URBAN INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- URBAN INSTITUTE (EIN 52-0880375)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-14
- IRS object ID
- 202332269349301493
- Schema version
- 2022v5.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T19:32:30+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520880375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Urban Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 2028337200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LEnfant Plaza SW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Buchanan | PersonNm |
| Person Title | VP, Controller & Treasurer | PersonTitleTxt |
| Signature | 2023-08-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert | PersonFirstNm |
| Person Last | Buchanan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sarah Rosen Wartell | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LEnfant Plaza SW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $212,472,057 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.urban.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | The Urban Institute is a nonprofit research organization that provides data and evidence to help advance upward mobility and equity. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 751 | TotalEmployeeCnt |
| Total Volunteers | 69 | TotalVolunteersCnt |
| Total Gross UBI | $145,950 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $144,104,296 | PYContributionsGrantsAmt |
| CY Contributions Grants | $138,719,059 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,628,954 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,389,060 | CYInvestmentIncomeAmt |
| PY Other Revenue | $193,416 | PYOtherRevenueAmt |
| CY Other Revenue | $170,399 | CYOtherRevenueAmt |
| PY Total Revenue | $169,926,666 | PYTotalRevenueAmt |
| CY Total Revenue | $156,278,518 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,814,545 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,255,595 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $72,164,546 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $82,007,972 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,094,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,514,730 | PYOtherExpensesAmt |
| CY Other Expenses | $38,110,072 | CYOtherExpensesAmt |
| PY Total Expenses | $115,493,821 | PYTotalExpensesAmt |
| CY Total Expenses | $128,373,639 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $54,432,845 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,904,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $297,470,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $347,500,996 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,449,144 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,508,150 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $261,021,308 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $245,992,846 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,541,505 | ExpenseAmt |
| Grant | $4,046,560 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,249,581 | ExpenseAmt |
| Grant | $165,585 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,499,303 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $54,288,188 | ExpenseAmt |
| Grant | $3,950,891 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES CENTER ON NONPROFITS AND PHILANTHROPY EDUCATION DATA AND POLICY CENTER EXECUTIVE OFFICE RESEARCH 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 TECHNOLOGY AND DATA SCIENCE TAX POLICY CENTER | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $54,288,188 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,950,891 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $102,578,577 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 450 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 751 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Buchanan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028337200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LEnfant Plaza SW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SARAH ROSEN WARTELL | |||||||
| PRESIDENT | 40.0 | Yes (X) | Yes (X) | $822,251 | $0 | $38,239 | |
| ANNETTE L NAZARETH | |||||||
| VICE CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY A WILLIAMS | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIA HERNANDEZ | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR I SEGEL | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY SWEARENGIN | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES H RAMSEY | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID THOMAS | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DIANA FARRELL | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| EDUARDO PADRON | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER HIGGINBOTTOM | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| J ADAM ABRAM | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE S GORELICK | |||||||
| CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JAY CARNEY | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WALLIS ROWE | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| KARAN BHATIA | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| KATE BAICKER | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH BACON | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET A HAMBURG | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTA TIENDA | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY J MILLER | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A NUTTER | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| N GREGORY MANKIW | |||||||
| VICE CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| NEEL KASHKARI | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| SHAUN DONOVAN | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| STACY BROWN-PHILPOT | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| W MATTHEW KELLY | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E HASLAM | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ADREA TURNER | |||||||
| CHIEF OF STAFF | 40.0 | Yes (X) | $110,679 | $0 | $5,145 | ||
| ERIC HOWELL | |||||||
| SENIOR VICE PRESIDENT OF FINANCE, OPERATIONS, AND BUSINESS STRATEGY | 40.0 | Yes (X) | $115,552 | $0 | $5,658 | ||
| LIZA GETSINGER | |||||||
| CHIEF OF STAFF & DIRECTOR OF PROGRAM PLANNING | 40.0 | Yes (X) | $47,727 | $0 | $4,961 | ||
| NANI COLORETTI | |||||||
| SENIOR VICE PRESIDENT, FINANCIAL & BUSINESS STRATEGY & TREASURER | 40.0 | Yes (X) | $151,881 | $0 | $17,739 | ||
| ROBERT BUCHANAN | |||||||
| VICE PRESIDENT, CONTROLLER & ASSISTANT TREASURER | 40.0 | Yes (X) | $271,784 | $0 | $30,266 | ||
| GENEVIEVE KENNEY | |||||||
| VICE PRESIDENT, HEALTH POLICY | 40.0 | $329,835 | $0 | $54,692 | Yes (X) | ||
| KIMBERLYN LEARY | |||||||
| SENIOR VICE PRESIDENT | 40.0 | $407,438 | $0 | $51,286 | Yes (X) | ||
| SIGNE-MARY MCKERNAN | |||||||
| VICE PRESIDENT, LABOR, HUMAN SERVICES, & POPULATION | 40.0 | $287,860 | $0 | $28,920 | Yes (X) | ||
| STEPHEN ZUCKERMAN | |||||||
| VICE PRESIDENT, HEALTH POLICY | 40.0 | $332,373 | $0 | $55,549 | Yes (X) | ||
| TODD GREENE | |||||||
| INSTITUTE FELLOW AND EXECUTIVE DIRECTOR | 40.0 | $354,481 | $0 | $43,233 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,231,861 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $335,688 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DEKA USA DIM PROPERTY ONE LP | ||||||
| 7 PENN PLAZA | SUITE 210 | NEW YORK | NY | 10001 | RENT | $8,206,172 |
| BROOKINGS INSTITUTION | ||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | SUBCONTRACT/CONSULTING | $1,086,000 | |
| HEALTHTECH SOLUTIONS LLC | ||||||
| 2030 HOOVER BLVD | FRANKFORT | KY | 40601 | SUBCONTRACT/CONSULTING | $1,056,650 | |
| MATHEMATICA POLICY RESEARCH | ||||||
| 1100 FIRST ST NE | 12TH FLOOR | WASHINGTON | DC | 20002 | SUBCONTRACT/CONSULTING | $967,337 |
| SOCIAL SCIENCE RESEARCH SOLUTIONS | ||||||
| 1 BRAXTON WAY | SUITE 125 | GLEN MILLS | PA | 19342 | SUBCONTRACT/CONSULTING | $961,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 80 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $39,835,546 | GovernmentGrantsAmt |
| All Other Contributions | $98,883,513 | AllOtherContributionsAmt |
| Total Contributions | $138,719,059 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,229,576 | TotalRevenueColumnAmt |
| Exclusion | $2,229,576 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,009 | RelatedOrExemptFuncIncomeAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,353,023 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,193,539 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,159,484 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,159,484 | TotalRevenueColumnAmt |
| Exclusion | $15,159,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $925 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $925 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $925 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $9,515 | $9,515 | |
| DATA SUBSCRIPTIONS | 900099 | $145,950 | $145,950 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $155,465 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,278,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,449 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $145,950 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,389,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,255,595 | TotalAmt |
