2024-09-18T17:17:56+00:00 2023-12-31 990 2023-01-01 520880375 The Urban Institute URBA 2028337200 500 LEnfant Plaza SW Washington DC 20024 Robert Buchanan VP, Controller & Treasurer 2024-09-18 true 2023 2024-08-08 14:25:15Z Sarah Rosen Wartell 500 LEnfant Plaza SW Washington DC 20024 210098162 false X www.urban.org X 1968 DE The Urban Institute is a nonprofit research organization that provides data and evidence to help advance upward mobility and equity. 27 26 774 53 168375 40569 138719059 117780179 0 17389060 6958997 170399 -80825 156278518 124658351 8255595 9757525 0 82007972 91181548 0 4410275 38110072 36805060 128373639 137744133 27904879 -13085782 347500996 342149166 101508150 96239014 245992846 245910152 X The Urban Institute is a nonprofit research organization that provides data and evidence to help advance upward mobility and equity. We are a trusted source for changemakers who seek to strengthen decision making, create inclusive economic growth, and improve the well-being of families and communities. For more than 50 years, Urban has delivered facts that inspire solutions - and this remains our charge today. false false 19528639 3409953 SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE RESEARCH TO ACTION LAB IS AN INNOVATION HUB SERVING DECISIONMAKERS AND CREATIVE THINKERS EAGER TO EFFECT SOCIAL CHANGE. WE DRAW ON THE BREADTH AND DEPTH OF THE URBAN INSTITUTE'S RESEARCH INSIGHTS TO TEST NEW STRATEGIES AND DEVELOP CUTTING-EDGE TOOLS, PROGRAMS, AND TRAININGS, AS WELL AS PROVIDE STRATEGIC AND PHILANTHROPIC ADVICE TO PUBLIC, NONPROFIT, AND PRIVATE-SECTOR LEADERS. NIMBLE AND CREATIVE, THE LAB TAKES AN INTEGRATED APPROACH TO HELPING DECISIONMAKERS NAVIGATE CURRENT CHALLENGES AND SEIZE FUTURE OPPORTUNITIES IN LOCALITIES THROUGHOUT THE UNITED STATES. OUR MULTIDISCIPLINARY TEAM OFFERS EXPERTISE IN IDENTIFYING AND CULTIVATING APPROACHES THAT SHAPE PUBLIC DEBATE, IMPROVE DECISIONMAKING, AND SPARK DISRUPTIVE SOLUTIONS TO TODAY'S COMPLEX SOCIAL AND ECONOMIC CHALLENGES. 16415167 901888 SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: AT THE CENTER ON LABOR, HUMAN SERVICES, AND POPULATION, WE STUDY HOW FAMILY, YOUTH, AND INDIVIDUAL WELL-BEING IS SHAPED BY ECONOMIC, SOCIAL, AND DEMOGRAPHIC TRENDS, AND HOW POLICIES AND PROGRAMS CAN IMPROVE ECONOMIC SECURITY, WORK, AND CHILD WELFARE AND DEVELOPMENT. UNDERSTANDING HOW FAMILIES ARE FARING IN THE FACE OF ECONOMIC PRESSURES, DEMOGRAPHIC CHANGE, AND PUBLIC HEALTH AND SOCIAL CHALLENGES IS ESSENTIAL FOR POLICYMAKERS AND PRACTITIONERS WHO OVERSEE SOCIAL SERVICES AND PROGRAMS. OUR RESEARCH EXPLORES THE IMPLICATIONS OF THESE CHANGES FOR PEOPLE AND POLICIES AND CONTRIBUTES TO THE EVOLVING CONVERSATION ABOUT GROWING INEQUITIES AND THE PERSISTENCE OF STRUCTURAL RACISM. 14737978 130000 SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: FOR NEARLY 40 YEARS, THE HEALTH POLICY CENTER HAS HELPED LAWMAKERS UNDERSTAND THE SCOPE OF THE COUNTRY'S HEALTH CARE PROBLEMS AND COSTS, EVALUATED HOW PUBLIC POLICIES AFFECT LIVES AND COMMUNITIES, AND PROVIDED INSIGHTS ABOUT PAYMENT AND SERVICE DELIVERY REFORMS. WE UNDERSTAND THE MYRIAD FACTORS THAT CAN INFLUENCE A PERSON'S HEALTH, AND OUR RESEARCH TOOLS ALLOW US TO TRACK AND PREDICT TRENDS AND OUTCOMES RIGOROUSLY AND ACCURATELY. IN OUR WORK ANALYZING EMPLOYER-BASED COVERAGE, MEDICARE AND MEDICAID, THE HEALTH CARE SAFETY NET, AND STATE AND LOCAL INITIATIVES TO IMPROVE POPULATION HEALTH, WE ARE PROVIDING THE ANSWERS DECISIONMAKERS NEED TO ADDRESS HEALTH PROBLEMS IN AMERICA. 