Urban Land Institute in Washington, District of Columbia (DC)

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Urban Land Institute
Employer Identification Number (EIN)530159845
Name of OrganizationUrban Land Institute
Address1025 Thomas Jefferson Street N W No, Washington, DC 20007-5201
ActivitiesOther activity aimed t combating community deterioration, Other school related activities, Scholarships (other)
SubsectionEducational Organization
Ruling Date12/1941
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$60,723,578
Amount of Income$64,585,059
Form 990 Revenue Amount$62,411,474
National Taxonomy of Exempt Entities (NTEE)Environmental Quality, Protection and Beautification: Land Resources Conservation


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Amount of income in 2014: $64,585,059
This organization: 

 $64,585,059
Other organizations performing similar types of work: 

 $448,416

Assets in 2014: $60,723,578
Urban Land Institute: 

 $60,723,578
Other organizations performing similar types of work: 

 $2,916,339

Expenses in 2013: $55,558,603
Urban Land Institute: 

 $55,558,603
Other organizations performing similar types of work: 

 $223,217

Income to expenses ratio in 2013: 1.2
This organization: 

 1.2
Other organizations performing similar types of work: 

 1.6

Expenses allocated to program services in 2007: 80.2%
This organization: 

 80.2%
Other organizations performing similar types of work: 

 82.6%

Number of employees in 2013: 186
Urban Land Institute: 

 186
Other organizations performing similar types of work: 

 3

Employees paid over $100,000 in 2013: 46.2%
This organization: 

 46.2%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 10.8%
Urban Land Institute: 

 10.8%
Other organizations performing similar types of work: 

