URBAN ALLIANCE FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- URBAN ALLIANCE FOUNDATION INC (EIN 52-1938443)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-21
- IRS object ID
- 202112649349300301
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-21T06:55:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521938443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN ALLIANCE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 2024594300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 Q STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH LINDSEY | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2024594300 | PhoneNum |
| Signature | 2021-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | LINDSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2021-09-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH LINDSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 Q STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,334,312 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEURBANALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE EQUITY BY CONNECTING YOUNG ADULTS TO SKILLS, EXPOSURE AND NETWORKS FOR ECONOMIC MOBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1264 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,315,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,838,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,852,928 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,402,516 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $53,673 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,776 | CYOtherRevenueAmt |
| PY Total Revenue | $10,234,604 | PYTotalRevenueAmt |
| CY Total Revenue | $11,296,780 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,120 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $43,209 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,113,920 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,030,509 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $34,148 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $682,402 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,298,798 | PYOtherExpensesAmt |
| CY Other Expenses | $4,574,051 | CYOtherExpensesAmt |
| PY Total Expenses | $10,486,986 | PYTotalExpensesAmt |
| CY Total Expenses | $9,653,269 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$252,382 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,643,511 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,163,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,167,205 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,404,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,681,746 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,758,973 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,485,459 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE URBAN ALLIANCE FOUNDATION, INC. (THE FOUNDATION) BELIEVES THAT ALL YOUNG PEOPLE DESERVE EQUAL ACCESS TO THE SKILLS TRAINING, PAID WORK EXPERIENCES, AND PROFESSIONAL NETWORKS NEEDED TO ACHIEVE ECONOMIC MOBILITY. URBANALLIANCE IS BUILDING A DIVERSE NEXT-GENERATION WORKFORCE BY PROVIDING JOB SKILLS TRAINING, MENTORING, AND PAID INTERNSHIPS TO HIGH SCHOOL YOUTH FROM UNDER-RESOURCED COMMUNITIES, PREDOMINANTLY YOUTH OF COLOR. WE FIGHT FOR EQUITY BY EMPOWERING STUDENTS TO DREAM BIG AND ACHIEVE ECONOMIC MOBILITY. OUR WORK SUPPORTS THE DEVELOPMENT OF DIVERSE TALENT PIPELINES WHILE PREVENTING DISCONNECTION FROM SCHOOL OR THE WORKFORCE. IN PARTNERSHIP WITH OVER 200 EMPLOYERS, WE LEVEL THE PLAYING FIELD FOR YOUNG PEOPLE IN THE WORKFORCE BY EQUIPPING THEM WITH THE TOOLS TO OVERCOME THE SYSTEMIC BARRIERS THAT PREVENT EQUAL ACCESS TO ECONOMIC OPPORTUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,952,017 | ExpenseAmt |
| Grant | $40,890 | GrantAmt |
| Revenue | $3,075,424 | RevenueAmt |
| Desc | WORKFORCE DEVELOPMENT PROGRAMS: THIS CATEGORY PRIMARILY REPRESENTS THE FOUNDATION'S KEY VEHICLE FOR BUILDING A MORE EQUITABLE WORKFORCE: WORK-BASED LEARNING. OUR CORE MODEL, THE HIGH SCHOOL INTERNSHIP PROGRAM (HSIP), BRIDGES THE OPPORTUNITY GAP BY CONNECTING HIGH SCHOOL SENIORS IN ALL FOUR REGIONS FROM HISTORICALLY EXLCUDED COMMUNITIES - PRIMARILY YOUTH OF COLOR - TO PAID INTERNSHIPS, SKILLS AND DIGITAL LITERACY TRAINING, MENTORING, AND COLLEGE AND CAREER PLANNING ASSISTANCE. RECOGNIZING THE VALUE OF CONNECITNG YOUTH EARLIER IN THEIR HIGH SCHOOL CAREERS WITH WORK-BASED LEARNING OPPORTUNITNIES TO PREVENT DISCONNECTION, THE FOUNDATION ALSO PROVIDES WORKFORCE READINESS TRAINING AND CAREER EXPOSURE TO STUDENTS AS EARLY AS FRESHMAN YEAR OF HIGH SCHOOL IN THE GREATER DC AND CHICAGO REGIONS. THE FOUNDATION ALSO FACILITATES OTHER INTERNSHIP PROGRAMS FOR NON-HIGH SCHOOL YOUTH VIA CONTRACTS WITH OTHER ORGANIZATIONS. THESE PROGRAMS ARE MODELED AFTER THE HSIP IN THAT YOUTH ARE PROVIDED PAID INTERNSHIPS AND RECEIVE LIFE-SKILLS AND JOB READINESS TRAINING. DURING THE COVID-19 PANDEMIC THE FOUNDATION TRANSITIONED TO VIRTUAL PROGRAMMING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,107,029 | ExpenseAmt |