58597779 5054995 OTHER PROGRAM SERVICES CENTER ON NONPROFITS AND PHILANTHROPY CENTER ON EDUCATION DATA AND POLICY HOUSING FINANCE POLICY CENTER INCOME AND BENEFITS POLICY CENTER JUSTICE POLICY CENTER METROPOLITAN HOUSING AND COMMUNITIES POLICY CENTER OFFICE OF RACE AND EQUITY RESEARCH STATISTICAL METHODS GROUP URBAN-BROOKINGS TAX POLICY CENTER 58597779 5054995 109279563 true true false false false false false false true true true false true true true true false false true false false false false false false false true false true false false false false false false false false true false false false false false false false false true 545 0 true 774 true true true false false false false false false false X 27 26 true false false false false false false true true false false true true true true true true true true false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN VA AR WV WI X X X Robert Buchanan 2028337200 500 LEnfant Plaza SW Washington DC 20024 SARAH ROSEN WARTELL PRESIDENT 40.0 X X 982774 0 40141 ANNETTE L NAZARETH VICE CHAIR 2.0 X 0 0 0 ANTHONY A WILLIAMS VICE CHAIR 2.0 X 0 0 0 ANTONIA HERNANDEZ 2.0 X 0 0 0 ARTHUR I SEGEL 2.0 X 0 0 0 ASHLEY SWEARENGIN 2.0 X 0 0 0 CHARLES H RAMSEY 2.0 X 0 0 0 DAVID THOMAS 2.0 X 0 0 0 DIANA FARRELL 2.0 X 0 0 0 EDUARDO PADRON 2.0 X 0 0 0 HEATHER HIGGINBOTTOM 2.0 X 0 0 0 J ADAM ABRAM 2.0 X 0 0 0 JAMIE S GORELICK CHAIR 2.0 X 0 0 0 JAY CARNEY 2.0 X 0 0 0 JOHN WALLIS ROWE 2.0 X 0 0 0 KARAN BHATIA 2.0 X 0 0 0 KATE BAICKER 2.0 X 0 0 0 KENNETH BACON 2.0 X 0 0 0 MARGARET A HAMBURG 2.0 X 0 0 0 MARTA TIENDA 2.0 X 0 0 0 MARY J MILLER 2.0 X 0 0 0 MICHAEL A NUTTER 2.0 X 0 0 0 N GREGORY MANKIW VICE CHAIR 2.0 X 0 0 0 NEEL KASHKARI 2.0 X 0 0 0 SHAUN DONOVAN 2.0 X 0 0 0 STACY BROWN-PHILPOT 2.0 X 0 0 0 W MATTHEW KELLY 2.0 X 0 0 0 WILLIAM E HASLAM 2.0 X 0 0 0 ADREA TURNER CHIEF OF STAFF 40.0 X 205294 0 28949 ERIC HOWELL SENIOR VICE PRESIDENT OF FINANCE, OPERATIONS, AND BUSINESS STRATEGY 40.0 X 273443 0 8190 ROBERT BUCHANAN VICE PRESIDENT, CONTROLLER & TREASURER 40.0 X 283114 0 31820 GENEVIEVE KENNEY VICE PRESIDENT, HEALTH POLICY 40.0 X 359242 0 62534 KIMBERLYN LEARY SENIOR VICE PRESIDENT 40.0 X 441061 0 56581 SHRITA HERNANDEZ CHIEF COMMUNICATIONS OFFICER 40.0 X 327500 0 41348 STEPHEN ZUCKERMAN VICE PRESIDENT, HEALTH POLICY 40.0 X 359062 0 62534 TODD GREENE INSTITUTE FELLOW AND EXECUTIVE DIRECTOR 40.0 X 383321 0 45754 3614811 0 377851 305 false true false DEKA USA DIM PROPERTY ONE LP 7 PENN PLAZA SUITE 210 NEW YORK NY 10001 RENT 8346785 MATHEMATICA POLICY RESEARCH 1100 FIRST ST NE 12TH FLOOR WASHINGTON DC 20002 SUBCONTRACT/CONSULTING 1896072 DALBERG ADVISORS 1401 K ST NW SUITE 900 WASHINGTON DC 20005 SUBCONTRACT/CONSULTING 1364727 HEALTHTECH SOLUTIONS LLC 2030 HOOVER BLVD FRANKFORT KY 40601 SUBCONTRACT/CONSULTING 888631 GRANT THORNTON LLP 1250 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 20036 SUBCONTRACT/CONSULTING 819561 99 41363168 76417011 547970 117780179 0 0 0 0 0 4329932 4329932 1388 1388 0 0 88068846 85439811 2629035 0 2629065 2629065 553 553 553 MISCELLANEOUS 900099 17590 17590 DATA SUBSCRIPTIONS 900099 154750 154750 External Events 900099 13625 13625 -268731 0 0 -268731 -82766 124658351 19531 168375 6690266 X 