FURP.ORG / PUBLIC DATA EXPLORER

URBAN INSTITUTE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
URBAN INSTITUTE (EIN 52-0880375)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-05
IRS object ID
202242179349300944
Schema version
2021v4.2
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)
Return2022-08-05T14:00:22-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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)
PersonRobert BuchananPersonNm
Person TitleVP, Controller & TreasurerPersonTitleTxt
Signature2022-08-05SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobert MPersonFirstNm
Person LastBuchananPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$224,651,120GrossReceiptsAmt
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 dedicated to elevating the debate on social and economic policy. For five decades, Urban scholars have conducted research and offered evidence-based solutions that improve lives and strengthen communities.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee693TotalEmployeeCnt
Total Volunteers78TotalVolunteersCnt
Total Gross UBI$163,800TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$20,251NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$108,790,942PYContributionsGrantsAmt
CY Contributions Grants$144,104,296CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,263,215PYInvestmentIncomeAmt
CY Investment Income$25,628,954CYInvestmentIncomeAmt
PY Other Revenue$135,539PYOtherRevenueAmt
CY Other Revenue$193,416CYOtherRevenueAmt
PY Total Revenue$114,189,696PYTotalRevenueAmt
CY Total Revenue$169,926,666CYTotalRevenueAmt
PY Grants And Similar Paid$729,705PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,814,545CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$69,817,921PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$72,164,546CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,082,524CYTotalFundraisingExpenseAmt
PY Other Expenses$34,313,908PYOtherExpensesAmt
CY Other Expenses$37,514,730CYOtherExpensesAmt
PY Total Expenses$104,861,534PYTotalExpensesAmt
CY Total Expenses$115,493,821CYTotalExpensesAmt
PY Revenues Less Expenses$9,328,162PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$54,432,845CYRevenuesLessExpensesAmt
Total Assets BOY$249,893,883TotalAssetsBOYAmt
Total Assets EOY$297,470,452TotalAssetsEOYAmt
Total Liabilities BOY$36,970,237TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,449,144TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$212,923,646NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$261,021,308NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Urban Institute is dedicated to elevating the debate on social and economic policy. For five decades, Urban scholars have conducted research and offered evidence-based solutions that improve lives and strengthen communities across a rapidly urbanizing world. Our objective research helps expand opportunities for all, reduce hardship among the most vulnerable, and strengthen the effectiveness of the public sector.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$17,622,720ExpenseAmt
Grant$342,871GrantAmt
DescSOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: FOR NEARLY 40 YEARS, THE HEALTH POLICY CENTER HAS HELPED LAWMAKERS UNDERSTAND THE SCOPE OF THE COUNTRY'S HEALTH CARE PROBLEMS AND COSTS, EVALUATED HOW PUBLIC POLICIES AFFECT LIVES AND COMMUNITIES, AND PROVIDED INSIGHTS ABOUT PAYMENT AND SERVICE DELIVERY REFORMS. WE UNDERSTAND THE MYRIAD FACTORS THAT CAN INFLUENCE A PERSON'S HEALTH, AND OUR RESEARCH TOOLS ALLOW US TO TRACK AND PREDICT TRENDS AND OUTCOMES RIGOROUSLY AND ACCURATELY. IN OUR WORK ANALYZING EMPLOYER-BASED COVERAGE, MEDICARE AND MEDICAID, THE HEALTH CARE SAFETY NET, AND STATE AND LOCAL INITIATIVES TO IMPROVE POPULATION HEALTH, WE ARE PROVIDING THE ANSWERS DECISIONMAKERS NEED TO ADDRESS HEALTH PROBLEMS IN AMERICA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$16,133,393ExpenseAmt
Grant$26,197GrantAmt
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 AND CONTRIBUTES TO THE EVOLVING CONVERSATION ABOUT GROWING INEQUITIES AND THE PERSISTENCE OF STRUCTURAL RACISM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$11,028,485ExpenseAmt
Grant$696,153GrantAmt
DescSOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE METROPOLITAN HOUSING AND COMMUNITIES POLICY CENTER UNDERSTANDS HOW HOUSING AND PLACE MATTERS IN PEOPLE'S LIVES. WITH AN EMPHASIS ON PLACE - FROM CITIES AND SUBURBS TO TRIBAL LANDS - WE INVESTIGATE THE FACTORS THAT SHAPE THE QUALITY OF LIFE IN AMERICAN COMMUNITIES. WE EVALUATE THE EFFECTIVENESS OF FEDERAL, STATE, AND LOCAL POLICIES THAT GOVERN URBAN HOUSING AND THE PROGRAMS THAT USE HOUSING AS A PLATFORM FOR CHANGE. AMONG OTHER ACTIVITIES, WE WORK ON THE GROUND IN CITIES AND NEIGHBORHOODS, PROVIDE RESIDENTS WITH NEIGHBORHOOD INDICATORS, TEST PROGRAMS DESIGNED TO HELP HOUSEHOLDS AND DISTRESSED NEIGHBORHOODS BUILD WEALTH, AND BUILD MODELS THAT HELP COMMUNITIES IMAGINE AND PREPARE FOR CHANGE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$49,248,638ExpenseAmt
