URBAN LAND INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- URBAN LAND INSTITUTE (EIN 53-0159845)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-11
- IRS object ID
- 201520429349302107
- Schema version
- 2013v4.0
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-11T18:34:39-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | 1025 THOMAS JEFFERSON STREET N W NO | AddressLine1 |
| Address Line2 | 500-W | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK L PHILLIPS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2026247000 | PhoneNum |
| Signature | 2015-02-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK L PHILLIPS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 THOMAS JEFFERSON STREET N W NO | AddressLine1 |
| Address Line2 | 500- | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,585,059 | 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 | TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND IN CREATING AND SUSTAINING THRIVING COMMUNITIES WORLDWIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 5933 | TotalVolunteersCnt |
| Total Gross UBI | $1,695,252 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$250 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,119,788 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,071,950 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,329,637 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $55,113,938 | CYProgramServiceRevenueAmt |
| PY Investment Income | $200,005 | PYInvestmentIncomeAmt |
| CY Investment Income | $225,586 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $56,649,430 | PYTotalRevenueAmt |
| CY Total Revenue | $62,411,474 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,178,916 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,004,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,369,703 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,347,188 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,336,491 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,009,984 | PYOtherExpensesAmt |
| CY Other Expenses | $37,186,756 | CYOtherExpensesAmt |
| PY Total Expenses | $55,558,603 | PYTotalExpensesAmt |
| CY Total Expenses | $59,538,794 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,090,827 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,872,680 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,139,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,723,578 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,702,678 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,267,759 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,436,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,455,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 | $24,169,669 | ExpenseAmt |
| Grant | $25,479 | GrantAmt |
| Revenue | $19,850,240 | RevenueAmt |
| Desc | DISTRICT/NATIONAL COUNCILS:THE PURPOSE OF THE DISTRICT/NATIONAL COUNCILS PROGRAM IS TO PROVIDE ULI'S PRESENCE AT THE LOCAL LEVEL, THROUGH 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 DISTRICT/NATIONAL COUNCILS WHICH ARE ACCOUNTED FOR SEPARATELY WITHIN ULI, AS WELL AS, THE COSTS INCURRED BY ULI AT THE NATIONAL LEVEL TO SUPPORT THE DISTRICT/NATIONAL COUNCILS PROGRAM. THE MAJORITY OF THE COSTS AT THE NATIONAL LEVEL ARE FOR PROGRAM SUPPORT 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 | $6,769,626 | ExpenseAmt |
| Revenue | $14,063,379 | RevenueAmt |
| Desc | MEETINGS/CONFERENCES:THE MEETING PROGRAM REPRESENTS THE REVENUES AND EXPENSES RELATED TO ULI'S SPRING AND FALL ANNUAL MEETINGS WHILE THE CONFERENCE PROGRAM FOCUSES ON DEVELOPMENT TOPICS OF IMMEDIATE INTEREST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,055,163 | ExpenseAmt |
| Revenue | $1,418,206 | RevenueAmt |