9757525 9757525 1853467 187322 1629157 36988 65144849 51589461 10829273 2726115 5652390 4435967 978509 237914 13255570 10414451 2283712 557407 5275272 4090360 964799 220113 194077 12410 181667 104674 104674 515789 515789 19994900 16409352 3531815 53733 776703 649076 103854 23773 1985678 1276779 653494 55405 6743855 5792313 686342 265200 983118 887133 82385 13600 206998 174202 28035 4761 165 165 2514149 2038617 383725 91807 410178 317408 78221 14549 Miscellaneous business expenses 1232192 683140 451241 97811 Recruiting, 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0.02 0.01 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - ADJUSTMENT TO UNCOLLECTIBLE ALLOWANCE & OTHER MISCELLANEOUS, COLUMN A - 56150.0, COLUMN B - 43419.0, COLUMN C - 19970.0, COLUMN D - 9515.0, COLUMN E - -251141.0, COLUMN F - -122087.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137627627 17817981 5228013 445169 149772426 165171639 -25603135 1235748 705129 137627627 149982144 3923 19309712 3138585 985555 165171639 135626086 19060 18400656 3231274 832384 149982144 119233833 -5338 21942236 4383699 1160946 135626086 0.95 0.02 0.03 false false 20619218 10096077 10523141 13296776 11507084 1789692 4921153 4876905 44248 12357081 ALTERNATIVE INVESTMENTS 32926172 F 32926172 Right of Use Assets 60455066 60455066 LEASE LIABILITIES 80238438 80238438 X 137145630 13003068 0 13003068 124142562 515789 0 515789 124658351 137228344 0 0 137228344 515789 0 515789 137744133 Schedule D, Part V, Line 4 Intended uses of endowment funds Modest portions of the Endowment Funds are used each year to support on-going organizational health. In addition, the Board of Trustees has established a policy that additional funds may be utilized if the Board, during the annual budget review process, determines that the uses of those additional funds are important, strategic, and support achievement of The Urban Institute's mission. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FASB, THE INSTITUTE RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, AND INTEREST AND PENALTIES ON INCOME TAXES. WITH FEW EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDED DECEMBER 31, 2020 AND PRIOR. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUTE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. true Adept ID Inc 852665902 243272 Grant Sub-Award AHC Inc 541026365 17500 Grant Sub-Award Alivio Medical Center 363661051 501(C)(3) 24750 Grant Sub-Award American Institutes for Research 250965219 501(C)(3) 145305 Grant Sub-Award Arab-American Family Support Center 113167245 501(C)(3) 162469 Grant Sub-Award Arlington Partnership for Affordable Housing 541515133 17500 Grant Sub-Award Asian Community & Cultural Center 470807501 501(C)(3) 116727 Grant Sub-Award Asian Health Services 942235908 20000 Grant Sub-Award Athens Immigrants Economic Justice Coalition 201346967 501(C)(3) 9998 Grant Sub-Award Bay Area Women Coalition Inc 631195628 501(C)(3) 91667 Grant Sub-Award Beacon Charitable Pharmacy Inc 200797475 501(C)(3) 25000 Grant Sub-Award Belmont University 620465076 501(C)(3) 48891 Grant Sub-Award Bendable Labs 920858937 35000 Grant Sub-Award Birmingham AIDS Outreach 630948495 45076 Grant Sub-Award Board of Trustees Olive-Harvey College 362606236 32548 Grant Sub-Award Bright Beginnings Inc 521697917 501(C)(3) 38844 Grant Sub-Award Casa San Jose 464729004 