Grant$6,033,491GrantAmt
DescOTHER PROGRAM SERVICES JUSTICE POLICY CENTER INCOME AND BENEFITS POLICY CENTER TAX POLICY CENTER RESEARCH TO ACTION LAB CENTER ON NONPROFITS AND PHILANTHROPY EXECUTIVE OFFICE RESEARCH EDUCATION DATA AND POLICY CENTER HOUSING FINANCE POLICY CENTER STATISTICAL METHODS GROUP TECHNOLOGY AND DATA SCIENCEDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$49,248,638TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,033,491TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$94,033,236TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
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 AssetsfalseReportOtherAssetsInd
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 OrgfalseMoreThan5000KToOrgInd
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
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 EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document352IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee693EmployeeCnt
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
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 Members33GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
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
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
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Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert BuchananBusinessNameLine1Txt
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 (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SARAH ROSEN WARTELL
PRESIDENT40.0Yes (X)Yes (X)$709,230$0$27,838
ANNETTE L NAZARETH
VICE CHAIR2.0Yes (X)$0$0$0
ANTHONY A WILLIAMS
2.0Yes (X)$0$0$0
ANTONIA HERNANDEZ
2.0Yes (X)$0$0$0
ARTHUR I SEGEL
2.0Yes (X)$0$0$0
ASHLEY SWEARENGIN
2.0Yes (X)$0$0$0
BRIAN KREITER
2.0Yes (X)$0$0$0
CATHERINE P BESSANT
2.0Yes (X)$0$0$0
CHARLES H RAMSEY
2.0Yes (X)$0$0$0
DAVID AUTOR
2.0Yes (X)$0$0$0
DAVID THOMAS
2.0Yes (X)$0$0$0
DIANA FARRELL
2.0Yes (X)$0$0$0
EDUARDO PADRON
2.0Yes (X)$0$0$0
ERSKINE BOWLES
2.0Yes (X)$0$0$0
HENRY CISNEROS
2.0Yes (X)$0$0$0
J ADAM ABRAM
2.0Yes (X)$0$0$0
JAMIE S GORELICK
CHAIR2.0Yes (X)$0$0$0
JAY CARNEY
2.0Yes (X)$0$0$0
JOHN WALLIS ROWE
2.0Yes (X)$0$0$0
JRON TERWILLIGER
2.0Yes (X)$0$0$0
KARAN BHATIA
2.0Yes (X)$0$0$0
KENNETH BACON
2.0Yes (X)$0$0$0
MARGARET A HAMBURG
2.0Yes (X)$0$0$0
MARTA TIENDA
2.0Yes (X)$0$0$0
MARY J MILLER
2.0Yes (X)$0$0$0
MICHAEL A NUTTER
2.0Yes (X)$0$0$0
MITCHELL E DANIELS JR
2.0Yes (X)$0$0$0
N GREGORY MANKIW
VICE CHAIR2.0Yes (X)$0$0$0
NEEL KASHKARI
2.0Yes (X)$0$0$0
SHAUN DONOVAN
2.0Yes (X)$0$0$0
STACY BROWN-PHILPOT
2.0Yes (X)$0$0$0
W MATTHEW KELLY
2.0Yes (X)$0$0$0
WILLIAM E HASLAM
2.0Yes (X)$0$0$0
LIZA GETSINGER
CHIEF OF STAFF & DIRECTOR OF PROGRAM PLANNING40.0Yes (X)$180,612$0$42,921
NANI COLORETTI
SENIOR VICE PRESIDENT, FINANCIAL & BUSINESS STRATEGY & TREASURER40.0Yes (X)$371,201$0$55,206
ROBERT BUCHANAN
VICE PRESIDENT, CONTROLLER & ASSISTANT TREASURER40.0Yes (X)$229,083$0$24,868
GENEVIEVE KENNEY
VICE PRESIDENT, HEALTH POLICY40.0$327,691$0$48,536Yes (X)
KIMBERLYN LEARY
SENIOR VICE PRESIDENT40.0$361,859$0$48,117Yes (X)
MARGERY TURNER
INSTITUTE FELLOW40.0$277,841$0$50,602Yes (X)
STEPHEN ZUCKERMAN
VICE PRESIDENT, HEALTH POLICY40.0$315,567$0$52,292Yes (X)
TODD GREENE
INSTITUTE FELLOW AND EXECUTIVE DIRECTOR40.0$323,354$0$23,113Yes (X)
BRIDGET LOWELL
VICE PRESIDENT, COMMUNICATIONS & OUTREACH & CHIEF COMMUNICATIONS OFFICER40.0$168,628$0$10,033Yes (X)
KHULOUD ODEH
VICE PRESIDENT, TECHNOLOGY & DATA SCIENCE & CHIEF INFORMATION OFFICER40.0$265,422$0$36,069Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,530,488TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$419,595TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K216IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
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
JBG SMITH
4747 BETHESDA AVESUITE 200BETHESDAMD20814RENT$6,779,579
LOCKHEED MARTIN
6801 Rockledge DrBethesdaMD20817SUBCONTRACT/CONSULTING$2,335,800
DEKA USA DIM PROPERTY ONE LP
251 LITTLE FALLS DRIVEWILMINGTONDE19808RENT$2,017,232
HEALTHTECH SOLUTIONS LLC
2030 Hoover BoulevardFRANKFORTKY40601SUBCONTRACT/CONSULTING$1,697,078
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036SUBCONTRACT/CONSULTING$799,116
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K65CntrctRcvdGreaterThan100KCnt
Government Grants$42,182,020GovernmentGrantsAmt
All Other Contributions$101,922,276AllOtherContributionsAmt
Total Contributions$144,104,296TotalContributionsAmt

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$1,296,772TotalRevenueColumnAmt
Exclusion$1,296,772ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,528TotalRevenueColumnAmt