| Desc | CONTENT-AREAS OF CONTENT FOCUS:THE ULI TERWILLIGER CENTER FOR WORKFORCE HOUSING SUPPORTS DEVELOPMENT OF HOUSING AFFORDABLE TO MODERATE- INCOME WORKERS. ESTABLISHED IN 2007, THE CENTER WILL IDENTIFY AND ELIMINATE BARRIERS TO WORKFORCE HOUSING PRODUCTION BY RAISING AWARENESS OF THE AFFORDABILITY GAP AND ADVOCATING CHANGES IN PUBLIC POLICY.ULI'S EUROPEAN RESEARCH CENTER OVERSEES STRATEGY AND DELIVERY FOR BROAD RANGE OF PROJECTS IN EUROPE.THE ULI/DANIEL ROSE CENTER FOR PUBLIC LEADERSHIP IN LAND USE WAS ESTABLISHED IN 2009. ITS MISSION IS TO EMPOWER LEADERS IN THE PUBLIC SECTOR TO ENVISION, BUILD AND SUSTAIN SUCCESSFUL 21ST CENTURY COMMUNITIES BY PROVIDING ACCESS TO INFORMATION, BEST PRACTICES, PEER NETWORKS AND OTHER RESOURCES TO FOSTER CREATIVE, EFFICIENT AND SUSTAINABLE LAND USE PRACTICES.THE CAPITAL MARKETS CENTER MISSION IS TO PROVIDE LEADERSHIP IN FOSTERING AND ENHANCING A HEALTHY AND PRODUCTIVE REAL ESTATE INDUSTRY AND REAL ESTATE CAPITAL MARKETS SECTOR THAT IN TURN PROMOTE THRIVING AND SUSTAINABLE COMMUNITIES AND REAL ESTATE MARKETS WORLDWIDE, THROUGH RESEARCH, TREND ANALYSIS, EDUCATION, EVENTS, PUBLICATIONS, WEBSITES AND WEB-BASED RESOURCES, AND THROUGH LEADERSHIP.THE CENTER FOR SUSTAINABILITY ENCOMPASSES ULI'S CLIMATE CHANGE, LAND USE AND ENERGY (CLUE) INITIATIVE WHICH CONDUCTS RESEARCH AND PROGRAMMING ACROSS PRIMARY TOPIC AREAS INCLUDING: 1) THE CHANGING NATURE OF BUSINESS PRACTICES AT THE NEXUS OF FINANCE, ENERGY AND BUILDINGS, 2) NEW FORMS OF PUBLIC-PRIVATE PARTNERSHIPS THAT ALIGN REAL ESTATE WITH A NEW GENERATION OF PUBLIC BENEFITS, AND 3) THE EMERGING ROLE OF NEW TECHNOLOGIES IN TRANSFORMING LOCAL MARKETS TO ACHIEVE COMMUNITY SUSTAINABILITY GOALS.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.THE ULI GREENPRINT CENTER IS A CATALYST FOR CHANGE, TAKING MEANINGFUL, IMMEDIATE AND MEASUREABLE 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.BUILDING HEALTHY PLACES LEVERAGES THE POWER OF ULI'S GLOBAL NETWORKS TO SHAPE PROJECTS AND PLACES IN WAYS THAT IMPROVE THE HEALTH OF PEOPLE AND COMMUNITIES. THIS PROGRAM WAS SELECTED BY THE BOARD OF DIRECTORS TO BE A FOCUS PROGRAM FOR A TWO-YEAR TIMEFRAME.ULI IS IN THE PROCESS OF ESTABLISHING A PROGRAM IN SHANGHAI, CHINA, WORKING TOWARDS CREATING A NATIONAL COUNCIL THAT WILL BE BASED IN SHANGHAI TO SUPPORT THE GROWING MEMBERSHIP IN THE REGION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $2,171,153 | $12,928,461 | MEMBERSHIP SERVICES:THE REVENUES OF THIS PROGRAM REPRESENT THE MEMBERSHIP DUES FROM MEMBERS. THE EXPENSES RELATE TO MEMBERSHIP RECRUITMENT AND RETENTION EFFORTS, AS WELL AS ORDER PROCESSING AND FULL MEMBER ADMISSIONS ACTIVITIES. | |
| $2,508,285 | $2,779,745 | PUBLISHING/URBAN LAND MAGAZINE:PUBLISHING REPRESENTS THE SALES AND RELATED EXPENSES OF ULI'S BOOK PUBLISHING PROGRAM. THE URBAN LAND MAGAZINE IS A SIGNIFICANT MEMBERSHIP BENEFIT. IT PROMOTES ULI'S VISION AND MISSION BY PUBLISHING ON LAND USE POLICY AND REAL ESTATE PRACTICE, EDUCATING TO IMPROVE THE TOTAL ENVIRONMENT, AND ESTABLISHING ULI AS AN INFLUENTIAL INDUSTRY VOICE AND LEADER. | |
| $1,575,963 | $1,305,534 | PRODUCT COUNCILS:ULI COUNCILS PROVIDE A FORUM FOR INFORMATION EXCHANGE ON THE STATE-OF-THE-ART OF A VARIETY OF DEVELOPMENT SECTORS. MEMBERSHIP IS BY APPOINTMENT AND LIMITED TO FULL MEMBERS. ULI CURRENTLY HAS 49 DOMESTIC AND 5 GLOBAL COUNCILS, FOCUSING ON AREAS OF ACTIVITY IN DEVELOPMENT PRODUCTS, DEVELOPMENT PROCESSES, AND INTERNATIONAL ISSUES. | |
| $812,730 | $762,685 | PROFESSIONAL DEVELOPMENT:THIS DEPARTMENT CONTAINS THE ACTIVITIES OF ULI'S CONTINUING EDUCATION PROGRAMS. | |
| $1,581,886 | $1,875,219 | 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. | |
| $2,308,789 | $50,044 | COMMUNICATIONS/VIRTUAL ULI:THIS INCLUDES INTERNAL AND EXTERNAL COMMUNICATIONS PROGRAMS - MEDIA RELATIONS, BRANDING, CORPORATE COMMUNICATIONS, AND WEB PAGE SUPPORT. | |
| $35,439 | INVESTMENTS:ULI'S INVESTMENTS PRIMARY PURPOSE IS TO PROVIDE A READILY ACCESSIBLE SOURCE OF CASH IN THE EVENT OF AN ECONOMIC DOWNTURN. PRESERVATION OF CAPITAL AND LIQUIDITY ARE THE PARAMOUNT FEATURES OF THIS INVESTMENT PROGRAM. THE TIME HORIZON OF THESE INVESTMENTS THEREFORE HAS TO BE SHORT TO INTERMEDIATE TERM, WITH A RELATIVELY LOW RISK PROFILE. | ||
| $760,441 | $80,425 | AWARDS:ULI IS WIDELY RECOGNIZED AS THE PREEMINENT VOICE FOR ENCOURAGING AND FOSTERING HIGH STANDARDS OF LAND USE PLANNING AND REAL ESTATE DEVELOPMENT. ULI CELEBRATES THE PEOPLE AND PROJECTS THAT EMBODY BEST PRACTICE THROUGH 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. | $136,000 |
