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URBAN INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
URBAN INSTITUTE (EIN 52-0880375)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349307803
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T11:43:09+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DR STE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221023599ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520880375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE URBAN INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlURBABusinessNameControlTxt
Phone2028337200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 LENFANT PLAZA SWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRACEY PATILLO JOHNSONPersonNm
Person TitleVICE PRESIDENT & TREASURERPersonTitleTxt
Phone2028337200PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD TERESCOPreparerPersonNm
PTINP00247720PTIN
Phone7038930600PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1SARAH ROSEN WARTELLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 LENFANT PLAZA SWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$176,528,523GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.URBAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionThe Urban Institute is a nonprofit research organization that applies a range of approaches to examine today's challenges and identify policy solutions that work for people, including research and data analysis, convening, data tools and modeling, strategic advising, program evaluation, and community engagement.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee748TotalEmployeeCnt
Total Volunteers59TotalVolunteersCnt
Total Gross UBI$99,983TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$73,631NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$117,780,179PYContributionsGrantsAmt
CY Contributions Grants$116,586,031CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,958,997PYInvestmentIncomeAmt
CY Investment Income$8,928,338CYInvestmentIncomeAmt
PY Other Revenue-$80,825PYOtherRevenueAmt
CY Other Revenue$4,078,081CYOtherRevenueAmt
PY Total Revenue$124,658,351PYTotalRevenueAmt
CY Total Revenue$129,592,450CYTotalRevenueAmt
PY Grants And Similar Paid$9,757,525PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,402,317CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$91,181,548PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$99,990,080CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,808,934CYTotalFundraisingExpenseAmt
PY Other Expenses$36,805,060PYOtherExpensesAmt
CY Other Expenses$38,071,438CYOtherExpensesAmt
PY Total Expenses$137,744,133PYTotalExpensesAmt
CY Total Expenses$148,463,835CYTotalExpensesAmt
PY Revenues Less Expenses-$13,085,782PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$18,871,385CYRevenuesLessExpensesAmt
Total Assets BOY$342,149,166TotalAssetsBOYAmt
Total Assets EOY$311,581,937TotalAssetsEOYAmt
Total Liabilities BOY$96,239,014TotalLiabilitiesBOYAmt
Total Liabilities EOY$76,117,914TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$245,910,152NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$235,464,023NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Urban Institute is a nonprofit research organization that drives impact by equipping changemakers with evidence and solutions to create a future where every person and community has the opportunity and power to thrive.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,028,982ExpenseAmt
Grant$3,080,407GrantAmt
DescSOCIAL 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

FieldValueIRS element (for citing)
Expense$18,395,637ExpenseAmt
Grant$1,551,288GrantAmt
DescSOCIAL 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$14,922,549ExpenseAmt
Grant$397,635GrantAmt
DescSOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE INCOME AND BENEFITS POLICY CENTER GIVES DECISIONMAKERS CRUCIAL INFORMATION BY PREDICTING HOW POLICY CHANGES WILL AFFECT PEOPLE, PROGRAMS, AND GOVERNMENT. WE ANALYZE FAMILY ECONOMIC WELL-BEING FROM CHILDHOOD THROUGH RETIREMENT AND UNDERTAKE RESEARCH ON A WIDE VARIETY OF ISSUES, INCLUDING INCOME SUPPORT, SOCIAL INSURANCE, TAXES, AND CHILD SUPPORT; EDUCATION AND TRAINING PROGRAMS AND POLICIES; EMPLOYERS, WORKPLACES, AND THE LABOR MARKET; AND WORKFORCE DEVELOPMENT SYSTEMS AND POLICIES. AS TECHNOLOGICAL AND DEMOGRAPHIC SHIFTS TRANSFORM THE NATURE OF JOBS, OUR EXPERTS ON POSTSECONDARY EDUCATION AND WORKFORCE DEVELOPMENT STUDY WHAT SKILLS WORKERS WILL NEED IN THE FUTURE AND WHAT CHALLENGES LIE AHEAD FOR RETIREES. OUR RESEARCH EXPLORES THE IMPLICATIONS OF THESE CHANGES FOR PEOPLE AND POLICIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$64,438,985ExpenseAmt
Grant$5,372,987GrantAmt
Revenue$46,571RevenueAmt
DescURBAN CONDUCTED ADDITIONAL PROGRAMMATIC ACTIVITIES INCLUDING RESEARCH AND DATA ANALYSIS, CONVENINGS, DATA TOOLS AND MODELING, STRATEGIC ADVISING, PROGRAM EVALUATION, AND COMMUNITY ENGAGEMENT, THAT FOCUSED ON ECONOMIC AND SOCIAL POLICY ISSUES THAT AFFECT THE WELL-BEING OF PEOPLE AND COMMUNITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$64,438,985TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$5,372,987TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$46,571TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$117,786,153TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document589IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee748EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRACEY PATILLO JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028337200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 LENFANT PLAZA SWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
