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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-05T14:00:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520880375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Urban Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 2028337200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LEnfant Plaza SW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Buchanan | PersonNm |
| Person Title | VP, Controller & Treasurer | PersonTitleTxt |
| Signature | 2022-08-05 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert M | PersonFirstNm |
| Person Last | Buchanan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $224,651,120 | 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 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 Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 693 | TotalEmployeeCnt |
| Total Volunteers | 78 | TotalVolunteersCnt |
| Total Gross UBI | $163,800 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $20,251 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $108,790,942 | PYContributionsGrantsAmt |
| CY Contributions Grants | $144,104,296 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,263,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,628,954 | CYInvestmentIncomeAmt |
| PY Other Revenue | $135,539 | PYOtherRevenueAmt |
| CY Other Revenue | $193,416 | CYOtherRevenueAmt |
| PY Total Revenue | $114,189,696 | PYTotalRevenueAmt |
| CY Total Revenue | $169,926,666 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $729,705 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,814,545 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $69,817,921 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $72,164,546 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,082,524 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,313,908 | PYOtherExpensesAmt |
| CY Other Expenses | $37,514,730 | CYOtherExpensesAmt |
| PY Total Expenses | $104,861,534 | PYTotalExpensesAmt |
| CY Total Expenses | $115,493,821 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,328,162 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,432,845 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $249,893,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $297,470,452 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,970,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,449,144 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $212,923,646 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $261,021,308 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,622,720 | ExpenseAmt |
| Grant | $342,871 | GrantAmt |
| Desc | SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: FOR NEARLY 40 YEARS, THE HEALTH POLICY CENTER HAS HELPED LAWMAKERS UNDERSTAND THE SCOPE OF THE COUNTRY'S HEALTH CARE PROBLEMS AND COSTS, EVALUATED HOW PUBLIC POLICIES AFFECT LIVES AND COMMUNITIES, AND PROVIDED INSIGHTS ABOUT PAYMENT AND SERVICE DELIVERY REFORMS. WE UNDERSTAND THE MYRIAD FACTORS THAT CAN INFLUENCE A PERSON'S HEALTH, AND OUR RESEARCH TOOLS ALLOW US TO TRACK AND PREDICT TRENDS AND OUTCOMES RIGOROUSLY AND ACCURATELY. IN OUR WORK ANALYZING EMPLOYER-BASED COVERAGE, MEDICARE AND MEDICAID, THE HEALTH CARE SAFETY NET, AND STATE AND LOCAL INITIATIVES TO IMPROVE POPULATION HEALTH, WE ARE PROVIDING THE ANSWERS DECISIONMAKERS NEED TO ADDRESS HEALTH PROBLEMS IN AMERICA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,133,393 | ExpenseAmt |
| Grant | $26,197 | GrantAmt |
| Desc | SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS AT THE CENTER ON LABOR, HUMAN SERVICES, AND POPULATION, WE STUDY HOW FAMILY, YOUTH, AND INDIVIDUAL WELL-BEING IS SHAPED BY ECONOMIC, SOCIAL, AND DEMOGRAPHIC TRENDS, AND HOW POLICIES AND PROGRAMS CAN IMPROVE ECONOMIC SECURITY, WORK, AND CHILD WELFARE AND DEVELOPMENT. UNDERSTANDING HOW FAMILIES ARE FARING IN THE FACE OF ECONOMIC PRESSURES, DEMOGRAPHIC CHANGE, AND PUBLIC HEALTH AND SOCIAL CHALLENGES IS ESSENTIAL FOR POLICYMAKERS AND PRACTITIONERS WHO OVERSEE SOCIAL SERVICES AND PROGRAMS. OUR RESEARCH EXPLORES THE IMPLICATIONS OF THESE CHANGES FOR PEOPLE AND POLICIES AND CONTRIBUTES TO THE EVOLVING CONVERSATION ABOUT GROWING INEQUITIES AND THE PERSISTENCE OF STRUCTURAL RACISM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,028,485 | ExpenseAmt |
| Grant | $696,153 | GrantAmt |
| Desc | SOCIAL 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,248,638 | ExpenseAmt |
| Grant | $6,033,491 | GrantAmt |
| Desc | 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 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $49,248,638 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,033,491 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $94,033,236 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 352 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 693 | 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 |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | ME | 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 | NV | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Buchanan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028337200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LEnfant Plaza SW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| SARAH ROSEN WARTELL | ||||||||