| $843,371 | ULI FOUNDATION:ULIF TRANSFERS 100% OF FUNDS RAISED THROUGH THE ANNUAL FUND PROGRAM TO ULI TO SUPPORT ONGOING ULI PROGRAMS. IN RETURN, ULI ADDS TO ITS ANNUAL BUDGET ALL ULIF OPERATING EXPENSES THROUGH THE FORM OF A CONTRIBUTION TO ULIF. | $843,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,598,057 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $979,371 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $19,782,113 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $49,592,515 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 203 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 221 | 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 | AE | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026247000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 THOMAS JEFFERSON STREET N W NO | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LYNN THURBER | ||||||||||
| CHAIR | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT C LIEBER | ||||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH F AZRACK | ||||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| PETER S RUMMELL | ||||||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JAMES J CURTIS | ||||||||||
| ULI FOUNDATION CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| RAYMOND CHOW | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| MICHAEL D FASCITELLI | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| HAMID R MOGHADAM | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| STEPHEN P NAVARRO | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEREMEY NEWSUM | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROGER G ORF | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| DIANA REID | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| RANDALL K ROWE | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| OWEN D THOMAS | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN H ZEHNER | ||||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| PATRICK L PHILLIPS | ||||||||||
| CEO | 35.50 | Yes (X) | Yes (X) | $664,291 | $0 | $17,768 | 2.00 | |||
| CHERYL G CUMMINS | ||||||||||
| EXECUTIVE OFFICER | 37.50 | Yes (X) | $410,392 | $0 | $20,020 | |||||
| MICHAEL J TERSECK | ||||||||||
| CFO | 37.50 | Yes (X) | $380,198 | $0 | $16,576 | |||||
| JOSEPH MONTGOMERY | ||||||||||
| CHIEF EXECUTIVE, EMEA | 37.50 | Yes (X) | $337,550 | $0 | $2,458 | |||||
| JOHN P FITZGERALD | ||||||||||
| CHIEF EXECUTIVE ASIA | 37.50 | Yes (X) | $275,540 | $0 | $21,918 | |||||
| MARILEE UTTER | ||||||||||
| EXECUTIVE VICE PRESIDENT | 37.50 | $273,854 | $0 | $20,938 | Yes (X) | |||||
| LELA AGNEW | ||||||||||
| EXECUTIVE VICE PRESIDENT | 37.50 | $245,893 | $0 | $13,897 | Yes (X) | |||||
| DAVID HOWARD | ||||||||||
| EXECUTIVE VICE PRESIDENT | 37.50 | $233,868 | $0 | $22,236 | Yes (X) | |||||
| MARY BETH CORRIGAN | ||||||||||
| SENIOR VICE PRESIDENT | 37.50 | $204,558 | $0 | $11,769 | Yes (X) | |||||
| LORI G HATCHER | ||||||||||
| SENIOR VICE PRESIDENT | 37.50 | $187,166 | $0 | $10,264 | Yes (X) | |||||
| KATHLEEN CAREY | ||||||||||
| CCO | 37.50 | $345,425 | $0 | $2,617 | Yes (X) | |||||
| MAUREEN L MCAVEY | ||||||||||
| FELLOW | 37.50 | $216,064 | $0 | $16,109 | Yes (X) | |||||
| THOMAS MURPHY | ||||||||||
| FELLOW | 37.50 | $201,134 | $0 | $11,748 | Yes (X) | |||||
| GAYLE L BERENS | ||||||||||
| SENIOR VICE PRESIDENT | 37.50 | $191,104 | $0 | $17,078 | Yes (X) | |||||
| MICHAEL L HORST | ||||||||||
| FELLOW | 37.50 | $192,933 | $0 | $16,981 | Yes (X) | |||||
| DEBRA L THROCKMORTON | ||||||||||
| SENIOR VICE PRESIDENT | 37.50 | $190,760 | $0 | $14,372 | Yes (X) | |||||
| RICHARD ROSAN | ||||||||||
| FORMER PRESIDENT, ULI FOUNDATION | 0.00 | $278,372 | $0 | $10,881 | 37.50 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,829,102 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $247,630 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 62 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN AUDIO VISUAL SOLUTIONS | |||||
| PO BOX 650519 | DALLAS | TX | 752650519 | MEETING AUDIOVISUAL CONSULTING | $1,269,850 |
| RELIANCE TELESERVICE | |||||
| 1510 RITCHIE HWY STE 204 | ARNOLD | MD | 21012 | CUSTOMER SERVICE | $896,502 |
| THE BASTIAN GROUP | |||||
| 90 MADISON STREET SUITE 103 | DENVER | CO | 80206 | MEETING LOGISTICS CONSULTING | $696,114 |
| MCCARTHY MCSHERRY & ASSOCIATES | |||||
| 1700 WEST IRVING PARK ROAD SUITE 2 | CHICAGO | IL | 60613 | MEETING, EVENT & MANAGEMENT SERVICES | $496,927 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 752650036 | MEETING DECORATING CONSULTING | $467,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,071,950 | RelatedOrganizationsAmt |