 88.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?YesYes
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?YesYes
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesYes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?YesYes
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096226211
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return171186
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?YesYes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$4,928,955$4,578,223
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$460,315$237,464
Total number of individuals who received more than $100,000 of reportable compensation from the organization5658
Total number of independent contractors who received more than $100,000 of compensation from the organization2728
Statement of Revenue
201120122013
Total revenue$51,599,190$53,368,909$56,649,430
Contributions, Gifts, Grants and Other Similar Amounts$10,006,642$4,088,464$6,119,788
Program Service Revenue$41,196,521$49,105,924$50,329,637
900099$17,433,092$18,208,427
900099$12,746,211$12,639,971
900099$11,296,103$11,943,106
541800$2,110,319$2,247,811
900099$2,054,956$1,916,821
All other program service revenue$3,465,243$3,373,501
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$126,749$99,687$122,305
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$269,278$74,834$77,700
Gross amount from sales of assets other than inventory (Securities / Other)$7,077,139 / $0$3,707,505 / $0$2,000,949 / $0
Less: cost or other basis and sales expenses (Securities / Other)$6,807,861 / $0$3,632,671 / $0$1,923,249 / $0
Gain or (loss) (Securities / Other)$269,278 / $0$74,834 / $0$77,700 / $0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$0$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$46,620,579$53,177,722$55,558,603
Grants and other assistance to domestic organizations and domestic governments$1,296,744$2,031,783
Grants and other assistance to domestic individuals$89,903$147,133
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$3,267,686$3,202,507$3,010,730
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$11,318,118$12,279,960$13,298,890
Pension plan accruals and contributions$746,436$759,286
Other employee benefits$1,449,792$1,263,580
Payroll taxes$967,968$976,273$1,037,217
Fees for services (non-employees)
Management$0$0
Legal$197,566$187,300
Accounting$115,916$150,869
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$30,153$32,536
Other$8,611,267$9,679,553
Advertising and promotion$54,466$51,949
Office expenses$2,131,557$1,817,244
Information technology$798,815$1,010,167
Royalties$0$0
Occupancy$1,658,444$1,690,442
Travel$2,034,869$2,182,641
Payments of travel or entertainment expenses for any federal, state, or local public officials$104,022$97,312
Conferences, conventions, and meetings$9,468,013$9,235,233
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$981,865$1,052,396
Insurance$186,506$199,800
Other expenses$2,471,841$2,835,210
Other expenses$2,417,001$1,958,012
Other expenses$601,781$630,471
Other expenses$445,328$604,154
Other expenses$826,697$594,695
Balance Sheet
201120122013
Total assets$53,584,265$54,470,542$56,139,587
Cash - non-interest-bearing$400$400
Savings and temporary cash investments$7,281,036$8,196,259
Pledges and grants receivable, net$0$0
Accounts receivable, net$1,072,611$1,494,310
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$220,775$216,662
Prepaid expenses and deferred charges$821,353$982,106
Land, buildings, and equipment: cost or other basis$2,701,105$2,031,436
Investments - publicly traded securities$3,920,185$3,388,980
Investments - other securities$0$729,714
Investments - program-related$0$0
Intangible assets$0$0
Other assets$38,453,077$39,099,720
Total liabilities$13,460,742$14,194,969$14,702,678
Accounts payable and accrued expenses$4,629,264$5,401,777
Grants payable$0$0
Deferred revenue$8,802,445$8,687,328
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$763,260$613,573
Total net assets or fund balances$40,123,523$40,275,573$41,436,909
Unrestricted net assets$14,124,667$15,456,553
Temporarily restricted net assets$26,150,906$25,980,356
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$254,238,965
Subtotal$260,685,965
Gifts, grants, contributions, and membership fees received$94,802,252
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$165,883,713
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$6,447,000
Amounts received from disqualified persons$6,447,000
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$261,689,916
Public support$260,685,965
Subtotal$1,003,951
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$1,003,951
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$28,697,702$29,108,309$34,681,960$36,808,549$44,239,565$48,525,742$65,251,027$68,100,773
Contributions, gifts, grants, and similar amounts received$1,511,653$2,997,695$5,186,884$3,058,108$3,947,064$3,919,733$10,329,676$8,203,645
Contributions to donor advised funds$0$0
Direct public support$0$1,004,504$950,462$691,857$823,941$1,198,477$1,276,112$1,520,330
Indirect public support$1,511,653$1,993,191$4,236,422$2,366,251$3,123,123$2,721,256$9,053,564$6,683,315
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$21,232,026$19,820,727$22,254,056$25,805,070$31,020,760$34,078,725$42,412,714$45,913,589
Membership dues and assessments$6,152,067$6,506,725$6,991,455$7,742,111$8,915,613$10,151,890$11,903,071$13,514,459
Interest on savings and temporary cash investments$0$84,614$76,383$54,789$129,873$245,886$434,879$235,395
