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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:43:09+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DR STE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221023599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | TRACEY PATILLO JOHNSON | PersonNm |
| Person Title | VICE PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2028337200 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD TERESCO | PreparerPersonNm |
| PTIN | P00247720 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $176,528,523 | 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 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 Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 748 | TotalEmployeeCnt |
| Total Volunteers | 59 | TotalVolunteersCnt |
| Total Gross UBI | $99,983 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $73,631 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $117,780,179 | PYContributionsGrantsAmt |
| CY Contributions Grants | $116,586,031 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,958,997 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,928,338 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$80,825 | PYOtherRevenueAmt |
| CY Other Revenue | $4,078,081 | CYOtherRevenueAmt |
| PY Total Revenue | $124,658,351 | PYTotalRevenueAmt |
| CY Total Revenue | $129,592,450 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,757,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,402,317 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $91,181,548 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $99,990,080 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,808,934 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,805,060 | PYOtherExpensesAmt |
| CY Other Expenses | $38,071,438 | CYOtherExpensesAmt |
| PY Total Expenses | $137,744,133 | PYTotalExpensesAmt |
| CY Total Expenses | $148,463,835 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,085,782 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,871,385 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $342,149,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $311,581,937 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,239,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,117,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $245,910,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $235,464,023 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,028,982 | ExpenseAmt |
| Grant | $3,080,407 | 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 | $18,395,637 | ExpenseAmt |
| Grant | $1,551,288 | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,922,549 | ExpenseAmt |
| Grant | $397,635 | GrantAmt |
| Desc | SOCIAL 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $64,438,985 | ExpenseAmt |
| Grant | $5,372,987 | GrantAmt |
| Revenue | $46,571 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $64,438,985 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,372,987 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $46,571 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $117,786,153 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | Yes (true) | 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 |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 589 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 748 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACEY PATILLO JOHNSON | 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 (42 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 AND CHIEF EXECUTIVE OFFICER | 40.0 | Yes (X) | Yes (X) | $971,063 | $0 | $291,561 | |
| ALEXANDRA REEVE GIVENS | |||||||
| TRUSTEE (EFFECTIVE 05/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE L NAZARETH | |||||||
| CHAIR (EFFECTIVE 11/2024), VICE CHAIR (THROUGH 11/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY A WILLIAMS | |||||||
| VICE CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIA HERNANDEZ | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR I SEGEL | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY SWEARENGIN | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A THOMAS | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| DIANA FARRELL | |||||||
| VICE CHAIR (EFFECTIVE 11/2024), TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| EDUARDO J PADRON | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER HIGGINBOTTOM | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| J ADAM ABRAM | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE S GORELICK | |||||||
| CHAIR (THROUGH 11/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JAY CARNEY | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GOODMAN | |||||||
| TRUSTEE (EFFECTIVE 05/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WALLIS ROWE | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| KARAN BHATIA | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH BACON | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| M LEE PELTON | |||||||