| Program Services | $8,255,595 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,279 | TotalAmt |
| Program Services | $139,462 | ProgramServicesAmt |
| Management And General | $1,389,273 | ManagementAndGeneralAmt |
| Fundraising | $23,544 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,769,737 | TotalAmt |
| Program Services | $46,760,573 | ProgramServicesAmt |
| Management And General | $10,126,830 | ManagementAndGeneralAmt |
| Fundraising | $1,882,334 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,946,566 | TotalAmt |
| Program Services | $3,979,884 | ProgramServicesAmt |
| Management And General | $805,093 | ManagementAndGeneralAmt |
| Fundraising | $161,589 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,898,000 | TotalAmt |
| Program Services | $9,614,472 | ProgramServicesAmt |
| Management And General | $1,894,014 | ManagementAndGeneralAmt |
| Fundraising | $389,514 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,841,390 | TotalAmt |
| Program Services | $3,849,956 | ProgramServicesAmt |
| Management And General | $834,571 | ManagementAndGeneralAmt |
| Fundraising | $156,863 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,673 | TotalAmt |
| Program Services | $13,385 | ProgramServicesAmt |
| Management And General | $149,288 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,015 | TotalAmt |
| Management And General | $130,015 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,547 | TotalAmt |
| Management And General | $732,547 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,349,840 | TotalAmt |
| Program Services | $17,190,049 | ProgramServicesAmt |
| Management And General | $3,113,467 | ManagementAndGeneralAmt |
| Fundraising | $46,324 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,563 | TotalAmt |
| Program Services | $689,225 | ProgramServicesAmt |
| Management And General | $101,557 | ManagementAndGeneralAmt |
| Fundraising | $20,781 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,870,812 | TotalAmt |
| Program Services | $1,289,452 | ProgramServicesAmt |
| Management And General | $538,363 | ManagementAndGeneralAmt |
| Fundraising | $42,997 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,775,185 | TotalAmt |
| Program Services | $5,678,620 | ProgramServicesAmt |
| Management And General | $896,570 | ManagementAndGeneralAmt |
| Fundraising | $199,995 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,164 | TotalAmt |
| Program Services | $475,592 | ProgramServicesAmt |
| Management And General | $37,197 | ManagementAndGeneralAmt |
| Fundraising | $3,375 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,421 | TotalAmt |
| Program Services | $114,669 | ProgramServicesAmt |
| Management And General | $61,799 | ManagementAndGeneralAmt |
| Fundraising | $2,953 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221 | TotalAmt |
| Management And General | $221 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,695,589 | TotalAmt |
| Program Services | $2,129,051 | ProgramServicesAmt |
| Management And General | $492,846 | ManagementAndGeneralAmt |
| Fundraising | $73,692 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,744 | TotalAmt |
| Program Services | $295,745 | ProgramServicesAmt |
| Management And General | $74,572 | ManagementAndGeneralAmt |
| Fundraising | $10,427 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Recruiting, interview, and survey incentives | $1,859,814 | $944,181 | $889,279 | $26,354 |
| Miscellaneous business expenses | $278,924 | $107,523 | $155,023 | $16,378 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,560 | TotalAmt |
| Program Services | $1,051,143 | ProgramServicesAmt |
| Management And General | $278,197 | ManagementAndGeneralAmt |
| Fundraising | $37,220 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,373,639 | TotalAmt |
| Program Services | $102,578,577 | ProgramServicesAmt |
| Management And General | $22,700,722 | ManagementAndGeneralAmt |
| Fundraising | $3,094,340 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,763 | BOYAmt |
| EOY | $34,766 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,965,010 | BOYAmt |
| EOY | $16,805,464 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,629,072 | BOYAmt |
| EOY | $37,234,415 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,721,711 | BOYAmt |
| EOY | $29,105,328 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,876,067 | BOYAmt |