SARAH ROSEN WARTELL
PRESIDENT AND CHIEF EXECUTIVE OFFICER40.0Yes (X)Yes (X)$971,063$0$291,561
ALEXANDRA REEVE GIVENS
TRUSTEE (EFFECTIVE 05/2024)2.0Yes (X)$0$0$0
ANNETTE L NAZARETH
CHAIR (EFFECTIVE 11/2024), VICE CHAIR (THROUGH 11/2024)2.0Yes (X)$0$0$0
ANTHONY A WILLIAMS
VICE CHAIR2.0Yes (X)$0$0$0
ANTONIA HERNANDEZ
TRUSTEE2.0Yes (X)$0$0$0
ARTHUR I SEGEL
TRUSTEE2.0Yes (X)$0$0$0
ASHLEY SWEARENGIN
TRUSTEE2.0Yes (X)$0$0$0
DAVID A THOMAS
TRUSTEE2.0Yes (X)$0$0$0
DIANA FARRELL
VICE CHAIR (EFFECTIVE 11/2024), TRUSTEE2.0Yes (X)$0$0$0
EDUARDO J PADRON
TRUSTEE2.0Yes (X)$0$0$0
HEATHER HIGGINBOTTOM
TRUSTEE2.0Yes (X)$0$0$0
J ADAM ABRAM
TRUSTEE2.0Yes (X)$0$0$0
JAMIE S GORELICK
CHAIR (THROUGH 11/2024)2.0Yes (X)$0$0$0
JAY CARNEY
TRUSTEE2.0Yes (X)$0$0$0
JOHN GOODMAN
TRUSTEE (EFFECTIVE 05/2024)2.0Yes (X)$0$0$0
JOHN WALLIS ROWE
TRUSTEE2.0Yes (X)$0$0$0
KARAN BHATIA
TRUSTEE2.0Yes (X)$0$0$0
KENNETH BACON
TRUSTEE2.0Yes (X)$0$0$0
M LEE PELTON
TRUSTEE (EFFECTIVE 11/2024)2.0Yes (X)$0$0$0
MARGARET ANADU
TRUSTEE (EFFECTIVE 11/2024)2.0Yes (X)$0$0$0
MARTA TIENDA
TRUSTEE2.0Yes (X)$0$0$0
MARY C DALY
TRUSTEE2.0Yes (X)$0$0$0
MARY J MILLER
TRUSTEE2.0Yes (X)$0$0$0
MICHAEL A NUTTER
TRUSTEE2.0Yes (X)$0$0$0
N GREGORY MANKIW
VICE CHAIR2.0Yes (X)$0$0$0
PATTI B SARIS
TRUSTEE (EFFECTIVE 05/2024)2.0Yes (X)$0$0$0
RAPHAEL W BOSTIC
TRUSTEE (EFFECTIVE 11/2024)2.0Yes (X)$0$0$0
ROSIE ALLEN-HERRING
TRUSTEE2.0Yes (X)$0$0$0
ROY L AUSTIN
TRUSTEE (EFFECTIVE 05/2024)2.0Yes (X)$0$0$0
RUTH MARCUS
TRUSTEE2.0Yes (X)$0$0$0
SHAUN DONOVAN
TRUSTEE2.0Yes (X)$0$0$0
STACY BROWN-PHILPOT
TRUSTEE (THROUGH 11/2024)2.0Yes (X)$0$0$0
W MATTHEW KELLY
TRUSTEE2.0Yes (X)$0$0$0
WILLIAM E HASLAM
TRUSTEE2.0Yes (X)$0$0$0
ADREA TURNER
CHIEF OF STAFF & CORPORATE SECRETARY (THROUGH 03/2024)40.0Yes (X)$54,685$0$6,562
MATT ROGERS
CHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORATE SECRETARY (EFFECTIVE 03/2024)40.0Yes (X)$207,528$0$33,824
ROBERT BUCHANAN
VICE PRESIDENT, CONTROLLER & TREASURER40.0Yes (X)$292,576$0$33,032
GENEVIEVE KENNEY
INSTITUTE FELLOW, RESEARCH40.0$349,939$0$68,889Yes (X)
MARY CUNNINGHAM
SENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS40.0$407,826$0$55,452Yes (X)
MYRA JONES-TAYLOR
SENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS40.0$376,572$0$69,651Yes (X)
TODD GREENE
VICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE40.0$397,461$0$49,668Yes (X)
YASMIN KAZZAZ
CHIEF OPERATIONS OFFICER40.0$377,915$0$66,022Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,435,565TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$674,661TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K335IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MATHEMATICA INC
1100 First St NESuite 1200WashingtonDC20002SUBCONTRACT/CONSULTING$1,853,741
GRANT THORNTON LLP
1250 CONNECTICUT AVE NWSUITE 400WASHINGTONDC20036SUBCONTRACT/CONSULTING$1,079,049
DALBERG ADVISORS
1401 K ST NWSUITE 900WASHINGTONDC20005SUBCONTRACT/CONSULTING$1,008,032
AUS Inc
155 GAITHER DRIVESUITE AMOUNT LAURELNJ08054SUBCONTRACT/CONSULTING$972,605
RESEARCH TRIANGLE INSTITUTE
3040 EAST CORNWALLIS RDDURHAMNC27713SUBCONTRACT/CONSULTING$874,612
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K73CntrctRcvdGreaterThan100KCnt
Government Grants$40,446,011GovernmentGrantsAmt
All Other Contributions$76,140,020AllOtherContributionsAmt
Total Contributions$116,586,031TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,545,070TotalRevenueColumnAmt
Unrelated Business Revenue-$25,245UnrelatedBusinessRevenueAmt
Exclusion$4,570,315ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,474TotalRevenueColumnAmt
Related Or Exempt Func Income$3,474RelatedOrExemptFuncIncomeAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$51,319,341SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$46,936,073SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,383,268SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,383,268TotalRevenueColumnAmt
Exclusion$4,383,268ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$289GrossSalesOfInventoryAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$289TotalRevenueColumnAmt
Related Or Exempt Func Income$289RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS900099$3,906,282$3,906,282
DATA SUBSCRIPTIONS900099$114,650$33,308$81,342
EXTERNAL EVENTS900099$53,386$9,500$43,886

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,074,318OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$129,592,450TotalRevenueColumnAmt
Related Or Exempt Func Income$46,571RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$99,983UnrelatedBusinessRevenueAmt
Exclusion$12,859,865ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,216,489TotalAmt
Program Services$10,216,489ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$185,828TotalAmt
Program Services$185,828ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,638,136TotalAmt
Program Services$28,023ProgramServicesAmt
Management And General$1,605,165ManagementAndGeneralAmt
Fundraising$4,948FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$70,765,161TotalAmt
