.0M
FY2021$9.6M
FY2022$11.6M
FY2023$12.3M
FY2024$11.8M
FY2024$11.8M
Net assets
$86.8M
FY2024▲ +8%
Net assets by fiscal year
FY2020$50.7M
FY2021$65.6M
FY2022$73.8M
FY2023$80.3M
FY2024$86.8M
FY2024$90.3M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1972.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $9.9M Management & general 5% · $622K Fundraising 10% · $1.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Uli Global CEO Thru 10/9/23
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Chairman Emeritus
$0Pt VII · Sec A
Uli Global Chair
$0Pt VII · Sec A
Ulif Campaign Co-Chair
$0Pt VII · Sec A
Ulif Campaign Co-Chair
$0Pt VII · Sec A
Ulif Annual Fund Chair
$0Pt VII · Sec A
Uli Charitable Trust Chair
$0Pt VII · Sec A
See The Uli Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds urban land research, education, and public service initiatives.

Provided by the organization

This section is blank until The Uli Foundation claims this page.

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1 program service account for $9.9M of program spending, described in the organization's own filed words · FY2023.
01

Primarily Grants to the Urban Land Institute

Supports research and education activities of the institute - a related organization.

$9.9Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$5K
Grants paid · 12 grants · $54.8M · 2019–2024
The Urban Land InstituteDC · FY2024$9,320,103
Unitemized GrantFY2024$54,298
The Urban Land InstituteDC · FY2023$9,865,665
Unitemized GrantFY2023$71,099
The Urban Land InstituteDC · FY2022$10,408,777
Unitemized GrantFY2022$60,435
The Urban Land InstituteDC · FY2021$9,602,179
Unitemized GrantFY2021$53,844
The Urban Land InstituteDC · FY2020$7,704,580
Unitemized GrantFY2020$11,427
The Urban Land InstituteDC · FY2019$7,588,034
Unitemized GrantFY2019$43,693

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$12.5M
Ln 12
Gifts and grantsLn 1h$10.9M
Investment incomeLn 3$1.6M
Fees for servicesLn 2g$29K
Money outPt IX
$11.8M
Ln 25
Programscol B$9.9M
Managementcol C$622K
Fundraisingcol D$1.2M
Owns and owesPt X
$86.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$93.1M
LiabilitiesLn 26$6.3M
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.9M
Noncash giftsLn 1g$353K
Fees for servicesLn 2g$29K
Investment incomeLn 3$1.6M
Gains on assetsLn 7$1.3M
Total revenueLn 12$12.5M
Assets in detailPt X, end of year
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$1.0M
InvestmentsLn 11–13$63.5M
Land, buildings, equipmentLn 10c$18K
Total assetsLn 16$93.1M
LiabilitiesLn 26$6.3M
Net assetsLn 32$86.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.0M$1.0M
InvestmentsLn 11–13$59.8M$63.5M
Land, buildings, equipmentLn 10c$30K$18K
Total assetsLn 16$88.7M$93.1M
LiabilitiesLn 26$8.4M$6.3M
Net assetsLn 32$80.3M$86.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$9.9M$9.9M
Grants to domestic individualsLn 2$71K$71K
Accounting feesLn 11c$32K$32K
Investment management feesLn 11f$206K$206K
Other fees for servicesLn 11g$79K$28K$51K
Advertising and promotionLn 12$39K$28K$11K
Office expensesLn 13$52K$17K$35K
TravelLn 17$133K$7K$126K
Conferences, conventions and meetingsLn 19$165K$87K$77K
Depreciation, depletion and amortizationLn 22$12K$12K
Other expenses (24a–d)Ln 24$1.1M$205K$916K
Total functional expensesLn 25$11.8M$9.9M$622K$1.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $12.5M$11.8M$684K$86.8M 990 PDF
FY2023 $14.4M$12.3M$2.1M$80.3M 990 PDF
FY2022 $25.0M$11.6M$13.4M$73.8M 990 PDF
FY2021 $15.1M$9.6M$5.4M$65.6M 990 PDF
FY2020 $10.3M$9.0M$1.3M$50.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $12,459,636 across 8 lines filed
VIII-1d Related organizations$1,602,447
VIII-1f All other contributions, gifts and grants$9,266,308
VIII-1g Noncash contributions (included above)$353,120
VIII-1h Total contributions, gifts and grants$10,868,755
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,000$29,000
VIII-3 Investment incomeExcluded from tax $287,262$287,262
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,274,619$1,274,619
VIII-12 Total revenueRelated to mission $29,000 · Unrelated business $0 · Excluded from tax $1,561,881$12,459,636
Part IX · Statement of functional expenses $11,775,297 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $9,865,665$9,865,665
IX-2 Grants to domestic individualsPrograms $71,099$71,099
IX-11c Accounting feesManagement $32,000$32,000
IX-11f Investment management feesManagement $205,823$205,823
IX-11g Other fees for servicesManagement $27,722 · Fundraising $50,835$78,557
IX-12 Advertising and promotionManagement $27,951 · Fundraising $10,967$38,918
IX-13 Office expensesManagement $16,722 · Fundraising $35,253$51,975
IX-17 TravelManagement $7,480 · Fundraising $125,803$133,283
IX-19 Conferences, conventions and meetingsManagement $87,184 · Fundraising $77,396$164,580
IX-22 Depreciation, depletion and amortizationManagement $12,145$12,145
IX-24 Other expenses (24a–d)Management $205,297 · Fundraising $915,955$1,121,252
IX-25 Total functional expensesPrograms $9,936,764 · Management $622,324 · Fundraising $1,216,209$11,775,297
Part X · Balance sheet $93,149,599 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,966,824$1,047,870
X-3 Pledges and grants receivableStart of year $26,946,395$28,625,966
X-10c Land, buildings and equipment, netStart of year $30,381$18,236
X-11 Publicly traded securitiesStart of year $5,283,379$4,482,707
X-12 Other securitiesStart of year $54,472,633$58,974,820
X-16 Total assetsStart of year $88,699,612$93,149,599
X-25 Other liabilitiesStart of year $8,422,179$6,309,897
X-26 Total liabilitiesStart of year $8,422,179$6,309,897
X-27 Net assets without donor restrictionsStart of year $14,457,800$16,867,723
X-28 Net assets with donor restrictionsStart of year $65,819,633$69,971,979
X-32 Total net assets or fund balancesStart of year $80,277,433$86,839,702
X-33 Total liabilities and net assetsStart of year $88,699,612$93,149,599
Part XI · Reconciliation of net assets $86,839,702 net assets at year end
XI-1 Total revenue$12,459,636
XI-2 Total expenses$11,775,297
XI-3 Revenue less expenses$684,339
XI-4 Net assets at start of year$80,277,433
XI-5 Net unrealized gains (losses) on investments$5,877,930
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$86,839,702

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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