| Total Contributions | $7,071,950 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DISTRICT COUNCILS | 900099 | $19,850,240 | $19,850,240 | |
| MEETINGS & CONFERENCES | 900099 | $14,063,379 | $14,063,379 | |
| MEMBERSHIP DUES | 900099 | $12,928,461 | $12,928,461 | |
| PUB./URBAN LAND MAG. | 541800 | $2,779,745 | $1,084,493 | $1,695,252 |
| ADVISORY SERVICES | 900099 | $1,875,219 | $1,875,219 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,616,894 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,616,894 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $55,113,938 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,107 | TotalRevenueColumnAmt |
| Exclusion | $86,107 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,313,064 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,173,585 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,479 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,479 | TotalRevenueColumnAmt |
| Exclusion | $139,479 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,411,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,418,686 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,695,252 | UnrelatedBusinessRevenueAmt |
| Exclusion | $225,586 | 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 | $861,871 | TotalAmt |
| Program Services | $861,871 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,979 | TotalAmt |
| Program Services | $142,979 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,389,588 | TotalAmt |
| Program Services | $1,403,612 | ProgramServicesAmt |
| Management And General | $1,850,656 | ManagementAndGeneralAmt |
| Fundraising | $135,320 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,464,933 | TotalAmt |
| Program Services | $12,029,729 | ProgramServicesAmt |
| Management And General | $1,936,543 | ManagementAndGeneralAmt |
| Fundraising | $498,661 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,315 | TotalAmt |
| Program Services | $592,358 | ProgramServicesAmt |
| Management And General | $167,001 | ManagementAndGeneralAmt |
| Fundraising | $27,956 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,583 | TotalAmt |
| Program Services | $1,178,662 | ProgramServicesAmt |
| Management And General | $332,294 | ManagementAndGeneralAmt |
| Fundraising | $55,627 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,769 | TotalAmt |
| Program Services | $856,784 | ProgramServicesAmt |
| Management And General | $241,549 | ManagementAndGeneralAmt |
| Fundraising | $40,436 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,400 | TotalAmt |
| Program Services | $383 | ProgramServicesAmt |
| Management And General | $114,017 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,529 | TotalAmt |
| Program Services | $29,319 | ProgramServicesAmt |
| Management And General | $125,210 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,439 | TotalAmt |
| Program Services | $35,439 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,397,796 | TotalAmt |
| Program Services | $9,043,831 | ProgramServicesAmt |
| Management And General | $1,163,686 | ManagementAndGeneralAmt |
| Fundraising | $190,279 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,885 | TotalAmt |
| Program Services | $50,597 | ProgramServicesAmt |
| Management And General | $28,788 | ManagementAndGeneralAmt |
| Fundraising | $1,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,024,095 | TotalAmt |
| Program Services | $1,797,655 | ProgramServicesAmt |
| Management And General | $186,485 | ManagementAndGeneralAmt |
| Fundraising | $39,955 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,392 | TotalAmt |
| Program Services | $64,900 | ProgramServicesAmt |
| Management And General | $1,213,492 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,619,441 | TotalAmt |
| Program Services | $1,194,392 | ProgramServicesAmt |
| Management And General | $345,438 | ManagementAndGeneralAmt |
| Fundraising | $79,611 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,504,341 | TotalAmt |
| Program Services | $2,152,407 | ProgramServicesAmt |
| Management And General | $305,530 | ManagementAndGeneralAmt |
| Fundraising | $46,404 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,555 | TotalAmt |
| Program Services | $98,555 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,473,233 | TotalAmt |