Dividends and interest from securities$469,564$160,906$138,974$148,471$226,255$129,508$170,687$233,685
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-720,991$-462,358$34,208$0$0$0$0$0
Gross amount from sales of assets other than inventory$3,769,834$4,816,684$900,000$237,000$6,463,568$0$0$0
Less: cost or other basis and sales expenses$4,490,825$5,279,042$865,792$237,000$6,463,568$0$0$0
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$53,383$0$0$0$0$0$0$0
Total expenses$28,202,335$28,341,983$30,635,159$34,731,729$42,267,492$46,035,953$56,158,100$64,538,714
Program services$25,189,992$25,875,631$27,822,849$30,937,646$38,520,934$41,218,468$51,794,901$51,758,007
Management and general$3,012,343$2,466,352$2,778,933$3,142,773$3,565,863$3,745,883$4,082,637$10,117,252
Fundraising$0$0$33,377$133,822$180,695$257,281$280,562$2,663,455
Payments to affiliates$0$0$0$517,488$0$814,321$0$0
Net assets or fund balances at end of year$12,285,711$12,462,597$16,661,000$19,884,792$22,855,565$25,749,703$35,730,325$38,546,733
Excess or (deficit) for the year$495,367$766,326$4,046,801$2,076,820$1,972,073$2,489,789$9,092,927$3,562,059
Net assets or fund balances at beginning of year$11,845,515$12,285,711$12,462,597$16,661,000$19,884,792$22,855,565$25,749,703$35,730,325
Other changes in net assets or fund balances$-55,171$-589,440$151,602$1,146,972$998,700$404,349$887,695$-745,651
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$64,538,714$51,758,007$10,117,252$2,663,455
Grants paid from donor advised funds$0
Other grants and allocations$1,015,537
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$2,140,512$0$1,911,712$228,800
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$17,030,950$12,889,228$2,897,864$1,243,858
Pension plan contributions not included above$1,180,567$866,698$220,409$93,460
Employee benefits not included above$1,708,265$1,202,316$374,700$131,249
Payroll taxes$1,166,983$791,287$285,880$89,816
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$447,412$95,160$352,232$20
Supplies$581,613$332,590$240,300$8,723
Telephone$879,602$572,447$267,277$39,878
Postage and shipping$1,976,632$1,800,437$121,919$54,276
Occupancy$1,977,362$1,355,070$464,335$157,957
Equipment rental and maintenance$227,774$127,198$99,836$740
Printing and publications$2,924,414$2,861,311$9,131$53,972
Travel$3,168,404$2,532,439$477,350$158,615
Conferences, conventions, and meetings$11,127,141$10,700,710$273,075$153,356
Interest$0$0$0$0
Depreciation, depletion, etc.$637,128$421,742$160,714$54,672
Other expenses not covered above$16,348,418$14,193,837$1,960,518$194,063
Balance Sheets
20002001200220032004200520062007
Total assets$19,505,580$19,962,738$25,025,460$29,396,471$35,329,940$38,706,555$51,419,802$55,331,547
Cash - non-interest-bearing$0$0$0$0$900$900$400$400
Savings and temporary cash investments$5,116,119$5,078,613$7,283,662$6,660,480$8,137,584$7,989,867$8,914,397$9,231,831
Accounts receivable less allowance for doubtful accounts$1,632,293$3,208,728$6,288,462$7,141,653$9,551,298$10,537,325$18,853,617$21,031,073
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$3,536,432$3,536,432$3,536,432$3,536,432$10,000,000$10,000,000$0$0
Inventories for sale or use$569,093$585,251$679,204$495,463$661,294$733,929$709,825$968,734
Prepaid expenses and deferred charges$413,476$497,033$180,386$386,453$395,125$636,439$1,157,799$1,138,076
Investments - publicly-traded securities$8,730,302$7,958,366
Investments - other securities$7,080,857$6,428,658$6,623,770$10,828,230$5,385,963$5,793,011$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$316,650$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$803,690$615,867$425,088$340,898$1,179,281$2,998,978$3,020,934$4,985,088
Other assets, including program-related investments$36,970$12,156$8,456$6,862$18,495$16,106$10,032,528$10,017,979
Total liabilities$7,219,869$7,500,141$8,364,460$9,511,679$12,474,375$12,956,852$15,689,477$16,784,814
Accounts payable and accrued expenses$2,967,643$3,061,543$3,134,917$4,186,945$5,749,132$4,915,571$5,838,423$6,344,660
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$4,252,226$4,438,598$5,229,543$5,324,734$6,725,243$8,041,281$9,851,054$10,440,154
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$19,505,580$19,962,738$25,025,460$29,396,471$35,329,940$38,706,555$51,419,802$55,331,547
Total net assets or fund balances$12,285,711$12,462,597$16,661,000$19,884,792$22,855,565$25,749,703$35,730,325$38,546,733
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$28,697,702$29,108,309$34,681,960$36,808,549$44,239,565$48,525,742$65,251,027$68,100,773
Total revenue, gains, and other support per audited financial statements$28,601,441$28,512,823$34,859,585$37,976,666$45,244,846$48,966,235$66,155,055$66,845,685
Other expenses$-55,171$-574,610$177,625$1,168,117$1,005,281$440,493$904,028$-1,255,088
Net unrealized gains on investments$-470,373$-589,440$151,602$1,146,972$998,700$404,349$887,695$-745,651
Donated services and use of facilities$0$14,830$26,023$21,145$6,581$36,144$16,333$120,998
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$415,202$0$0$0$0$0$0$-630,435
Other revenue$41,090$20,876$0$0$0$0$0$0
Investment expenses$41,090$20,876$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$28,202,335$28,341,983$30,635,159$34,731,729$42,267,492$46,035,953$56,158,100$64,538,714
Total expenses and losses per audited financial statements$28,161,245$28,335,937$30,661,182$34,752,874$42,274,073$46,072,097$56,174,433$64,029,277