| PRESIDENT | 40.0 | Yes (X) | Yes (X) | $709,230 | $0 | $27,838 | ||
| ANNETTE L NAZARETH | ||||||||
| VICE CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY A WILLIAMS | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTONIA HERNANDEZ | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR I SEGEL | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ASHLEY SWEARENGIN | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN KREITER | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE P BESSANT | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES H RAMSEY | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID AUTOR | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID THOMAS | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DIANA FARRELL | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDUARDO PADRON | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ERSKINE BOWLES | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY CISNEROS | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| J ADAM ABRAM | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMIE S GORELICK | ||||||||
| CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY CARNEY | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WALLIS ROWE | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JRON TERWILLIGER | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| KARAN BHATIA | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH BACON | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET A HAMBURG | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARTA TIENDA | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARY J MILLER | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A NUTTER | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MITCHELL E DANIELS JR | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| N GREGORY MANKIW | ||||||||
| VICE CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| NEEL KASHKARI | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHAUN DONOVAN | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| STACY BROWN-PHILPOT | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| W MATTHEW KELLY | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM E HASLAM | ||||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LIZA GETSINGER | ||||||||
| CHIEF OF STAFF & DIRECTOR OF PROGRAM PLANNING | 40.0 | Yes (X) | $180,612 | $0 | $42,921 | |||
| NANI COLORETTI | ||||||||
| SENIOR VICE PRESIDENT, FINANCIAL & BUSINESS STRATEGY & TREASURER | 40.0 | Yes (X) | $371,201 | $0 | $55,206 | |||
| ROBERT BUCHANAN | ||||||||
| VICE PRESIDENT, CONTROLLER & ASSISTANT TREASURER | 40.0 | Yes (X) | $229,083 | $0 | $24,868 | |||
| GENEVIEVE KENNEY | ||||||||
| VICE PRESIDENT, HEALTH POLICY | 40.0 | $327,691 | $0 | $48,536 | Yes (X) | |||
| KIMBERLYN LEARY | ||||||||
| SENIOR VICE PRESIDENT | 40.0 | $361,859 | $0 | $48,117 | Yes (X) | |||
| MARGERY TURNER | ||||||||
| INSTITUTE FELLOW | 40.0 | $277,841 | $0 | $50,602 | Yes (X) | |||
| STEPHEN ZUCKERMAN | ||||||||
| VICE PRESIDENT, HEALTH POLICY | 40.0 | $315,567 | $0 | $52,292 | Yes (X) | |||
| TODD GREENE | ||||||||
| INSTITUTE FELLOW AND EXECUTIVE DIRECTOR | 40.0 | $323,354 | $0 | $23,113 | Yes (X) | |||
| BRIDGET LOWELL | ||||||||
| VICE PRESIDENT, COMMUNICATIONS & OUTREACH & CHIEF COMMUNICATIONS OFFICER | 40.0 | $168,628 | $0 | $10,033 | Yes (X) | |||
| KHULOUD ODEH | ||||||||
| VICE PRESIDENT, TECHNOLOGY & DATA SCIENCE & CHIEF INFORMATION OFFICER | 40.0 | $265,422 | $0 | $36,069 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,530,488 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $419,595 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 216 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| JBG SMITH | ||||||
| 4747 BETHESDA AVE | SUITE 200 | BETHESDA | MD | 20814 | RENT | $6,779,579 |
| LOCKHEED MARTIN | ||||||
| 6801 Rockledge Dr | Bethesda | MD | 20817 | SUBCONTRACT/CONSULTING | $2,335,800 | |
| DEKA USA DIM PROPERTY ONE LP | ||||||
| 251 LITTLE FALLS DRIVE | WILMINGTON | DE | 19808 | RENT | $2,017,232 | |
| HEALTHTECH SOLUTIONS LLC | ||||||
| 2030 Hoover Boulevard | FRANKFORT | KY | 40601 | SUBCONTRACT/CONSULTING | $1,697,078 | |
| BROOKINGS INSTITUTION | ||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | SUBCONTRACT/CONSULTING | $799,116 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 65 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $42,182,020 | GovernmentGrantsAmt |
| All Other Contributions | $101,922,276 | AllOtherContributionsAmt |
| Total Contributions | $144,104,296 | 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 | $1,296,772 | TotalRevenueColumnAmt |
| Exclusion | $1,296,772 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,528 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,528 | 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 | $79,056,636 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,724,454 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,332,182 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,332,182 | TotalRevenueColumnAmt |