Program Services$55,586,242ProgramServicesAmt
Management And General$11,616,453ManagementAndGeneralAmt
Fundraising$3,562,466FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,398,498TotalAmt
Program Services$4,987,186ProgramServicesAmt
Management And General$1,088,842ManagementAndGeneralAmt
Fundraising$322,470FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,363,756TotalAmt
Program Services$11,815,929ProgramServicesAmt
Management And General$2,784,004ManagementAndGeneralAmt
Fundraising$763,823FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,824,529TotalAmt
Program Services$4,483,077ProgramServicesAmt
Management And General$1,051,521ManagementAndGeneralAmt
Fundraising$289,931FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$563,908TotalAmt
Program Services$48,719ProgramServicesAmt
Management And General$515,189ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$256,344TotalAmt
Management And General$256,344ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$426,202TotalAmt
Management And General$426,202ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$19,014,348TotalAmt
Program Services$16,705,009ProgramServicesAmt
Management And General$2,285,417ManagementAndGeneralAmt
Fundraising$23,922FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$645,783TotalAmt
Program Services$567,733ProgramServicesAmt
Management And General$52,348ManagementAndGeneralAmt
Fundraising$25,702FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,113,322TotalAmt
Program Services$1,343,451ProgramServicesAmt
Management And General$685,790ManagementAndGeneralAmt
Fundraising$84,081FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,523,369TotalAmt
Program Services$6,557,433ProgramServicesAmt
Management And General$1,540,530ManagementAndGeneralAmt
Fundraising$425,406FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,127,187TotalAmt
Program Services$1,015,059ProgramServicesAmt
Management And General$90,325ManagementAndGeneralAmt
Fundraising$21,803FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$281,525TotalAmt
Program Services$236,776ProgramServicesAmt
Management And General$36,830ManagementAndGeneralAmt
Fundraising$7,919FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,835TotalAmt
Management And General$3,835ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,752,675TotalAmt
Program Services$2,292,446ProgramServicesAmt
Management And General$314,848ManagementAndGeneralAmt
Fundraising$145,381FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$412,105TotalAmt
Program Services$315,324ProgramServicesAmt
Management And General$76,384ManagementAndGeneralAmt
Fundraising$20,397FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS BUSINESS EXPENSES$1,269,023$990,433$179,719$98,871
RECRUITING, INTERVIEW, AND SURVEY INCENTIVES$681,812$410,996$259,002$11,814

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$148,463,835TotalAmt
Program Services$117,786,153ProgramServicesAmt
Management And General$24,868,748ManagementAndGeneralAmt
Fundraising$5,808,934FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,050BOYAmt
EOY$2,766,868EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,500,812BOYAmt
EOY$21,959,491EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$43,400,459BOYAmt
EOY$42,272,963EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,756,747BOYAmt
EOY$13,558,722EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,452,114BOYAmt
EOY$2,342,697EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$39,624,690LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,208,562LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,357,081BOYAmt
EOY$10,416,128EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$148,299,665BOYAmt
EOY$143,178,028EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$32,926,172BOYAmt
EOY$30,398,805EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$60,455,066BOYAmt
EOY$44,688,235EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$342,149,166BOYAmt
EOY$311,581,937EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,155,672BOYAmt
EOY$14,318,906EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,844,904BOYAmt
EOY$3,870,743EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,238,438BOYAmt
EOY$57,928,265EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$96,239,014BOYAmt
EOY$76,117,914EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$134,521,495BOYAmt
EOY$136,568,584EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,388,657BOYAmt
EOY$98,895,439EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$245,910,152BOYAmt
EOY$235,464,023EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$342,149,166BOYAmt
EOY$311,581,937EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$18,871,385ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,429,137NetUnrlzdGainsLossesInvstAmt
Investment Expense-$3,881InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$108,790,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144,104,296CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$138,719,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,780,179CurrentTaxYearMinus1YearAmt
Current Tax Year$116,586,031CurrentTaxYearAmt
Total$625,980,493TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,310CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$925CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$553CurrentTaxYearMinus1YearAmt