| Program Services | $10,154,345 | ProgramServicesAmt |
| Management And General | $217,935 | ManagementAndGeneralAmt |
| Fundraising | $100,953 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $997,163 | TotalAmt |
| Program Services | $770,473 | ProgramServicesAmt |
| Management And General | $184,231 | ManagementAndGeneralAmt |
| Fundraising | $42,459 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,456 | TotalAmt |
| Program Services | $37,300 | ProgramServicesAmt |
| Management And General | $173,156 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DISTRICT COUNCIL DUES S | $3,117,319 | $3,117,319 | ||
| DISTRICT COUNCIL ADMINI | $2,134,311 | $2,134,311 | ||
| CREDIT CARD FEES | $673,673 | $672,306 | $1,452 | -$85 |
| MEMBER RECOGNITION | $464,899 | $391,299 | $4,012 | $69,588 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,829 | TotalAmt |
| Program Services | $781,689 | ProgramServicesAmt |
| Management And General | $18,313 | ManagementAndGeneralAmt |
| Fundraising | $7,827 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,538,794 | TotalAmt |
| Program Services | $49,592,515 | ProgramServicesAmt |
| Management And General | $8,609,788 | ManagementAndGeneralAmt |
| Fundraising | $1,336,491 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,196,259 | BOYAmt |
| EOY | $9,614,520 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,310 | BOYAmt |
| EOY | $1,478,102 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,662 | BOYAmt |
| EOY | $213,217 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $982,106 | BOYAmt |
| EOY | $1,147,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,833,595 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,590,562 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,031,436 | BOYAmt |
| EOY | $1,243,033 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,388,980 | BOYAmt |
| EOY | $3,471,953 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,714 | BOYAmt |
| EOY | $800,864 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,099,720 | BOYAmt |
| EOY | $42,754,308 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,139,587 | BOYAmt |
| EOY | $60,723,578 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,401,777 | BOYAmt |
| EOY | $5,466,752 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,687,328 | BOYAmt |
| EOY | $10,361,962 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,573 | BOYAmt |
| EOY | $439,045 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,702,678 | BOYAmt |
| EOY | $16,267,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,456,553 | BOYAmt |
| EOY | $17,279,711 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,980,356 | BOYAmt |
| EOY | $27,176,108 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,436,909 | BOYAmt |
| EOY | $44,455,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,139,587 | BOYAmt |
| EOY | $60,723,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,872,680 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $146,230 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $17,957,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,071,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,384,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,062,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,000,411 | CurrentTaxYearAmt |
| Total | $92,477,095 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,396,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,872,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,411,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,001,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,490,225 | CurrentTaxYearAmt |
| Total | $172,172,320 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,353,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,944,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,795,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,064,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,490,636 | CurrentTaxYearAmt |
| Total | $264,649,415 | 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 | $264,649,415 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $207,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,107 | CurrentTaxYearAmt |