| TRUSTEE (EFFECTIVE 11/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET ANADU | |||||||
| TRUSTEE (EFFECTIVE 11/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTA TIENDA | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY C DALY | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY J MILLER | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A NUTTER | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| N GREGORY MANKIW | |||||||
| VICE CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| PATTI B SARIS | |||||||
| TRUSTEE (EFFECTIVE 05/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| RAPHAEL W BOSTIC | |||||||
| TRUSTEE (EFFECTIVE 11/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ROSIE ALLEN-HERRING | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ROY L AUSTIN | |||||||
| TRUSTEE (EFFECTIVE 05/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| RUTH MARCUS | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| SHAUN DONOVAN | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| STACY BROWN-PHILPOT | |||||||
| TRUSTEE (THROUGH 11/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| W MATTHEW KELLY | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E HASLAM | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ADREA TURNER | |||||||
| CHIEF OF STAFF & CORPORATE SECRETARY (THROUGH 03/2024) | 40.0 | Yes (X) | $54,685 | $0 | $6,562 | ||
| MATT ROGERS | |||||||
| CHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORATE SECRETARY (EFFECTIVE 03/2024) | 40.0 | Yes (X) | $207,528 | $0 | $33,824 | ||
| ROBERT BUCHANAN | |||||||
| VICE PRESIDENT, CONTROLLER & TREASURER | 40.0 | Yes (X) | $292,576 | $0 | $33,032 | ||
| GENEVIEVE KENNEY | |||||||
| INSTITUTE FELLOW, RESEARCH | 40.0 | $349,939 | $0 | $68,889 | Yes (X) | ||
| MARY CUNNINGHAM | |||||||
| SENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS | 40.0 | $407,826 | $0 | $55,452 | Yes (X) | ||
| MYRA JONES-TAYLOR | |||||||
| SENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS | 40.0 | $376,572 | $0 | $69,651 | Yes (X) | ||
| TODD GREENE | |||||||
| VICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE | 40.0 | $397,461 | $0 | $49,668 | Yes (X) | ||
| YASMIN KAZZAZ | |||||||
| CHIEF OPERATIONS OFFICER | 40.0 | $377,915 | $0 | $66,022 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,435,565 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $674,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 335 | 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 |
|---|---|---|---|---|---|---|
| MATHEMATICA INC | ||||||
| 1100 First St NE | Suite 1200 | Washington | DC | 20002 | SUBCONTRACT/CONSULTING | $1,853,741 |
| GRANT THORNTON LLP | ||||||
| 1250 CONNECTICUT AVE NW | SUITE 400 | WASHINGTON | DC | 20036 | SUBCONTRACT/CONSULTING | $1,079,049 |
| DALBERG ADVISORS | ||||||
| 1401 K ST NW | SUITE 900 | WASHINGTON | DC | 20005 | SUBCONTRACT/CONSULTING | $1,008,032 |
| AUS Inc | ||||||
| 155 GAITHER DRIVE | SUITE A | MOUNT LAUREL | NJ | 08054 | SUBCONTRACT/CONSULTING | $972,605 |
| RESEARCH TRIANGLE INSTITUTE | ||||||
| 3040 EAST CORNWALLIS RD | DURHAM | NC | 27713 | SUBCONTRACT/CONSULTING | $874,612 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 73 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $40,446,011 | GovernmentGrantsAmt |
| All Other Contributions | $76,140,020 | AllOtherContributionsAmt |
| Total Contributions | $116,586,031 | 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 | $4,545,070 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$25,245 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,570,315 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,474 | 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 | $51,319,341 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,936,073 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,383,268 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,383,268 | TotalRevenueColumnAmt |
| Exclusion | $4,383,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $289 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $289 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $3,906,282 | $3,906,282 | ||
| DATA SUBSCRIPTIONS | 900099 | $114,650 | $33,308 | $81,342 | |
| EXTERNAL EVENTS | 900099 | $53,386 | $9,500 | $43,886 |
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 | $4,074,318 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,592,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,571 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $99,983 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,859,865 | 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 | $10,216,489 | TotalAmt |
| Program Services | $10,216,489 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,828 | TotalAmt |
| Program Services | $185,828 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,136 | TotalAmt |
| Program Services | $28,023 | ProgramServicesAmt |
| Management And General | $1,605,165 | ManagementAndGeneralAmt |
