URBAN LAND INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- URBAN LAND INSTITUTE (EIN 53-0159845)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-31
- IRS object ID
- 201330319349301128
- Schema version
- 2011v1.2
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-31T15:22:07-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530159845 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN LAND INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | URBA | NameControl |
| Phone | 2026247000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK L PHILLIPS | Name |
| Title | CEO | Title |
| Phone | 2026247000 | Phone |
| Date Signed | 2013-01-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICK L PHILLIPS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 57001580 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ULI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND IN CREATING AND SUSTAINING THRIVING COMMUNITIES WORLDWIDE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 171 | TotalNbrEmployees |
| Total Nbr Volunteers | 2811 | TotalNbrVolunteers |
| Total Gross UBI | 1398473 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -250 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10006642 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4088464 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 41196521 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49105924 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 396027 | InvestmentIncomePriorYear |
| Investment Income Current Year | 174521 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 51599190 | TotalRevenuePriorYear |
| Total Revenue Current Year | 53368909 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1237549 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1386647 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17700433 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18654968 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1240749 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27682597 | OtherExpensePriorYear |
| Other Expenses Current Year | 33136107 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 46620579 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53177722 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4978611 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 191187 | RevenuesLessExpensesCY |
| Total Assets BOY | 53584265 | TotalAssetsBOY |
| Total Assets EOY | 54470542 | TotalAssetsEOY |
| Total Liabilities BOY | 13460742 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14194969 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 40123523 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40275573 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND IN CREATING AND SUSTAINING THRIVING COMMUNITIES WORLDWIDE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20589948 | Expense |
| Grants | 29704 | Grants |
| Revenue | 17433092 | Revenue |
| Description | DISTRICT COUNCILS:THE PURPOSE OF THE DISTRICT 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 COUNCILS WHICH ARE ACCOUNTED FOR SEPARATELY WITHIN ULI, AS WELL AS, THE COSTS INCURRED BY ULI AT THE NATIONAL LEVEL TO SUPPORT THE DISTRICT COUNCIL 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6174312 | Expense |
| Revenue | 12746211 | Revenue |
| Description | 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, SUCH AS RESORT AND MASTER PLANNED COMMUNITIES, ENTERTAINMENT, AND INTERNATIONAL REAL ESTATE FINANCE AND INVESTMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5436209 | Expense |
| Grants | 1324 | Grants |
| Revenue | 2110319 | Revenue |
| Description | CENTERS-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 INCLUDING EMERGING TRENDS EUROPE, LESSEN, AND INFOBURSTS.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, ADVOCACY, AND THROUGH LEADERSHIP.THE INFRASTRUCTURE CENTER CONSIDERS THE ROLE OF INFRASTRUCTURE IN THE DEVELOPMENT AND OPERATIONS OF THE URBAN FORM. THERE ARE THREE MAJOR WORK STREAMS: ANALYSIS AND COMMENT ON FEDERAL POLICY AND FUNDING; DIRECT WORK WITH DISTRICT COUNCILS TO ASSIST THEM IN LAND USE PLANNING AND DEVELOPMENT, PARTICULARLY AROUND TRANSIT CORRIDOR DEVELOPMENT; AND RESEARCH AND PRODUCTION OF AN ANNUAL INFRASTRUCTURE REPORT WHICH CONSIDERS INFRASTRUCTURE ISSUES ON A WORLD WIDE BASIS.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 URBAN INVESTMENT NETWORK PROVIDES A FORUM FOR EXCHANGE OF KNOWLEDGE BETWEEN PUBLIC AND PRIVATE STAKEHOLDERS TO INCREASE THE LEVEL OF INVESTMENT IN URBAN DEVELOPMENT AND REGENERATION IN EUROPE.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. | Description |