| Total | $642,316 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $207,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,107 | CurrentTaxYearAmt |
| Total | $642,316 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,560,790 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,071,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,895,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,187,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,576,743 | CurrentTaxYearAmt |
| Total | $265,291,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97150 | PublicSupportPY509Pct |
| Investment Income CY | 0.00240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00380 | 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 | $33,866,436 | BeginningYearBalanceAmt |
| Contributions | $25,440,881 | ContributionsAmt |
| Other Expenditures | $23,376,124 | OtherExpendituresAmt |
| End Year Balance | $35,931,193 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,899,541 | BeginningYearBalanceAmt |
| Contributions | $21,978,119 | ContributionsAmt |
| Other Expenditures | $21,011,224 | OtherExpendituresAmt |
| End Year Balance | $33,866,436 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,814,722 | BeginningYearBalanceAmt |
| Contributions | $20,458,072 | ContributionsAmt |
| Other Expenditures | $20,373,253 | OtherExpendituresAmt |
| End Year Balance | $32,899,541 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,994,045 | BeginningYearBalanceAmt |
| Contributions | $21,758,675 | ContributionsAmt |
| Other Expenditures | $16,937,998 | OtherExpendituresAmt |
| End Year Balance | $32,814,722 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,669,506 | BeginningYearBalanceAmt |
| Contributions | $17,256,213 | ContributionsAmt |
| Other Expenditures | $15,931,674 | OtherExpendituresAmt |
| End Year Balance | $27,994,045 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24370 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.75630 | 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 | $2,847,883 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,282,419 | DepreciationAmt |
| Book Value | $565,464 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,093,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,875,491 | DepreciationAmt |
| Book Value | $217,526 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,892,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,432,652 | DepreciationAmt |
| Book Value | $460,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,243,033 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $9,429 |
| TRANSFER TO THE ULI FOUNDATION | $10,000,000 |
| BENEFICIAL INTEREST IN ULI FOUNDATION | $27,130,787 |
| DUE FROM ULI FOUNDATION | $5,614,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $42,754,308 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $439,045 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $439,045 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,567,282 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $146,230 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $45,017 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $191,247 | RevenueNotReportedAmt |
| Revenue Subtotal | $62,376,035 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,439 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $35,439 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,411,474 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $59,548,372 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $45,017 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $45,017 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,503,355 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,439 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $35,439 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $59,538,794 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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. TEMPORARILY 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, 2014 AND 2013. ULI AND ULIF ARE NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AT JUNE 30, 2014 AND 2013. GENERALLY, ULI AND ULIF ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES BEFORE 2011. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 2 | 4 | PROGRAM SERVICES | SEE PART V FOR DESCRIPTION OF ACTIVITIES IN THE REGION | $2,927,032 |