| Fundraising | $4,948 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,765,161 | TotalAmt |
| Program Services | $55,586,242 | ProgramServicesAmt |
| Management And General | $11,616,453 | ManagementAndGeneralAmt |
| Fundraising | $3,562,466 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,398,498 | TotalAmt |
| Program Services | $4,987,186 | ProgramServicesAmt |
| Management And General | $1,088,842 | ManagementAndGeneralAmt |
| Fundraising | $322,470 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,363,756 | TotalAmt |
| Program Services | $11,815,929 | ProgramServicesAmt |
| Management And General | $2,784,004 | ManagementAndGeneralAmt |
| Fundraising | $763,823 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,824,529 | TotalAmt |
| Program Services | $4,483,077 | ProgramServicesAmt |
| Management And General | $1,051,521 | ManagementAndGeneralAmt |
| Fundraising | $289,931 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,908 | TotalAmt |
| Program Services | $48,719 | ProgramServicesAmt |
| Management And General | $515,189 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,344 | TotalAmt |
| Management And General | $256,344 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,202 | TotalAmt |
| Management And General | $426,202 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,014,348 | TotalAmt |
| Program Services | $16,705,009 | ProgramServicesAmt |
| Management And General | $2,285,417 | ManagementAndGeneralAmt |
| Fundraising | $23,922 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,783 | TotalAmt |
| Program Services | $567,733 | ProgramServicesAmt |
| Management And General | $52,348 | ManagementAndGeneralAmt |
| Fundraising | $25,702 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,113,322 | TotalAmt |
| Program Services | $1,343,451 | ProgramServicesAmt |
| Management And General | $685,790 | ManagementAndGeneralAmt |
| Fundraising | $84,081 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,523,369 | TotalAmt |
| Program Services | $6,557,433 | ProgramServicesAmt |
| Management And General | $1,540,530 | ManagementAndGeneralAmt |
| Fundraising | $425,406 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,187 | TotalAmt |
| Program Services | $1,015,059 | ProgramServicesAmt |
| Management And General | $90,325 | ManagementAndGeneralAmt |
| Fundraising | $21,803 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,525 | TotalAmt |
| Program Services | $236,776 | ProgramServicesAmt |
| Management And General | $36,830 | ManagementAndGeneralAmt |
| Fundraising | $7,919 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,835 | TotalAmt |
| Management And General | $3,835 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,752,675 | TotalAmt |
| Program Services | $2,292,446 | ProgramServicesAmt |
| Management And General | $314,848 | ManagementAndGeneralAmt |
| Fundraising | $145,381 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,105 | TotalAmt |
| Program Services | $315,324 | ProgramServicesAmt |
| Management And General | $76,384 | ManagementAndGeneralAmt |
| Fundraising | $20,397 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,463,835 | TotalAmt |
| Program Services | $117,786,153 | ProgramServicesAmt |
| Management And General | $24,868,748 | ManagementAndGeneralAmt |
| Fundraising | $5,808,934 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050 | BOYAmt |
| EOY | $2,766,868 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,500,812 | BOYAmt |
| EOY | $21,959,491 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,400,459 | BOYAmt |
| EOY | $42,272,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,756,747 | BOYAmt |
| EOY | $13,558,722 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,452,114 | BOYAmt |
| EOY | $2,342,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,624,690 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,208,562 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,357,081 | BOYAmt |
| EOY | $10,416,128 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,299,665 | BOYAmt |
| EOY | $143,178,028 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,926,172 | BOYAmt |
| EOY | $30,398,805 | 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 | $60,455,066 | BOYAmt |
| EOY | $44,688,235 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,149,166 | BOYAmt |
| EOY | $311,581,937 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,155,672 | BOYAmt |
| EOY | $14,318,906 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,844,904 | BOYAmt |
| EOY | $3,870,743 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,238,438 | BOYAmt |
| EOY | $57,928,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,239,014 | BOYAmt |
| EOY | $76,117,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,521,495 | BOYAmt |
| EOY | $136,568,584 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,388,657 | BOYAmt |
| EOY | $98,895,439 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,910,152 | BOYAmt |
| EOY | $235,464,023 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,149,166 | BOYAmt |