Activity Other ActivityOther (11 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 2177941 | 2054956 | 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 INDUSTRYVOICE AND LEADER. | |
| 1841871 | 11296103 | 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. | |
| 1374672 | 1190566 | 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. | |
| 1317540 | 1000 | COMMUNICATIONS/VIRTUAL ULI:THIS INCLUDES INTERNAL AND EXTERNAL COMMUNICATIONS PROGRAMS-MEDIA RELATIONS, BRANDING, CORPORATE COMMUNICATIONS, AND WEB PAGE SUPPORT. | |
| 1275119 | 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. | 1275119 | |
| 1203561 | 1565832 | 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. | |
| 999527 | FELLOWS:SENIOR RESIDENT FELLOWS ARE EXPERTS IN THEIR RESPECTIVE FIELDS AND WORK CLOSELY WITH THE MOST INFLUENTIAL PEOPLE IN THE INDUSTRY. BY EXTERNALIZING ULI'S POLICY AND PRACTICE AGENDA, THE SENIOR RESIDENT FELLOWS POSITIONS ULI AT THE FOREFRONT OF POLICY DEBATES, AND DEVELOP AND BROADEN ULI'S REACH. | ||
| 710643 | 696936 | PROFESSIONAL DEVELOPMENT:THIS DEPARTMENT CONTAINS THE ACTIVITIES OF ULI'S CONTINUING EDUCATION PROGRAMS. | |
| 503752 | 119 | 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. | 80500 |
| 30153 | 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. | ||
| 10790 | ULI DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 11434779 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1355619 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 16816302 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 43635248 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 226 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 171 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | BE | NameOfForeignCountry |
| Name Of Foreign Country | HK | NameOfForeignCountry |
| Name Of Foreign Country | AE | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL TERSECK ULI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026247000 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PETER S RUMMELL | ||||||||
| CHAIRMAN | 7.50 | X | X | 0 | 0 | 0 | ||
| LYNN THURBER | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| CHARLES B LEITNER | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| JAMES D KLINGBEIL | ||||||||
| ULI FOUNDATION CHAIR | 2.00 | X | 0 | 0 | 0 | |||
| SCOTT D MALKIN | ||||||||
| CHAIRMAN OF ULI EUROPE | 2.00 | X | 0 | 0 | 0 | |||
| JEREMY NEWSUM | ||||||||
| IMMEDIATE PAST CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH F AZRACK | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| RANDALL BONE | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| RAYMOND CHOW | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL D FASCITELLI | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT C LIEBER | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| TODD W MANSFIELD | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| HAMID R MOGHADAM | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JOHN H ZEHNER | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| PATRICK L PHILLIPS | ||||||||
| CEO | 38.00 | X | X | 568509 | 0 | 36464 | ||
| RICHARD ROSAN | ||||||||
| PRESIDENT, ULI FOUNDATION | 38.00 | X | 413038 | 0 | 23956 | |||
| CHERYL G CUMMINS | ||||||||
| EXECUTIVE OFFICER | 38.00 | X | 447789 | 0 | 24618 | |||
| MICHAEL TERSECK | ||||||||
| CFO | 38.00 | X | 333952 | 0 | 16758 | |||
| JOSEPH MONTGOMERY | ||||||||
| PRESIDENT, EMEA | 38.00 | X | 235789 | 0 | 713 | |||
| JOHN FITZGERALD | ||||||||
| SENIOR VICE PRESIDENT-ASIA | 38.00 | 234050 | 0 | 31420 | X | |||
| DAVID HOWARD | ||||||||
| EXECUTIVE VICE PRESIDENT | 38.00 | 222144 | 0 | 33612 | X | |||
| PAMELA PATENAUDE | ||||||||
| EXECUTIVE DIRECTOR | 38.00 | 210630 | 0 | 30649 | X | |||
| MARY BETH CORRIGAN | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 186775 | 0 | 11047 | X | |||
| MICHAEL HORST | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 185333 | 0 | 23469 | X | |||
| GAYLE BERENS | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 181675 | 0 | 22395 | X | |||
| LORI HATCHER | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 173521 | 0 | 9749 | X | |||
| SUZAN YUNGNER | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 168636 | 0 | 15051 | X | |||
| DEAN SCHWANKE | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 163845 | 0 | 31027 | X | |||
| UWE BRANDES | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 150689 | 0 | 28442 | X | |||
| MAUREEN MCAVEY | ||||||||