Related Or Exempt Func Income$8,528RelatedOrExemptFuncIncomeAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$79,056,636SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,724,454SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,332,182SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,332,182TotalRevenueColumnAmt
Exclusion$24,332,182ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,118GrossSalesOfInventoryAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,118TotalRevenueColumnAmt
Related Or Exempt Func Income$1,118RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS900099$19,970$19,970
DATA SUBSCRIPTIONS900099$163,800$163,800

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$183,770OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$169,926,666TotalRevenueColumnAmt
Related Or Exempt Func Income$29,616RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$163,800UnrelatedBusinessRevenueAmt
Exclusion$25,628,954ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,814,545TotalAmt
Program Services$5,814,545ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,655,723TotalAmt
Program Services$116,160ProgramServicesAmt
Management And General$1,503,264ManagementAndGeneralAmt
Fundraising$36,299FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$51,390,856TotalAmt
Program Services$41,754,325ProgramServicesAmt
Management And General$7,822,930ManagementAndGeneralAmt
Fundraising$1,813,601FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,417,314TotalAmt
Program Services$3,576,923ProgramServicesAmt
Management And General$682,861ManagementAndGeneralAmt
Fundraising$157,530FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,665,495TotalAmt
Program Services$8,652,305ProgramServicesAmt
Management And General$1,633,641ManagementAndGeneralAmt
Fundraising$379,549FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,035,158TotalAmt
Program Services$3,205,994ProgramServicesAmt
Management And General$686,969ManagementAndGeneralAmt
Fundraising$142,195FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$203,130TotalAmt
Management And General$203,130ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$121,480TotalAmt
Management And General$121,480ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$985,555TotalAmt
Management And General$985,555ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,775,547TotalAmt
Program Services$19,772,873ProgramServicesAmt
Management And General$1,967,996ManagementAndGeneralAmt
Fundraising$34,678FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$748,301TotalAmt
Program Services$667,712ProgramServicesAmt
Management And General$56,311ManagementAndGeneralAmt
Fundraising$24,278FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,929,728TotalAmt
Program Services$1,338,420ProgramServicesAmt
Management And General$543,937ManagementAndGeneralAmt
Fundraising$47,371FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,845,406TotalAmt
Program Services$5,435,922ProgramServicesAmt
Management And General$1,169,571ManagementAndGeneralAmt
Fundraising$239,913FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$87,877TotalAmt
Program Services$66,746ProgramServicesAmt
Management And General$16,928ManagementAndGeneralAmt
Fundraising$4,203FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$142,334TotalAmt
Program Services$76,770ProgramServicesAmt
Management And General$62,703ManagementAndGeneralAmt
Fundraising$2,861FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,767,403TotalAmt
Program Services$2,226,531ProgramServicesAmt
Management And General$455,832ManagementAndGeneralAmt
Fundraising$85,040FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$334,205TotalAmt
Program Services$266,064ProgramServicesAmt
Management And General$58,019ManagementAndGeneralAmt
Fundraising$10,122FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,573,764TotalAmt
Program Services$1,061,946ProgramServicesAmt
Management And General$406,934ManagementAndGeneralAmt
Fundraising$104,884FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$115,493,821TotalAmt
Program Services$94,033,236ProgramServicesAmt
Management And General$18,378,061ManagementAndGeneralAmt
Fundraising$3,082,524FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,178BOYAmt
EOY$3,763EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$35,988,961BOYAmt
EOY$39,965,010EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,490,961BOYAmt
EOY$35,629,072EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,572,797BOYAmt
EOY$33,721,711EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,185,951BOYAmt
EOY$1,876,067EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$37,425,775LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$21,280,536LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,401,638BOYAmt