| Exclusion | $24,332,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,118 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,118 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $19,970 | $19,970 | |
| DATA SUBSCRIPTIONS | 900099 | $163,800 | $163,800 |
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 | $183,770 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,926,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,616 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $163,800 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,628,954 | 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 | $5,814,545 | TotalAmt |
| Program Services | $5,814,545 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655,723 | TotalAmt |
| Program Services | $116,160 | ProgramServicesAmt |
| Management And General | $1,503,264 | ManagementAndGeneralAmt |
| Fundraising | $36,299 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,390,856 | TotalAmt |
| Program Services | $41,754,325 | ProgramServicesAmt |
| Management And General | $7,822,930 | ManagementAndGeneralAmt |
| Fundraising | $1,813,601 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,417,314 | TotalAmt |
| Program Services | $3,576,923 | ProgramServicesAmt |
| Management And General | $682,861 | ManagementAndGeneralAmt |
| Fundraising | $157,530 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,665,495 | TotalAmt |
| Program Services | $8,652,305 | ProgramServicesAmt |
| Management And General | $1,633,641 | ManagementAndGeneralAmt |
| Fundraising | $379,549 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,035,158 | TotalAmt |
| Program Services | $3,205,994 | ProgramServicesAmt |
| Management And General | $686,969 | ManagementAndGeneralAmt |
| Fundraising | $142,195 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,130 | TotalAmt |
| Management And General | $203,130 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,480 | TotalAmt |
| Management And General | $121,480 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,555 | TotalAmt |
| Management And General | $985,555 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,775,547 | TotalAmt |
| Program Services | $19,772,873 | ProgramServicesAmt |
| Management And General | $1,967,996 | ManagementAndGeneralAmt |
| Fundraising | $34,678 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,301 | TotalAmt |
| Program Services | $667,712 | ProgramServicesAmt |
| Management And General | $56,311 | ManagementAndGeneralAmt |
| Fundraising | $24,278 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,929,728 | TotalAmt |
| Program Services | $1,338,420 | ProgramServicesAmt |
| Management And General | $543,937 | ManagementAndGeneralAmt |
| Fundraising | $47,371 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,845,406 | TotalAmt |
| Program Services | $5,435,922 | ProgramServicesAmt |
| Management And General | $1,169,571 | ManagementAndGeneralAmt |
| Fundraising | $239,913 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,877 | TotalAmt |
| Program Services | $66,746 | ProgramServicesAmt |
| Management And General | $16,928 | ManagementAndGeneralAmt |
| Fundraising | $4,203 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,334 | TotalAmt |
| Program Services | $76,770 | ProgramServicesAmt |
| Management And General | $62,703 | ManagementAndGeneralAmt |
| Fundraising | $2,861 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,767,403 | TotalAmt |
| Program Services | $2,226,531 | ProgramServicesAmt |
| Management And General | $455,832 | ManagementAndGeneralAmt |
| Fundraising | $85,040 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,205 | TotalAmt |
| Program Services | $266,064 | ProgramServicesAmt |
| Management And General | $58,019 | ManagementAndGeneralAmt |
| Fundraising | $10,122 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,573,764 | TotalAmt |
| Program Services | $1,061,946 | ProgramServicesAmt |
| Management And General | $406,934 | ManagementAndGeneralAmt |
| Fundraising | $104,884 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,493,821 | TotalAmt |
| Program Services | $94,033,236 | ProgramServicesAmt |
| Management And General | $18,378,061 | ManagementAndGeneralAmt |
| Fundraising | $3,082,524 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,178 | BOYAmt |
| EOY | $3,763 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,988,961 | BOYAmt |
| EOY | $39,965,010 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,490,961 | BOYAmt |
| EOY | $35,629,072 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,572,797 | BOYAmt |
| EOY | $33,721,711 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,185,951 | BOYAmt |
| EOY | $1,876,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,425,775 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,280,536 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,401,638 | BOYAmt |
| EOY | $16,145,239 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,024,789 | BOYAmt |
| EOY | $126,100,509 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,224,608 | BOYAmt |