| FELLOW | 38.00 | 248154 | 0 | 22815 | X | |||
| MARTA GOLDSMITH | ||||||||
| SENIOR VICE PRESIDENT | 38.00 | 211085 | 0 | 16911 | X | |||
| EDWARD MCMAHON | ||||||||
| FELLOW | 38.00 | 204072 | 0 | 34331 | X | |||
| THOMAS MURPHY | ||||||||
| FELLOW | 38.00 | 198634 | 0 | 10921 | X | |||
| STEPHEN BLANK | ||||||||
| FELLOW | 38.00 | 190635 | 0 | 35967 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4928955 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 460315 | TotalOtherCompensation |
| Number Individuals GT100 K | 56 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RELIANCE TELESERVICE | |||||
| 1510 RITCHIE HWY STE 204 | ARNOLD | MD | 21012 | CUSTOMER SERVICE | 1035227 |
| FREEMAN AUDIO VISUAL SOLUTIONS | |||||
| PO BOX 650519 | DALLAS | TX | 752650519 | MEETING AUDIOVISUAL CONSULTING | 768192 |
| THE BASTIAN BROUP | |||||
| PO BOX 3610 | EVERGREEN | CO | 84037 | MEETING LOGISTICS CONSULTING | 597407 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 752650036 | MEETING DECORATING CONSULTING | 444338 |
| MCCARTHY MCSHERRY & ASSOCIATES | |||||
| 1700 WEST IRVING PARK RD STE 208 | CHICAGO | IL | 60613 | MEETING, EVENT & MANAGEMENT SERVICES | 312163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Related Organizations | 4088464 | RelatedOrganizations |
| Total Contributions | 4088464 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| DISTRICT COUNCILS | 900099 | 17433092 | 17433092 | |
| MEETINGS & CONFERENCES | 900099 | 12746211 | 12746211 | |
| MEMBERSHIP DUES | 900099 | 11296103 | 11296103 | |
| CENTERS | 900099 | 2110319 | 2110319 | |
| PUB./URBAN LAND MAG. | 541800 | 2054956 | 656483 | 1398473 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3465243 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3465243 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49105924 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99687 | TotalRevenueColumn |
| Exclusion | $99,687 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3707505 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3632671 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 74834 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74834 | TotalRevenueColumn |
| Exclusion | $74,834 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53368909 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47707451 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1398473 | UnrelatedBusinessRevenue |
| Exclusion | $174,521 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1296744 | Total |
| Program Services | 1296744 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89903 | Total |
| Program Services | 89903 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3202507 | Total |
| Program Services | 1294053 | ProgramServices |
| Management And General | 1759433 | ManagementAndGeneral |
| Fundraising | 149021 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12279960 | Total |
| Program Services | 9932654 | ProgramServices |
| Management And General | 1874178 | ManagementAndGeneral |
| Fundraising | 473128 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746436 | Total |
| Program Services | 541259 | ProgramServices |
| Management And General | 175182 | ManagementAndGeneral |
| Fundraising | 29995 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1449792 | Total |
| Program Services | 1051278 | ProgramServices |
| Management And General | 340256 | ManagementAndGeneral |
| Fundraising | 58258 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976273 | Total |
| Program Services | 707919 | ProgramServices |
| Management And General | 229123 | ManagementAndGeneral |
| Fundraising | 39231 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197566 | Total |
| Program Services | 1348 | ProgramServices |
| Management And General | 196218 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115916 | Total |
| Management And General | 115916 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30153 | Total |
| Program Services | 30153 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8611267 | Total |
| Program Services | 7223837 | ProgramServices |
| Management And General | 1242970 | ManagementAndGeneral |
| Fundraising | 144460 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54466 | Total |
| Program Services | 43734 | ProgramServices |
| Management And General | 10732 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2131557 | Total |
| Program Services | 1804759 | ProgramServices |
| Management And General | 284246 | ManagementAndGeneral |