Current Tax Year$289CurrentTaxYearAmt
Total$4,195TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$108,792,252CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144,105,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$138,719,970CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,780,732CurrentTaxYearMinus1YearAmt
Current Tax Year$116,586,320CurrentTaxYearAmt
Total$625,984,688TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$625,984,688PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,209,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,296,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,243,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,331,319CurrentTaxYearMinus1YearAmt
Current Tax Year$4,548,544CurrentTaxYearAmt
Total$13,630,178TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,209,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,296,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,243,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,331,319CurrentTaxYearMinus1YearAmt
Current Tax Year$4,548,544CurrentTaxYearAmt
Total$13,630,178TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$16,998CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$51,638CurrentTaxYearMinus1YearAmt
Total$68,636TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,419CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$251,141CurrentTaxYearMinus1YearAmt
Current Tax Year$3,906,282CurrentTaxYearAmt
Total$3,728,045TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,045,629CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145,439,154CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$140,973,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,912,548CurrentTaxYearMinus1YearAmt
Current Tax Year$125,041,146CurrentTaxYearAmt
Total$643,411,547TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97291PublicSupportCY509Pct
Public Support PY5090.9811PublicSupportPY509Pct
Investment Income CY0.02InvestmentIncomeCYPct
Investment Income PY0.02InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 12 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - ADJUSTMENT TO UNCOLLECTIBLE ALLOWANCE & OTHER MISCELLANEOUS, COLUMN A - 43419.0, COLUMN B - 19970.0, COLUMN C - 9515.0, COLUMN D - -251141.0, COLUMN E - 3906282.0, COLUMN F - 3728045.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$149,772,426BeginningYearBalanceAmt
Investment Earnings Or Losses$15,811,950InvestmentEarningsOrLossesAmt
Other Expenditures$9,644,000OtherExpendituresAmt
Administrative Expenses$372,221AdministrativeExpensesAmt
End Year Balance$155,568,155EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$137,627,627BeginningYearBalanceAmt
Investment Earnings Or Losses$17,817,981InvestmentEarningsOrLossesAmt
Other Expenditures$5,228,013OtherExpendituresAmt
Administrative Expenses$445,169AdministrativeExpensesAmt
End Year Balance$149,772,426EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$165,171,639BeginningYearBalanceAmt
Investment Earnings Or Losses-$25,603,135InvestmentEarningsOrLossesAmt
Other Expenditures$1,235,748OtherExpendituresAmt
Administrative Expenses$705,129AdministrativeExpensesAmt
End Year Balance$137,627,627EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$149,982,144BeginningYearBalanceAmt
Contributions$3,923ContributionsAmt
Investment Earnings Or Losses$19,309,712InvestmentEarningsOrLossesAmt
Other Expenditures$3,138,585OtherExpendituresAmt
Administrative Expenses$985,555AdministrativeExpensesAmt
End Year Balance$165,171,639EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$135,626,086BeginningYearBalanceAmt
Contributions$19,060ContributionsAmt
Investment Earnings Or Losses$18,400,656InvestmentEarningsOrLossesAmt
Other Expenditures$3,231,274OtherExpendituresAmt
Administrative Expenses$832,384AdministrativeExpensesAmt
End Year Balance$149,982,144EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.9476BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0225PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0299TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,635,331OtherCostOrOtherBasisAmt
Depreciation$11,860,571DepreciationAmt
Book Value$8,774,760BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,068,206OtherCostOrOtherBasisAmt
Depreciation$12,459,847DepreciationAmt
Book Value$1,608,359BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,921,153OtherCostOrOtherBasisAmt
Depreciation$4,888,144DepreciationAmt
Book Value$33,009BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,416,128TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
ALTERNATIVE INVESTMENTS$30,398,805F
FieldValueIRS element (for citing)
Total Book Value Securities$30,398,805TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETSDesc
Book Value$44,688,235BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$44,688,235TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Federal Income Taxes
LEASE LIABILITIES$57,928,265
FieldValueIRS element (for citing)
Total Liability$57,928,265TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$137,591,505TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,425,257NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$8,425,257RevenueNotReportedAmt
Revenue Subtotal$129,166,248RevenueSubtotalAmt