| Grant | $2,319 | GrantAmt |
| Revenue | $326,140 | RevenueAmt |
| Desc | YOUTH PROGRAMS: THIS CATEGORY REPRESENTS THE FOUNDATION'S SUPPLEMENTAL PROGRAMS. ALL STUDENTS WHO COMPLETE HSIP ARE GUARANTEED LIFETIME COLLEGE AND CAREER SUPPORT THROUGH OUR ALUMNI SERVICES PROGRAM SHOULD THEY NEED IT. SERVICES ARE PRIMARILY CONCENTRATED DURING A STUDENT'S FIRST TWO YEARS POST-PROGRAM TO ENSURE CONTINUED CONNECTION TO AN EOCNOMICALLY-MOBILE PATHWAY. ADDITIONAL SERVICES INCLUDE THE ALUMNI INTERNSHIP PROGRAM, EDUCATION AND CAREER COUNSELING, CONTINUED PROFESSIONAL DEVELOPMENT, AND PROFESSIONAL NETWORKING OPPORTUNITIES. ADDITIONALLY, THE FOUNDATION HAS MADE ITS PROPRIETARY CURRICULUM AVAILABLE TO OUTSIDE ORGANIZATIONS ON A LIMITED BASIS, THROUGH STAFF-FACILITATED OR TRAIN-THE-TRAINER OUTREACH MODELS, PROVIDED THAT PROJECT SCOPES AND ORGANIZATIONS ALIGN WITH THE FOUNDATION'S MISSION. THE FOUNDATION'S CURRICULUM WILL BE SELECTED AND MODIFIED, IF NECESSARY, TO MEET THE NEEDS OF THE PROJECT. THE FOUNDATION RECEIVES REVENUE FOR AN ORGANIZATION'S USE OF THE FOUNDATION'S CURRICULUM, PROFESSIONAL FEES FOR THE FOUNDATION STAFF, AND EXPENSES NECESSARY TO EXECUTE THE PROJECT. DUE TO THE COVID-19 PANDEMIC, THE FOUNDATION TRANSITIONED TO VIRTUAL PROGRAMMING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $786,258 | ExpenseAmt |
| Revenue | $952 | RevenueAmt |
| Desc | PROGRAM DEVELOPMENT: THIS CATEGORY REFERS TO ACTIVITIES DESIGNED TO SCALE AND IMPROVE THE FOUNDATION'S PROGRAMS. THE FOUNDATION IS DEDICATED TO CONTINUOUS LEARNING, CONSTANTLY REFINING AND FINE-TUNING PROCESSES TO SPUR REAL-TIME, DATA-DRIVEN DECISION-MAKING THAT ALLOWS THE FOUNDATION TO DELIVER PROGRAMMING OF THE HIGHEST-POSSIBLE QUALITY FOR STUDENTS. REPLICATION ACTIVITIES ARE DESIGNED TO INCREASE THE QUANTITY OF YOUTH SERVED BY THE FOUNDATION'S PROGRAMS BY FINDING NEW AND INNOVATIVE WAYS TO DELIVER PROGRAMS IN CURRENT AREAS SERVED AS WELL AS BY EXPANDING TO OFFER PROVEN PROGRAM MODELS IN NEW AREAS. PROGRAM QUALITY AND FIDELITY ARE IMPROVED THROUGH EVALUATION ACTIVITIES DESIGNED TO IDENTIFY STRENGTHS AND AREAS FOR GROWTH THAT INFORM THE FOUNDATION'S PROGRAM OPERATIONS. EVALUATION ACTIVITIES INCLUDE EXPERIMENTAL DESIGN STUDIES WITH THE URBAN INSTITUTE AS WELL AS SHORT TERM OUTCOME EVALUATIONS THAT ALLOW THE FOUNDATION TO IMPROVE PROGRAM QUALITY AND DELIVER IMPROVED SERVICES TO YOUTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,845,304 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1264 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH LINDSEY | PersonNm |
| Phone | 2024594300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 Q STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 |
|---|---|---|---|---|---|---|---|
| MARY MENELL ZIENTS | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW PLEPLER | |||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG DESAUTELS | |||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KWASI MITCHELL | |||||||
| BOARD TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLY DIBBLE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN GREER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE GREGORY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS KILAVOS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN LEDER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM NIDES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VERONICA NOLAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAHIN REZAI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZED SMITH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA URQUILLA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNA VIDALE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DELINDA WASHINGTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESHAUNA SMITH | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $248,093 | $0 | $8,016 | ||
| JULIA KENT | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $141,239 | $0 | $11,552 | Yes (X) | ||
| NICOLA DIAMOND | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $138,756 | $0 | $4,025 | Yes (X) | ||
| MONIQUE RIZER | |||||||
| EXECUTIVE DIRECTOR, DC REGION | 40.00 | $134,869 | $0 | $9,403 | Yes (X) | ||
| JENNA KETCHUM | |||||||
| EXECUTIVE DIRECTOR, CHICAGO REGION | 40.00 | $101,458 | $0 | $9,831 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $764,415 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,827 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
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) |
|---|---|---|
| Services | RANDOMIZED CONTROL TRIAL OF INTERN PROGR | ServicesDesc |
| Compensation | $440,618 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $53,988 | FederatedCampaignsAmt |
| Government Grants | $1,572,794 | GovernmentGrantsAmt |
| All Other Contributions | $6,212,033 | AllOtherContributionsAmt |
| Total Contributions | $7,838,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT SPONSORSHIPS | 900099 | $2,249,709 | $2,249,709 |