| Fundraising | 42552 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 798815 | Total |
| Program Services | 94707 | ProgramServices |
| Management And General | 704108 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1658444 | Total |
| Program Services | 1136015 | ProgramServices |
| Management And General | 433356 | ManagementAndGeneral |
| Fundraising | 89073 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2034869 | Total |
| Program Services | 1682698 | ProgramServices |
| Management And General | 327715 | ManagementAndGeneral |
| Fundraising | 24456 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104022 | Total |
| Program Services | 104022 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9468013 | Total |
| Program Services | 9192269 | ProgramServices |
| Management And General | 173506 | ManagementAndGeneral |
| Fundraising | 102238 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981865 | Total |
| Program Services | 712519 | ProgramServices |
| Management And General | 223423 | ManagementAndGeneral |
| Fundraising | 45923 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186506 | Total |
| Program Services | 46945 | ProgramServices |
| Management And General | 139561 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DISTRICT COUNCIL DUES S | 2471841 | 2471841 | ||
| DISTRICT COUNCIL ADMINI | 2417001 | 2417001 | ||
| CREDIT CARD FEES | 601781 | 593967 | 5010 | 2804 |
| MEMBER RECOGNITION | 445328 | 397806 | 11019 | 36503 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 826697 | Total |
| Program Services | 767817 | ProgramServices |
| Management And General | 55773 | ManagementAndGeneral |
| Fundraising | 3107 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53177722 | Total |
| Program Services | 43635248 | ProgramServices |
| Management And General | 8301725 | ManagementAndGeneral |
| Fundraising | 1240749 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 400 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6182440 | BOY |
| EOY | 7281036 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 956753 | BOY |
| EOY | 1072611 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272006 | BOY |
| EOY | 220775 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 822513 | BOY |
| EOY | 821353 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9679470 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6978365 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3304931 | BOY |
| EOY | 2701105 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3625249 | BOY |
| EOY | 3920185 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38419973 | BOY |
| EOY | 38453077 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53584265 | BOY |
| EOY | 54470542 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4890279 | BOY |
| EOY | 4629264 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7679336 | BOY |
| EOY | 8802445 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 891127 | BOY |
| EOY | 763260 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13460742 | BOY |
| EOY | 14194969 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12729079 | BOY |
| EOY | 14124667 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27394444 | BOY |
| EOY | 26150906 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40123523 | BOY |
| EOY | 40275573 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53584265 | BOY |
| EOY | 54470542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 191187 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -39137 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21718104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22325568 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17957317 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21071906 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15384567 | CurrentTaxYear |
| Total | 98457462 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41661535 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34201618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29396005 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28872908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36411348 | CurrentTaxYear |
| Total | 170543414 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63379639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56527186 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47353322 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49944814 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51795915 | CurrentTaxYear |
