URBAN LAND INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- URBAN LAND INSTITUTE (EIN 53-0159845)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-14
- IRS object ID
- 202100459349300210
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-14T15:46:10-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530159845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN LAND INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 2026247000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 L STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM EDWARD WALTER | PersonNm |
| Person Title | GLOBAL CEO | PersonTitleTxt |
| Phone | 2026247000 | PhoneNum |
| Signature | 2021-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2021-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULI - THE URBAN LAND INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM EDWARD WALTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 L STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,801,083 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ULI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | (SEE SCHEDULE O)TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND IN CREATING AND SUSTAINING THRIVING COMMUNITIES WORLDWIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 314 | TotalEmployeeCnt |
| Total Volunteers | 7200 | TotalVolunteersCnt |
| Total Gross UBI | $1,434,121 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,250 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,643,804 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,654,917 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $72,031,151 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,913,301 | CYProgramServiceRevenueAmt |
| PY Investment Income | $542,787 | PYInvestmentIncomeAmt |
| CY Investment Income | $823,308 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $80,217,742 | PYTotalRevenueAmt |
| CY Total Revenue | $74,391,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $476,512 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $326,972 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,548,890 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,354,198 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,688,191 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,408,761 | PYOtherExpensesAmt |
| CY Other Expenses | $43,660,253 | CYOtherExpensesAmt |
| PY Total Expenses | $80,434,163 | PYTotalExpensesAmt |
| CY Total Expenses | $78,341,423 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$216,421 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,949,897 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,147,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,489,260 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,625,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,613,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,521,954 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,876,098 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE URBAN LAND INSTITUTE IS TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND IN CREATING AND SUSTAINING THRIVING COMMUNITIES WORLDWIDE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $32,872,398 | ExpenseAmt |
| Grant | $130,861 | GrantAmt |
| Revenue | $26,112,543 | RevenueAmt |
| Desc | DISTRICT AND NATIONAL COUNCILS:DISTRICT COUNCILS DELIVER THE ULI MISSION DOMESTICALLY AT THE LOCAL LEVEL. THEY ENGAGE LOCAL MEMBERS THROUGH DEVELOPING VARIOUS ULI PRIORITY PROGRAMS, HOSTING EDUCATIONAL FORUMS, AND CONVENING EVENTS SUCH AS SPECIAL INITIATIVE CONFERENCES KEYED TO THE RELEASE OF PUBLICATIONS LIKE EMERGING TRENDS IN REAL ESTATE. BY CONDUCTING COMMUNITY OUTREACH PROGRAMS AND PROVIDING INDUSTRY EXPERTISE TO COMMUNITY LEADERS, DISTRICT COUNCILS FOCUS ON OPPORTUNITIES TO FOSTER COLLABORATION LOCALLY AND BUILD HEALTHY, SUSTAINABLE COMMUNITIES.NATIONAL COUNCILS PROVIDE AN OPPORTUNITY TO INFLUENCE LOCAL LAND USE POLICY INTERNATIONALLY BY FACILITATING THE EXCHANGE OF KNOWLEDGE BETWEEN INDUSTRY EXPERTS AND COMMUNITY LEADERS. OUR NATIONAL COUNCILS DO THIS THROUGH EDUCATIONAL FORUMS AND EVENTS SUCH AS CONFERENCES, PROJECT TOURS, AND COMMUNITY OUTREACH PROGRAMS. IN THE ULI SPIRIT OF OFFERING AN UNBIASED AND NONPARTISAN EXCHANGE ON ISSUES AFFECTING THE INDUSTRY, NATIONAL COUNCILS PROVIDE THE AVENUES FOR ACTIVE DIALOGUES AMONG PRIVATE INDUSTRY, ENVIRONMENTAL ORGANIZATIONS, AND PUBLIC AGENCIES TO HELP PROVIDE SOLUTIONS TO LOCAL AND REGIONAL ISSUES.THE ACTIVITIES RECORDED HERE ARE THE ACTIVITIES PERFORMED DIRECTLY BY THE DISTRICT/NATIONAL COUNCILS, WHICH ARE ACCOUNTED FOR ON AN INDIVIDUAL COUNCIL BASIS SEPARATELY WITHIN ULI, AS WELL AS THE COSTS INCURRED BY ULI AT THE NATIONAL LEVEL TO SUPPORT THE DISTRICT/NATIONAL COUNCIL PROGRAM. THE MAJORITY OF THE COSTS AT THE NATIONAL LEVEL ARE FOR PROGRAM AND LOGISTICAL SUPPORT AS WELL AS COMMUNITY OUTREACH EFFORTS IN THE AREAS OF REGIONAL COOPERATION, URBAN REVITALIZATION, AND EDUCATING HIGH SCHOOL STUDENTS ON LAND USE AND DEVELOPMENT ISSUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,987,520 | ExpenseAmt |
| Revenue | $12,342,903 | RevenueAmt |
| Desc | MEETINGS/CONFERENCES:THE INSTITUTE SPONSORS TWO SIGNIFICANT DOMESTIC, MULTI-DAY MEETINGS EACH YEAR THAT BRING TOGETHER INDUSTRY LEADERS FROM A VARIETY OF DISCIPLINES. THE SPRING MEETING IS OPEN TO MEMBERS ONLY; THE FALL MEETING IS OPEN TO NON-MEMBERS AND TYPICALLY DRAWS IN EXCESS OF 5,000 ATTENDEES INCLUDING DEVELOPERS, INVESTORS, ARCHITECTS, PLANNERS, BROKERS, ATTORNEYS AND GOVERNMENT OFFICIALS. IN ADDITION TO ITS SPRING AND FALL MEETINGS, ULI EMEA AND ULI ASIA HOST LARGE, ANNUAL CONFERENCES IN CITIES WITHIN THEIR RESPECTIVE REGIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,874,648 | ExpenseAmt |