| EOY | $2,024,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,210,928 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,971,021 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,145,239 | BOYAmt |
| EOY | $14,239,907 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,100,509 | BOYAmt |
| EOY | $146,464,385 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,029,081 | BOYAmt |
| EOY | $35,861,130 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $65,731,134 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,470,452 | BOYAmt |
| EOY | $347,500,996 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,500,144 | BOYAmt |
| EOY | $12,367,336 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,980,526 | BOYAmt |
| EOY | $2,932,997 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,968,474 | BOYAmt |
| EOY | $86,207,817 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,449,144 | BOYAmt |
| EOY | $101,508,150 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,719,020 | BOYAmt |
| EOY | $129,769,656 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,302,288 | BOYAmt |
| EOY | $116,223,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,021,308 | BOYAmt |
| EOY | $245,992,846 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,470,452 | BOYAmt |
| EOY | $347,500,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $27,904,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$42,933,341 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,759,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,031,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,790,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,104,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,719,045 | CurrentTaxYearAmt |
| Total | $597,405,949 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $925 | CurrentTaxYearAmt |
| Total | $95,027 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,785,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,097,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,792,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,105,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,719,970 | CurrentTaxYearAmt |
| Total | $597,500,976 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $313,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,000 | CurrentTaxYearAmt |
| Total | $772,156 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $313,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,000 | CurrentTaxYearAmt |
| Total | $772,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $596,728,820 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,537,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,436,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,209,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,296,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,243,585 | CurrentTaxYearAmt |
| Total | $8,723,954 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $16,998 | CurrentTaxYearMinus1YearAmt |
| Total | $16,998 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,537,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,436,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,209,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,313,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,243,585 | CurrentTaxYearAmt |
| Total | $8,740,952 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,970 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,515 | CurrentTaxYearAmt |
| Total | $150,019 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,344,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,589,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,045,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,439,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,973,070 | CurrentTaxYearAmt |
| Total | $606,391,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9841 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9837 | PublicSupportPY509Pct |
| Investment Income CY | 0.01 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - ADJUSTMENT TO UNCOLLECTIBLE ALLOWANCE & OTHER MISCELLANEOUS, COLUMN A - 20965.0, COLUMN B - 56150.0, COLUMN C - 43419.0, COLUMN D - 19970.0, COLUMN E - 9515.0, COLUMN F - 150019.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,171,639 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$25,603,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,235,748 | OtherExpendituresAmt |
| Administrative Expenses | $705,129 | AdministrativeExpensesAmt |
| End Year Balance | $137,627,627 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,982,144 | BeginningYearBalanceAmt |
| Contributions | $3,923 | ContributionsAmt |