| EOY | $311,581,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$18,871,385 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,429,137 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$3,881 | InvestmentExpenseAmt |
| 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 |
| 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 | $108,790,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,104,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,719,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,780,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,586,031 | CurrentTaxYearAmt |
| Total | $625,980,493 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289 | CurrentTaxYearAmt |
| Total | $4,195 | 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 | $108,792,252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,105,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,719,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,780,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,586,320 | CurrentTaxYearAmt |
| Total | $625,984,688 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| 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 |
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 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $625,984,688 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,209,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,296,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,243,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,331,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,548,544 | CurrentTaxYearAmt |
| Total | $13,630,178 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,209,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,296,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,243,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,331,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,548,544 | CurrentTaxYearAmt |
| Total | $13,630,178 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $16,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $51,638 | CurrentTaxYearMinus1YearAmt |
| Total | $68,636 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$251,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,906,282 | CurrentTaxYearAmt |
| Total | $3,728,045 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,045,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,439,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,973,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,912,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,041,146 | CurrentTaxYearAmt |
| Total | $643,411,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97291 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9811 | PublicSupportPY509Pct |
| Investment Income CY | 0.02 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02 | 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 - 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
| 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 | $149,772,426 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,811,950 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,644,000 | OtherExpendituresAmt |
| Administrative Expenses | $372,221 | AdministrativeExpensesAmt |
| End Year Balance | $155,568,155 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,627,627 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,817,981 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,228,013 | OtherExpendituresAmt |
| Administrative Expenses | $445,169 | AdministrativeExpensesAmt |
| End Year Balance | $149,772,426 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.9476 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0225 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0299 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,635,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,860,571 | DepreciationAmt |
| Book Value | $8,774,760 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,068,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,459,847 | DepreciationAmt |
| Book Value | $1,608,359 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,921,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,888,144 | DepreciationAmt |
| Book Value | $33,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,416,128 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| ALTERNATIVE INVESTMENTS | $30,398,805 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,398,805 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS | Desc |
| Book Value | $44,688,235 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $44,688,235 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| LEASE LIABILITIES | $57,928,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,928,265 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $137,591,505 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,425,257 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $8,425,257 | RevenueNotReportedAmt |