| Grant | $13,469 | GrantAmt |
| Revenue | $1,597,630 | RevenueAmt |
| Desc | CONTENT:THE INSTITUTE DELIVERS CONTENT TO ITS MEMBERS AND THE COMMUNITY AT LARGE THROUGH A NUMBER OF FUNDED CENTERS AND INITIATIVES:THE ULI TERWILLIGER CENTER FOR WORKFORCE HOUSING CONDUCTS RESEARCH, PERFORMS ANALYSIS, PROVIDES EXPERT ADVICE, AND DEVELOPS BEST PRACTICE RECOMMENDATIONS THAT REFLECT THE RESIDENTIAL LAND USE AND DEVELOPMENT PRIORITIES OF ULI MEMBERS IN ALL RESIDENTIAL PRODUCT TYPES, WITH SPECIAL ATTENTION TO WORKFORCE AND AFFORDABLE HOUSING. THE CENTER INTEGRATES ULI'S WIDE-RANGING HOUSING ACTIVITIES INTO A PROGRAM OF WORK THAT FURTHERS THE DEVELOPMENT OF MIXED-INCOME COMMUNITIES WITH A RANGE OF HOUSING OPTIONS.THE ULI CENTER FOR CAPITAL MARKETS AND REAL ESTATE WAS FOUNDED IN 2009 WITH A MISSION TO PROMOTE UNDERSTANDING OF THE REAL ESTATE CAPITAL MARKETS AND PROVIDE LEADERSHIP IN FOSTERING A HEALTHY AND PRODUCTIVE REAL ESTATE CAPITAL MARKETS SECTOR. ULI CURRENTLY IS ENGAGED IN REAL ESTATE FINANCE AND CAPITAL MARKET ACTIVITIES AND PROGRAMS ACROSS THE ORGANIZATION, AND THE CENTER IS INTEGRALLY INVOLVED IN DEVELOPING, GUIDING, AND/OR SHOWCASING BOTH ONGOING AND NEW PROGRAMS.THE ULI CENTER FOR SUSTAINABILITY AND ECONOMIC PERFORMANCE IS DEDICATED TO CREATING HEALTHY, RESILIENT, AND HIGH PERFORMANCE COMMUNITIES AROUND THE WORLD. THROUGH THE WORK OF ITS GREENPRINT AND URBAN RESILIENCE PROGRAMS, THE CENTER PROVIDES LEADERSHIP AND SUPPORT TO LAND USE PROFESSIONALS TO INVEST IN ENERGY PERFORMANCE AND PORTFOLIO RESILIENCE WHILE REDUCING RISKS DUE TO A CHANGING CLIMATE. THE ULI GREENPRINT CENTER IS A CATALYST FOR CHANGE, TAKING MEANINGFUL, IMMEDIATE AND MEASURABLE ACTIONS TO GENERATE REAL ESTATE SOLUTIONS THAT IMPROVE THE ENVIRONMENT THROUGH ENERGY EFFICIENCY WHILE DEMONSTRATING THE CORRELATION WITH INCREASED PROPERTY VALUES. GREENPRINT FOCUSES ON REDUCING THE CARBON FOOTPRINT OF EXISTING BUILDINGS, WHICH CURRENTLY REPRESENT ONE-THIRD OF GLOBAL CARBON EMISSIONS, AND WORKS TO ACHIEVE ITS CARBON REDUCTION GOALS THROUGH EDUCATION AND ACTION. THE CENTER USES THE COLLECTIVE POWER OF ITS MEMBERSHIP TO LEAD BY EXAMPLE IN LOWERING CARBON EMISSIONS BY EXPLORING AND IMPLEMENTING ENERGY-REDUCING TECHNOLOGIES, SHARING THEIR PERFORMANCE RESULTS WITH THE PUBLIC THROUGH THE GREENPRINT PERFORMANCE REPORT, TM.THE ROBERT C. LARSON LEADERSHIP INITIATIVE ENABLES ULI TO ADD LEADERSHIP DEVELOPMENT ACTIVITIES TO ITS PROGRAM OF WORK AND EXTEND THE INSTITUTE'S REACH TO MANY MORE CURRENT AND POTENTIAL LEADERS. THE INITIATIVE ALSO SUPPORTS THE WORK OF THE ULI WOMEN'S LEADERSHIP INITIATIVE WHOSE MISSION IS TO RAISE THE VISIBILITY AND NUMBER OF WOMEN LEADERS IN ULI AND THE REAL ESTATE INDUSTRY.ULI'S URBAN RESILIENCE PROGRAM PROVIDES ULI MEMBERS, THE PUBLIC, AND COMMUNITIES ACROSS THE UNITED STATES WITH INFORMATION ON HOW TO BE MORE RESILIENT IN THE FACE OF CLIMATE CHANGE AND OTHER ENVIRONMENTAL VULNERABILITIES. THE PROGRAM SEEKS TO PROVIDE TECHNICAL ASSISTANCE, ADVANCE KNOWLEDGE, AND CATALYZE ADOPTION OF TRANSFORMATIVE MARKET PRACTICES AND POLICIES. THROUGH ADVISORY SERVICES, RESEARCH, CONVENINGS, AND SUPPORT OF DISTRICT COUNCIL PROJECTS, THE URBAN RESILIENCE PROGRAM SEEKS TO ENHANCE COMMUNITY RESILIENCE WITH A FOCUS ON THE BUILT ENVIRONMENT, REAL ESTATE MARKETS, AND THE LAND USE POLICY SECTOR.THE ULI BUILDING HEALTHY PLACES INITIATIVE IS A MULTIFACETED PROGRAMINCLUDING RESEARCH AND PUBLICATIONS, CONVENINGS, AND ADVISORY ACTIVITIESTO LEVERAGE THE POWER OF THE INSTITUTE'S GLOBAL NETWORKS TO SHAPE PROJECTS AND PLACES IN WAYS THAT IMPROVE THE HEALTH OF PEOPLE AND COMMUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $1,753,122 | $2,113,474 | PUBLISHING/URBAN LAND MAGAZINE:THROUGH ITS ORIGINAL RESEARCH AND THE RESEARCH OF ITS MEMBERS, THE INSTITUTE PUBLISHES BOOKS AND CASE STUDIES ON A VARIETY OF INDUSTRY TOPICS RELEVANT TO ITS MEMBERS. PUBLICATIONS ARE OFFERED IN PRINT BOUND FORMAT, PDF AS WELL AS EPUB. PUBLICATIONS ARE MANAGED THROUGH A THIRD PARTY FULFILLMENT COMPANY. THE INSTITUTE'S FLAGSHIP PERIODICAL AND A SIGNIFICANT MEMBERSHIP BENEFIT, URBAN LAND MAGAZINE PROMOTES THE INSTITUTE'S VISION AND MISSION BY REPORTING ON LAND USE POLICY AND REAL ESTATE PRACTICE, INDUSTRY SECTOR UPDATES, CAPITAL MARKETS AND MARKET TRENDS, SUSTAINABILITY, AND PLANNING AND DESIGN. THE MAGAZINE IS OFFERED FREE WITH MEMBERSHIP AND IS AVAILABLE BOTH IN PRINT AND ONLINE. | |
| $1,001,652 | $801,838 | ULI LEARNING:ULI LEARNING PROGRAM DELIVERS PRACTICAL INSTRUCTION FOR LAND USE AND REAL ESTATE PROFESSIONALS AT ALL LEVELS FROM EXPERIENCED PRACTITIONERS AND RESEARCHERS. REFLECTING THE DIVERSE PROFESSIONALS THAT COMPRISE THE ULI MEMBERSHIP, THE PROGRAM IS DESIGNED TO SERVE PROFESSIONALS ACROSS DISCIPLINES THROUGH ONLINE COURSES, REAL ESTATE INSTRUCTION PROGRAMS, REAL ESTATE ENTREPRENEUR PROGRAMS, AND THE PRO FORMA FUNDAMENTALS CERTIFICATE. | |
| $2,710,871 | $1,469,955 | ADVISORY SERVICES:ADVISORY SERVICES PANELS PROVIDE LOCAL GOVERNMENTS, PRIVATE DEVELOPERS, COMMUNITY DEVELOPMENT CORPORATIONS, AND MANY OTHER ORGANIZATIONS WITH ADVISORY REPORTS TO ADDRESS THE MOST CHALLENGING REAL ESTATE AND LAND USE ISSUES FACING COMMUNITIES TODAY. IN PROVIDING ADVISORY SERVICES, ULI CONVENES A PANEL OF INDUSTRY LEADERS FROM ITS DIVERSE MEMBERSHIP, INCLUDING DEVELOPERS, PLANNERS, FINANCIERS, MARKET ANALYSTS, DESIGNERS, ECONOMISTS, ARCHITECTS, AND PUBLIC OFFICIALS, TO PROVIDE PRACTICAL AND OBJECTIVE ADVICE THAT IS NOT AVAILABLE FROM ANY OTHER SOURCE. | |