| Investment Earnings Or Losses | $19,309,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,138,585 | OtherExpendituresAmt |
| Administrative Expenses | $985,555 | AdministrativeExpensesAmt |
| End Year Balance | $165,171,639 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,626,086 | BeginningYearBalanceAmt |
| Contributions | $19,060 | ContributionsAmt |
| Investment Earnings Or Losses | $18,400,656 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,231,274 | OtherExpendituresAmt |
| Administrative Expenses | $832,384 | AdministrativeExpensesAmt |
| End Year Balance | $149,982,144 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,233,833 | BeginningYearBalanceAmt |
| Contributions | -$5,338 | ContributionsAmt |
| Investment Earnings Or Losses | $21,942,236 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,383,699 | OtherExpendituresAmt |
| Administrative Expenses | $1,160,946 | AdministrativeExpensesAmt |
| End Year Balance | $135,626,086 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,124,224 | BeginningYearBalanceAmt |
| Contributions | $48,684 | ContributionsAmt |
| Investment Earnings Or Losses | -$745,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,247,784 | OtherExpendituresAmt |
| Administrative Expenses | $945,375 | AdministrativeExpensesAmt |
| End Year Balance | $119,233,833 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $20,582,286 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $9,063,859 | DepreciationAmt |
| Book Value | $11,518,427 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,707,489 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $10,105,463 | DepreciationAmt |
| Book Value | $2,602,026 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,921,153 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,801,699 | DepreciationAmt |
| Book Value | $119,454 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,239,907 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT | Desc |
| Book Value | $35,861,130 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,861,130 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Assets | Desc |
| Book Value | $65,731,134 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $65,731,134 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | |
| LEASE LIABILITIES | $86,207,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,207,817 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $112,612,630 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$42,933,341 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$42,933,341 | RevenueNotReportedAmt |
| Revenue Subtotal | $155,545,971 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $732,547 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $732,547 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $156,278,518 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $127,641,092 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $127,641,092 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $732,547 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $732,547 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $128,373,639 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2018 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Russia and Neighboring States | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | PUBLIC POLICY RESEARCH | SpecificServicesProvidedTxt |
| Region Total Expenditures | $14,865 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $14,865 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,865 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | RUSSIA AND NEIGHBORING STATES-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (115 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|
| American Institutes for Research | |||||||
| 250965219 | 501(C)(3) | $8,467 | GRANT SUB-AWARD | ||||
| Arab-American Family Support Center | |||||||
| 113167245 | 501(C)(3) | $116,984 | GRANT SUB-AWARD | ||||
| Asian Community & Cultural Center | |||||||
| 470807501 | 501(C)(3) | $67,662 | GRANT SUB-AWARD | ||||
| Asian Health Services | |||||||
| 942235908 | $10,000 | GRANT SUB-AWARD | |||||
| Athens Immigrants Economic Justice Coalition | |||||||
| 201346967 | 501(C)(3) | $20,000 | GRANT SUB-AWARD | ||||
| Bay Area Women Coalition Inc | |||||||
| 631195628 | 501(C)(3) | $107,852 | GRANT SUB-AWARD | ||||
| Birmingham AIDS Outreach | |||||||
| 630948495 | $49,974 | GRANT SUB-AWARD | |||||
| Boone County Community Services Department | |||||||
| 436000349 | $93,118 | GRANT SUB-AWARD | |||||
| Bright Beginnings Inc | |||||||
| 521697917 | 501(C)(3) | $59,978 | GRANT SUB-AWARD | ||||