Investment Expenses Not Incld$426,202InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$426,202RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$129,592,450TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$148,037,633TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$148,037,633ExpensesSubtotalAmt
Investment Expenses Not Incld2$426,202InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$426,202ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$148,463,835TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsMODEST 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) footnoteUnder provisions of the Internal Revenue Code (IRC) Section 501(c)(3) and the applicable regulations of the District of Columbia, the Institute is exempt from taxes on income other than unrelated business income. The Institute incurred unrelated business income tax expense amounting to $20,700 and $14,275 for the years ended December 31, 2024 and 2023, respectively. The Institute is not a private foundation under section 509(a)(1) of the IRC. 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.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
North America (Canada & Mexico only)00Grantmaking$185,828
North America (Canada & Mexico only)00Program Services$7,302Fieldwork
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$193,130SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$193,130TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionNorth America (Canada & Mexico only)RegionTxt
Purpose Of GrantSUBGRANTPurposeOfGrantTxt
Cash Grant$185,828CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsURBAN INSTITUTE PRIMARILY CONDUCTS ITS GRANTMAKING AND PROGRAMMATIC ACTIVITIES WITHIN THE UNITED STATES. IN THE RARE INSTANCES WHERE GRANTS OR OTHER ASSISTANCE ARE PROVIDED TO ENTITIES OUTSIDE THE U.S, URBAN APPLIES THE SAME RIGOROUS STANDARDS AND OVERSIGHT PROCEDURES USED FOR DOMESTIC GRANTS. ALL GRANTEES ARE REQUIRED TO SUBMIT A PROPOSED BUDGET AND JUSTIFICATION, WHICH ARE REVIEWED TO ENSURE THAT COSTS ARE NECESSARY, REASONABLE, ALLOWABLE, AND ALLOCABLE UNDER APPLICABLE GUIDELINES. EACH GRANT AGREEMENT CLEARLY DEFINES THE FUNDED PROJECT OR SCOPE OF WORK TO BE PERFORMED, INCLUDING EXPECTED DELIVERABLES WHERE APPROPRIATE. MONITORING OF INTERNATIONAL GRANTS IS CONDUCTED BY PROJECT DIRECTORS, WITH SUPPORT FROM ADMINISTRATIVE STAFF ACROSS DEPARTMENTS. OVERSIGHT PROCEDURES MAY INCLUDE NARRATIVE PROGRESS REPORTS, FINANCIAL REPORTING, MILESTONE TRACKING, AND REGULAR COMMUNICATION WITH THE GRANTEE. THESE PROCEDURES ARE TAILORED TO THE NATURE AND SCOPE OF THE FUNDED WORK AND ARE DESIGNED TO ENSURE COMPLIANCE WITH GRANT TERMS AND SATISFACTORY PROGRESS TOWARD PROGRAM GOALS. IN SOME CASES, FUNDERS MAY IMPOSE ADDITIONAL REQUIREMENTS FOR INTERNATIONAL GRANTEES. WHILE THESE ARE NOT TYPICAL FOR URBAN'S OPERATIONS, THE ORGANIZATION COMPLIES WITH SUCH STIPULATIONS WHEN REQUIRED, AS PART OF ITS COMMITMENT TO TRANSPARENCY AND ACCOUNTABILITY.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsNORTH AMERICA (CANADA & MEXICO ONLY)-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsNORTH AMERICA (CANADA & MEXICO ONLY)-Accrual

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (111 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
Adept ID Inc
184 High StreetSuite 602BostonMA02110852665902$33,514Grant Sub-Award
American Indian College Fund
8333 Greenwood BlvdDenverCO80221521573446$22,000Grant Sub-Award501(C)(3)
American Institutes for Research
1400 Crystal DrArlingtonVA22202250965219$272,775Grant Sub-Award501(C)(3)
Arab-American Family Support Ctr Inc
150 Court StFl 3BrooklynNY11201113167245$39,728Grant Sub-Award501(C)(3)
Asian Community & Cultural Center
144 North 44th StreetLincolnNE68503470807501$25,921Grant Sub-Award501(C)(3)
Association for Enterprise Opp Inc
1310 L St NWWashingtonDC20005363834357$100,550Grant Sub-Award501(c)(3)
Bay Area Women Coalition Inc
1717 Jessie StreetMobileAL36617631195628$33,144Grant Sub-Award501(C)(3)
Birmingham AIDS Outreach
205 32nd Street SouthBirminghamAL35233630948495$56,023Grant Sub-Award501(c)(3)
Board of Regents of the Uni of WI Sys
21 N Park StMadisonWI537151218396006492$126,013Grant Sub-Award
Brandeis University
415 South StreetWalthamMA02453042103552$78,082Grant Sub-Award501(C)(3)
Cal Poly Corporation
1 Grand AvenueSan Luis ObispoCA93407951648180$10,000Grant Sub-Award501(c)(3)
California Partnership for Safe Communities
1301 Clay St72346OaklandCA94612453127566$39,924Grant Sub-Award501(C)(3)
California State University Channel Islands
1 University DriveCamarilloCA93012912153805$30,000Grant Sub-Award
Casa San Jose
2116 Broadway AvenuePittsburghPA15216464729004$32,467Grant Sub-Award501(C)(3)
Chapin Hall Center for Children
1313 East 60th StreetChicagoIL60637362167012$9,941Grant Sub-Award501(C)(3)
Child Trends Inc
12300 Twinbrook ParkwaySuite 235RockvilleMD20852132982969$68,503Grant Sub-Award501(C)(3)
Chippewa Valley Technical College
620 W Clairemont AvenueEau ClaireWI54701391096972$17,500Grant Sub-Award
City Colleges of Chicago Foundation
180 N Wabash AveSuite 200ChicagoIL60601363157624$45,000Grant Sub-Award501(C)(3)
City of Philadelphia
1617 JFK Blvd Suite 1800PhiladelphiaPA19103236003047$111,108Grant Sub-AwardGOVERNMENT
Clear Creek Creative
PO Box 195BighillKY40405464324070$381,625Grant Sub-Award
Colorado Department of Corrections