| $687,037 | $76,269 | AWARDS:ULI HAS SET THE STANDARD IN RECOGNIZING OUTSTANDING REAL ESTATE DEVELOPMENT PROJECTS, RELATED PROGRAMS, AND VISIONARIES IN URBAN DEVELOPMENT. ULI'S AWARDS PROGRAMS ARE HIGHLY SELECTIVE AND PROVIDE A PRESTIGIOUS REFERENCE FOR PROFESSIONALS INVOLVED IN THE BUILT ENVIRONMENT. WINNERS AND FINALISTS BENEFIT FROM WORLDWIDE RECOGNITION AMONG INFLUENTIAL LEADERS IN FIELDS RELATED TO REAL ESTATE AND URBAN DEVELOPMENT. AWARDS INCLUDE: THE AWARDS FOR EXCELLENCE PROGRAM, THE ULI J.C. NICHOLS PRIZE FOR VISIONARIES IN URBAN DEVELOPMENT, THE ULI GERALD D. HINES STUDENT URBAN DESIGN COMPETITION AND THE ULI AMANDA BURDEN URBAN OPEN SPACE AWARD. | $180,000 |
| $2,753,676 | $19,451,240 | MEMBERSHIP:ULI OFFERS A NUMBER OF OPPORTUNITIES FOR MEMBERSHIP DEPENDING ON AN INDIVIDUAL'S SPECIFIC INTEREST, INCLUDING: ASSOCIATE, FULL, YOUNG LEADER MEMBER UNDER 35, AND CORPORATE WITH FURTHER DISTINCTIONS FOR PRIVATE VERSUS PUBLIC AND DOMESTIC VERSUS INTERNATIONAL MEMBERSHIP. EACH PROGRAM PROVIDES THE MEMBER WITH A SPECIFIC BASKET OF BENEFITS. MEMBERSHIP DEVELOPMENT EXPENSES RELATE TO MEMBERSHIP RECRUITMENT AND RETENTION EFFORTS, AS WELL AS ORDER PROCESSING AND FULL MEMBER ADMISSIONS ACTIVITIES. | $1,642 |
| $1,792,115 | $1,948,180 | PRODUCT COUNCILS:PRODUCT COUNCILS PROVIDE A DEDICATED FORUM FOR INFORMATION EXCHANGE ON THE STATE-OF-THE-ART OF A VARIETY OF SPECIFIC INDUSTRY SECTORS. MEMBERSHIP IS LIMITED TO FULL MEMBERS AND IS BY APPOINTMENT ONLY. THE INSTITUTE CURRENTLY HAS 65 DOMESTIC AND 7 GLOBAL COUNCILS FOCUSED ON 25 AREAS OF ACTIVITY, INCLUDING AFFORDABLE/WORKFORCE HOUSING, COMMUNITY DEVELOPMENT, OFFICE DEVELOPMENT, SENIOR HOUSING, TRANSIT-ORIENTED DEVELOPMENT, URBAN REVITALIZATION AMONG MANY OTHERS. | |
| $4,026,539 | $4,244 | COMMUNICATIONS:THIS FUNCTION INCLUDES ALL ULI INTERNAL AND EXTERNAL COMMUNICATIONS PROGRAMS, SUCH AS THE ANNUAL REPORT, E-NEWS SERVICE, MEDIA RELATIONS, BRANDING, AND CORPORATE COMMUNICATIONS. | $1,000 |
| $700,667 | KEY LEADERS:THE KEY LEADERS PROGRAM IS DESIGNED TO INCREASE THE PARTICIPATION OF ITS MOST SENIOR-LEVEL MEMBERS IN LEADERSHIP, VOLUNTEERING AND MENTORSHIP OPPORTUNITIES ACROSS THE INSTITUTE. THE PROGRAM WILL WORK WITH APPROXIMATELY 600 MEMBERS, INCLUDING ULI FOUNDATION GOVERNORS, CURRENT GOVERNING TRUSTEES AND FORMER TRUSTEES. | ||
| $245,304 | -$4,975 | ANNUAL FUND IS A PROGRAM TO RAISE MEMBER DONATIONS FOR THE ULI FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,670,983 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $182,642 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $25,860,225 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $60,405,549 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 242 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 314 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL TERSECK ULI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026247000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 L STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| OWEN THOMAS | |||||||||
| GLOBAL CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TOM TOOMEY | |||||||||
| IMMEDIATE PAST CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DOUG ABBEY | |||||||||
| FOUNDATION CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TOM ARNOLD | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PETER BALLON | |||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JACK CHANDLER | |||||||||
| AMERICA'S CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JURGEN FENK | |||||||||
| EUROPE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICK BROOKE | |||||||||
| ASIA PACIFIC CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RALPH ROSENBERG | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTY BURGER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROY MARCH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE MOORE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GOODWIN GAW | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE KAVANAUGH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WAYNE RATCOVICH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCOIS TRAUSCH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRISH HEALY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY PRICE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM EDWARD WALTER | |||||||||
| GLOBAL CEO | 36.00 | Yes (X) | $990,289 | $0 | $27,575 | 2.00 | |||
| CHERYL CUMMINS | |||||||||
| GLOBAL GOVERNANCE OFFICER 12/18/19 | 38.00 | Yes (X) | $479,507 | $0 | $18,018 | ||||
| MIKE TERSECK | |||||||||
| CFO | 38.00 | Yes (X) | $476,305 | $0 | $20,064 | ||||
| GWYNETH COTE | |||||||||
| PRESIDENT - AMERICAS | 38.00 | Yes (X) | $460,159 | $0 | $14,744 | ||||
| ADAM SMOLYAR | |||||||||
| CHIEF MARKETING & TECHNOLOGY OFFICER | 38.00 | Yes (X) | $458,521 | $0 | $21,527 | ||||
| LISETTE VAN DOORN | |||||||||
| CEO - EMEA | 38.00 | Yes (X) | $384,243 | $0 | $0 | ||||
| JOHN FITZGERALD | |||||||||
| PRESIDENT - ASIA THRU 6/20 | 38.00 | Yes (X) | $381,008 | $0 | $17,825 | ||||
| PAUL BERNARD | |||||||||
| EVP ADVISORY THRU 6/20 | 38.00 | $295,649 | $0 | $19,050 | Yes (X) | ||||
| MARY BETH CORRIGAN | |||||||||
| EVP GLOBAL LEADERS | 38.00 | $266,914 | $0 | $9,356 | Yes (X) | ||||
| STEVE RIDD | |||||||||
| SVP BUSINESS OPS | 38.00 | $262,631 | $0 | $0 | Yes (X) | ||||
| MATT KONETSCHNI | |||||||||
| SVP | 38.00 | $227,123 | $0 | $23,932 | Yes (X) | ||||
| WILLIAM GRAYSON | |||||||||
| EXECUTIVE DIRECTOR | 38.00 | $236,677 | $0 | $8,674 | Yes (X) | ||||
| RALPH BOYD | |||||||||
| FELLOW THRU 4/20 | 38.00 | $236,383 | $0 | $32,962 | Yes (X) | ||||
| FELIX CIAMPA | |||||||||
| EXECUTIVE DIRECTOR | 38.00 | $249,328 | $0 | $10,097 | Yes (X) | ||||
| MARTY BORCO | |||||||||
| EXECUTIVE DIRECTOR | 38.00 | $222,669 | $0 | $19,791 | Yes (X) | ||||
| MICHELLE FREY | |||||||||