| Brookings Institution | |||||||
| 530196577 | 501(C)(3) | $236,000 | GRANT SUB-AWARD | ||||
| Casa San Jose | |||||||
| 464729004 | 501(C)(3) | $26,748 | GRANT SUB-AWARD | ||||
| Centro Campesino Farmworker Center | |||||||
| 591460598 | 501(C)(3) | $183,013 | GRANT SUB-AWARD | ||||
| Chapin Hall Center for Children | |||||||
| 362167012 | 501(C)(3) | $57,750 | GRANT SUB-AWARD | ||||
| Child Trends Inc | |||||||
| 132982969 | 501(C)(3) | $94,386 | GRANT SUB-AWARD | ||||
| City of Philadelphia | |||||||
| 236003047 | $94,178 | GRANT SUB-AWARD | |||||
| Comite Civico del Valle Inc | |||||||
| 330411322 | 501(C)(3) | $73,995 | GRANT SUB-AWARD | ||||
| Community Information Now | |||||||
| 815286030 | 501(C)(3) | $30,000 | GRANT SUB-AWARD | ||||
| Community of Hope Inc | |||||||
| 521184749 | 501(C)(3) | $93,185 | GRANT SUB-AWARD | ||||
| Correctional Leaders Association | |||||||
| 873333378 | $7,905 | GRANT SUB-AWARD | |||||
| Council of State Governments | |||||||
| 366000818 | 501(C)(3) | $43,235 | GRANT SUB-AWARD | ||||
| County of Alameda | |||||||
| 946000501 | $125,000 | GRANT SUB-AWARD | |||||
| County of Charleston Department of Community Services | |||||||
| 576001289 | $110,982 | GRANT SUB-AWARD | |||||
| County of Minnehaha South Dakota | |||||||
| 466000426 | $70,200 | GRANT SUB-AWARD | |||||
| County of Summit | |||||||
| 346002767 | $132,850 | GRANT SUB-AWARD | |||||
| Curators of the University of Missouri | |||||||
| 266440629 | 501(C)(3) | $90,000 | GRANT SUB-AWARD | ||||
| Davis H Elliot Co | |||||||
| 540458233 | $15,000 | GRANT SUB-AWARD | |||||
| DC Office of Planning | |||||||
| 536001131 | $31,609 | GRANT SUB-AWARD | |||||
| Delaware Department of Correction | |||||||
| 516000279 | 501(C)(3) | $10,000 | GRANT SUB-AWARD | ||||
| Delta Health Center Inc | |||||||
| 640443928 | 501(C)(3) | $93,652 | GRANT SUB-AWARD | ||||
| Diablo Valley College Contra Costa Community College | |||||||
| 680342035 | $19,240 | GRANT SUB-AWARD | |||||
| East Harris County Empowerment Council | |||||||
| 270377576 | 501(C)(3) | $68,686 | GRANT SUB-AWARD | ||||
| Eden Youth and Family Center | |||||||
| 942442586 | 501(C)(3) | $88,351 | GRANT SUB-AWARD | ||||
| El Buen Samaritano Episcopal Mission | |||||||
| 742488682 | 501(C)(3) | $90,173 | GRANT SUB-AWARD | ||||
| Ethiopian and Eritrean Cultural and Resource Center | |||||||
| 522848405 | 501(C)(3) | $37,259 | GRANT SUB-AWARD | ||||
| Family & Children Services | |||||||
| 730580270 | $20,000 | GRANT SUB-AWARD | |||||
| Family Values Work A Multi State Consortium Inc | |||||||
| 270321696 | 501(C)(3) | $80,000 | GRANT SUB-AWARD | ||||
| Fletcher Technical Community College | |||||||
| 720772772 | $19,614 | GRANT SUB-AWARD | |||||
| Florida Policy Institute Inc | |||||||
| 472759708 | 501(C)(3) | $7,500 | GRANT SUB-AWARD | 1001 N Orange Avenue | Orlando | FL | 32801 |
| Florida State University | |||||||
| 593211153 | 501(C)(3) | $20,500 | GRANT SUB-AWARD | ||||
| Fresno Interdenominational Refugee Ministries | |||||||
| 770357297 | 501(C)(3) | $119,262 | GRANT SUB-AWARD | ||||
| G A Carmichael Family Health Center | |||||||
| 640580940 | 501(C)(3) | $53,847 | GRANT SUB-AWARD | ||||
| Georgetown University | |||||||
| 530196603 | 501(C)(3) | $135,650 | GRANT SUB-AWARD | ||||
| Georgia Tech Applied Research Corporation | |||||||
| 582374837 | 501(C)(3) | $78,615 | GRANT SUB-AWARD | ||||
| Hawaii Appleseed Center for Law and Economic Justice | |||||||
| 760748976 | 501(C)(3) | $30,000 | GRANT SUB-AWARD | ||||
| Immunize Colorado | |||||||
| 841479975 | 501(C)(3) | $80,453 | GRANT SUB-AWARD | ||||
| Instructional Technology Council | |||||||
| 521839730 | 501(C)(3) | $21,775 | GRANT SUB-AWARD | ||||
| Iowa Department of Corrections | |||||||
| 426004571 | 501(C)(3) | $64,993 | GRANT SUB-AWARD | ||||
| Iowa Department of Human Rights | |||||||
| 420919127 | 501(C)(3) | $180,439 | GRANT SUB-AWARD | ||||
| Kindred Communities | |||||||
| 821473580 | 501(C)(3) | $17,514 | GRANT SUB-AWARD | ||||
| Latin American Legal Defense and Education Fund | |||||||
| 202484231 | 501(C)(3) | $5,649 | GRANT SUB-AWARD | ||||
| LeadingAge Inc | |||||||
| 136213523 | 501(C)(3) | $8,754 | GRANT SUB-AWARD | ||||
| Legacy Foundation | |||||||
| 351872803 | 501(C)(3) | $6,080 | GRANT SUB-AWARD | ||||
| Little Manila Foundation | |||||||
| 202661354 | 501(C)(3) | $62,092 | GRANT SUB-AWARD | ||||
| Luke's House A Clinic for Healing and Hope | |||||||
| 260332262 | 501(C)(3) | $46,630 | GRANT SUB-AWARD | ||||
| Maine Pretrial Services Inc | |||||||
| 010461120 | $12,450 | GRANT SUB-AWARD | |||||
| Mary's Center for Maternal and Child Care Inc | |||||||