EOY$16,145,239EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$93,024,789BOYAmt
EOY$126,100,509EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$43,224,608BOYAmt
EOY$44,029,081EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$249,893,883BOYAmt
EOY$297,470,452EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,094,113BOYAmt
EOY$12,500,144EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,644,963BOYAmt
EOY$2,980,526EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,231,161BOYAmt
EOY$20,968,474EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,970,237BOYAmt
EOY$36,449,144EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$139,991,739BOYAmt
EOY$165,719,020EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$72,931,907BOYAmt
EOY$95,302,288EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$212,923,646BOYAmt
EOY$261,021,308EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$249,893,883BOYAmt
EOY$297,470,452EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$54,432,845ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,335,182NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
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$82,306,969CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,759,955CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,031,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,790,942CurrentTaxYearMinus1YearAmt
Current Tax Year$144,104,296CurrentTaxYearAmt
Total$540,993,873TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,310CurrentTaxYearMinus1YearAmt
Current Tax Year$1,118CurrentTaxYearAmt
Total$135,867TotalAmt

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$82,348,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,785,529CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,097,811CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,792,252CurrentTaxYearMinus1YearAmt
Current Tax Year$144,105,414CurrentTaxYearAmt
Total$541,129,740TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$262,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$313,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$308,656CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$884,656TotalAmt

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$262,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$313,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$308,656CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$884,656TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$540,245,084PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,389,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,537,620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,436,019CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,209,958CurrentTaxYearMinus1YearAmt
Current Tax Year$1,296,772CurrentTaxYearAmt
Total$7,870,169TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year$16,998CurrentTaxYearAmt
Total$16,998TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,389,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,537,620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,436,019CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,209,958CurrentTaxYearMinus1YearAmt
Current Tax Year$1,313,770CurrentTaxYearAmt
Total$7,887,167TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,419CurrentTaxYearMinus1YearAmt
Current Tax Year$19,970CurrentTaxYearAmt
Total$163,648TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,761,678CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,344,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,589,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,045,629CurrentTaxYearMinus1YearAmt
Current Tax Year$145,439,154CurrentTaxYearAmt
Total$549,180,555TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.9837PublicSupportCY509Pct
Public Support PY5090.9799PublicSupportPY509Pct
Investment Income CY0.01InvestmentIncomeCYPct
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 - 23144.0, COLUMN B - 20965.0, COLUMN C - 56150.0, COLUMN D - 43419.0, COLUMN E - 19970.0, COLUMN F - 163648.0;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$143,165,349BeginningYearBalanceAmt
Contributions$3,923ContributionsAmt
Investment Earnings Or Losses$13,678,402InvestmentEarningsOrLossesAmt
Other Expenditures$413,825OtherExpendituresAmt
Administrative Expenses$985,555AdministrativeExpensesAmt
End Year Balance$155,448,294EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$122,957,043BeginningYearBalanceAmt
Contributions$19,060ContributionsAmt
Investment Earnings Or Losses$24,226,068InvestmentEarningsOrLossesAmt
Other Expenditures$3,204,438OtherExpendituresAmt
Administrative Expenses$832,384AdministrativeExpensesAmt
End Year Balance$143,165,349EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$119,233,833BeginningYearBalanceAmt
Contributions-$5,338ContributionsAmt