| EUROPE | 2 | 10 | PROGRAM SERVICES | SEE PART V FOR DESCRIPTION OF ACTIVITIES IN THE REGION | $4,347,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 14 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Subtotal Spent | $7,274,824 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,274,824 | TotalSpentAmt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 3(E),DESCRIPTIONS OF ACTIVITIES IN ASIA: | THIS REGION COVERS 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, 2014 ASIA MEMBERSHIP TOTALED 1,655. - IT HELD 3 CONFERENCES (SUMMER, WINTER AND SPRING) IN TOKYO JAPAN, AND 1 IN HONG KONG. - IT CONDUCTED 1 ADVISORY SERVICE PANEL IN THE SANYA CHINA. - IT PUBLISHED AN EMERGING TRENDS IN REAL ESTATE ASIA PACIFIC, 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. |
| SCHEDULE F, PART I, LINE 3(E),DESCRIPTIONS OF ACTIVITIES IN EUROPE: | MEMBERSHIP-GROW MEMBERSHIP WHILE MAINTAINING EXISTING MEMBERS, PROVIDING THEM WITH THE ULI EXPERIENCE WHICH IS AN OPEN EXCHANGE OF IDEAS, NETWORKING OPPORTUNITIES, AND THE ABILITY TO WORK WITH THE LEADERS OF THE LAND USE INDUSTRY: 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, 2014, ULI HAD 2,179 MEMBERS IN EUROPE. NATIONAL COUNCILS-THE PURPOSE OF THE NATIONAL COUNCILS 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 DISTRICT COUNCILS. ULI HAS 16 NATIONAL COUNCILS IN EUROPE EITHER IN DEVELOPMENT OR GROWING. PRODUCT COUNCILS-ULI 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 ANNUAL CONFERENCE IN PARIS WHICH COVERS INTERNATIONAL REAL ESTATE FINANCE AND INVESTMENT, AN ANNUAL LEADERSHIP RETREAT, AND ONE TOPICAL/TRENDS CONFERENCES. PUBLISHING-PRODUCES AN ANNUAL EMERGING TRENDS IN REAL ESTATE EUROPE REPORT. THIS REPORT IS PUBLISHED BY THE URBAN LAND INSTITUTE (ULI) AND PRICEWATERHOUSECOOPERS 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. EUROPE CONDUCTED ONE ADVISORY SERVICE PANEL IN MILAN ITALY. DEVELOPMENT-THIS DEPARTMENT HAS THE RESPONSIBILITY OF RAISING THE SPONSORSHIP FUNDS FOR ALL EUROPE'S CONFERENCES/PROGRAMS. AREA OF 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULI FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 THOMAS JEFFERSON ST NW STE 500 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237133957 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $843,371 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AWARDS FOR HINES STUDENT DESIGN COMPETITION | 20 | $75,000 |
| JC NICHOLS AWARD | 1 | $50,000 |
| DISTRICT COUNCIL URBAN PLAN PROGRAM | 50 | $4,542 |
| DISTRICT COUNCILS HINES COMPETITIONS | 13 | $4,155 |
| AUSTIN DISTRICT COUNCIL-STEVE LEBLANC SCHOLARS | 2 | $1,000 |
| ULI SAN FRANCISCO/MULBERRY AWARDS | 50 | $1,580 |
| ULI DETROIT/JEFF BLAU SCHOLARSHIP | 5 | $5,000 |
| DISTRICT COUNCILS FALL MEETING SCHOLARSHIPS | 3 | $717 |
| ULI MINNESOTA/LAMPI SCHOLARSHIP | 1 | $485 |
| ULI APGAR AWARD 2014 | 1 | $500 |
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). THE ONE PROGRAM, COMMUNITY ACTION GRANTS, IS A GRANT PROGRAM. DOCUMENTATION REGARDING COMMUNITY ACTION GRANT PROGRAM PROVIDED WITH 2008 FORM FILING. NO CHANGES TO PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK L PHILLIPS | ||||||||||||||
| CEO | $570,391 | $0 | $80,000 | $0 | $13,900 | $0 | $15,300 | $0 | $2,468 | $0 | $682,059 | $0 | $0 | $0 |
| CHERYL G CUMMINS | ||||||||||||||
| EXECUTIVE OFFICER | $352,251 | $0 | $40,000 | $0 | $18,141 | $0 | $15,300 | $0 | $4,720 | $0 | $430,412 | $0 | $0 | $0 |
| MICHAEL J TERSECK | ||||||||||||||
| CFO | $320,811 | $0 | $40,000 | $0 | $19,387 | $0 | $15,300 | $0 | $1,276 | $0 | $396,774 | $0 | $0 | $0 |
| JOSEPH MONTGOMERY | ||||||||||||||
| CHIEF EXECUTIVE, EMEA | $246,010 | $0 | $26,044 | $0 | $65,496 | $0 | $0 | $0 | $2,458 | $0 | $340,008 | $0 | $0 | $0 |
| JOHN P FITZGERALD | ||||||||||||||
| CHIEF EXECUTIVE ASIA | $141,911 | $0 | $8,190 | $0 | $125,439 | $0 | $9,302 | $0 | $18,116 | $0 | $302,958 | $0 | $0 | $0 |
| MARILEE UTTER | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $254,082 | $0 | $17,000 | $0 | $2,772 | $0 | $15,300 | $0 | $5,638 | $0 | $294,792 | $0 | $0 | $0 |
| LELA AGNEW | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $229,893 | $0 | $15,310 | $0 | $690 | $0 | $13,897 | $0 | $1,731 | $0 | $261,521 | $0 | $0 | $0 |
| DAVID HOWARD | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $219,768 | $0 | $13,620 | $0 | $480 | $0 | $6,881 | $0 | $15,355 | $0 | $256,104 | $0 | $0 | $0 |