PO Box 1010Canon CityCO812151010840644739$40,000Grant Sub-AwardGOVERNMENT
Common Future
2323 BroadwayOaklandCA94612201544255$69,429Grant Sub-Award501(c)(3)
Communications Workers of America
501 3rd Street NWWashingtonDC20001530246709$34,191Grant Sub-Award501(C)(5)
Community Information Now
7411 John Smith DrSuite 1100San AntonioTX78229815286030$50,000Grant Sub-Award501(C)(3)
Community of Hope Inc
4 Atlantic Street SWWashingtonDC20032521184749$32,770Grant Sub-Award501(C)(3)
Community Partners
1000 North Alameda StreetLos AngelesCA90012954302067$123,501Grant Sub-Award501(c)(3)
Correctional Leaders Association
PO Box 102IonaID83437843333378$6,285Grant Sub-Award501(C)(3)
Council of State Governments
1776 Avenue of the StatesLexingtonKY40511366000818$100,841Grant Sub-Award501(C)(3)
County of Allegheny
1 Smithfield StreetPittsburghPA15222256001017$26,724Grant Sub-AwardGOVERNMENT
County of Charleston
5010 Lawyers LaneNorth CharlestonSC294187609576001289$278,316Grant Sub-AwardGOVERNMENT
County of Milwaukee
600 W Walnut StSuite 100MilwaukeeWI53212396005720$29,330Grant Sub-AwardGOVERNMENT
County of Minnehaha South Dakota
231 N Dakota AvenueSioux FallsND57117466000426$400,000Grant Sub-AwardGOVERNMENT
Curators of the University of Missouri
PO 807012Kansas CityMO641807012266440629$103,160Grant Sub-Award501(C)(3)
DC Policy Center
1310 L ST NW SUITE 325WashingtonDC20005822380479$85,752Grant Sub-Award501(c)(3)
Diablo Valley College
321 Golf Club RoadPleasant HillCA94523680342035$17,500Grant Sub-Award
East Harris County Empowerment Council
11821 East FWY Suite 500HoustonTX77029270377576$34,360Grant Sub-Award501(C)(3)
Eden Youth and Family Center
680 Tennyson RoadHaywardCA94544942442586$52,115Grant Sub-Award501(C)(3)
Education Design Lab
1200 18th St NW710WashingtonDC20036464248042$52,499Grant Sub-Award501(c)(3)
El Buen Samaritano Episcopal Mission
7000 Woodhue DriveAustinTX78745742488682$64,035Grant Sub-Award501(C)(3)
Ethiopian and Eritrean Cultural and Resource Center
1515 SE 122nd AvenueSuite 1509APortlandOR97233522848405$34,521Grant Sub-Award501(C)(3)
Fresno Interdenominational Refugee Ministries
1940 North Fresno StreetFresnoCA93703770357297$33,241Grant Sub-Award501(C)(3)
George Washington University
44983 Knoll SquareSuite 290AshburnVA20147530196584$115,181Grant Sub-Award501(C)(3)
Georgia Public Defense Foundation Inc
270 Washington St SWSuite 6079AtlantaGA30334821697389$30,000Grant Sub-Award501(C)(3)
The Greater Louisville Workforce Development Board
410 West Chestnut StreetSuite 200LouisvilleKY40202464856936$109,928Grant Sub-Award
Guiding Right Inc
1420 Northeast 23rd StreetOklahoma CityOK73111731572221$53,978Grant Sub-Award501(C)(3)
Hispanic Unity of Florida Inc
5840 Johnson StreetHollywoodFL33021592230272$24,200Grant Sub-Award501(C)(3)
Homeword Inc
1535 Liberty LaneSuite 116AMissoulaMT59808810522626$90,380Grant Sub-Award510(C)(3)
Immunize Colorado
13123 East 16th AvenueBox 281AuroraCO80011841479975$37,989Grant Sub-Award501(C)(3)
Inland Congregations United for Change
1441 N D Street 208San BernardinoCA92405330480298$48,200Grant Sub-Award501(c)(3)
Interstate Renewable Energy Council Inc
125 Wolf RoadSuite 100AlbanyNY12205592201374$11,976Grant Sub-Award501(C)(3)
Iowa Department of Health and Human Services
321 E 12th St 1st FlDes MoinesIA50319922490034$150,000Grant Sub-AwardGOVERNMENT
Jobs With Justice Education Fund
1150 Connecticut Ave NWSuite 200Washington DCDC20036521865575$381,640Grant Sub-Award510(C)(3)
Johns Hopkins University
12529 Collections Center DriveChicagoIL60693520595110$35,931Grant Sub-Award501(C)(3)
Kern Community College District
2100 Chester AvenueBakersfieldCA93301956006644$30,000Grant Sub-Award
Klamath Community College
7390 South 6th StreetKlamath FallsOR97603931211933$20,000Grant Sub-Award
Lane Community College
4000 East 30th AvenueEugeneOR97405930546223$10,000Grant Sub-Award
Legacy Foundation
370 East 84th DriveMerrillvilleIN46410351872803$37,559Grant Sub-Award501(C)(3)
Luke's House A Clinic for Healing and Hope
2023 Simon Bolivar AvenueNew OrleansLA70113260332262$28,688Grant Sub-Award501(C)(3)
Manufacturing Advocacy and Growth Network
1800 63rd StreetClevelandOH44103341455043$74,651Grant Sub-Award501(C)(3)
Mary's Center for Maternal and Child Care Inc
2333 Ontario Road NWWashingtonDC20009521594116$38,630Grant Sub-Award501(C)(3)
MDRC
16 East 34th StreetNew YorkNY100164326237379473$304,424Grant Sub-Award501(C)(3)
Metropolitan Area Planning
60 Temple PlaceBostonMA02111042472296$45,000Grant Sub-Award
Mississippi Immigrant Rights Alliance
4436 N State StreetA1JacksonMS39206943428290$38,023Grant Sub-Award501(C)(3)
Multiplier
548 Market Street PMB 81178San FranciscoCA94014912166435$158,895Grant Sub-Award
National American Indian Housing Council
122 C Street NWSuite 505WashingtonDC20001222096315$59,053Grant Sub-Award501(C)(3)
National Center for Victims of Crime
3434 N Washington BlvdSuite 1100ArlingtonVA22201300022798$7,088Grant Sub-Award501(c)(3)
National Domestic Workers Alliance
45 BROADWAY SUITE 320New YorkNY10006352420942$125,000Grant Sub-Award501(c)(3)
National Housing & Community Development Law Project
90 New Montgomery Street Suite 101San FranciscoCA94105942400196$80,000Grant Sub-Award501(C)(3)
National Institute for Criminal Justice Reform
4900 Shattuck AveUnit 3817OaklandCA946092031815269212$26,667Grant Sub-Award501(C)(3)