| Revenue Subtotal | $129,166,248 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $426,202 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $426,202 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $129,592,450 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $148,037,633 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $148,037,633 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $426,202 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $426,202 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $148,463,835 | 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 | Under 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $185,828 | |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | $7,302 | Fieldwork |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $193,130 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $193,130 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America (Canada & Mexico only) | RegionTxt |
| Purpose Of Grant | SUBGRANT | PurposeOfGrantTxt |
| Cash Grant | $185,828 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | URBAN 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 statements | NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (111 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Adept ID Inc | |||||||||
| 184 High Street | Suite 602 | Boston | MA | 02110 | 852665902 | $33,514 | Grant Sub-Award | ||
| American Indian College Fund | |||||||||
| 8333 Greenwood Blvd | Denver | CO | 80221 | 521573446 | $22,000 | Grant Sub-Award | 501(C)(3) | ||
| American Institutes for Research | |||||||||
| 1400 Crystal Dr | Arlington | VA | 22202 | 250965219 | $272,775 | Grant Sub-Award | 501(C)(3) | ||
| Arab-American Family Support Ctr Inc | |||||||||
| 150 Court St | Fl 3 | Brooklyn | NY | 11201 | 113167245 | $39,728 | Grant Sub-Award | 501(C)(3) | |
| Asian Community & Cultural Center | |||||||||
| 144 North 44th Street | Lincoln | NE | 68503 | 470807501 | $25,921 | Grant Sub-Award | 501(C)(3) | ||
| Association for Enterprise Opp Inc | |||||||||
| 1310 L St NW | Washington | DC | 20005 | 363834357 | $100,550 | Grant Sub-Award | 501(c)(3) | ||
| Bay Area Women Coalition Inc | |||||||||
| 1717 Jessie Street | Mobile | AL | 36617 | 631195628 | $33,144 | Grant Sub-Award | 501(C)(3) | ||
| Birmingham AIDS Outreach | |||||||||
| 205 32nd Street South | Birmingham | AL | 35233 | 630948495 | $56,023 | Grant Sub-Award | 501(c)(3) | ||
| Board of Regents of the Uni of WI Sys | |||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | $126,013 | Grant Sub-Award | |||
| Brandeis University | |||||||||
| 415 South Street | Waltham | MA | 02453 | 042103552 | $78,082 | Grant Sub-Award | 501(C)(3) | ||
| Cal Poly Corporation | |||||||||
| 1 Grand Avenue | San Luis Obispo | CA | 93407 | 951648180 | $10,000 | Grant Sub-Award | 501(c)(3) | ||
| California Partnership for Safe Communities | |||||||||
| 1301 Clay St | 72346 | Oakland | CA | 94612 | 453127566 | $39,924 | Grant Sub-Award | 501(C)(3) | |
| California State University Channel Islands | |||||||||
| 1 University Drive | Camarillo | CA | 93012 | 912153805 | $30,000 | Grant Sub-Award | |||
| Casa San Jose | |||||||||
| 2116 Broadway Avenue | Pittsburgh | PA | 15216 | 464729004 | $32,467 | Grant Sub-Award | 501(C)(3) | ||
| Chapin Hall Center for Children | |||||||||
| 1313 East 60th Street | Chicago | IL | 60637 | 362167012 | $9,941 | Grant Sub-Award | 501(C)(3) | ||
| Child Trends Inc | |||||||||
| 12300 Twinbrook Parkway | Suite 235 | Rockville | MD | 20852 | 132982969 | $68,503 | Grant Sub-Award | 501(C)(3) | |
| Chippewa Valley Technical College | |||||||||
| 620 W Clairemont Avenue | Eau Claire | WI | 54701 | 391096972 | $17,500 | Grant Sub-Award | |||
| City Colleges of Chicago Foundation | |||||||||
| 180 N Wabash Ave | Suite 200 | Chicago | IL | 60601 | 363157624 | $45,000 | Grant Sub-Award | 501(C)(3) | |
| City of Philadelphia | |||||||||
| 1617 JFK Blvd Suite 1800 | Philadelphia | PA | 19103 | 236003047 | $111,108 | Grant Sub-Award | GOVERNMENT | ||
| Clear Creek Creative | |||||||||
| PO Box 195 | Bighill | KY | 40405 | 464324070 | $381,625 | Grant Sub-Award | |||
| Colorado Department of Corrections | |||||||||
| PO Box 1010 | Canon City | CO | 812151010 | 840644739 | $40,000 | Grant Sub-Award | GOVERNMENT | ||
| Common Future | |||||||||
| 2323 Broadway | Oakland | CA | 94612 | 201544255 | $69,429 | Grant Sub-Award | 501(c)(3) | ||
| Communications Workers of America | |||||||||
| 501 3rd Street NW | Washington | DC | 20001 | 530246709 | $34,191 | Grant Sub-Award | 501(C)(5) | ||
| Community Information Now | |||||||||
| 7411 John Smith Dr | Suite 1100 | San Antonio | TX | 78229 | 815286030 | $50,000 | Grant Sub-Award | 501(C)(3) | |
| Community of Hope Inc | |||||||||
| 4 Atlantic Street SW | Washington | DC | 20032 | 521184749 | $32,770 | Grant Sub-Award | 501(C)(3) | ||
| Community Partners | |||||||||
| 1000 North Alameda Street | Los Angeles | CA | 90012 | 954302067 | $123,501 | Grant Sub-Award | 501(c)(3) | ||