| EOY | $44,029,081 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,893,883 | BOYAmt |
| EOY | $297,470,452 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,094,113 | BOYAmt |
| EOY | $12,500,144 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,644,963 | BOYAmt |
| EOY | $2,980,526 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,231,161 | BOYAmt |
| EOY | $20,968,474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,970,237 | BOYAmt |
| EOY | $36,449,144 | 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 | $139,991,739 | BOYAmt |
| EOY | $165,719,020 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,931,907 | BOYAmt |
| EOY | $95,302,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,923,646 | BOYAmt |
| EOY | $261,021,308 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,893,883 | BOYAmt |
| EOY | $297,470,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $54,432,845 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,335,182 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,306,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,759,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,031,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,790,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,104,296 | CurrentTaxYearAmt |
| Total | $540,993,873 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,118 | CurrentTaxYearAmt |
| Total | $135,867 | 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 | $82,348,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,785,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,097,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,792,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,105,414 | CurrentTaxYearAmt |
| Total | $541,129,740 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $884,656 | 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 | $262,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $884,656 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $540,245,084 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,389,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,537,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,436,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,209,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,296,772 | CurrentTaxYearAmt |
| Total | $7,870,169 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $16,998 | CurrentTaxYearAmt |
| Total | $16,998 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,389,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,537,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,436,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,209,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,313,770 | CurrentTaxYearAmt |
| Total | $7,887,167 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,970 | CurrentTaxYearAmt |
| Total | $163,648 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,761,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,344,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,589,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,045,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,439,154 | CurrentTaxYearAmt |
| Total | $549,180,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9837 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9799 | PublicSupportPY509Pct |
| Investment Income CY | 0.01 | 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 - 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
| 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 | $143,165,349 | BeginningYearBalanceAmt |
| Contributions | $3,923 | ContributionsAmt |
| Investment Earnings Or Losses | $13,678,402 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $413,825 | OtherExpendituresAmt |
| Administrative Expenses | $985,555 | AdministrativeExpensesAmt |
| End Year Balance | $155,448,294 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,957,043 | BeginningYearBalanceAmt |
| Contributions | $19,060 | ContributionsAmt |
| Investment Earnings Or Losses | $24,226,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,204,438 | OtherExpendituresAmt |
| Administrative Expenses | $832,384 | AdministrativeExpensesAmt |
| End Year Balance | $143,165,349 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,233,833 | BeginningYearBalanceAmt |
| Contributions | -$5,338 | ContributionsAmt |
| Investment Earnings Or Losses | $9,273,193 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,383,699 | OtherExpendituresAmt |
| Administrative Expenses | $1,160,946 | AdministrativeExpensesAmt |
| End Year Balance | $122,957,043 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,124,224 | BeginningYearBalanceAmt |
| Contributions | $48,684 | ContributionsAmt |
| Investment Earnings Or Losses | -$745,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,247,784 | OtherExpendituresAmt |
| Administrative Expenses | $945,375 | AdministrativeExpensesAmt |
| End Year Balance | $119,233,833 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,199,528 | BeginningYearBalanceAmt |
| Contributions | $29,823 | ContributionsAmt |
| Investment Earnings Or Losses | $15,816,908 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,101,645 | OtherExpendituresAmt |
