Ulm Family Foundation Inc
Ulm Family Foundation shows fluctuating revenue and asset decline, with no reported officer compensation.
EIN: 205745473 · Watkinsville, GA · NTEE: T20 · Updated: 2026-03-28
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| Metric | Value |
|---|---|
| Total Revenue | $17.5M |
| Total Expenses | $164K |
| Program Spending | 90% |
| Net Assets | $1.2M |
| Transparency Score | 75/100 |
Search Intent Cockpit
Ulm Family Foundation Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Ulm Family Foundation Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Ulm Family Foundation Inc in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $217K and expenses of $164K.
Revenue and Expenses
Ulm Family Foundation Inc reported $217K in revenue and $164K in expenses, a surplus of $53K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
75/100 mission score, 3 red flags, and 3 strengths are shown from structured and AI review.
Is Ulm Family Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $148K (90%) |
Across stored filings, Ulm Family Foundation Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 3 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Oquossoc Angling Assoc | Georgia and Philanthropy context |
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Ulm Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ulm Family Foundation Inc
Ulm Family Foundation Inc (EIN: 205745473) is a nonprofit organization based in Watkinsville, GA, classified under NTEE code T20. The organization reported total revenue of $17.5M and total assets of $8.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ulm Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ulm Family Foundation Inc is a large nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $217K |
| Total Expenses | $164K |
| Surplus / Deficit | +$53K |
| Total Assets | $1.2M |
| Total Liabilities | $1 |
| Net Assets | $1.2M |
| Operating Margin | 24.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 86.0 months |
Financial Health Grade: A
In 2023, Ulm Family Foundation Inc reported a surplus of $53K with revenue exceeding expenses, holds 86.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Ulm Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 6.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +41.9% | -88.4% | +4.7% |
| 2022 | -64.6% | -20.8% | -53.0% |
| 2021 | +13.8% | +52.2% | -36.3% |
| 2020 | -89.6% | +143.5% | -17.5% |
| 2019 | +2563.3% | -53.9% | +95.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Ulm Family Foundation Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Ulm Family Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $53K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported at 0% across all available filings, indicating that no officers received compensation from the organization, which is highly efficient for an organization of its size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Ulm Family Foundation Inc's IRS 990 filings:
- Significant periods where expenses substantially exceed revenue (e.g., 2022 expenses $1,417,044 vs. revenue $153,039).
- Consistent decline in total assets over the long term, from $3,897,637 in 2011 to $1,175,737 in 2023, suggesting potential drawdowns of principal.
- High variability in annual revenue, making financial planning and consistent program delivery potentially challenging.
Strengths
The following positive indicators were identified for Ulm Family Foundation Inc:
- Exceptional efficiency in executive compensation, with 0% reported officer compensation across all filings.
- Very low liabilities, consistently reported at $0 or $1, indicating a healthy balance sheet free of significant debt.
- The latest reported revenue of $17,517,034 indicates a significant capacity for funding its mission, if sustained.
Frequently Asked Questions about Ulm Family Foundation Inc
Is Ulm Family Foundation Inc a legitimate charity?
Ulm Family Foundation Inc (EIN: 205745473) is a registered tax-exempt nonprofit based in Georgia. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $17.5M. 3 red flags identified. 3 strengths noted. Financial health grade: A.
How does Ulm Family Foundation Inc spend its money?
Ulm Family Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Ulm Family Foundation Inc tax-deductible?
Ulm Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 205745473). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Ulm Family Foundation Inc compare to similar nonprofits?
With a transparency score of 75/100 (Good), Ulm Family Foundation Inc is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Ulm Family Foundation Inc located?
Ulm Family Foundation Inc is headquartered in Watkinsville, Georgia and files with the IRS under EIN 205745473. It is classified under NTEE code T20.
How many years of IRS 990 filings does Ulm Family Foundation Inc have?
Ulm Family Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $17.5M in total revenue.
Is Ulm Family Foundation Inc. financially sustainable given its fluctuating revenue and declining assets?
The foundation's financial sustainability is a concern due to periods where expenses significantly exceed revenue (e.g., 2022 expenses of $1,417,044 vs. revenue of $153,039) and a general decline in assets from $3,897,637 in 2011 to $1,175,737 in 2023. While the latest reported revenue of $17,517,034 is substantial, its consistency and how it relates to ongoing expenses are critical for long-term viability.
How does the foundation manage its expenses when revenue is low?
In periods of low revenue, such as 2022, where expenses were significantly higher than revenue, the foundation appears to draw upon its existing assets. This is reflected in the overall decline of its asset base over the years.
What is the impact of 0% officer compensation on the organization's operations?
The 0% officer compensation indicates that the foundation is highly efficient in its administrative overhead, as no funds are being used for executive salaries. This suggests that leadership may be voluntary or compensated through other means not reported as officer compensation, allowing more funds to be directed towards its mission.
Filing History
IRS 990 filing history for Ulm Family Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Ulm Family Foundation Inc's revenue has grown by 103.2%, moving from $107K to $217K. Total assets decreased by 69.8% over the same period, from $3.9M to $1.2M. Total functional expenses fell by 42.9%, from $287K to $164K. In its most recent filing year (2023), Ulm Family Foundation Inc reported a surplus of $53K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $217K | $164K | $1.2M | $1 | — | — |
| 2022 | $153K | $1.4M | $1.1M | $1 | — | View 990 |
| 2021 | $433K | $1.8M | $2.4M | $1 | — | View 990 |
| 2020 | $380K | $1.2M | $3.7M | $1 | — | View 990 |
| 2019 | $3.7M | $483K | $4.5M | $1 | — | — |
| 2015 | $138K | $1.0M | $2.3M | $0 | — | View 990 |
| 2014 | $202K | $434K | $3.2M | $0 | — | View 990 |
| 2013 | $132K | $324K | $3.5M | $0 | — | View 990 |
| 2012 | $101K | $394K | $3.6M | $0 | — | View 990 |
| 2011 | $107K | $287K | $3.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $217K, expenses of $164K, and assets of $1.2M (revenue +41.9% year-over-year).
- 2022: Revenue of $153K, expenses of $1.4M, and assets of $1.1M (revenue -64.6% year-over-year).
- 2021: Revenue of $433K, expenses of $1.8M, and assets of $2.4M (revenue +13.8% year-over-year).
- 2020: Revenue of $380K, expenses of $1.2M, and assets of $3.7M (revenue -89.6% year-over-year).
- 2019: Revenue of $3.7M, expenses of $483K, and assets of $4.5M (revenue +2563.3% year-over-year).
- 2015: Revenue of $138K, expenses of $1.0M, and assets of $2.3M (revenue -31.6% year-over-year).
- 2014: Revenue of $202K, expenses of $434K, and assets of $3.2M (revenue +52.6% year-over-year).
- 2013: Revenue of $132K, expenses of $324K, and assets of $3.5M (revenue +30.9% year-over-year).
- 2012: Revenue of $101K, expenses of $394K, and assets of $3.6M (revenue -5.6% year-over-year).
- 2011: Revenue of $107K, expenses of $287K, and assets of $3.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ulm Family Foundation Inc:
Data Sources and Methodology
This transparency report for Ulm Family Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.