Investment Earnings Or Losses$9,273,193InvestmentEarningsOrLossesAmt
Other Expenditures$4,383,699OtherExpendituresAmt
Administrative Expenses$1,160,946AdministrativeExpensesAmt
End Year Balance$122,957,043EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$126,124,224BeginningYearBalanceAmt
Contributions$48,684ContributionsAmt
Investment Earnings Or Losses-$745,916InvestmentEarningsOrLossesAmt
Other Expenditures$5,247,784OtherExpendituresAmt
Administrative Expenses$945,375AdministrativeExpensesAmt
End Year Balance$119,233,833EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$116,199,528BeginningYearBalanceAmt
Contributions$29,823ContributionsAmt
Investment Earnings Or Losses$15,816,908InvestmentEarningsOrLossesAmt
Other Expenditures$5,101,645OtherExpendituresAmt
Administrative Expenses$820,390AdministrativeExpensesAmt
End Year Balance$126,124,224EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.95BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,582,786OtherCostOrOtherBasisAmt
Depreciation$8,031,858DepreciationAmt
Book Value$12,550,928BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,944,391OtherCostOrOtherBasisAmt
Depreciation$8,787,874DepreciationAmt
Book Value$3,156,517BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,898,598OtherCostOrOtherBasisAmt
Depreciation$4,460,804DepreciationAmt
Book Value$437,794BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,145,239TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTDesc
Book Value$44,029,081BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$44,029,081TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$20,968,474Amt
FieldValueIRS element (for citing)
Total Liability$20,968,474TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$162,605,927TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$6,335,184NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$6,335,184RevenueNotReportedAmt
Revenue Subtotal$168,941,111RevenueSubtotalAmt
Investment Expenses Not Incld$985,555InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$985,555RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$169,926,666TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$114,508,264TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$114,508,264ExpensesSubtotalAmt
Investment Expenses Not Incld2$985,555InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$985,555ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$115,493,819TotalExpensesPerForm990Amt

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) footnoteIN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FASB, THE INSTITUTE RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, AND INTEREST AND PENALTIES ON INCOME TAXES. WITH FEW EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDED DECEMBER 31, 2018 AND PRIOR. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUTE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
South Asia01Program ServicesPUBLIC POLICY RESEARCH$44,000
Russia and Neighboring States02Program ServicesPUBLIC POLICY RESEARCH$27,954
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$71,954SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$71,954TotalSpentAmt
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 3 Method used to account for expenditures on org's financial statementsRUSSIA AND NEIGHBORING STATES-Accrual; SOUTH ASIA-Accrual
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSNOT APPLICABLE
Schedule F, Part I, Line 3 METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTSSOUTH ASIA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL RUSSIA AND NEIGHBORING STATES: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (98 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Abolitionist Law Center
201 N Braddock AvePO Box 8654PittsburghPA12551462132412501(C)(3)$35,000Grant Sub-Award
American Bar Foundation
750 N Lake Shore DrChicagoIL60611366110271501(C)(3)$25,885Grant Sub-Award
American Friends Service Committee Inc
1501 Cherry StreetPhiladelphiaPA19102231352010$35,000Grant Sub-Award
American Probation and Parole Association
1776 Avenue of the StatesLexingtonKY405118536561150454501(C)(3)$9,545Grant Sub-Award
American University
4400 Massachusetts Ave NWWashingtonDC200168002530196549501(C)(3)$64,640Grant Sub-Award
Arab-American Family Support Center
150 Court StreetBrooklynNY11201113167245501(C)(3)$53,907Grant Sub-Award
Area Agency on Aging
1366 East Thomas RoadPhoenixAZ85014742371957501(C)(3)$98,304Grant Sub-Award
Asian Community & Cultural Center
144 N 44th StreetLincolnNE68503470807501501(C)(3)$28,539Grant Sub-Award
Boone County Community Services Department
801 E Walnut StColumbiaMO65201436000349$31,741Grant Sub-Award
Bright Beginnings Inc
3418 4th Street SEWashingtonDC20032521697917501(C)(3)$30,295Grant Sub-Award
Brookings Institution