| Correctional Leaders Association | |||||||||
| PO Box 102 | Iona | ID | 83437 | 843333378 | $6,285 | Grant Sub-Award | 501(C)(3) | ||
| Council of State Governments | |||||||||
| 1776 Avenue of the States | Lexington | KY | 40511 | 366000818 | $100,841 | Grant Sub-Award | 501(C)(3) | ||
| County of Allegheny | |||||||||
| 1 Smithfield Street | Pittsburgh | PA | 15222 | 256001017 | $26,724 | Grant Sub-Award | GOVERNMENT | ||
| County of Charleston | |||||||||
| 5010 Lawyers Lane | North Charleston | SC | 294187609 | 576001289 | $278,316 | Grant Sub-Award | GOVERNMENT | ||
| County of Milwaukee | |||||||||
| 600 W Walnut St | Suite 100 | Milwaukee | WI | 53212 | 396005720 | $29,330 | Grant Sub-Award | GOVERNMENT | |
| County of Minnehaha South Dakota | |||||||||
| 231 N Dakota Avenue | Sioux Falls | ND | 57117 | 466000426 | $400,000 | Grant Sub-Award | GOVERNMENT | ||
| Curators of the University of Missouri | |||||||||
| PO 807012 | Kansas City | MO | 641807012 | 266440629 | $103,160 | Grant Sub-Award | 501(C)(3) | ||
| DC Policy Center | |||||||||
| 1310 L ST NW SUITE 325 | Washington | DC | 20005 | 822380479 | $85,752 | Grant Sub-Award | 501(c)(3) | ||
| Diablo Valley College | |||||||||
| 321 Golf Club Road | Pleasant Hill | CA | 94523 | 680342035 | $17,500 | Grant Sub-Award | |||
| East Harris County Empowerment Council | |||||||||
| 11821 East FWY Suite 500 | Houston | TX | 77029 | 270377576 | $34,360 | Grant Sub-Award | 501(C)(3) | ||
| Eden Youth and Family Center | |||||||||
| 680 Tennyson Road | Hayward | CA | 94544 | 942442586 | $52,115 | Grant Sub-Award | 501(C)(3) | ||
| Education Design Lab | |||||||||
| 1200 18th St NW | 710 | Washington | DC | 20036 | 464248042 | $52,499 | Grant Sub-Award | 501(c)(3) | |
| El Buen Samaritano Episcopal Mission | |||||||||
| 7000 Woodhue Drive | Austin | TX | 78745 | 742488682 | $64,035 | Grant Sub-Award | 501(C)(3) | ||
| Ethiopian and Eritrean Cultural and Resource Center | |||||||||
| 1515 SE 122nd Avenue | Suite 1509A | Portland | OR | 97233 | 522848405 | $34,521 | Grant Sub-Award | 501(C)(3) | |
| Fresno Interdenominational Refugee Ministries | |||||||||
| 1940 North Fresno Street | Fresno | CA | 93703 | 770357297 | $33,241 | Grant Sub-Award | 501(C)(3) | ||
| George Washington University | |||||||||
| 44983 Knoll Square | Suite 290 | Ashburn | VA | 20147 | 530196584 | $115,181 | Grant Sub-Award | 501(C)(3) | |
| Georgia Public Defense Foundation Inc | |||||||||
| 270 Washington St SW | Suite 6079 | Atlanta | GA | 30334 | 821697389 | $30,000 | Grant Sub-Award | 501(C)(3) | |
| The Greater Louisville Workforce Development Board | |||||||||
| 410 West Chestnut Street | Suite 200 | Louisville | KY | 40202 | 464856936 | $109,928 | Grant Sub-Award | ||
| Guiding Right Inc | |||||||||
| 1420 Northeast 23rd Street | Oklahoma City | OK | 73111 | 731572221 | $53,978 | Grant Sub-Award | 501(C)(3) | ||
| Hispanic Unity of Florida Inc | |||||||||
| 5840 Johnson Street | Hollywood | FL | 33021 | 592230272 | $24,200 | Grant Sub-Award | 501(C)(3) | ||
| Homeword Inc | |||||||||
| 1535 Liberty Lane | Suite 116A | Missoula | MT | 59808 | 810522626 | $90,380 | Grant Sub-Award | 510(C)(3) | |
| Immunize Colorado | |||||||||
| 13123 East 16th Avenue | Box 281 | Aurora | CO | 80011 | 841479975 | $37,989 | Grant Sub-Award | 501(C)(3) | |
| Inland Congregations United for Change | |||||||||
| 1441 N D Street 208 | San Bernardino | CA | 92405 | 330480298 | $48,200 | Grant Sub-Award | 501(c)(3) | ||
| Interstate Renewable Energy Council Inc | |||||||||
| 125 Wolf Road | Suite 100 | Albany | NY | 12205 | 592201374 | $11,976 | Grant Sub-Award | 501(C)(3) | |
| Iowa Department of Health and Human Services | |||||||||
| 321 E 12th St 1st Fl | Des Moines | IA | 50319 | 922490034 | $150,000 | Grant Sub-Award | GOVERNMENT | ||
| Jobs With Justice Education Fund | |||||||||
| 1150 Connecticut Ave NW | Suite 200 | Washington DC | DC | 20036 | 521865575 | $381,640 | Grant Sub-Award | 510(C)(3) | |
| Johns Hopkins University | |||||||||
| 12529 Collections Center Drive | Chicago | IL | 60693 | 520595110 | $35,931 | Grant Sub-Award | 501(C)(3) | ||
| Kern Community College District | |||||||||
| 2100 Chester Avenue | Bakersfield | CA | 93301 | 956006644 | $30,000 | Grant Sub-Award | |||
| Klamath Community College | |||||||||
| 7390 South 6th Street | Klamath Falls | OR | 97603 | 931211933 | $20,000 | Grant Sub-Award | |||
| Lane Community College | |||||||||
| 4000 East 30th Avenue | Eugene | OR | 97405 | 930546223 | $10,000 | Grant Sub-Award | |||
| Legacy Foundation | |||||||||
| 370 East 84th Drive | Merrillville | IN | 46410 | 351872803 | $37,559 | Grant Sub-Award | 501(C)(3) | ||
| Luke's House A Clinic for Healing and Hope | |||||||||
| 2023 Simon Bolivar Avenue | New Orleans | LA | 70113 | 260332262 | $28,688 | Grant Sub-Award | 501(C)(3) | ||
| Manufacturing Advocacy and Growth Network | |||||||||
| 1800 63rd Street | Cleveland | OH | 44103 | 341455043 | $74,651 | Grant Sub-Award | 501(C)(3) | ||