| Total | 269000876 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1520330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1540000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 524000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1400000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1550000 | CurrentTaxYear |
| Total | 6534330 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1520330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1540000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 524000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1400000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1550000 | CurrentTaxYear |
| Total | 6534330 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 262466546 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 469080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 447742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 207468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99687 | CurrentTaxYear |
| Total | 1350726 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69815 | CurrentTaxYearMinus4Years |
| Total | 69815 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 538895 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 447742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 207468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99687 | CurrentTaxYear |
| Total | 1420541 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63918534 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56974928 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47560790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50071563 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51895602 | CurrentTaxYear |
| Total | 270421417 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97060 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97070 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00530 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00690 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32814722 | BeginningOfYearBalance |
| Contributions | 20458072 | Contributions |
| Other Expenditures | 20373253 | OtherExpenditures |
| End Of Year Balance | 32899541 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27994045 | BeginningOfYearBalance |
| Contributions | 21758675 | Contributions |
| Other Expenditures | 16937998 | OtherExpenditures |
| End Of Year Balance | 32814722 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26669506 | BeginningOfYearBalance |
| Contributions | 17256213 | Contributions |
| Other Expenditures | 15931674 | OtherExpenditures |
| End Of Year Balance | 27994045 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24840519 | BeginningOfYearBalance |
| Contributions | 21548823 | Contributions |
| Other Expenditures | 19719836 | OtherExpenditures |
| End Of Year Balance | 26669506 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.20510 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.79490 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2867630 | OtherCostOrOtherBasis |
| Depreciation | 1731587 | Depreciation |
| Book Value | 1136043 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2163202 | OtherCostOrOtherBasis |
| Depreciation | 1904134 | Depreciation |
| Book Value | 259068 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4648638 | OtherCostOrOtherBasis |
| Depreciation | 3342644 | Depreciation |
| Book Value | 1305994 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2701105 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INTEREST RECEIVABLE | 13827 |
| TRANSFER TO THE ULI FOUNDATION | 10000000 |
| BENEFICIAL INTEREST IN ULIF | 26097382 |
| DUE FROM ULIF | 2341868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 38453077 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $763,260 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 763260 | TotalOfAmounts |
| Total Revenue | 53368909 | TotalRevenue |
| Total Expenses | 53177722 | TotalExpenses |
| Excess Or Deficit For Year | 191187 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -39137 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -39137 | TotalAdjustments |
| Excess Or Deficit Per FS | 152050 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 53364033 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -39137 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 64414 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 25277 | RevenueNotRptdF990 |
| Revenue Subtotal | 53338756 | RevenueSubtotal |