501(C)(3) 84475 Grant Sub-Award Centro Campesino Farmworker Center 591460598 501(C)(3) 20141 Grant Sub-Award Chapin Hall Center for Children 362167012 501(C)(3) 130047 Grant Sub-Award Child Trends Inc 132982969 501(C)(3) 25507 Grant Sub-Award Chippewa Valley Technical College 391096972 7500 Grant Sub-Award Community College of Aurora 383721881 34270 Grant Sub-Award Community Information Now 815286030 501(C)(3) 50000 Grant Sub-Award Community of Hope Inc 521184749 501(C)(3) 34698 Grant Sub-Award County of Minnehaha South Dakota 466000426 20000 Grant Sub-Award Curators of the University of Missouri 266440629 501(C)(3) 110005 Grant Sub-Award Delta Health Center Inc 640443928 501(C)(3) 61514 Grant Sub-Award Diablo Valley College Contra Costa Community College 680342035 10610 Grant Sub-Award East Harris County Empowerment Council 270377576 501(C)(3) 133118 Grant Sub-Award Eden Youth and Family Center 942442586 501(C)(3) 102000 Grant Sub-Award Edu-Futuro Educacion para Nuestro Futuro 541914671 20547 Grant Sub-Award El Buen Samaritano Episcopal Mission 742488682 501(C)(3) 162868 Grant Sub-Award Equal Hope dba Metropolitan Chicago Breast Cancer Task Force 262264895 501(C)(3) 19263 Grant Sub-Award Ethiopian and Eritrean Cultural and Resource Center 522848405 501(C)(3) 101247 Grant Sub-Award Ethnic Minorities of Burma Advocacy and Resource Center 461017191 501(C)(3) 20904 Grant Sub-Award Family Values Work A Multi State Consortium Inc 270321696 501(C)(3) 45000 Grant Sub-Award Fletcher Technical Community College 720772772 16268 Grant Sub-Award Fresno Interdenominational Refugee Ministries 770357297 501(C)(3) 112822 Grant Sub-Award Georgetown University 530196603 501(C)(3) 206998 Grant Sub-Award Georgia Public Defense Foundation Inc 821697389 501(C)(3) 20000 Grant Sub-Award Georgia Tech Applied Research Corporation 582374837 501(C)(3) 5373 Grant Sub-Award Georgia Tech Research Corporation 580603146 501(C)(3) 27169 Grant Sub-Award Guiding Right Inc 731572221 501(C)(3) 85710 Grant Sub-Award Hispanic Unity of Florida Inc 592230272 501(C)(3) 132424 Grant Sub-Award Housing Alliance of Pennsylvania 232218001 501(C)(3) 30000 Grant Sub-Award Howard University 530204707 501(C)(3) 20000 Grant Sub-Award Immunize Colorado 841479975 501(C)(3) 120055 Grant Sub-Award Indiana University Foundation 356001673 70000 Grant Sub-Award Inland Congregations United for Change 330480298 121327 Grant Sub-Award Instructional Technology Council 521839730 501(C)(3) 28001 Grant Sub-Award Iowa Department of Health and Human Services 922490034 70000 Grant Sub-Award Johns Hopkins University 520595110 501(C)(3) 28300 Grant Sub-Award Kindred Communities 821473580 501(C)(3) 18000 Grant Sub-Award Lane Community College 930546223 20000 Grant Sub-Award Latin American Legal Defense and Education Fund 202484231 501(C)(3) 18601 Grant Sub-Award Legacy Foundation 351872803 501(C)(3) 159382 Grant Sub-Award Luke's House A Clinic for Healing and Hope 260332262 501(C)(3) 180445 Grant Sub-Award Make the Road States Inc 843988830 501(C)(3) 21050 Grant Sub-Award Manufacturing Advocacy and Growth Network 341455043 501(C)(3) 75850 Grant Sub-Award Mary's Center for Maternal and Child Care Inc 521594116 501(C)(3) 146075 Grant Sub-Award Massachusetts Institute of Technology 042103594 501(C)(3) 196616 Grant Sub-Award MDRC 237379473 501(C)(3) 91413 Grant Sub-Award Mississippi