1775 Massachusetts Ave NWWashingtonDC20036530196577501(C)(3)$750,000Grant Sub-Award
Centro Campesino Farmworker Center
35801 SW 186th AvenueFlorida CityFL33034591460598501(C)(3)$11,846Grant Sub-Award
Child Trends Inc
7315 Wisconsin AvenueBethesdaMD208143666132982969501(C)(3)$111,061Grant Sub-Award
Comite Civico del Valle Inc
235 Main StBrawleyCA92227330411322501(C)(3)$6,450Grant Sub-Award
Community Catalyst Inc
One Federal StreetBostonMA02110043355127501(C)(3)$93,497Grant Sub-Award
Community Empowerment Association
7120 Kelly StreetPittsburghPA15208251760121501(C)(3)$17,000Grant Sub-Award
Community of Hope Inc
4 Atlantic ST SWWashingtonDC200322350521184749501(C)(3)$44,489Grant Sub-Award
Community Resources for Justice
500 Harrison AveBostonMA021182439043461434501(C)(3)$40,663Grant Sub-Award
Contra Costa Community College District
500 Court StreetMartinezCA94553680342035501(C)(4)$6,000Grant Sub-Award
Cook County Family Connection
PO Box 92303 S College StreetSparksGA31647582642722501(C)(3)$10,000Grant Sub-Award
Correctional Leaders Association (CLA)
PO Box 102IonaID83427873333378$16,277Grant Sub-Award
County of Bernalillo New Mexico
One Civic Plaza NWAlbuquerqueNM87102856000202$20,000Grant Sub-Award
County of Camden
520 Market StCamdenNJ081021300216000504501(C)(3)$20,000Grant Sub-Award
County of Summit
Division of Public Safety175 South Main StreetAkronOH44308346002767$35,000Grant Sub-Award
Credit Builders Alliance
1701 K Street NWWashingtonDC200061503208351782501(C)(3)$10,000Grant Sub-Award
Curators of the University of Missouri
118 University HallColumbiaMO652113020266440629501(C)(3)$100,000Grant Sub-Award
Dartmouth-Hitchcock Clinic
One Medical Center DriveLebanonNH037561000222519596501(C)(3)$58,380Grant Sub-Award
DC Fiscal Policy Institute Inc
1275 First Street NEWashingtonDC20002832103918501(C)(3)$50,000Grant Sub-Award
DC Office of Planning
1100 4th Street SWWashingtonDC20024536001131$93,356Grant Sub-Award
Delaware Department of Correction
245 McKee RdDoverDE19904516000279501(C)(3)$40,000Grant Sub-Award
East Harris County Empowerment Council
11821 East FWYHoustonTX77029270377576501(C)(3)$30,295Grant Sub-Award
Eden Youth and Family Center
680 W Tennyson RoadHaywardCA94544942442586501(C)(3)$66,080Grant Sub-Award
El Buen Samaritano Episcopal Mission
7000 Woodhue DriveAustinTX78745742488682501(C)(3)$70,304Grant Sub-Award
Faith in Indiana
1100 West 42nd Street212 W 10th Street Suite F175IndianapolisIN46208452349567501(C)(3)$35,000Grant Sub-Award
Florida State University (FSU)
2000 Levy AvenueTallahasseeFL32310593211153501(C)(3)$19,500Grant Sub-Award
Forward Justice
400 West Main StreetDurhamNC27701812450800501(C)(3)$35,000Grant Sub-Award
Fresno Interdenominational Refugee Ministries
1940 N Fresno StFresnoCA93703770357297501(C)(3)$28,665Grant Sub-Award
G A Carmichael Family Health Center
1668 West Peace StreetCantonMS39046640580940501(C)(3)$5,721Grant Sub-Award
George Mason University
4400 University DriveMail Stop 4B2FairfaxVA22030540836354501(C)(3)$50,354Grant Sub-Award
Georgetown University
37th and O Streets NWWashingtonDC20057530196603501(C)(3)$296,440Grant Sub-Award
Georgia Tech Applied Research Corporation
926 Dalney St NWAtlantaGA303320415582374837501(C)(3)$5,813Grant Sub-Award
Georgia Tech Research Corporation
926 Dalney St NWAtlantaGA303320415580603146501(C)(3)$30,000Grant Sub-Award
Immunize Colorado
13123 E 16th AvenueB281AuroraCO80045841479975501(C)(3)$66,140Grant Sub-Award
International Association of Forensic Nurses
6755 Business ParwayElkridgeMD210756740582088040501(C)(6)$12,428Grant Sub-Award
Iowa Department of Human Rights
321 E 12TH STDes MoinesIA50319420919127501(C)(3)$49,781Grant Sub-Award
JFA Institute
720 Kearney StreetDenverCO80220383680643501(C)(3)$15,000Grant Sub-Award
Johns Hopkins University
3910 KESWICK ROADBaltimoreMD212112226520591627501(C)(3)$56,731Grant Sub-Award
Jubilee Housing Inc
1631 Euclid Street NWWashingtonDC20009520986261501(C)(3)$30,000Grant Sub-Award
Just City
240 Madison AveMemphisTN38103472650826$35,000Grant Sub-Award
LeadingAge Inc
2519 Connecticut Ave NWWashingtonDC20008136213523501(C)(3)$8,754Grant Sub-Award
Luke's House A Clinic for Healing and Hope
2023 Simon Bolivar AvenueNew OrleansLA70113260332262501(c)(3)$5,330Grant Sub-Award
Mary's Center for Maternal and Child Care Inc
2333 Ontario Road NWWashingtonDC20009521594116501(C)(3)$40,627Grant Sub-Award
Massachusetts Institute of Technology (MIT)
77 Massachusetts AvenueCambridgeMA02139042103594501(C)(3)$23,892Grant Sub-Award
Missouri Department of Corrections
2729 Plaza DrPO Box 236Jefferson CityMO65109431628745$94,612Grant Sub-Award
Mt San Jacinto College
1499 N State StreetSan JacintoCA92583330813228$6,000Grant Sub-Award
National Center for State Courts
300 Newport AvenueWilliamsburgVA231854147520914250501(C)(3)$249,742Grant Sub-Award
National Center for Victims of Crime