| EXECUTIVE DIRECTOR | 38.00 | $211,633 | $0 | $18,613 | Yes (X) | ||||
| TIMOTHY COOPER | |||||||||
| SVP HR | 38.00 | $217,903 | $0 | $7,907 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,056,942 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $270,135 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 73 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VELIR STUDIOS | |||||
| 212 ELM STREET | SOMERVILLE | MA | 02144 | CONTRACTED SERVICES | $1,812,278 |
| FREEMAN AUDIO VISUAL | |||||
| 3225 W SUNSET ROAD | LAS VEGAS | NV | 89118 | MEETING SUPPORT | $1,278,961 |
| FREEMAN DECOR | |||||
| PO BOX 650036 | DALLAS | TX | 75265 | MEETING SUPPORT | $827,070 |
| SUTHERLAND GOVERNMENT SOLUTIONS | |||||
| PO BOX 98991 | CHICAGO | IL | 60693 | CONTRACTED SERVICES | $758,853 |
| SPARGO INC | |||||
| 11208 WAPLES MILL ROAD 112 | FARIFAX | NV | 22030 | MEETING SUPPORT | $671,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,654,917 | RelatedOrganizationsAmt |
| Total Contributions | $7,654,917 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DISTRICT/NATIONAL COUN | 900099 | $26,112,543 | $26,112,543 | |
| MEMBERSHIP DUES | 900099 | $19,451,240 | $19,451,240 | |
| MEETINGS & CONFERENCES | 900099 | $12,342,903 | $12,342,903 | |
| PUB./URBAN LAND MAG. | 541800 | $2,113,474 | $679,353 | $1,434,121 |
| PRODUCT COUNCILS | 900099 | $1,948,180 | $1,948,180 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,944,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,944,961 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,913,301 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605,171 | TotalRevenueColumnAmt |
| Exclusion | $605,171 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,627,694 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,409,557 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $218,137 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,137 | TotalRevenueColumnAmt |
| Exclusion | $218,137 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,391,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,479,180 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,434,121 | UnrelatedBusinessRevenueAmt |
| Exclusion | $823,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Program Services | $65,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,972 | TotalAmt |
| Program Services | $161,972 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,567,305 | TotalAmt |
| Program Services | $1,913,479 | ProgramServicesAmt |
| Management And General | $3,632,045 | ManagementAndGeneralAmt |
| Fundraising | $21,781 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,770,654 | TotalAmt |
| Program Services | $18,720,695 | ProgramServicesAmt |
| Management And General | $4,130,576 | ManagementAndGeneralAmt |
| Fundraising | $919,383 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,971 | TotalAmt |
| Program Services | $734,956 | ProgramServicesAmt |
| Management And General | $276,492 | ManagementAndGeneralAmt |
| Fundraising | $33,523 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,256,593 | TotalAmt |
| Program Services | $1,587,122 | ProgramServicesAmt |
| Management And General | $597,079 | ManagementAndGeneralAmt |
| Fundraising | $72,392 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,714,675 | TotalAmt |
| Program Services | $1,205,977 | ProgramServicesAmt |
| Management And General | $453,691 | ManagementAndGeneralAmt |
| Fundraising | $55,007 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,128 | TotalAmt |
| Program Services | $194,128 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,214 | TotalAmt |
| Program Services | $224,709 | ProgramServicesAmt |
| Management And General | $146,505 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,699 | TotalAmt |
| Management And General | $116,699 | ManagementAndGeneralAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,963,340 | TotalAmt |
| Program Services | $11,917,269 | ProgramServicesAmt |
| Management And General | $2,998,533 | ManagementAndGeneralAmt |
| Fundraising | $47,538 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,782 | TotalAmt |
| Program Services | $176,701 | ProgramServicesAmt |
| Management And General | $26,115 | ManagementAndGeneralAmt |
| Fundraising | $2,966 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,538 | TotalAmt |
| Program Services | $1,364,097 | ProgramServicesAmt |
| Management And General | $154,498 | ManagementAndGeneralAmt |
| Fundraising | $35,943 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,547,740 | TotalAmt |
| Management And General | $1,547,740 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,501,118 | TotalAmt |
| Program Services | $1,821,796 | ProgramServicesAmt |
| Management And General | $538,409 | ManagementAndGeneralAmt |
| Fundraising | $140,913 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,237,592 | TotalAmt |
| Program Services | $1,816,618 | ProgramServicesAmt |
| Management And General | $376,920 | ManagementAndGeneralAmt |
| Fundraising | $44,054 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,565,976 | TotalAmt |
| Program Services | $10,232,188 | ProgramServicesAmt |
| Management And General | $221,618 | ManagementAndGeneralAmt |
| Fundraising | $112,170 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,948,221 | TotalAmt |
| Program Services | $1,296,319 | ProgramServicesAmt |
| Management And General | $516,674 | ManagementAndGeneralAmt |
| Fundraising | $135,228 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,747 | TotalAmt |
| Program Services | $36,783 | ProgramServicesAmt |
| Management And General | $241,964 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DISTRICT COUNCIL DUES | $4,606,321 | $4,606,321 | ||