Other revenue$0$14,830$26,023$21,145$6,581$36,144$16,333$120,998
Donated services and use of facilities$0$14,830$26,023$21,145$6,581$36,144$16,333$120,998
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$41,090$20,876$0$0$0$0$0$630,435
Investment expenses$41,090$20,876$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$630,435
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
38$572,000$61,054$1,547
38$311,000$25,050$386
38$452,175$47,780$2,306
38$506,430$23,584$0
38$136,373$776$51
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings115
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006195
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$4,252,054$469,080$55,175,994
Program service revenue
Program service revenue 1000000$000$0$16,056,795
Program service revenue 2000000$000$0$14,628,991
Program service revenue 3Advertising and related services$4,252,05400$0$3,065,507
Program service revenue 4000000$000$0$3,180,885
Program service revenue 5000000$000$0$4,729,357
$0$0$16,056,795
Advertising and related services$4,252,054$0$3,065,507
$0$0$11,387
$0$0$3,180,885
$0$0$1,809,945
$0$0$211,328
$0$0$120,063
$0$0$14,628,991
$0$0$19,187
$0$0$91,877
$0$0$750,049
$0$0$142,236
$0$0$1,234,027
$0$0$98,890
$0$0$240,368
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$13,514,459
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$235,395$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$233,685$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$246,400$24,755$3,236
$241,400$25,035$0
$231,700$24,287$0
$209,100$22,825$0
$219,625$600$103
Total number of other employees paid over $50,000121
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$26,200,005$28,968,964$30,041,433$35,673,754$34,037,413$41,869,711$46,189,441$66,477,993
Gifts, grants, and contributions received$822,598$1,511,653$2,997,695$5,186,884$3,058,108$3,947,064$3,919,733$10,329,676
Membership fees received$6,068,174$6,275,763$6,862,870$7,392,666$8,158,928$9,683,690$10,743,342$12,880,073
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$18,829,789$20,659,306$19,910,534$22,875,147$22,615,523$27,894,462$31,148,583$42,679,100
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$479,444$468,859$270,334$219,057$204,854$344,495$377,783$589,144
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$53,383$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$2,879,423$2,254,571$624,852
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$2,879,423$2,254,571$624,852
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$624,952
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$100
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$624,852
Other deductions$0
Unrelated business taxable income$0
Unrelated business taxable income before net operating loss deduction$-100
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-100
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Urban Land Institute1025 Thomas Jefferson Street N W No, Washington, DC 20007-5201DC1941-12$64,585,059
2Wilderness Society1615 M Street Nw, Washington, DC 20036-3209DC1942-05$39,701,096
3Squirrel Island Preservation Foundation254 Commercial Street, Portland, ME 04101-4664ME1988-03$29,847,162
4Truckee Donner Land TrustPO BOX 8816, Truckee, CA 96162-8816CA1995-09$9,925,915
5The Land Trust For Santa Barbara CountyPO BOX 91830, Santa Barbara, CA 93190-1830CA1983-03$8,318,241
6Yampa Valley Land Trust IncPO BOX 773014, Steamboat Spr, CO 80477-3014CO1993-07$7,242,065
7Wildlands Conservancy Inc3701 Orchid Pl, Emmaus, PA 18049-1638PA1974-10$7,091,900
8Three Valley Conservation Trust6715 Ringwood Road 1 2, Oxford, OH 45056-9792OH1996-02$6,684,326
9Southern Appalachian Highlands Conservancy34 Wall St Ste 502, Asheville, NC 28801-2773NC1975-04$5,750,289
10San Juan Preservation TrustPO BOX 327, Lopez Island, WA 98261-0327WA1979-10$4,975,386
11The Land Conservancy Of New Jersey19 Boonton Ave, Boonton, NJ 07005-8902NJ1984-03$4,495,265
12Wissahickon Valley Watershed Association Inc12 Morris Rd, Ambler, PA 19002-5407PA1960-03$4,486,332
13Whidbey-Camano Land Trust765 Wonn Rd Ste C201, Greenbank, WA 98253-6423WA1985-03$3,173,380
14Sconset Trust IncPO BOX 821, Siasconset, MA 02564-0821MA1985-03$3,112,341
15Utah Open Lands Conservation Association Inc2188 S Highland Dr Ste 203, Salt Lake Cty, UT 84106-2804UT1991-07$2,949,385
16San Juan Capistrano Open Space Foundation Inc31103 Rancho Viejo Road No D2133, San Juan Capistrano, CA 92675-1759CA2009-08$2,901,150
17Massachusetts Land Conservation Trust Inc572 Essex St, Beverly, MA 01915-1530MA1993-03$2,657,260
18Sharon Land Trust IncPO BOX 1027, Sharon, CT 06069-1027CT1983-01$2,569,193
19The Land Conservancy Of San Luis Obispo County1137 Pacific St Ste A, Sn Luis Obisp, CA 93401-3354CA1984-12$2,526,465
20New Columbia Community Land Trust Inc1419 V St Nw, Washington, DC 20009-5806DC1991-06$385,461
Number of organizations performing similar types of work
Alaska3
Alabama4
Arizona9
California73
Colorado27
Connecticut50
District of Columbia3
Delaware1
Florida12
Georgia8
Iowa1
Idaho3
Illinois14
Indiana5
Kansas2
Kentucky2
Massachusetts69
Maryland16
Maine36
Michigan16
Minnesota5
Missouri4
Mississippi2
Montana9
North Carolina16
Nebraska1
New Hampshire8
New Jersey16
New Mexico7
Nevada1
New York34
Ohio7
Oregon6
Pennsylvania35
Rhode Island8
South Carolina11
Tennessee8
Texas5
Utah6
Virginia8
Vermont9
Washington22
Wisconsin13
West Virginia2
Wyoming1
Total598

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