3434 Washington BlvdArlingtonVA22201300022798501(C)(3)$29,608Grant Sub-Award
National Council for Workforce Education
2840 West Bay DriveBelleair BluffsFL33770311449995$99,980Grant Sub-Award
National Employment Law Project
90 Broad StreetNew YorkNY10004132758558501(C)(3)$125,000Grant Sub-Award
National Low Income Housing Coalition
1000 Vermont Avenue NWWashingtonDC20005521089824501(C)(3)$7,500Grant Sub-Award
New Immigrant Community Empowerment
71-29 Roosevelt AvenueJackson HeightsNY11372113560625501(C)(3)$32,773Grant Sub-Award
New York Univ Furman Center for Real Estate and Urban
105 East 17th StreetPO Box 5166New YorkNY10003135562308501(C)(3)$108,566Grant Sub-Award
NRF Foundation
1101 NEW YORK AVE NWWashingtonDC200054348521224690501(C)(3)$15,000Grant Sub-Award
Onondaga Community College
4585 West Seneca TurnpikeSyracuseNY13215160973001501(C)(3)$6,000Grant Sub-Award
Opportunity Work
1100 Connecticut Avenue NWWashingtonDC20036813214432501(C)(3)$89,600Grant Sub-Award
Penn Praxis
210 S 34th StreetPhiladelphiaPA191046311752974931$7,500Grant Sub-Award
ProTexNetwork for a Progressive Texas Inc DBA Texas CJC
1714 Fortview RoadAustinTX78704742969471501(C)(3)$35,000Grant Sub-Award
Ramsey County
121 East Seventh PlaceSt PaulMN55101416005875$18,664Grant Sub-Award
RAND Corporation
1776 Main StreetPO Box 2138Santa MonicaCA90407951958142501(C)(3)$75,000Grant Sub-Award
Refugee Women's Network Inc
2900 Chamblee Tucker RoadAtlantaGA30341582369796501(c)(3)$11,800Grant Sub-Award
RefugeeOne
5705 N Lincoln AveChicagoIL60659363817743501(c)(3)$41,911Grant Sub-Award
Regents of The University of California-Berkeley
1608 Fourth StreetBerkeleyCA94710946002123$255,641Grant Sub-Award
Regional Data Cooperating for Greater New Haven
129 CHURCH STREETNew HavenCT065102026061567201501(C)(3)$14,192Grant Sub-Award
Research Foundation CUNY
230 West 41St StreetNew YorkNY10036131988190$6,000Grant Sub-Award
Sasha Bruce Youthwork
741 8Th Street SEWashingtonDC200032802521006486501(C)(3)$159,577Grant Sub-Award
St Lucie County
2300 Virginia AveFort PierceFL34982596000835$44,054Grant Sub-Award
Texas Southern University
100 CLEBURNE ST HANNAH HALL 201HoustonTX770044501741620415501(C)(3)$97,727Grant Sub-Award
The Aspen Institute
2300 North Street NWWashingtonDC20037840399006501(C)(3)$22,536Grant Sub-Award
The Brigham and Women's Hospital Inc
75 Francis StreetBostonMA021156110042312909501(c)(3)$66,000Grant Sub-Award
The University of Central Florida Board of Trustees
12424 Research ParkwayOrlandoFL32826592924021501(C)(3)$127,139Grant Sub-Award
The University of Vermont
85 S Prospect StreetPO BOX 1389WillstonVT054951389030179440501(C)(3)$90,000Grant Sub-Award
Under 21 dba Covenant House New York
460 West 41st StreetNew YorkNY10036133076376501(C)(3)$27,612Grant Sub-Award
University of Kentucky Research Foundation
301 PETERSON SERVICE BUILDINGLexingtonKY405060001616033693501(C)(3)$38,165Grant Sub-Award
University of Delaware
413 ACADEMY STREETNewarkDE197165304516000297501(C)(3)$90,000Grant Sub-Award
University of Denver
2199 S University BlvdDenverCO80210840404231$140,000Grant Sub-Award
University of Illinois
506 S Wright StreetUrbanaIL61801376000511501(C)(3)$20,048Grant Sub-Award
University of Maryland Baltimore County
220 ARCH STBaltimoreMD212011531311678679501(C)(3)$44,124Grant Sub-Award
University of New Orleans
2000 Lakeshote DriveNew OrleansLA70148720702000501(C)(3)$124,336Grant Sub-Award
Urban League of Philadelphia
121 South Broad StreetPhiladelphiaPA19107231429810$43,378Grant Sub-Award
Urban Strategies Council
1720 BroadwayOaklandCA94612943044453$15,000Grant Sub-Award
Vermont Department of Corrections
280 State DriveNOB 2 SouthWaterburyVT056712000036000264$100,000Grant Sub-Award
Virginia Commonwealth University
PO Box 843035RichmondVA23284546001758501(C)(3)$44,986Grant Sub-Award
Virginia Department of Health
109 Governor StreetRichmondVA23219546001775$26,320Grant Sub-Award
Wellesley College
106 Central StreetWellesleyMA02481042103637501(C)(3)$10,291Grant Sub-Award
Wichita State University Campus of Applied Sciences and Tech
4004 N Webb RdWichitaKS67226201027060$12,000Grant Sub-Award
World Education Inc
44 Farnsworth STBostonMA02210131804349501(C)(3)$100,816Grant Sub-Award
Youth Advocate Program (YAP) Inc
2007 North Third StreetHarrisburgPA17102231977514501(C)(3)$35,000Grant Sub-Award
Youth Justice Network
63 W 125th StreetNew YorkNY10027133576756501(C)(3)$35,000Grant Sub-Award
FieldValueIRS element (for citing)
Total501c3 Org95Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

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 PlanfalseSupplementalNonqualRtrPlanInd
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 PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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$709,230$0$0$0$0$0$27,560$0$278$0$737,068$0$0$0
NANI COLORETTI