Immigrant Rights Alliance 943428290 501(C)(3) 41390 Grant Sub-Award Modesto Junior College 521566989 30112 Grant Sub-Award Morehouse College 580566205 501(C)(3) 10000 Grant Sub-Award MT San Jacinto Community College 330813228 10598 Grant Sub-Award National Association for Public Defense 464056944 20964 Grant Sub-Award National Coalition of Advance Technology Centers 752814504 501(C)(3) 30000 Grant Sub-Award National Council for Workforce Education 311449995 501(C)(3) 98861 Grant Sub-Award National Day Laborer Organizing Network 208802586 21232 Grant Sub-Award National Employment Law Project 132758558 501(C)(3) 75000 Grant Sub-Award National Opinion Research Center (NORC University of Chicago 362167808 501(C)(3) 111032 Grant Sub-Award New Immigrant Community Empowerment 113560625 501(C)(3) 115463 Grant Sub-Award New York University 135562308 501(C)(3) 53831 Grant Sub-Award North Alabama AHEC 473017416 501(C)(3) 131720 Grant Sub-Award North Carolina Coalition Against Domestic Violence 611077481 501(C)(3) 14417 Grant Sub-Award Northern Indiana Hispanic Health Coalition 320039221 21446 Grant Sub-Award Peace Village Poster 4 Peace 200079223 501(C)(3) 20095 Grant Sub-Award Philippine Nurses Association of Michigan 382178763 501(C)(3) 13675 Grant Sub-Award POISE Foundation 251393426 25000 Grant Sub-Award Prairie View A&M University 746001078 17000 Grant Sub-Award President and Fellows of Harvard College 042103580 501(C)(3) 394981 Grant Sub-Award Prevention of Blindness Society of Metropolitan Washington 530204690 501(C)(3) 17500 Grant Sub-Award RAND Corporation 951958142 501(C)(3) 108351 Grant Sub-Award Refugee Women's Network Inc 582369796 501(C)(3) 140249 Grant Sub-Award Regents of The University of California-Berkeley 946002123 312805 Grant Sub-Award Regents of the University of Michigan 386006309 44298 Grant Sub-Award Research Foundation CUNY 131988190 28550 Grant Sub-Award Research Institute at Nationwide Children's Hospital 316056230 501(C)(3) 14515 Grant Sub-Award Respect Together 232067636 501(C)(3) 119923 Grant Sub-Award Rutgers University 223001086 287104 Grant Sub-Award School District Nicolet Area Technical College 391086910 14885 Grant Sub-Award School Readiness Consulting LLC 450949314 40745 Grant Sub-Award SHRM Foundation 346610067 501(C)(3) 54000 Grant Sub-Award Southern Alabama AHEC 471573670 501(C)(3) 102138 Grant Sub-Award Southern California Area National Council of Negro Women 020738607 501(C)(3) 25000 Grant Sub-Award Southwestern Oregon Community College 936015621 20000 Grant Sub-Award Spelman College 580566243 501(C)(3) 39999 Grant Sub-Award Stanford Leland Junior University 941156365 501(C)(3) 258874 Grant Sub-Award Texas Southern University Foundation 741620415 501(C)(3) 32000 Grant Sub-Award Thai Community Development Center 954531770 501(C)(3) 98974 Grant Sub-Award The Center for Black Health and Equity 562211875 501(C)(3) 25000 Grant Sub-Award The CNA Corporation 541558882 501(C)(3) 65393 Grant Sub-Award The Council of State Governments 366000818 501(C)(3) 129449 Grant Sub-Award The Pennsylvania State University 246000376 99500 Grant Sub-Award The Public Good Projects 462717584 501(C)(3) 24997 Grant Sub-Award The Regents of the University of California-Los Angeles 956006143 43373 Grant Sub-Award The Research Foundation for The State University of New York 141368361 501(C)(3) 19957 