| CREDIT CARD FEES | $934,472 | $891,346 | $42,710 | $416 |
| MEMBER RECOGNITION | $668,707 | $646,843 | $16,783 | $5,081 |
| BAD DEBTS | $349,730 | $313,113 | $36,617 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,928 | TotalAmt |
| Program Services | $378,117 | ProgramServicesAmt |
| Management And General | $176,015 | ManagementAndGeneralAmt |
| Fundraising | $1,796 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,341,423 | TotalAmt |
| Program Services | $60,405,549 | ProgramServicesAmt |
| Management And General | $16,247,683 | ManagementAndGeneralAmt |
| Fundraising | $1,688,191 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,536,331 | BOYAmt |
| EOY | $11,694,434 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,954,463 | BOYAmt |
| EOY | $1,877,583 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,122 | BOYAmt |
| EOY | $166,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,305 | BOYAmt |
| EOY | $2,071,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,831,047 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,482,595 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,393,354 | BOYAmt |
| EOY | $8,348,452 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,756,027 | BOYAmt |
| EOY | $9,177,222 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,085,742 | BOYAmt |
| EOY | $11,552,388 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,093,293 | BOYAmt |
| EOY | $37,600,813 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,147,637 | BOYAmt |
| EOY | $82,489,260 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,941,724 | BOYAmt |
| EOY | $7,360,436 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,527,207 | BOYAmt |
| EOY | $12,346,120 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,156,752 | BOYAmt |
| EOY | $8,906,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,625,683 | BOYAmt |
| EOY | $28,613,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,563,454 | BOYAmt |
| EOY | $21,850,715 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,958,500 | BOYAmt |
| EOY | $32,025,383 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,521,954 | BOYAmt |
| EOY | $53,876,098 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,147,637 | BOYAmt |
| EOY | $82,489,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,949,897 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$211,698 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$484,261 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,366,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,649,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,813,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,726,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,106,157 | CurrentTaxYearAmt |
| Total | $120,662,388 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,254,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,939,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,293,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,418,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,027,940 | CurrentTaxYearAmt |
| Total | $248,933,137 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,620,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,589,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,106,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,145,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,134,097 | CurrentTaxYearAmt |
| Total | $369,595,525 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $369,595,525 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $586,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $379,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $602,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $605,171 | CurrentTaxYearAmt |
| Total | $2,737,646 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $586,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $379,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $602,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $605,171 | CurrentTaxYearAmt |
| Total | $2,737,646 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,206,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,968,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,671,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,748,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,739,268 | CurrentTaxYearAmt |
| Total | $372,333,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99310 | PublicSupportPY509Pct |
| Investment Income CY | 0.00740 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,069,933 | BeginningYearBalanceAmt |
| Contributions | $32,719,107 | ContributionsAmt |
| Other Expenditures | $31,389,214 | OtherExpendituresAmt |
| End Year Balance | $51,399,826 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,956,310 | BeginningYearBalanceAmt |
| Contributions | $34,962,129 | ContributionsAmt |
| Other Expenditures | $33,848,506 | OtherExpendituresAmt |
| End Year Balance | $50,069,933 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,367,954 | BeginningYearBalanceAmt |
| Contributions | $34,622,322 | ContributionsAmt |
| Other Expenditures | $31,033,966 | OtherExpendituresAmt |
| End Year Balance | $48,956,310 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,563,665 | BeginningYearBalanceAmt |
| Contributions | $31,362,533 | ContributionsAmt |
| Other Expenditures | $27,558,244 | OtherExpendituresAmt |
| End Year Balance | $45,367,954 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,282,125 | BeginningYearBalanceAmt |
| Contributions | $29,899,832 | ContributionsAmt |