National Opinion Research Center
20th Flr 55 E Monroe StreetChicagoIL60603362167808$143,360Grant Sub-Award501(C)(3)
Neighborhood Data Works
PO Box 1341DurhamNC27702472579302$50,000Grant Sub-Award501(C)(3)
New Immigrant Community Empowerment
7129 Roosevelt Avenue 2nd FloorQueensNY11372113560625$39,627Grant Sub-Award501(C)(3)
New York University
105 E 17th St4th FL 411New YorkNY100039580135562308$41,868Grant Sub-Award501(C)(3)
North Alabama AHEC
PO Box 177454HuntsvilleAL35810473017416$31,949Grant Sub-Award501(C)(3)
Partnership for Safety and Justice
221 NW 2nd AveSuite 209PortlandOR97209931277774$49,985Grant Sub-Award501(C)(3)
Per Scholas Inc
804 E 138th Street2nd FloorBronxNY10454043252955$487,020Grant Sub-Award501(C)(3)
President and Fellows of Harvard College
PO Box 415649BostonMA022415649042103580$253,401Grant Sub-Award501(C)(3)
Public Policy Institute of California
500 Washington StreetSuite 600San FranciscoCA94111943207299$120,000Grant Sub-Award501(c)(3)
Pursuit Transformation Company Inc
47-10 Austell Place2nd FloorLong Island CityNY11101611652332$239,561Grant Sub-Award501(c)(3)
RAND Corporation
1776 Main StreetSanta MonicaCA90401951958142$120,954Grant Sub-Award501(C)(3)
Refugee Women's Network Inc
2900 Chamblee Tucker Rd Blg3St 300AtlantaGA30341582369796$36,563Grant Sub-Award501(C)(3)
Regents of The University of California-Berkeley
9500 Gilman DriveLa JollaCA920930009946002123$171,867Grant Sub-Award
Regents of the University of Michigan
Box 223131PittsburghPA152512131386006309$19,836Grant Sub-Award
Regional Data Cooperative for Greater New Haven Inc
1146 Chapel St Suite 202New HavenCT06511061567201$45,000Grant Sub-Award501(C)(3)
Research Foundation of CUNY
230 West 41st Street 7th FloorNew YorkNY10036131988190$89,220Grant Sub-Award501(c)(3)
Respect Together
2101 N Front StreetGovernors Plaza North Building 2HarrisburgPA17110232067636$28,101Grant Sub-Award501(C)(3)
Rogue Community College District
3345 Redwood HighwayGrants PassOR97527930591783$40,000Grant Sub-Award
Rutgers University
PO Box 2021New BrunswickNJ089032021223001086$218,752Grant Sub-Award
City and County of San Fransisco Dept of Homelessness and Supportive Housin
440 Turk StreetSan FranciscoCA94102946000417$53,540Grant Sub-AwardGOVERNMENTg
Sandra Grace LLC
10343 Federal Blvd Unit J436WestminsterCO80260834450981$31,232Grant Sub-Award
School Readiness Consulting LLC
912 Thayer AvenueSuite 209Silver SpringMD20910450949314$15,124Grant Sub-Award
Seeding Success
411 Monroe Avenue Suite 200MemphisTN38103452464843$249,700Grant Sub-Award501(C)(3)
SisterSong
1237 Ralph David Abernathy Blvd SWAtlantaGA30310510544927$154,775Grant Sub-Award501(c)(3)
Southwestern Oregon Community College
1988 Newmark AveCoos BayOR97459936015621$20,000Grant Sub-Award
Thai Community Development Center
6376 Yucca StreetLos AngelesCA90028954531770$48,540Grant Sub-Award501(C)(3)
The CNA Corporation
3003 Washington BoulevardArlingtonVA22201541558882$105,574Grant Sub-Award501(C)(3)
The Research Foundation for The State University of New York
PO BOX 9AlbanyNY122010009141368361$25,665Grant Sub-Award501(C)(3)
The Trustees of Columbia University in the City of New York
615 West 131st StreetMC 8741New YorkNY10027135598093$131,698Grant Sub-Award501(C)(3)
The University of Chicago
6030 S Ellis AvenueChicagoIL60637362177139$65,619Grant Sub-Award501(C)(3)
The University of Vermont
PO BOX 1389WillstonVT054951389030179440$100,000Grant Sub-Award501(C)(3)
The Urban League of Greater Atlanta Inc
230 Peachtree Street NWSuite 2600AtlantaGA30303580593386$10,000Grant Sub-Award501(c)(3)
Trailhead Institute
1999 BroadwaySuite 600DenverCO80202841267213$144,839Grant Sub-Award501(C)(3)
University of Delaware
116 Student Services BuildingNewarkDE19716516000297$100,000Grant Sub-Award501(C)(3)
University of Denver
PO Box 911811DenverCO802911811840404231$90,000Grant Sub-Award501(C)(3)
University of Washington
4333 Brooklyn Ave NWSeattleWA98195916001537$216,022Grant Sub-Award
Wake Technical Community College
9101 Fayetteville RoadRaleighNC276035696560792775$17,500Grant Sub-Award
Why Not Prosper
717 E Chelten AvePhiladelphiaPA19144233089308$24,556Grant Sub-Award501(C)(3)
Wichita State University Campus of Applied Sciences & Technology
4004 North Webb RoadWichitaKS67226201027060$17,500Grant Sub-Award
Windward Fund
1828 L St NWWashingtonDC20036473522162$150,000Grant Sub-Award501(C)(3)
WorkHands Inc
224 Tara StSan FranciscoCA94112461939119$491,727Grant Sub-Award
Yale University
PO Box 1873New HavenCT065081873060646973$154,213Grant Sub-Award501(c)(3)
FieldValueIRS element (for citing)
Total501c3 Org88Total501c3OrgCnt
Total Other Org23TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationURBAN ENGAGES IN GRANTMAKING TO SUPPORT EXTERNAL PROJECTS THAT ALIGN WITH FUNDER INITIATIVES AND TO FUND PARTNERS WHO CONTRIBUTE TO URBAN'S PROGRAMMATIC WORK. THE TYPE OF GRANT AGREEMENT ISSUED DEPENDS ON FACTORS SUCH AS THE NATURE OF THE WORK, PROPOSED COSTS, AND PERIOD OF PERFORMANCE. ALL GRANTEES ARE REQUIRED TO SUBMIT A PROPOSED BUDGET AND JUSTIFICATION, WHICH ARE REVIEWED TO ENSURE THAT COSTS ARE NECESSARY, REASONABLE, ALLOWABLE, AND ALLOCABLE UNDER APPLICABLE GUIDELINES. EACH GRANT AGREEMENT CLEARLY DEFINES THE FUNDED PROJECT OR SCOPE OF WORK TO BE PERFORMED, INCLUDING EXPECTED DELIVERABLES WHERE APPROPRIATE. THROUGHOUT THE GRANT PERIOD, URBAN MONITORS GRANTEE PERFORMANCE USING TAILORED PROCEDURES, WHICH MAY INCLUDE NARRATIVE PROGRESS REPORTS, FINANCIAL REPORTING, MILESTONE TRACKING, AND OTHER OVERSIGHT ACTIVITIES AS APPROPORIATE. MONITORING IS CONDUCTED BY PROJECT DIRECTORS, WITH SUPPORT FROM ADMINISTRATIVE STAFF ACROSS DEPARTMENTS, TO ENSURE COMPLIANCE WITH GRANT TERMS AND SATISFACTORY PROGRESS TOWARD PROGRAM GOALS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SARAH ROSEN WARTELL