SENIOR VICE PRESIDENT, FINANCIAL & BUSINESS STRATEGY & TREASURER$371,201$0$0$0$0$0$27,560$0$27,646$0$426,407$0$0$0
ROBERT BUCHANAN
VICE PRESIDENT, CONTROLLER & ASSISTANT TREASURER$229,083$0$0$0$0$0$20,300$0$4,568$0$253,951$0$0$0
LIZA GETSINGER
CHIEF OF STAFF & DIRECTOR OF PROGRAM PLANNING$180,612$0$0$0$0$0$16,728$0$26,193$0$223,533$0$0$0
KIMBERLYN LEARY
SENIOR VICE PRESIDENT$361,859$0$0$0$0$0$27,560$0$20,557$0$409,976$0$0$0
GENEVIEVE KENNEY
VICE PRESIDENT, HEALTH POLICY$327,691$0$0$0$0$0$27,560$0$20,976$0$376,227$0$0$0
STEPHEN ZUCKERMAN
VICE PRESIDENT, HEALTH POLICY$315,567$0$0$0$0$0$27,560$0$24,732$0$367,859$0$0$0
TODD GREENE
INSTITUTE FELLOW AND EXECUTIVE DIRECTOR$323,354$0$0$0$0$0$12,406$0$10,707$0$346,467$0$0$0
MARGERY TURNER
INSTITUTE FELLOW$277,841$0$0$0$0$0$26,237$0$24,365$0$328,443$0$0$0
KHULOUD ODEH
VICE PRESIDENT, TECHNOLOGY & DATA SCIENCE & CHIEF INFORMATION OFFICER$265,422$0$0$0$0$0$18,603$0$17,466$0$301,491$0$0$0
BRIDGET LOWELL
VICE PRESIDENT, COMMUNICATIONS & OUTREACH & CHIEF COMMUNICATIONS OFFICER$168,628$0$0$0$0$0$9,539$0$494$0$178,661$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 49,248,638 including grants of $ 6,033,491) OTHER PROGRAM SERVICES JUSTICE POLICY CENTER INCOME AND BENEFITS POLICY CENTER TAX POLICY CENTER RESEARCH TO ACTION LAB CENTER ON NONPROFITS AND PHILANTHROPY EXECUTIVE OFFICE RESEARCH EDUCATION DATA AND POLICY CENTER HOUSING FINANCE POLICY CENTER STATISTICAL METHODS GROUP TECHNOLOGY AND DATA SCIENCE
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA DRAFT OF THE FORM 990 IS PROVIDED TO THE CONTROLLER, WHO PERFORMS AN INDEPENDENT REVIEW OF THE DRAFT. CHANGES ARE INCORPORATED INTO A SECOND DRAFT, WHICH IS PROVIDED TO THE PRESIDENT FOR REVIEW. A FINAL DRAFT IS THEN PREPARED AND PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ONCE THE AUDIT COMMITTEE'S REVIEW IS COMPLETE, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest 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 PRESIDENT/CEO OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. THE CHAIR IS ALSO PROVIDED NATIONAL SALARY SURVEYS FOR COMPARABLE POSITIONS IN LIKE-SIZED ORGANIZATIONS AS WELL AS UPWARD ASSESSMENTS OF PERFORMANCE OF THE PRESIDENT BY OTHER SENIOR STAFF. THE EXECUTIVE COMMITTEE MEETS IN PRIVATE SESSION TO REVIEW AND DISCUSS THESE MATERIALS AND DETERMINE 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 ADMINISTRATION AND CHIEF HUMAN RESOURCES OFFICER.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE SALARY FOR THE SENIOR VICE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIR OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE SENIOR VICE PRESIDENTS OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. THE PRESIDENT CONSULTS WITH SENIOR STAFF OF THE INSTITUTE TO DISCUSS THE PERFORMANCE OF THE SENIOR VICE PRESIDENT. BASED ON THESE DISCUSSIONS AND THE SALARY SURVEYS MENTIONED ABOVE, THE PRESIDENT MAKES A SALARY RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MEETS IN PRIVATE SESSION TO REVIEW THIS RECOMMENDATION, AS WELL AS THE SALARY SURVEY INFORMATION, TO DETERMINE THE COMPENSATION OF THE SENIOR VICE PRESIDENT. THE CHAIR PROVIDES A WRITTEN SUMMARY OF THE DISCUSSION AND THE APPROVED SALARY IN A MEMO TO THE CHIEF HUMAN RESOURCES OFFICER. SALARIES OF OTHER OFFICERS ARE DETERMINED BY THE PRESIDENT IN CONSULTATION WITH THE SENIOR VICE PRESIDENT AND OTHERS WHO HAVE OBSERVED THE PERFORMANCE OF THESE INDIVIDUALS. THE SALARY INCREASES FOR THESE INDIVIDUALS MUST FALL WITHIN THE INSTITUTE'S ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF TRUSTEES.
Form 990, Part VI, Line 19 Required documents available to the 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: 8688858, Program Service Expense: 7216222, Management and General Expenses: 1472636, Fundraising Expenses: ; Subcontractors - Total Expense: 10479779, Program Service Expense: 10479779, Management and General Expenses: , Fundraising Expenses: ; Consultant fees and expenses - Total Expense: 2131206, Program Service Expense: 1953608, Management and General Expenses: 152668, Fundraising Expenses: 24930; Purchase order contracts - Total Expense: 24927, Program Service Expense: 17749, Management and General Expenses: 6662, Fundraising Expenses: 516; Temporary help - Total Expense: 450777, Program Service Expense: 105515, Management and General Expenses: 336030, Fundraising Expenses: 9232; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 LENFANT PLAZA SWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd
FieldValueIRS element (for citing)
EIN526674346EIN
Primary ActivitiesPROVIDE BENEFITS TO INSTITUTE EMPLOYEESPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(c)(9)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE URBAN INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$3,688,051InvolvedAmt
Method Of Amount DeterminationCASH AMOUNTMethodOfAmountDeterminationTxt