| MARY BETH CORRIGAN | ||||||||||||||
| SENIOR VICE PRESIDENT | $194,902 | $0 | $8,630 | $0 | $1,026 | $0 | $11,694 | $0 | $75 | $0 | $216,327 | $0 | $0 | $0 |
| LORI G HATCHER | ||||||||||||||
| SENIOR VICE PRESIDENT | $171,069 | $0 | $8,280 | $0 | $7,817 | $0 | $10,264 | $0 | $0 | $0 | $197,430 | $0 | $0 | $0 |
| KATHLEEN CAREY | ||||||||||||||
| CCO | $272,491 | $0 | $18,070 | $0 | $54,864 | $0 | $2,542 | $0 | $75 | $0 | $348,042 | $0 | $0 | $0 |
| MAUREEN L MCAVEY | ||||||||||||||
| FELLOW | $210,670 | $0 | $0 | $0 | $5,394 | $0 | $12,716 | $0 | $3,393 | $0 | $232,173 | $0 | $0 | $0 |
| THOMAS MURPHY | ||||||||||||||
| FELLOW | $195,800 | $0 | $0 | $0 | $5,334 | $0 | $11,748 | $0 | $0 | $0 | $212,882 | $0 | $0 | $0 |
| GAYLE L BERENS | ||||||||||||||
| SENIOR VICE PRESIDENT | $182,648 | $0 | $6,590 | $0 | $1,866 | $0 | $11,185 | $0 | $5,893 | $0 | $208,182 | $0 | $0 | $0 |
| MICHAEL L HORST | ||||||||||||||
| FELLOW | $181,039 | $0 | $6,500 | $0 | $5,394 | $0 | $11,089 | $0 | $5,893 | $0 | $209,915 | $0 | $0 | $0 |
| DEBRA L THROCKMORTON | ||||||||||||||
| SENIOR VICE PRESIDENT | $181,724 | $0 | $8,010 | $0 | $1,026 | $0 | $10,979 | $0 | $3,393 | $0 | $205,132 | $0 | $0 | $0 |
| RICHARD ROSAN | ||||||||||||||
| FORMER PRESIDENT, ULI FOUNDATION | $228,436 | $0 | $25,000 | $0 | $24,936 | $0 | $8,827 | $0 | $2,054 | $0 | $289,253 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | RICHARD ROSAN - HOUSING ALLOWANCE $14,423, TAXABLE COMPENSATION JOHN P FITZGERALD - FOREIGN HOUSING ALLOWANCE $71,125, TAXABLE COMPENSATION KATHLEEN CAREY - HOUSING ALLOWANCE $39,413, 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, EXECUTIVE OFFICER, ULIF PRESIDENT, CHIEF EXECUTIVE EMEA, AND CHIEF EXECUTIVE ASIA, 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, EXECUTIVE OFFICER, ULIF PRESIDENT, AND CHIEF EXECUTIVE EMEA). 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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA LEITNER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAUGHTER OF THE FORMER ULI TREASURER, CHARLES LEITNER AND EMPLOYEE OF ULI | RelationshipDescriptionTxt |
| Transaction | $42,850 | TransactionAmt |
| Transaction | COMPENSATION FOR SERVICES RENDERED | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 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 BOARD OF DIRECTORS, THE ULIF BOARD OF DIRECTORS AND ULI LIFE TRUSTEES. THE BOARD OF DIRECTORS APPOINTS/APPROVES COMMENT CONT'D-THE ULI EUROPE CHAIRMN, THE ULI ASIA CHAIRMAN, AND THE ULI OPERATING COMMITTEE MEMBERS. THE FULL MEMBERS ELECT THE TRUSTEES (WHO ALSO SERVE AS THE MEMBERS OF ULIF). |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS IS ULI'S GOVERNING BODY. THE FOLLOWING ARE THINGS THEY MUST BRING TO THE TRUSTEES FOR ACTION: 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 11 | PROCESS FOR MAKING THE FINAL 990 AVAILABLE TO THE VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO ITS BEING FILED WITH THE IRS - AUDITORS WILL REVIEW THE 990 WITH THE AUDIT COMMITTEE - THE FINAL 990 WILL BE HOUSED IN A SECURE AREA OF THE ULI WEBSITE. - NOTICE OF THE LOCATION OF THE 990 WILL BE EMAILED TO EACH BOARD MEMBER AND THEY WILL BE ADVISED 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 EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON A REGULAR BASIS ULI RETAINS AN INDEPENDENT, OUTSIDE CONSULTANT TO REVIEW THE COMPENSATION FOR ITS EXECUTIVES. AS PART OF THIS PROCESS, THE CONSULTANT IDENTIFIES COMPARABLE ORGANIZATIONS AND OBTAINS THE MOST CURRENT COMPENSATION DATA AVAILABLE FOR THEM. THEN, THE CONSULTANT 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 | CONSULTING FEES: PROGRAM SERVICE EXPENSES 9,043,831. MANAGEMENT AND GENERAL EXPENSES 1,163,686. FUNDRAISING EXPENSES 190,279. TOTAL EXPENSES 10,397,796. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULI FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 THOMAS JEFFERSON ST NW STE 500 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| 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 | BusinessNameLine1 |
| 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 | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ULI FOUNDATION | ||
| B | $843,371 | CASH |
| ULI FOUNDATION | ||
| C | $5,869,918 | CASH |