PRESIDENT AND CHIEF EXECUTIVE OFFICER$725,046$0$175,500$0$70,517$0$282,820$0$8,741$0$1,262,624$0$0$0
ROBERT BUCHANAN
VICE PRESIDENT, CONTROLLER & TREASURER$279,354$0$0$0$13,222$0$26,575$0$6,457$0$325,608$0$0$0
MATT ROGERS
CHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORATE SECRETARY (EFFECTIVE 03/2024)$207,122$0$0$0$406$0$19,596$0$14,228$0$241,352$0$0$0
MARY CUNNINGHAM
SENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS$390,393$0$0$0$17,433$0$32,820$0$22,632$0$463,278$0$0$0
MYRA JONES-TAYLOR
SENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS$374,416$0$0$0$2,156$0$32,820$0$36,831$0$446,223$0$0$0
YASMIN KAZZAZ
CHIEF OPERATIONS OFFICER$361,576$0$0$0$16,339$0$32,820$0$33,202$0$443,937$0$0$0
GENEVIEVE KENNEY
INSTITUTE FELLOW, RESEARCH$337,155$0$0$0$12,784$0$32,820$0$36,069$0$418,828$0$0$0
TODD GREENE
VICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE$349,425$0$30,000$0$18,036$0$32,820$0$16,848$0$447,129$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planIN FEBRUARY 2024, THE ORGANIZATION ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO CODE SECTION 457(F) OF THE INTERNAL REVENUE CODE. THE PLAN AMOUNTS ARE SUBJECT TO SUBSTANTIAL FUTURE SERVICE REQUIREMENTS TO THE ORGANIZATION AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. CONTRIBUTIONS WERE MADE TO THE NONQUALIFIED PLAN ON BEHALF OF THE FOLLOWING LISTED PERSONS IN PART VII: SARAH ROSEN WARTELL: $250,000.
Schedule J, Part I, Line 7 Non-fixed paymentsThe Board of Trustees may use variable compensation to recognize the President's exceptional contribution to overall organizational performance. In February 2024, the President received a non-fixed discretionary bonus for performance in the prior year in the amount presented in Schedule J, Part II, Column B(II).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 64,438,985 including grants of $ 5,372,987)(Revenue $ 46,571) URBAN CONDUCTED ADDITIONAL PROGRAMMATIC ACTIVITIES INCLUDING RESEARCH AND DATA ANALYSIS, CONVENINGS, DATA TOOLS AND MODELING, STRATEGIC ADVISING, PROGRAM EVALUATION, AND COMMUNITY ENGAGEMENT, THAT FOCUSED ON ECONOMIC AND SOCIAL POLICY ISSUES THAT AFFECT THE WELL-BEING OF PEOPLE AND COMMUNITIES.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsSHAUN DONOVAN, A TRUSTEE OF THE URBAN INSTITUTE, IS 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 bodyA DRAFT OF THE FORM 990 IS PROVIDED TO ACCOUNTING LEADERSHIP, 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 policyURBAN'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 officialTHE 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 INCLUDING MANY 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 THE PERFORMANCE OF THE PRESIDENT BY OTHER SENIOR STAFF. THE EXECUTIVE COMMITTEE MEETS IN PRIVATE SESSION WITHOUT THE PRESIDENT TO REVIEW AND DISCUSS 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 employeesThe salaries for Urban's five next highest paid employees are set by the President and reviewed and approved by the Executive Committee of the Board of Trustees. Each year the members of the Executive Committee are provided with relevant market salary survey information as comparability data to assist in assessing the salaries paid to employees in similar positions by similar organizations including many in the same geographic area. The President consults with senior staff of the Institute to discuss the performance of the five individuals. Based on these discussions and the salary surveys mentioned above, the President makes salary recommendations to the Executive Committee. The Executive Committee reviews these recommendations, as well as the salary survey information, to approve the compensation of Urban's five highest paid individuals. The Chair provides a written summary of the discussion and the approved salary in a memo to the Chief Operations Officer and Vice President of Human Resources. Salaries of other officers are determined by the President in consultation with the Chief Operations Officer and Vice President of Human Resources 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 publicTHE 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 FeesOTHER - Total Expense: 6215802, Program Service Expense: 4074020, Management and General Expenses: 2141782, Fundraising Expenses: ; SUBCONTRACTORS - Total Expense: 9499222, Program Service Expense: 9499222, Management and General Expenses: , Fundraising Expenses: ; CONSULTANT FEES AND EXPENSES - Total Expense: 3189695, Program Service Expense: 3041116, Management and General Expenses: 128158, Fundraising Expenses: 20421; PURCHASE ORDER CONTRACTS - Total Expense: 50380, Program Service Expense: 46823, Management and General Expenses: 2807, Fundraising Expenses: 750; TEMPORARY HELP - Total Expense: 59249, Program Service Expense: 43828, Management and General Expenses: 12670, Fundraising Expenses: 2751; - 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: ;