| Mary's Center for Maternal and Child Care Inc | |||||||||
| 2333 Ontario Road NW | Washington | DC | 20009 | 521594116 | $38,630 | Grant Sub-Award | 501(C)(3) | ||
| MDRC | |||||||||
| 16 East 34th Street | New York | NY | 100164326 | 237379473 | $304,424 | Grant Sub-Award | 501(C)(3) | ||
| Metropolitan Area Planning | |||||||||
| 60 Temple Place | Boston | MA | 02111 | 042472296 | $45,000 | Grant Sub-Award | |||
| Mississippi Immigrant Rights Alliance | |||||||||
| 4436 N State Street | A1 | Jackson | MS | 39206 | 943428290 | $38,023 | Grant Sub-Award | 501(C)(3) | |
| Multiplier | |||||||||
| 548 Market Street PMB 81178 | San Francisco | CA | 94014 | 912166435 | $158,895 | Grant Sub-Award | |||
| National American Indian Housing Council | |||||||||
| 122 C Street NW | Suite 505 | Washington | DC | 20001 | 222096315 | $59,053 | Grant Sub-Award | 501(C)(3) | |
| National Center for Victims of Crime | |||||||||
| 3434 N Washington Blvd | Suite 1100 | Arlington | VA | 22201 | 300022798 | $7,088 | Grant Sub-Award | 501(c)(3) | |
| National Domestic Workers Alliance | |||||||||
| 45 BROADWAY SUITE 320 | New York | NY | 10006 | 352420942 | $125,000 | Grant Sub-Award | 501(c)(3) | ||
| National Housing & Community Development Law Project | |||||||||
| 90 New Montgomery Street Suite 101 | San Francisco | CA | 94105 | 942400196 | $80,000 | Grant Sub-Award | 501(C)(3) | ||
| National Institute for Criminal Justice Reform | |||||||||
| 4900 Shattuck Ave | Unit 3817 | Oakland | CA | 946092031 | 815269212 | $26,667 | Grant Sub-Award | 501(C)(3) | |
| National Opinion Research Center | |||||||||
| 20th Flr 55 E Monroe Street | Chicago | IL | 60603 | 362167808 | $143,360 | Grant Sub-Award | 501(C)(3) | ||
| Neighborhood Data Works | |||||||||
| PO Box 1341 | Durham | NC | 27702 | 472579302 | $50,000 | Grant Sub-Award | 501(C)(3) | ||
| New Immigrant Community Empowerment | |||||||||
| 7129 Roosevelt Avenue 2nd Floor | Queens | NY | 11372 | 113560625 | $39,627 | Grant Sub-Award | 501(C)(3) | ||
| New York University | |||||||||
| 105 E 17th St | 4th FL 411 | New York | NY | 100039580 | 135562308 | $41,868 | Grant Sub-Award | 501(C)(3) | |
| North Alabama AHEC | |||||||||
| PO Box 177454 | Huntsville | AL | 35810 | 473017416 | $31,949 | Grant Sub-Award | 501(C)(3) | ||
| Partnership for Safety and Justice | |||||||||
| 221 NW 2nd Ave | Suite 209 | Portland | OR | 97209 | 931277774 | $49,985 | Grant Sub-Award | 501(C)(3) | |
| Per Scholas Inc | |||||||||
| 804 E 138th Street | 2nd Floor | Bronx | NY | 10454 | 043252955 | $487,020 | Grant Sub-Award | 501(C)(3) | |
| President and Fellows of Harvard College | |||||||||
| PO Box 415649 | Boston | MA | 022415649 | 042103580 | $253,401 | Grant Sub-Award | 501(C)(3) | ||
| Public Policy Institute of California | |||||||||
| 500 Washington Street | Suite 600 | San Francisco | CA | 94111 | 943207299 | $120,000 | Grant Sub-Award | 501(c)(3) | |
| Pursuit Transformation Company Inc | |||||||||
| 47-10 Austell Place | 2nd Floor | Long Island City | NY | 11101 | 611652332 | $239,561 | Grant Sub-Award | 501(c)(3) | |
| RAND Corporation | |||||||||
| 1776 Main Street | Santa Monica | CA | 90401 | 951958142 | $120,954 | Grant Sub-Award | 501(C)(3) | ||
| Refugee Women's Network Inc | |||||||||
| 2900 Chamblee Tucker Rd Blg3 | St 300 | Atlanta | GA | 30341 | 582369796 | $36,563 | Grant Sub-Award | 501(C)(3) | |
| Regents of The University of California-Berkeley | |||||||||
| 9500 Gilman Drive | La Jolla | CA | 920930009 | 946002123 | $171,867 | Grant Sub-Award | |||
| Regents of the University of Michigan | |||||||||
| Box 223131 | Pittsburgh | PA | 152512131 | 386006309 | $19,836 | Grant Sub-Award | |||
| Regional Data Cooperative for Greater New Haven Inc | |||||||||
| 1146 Chapel St Suite 202 | New Haven | CT | 06511 | 061567201 | $45,000 | Grant Sub-Award | 501(C)(3) | ||
| Research Foundation of CUNY | |||||||||
| 230 West 41st Street 7th Floor | New York | NY | 10036 | 131988190 | $89,220 | Grant Sub-Award | 501(c)(3) | ||
| Respect Together | |||||||||
| 2101 N Front Street | Governors Plaza North Building 2 | Harrisburg | PA | 17110 | 232067636 | $28,101 | Grant Sub-Award | 501(C)(3) | |
| Rogue Community College District | |||||||||
| 3345 Redwood Highway | Grants Pass | OR | 97527 | 930591783 | $40,000 | Grant Sub-Award | |||
| Rutgers University | |||||||||
| PO Box 2021 | New Brunswick | NJ | 089032021 | 223001086 | $218,752 | Grant Sub-Award | |||
| City and County of San Fransisco Dept of Homelessness and Supportive Housin | |||||||||
| 440 Turk Street | San Francisco | CA | 94102 | 946000417 | $53,540 | Grant Sub-Award | GOVERNMENT | g | |
| Sandra Grace LLC | |||||||||
| 10343 Federal Blvd Unit J436 | Westminster | CO | 80260 | 834450981 | $31,232 | Grant Sub-Award | |||
| School Readiness Consulting LLC | |||||||||
| 912 Thayer Avenue | Suite 209 | Silver Spring | MD | 20910 | 450949314 | $15,124 | Grant Sub-Award | ||
| Seeding Success | |||||||||
| 411 Monroe Avenue Suite 200 | Memphis | TN | 38103 | 452464843 | $249,700 | Grant Sub-Award | 501(C)(3) | ||