| Other Expenditures | $29,618,292 | OtherExpendituresAmt |
| End Year Balance | $41,563,665 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37700 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.62300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,439,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,668,990 | DepreciationAmt |
| Book Value | $3,770,711 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,004,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $717,227 | DepreciationAmt |
| Book Value | $287,685 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,386,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,096,378 | DepreciationAmt |
| Book Value | $4,290,056 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,348,452 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $4,665,076 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $1,731,231 | F |
| 476092-PIMCO TOTAL RETURN FD INSTL | $5,156,081 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,552,388 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $16,410 |
| BENEFICIAL INTEREST IN ULI FOUNDATION | $32,009,594 |
| DUE FROM ULI FOUNDATION | $5,574,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $37,600,813 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $4,989,361 |
| REFUNDABLE ADVANCES | $3,917,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,906,606 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $74,056,690 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $74,056,690 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,699 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $218,137 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $334,836 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,391,526 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,708,986 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $484,262 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $484,262 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,224,724 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,699 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $116,699 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,341,423 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED NET ASSETS ARE ASSETS HELD BY THE LOCAL DISTRICT/NATIONAL COUNCIL AND PRODUCT COUNCIL PROGRAMS AND ARE USED TO SUPPORT THEIR PROGRAMS. DONOR RESTRICTED NET ASSETS WHICH ARE PURPOSE RESTRICTED, REPRESENT ASSETS HELD BY ULIF THAT ARE AVAILABLE FOR ULI PROGRAMS. |
| PART X, LINE 2: | ULI AND ULIF ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ULI AND ULIF QUALIFY FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NEITHER ULI NOR ULIF HAD UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. ULI AND ULIF ARE NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AT JUNE 30, 2020 AND 2019. GENERALLY, ULI AND ULIF ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES BEFORE 2017. ULI SERVICES LIMITED AND ULI EXHIBITION AND CONSULTING (SHANGHAI) LIMITED ARE SUBJECT TO TAXATION IN HONG KONG AND CHINA, RESPECTIVELY. FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, THE ENTITIES OWED $174 AND $10,366 IN TAXES, RESPECTIVELY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REALIZED GAIN ON INVESTMENTS REPORTED IN PART VIII LINE 7C 218,137. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON FOREIGN CURRENCY TRANSLATION 484,262. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 2 | 15 | PROGRAM SERVICES | SEE PART V FOR DESCRIPTION OF ACTIVITIES IN THE REGION | $4,727,927 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | 24 | PROGRAM SERVICES | SEE PART V FOR DESCRIPTION OF ACTIVITIES IN THE REGION | $4,884,190 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENT IN SUBSIDIARY ORGANIZATIONS | $770,417 | |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 39 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Subtotal Spent | $10,482,534 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,482,534 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | RegionTxt |
| Purpose Of Grant | NICHOLS PRIZE FOR VISIONARIES IN URBAN DEVELOPMENT | PurposeOfGrantTxt |
| Cash Grant | $100,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ULI SPONSORS A NUMBER OF AWARDS TO BOTH INDIVIDUALS AND INSTITUTIONS FOR CONTRIBUTIONS TO THE INDUSTRY CONSISTENT WITH ULI'S CORPORATE MISSION. SOME AWARDS ARE THE RESULT OF COMPETITIONS; OTHERS ARE BASED ON MERIT. ALL HAVE SPECIFIC WRITTEN CRITERIA FOR EVALUATION AND AWARD AND ARE BUDGETED AS APPROVED BY THE BOARD. |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3(E), DESCRIPTIONS OF ACTIVITIES IN ASIA: | THIS REGION IS INVOLVED WITH MANY OF THE SAME PROGRAM AREAS AS EUROPE. THE FOLLOWING THEREFORE IS A JUST A LISTING OF THE PROGRAM HIGHLIGHTS AS IT RELATES TO EACH OF THOSE AREAS: AS OF JUNE 30, 2020 ASIA MEMBERSHIP TOTALED 2,577. - IT HAS ACTIVE NATIONAL COUNCILS IN SEVEN COUNTRIES. - IT PUBLISHED JOINTLY WITH PRICEWATERHOUSE COOPERS AN EMERGING TRENDS IN REAL ESTATE ASIA PACIFIC STUDY, WHICH PROVIDES AN OUTLOOK ON ASIA PACIFIC REAL ESTATE INVESTMENT AND DEVELOPMENT TRENDS, REAL ESTATE FINANCE AND CAPITAL MARKETS, TRENDS BY PROPERTY SECTOR AND METROPOLITAN AREA, AND OTHER REAL ESTATE ISSUES PERTINENT TO THE COUNTRIES IN ASIA. - AREA OF CONTENT FOCUS IN SUSTAINABILITY AND CAPITAL MARKETS. |