Grant Sub-Award The University of Chicago 362177139 501(C)(3) 180466 Grant Sub-Award The University of Vermont 030179440 501(C)(3) 120000 Grant Sub-Award Trailhead Institute 841267213 501(C)(3) 283768 Grant Sub-Award Treasure Valley Community College 930507187 20000 Grant Sub-Award Trustees of Boston College 042103545 501(C)(3) 56902 Grant Sub-Award Tulsa Authority for Economic Opportunity 731372018 50000 Grant Sub-Award University of North Carolina Chapel Hill 566001393 501(C)(3) 42567 Grant Sub-Award University of Delaware 516000297 501(C)(3) 120000 Grant Sub-Award University of Denver 840404231 501(C)(3) 110000 Grant Sub-Award University of Houston 746001399 20000 Grant Sub-Award University of Illinois 376000511 501(C)(3) 10022 Grant Sub-Award University of New Orleans 720702000 501(C)(3) 25914 Grant Sub-Award University of Pittsburgh 250965591 501(C)(3) 18506 Grant Sub-Award University of Washington 916001537 49236 Grant Sub-Award Wabanaki Public Health and Wellness 043337456 501(C)(3) 21182 Grant Sub-Award Wake Technical Community College 560792775 16090 Grant Sub-Award Washington Area Community Investment Fund 541442466 501(C)(3) 17500 Grant Sub-Award Why Not Prosper 233089308 501(C)(3) 160559 Grant Sub-Award Wichita State University Campus of Applied Sciences & Technology 201027060 29279 Grant Sub-Award Winston-Salem State University 566001466 16672 Grant Sub-Award WorkHands Inc 461939119 599653 Grant Sub-Award World Education Inc 131804349 501(C)(3) 52159 Grant Sub-Award 91 39 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. URBAN ISSUES SEVERAL DIFFERENT GRANT AGREEMENT TYPES BASED ON VARYING FACTORS TO INCLUDE THE NATURE OF THE WORK TO BE CARRIED OUT BY THE GRANTEE, AMOUNT AND/OR PROPOSED COSTS, AND PERIOD OF PERFORMANCE. REGARDLESS OF GRANT TYPE, ALL GRANTEES ARE REQUIRED TO SUBMIT A PROGRAM DESCRIPTION AND CORRESPONDING BUDGET, WHICH ARE EVALUATED BY URBAN BEFORE GRANT EXECUTION TO ENSURE THE GOALS OF THE PROGRAM ARE APPROPRIATE AND COSTS ARE NECESSARY, REASONABLE, ALLOWABLE, AND ALLOCABLE. DURING IMPLEMENTATION, MONITORING PROCEDURES VARY DEPENDING ON THE AGREEMENT TYPE ISSUED, AS GRANTEES MAY BE REQUIRED TO SUBMIT REGULAR PROGRESS REPORTS, FINANCIAL REPORTS, OR DEMONSTRATE THAT THEY HAVE MET VARIOUS MILESTONES AND/OR SUBMITTED DELIVERABLES. THE PROJECT DIRECTOR IS RESPONSIBLE FOR REGULARLY MONITORING TO ENSURE THERE IS SATISFACTORY PROGRESS AND ADHERENCE TO THE TERMS AND CONDITIONS OUTLINED IN THE INDIVIDUAL GRANT AGREEMENT. FOR COST REIMBURSEMENT AGREEMENTS, FINANCIAL REPORTS ARE REVIEWED TO ENSURE EXPENDITURES ARE IN ACCORDANCE WITH APPROVED LINE-ITEM BUDGETS AND OTHER RELATED TERMS INCLUDED IN THE AGREEMENT. ONCE THE PROJECT DIRECTOR DETERMINES THAT RECIPIENTS HAVE SATISFACTORILY MET ALL REQUIRED CONDITIONS, APPROVAL IS DOCUMENTED AND INFORMATION FORWARDED TO ACCOUNTS PAYABLE FOR FURTHER REVIEW, APPROVAL, AND PAYMENT AS APPROPRIATE. AT THE CLOSE OF THE GRANT, THE GRANTEE WILL SUBMIT ALL FINAL MATERIALS, AND THE PROJECT DIRECTOR WILL REVIEW, AND CONFIRM ACCEPTANCE, AND URBAN WILL PROCEED TO FORMALLY CLOSEOUT THE GRANT. X X X X true false false false false false false false false SARAH ROSEN WARTELL PRESIDENT 982774 0 0 0 0 0 31400 0 8741 0 1022915 0 0 0 ROBERT BUCHANAN VICE PRESIDENT, CONTROLLER & TREASURER 283114 0 0 0 0 0 25822 0 5998 0 314934 0 0 0 ERIC HOWELL SENIOR VICE PRESIDENT