| 521594116 | 501(C)(3) | $72,486 | GRANT SUB-AWARD | ||||
| Massachusetts Institute of Technology | |||||||
| 042103594 | 501(C)(3) | $202,957 | GRANT SUB-AWARD | ||||
| Mississippi Immigrant Rights Alliance | |||||||
| 943428290 | 501(C)(3) | $60,000 | GRANT SUB-AWARD | ||||
| Morehouse College | |||||||
| 580566205 | 501(C)(3) | $10,000 | GRANT SUB-AWARD | ||||
| MT San Jacinto Community College | |||||||
| 330813228 | $19,049 | GRANT SUB-AWARD | |||||
| National Association for Public Defense | |||||||
| 464056944 | $45,055 | GRANT SUB-AWARD | |||||
| National Coalition of Advance Technology Centers | |||||||
| 752814504 | 501(C)(3) | $20,000 | GRANT SUB-AWARD | ||||
| National Council for Workforce Education | |||||||
| 311449995 | 501(C)(3) | $46,256 | GRANT SUB-AWARD | ||||
| National Domestic Workers Alliance | |||||||
| 352420942 | 501(C)(3) | $40,000 | GRANT SUB-AWARD | ||||
| National Employment Law Project | |||||||
| 132758558 | 501(C)(3) | $50,000 | GRANT SUB-AWARD | ||||
| NORC at the University of Chicago | |||||||
| 362167808 | 501(C)(3) | $148,174 | GRANT SUB-AWARD | ||||
| Nationwide Children's Hospital | |||||||
| 316056230 | 501(C)3 | $15,127 | GRANT SUB-AWARD | ||||
| New Immigrant Community Empowerment | |||||||
| 113560625 | 501(C)(3) | $79,206 | GRANT SUB-AWARD | ||||
| New York University | |||||||
| 135562308 | 501(C)(3) | $146,313 | GRANT SUB-AWARD | ||||
| North Alabama AHEC | |||||||
| 473017416 | 501(C)(3) | $16,779 | GRANT SUB-AWARD | ||||
| Nurse-Family Partnership | |||||||
| 200234163 | 501(C)(3) | $25,000 | GRANT SUB-AWARD | ||||
| Opportunity Work | |||||||
| 813214432 | 501(C)(3) | $22,400 | GRANT SUB-AWARD | ||||
| Papa Ola Lokahi | |||||||
| 990273765 | $100,000 | GRANT SUB-AWARD | |||||
| Pennsylvania Coalition Against Rape | |||||||
| 232067636 | 501(C)(3) | $41,350 | GRANT SUB-AWARD | ||||
| Philippine Nurses Association of Michigan | |||||||
| 382178763 | 501(C)(3) | $11,317 | GRANT SUB-AWARD | ||||
| President and Fellows of Harvard College | |||||||
| 042103580 | 501(C)(3) | $384,514 | GRANT SUB-AWARD | ||||
| Prevention of Blindness Society of Metropolitan Washington | |||||||
| 530204690 | 501(C)(3) | $17,500 | GRANT SUB-AWARD | ||||
| Ramsey County | |||||||
| 416005875 | $105,677 | GRANT SUB-AWARD | |||||
| RAND Corporation | |||||||
| 951958142 | 501(C)(3) | $59,388 | GRANT SUB-AWARD | ||||
| Refugee Women's Network Inc | |||||||
| 582369796 | 501(C)(3) | $95,055 | GRANT SUB-AWARD | ||||
| RefugeeOne | |||||||
| 363817743 | 501(C)(3) | $31,933 | GRANT SUB-AWARD | ||||
| Regents of The University of California-Berkeley | |||||||
| 946002123 | $340,319 | GRANT SUB-AWARD | |||||
| Regents of the University of Michigan | |||||||
| 386006309 | 501(C)(3) | $95,580 | GRANT SUB-AWARD | ||||
| Research Foundation CUNY | |||||||
| 131988190 | $19,080 | GRANT SUB-AWARD | |||||
| Riverside County Dept of Housing Homeless Prevention & Work | |||||||
| 956000930 | $125,000 | GRANT SUB-AWARD | |||||
| Samaritan Foundation INC dba ConnectionHealth | |||||||
| 200944048 | 501(C)(3) | $54,355 | GRANT SUB-AWARD | ||||
| School District Nicolet Area Technical College | |||||||
| 391086910 | $18,771 | GRANT SUB-AWARD | |||||
| School Readiness Consulting LLC | |||||||
| 450949314 | $51,844 | GRANT SUB-AWARD | |||||
| SOME Inc So Others Might Eat | |||||||
| 237098123 | $17,500 | GRANT SUB-AWARD | |||||
| Southern Alabama AHEC | |||||||
| 471573670 | 501(C)(3) | $27,797 | GRANT SUB-AWARD | ||||
| Springboard to Opportunities | |||||||
| 461917760 | 501(C)(3) | $28,608 | GRANT SUB-AWARD | ||||
| St Lucie County | |||||||
| 596000835 | $65,818 | GRANT SUB-AWARD | |||||
| Texas Southern University | |||||||
| 741620415 | 501(C)(3) | $51,751 | GRANT SUB-AWARD | ||||
| Thai Community Development Center | |||||||
| 954531770 | 501(C)(3) | $153,875 | GRANT SUB-AWARD | ||||
| The CNA Corporation | |||||||
| 541558882 | 501(C)(3) | $79,573 | GRANT SUB-AWARD | ||||
| The Inclusion Group | |||||||
| 833515788 | 501(C)(3) | $48,604 | GRANT SUB-AWARD | ||||
| The Regents of the University of California-Los Angeles | |||||||
| 956006143 | $206,626 | GRANT SUB-AWARD | |||||
| The University of Central Florida Board of Trustees | |||||||
| 592924021 | 501(C)(3) | $154,321 | GRANT SUB-AWARD | ||||
| The University of Chicago | |||||||
| 362177139 | 501(C)(3) | $95,346 | GRANT SUB-AWARD | ||||
| The University of Vermont | |||||||
| 030179440 | 501(C)(3) | $90,000 | GRANT SUB-AWARD | ||||
| Tulsa Authority for Economic Opportunity | |||||||
| 731372018 | $318,125 | GRANT SUB-AWARD | |||||
| Under 21 dba Covenant House New York | |||||||