| SCHEDULE F, PART I, LINE 3(E), DESCRIPTIONS OF ACTIVITIES IN EUROPE: | MEMBERSHIP: MEMBERSHIP IN ULI EMEA PROVIDES AN OPEN EXCHANGE OF IDEAS, NETWORKING OPPORTUNITIES, AND THE ABILITY TO WORK WITH THE LEADERS OF THE LAND USE INDUSTRY. EUROPEAN MEMBERS INCLUDE: DEVELOPERS, BUILDERS, ENGINEERS, ATTORNEYS, PLANNERS, INVESTORS, FINANCIAL ADVISORS, ACADEMICS, ARCHITECTS AND PUBLIC OFFICIALS. MEMBERS HAVE ACCESS TO OBJECTIVE INFORMATION AND THE EXPERIENCE OF THOSE ACTIVE IN EVERY DISCIPLINE OF REAL ESTATE DEVELOPMENT, INVESTMENT, AND REGULATION. AS OF JUNE 30, 2020, ULI HAD 3,989 MEMBERS IN EUROPE. NATIONAL COUNCILS: THE PURPOSE OF THE NATIONAL COUNCIL PROGRAM IS TO PROVIDE ULI'S PRESENCE AT THE LOCAL LEVEL THRU THE DEVELOPMENT AND PRESENTATION OF PROGRAMS OF WORK THAT ADDRESS LOCAL REAL ESTATE AND URBAN PLANNING ISSUES. THE ACTIVITIES RECORDED HERE REPRESENT THE ACTIVITIES PERFORMED DIRECTLY BY THE NATIONAL COUNCILS. ULI HAS 15 NATIONAL COUNCILS IN EUROPE. PRODUCT COUNCILS: ULI PRODUCT COUNCILS PROVIDE A FORUM FOR INFORMATION EXCHANGE ON THE STATE-OF-THE-ART OF A VARIETY OF DEVELOPMENT SECTORS. FULL MEMBERS ARE ELIGIBLE TO SERVE ON THESE COUNCILS. MEETINGS/CONFERENCES: THIS PROGRAM FOCUSES ON DEVELOPMENT TOPICS OF IMMEDIATE INTEREST INCLUDING THE EUROPEAN ANNUAL CONFERENCE WHICH COVERS INTERNATIONAL REAL ESTATE FINANCE AND INVESTMENT, AN ANNUAL LEADERSHIP RETREAT, AND ONE TOPICAL/TRENDS CONFERENCES. PUBLISHING: THE PUBLISHING INITIATIVE PRODUCES AN ANNUAL EMERGING TRENDS IN REAL ESTATE EUROPE REPORT. THIS REPORT IS JOINTLY PUBLISHED BY THE URBAN LAND INSTITUTE (ULI) AND PRICEWATERHOUSECOOPERS AND IS BASED ON SURVEYS AND INTERVIEWS WITH APPROXIMATELY 600 INDUSTRY EXPERTS, WHICH COVERS 27 MARKETS IN COUNTRIES THROUGHOUT EUROPE. THE REPORT CONTAINS PREDICTIONS FOR INDIVIDUAL PROPERTY SECTORS AS WELL AS MARKETS, ALONG WITH INSIGHTS REGARDING REAL ESTATE CAPITAL MARKETS AND THE ECONOMY IN GENERAL. ADVISORY SERVICES: ULI PROVIDES TECHNICAL EXPERTISE OF ITS MEMBERS TO CITIES, PRIVATE DEVELOPERS, AND OTHER ORGANIZATIONS THAT NEED OBJECTIVE ANALYSIS AND ADVICE ON HOW TO SOLVE DIFFICULT LAND USE, DEVELOPMENT, AND REDEVELOPMENT PROBLEMS. DEVELOPMENT: THIS DEPARTMENT HAS THE RESPONSIBILITY OF RAISING THE SPONSORSHIP FUNDS FOR ALL EUROPE'S CONFERENCES/PROGRAMS. CONTENT FOCUS: ULI'S EUROPEAN RESEARCH CENTER OVERSEES STRATEGY AND DELIVERY FOR BROAD RANGE OF TOPICS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF GREATER DALLAS | |||||||
| PO BOX 140189 | DALLAS | TX | 75214 | 751152657 | 501(C)(3) | $10,000 | STUDENT SCHOLARSHIPS |
| TEXAS A&M FOUNDATION | |||||||
| 202 LANGFORD AVE | COLLEGE STATION | TX | 778433137 | 742245072 | 501(C)(3) | $10,000 | STUDENT SCHOLARSHIPS |
| UNIVERSITY OF HOUSTON | |||||||
| 334 MECHER HALL | HOUSTON | TX | 772046021 | 237281200 | 501(C)(3) | $10,000 | STUDENT SCHOLARSHIPS |
| BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY INC | |||||||
| 3218 E BELKNAP ST | FORT WORTH | TX | 76111 | 750808785 | 501(C)(3) | $9,500 | STUDENT SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COMMUNITY OUTREACH | 516 | $63,202 |
| HINES AWARD | 22 | $79,000 |
| RANDALL LEWIS HEALTH MENTORSHIP | 5 | $5,000 |
| BUILDING HEALTHY PLACES | 5 | $5,000 |
| URBAN PLAN | 8 | $4,478 |
| PLACEMAKING AWARDS | 3 | $3,155 |
| ULI YOUNG LEADERS | 1 | $1,340 |
| WOMEN'S LEADERSHIP INITIATIVE | 2 | $797 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MOST OF THE FUNDING PROVIDED TO INDIVIDUALS AND ORGANIZATIONS ARE AWARDS FOR PARTICIPATION IN ULI'S AWARD PROGRAMS (MOST NOTABLY THE JC NICHOLS PRIZE FOR VISIONARIES IN URBAN DEVELOPMENT AND THE GERALD D. HINES STUDENT URBAN DESIGN COMPETITION). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM EDWARD WALTER | ||||||||||||||
| GLOBAL CEO | $687,517 | $0 | $300,000 | $0 | $2,772 | $0 | $11,200 | $0 | $19,535 | $0 | $1,021,024 | $0 | $0 | $0 |
| CHERYL CUMMINS | ||||||||||||||
| GLOBAL GOVERNANCE OFFICER 12/18/19 | $326,001 | $0 | $83,578 | $0 | $69,928 | $0 | $11,200 | $0 | $9,294 | $0 | $500,001 | $0 | $0 | $0 |
| MIKE TERSECK | ||||||||||||||
| CFO | $384,243 | $0 | $78,696 | $0 | $13,366 | $0 | $11,200 | $0 | $12,024 | $0 | $499,529 | $0 | $0 | $0 |
| GWYNETH COTE | ||||||||||||||
| PRESIDENT - AMERICAS | $368,092 | $0 | $44,328 | $0 | $47,739 | $0 | $1,169 | $0 | $13,575 | $0 | $474,903 | $0 | $0 | $0 |
| ADAM SMOLYAR | ||||||||||||||
| CHIEF MARKETING & TECHNOLOGY OFFICER | $379,987 | $0 | $78,114 | $0 | $420 | $0 | $11,200 | $0 | $12,210 | $0 | $481,931 | $0 | $0 | $0 |
| LISETTE VAN DOORN | ||||||||||||||
| CEO - EMEA | $328,511 | $0 | $55,732 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $384,243 | $0 | $0 | $0 |
| JOHN FITZGERALD | ||||||||||||||
| PRESIDENT - ASIA THRU 6/20 | $146,921 | $0 | $37,934 | $0 | $196,153 | $0 | $6,850 | $0 | $10,975 | $0 | $398,833 | $0 | $0 | $0 |
| PAUL BERNARD | ||||||||||||||
| EVP ADVISORY THRU 6/20 | $255,437 | $0 | $38,406 | $0 | $1,806 | $0 | $8,495 | $0 | $13,695 | $0 | $317,839 | $0 | $0 | $0 |
| MARY BETH CORRIGAN | ||||||||||||||
| EVP GLOBAL LEADERS | $230,832 | $0 | $34,276 | $0 | $1,806 | $0 | $9,356 | $0 | $3,060 | $0 | $279,330 | $0 | $0 | $0 |
| STEVE RIDD | ||||||||||||||
| SVP BUSINESS OPS | $229,572 | $0 | $33,059 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $262,631 | $0 | $0 | $0 |
| MATT KONETSCHNI | ||||||||||||||
| SVP | $205,143 | $0 | $21,350 | $0 | $630 | $0 | $8,605 | $0 | $17,024 | $0 | $252,752 | $0 | $0 | $0 |
| WILLIAM GRAYSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $214,927 | $0 | $21,330 | $0 | $420 | $0 | $8,597 | $0 | $77 | $0 | $245,351 | $0 | $0 | $0 |
| RALPH BOYD | ||||||||||||||
| FELLOW THRU 4/20 | $233,611 | $0 | $0 | $0 | $2,772 | $0 | $10,000 | $0 | $23,442 | $0 | $269,825 | $0 | $0 | $0 |
| FELIX CIAMPA | ||||||||||||||
| EXECUTIVE DIRECTOR | $223,894 | $0 | $22,662 | $0 | $2,772 | $0 | $9,092 | $0 | $1,685 | $0 | $260,105 | $0 | $0 | $0 |
| MARTY BORCO | ||||||||||||||
| EXECUTIVE DIRECTOR | $196,145 | $0 | $21,130 | $0 | $5,394 | $0 | $6,171 | $0 | $13,620 | $0 | $242,460 | $0 | $0 | $0 |