| Investment Expenses Not Included | 30153 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 30153 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 53368909 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 53211983 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 64414 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 64414 | ExpensesNotRptdF990 |
| Expenses Subtotal | 53147569 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 30153 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 30153 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53177722 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | DISTRICT COUNCILS ARE THE LOCAL COMPONENTS OF ULI'S PROGRAM OF WORK. THEY ARE INTEGRAL ELEMENTS OF ULI AND FUNCTION TO FURTHER THE OVERALL VISION, MISSION AND PURPOSE OF ULI. AS SUCH, DISTRICT COUNCILS ADHERE TO ULI'S ARTICLES OF INCORPORATION, BYLAWS, AND ANY/ALL OTHER POLICIES AND PROCEDURES ADOPTED BY ULI'S BOARD OF TRUSTEES. DISTRICT COUNCILS ARE MANAGED BY A LOCAL ULI MEMBER EXECUTIVE COMMITTEE, THE CHAIR OF WHICH IS APPOINTED BY THE CHAIRMAN OF ULI AND RATIFIED BY ULI'S TRUSTEES, AND IS REQUIRED TO REPORT REGULARLY ON ACTIVITIES AND FINANCIAL RESULTS. RESULTS OF ALL OF THE DISTRICT COUNCILS' LOCAL ACTIVITIES, EXCLUDING ULI SUPPORT FOR THE DISTRICT COUNCILS, ARE SHOWN SEPARATELY FROM THE OPERATIONS OF ULI'S WASHINGTON, D.C. OFFICE. THE NET ASSETS RESULTING FROM THE DISTRICT COUNCIL ACTIVITIES HAVE BEEN DESIGNATED FOR THEIR USE. FINANCIAL RESULTS OF THE DISTRICT COUNCILS ARE INCLUDED WITH ULI WHEN REPORTING TO THE INTERNAL REVENUE SERVICE. TEMPORARILY RESTRICTED NET ASSETS WHICH ARE PURPOSE RESTRICTED, REPRESENT ASSETS HELD BY ULIF THAT ARE AVAILABLE FOR ULI PROGRAMS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2012 AND 2011. ULI AND ULIF ARE NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AT JUNE 30, 2012 AND 2011. GENERALLY, ULI AND ULIF ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES BEFORE 2009. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 1 | 12 | PROGRAM SERVICES | SEE PART V FOR DESCRIPTION OF ACTIVITIES IN THE REGION | 5046775 |
| EAST ASIA AND THE PACIFIC - | 1 | 2 | PROGRAM SERVICES | SEE PART V FOR DESCRIPTION OF ACTIVITIES IN THE REGION | 2073087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 14 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 14 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 7119862 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 7119862 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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, 2012, ULI HAD 1,654 MEMBERS IN EUROPE. DISTRICT COUNCILS-THE PURPOSE OF THE DISTRICT COUNCILS PROGRAM IS TO PROVIDE ULIS 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 13 DISTRICT COUNCILS IN EUROPE EITHER IN DEVELOPMENT OR GROWING. 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. ULI CURRENTLY HAS 5 GLOBAL COUNCILS WHICH FOCUS ON SPECIALIZED FIELDS IN LAND USE AND DEVELOPMENT. 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 TWO ADVISORY SERVICE PANELS, ONE IN LONDON UNITED KINGDOM AND ONE IN MOSCOW RUSSIA. DEVELOPMENT-THIS DEPARTMENT HAS THE RESPONSIBILITY OF RAISING THE SPONSORSHIP FUNDS FOR ALL EUROPE'S CONFERENCES/PROGRAMS. AREAS OF CONTENT FOCUS: ULI'S EUROPEAN RESEARCH CENTER OVERSEES STRATEGY AND DELIVERY FOR BROAD RANGE OF PROJECTS INCLUDING EMERGING TRENDS EUROPE, LESSEN, AND INFOBURSTS. THE URBAN INVESTMENT NETWORK PROVIDES A FORUM FOR EXCHANGE OF KNOWLEDGE BETWEEN PUBLIC AND PRIVATE STAKEHOLDERS TO INCREASE THE LEVEL OF INVESTMENT IN URBAN DEVELOPMENT AND REGENERATION IN EUROPE. |
| 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, 2012 ASIA MEMBERSHIP TOTALED 889. - ASIA HAD 3 COUNCILS, NORTH ASIA (HONG KONG), SOUTH ASIA (SINGAPORE, AND JAPAN (TOKYO). - IT HELD 2 CONFERENCES (WINTER AND SUMMER) IN TOKYO JAPAN, AND 1 IN CHINA. - IT HELD 3 CONTINUING EDUCATION WORKSHOPS IN THE REGION. - IT CONDUCTED 1 ADVISORY SERVICE PANEL IN HONG KONG. - 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CITIZENS FOR MODERN TRANSIT | |||||||
| 911 WASHINGTON SUITE 200 | ST LOUIS | MO | 63101 | 431412738 | 501(C)(3) | 16625 | COMMUNITY ACTION GRANT |
| ULI FOUNDATION | |||||||
| 1025 THOMAS JEFFERSON ST NW STE 500 | WASHINGTON | DC | 20007 | 237133957 | 501(C)(3) | 1275119 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| AWARDS FOR HINES STUDENT DESIGN COMPETITION | 20 | 75000 | |||
| APGAR URBAN LAND AWARD | 1 | 500 | |||
| JACK KEMP MODEL OF EXCELLENCE AWARD | 6 | 1324 | FMV | AWARD PLAQUES | |
| ATLANTA DISTRICT COUNCIL CENTER FOR LEADERSHIP | 1 | 100 | |||
| DISTRICT COUNCIL URBAN PLAN PROGRAM | 50 | 8479 | |||