| Administrative Expenses | $820,390 | AdministrativeExpensesAmt |
| End Year Balance | $126,124,224 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03 | 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 | $20,582,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,031,858 | DepreciationAmt |
| Book Value | $12,550,928 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,944,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,787,874 | DepreciationAmt |
| Book Value | $3,156,517 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,898,598 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,460,804 | DepreciationAmt |
| Book Value | $437,794 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,145,239 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT | Desc |
| Book Value | $44,029,081 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $44,029,081 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $20,968,474 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,968,474 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $162,605,927 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,335,184 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$6,335,184 | RevenueNotReportedAmt |
| Revenue Subtotal | $168,941,111 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $985,555 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $985,555 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $169,926,666 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $114,508,264 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $114,508,264 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $985,555 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $985,555 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $115,493,819 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Modest portions of the Endowment Funds are used each year to support on-going organizational health. In addition, the Board of Trustees has established a policy that additional funds may be utilized if the Board, during the annual budget review process, determines that the uses of those additional funds are important, strategic, and support achievement of The Urban Institute's mission. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FASB, THE INSTITUTE RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, AND INTEREST AND PENALTIES ON INCOME TAXES. WITH FEW EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDED DECEMBER 31, 2018 AND PRIOR. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUTE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| South Asia | 0 | 1 | Program Services | PUBLIC POLICY RESEARCH | $44,000 |
| Russia and Neighboring States | 0 | 2 | Program Services | PUBLIC POLICY RESEARCH | $27,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $71,954 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $71,954 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH ASIA-Accrual |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | NOT APPLICABLE |
| Schedule F, Part I, Line 3 METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS | SOUTH 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (98 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Abolitionist Law Center | ||||||||
| 201 N Braddock Ave | PO Box 8654 | Pittsburgh | PA | 12551 | 462132412 | 501(C)(3) | $35,000 | Grant Sub-Award |
| American Bar Foundation | ||||||||
| 750 N Lake Shore Dr | Chicago | IL | 60611 | 366110271 | 501(C)(3) | $25,885 | Grant Sub-Award | |
| American Friends Service Committee Inc | ||||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | 231352010 | $35,000 | Grant Sub-Award | ||
| American Probation and Parole Association | ||||||||
| 1776 Avenue of the States | Lexington | KY | 405118536 | 561150454 | 501(C)(3) | $9,545 | Grant Sub-Award | |
| American University | ||||||||
| 4400 Massachusetts Ave NW | Washington | DC | 200168002 | 530196549 | 501(C)(3) | $64,640 | Grant Sub-Award | |
| Arab-American Family Support Center | ||||||||
| 150 Court Street | Brooklyn | NY | 11201 | 113167245 | 501(C)(3) | $53,907 | Grant Sub-Award | |
| Area Agency on Aging | ||||||||
| 1366 East Thomas Road | Phoenix | AZ | 85014 | 742371957 | 501(C)(3) | $98,304 | Grant Sub-Award | |
| Asian Community & Cultural Center | ||||||||
| 144 N 44th Street | Lincoln | NE | 68503 | 470807501 | 501(C)(3) | $28,539 | Grant Sub-Award | |
| Boone County Community Services Department | ||||||||
| 801 E Walnut St | Columbia | MO | 65201 | 436000349 | $31,741 | Grant Sub-Award | ||
| Bright Beginnings Inc | ||||||||
| 3418 4th Street SE | Washington | DC | 20032 | 521697917 | 501(C)(3) | $30,295 | Grant Sub-Award | |
| Brookings Institution | ||||||||
| 1775 Massachusetts Ave NW | Washington | DC | 20036 | 530196577 | 501(C)(3) | $750,000 | Grant Sub-Award | |
| Centro Campesino Farmworker Center | ||||||||
| 35801 SW 186th Avenue | Florida City | FL | 33034 | 591460598 | 501(C)(3) | $11,846 | Grant Sub-Award | |
| Child Trends Inc | ||||||||
| 7315 Wisconsin Avenue | Bethesda | MD | 208143666 | 132982969 | 501(C)(3) | $111,061 | Grant Sub-Award | |