OF FINANCE, OPERATIONS, AND BUSINESS STRATEGY 273443 0 0 0 0 0 0 0 8190 0 281633 0 0 0 ADREA TURNER CHIEF OF STAFF 205294 0 0 0 0 0 19105 0 9844 0 234243 0 0 0 KIMBERLYN LEARY SENIOR VICE PRESIDENT 441061 0 0 0 0 0 31400 0 25181 0 497642 0 0 0 TODD GREENE INSTITUTE FELLOW AND EXECUTIVE DIRECTOR 383321 0 0 0 0 0 31400 0 14354 0 429075 0 0 0 GENEVIEVE KENNEY VICE PRESIDENT, HEALTH POLICY 359242 0 0 0 0 0 31400 0 31134 0 421776 0 0 0 STEPHEN ZUCKERMAN VICE PRESIDENT, HEALTH POLICY 359062 0 0 0 0 0 31400 0 31134 0 421596 0 0 0 SHRITA HERNANDEZ CHIEF COMMUNICATIONS OFFICER 327500 0 0 0 0 0 31544 0 9804 0 368848 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Eric Howell - $190,000 X 1 480200 Market value X Software 1 67770 Market value false false true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions Contributions of publicly traded securities are transferred to the Urban Institute's financial institution. Upon liquidation of the securities, the net proceeds are then transferred to the Institute's general checking account. Schedule M, Part I Explanations of reporting method for number of contributions Other - Software Number of contributions Securities - Publicly traded - Number of contributions Form 990, Part III, Line 4d Description of other program services (Expenses $ 58,597,779 including grants of $ 5,054,995) OTHER PROGRAM SERVICES CENTER ON NONPROFITS AND PHILANTHROPY CENTER ON EDUCATION DATA AND POLICY HOUSING FINANCE POLICY CENTER INCOME AND BENEFITS POLICY CENTER JUSTICE POLICY CENTER METROPOLITAN HOUSING AND COMMUNITIES POLICY CENTER OFFICE OF RACE AND EQUITY RESEARCH STATISTICAL METHODS GROUP URBAN-BROOKINGS TAX POLICY CENTER Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Effective September 1, 2023, Shaun Donovan, a board member of the Urban Institute, became the CEO and President of Enterprise Community Partners. Sarah Rosen Wartell, President of the Urban Institute, also serves on the board of directors of Enterprise Community Partners. - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT OF THE FORM 990 IS PROVIDED TO THE CONTROLLER, WHO PERFORMS AN INDEPENDENT REVIEW OF THE DRAFT. CHANGES ARE INCORPORATED INTO A SECOND DRAFT, WHICH IS PROVIDED TO THE PRESIDENT FOR REVIEW. A FINAL DRAFT IS THEN PREPARED AND PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ONCE THE AUDIT COMMITTEE'S REVIEW IS COMPLETE, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy URBAN'S CONFLICT OF INTEREST POLICY REQUIRES ANY TRUSTEE TO DISCLOSE IN GOOD FAITH THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BEFORE A DECISION OF THE BOARD OR OPPORTUNITY TO INFLUENCE OR INFORM A DECISION BY MANAGEMENT OR STAFF AND TO NOT PARTICIPATE IN ANY RELEVANT DELIBERATIONS OR DECISIONS. ON AN ANNUAL BASIS, TRUSTEES AND OFFICERS MUST COMPLETE A STATEMENT ACKNOWLEDGING THEY HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WTH THE POLICY AND UNDERSTAND THE INSTITUTE'S TAX EXEMPT PURPOSE. THE CORPORATE SECRETARY ENSURES THESE STATEMENTS ARE RECEIVED FROM ALL TRUSTEES AND ENSURES THAT THE CHAIR AND RELEVANT TRUSTEES ARE AWARE OF ANY NOTICES OF CONFLICT. FURTHERMORE, THE INSTITUTE'S "STANDARDS OF ETHICAL CONDUCT" POLICY CONTAINS A SECTION ON CONFLICTS OF INTEREST. THE POLICY IS REQUIRED READING FOR ALL EMPLOYEES AND IS INCLUDED IN EMPLOYEE TRAINING ON ETHICAL CONDUCT. DETAILED REVIEW AND APPROVAL PROCEDURES EXIST FOR ALL EXPENDITURES, ENSURING STRONG INTERNAL CONTROL AND COMPLIANCE WITH ORGANIZATIONAL POLICIES. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE SALARY FOR THE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIR OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE PRESIDENTS/CEOS OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. THE CHAIR IS ALSO PROVIDED NATIONAL SALARY SURVEYS FOR COMPARABLE POSITIONS IN LIKE-SIZED ORGANIZATIONS AS WELL AS UPWARD ASSESSMENTS OF PERFORMANCE OF THE PRESIDENT BY OTHER SENIOR STAFF. THE EXECUTIVE COMMITTEE REVIEWS AND DISCUSSES THESE MATERIALS AND APPROVES THE COMPENSATION OF THE PRESIDENT. THE EXECUTIVE COMMITTEE'S REVIEW OF THE PRESIDENT'S PERFORMANCE AND SALARY IS DISCUSSED WITH THE FULL BOARD OF TRUSTEES, WITH THE PRESIDENT RECUSING HERSELF. THE CHAIR PROVIDES A WRITTEN SUMMARY OF THE DISCUSSION AND THE APPROVED SALARY IN A MEMO TO THE VICE PRESIDENT FOR HUMAN RESOURCES AND CHIEF OPERATIONS OFFICER. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE SALARY FOR THE SENIOR VICE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIR OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE SENIOR VICE PRESIDENTS OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. THE PRESIDENT CONSULTS WITH SENIOR STAFF OF THE INSTITUTE TO DISCUSS THE PERFORMANCE OF THE SENIOR VICE PRESIDENT. BASED ON THESE DISCUSSIONS AND THE SALARY SURVEYS MENTIONED ABOVE, THE PRESIDENT MAKES A SALARY RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THIS RECOMMENDATION, AS WELL AS THE SALARY SURVEY INFORMATION, TO APPROVE THE COMPENSATION OF THE SENIOR VICE PRESIDENT. THE CHAIR PROVIDES A WRITTEN SUMMARY OF THE DISCUSSION AND THE APPROVED SALARY IN A MEMO TO THE VICE PRESIDENT FOR HUMAN RESOURCES AND CHIEF OPERATIONS OFFICER. SALARIES OF OTHER OFFICERS ARE DETERMINED BY THE PRESIDENT IN CONSULTATION WITH THE SENIOR VICE PRESIDENT AND OTHERS WHO HAVE OBSERVED THE PERFORMANCE OF THESE INDIVIDUALS. THE SALARY INCREASES FOR THESE INDIVIDUALS MUST FALL WITHIN THE INSTITUTE'S ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Line 19 Required documents available to the public THE URBAN INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SUCH REQUESTS ARE GENERALLY FROM POTENTIAL GRANTORS AND FUNDERS IN RESPONSE TO A GRANT APPLICATION OR REQUEST FOR FUNDING FOR SPECIFIC PROJECTS. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Adjustment to allowance for doubtful accounts - Total Revenue: -268731, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -268731; Form 990, Part IX, Line 11g Other Fees Other - Total Expense: 6119039, Program Service Expense: 3538667, Management and General Expenses: 2580372, Fundraising Expenses: ; Subcontractors - Total Expense: 9451502, Program Service Expense: 9451502, Management and General Expenses: , Fundraising Expenses: ; Consultant fees and expenses - Total Expense: 3873058, Program Service Expense: 3307208, Management and General Expenses: 533748, Fundraising Expenses: 32102; Purchase order contracts - Total Expense: 75412, Program Service Expense: 24884, Management and General Expenses: 49599, Fundraising Expenses: 929; Temporary help - Total Expense: 475889, Program Service Expense: 87091, Management and General Expenses: 368096, Fundraising Expenses: 20702; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;