| COLUMBUS DISTRICT COUNCIL STUDENT COMPETITION SCHOLARSHIP | 5 | 1000 | |||
| PHILADELPHIA DISTRICT COUNCIL SCHOLARSHIPS-OUTREACH TO TOMORROW'S LEADERS | 2 | 3500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK L PHILLIPS | |||||||||||||
| 504499 | 0 | 50000 | 0 | 14010 | 0 | 14700 | 0 | 21764 | 0 | 604973 | 0 | 0 | 0 |
| RICHARD ROSAN | |||||||||||||
| 356959 | 0 | 15000 | 0 | 41079 | 0 | 14700 | 0 | 9256 | 0 | 436994 | 0 | 0 | 0 |
| CHERYL G CUMMINS | |||||||||||||
| 383170 | 0 | 40000 | 0 | 24619 | 0 | 14700 | 0 | 9918 | 0 | 472407 | 0 | 0 | 0 |
| MICHAEL TERSECK | |||||||||||||
| 293247 | 0 | 30000 | 0 | 10705 | 0 | 14700 | 0 | 2058 | 0 | 350710 | 0 | 0 | 0 |
| JOSEPH MONTGOMERY | |||||||||||||
| 187399 | 0 | 3769 | 0 | 44621 | 0 | 0 | 0 | 713 | 0 | 236502 | 0 | 0 | 0 |
| JOHN FITZGERALD | |||||||||||||
| 121441 | 0 | 3100 | 0 | 109509 | 0 | 9375 | 0 | 27217 | 0 | 270642 | 0 | 0 | 0 |
| DAVID HOWARD | |||||||||||||
| 211684 | 0 | 9800 | 0 | 660 | 0 | 10141 | 0 | 23471 | 0 | 255756 | 0 | 0 | 0 |
| PAMELA PATENAUDE | |||||||||||||
| 200632 | 0 | 9000 | 0 | 998 | 0 | 11487 | 0 | 19162 | 0 | 241279 | 0 | 0 | 0 |
| MARY BETH CORRIGAN | |||||||||||||
| 180269 | 0 | 5300 | 0 | 1206 | 0 | 10858 | 0 | 789 | 0 | 198422 | 0 | 0 | 0 |
| MICHAEL HORST | |||||||||||||
| 176259 | 0 | 3500 | 0 | 5574 | 0 | 10878 | 0 | 12591 | 0 | 208802 | 0 | 0 | 0 |
| GAYLE BERENS | |||||||||||||
| 176029 | 0 | 3600 | 0 | 2046 | 0 | 10804 | 0 | 11591 | 0 | 204070 | 0 | 0 | 0 |
| LORI HATCHER | |||||||||||||
| 163546 | 0 | 4000 | 0 | 5975 | 0 | 9749 | 0 | 0 | 0 | 183270 | 0 | 0 | 0 |
| SUZAN YUNGNER | |||||||||||||
| 90563 | 0 | 3700 | 0 | 74373 | 0 | 4809 | 0 | 12935 | 0 | 186380 | 0 | 0 | 0 |
| DEAN SCHWANKE | |||||||||||||
| 157799 | 0 | 4000 | 0 | 2046 | 0 | 9825 | 0 | 21203 | 0 | 194873 | 0 | 0 | 0 |
| UWE BRANDES | |||||||||||||
| 149080 | 0 | 1000 | 0 | 609 | 0 | 9198 | 0 | 19819 | 0 | 179706 | 0 | 0 | 0 |
| MAUREEN MCAVEY | |||||||||||||
| 236280 | 0 | 6300 | 0 | 5574 | 0 | 14224 | 0 | 8591 | 0 | 270969 | 0 | 0 | 0 |
| MARTA GOLDSMITH | |||||||||||||
| 112565 | 0 | 0 | 0 | 98520 | 0 | 5757 | 0 | 11154 | 0 | 227996 | 0 | 0 | 0 |
| EDWARD MCMAHON | |||||||||||||
| 198800 | 0 | 2500 | 0 | 2772 | 0 | 12426 | 0 | 24665 | 0 | 241163 | 0 | 0 | 0 |
| THOMAS MURPHY | |||||||||||||
| 189300 | 0 | 4000 | 0 | 5334 | 0 | 10921 | 0 | 0 | 0 | 209555 | 0 | 0 | 0 |
| STEPHEN BLANK | |||||||||||||
| 181301 | 0 | 4000 | 0 | 5334 | 0 | 11370 | 0 | 24597 | 0 | 226602 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | JOHN P FITZGERALD - FOREIGN HOUSING ALLOWANCE $69,032, TAXABLE COMPENSATION | |
| PART I, LINE 4A | FOLLOWING EMPLOYEES RECEIVED SEVERANCE PAYMENT AND THESE AMOUNTS WERE INCLUDED IN OTHER COMPENSATION, SCHEDULE J, PART II, COLUMN B (III): MARTA GOLDSMITH - $95,948 SUZAN YUNGNER - $73,899 | |
| PART III | 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. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SARA LEITNER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DAUGHTER OF ULI TREASURER, CHARLES LEITNER AND EMPLOYEE OF ULI | Relationship |
| Amount Of Transaction | 28150 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION FOR SERVICES RENDERED | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, STUDENTS AND LIBRARIANS. | |
| 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 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 ANOTHER CORPORATION, AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION OR CONSOLIDATION WITH 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 MEMBERS OF THE BOARD OF DIRECTORS 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. RESPONDS ARE SUBMITTED TO THE CFO. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ULI RETAINED AN INDEPENDENT, OUTSIDE CONSULTANT TO REVIEW THE COMPENSATION FOR ITS EXECUTIVES. AS PART OF THIS PROCESS, THE CONSULTANT IDENTIFIED COMPARABLE ORGANIZATIONS AND OBTAINED THE MOST CURRENT COMPENSATION DATA AVAILABLE FOR THEM. THEN, THE CONSULTANT PREPARED A DETAILED WRITTEN REPORT THAT COMPARED ULI'S CURRENT EXECUTIVE COMPENSATION AGAINST SIMILAR POSITIONS IN LIKE ORGANIZATIONS. THE WRITTEN REPORT ALSO DESCRIBED THE STUDY METHODOLOGY AND STATED 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -39,137. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULI FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
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 Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ULI FOUNDATION | ||
| B | 1275119 | CASH |
| ULI FOUNDATION | ||
| C | 4088464 | CASH |