| Comite Civico del Valle Inc | ||||||||
| 235 Main St | Brawley | CA | 92227 | 330411322 | 501(C)(3) | $6,450 | Grant Sub-Award | |
| Community Catalyst Inc | ||||||||
| One Federal Street | Boston | MA | 02110 | 043355127 | 501(C)(3) | $93,497 | Grant Sub-Award | |
| Community Empowerment Association | ||||||||
| 7120 Kelly Street | Pittsburgh | PA | 15208 | 251760121 | 501(C)(3) | $17,000 | Grant Sub-Award | |
| Community of Hope Inc | ||||||||
| 4 Atlantic ST SW | Washington | DC | 200322350 | 521184749 | 501(C)(3) | $44,489 | Grant Sub-Award | |
| Community Resources for Justice | ||||||||
| 500 Harrison Ave | Boston | MA | 021182439 | 043461434 | 501(C)(3) | $40,663 | Grant Sub-Award | |
| Contra Costa Community College District | ||||||||
| 500 Court Street | Martinez | CA | 94553 | 680342035 | 501(C)(4) | $6,000 | Grant Sub-Award | |
| Cook County Family Connection | ||||||||
| PO Box 92 | 303 S College Street | Sparks | GA | 31647 | 582642722 | 501(C)(3) | $10,000 | Grant Sub-Award |
| Correctional Leaders Association (CLA) | ||||||||
| PO Box 102 | Iona | ID | 83427 | 873333378 | $16,277 | Grant Sub-Award | ||
| County of Bernalillo New Mexico | ||||||||
| One Civic Plaza NW | Albuquerque | NM | 87102 | 856000202 | $20,000 | Grant Sub-Award | ||
| County of Camden | ||||||||
| 520 Market St | Camden | NJ | 081021300 | 216000504 | 501(C)(3) | $20,000 | Grant Sub-Award | |
| County of Summit | ||||||||
| Division of Public Safety | 175 South Main Street | Akron | OH | 44308 | 346002767 | $35,000 | Grant Sub-Award | |
| Credit Builders Alliance | ||||||||
| 1701 K Street NW | Washington | DC | 200061503 | 208351782 | 501(C)(3) | $10,000 | Grant Sub-Award | |
| Curators of the University of Missouri | ||||||||
| 118 University Hall | Columbia | MO | 652113020 | 266440629 | 501(C)(3) | $100,000 | Grant Sub-Award | |
| Dartmouth-Hitchcock Clinic | ||||||||
| One Medical Center Drive | Lebanon | NH | 037561000 | 222519596 | 501(C)(3) | $58,380 | Grant Sub-Award | |
| DC Fiscal Policy Institute Inc | ||||||||
| 1275 First Street NE | Washington | DC | 20002 | 832103918 | 501(C)(3) | $50,000 | Grant Sub-Award | |
| DC Office of Planning | ||||||||
| 1100 4th Street SW | Washington | DC | 20024 | 536001131 | $93,356 | Grant Sub-Award | ||
| Delaware Department of Correction | ||||||||
| 245 McKee Rd | Dover | DE | 19904 | 516000279 | 501(C)(3) | $40,000 | Grant Sub-Award | |
| East Harris County Empowerment Council | ||||||||
| 11821 East FWY | Houston | TX | 77029 | 270377576 | 501(C)(3) | $30,295 | Grant Sub-Award | |
| Eden Youth and Family Center | ||||||||
| 680 W Tennyson Road | Hayward | CA | 94544 | 942442586 | 501(C)(3) | $66,080 | Grant Sub-Award | |
| El Buen Samaritano Episcopal Mission | ||||||||
| 7000 Woodhue Drive | Austin | TX | 78745 | 742488682 | 501(C)(3) | $70,304 | Grant Sub-Award | |
| Faith in Indiana | ||||||||
| 1100 West 42nd Street | 212 W 10th Street Suite F175 | Indianapolis | IN | 46208 | 452349567 | 501(C)(3) | $35,000 | Grant Sub-Award |
| Florida State University (FSU) | ||||||||
| 2000 Levy Avenue | Tallahassee | FL | 32310 | 593211153 | 501(C)(3) | $19,500 | Grant Sub-Award | |
| Forward Justice | ||||||||
| 400 West Main Street | Durham | NC | 27701 | 812450800 | 501(C)(3) | $35,000 | Grant Sub-Award | |
| Fresno Interdenominational Refugee Ministries | ||||||||
| 1940 N Fresno St | Fresno | CA | 93703 | 770357297 | 501(C)(3) | $28,665 | Grant Sub-Award | |
| G A Carmichael Family Health Center | ||||||||
| 1668 West Peace Street | Canton | MS | 39046 | 640580940 | 501(C)(3) | $5,721 | Grant Sub-Award | |
| George Mason University | ||||||||
| 4400 University Drive | Mail Stop 4B2 | Fairfax | VA | 22030 | 540836354 | 501(C)(3) | $50,354 | Grant Sub-Award |
| Georgetown University | ||||||||
| 37th and O Streets NW | Washington | DC | 20057 | 530196603 | 501(C)(3) | $296,440 | Grant Sub-Award | |
| Georgia Tech Applied Research Corporation | ||||||||
| 926 Dalney St NW | Atlanta | GA | 303320415 | 582374837 | 501(C)(3) | $5,813 | Grant Sub-Award | |
| Georgia Tech Research Corporation | ||||||||
| 926 Dalney St NW | Atlanta | GA | 303320415 | 580603146 | 501(C)(3) | $30,000 | Grant Sub-Award | |
| Immunize Colorado | ||||||||
| 13123 E 16th Avenue | B281 | Aurora | CO | 80045 | 841479975 | 501(C)(3) | $66,140 | Grant Sub-Award |
| International Association of Forensic Nurses | ||||||||
| 6755 Business Parway | Elkridge | MD | 210756740 | 582088040 | 501(C)(6) | $12,428 | Grant Sub-Award | |
| Iowa Department of Human Rights | ||||||||
| 321 E 12TH ST | Des Moines | IA | 50319 | 420919127 | 501(C)(3) | $49,781 | Grant Sub-Award | |
| JFA Institute | ||||||||
| 720 Kearney Street | Denver | CO | 80220 | 383680643 | 501(C)(3) | $15,000 | Grant Sub-Award | |
| Johns Hopkins University | ||||||||
| 3910 KESWICK ROAD | Baltimore | MD | 212112226 | 520591627 | 501(C)(3) | $56,731 | Grant Sub-Award | |
| Jubilee Housing Inc | ||||||||
| 1631 Euclid Street NW | Washington | DC | 20009 | 520986261 | 501(C)(3) | $30,000 | Grant Sub-Award | |
| Just City | ||||||||
| 240 Madison Ave | Memphis | TN | 38103 | 472650826 | $35,000 | Grant Sub-Award | ||