| 133076376 | 501(C)(3) | $72,388 | GRANT SUB-AWARD | ||||
| University of Arkansas | |||||||
| 716003252 | $10,000 | GRANT SUB-AWARD | |||||
| University of Delaware | |||||||
| 516000297 | 501(C)(3) | $90,000 | GRANT SUB-AWARD | ||||
| University of Denver | |||||||
| 840404231 | 501(C)(3) | $90,000 | GRANT SUB-AWARD | ||||
| University of Illinois | |||||||
| 376000511 | 501(C)(3) | $38,856 | GRANT SUB-AWARD | ||||
| University of New Orleans | |||||||
| 720702000 | 501(C)(3) | $166,806 | GRANT SUB-AWARD | ||||
| University of Notre Dame | |||||||
| 350868188 | 501(C)(3) | $10,000 | GRANT SUB-AWARD | ||||
| Urban League of Philadelphia | |||||||
| 231429810 | 501(C)(3) | $49,109 | GRANT SUB-AWARD | ||||
| Urban Strategies Council | |||||||
| 943044453 | 501(C)(3) | $25,000 | GRANT SUB-AWARD | ||||
| Wake Technical Community College | |||||||
| 560792775 | $18,000 | GRANT SUB-AWARD | |||||
| Wellesley College | |||||||
| 042103637 | 501(C)(3) | $9,988 | GRANT SUB-AWARD | ||||
| Why Not Prosper | |||||||
| 233089308 | 501(C)(3) | $41,037 | GRANT SUB-AWARD | ||||
| WorkHands Inc | |||||||
| 461939119 | $17,135 | GRANT SUB-AWARD | |||||
| World Education Inc | |||||||
| 131804349 | 501(C)(3) | $92,510 | GRANT SUB-AWARD | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 84 | Total501c3OrgCnt |
| Total Other Org | 31 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH ROSEN WARTELL | ||||||||||||||
| PRESIDENT | $822,251 | $0 | $0 | $0 | $0 | $0 | $29,020 | $0 | $9,219 | $0 | $860,490 | $0 | $0 | $0 |
| ROBERT BUCHANAN | ||||||||||||||
| VICE PRESIDENT, CONTROLLER & ASSISTANT TREASURER | $271,784 | $0 | $0 | $0 | $0 | $0 | $24,837 | $0 | $5,429 | $0 | $302,050 | $0 | $0 | $0 |
| NANI COLORETTI | ||||||||||||||
| SENIOR VICE PRESIDENT, FINANCIAL & BUSINESS STRATEGY & TREASURER | $151,881 | $0 | $0 | $0 | $0 | $0 | $9,226 | $0 | $8,513 | $0 | $169,620 | $0 | $0 | $0 |
| KIMBERLYN LEARY | ||||||||||||||
| SENIOR VICE PRESIDENT | $407,438 | $0 | $0 | $0 | $0 | $0 | $29,020 | $0 | $22,266 | $0 | $458,724 | $0 | $0 | $0 |
| TODD GREENE | ||||||||||||||
| INSTITUTE FELLOW AND EXECUTIVE DIRECTOR | $354,481 | $0 | $0 | $0 | $0 | $0 | $29,020 | $0 | $14,213 | $0 | $397,714 | $0 | $0 | $0 |
| STEPHEN ZUCKERMAN | ||||||||||||||
| VICE PRESIDENT, HEALTH POLICY | $332,373 | $0 | $0 | $0 | $0 | $0 | $29,020 | $0 | $26,529 | $0 | $387,922 | $0 | $0 | $0 |
| GENEVIEVE KENNEY | ||||||||||||||
| VICE PRESIDENT, HEALTH POLICY | $329,835 | $0 | $0 | $0 | $0 | $0 | $29,020 | $0 | $25,672 | $0 | $384,527 | $0 | $0 | $0 |
| SIGNE-MARY MCKERNAN | ||||||||||||||
| VICE PRESIDENT, LABOR, HUMAN SERVICES, & POPULATION | $287,860 | $0 | $0 | $0 | $0 | $0 | $25,990 | $0 | $2,930 | $0 | $316,780 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 54,288,188 including grants of $ 3,950,891) OTHER PROGRAM SERVICES CENTER ON NONPROFITS AND PHILANTHROPY EDUCATION DATA AND POLICY CENTER EXECUTIVE OFFICE RESEARCH 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 TECHNOLOGY AND DATA SCIENCE TAX POLICY CENTER |
| 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 PRESIDENT/CEO 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 DETERMINES 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 ADMINISTRATIVE 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 DETERMINE 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 ADMINISTRATIVE 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 IX, Line 11g Other Fees | Other - Total Expense: 8806937, Program Service Expense: 6364673, Management and General Expenses: 2442264, Fundraising Expenses: ; Subcontractors - Total Expense: 8308919, Program Service Expense: 8308919, Management and General Expenses: , Fundraising Expenses: ; Consultant fees and expenses - Total Expense: 2555402, Program Service Expense: 2426515, Management and General Expenses: 103722, Fundraising Expenses: 25165; Purchase order contracts - Total Expense: 283262, Program Service Expense: 8845, Management and General Expenses: 272043, Fundraising Expenses: 2374; Temporary help - Total Expense: 395320, Program Service Expense: 81097, Management and General Expenses: 295438, Fundraising Expenses: 18785; - 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: ; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LENFANT PLAZA SW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526674346 | EIN |
| Primary Activities | PROVIDE BENEFITS TO INSTITUTE EMPLOYEES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(9) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $5,344,256 | InvolvedAmt |
| Method Of Amount Determination | CASH AMOUNT | MethodOfAmountDeterminationTxt |