| SisterSong | |||||||||
| 1237 Ralph David Abernathy Blvd SW | Atlanta | GA | 30310 | 510544927 | $154,775 | Grant Sub-Award | 501(c)(3) | ||
| Southwestern Oregon Community College | |||||||||
| 1988 Newmark Ave | Coos Bay | OR | 97459 | 936015621 | $20,000 | Grant Sub-Award | |||
| Thai Community Development Center | |||||||||
| 6376 Yucca Street | Los Angeles | CA | 90028 | 954531770 | $48,540 | Grant Sub-Award | 501(C)(3) | ||
| The CNA Corporation | |||||||||
| 3003 Washington Boulevard | Arlington | VA | 22201 | 541558882 | $105,574 | Grant Sub-Award | 501(C)(3) | ||
| The Research Foundation for The State University of New York | |||||||||
| PO BOX 9 | Albany | NY | 122010009 | 141368361 | $25,665 | Grant Sub-Award | 501(C)(3) | ||
| The Trustees of Columbia University in the City of New York | |||||||||
| 615 West 131st Street | MC 8741 | New York | NY | 10027 | 135598093 | $131,698 | Grant Sub-Award | 501(C)(3) | |
| The University of Chicago | |||||||||
| 6030 S Ellis Avenue | Chicago | IL | 60637 | 362177139 | $65,619 | Grant Sub-Award | 501(C)(3) | ||
| The University of Vermont | |||||||||
| PO BOX 1389 | Willston | VT | 054951389 | 030179440 | $100,000 | Grant Sub-Award | 501(C)(3) | ||
| The Urban League of Greater Atlanta Inc | |||||||||
| 230 Peachtree Street NW | Suite 2600 | Atlanta | GA | 30303 | 580593386 | $10,000 | Grant Sub-Award | 501(c)(3) | |
| Trailhead Institute | |||||||||
| 1999 Broadway | Suite 600 | Denver | CO | 80202 | 841267213 | $144,839 | Grant Sub-Award | 501(C)(3) | |
| University of Delaware | |||||||||
| 116 Student Services Building | Newark | DE | 19716 | 516000297 | $100,000 | Grant Sub-Award | 501(C)(3) | ||
| University of Denver | |||||||||
| PO Box 911811 | Denver | CO | 802911811 | 840404231 | $90,000 | Grant Sub-Award | 501(C)(3) | ||
| University of Washington | |||||||||
| 4333 Brooklyn Ave NW | Seattle | WA | 98195 | 916001537 | $216,022 | Grant Sub-Award | |||
| Wake Technical Community College | |||||||||
| 9101 Fayetteville Road | Raleigh | NC | 276035696 | 560792775 | $17,500 | Grant Sub-Award | |||
| Why Not Prosper | |||||||||
| 717 E Chelten Ave | Philadelphia | PA | 19144 | 233089308 | $24,556 | Grant Sub-Award | 501(C)(3) | ||
| Wichita State University Campus of Applied Sciences & Technology | |||||||||
| 4004 North Webb Road | Wichita | KS | 67226 | 201027060 | $17,500 | Grant Sub-Award | |||
| Windward Fund | |||||||||
| 1828 L St NW | Washington | DC | 20036 | 473522162 | $150,000 | Grant Sub-Award | 501(C)(3) | ||
| WorkHands Inc | |||||||||
| 224 Tara St | San Francisco | CA | 94112 | 461939119 | $491,727 | Grant Sub-Award | |||
| Yale University | |||||||||
| PO Box 1873 | New Haven | CT | 065081873 | 060646973 | $154,213 | Grant Sub-Award | 501(c)(3) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 88 | Total501c3OrgCnt |
| Total Other Org | 23 | 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 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
| 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 | Yes (true) | 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 | Yes (true) | 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 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | IN 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 payments | The 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 persons | SHAUN 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 body | A 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 policy | URBAN'S CONFLICT OF INTEREST POLICY REQUIRES ANY TRUSTEE TO DISCLOSE IN GOOD FAITH THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BEFORE A DECISION OF THE BOARD OR OPPORTUNITY TO INFLUENCE OR INFORM A DECISION BY MANAGEMENT OR STAFF AND TO NOT PARTICIPATE IN ANY RELEVANT DELIBERATIONS OR DECISIONS. ON AN ANNUAL BASIS, TRUSTEES AND OFFICERS MUST COMPLETE A STATEMENT ACKNOWLEDGING THEY HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WTH THE POLICY AND UNDERSTAND THE INSTITUTE'S TAX EXEMPT PURPOSE. THE CORPORATE SECRETARY ENSURES THESE STATEMENTS ARE RECEIVED FROM ALL TRUSTEES AND ENSURES THAT THE CHAIR AND RELEVANT TRUSTEES ARE AWARE OF ANY NOTICES OF CONFLICT. FURTHERMORE, THE INSTITUTE'S "STANDARDS OF ETHICAL CONDUCT" POLICY CONTAINS A SECTION ON CONFLICTS OF INTEREST. THE POLICY IS REQUIRED READING FOR ALL EMPLOYEES AND IS INCLUDED IN EMPLOYEE TRAINING ON ETHICAL CONDUCT. DETAILED REVIEW AND APPROVAL PROCEDURES EXIST FOR ALL EXPENDITURES, ENSURING STRONG INTERNAL CONTROL AND COMPLIANCE WITH ORGANIZATIONAL POLICIES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE SALARY FOR THE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIR OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE PRESIDENTS/CEOS OF SIMILAR ORGANIZATIONS 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 employees | The 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 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: 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: ; |