| LeadingAge Inc | ||||||||
| 2519 Connecticut Ave NW | Washington | DC | 20008 | 136213523 | 501(C)(3) | $8,754 | Grant Sub-Award | |
| Luke's House A Clinic for Healing and Hope | ||||||||
| 2023 Simon Bolivar Avenue | New Orleans | LA | 70113 | 260332262 | 501(c)(3) | $5,330 | Grant Sub-Award | |
| Mary's Center for Maternal and Child Care Inc | ||||||||
| 2333 Ontario Road NW | Washington | DC | 20009 | 521594116 | 501(C)(3) | $40,627 | Grant Sub-Award | |
| Massachusetts Institute of Technology (MIT) | ||||||||
| 77 Massachusetts Avenue | Cambridge | MA | 02139 | 042103594 | 501(C)(3) | $23,892 | Grant Sub-Award | |
| Missouri Department of Corrections | ||||||||
| 2729 Plaza Dr | PO Box 236 | Jefferson City | MO | 65109 | 431628745 | $94,612 | Grant Sub-Award | |
| Mt San Jacinto College | ||||||||
| 1499 N State Street | San Jacinto | CA | 92583 | 330813228 | $6,000 | Grant Sub-Award | ||
| National Center for State Courts | ||||||||
| 300 Newport Avenue | Williamsburg | VA | 231854147 | 520914250 | 501(C)(3) | $249,742 | Grant Sub-Award | |
| National Center for Victims of Crime | ||||||||
| 3434 Washington Blvd | Arlington | VA | 22201 | 300022798 | 501(C)(3) | $29,608 | Grant Sub-Award | |
| National Council for Workforce Education | ||||||||
| 2840 West Bay Drive | Belleair Bluffs | FL | 33770 | 311449995 | $99,980 | Grant Sub-Award | ||
| National Employment Law Project | ||||||||
| 90 Broad Street | New York | NY | 10004 | 132758558 | 501(C)(3) | $125,000 | Grant Sub-Award | |
| National Low Income Housing Coalition | ||||||||
| 1000 Vermont Avenue NW | Washington | DC | 20005 | 521089824 | 501(C)(3) | $7,500 | Grant Sub-Award | |
| New Immigrant Community Empowerment | ||||||||
| 71-29 Roosevelt Avenue | Jackson Heights | NY | 11372 | 113560625 | 501(C)(3) | $32,773 | Grant Sub-Award | |
| New York Univ Furman Center for Real Estate and Urban | ||||||||
| 105 East 17th Street | PO Box 5166 | New York | NY | 10003 | 135562308 | 501(C)(3) | $108,566 | Grant Sub-Award |
| NRF Foundation | ||||||||
| 1101 NEW YORK AVE NW | Washington | DC | 200054348 | 521224690 | 501(C)(3) | $15,000 | Grant Sub-Award | |
| Onondaga Community College | ||||||||
| 4585 West Seneca Turnpike | Syracuse | NY | 13215 | 160973001 | 501(C)(3) | $6,000 | Grant Sub-Award | |
| Opportunity Work | ||||||||
| 1100 Connecticut Avenue NW | Washington | DC | 20036 | 813214432 | 501(C)(3) | $89,600 | Grant Sub-Award | |
| Penn Praxis | ||||||||
| 210 S 34th Street | Philadelphia | PA | 191046311 | 752974931 | $7,500 | Grant Sub-Award | ||
| ProTexNetwork for a Progressive Texas Inc DBA Texas CJC | ||||||||
| 1714 Fortview Road | Austin | TX | 78704 | 742969471 | 501(C)(3) | $35,000 | Grant Sub-Award | |
| Ramsey County | ||||||||
| 121 East Seventh Place | St Paul | MN | 55101 | 416005875 | $18,664 | Grant Sub-Award | ||
| RAND Corporation | ||||||||
| 1776 Main Street | PO Box 2138 | Santa Monica | CA | 90407 | 951958142 | 501(C)(3) | $75,000 | Grant Sub-Award |
| Refugee Women's Network Inc | ||||||||
| 2900 Chamblee Tucker Road | Atlanta | GA | 30341 | 582369796 | 501(c)(3) | $11,800 | Grant Sub-Award | |
| RefugeeOne | ||||||||
| 5705 N Lincoln Ave | Chicago | IL | 60659 | 363817743 | 501(c)(3) | $41,911 | Grant Sub-Award | |
| Regents of The University of California-Berkeley | ||||||||
| 1608 Fourth Street | Berkeley | CA | 94710 | 946002123 | $255,641 | Grant Sub-Award | ||
| Regional Data Cooperating for Greater New Haven | ||||||||
| 129 CHURCH STREET | New Haven | CT | 065102026 | 061567201 | 501(C)(3) | $14,192 | Grant Sub-Award | |
| Research Foundation CUNY | ||||||||
| 230 West 41St Street | New York | NY | 10036 | 131988190 | $6,000 | Grant Sub-Award | ||
| Sasha Bruce Youthwork | ||||||||
| 741 8Th Street SE | Washington | DC | 200032802 | 521006486 | 501(C)(3) | $159,577 | Grant Sub-Award | |
| St Lucie County | ||||||||
| 2300 Virginia Ave | Fort Pierce | FL | 34982 | 596000835 | $44,054 | Grant Sub-Award | ||
| Texas Southern University | ||||||||
| 100 CLEBURNE ST HANNAH HALL 201 | Houston | TX | 770044501 | 741620415 | 501(C)(3) | $97,727 | Grant Sub-Award | |
| The Aspen Institute | ||||||||
| 2300 North Street NW | Washington | DC | 20037 | 840399006 | 501(C)(3) | $22,536 | Grant Sub-Award | |
| The Brigham and Women's Hospital Inc | ||||||||
| 75 Francis Street | Boston | MA | 021156110 | 042312909 | 501(c)(3) | $66,000 | Grant Sub-Award | |
| The University of Central Florida Board of Trustees | ||||||||
| 12424 Research Parkway | Orlando | FL | 32826 | 592924021 | 501(C)(3) | $127,139 | Grant Sub-Award | |
| The University of Vermont | ||||||||
| 85 S Prospect Street | PO BOX 1389 | Willston | VT | 054951389 | 030179440 | 501(C)(3) | $90,000 | Grant Sub-Award |
| Under 21 dba Covenant House New York | ||||||||
| 460 West 41st Street | New York | NY | 10036 | 133076376 | 501(C)(3) | $27,612 | Grant Sub-Award | |
| University of Kentucky Research Foundation | ||||||||
| 301 PETERSON SERVICE BUILDING | Lexington | KY | 405060001 | 616033693 | 501(C)(3) | $38,165 | Grant Sub-Award | |
| University of Delaware | ||||||||
| 413 ACADEMY STREET | Newark | DE | 197165304 | 516000297 | 501(C)(3) | $90,000 | Grant Sub-Award | |