| MICHELLE FREY | ||||||||||||||
| EXECUTIVE DIRECTOR | $191,015 | $0 | $19,988 | $0 | $630 | $0 | $8,056 | $0 | $17,317 | $0 | $237,006 | $0 | $0 | $0 |
| TIMOTHY COOPER | ||||||||||||||
| SVP HR | $192,562 | $0 | $24,338 | $0 | $1,003 | $0 | $7,830 | $0 | $3,257 | $0 | $228,990 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE: JOHN FITZGERALD AND GWYNETH COTE, $83,289 AND $45,933, RESPECTIVELY, TAXABLE COMPENSATION. GROSS UP PAYMENTS FOR JOHN FITZGERALD $53,089, TAXABLE COMPENSATION. |
| PART I, LINE 7 | BONUSES ARE DISCRETIONARY AND ARE BASED UPON PERFORMANCE CRITERIA ESTABLISHED BY THE INDIVIDUAL'S SUPERVISOR WHICH IS THEN EVALUATED BY THAT SUPERVISOR AT THE END OF THE FISCAL YEAR. THE SUPERVISOR RECOMMENDS THE INDIVIDUAL'S BONUS WHICH IS SUBJECT TO FINAL APPROVAL BY THE CEO. IN THE CASE OF THE CEO, THE PERFORMANCE CRITERIA IS ESTABLISHED BY THE CHAIRMAN AND EVALUATED BY THE ULI COMPENSATION COMMITTEE. IN THE CASE OF THE CFO, GLOBAL GOVERNANCE OFFICER, ULIF PRESIDENT, CHIEF EXECUTIVE EMEA, CHIEF EXECUTIVE ASIA, AND CMMO (CHIEF MEMBER AND MARKETING OFFICER) THE CRITERIA IS ESTABLISHED BY THE CEO AND EVALUATED BY HIM IN CONJUNCTION WITH THE ULI COMPENSATION COMMITTEE. THE % OF BASE COMPENSATION AN INDIVIDUAL IS ELIGIBLE (BUT NOT GUARANTEED) TO RECEIVE IS BASED UPON THEIR POSITION (VP AND ABOVE), OR THEIR EMPLOYMENT CONTRACT IF THEY HAVE ONE (I.E., CEO, CFO AND EXECUTIVE OFFICER). THE COMPENSATION INFORMATION SHOWN IN PART VII OF THE FORM 990, AS WELL AS SCHEDULE J, IS PRESENTED ON A CALENDAR YEAR BASIS IN ACCORDANCE WITH IRS FORM 990 FILING INSTRUCTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6, NUMBER OF VOLUNTEERS: | WE INCLUDE ALL TRUSTEES, MEMBERS ON THE ESTABLISHED COMMITTEES AND ADVISORY GROUPS,AND ESTIMATE A CERTAIN NUMBER OF VOLUNTEERS FOR EACH DISTRICT COUNCIL AND FOR EACH ADVISORY SERVICE PANEL THAT IS PROVIDED. |
| FORM 990, PART VI, SECTION A, LINE 6 | ULI MEMBERS INCLUDE DEVELOPERS, ARCHITECTS, PUBLIC OFFICIALS, PLANNERS, REAL ESTATE BROKERS, APPRAISERS, ACCOUNTANTS, ATTORNEYS, ENGINEERS, FINANCIERS, ACADEMICS, AND STUDENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES ELECT THE ULI CHAIRMAN, THE ULIF CHAIRMAN, THE ULI GLOBAL BOARD OF DIRECTORS, THE ULIF BOARD OF DIRECTORS AND ULI LIFE TRUSTEES. THE GLOBAL BOARD OF DIRECTORS APPOINTS/APPROVES THE ULI EUROPE CHAIRMAN, THE ULI ASIA CHAIRMAN, AND THE ULI AMERICA'S CHAIRMAN. THE FULL MEMBERS ELECT THE TRUSTEES (WHO ALSO SERVE AS THE MEMBERS OF ULIF). |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GLOBAL BOARD OF DIRECTORS IS ULI'S GOVERNING BODY. THE FOLLOWING ARE ACTION ITEMS THEY MUST BRING TO THE TRUSTEES FOR APPROVAL: THE TRUSTEES HAVE AUTHORITY OVER THE ARTICLES OF INCORPORATION; THE BYLAWS (ULI AND ULIF), ADOPTING A PLAN OR MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION, AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION OR REVOKING PROCEEDINGS THEREFORE, AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS FOR MAKING THE FINAL 990 AVAILABLE TO THE VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO ITS BEING FILED WITH THE IRS. - INDEPENDENT AUDITORS REVIEW THE 990 WITH THE AUDIT COMMITTEE - THE FINAL 990 IS POSTED TO A SECURE AREA OF THE ULI WEBSITE. - NOTICE OF THE LOCATION OF THE FORM 990 IS EMAILED TO EACH BOARD MEMBER WITH THE COMMUNICATION THAT THEY HAVE TWO WEEKS IN WHICH TO REVIEW AND PROVIDE ANY COMMENTS TO ULI MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS THE BOARD OF DIRECTORS ARE SENT A COMMUNICATION REQUESTING THAT THEY IDENTIFY ANY RELATIONSHIPS DEFINED AS A CONFLICT. RESPONSES ARE SUBMITTED TO THE OFFICE OF THE CHIEF GOVERNANCE OFFICER AND CONFLICTS, IF ANY, ARE RESOLVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | ULI RETAINS AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT TO REVIEW THE COMPENSATION FOR ITS KEY EXECUTIVES. AS PART OF THIS PROCESS, THE CONSULTANT IDENTIFIES COMPARABLE ORGANIZATIONS AND OBTAINS THE MOST CURRENT COMPENSATION DATA AVAILABLE FOR THEM. THE CONSULTANT SUBSEQUENTLY PREPARES A DETAILED WRITTEN REPORT THAT COMPARES ULI'S CURRENT EXECUTIVE COMPENSATION AGAINST SIMILAR POSITIONS IN LIKE ORGANIZATIONS. THE WRITTEN REPORT ALSO DESCRIBES THE STUDY METHODOLOGY AND STATES THE CONSULTANT'S OPINION REGARDING THE REASONABLENESS OF ULI'S EXECUTIVE COMPENSATION RELATIVE TO THE IDENTIFIED MARKET COMPARABLES. |
| FORM 990, PART VI, SECTION C, LINE 19 | URBAN LAND INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS (WHETHER OR NOT AUDITED) AVAILABLE TO THE GENERAL PUBLIC AS FEDERAL TAX LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 11,917,269. MANAGEMENT AND GENERAL EXPENSES 2,998,533. FUNDRAISING EXPENSES 47,538. TOTAL EXPENSES 14,963,340. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON FOREIGN CURRENCY TRANSLATION -484,261. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|
| ULI SERVICES LIMITED | ||||||||
| SUITE 3418 JARDINE HOUSE 1 CONNAU | HK | 981123263 | CONSULTANCY SERVICES | HK | $0 | $420,459 | URBAN LAND INSTITUTE | |
| ULI EXHIBITION & CONSULTING (SHANGHAI) LTD | ||||||||
| ROOM 3663 TOWER II IFC NO 8 CENT | CH | 981183457 | EXHIBITION MANAGEMENT & CONSULTING | CH | $183,519 | $644,046 | ULI SERVICES LIMITED | PUDONG NEW DISTRICT SHANGHAI |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULI FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 L STREET NW STE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237133957 | EIN |
| Primary Activities | FUNDRAISING IN SUPPORT OF ULI RESEARCH AND EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN LAND INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $7,588,034 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |