THE ULI FOUNDATION (EIN 237133957) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

ANGELA CAIN

Phone

2026247000

Tax Period

2024-07-01 to 2025-06-30

THE ULI FOUNDATION, founded in 1970, is a mid-sized nonprofit in the Social Science sector that reported $11.5M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $90.3M represent 94 months of operating reserves.

Mission

THE ULI FOUNDATION SUPPORTS THE MISSION OF THE URBAN LAND INSTITUTE BY PROVIDING AN ASSURED SOURCE OF FUNDING FOR ULI'S CORE RESEARCH, EDUCATION, AND PUBLIC SERVICE ACTIVITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,233,271

Program Service Revenue $411,355

Investment Income $1,844,614

Other Revenue $0

TOTAL REVENUE $11,489,240

Expense Breakdown

Grants Paid $9,374,401

Salaries & Benefits $0

Fundraising Expenses $1,806,588

Program Expenses $9,374,401

Other Expenses $2,454,304

TOTAL EXPENSES $11,828,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,489,240	$12,459,636	-0.1%
Expenses	$11,828,705	$11,775,297	+0.0%
Net Income	$-339,465	$684,339	-1.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$670,728

Total Directors

$228,709

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA CAIN	GLOBAL CEO	2.00	Officer Director	$0	$5,918	$228,709
FARON HILL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JIM KLINGBEIL	CHAIRMAN EMERITUS	2.00	Officer Director	$0	$0	$0
DIANE HOSKINS	ULI GLOBAL CHAIR	2.00	Officer Director	$0	$0	$0
DOUGLAS ABBEY	ULIF CAMPAIGN CO-CHAIR	2.00	Officer Director	$0	$0	$0
TOM TOOMEY	ULIF CAMPAIGN CO-CHAIR	2.00	Officer Director	$0	$0	$0
TYLER HIGGINS	ULIF ANNUAL FUND CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTIAN SCHEDE	ULI CHARITABLE TRUST CHAIR	2.00	Officer Director	$0	$0	$0
FRANZ COLLOREDO-MANSFELD	TREASURER	2.00	Officer Director	$0	$0	$0
MARTY BURGER	AT-LARGE MEMBER	2.00	Director	$0	$0	$0
ROBERT BYRON	AT-LARGE MEMBER	2.00	Director	$0	$0	$0
MAGGIE COLEMAN	AT-LARGE MEMBER	2.00	Director	$0	$0	$0
MARY HAGER	AT-LARGE MEMBER	2.00	Director	$0	$0	$0
BRUCE H ETKIN	MEMBER	2.00	Director	$0	$0	$0
MARK GIBSON	MEMBER	2.00	Director	$0	$0	$0
JANICE PERIQUET	PRESIDENT (THRU 12/2/2024)	38.00	Officer	$0	$19,530	$442,019

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$11,489,240	$11,828,705	$93,053,912	$-339,465
2024	$12,459,636	$11,775,297	$93,149,599	$684,339
2023	$14,443,685	$12,296,509	$88,699,612	$2,147,176
2022	$24,976,310	$11,606,013	$82,508,929	$13,370,297
2021	$15,087,920	$9,645,831	$73,593,942	$5,442,089
2020	$10,283,468	$8,970,704	$58,134,153	$1,312,764
2019	$8,101,475	$8,314,395	$61,085,366	$-212,920
2018	$10,358,135	$9,229,009	$60,084,660	$1,129,126

THE ULI FOUNDATION