| University of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 80210 | 840404231 | $140,000 | Grant Sub-Award | ||
| University of Illinois | ||||||||
| 506 S Wright Street | Urbana | IL | 61801 | 376000511 | 501(C)(3) | $20,048 | Grant Sub-Award | |
| University of Maryland Baltimore County | ||||||||
| 220 ARCH ST | Baltimore | MD | 212011531 | 311678679 | 501(C)(3) | $44,124 | Grant Sub-Award | |
| University of New Orleans | ||||||||
| 2000 Lakeshote Drive | New Orleans | LA | 70148 | 720702000 | 501(C)(3) | $124,336 | Grant Sub-Award | |
| Urban League of Philadelphia | ||||||||
| 121 South Broad Street | Philadelphia | PA | 19107 | 231429810 | $43,378 | Grant Sub-Award | ||
| Urban Strategies Council | ||||||||
| 1720 Broadway | Oakland | CA | 94612 | 943044453 | $15,000 | Grant Sub-Award | ||
| Vermont Department of Corrections | ||||||||
| 280 State Drive | NOB 2 South | Waterbury | VT | 056712000 | 036000264 | $100,000 | Grant Sub-Award | |
| Virginia Commonwealth University | ||||||||
| PO Box 843035 | Richmond | VA | 23284 | 546001758 | 501(C)(3) | $44,986 | Grant Sub-Award | |
| Virginia Department of Health | ||||||||
| 109 Governor Street | Richmond | VA | 23219 | 546001775 | $26,320 | Grant Sub-Award | ||
| Wellesley College | ||||||||
| 106 Central Street | Wellesley | MA | 02481 | 042103637 | 501(C)(3) | $10,291 | Grant Sub-Award | |
| Wichita State University Campus of Applied Sciences and Tech | ||||||||
| 4004 N Webb Rd | Wichita | KS | 67226 | 201027060 | $12,000 | Grant Sub-Award | ||
| World Education Inc | ||||||||
| 44 Farnsworth ST | Boston | MA | 02210 | 131804349 | 501(C)(3) | $100,816 | Grant Sub-Award | |
| Youth Advocate Program (YAP) Inc | ||||||||
| 2007 North Third Street | Harrisburg | PA | 17102 | 231977514 | 501(C)(3) | $35,000 | Grant Sub-Award | |
| Youth Justice Network | ||||||||
| 63 W 125th Street | New York | NY | 10027 | 133576756 | 501(C)(3) | $35,000 | Grant Sub-Award | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 95 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 | $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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 body | A DRAFT OF THE FORM 990 IS PROVIDED TO THE CONTROLLER, WHO PERFORMS AN INDEPENDENT REVIEW OF THE DRAFT. CHANGES ARE INCORPORATED INTO A SECOND DRAFT, WHICH IS PROVIDED TO THE PRESIDENT FOR REVIEW. A FINAL DRAFT IS THEN PREPARED AND PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ONCE THE AUDIT COMMITTEE'S REVIEW IS COMPLETE, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | URBAN'S CONFLICT OF INTEREST POLICY REQUIRES ANY TRUSTEE TO DISCLOSE IN GOOD FAITH THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BEFORE A DECISION OF THE BOARD OR OPPORTUNITY TO INFLUENCE OR INFORM A DECISION BY MANAGEMENT OR STAFF AND TO NOT PARTICIPATE IN ANY RELEVANT DELIBERATIONS OR DECISIONS. ON AN ANNUAL BASIS, TRUSTEES AND OFFICERS MUST COMPLETE A STATEMENT ACKNOWLEDGING THEY HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WTH THE POLICY AND UNDERSTAND THE INSTITUTE'S TAX EXEMPT PURPOSE. THE CORPORATE SECRETARY ENSURES THESE STATEMENTS ARE RECEIVED FROM ALL TRUSTEES AND ENSURES THAT THE CHAIR AND RELEVANT TRUSTEES ARE AWARE OF ANY NOTICES OF CONFLICT. FURTHERMORE, THE INSTITUTE'S "STANDARDS OF ETHICAL CONDUCT" POLICY CONTAINS A SECTION ON CONFLICTS OF INTEREST. THE POLICY IS REQUIRED READING FOR ALL EMPLOYEES AND IS INCLUDED IN EMPLOYEE TRAINING ON ETHICAL CONDUCT. DETAILED REVIEW AND APPROVAL PROCEDURES EXIST FOR ALL EXPENDITURES, ENSURING STRONG INTERNAL CONTROL AND COMPLIANCE WITH ORGANIZATIONAL POLICIES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE SALARY FOR THE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIR OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE PRESIDENT/CEO OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. THE CHAIR IS ALSO PROVIDED NATIONAL SALARY SURVEYS FOR COMPARABLE POSITIONS IN LIKE-SIZED ORGANIZATIONS AS WELL AS UPWARD ASSESSMENTS OF PERFORMANCE OF THE PRESIDENT BY OTHER SENIOR STAFF. THE EXECUTIVE COMMITTEE 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 employees | THE SALARY FOR THE SENIOR VICE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIR OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE SENIOR VICE PRESIDENTS OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. THE PRESIDENT CONSULTS WITH SENIOR STAFF OF THE INSTITUTE TO DISCUSS THE PERFORMANCE OF THE SENIOR VICE PRESIDENT. BASED ON THESE DISCUSSIONS AND THE SALARY SURVEYS MENTIONED ABOVE, THE PRESIDENT MAKES A SALARY RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE 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 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: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LENFANT PLAZA SW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526674346 | EIN |
| Primary Activities | PROVIDE BENEFITS TO INSTITUTE EMPLOYEES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(9) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $3,688,051 | InvolvedAmt |
| Method Of Amount Determination | CASH AMOUNT | MethodOfAmountDeterminationTxt |