| OUTSOURCED PROGRAMS | 900099 | $1,152,807 | $1,152,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,402,516 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,510 | TotalRevenueColumnAmt |
| Exclusion | $53,510 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,037,695 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,037,532 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $163 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163 | TotalRevenueColumnAmt |
| Exclusion | $163 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,776 | TotalRevenueColumnAmt |
| Exclusion | $1,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,776 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,296,780 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,402,516 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,449 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,209 | TotalAmt |
| Program Services | $43,209 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,110 | TotalAmt |
| Program Services | $133,177 | ProgramServicesAmt |
| Management And General | $28,172 | ManagementAndGeneralAmt |
| Fundraising | $94,761 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,685,725 | TotalAmt |
| Program Services | $3,226,229 | ProgramServicesAmt |
| Management And General | $45,184 | ManagementAndGeneralAmt |
| Fundraising | $414,312 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,888 | TotalAmt |
| Program Services | $69,600 | ProgramServicesAmt |
| Management And General | $911 | ManagementAndGeneralAmt |
| Fundraising | $6,377 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,107 | TotalAmt |
| Program Services | $382,766 | ProgramServicesAmt |
| Management And General | $4,813 | ManagementAndGeneralAmt |
| Fundraising | $36,528 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,679 | TotalAmt |
| Program Services | $535,858 | ProgramServicesAmt |
| Management And General | $6,479 | ManagementAndGeneralAmt |
| Fundraising | $45,342 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,044 | TotalAmt |
| Program Services | $51,366 | ProgramServicesAmt |
| Management And General | $726 | ManagementAndGeneralAmt |
| Fundraising | $3,952 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Fundraising | $5,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,889 | TotalAmt |
| Program Services | $663,333 | ProgramServicesAmt |
| Management And General | $32,373 | ManagementAndGeneralAmt |
| Fundraising | $4,183 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694 | TotalAmt |
| Fundraising | $1,694 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,712 | TotalAmt |
| Program Services | $48,414 | ProgramServicesAmt |
| Management And General | $554 | ManagementAndGeneralAmt |
| Fundraising | $11,744 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,577 | TotalAmt |
| Program Services | $145,943 | ProgramServicesAmt |
| Management And General | $1,555 | ManagementAndGeneralAmt |
| Fundraising | $13,079 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,836 | TotalAmt |
| Program Services | $277,556 | ProgramServicesAmt |
| Management And General | $3,923 | ManagementAndGeneralAmt |
| Fundraising | $21,357 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,851 | TotalAmt |
| Program Services | $37,264 | ProgramServicesAmt |
| Management And General | $176 | ManagementAndGeneralAmt |
| Fundraising | $3,411 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,418 | TotalAmt |
| Program Services | $15,047 | ProgramServicesAmt |
| Management And General | $213 | ManagementAndGeneralAmt |
| Fundraising | $1,158 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,067 | TotalAmt |
| Program Services | $16,559 | ProgramServicesAmt |
| Management And General | $234 | ManagementAndGeneralAmt |
| Fundraising | $1,274 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT INTERNSHIPS | $2,961,278 | $2,961,278 | ||
| TRAINING & ACTIVITIES | $220,955 | $220,955 | ||
| MISCELLANEOUS | $20,112 | $5,303 | $16 | $14,793 |
| DUES,FEES,SUBSCRIPTIONS | $14,418 | $11,447 | $34 | $2,937 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,653,269 | TotalAmt |
| Program Services | $8,845,304 | ProgramServicesAmt |
| Management And General | $125,563 | ManagementAndGeneralAmt |
| Fundraising | $682,402 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,474,474 | BOYAmt |
| EOY | $2,958,565 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,299,438 | BOYAmt |
| EOY | $4,029,839 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,317,750 | BOYAmt |
| EOY | $1,346,629 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,664,977 | BOYAmt |
| EOY | $1,708,083 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394 | BOYAmt |
| EOY | $350 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,427 | BOYAmt |
| EOY | $153,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $145,756 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $135,386 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,788 | BOYAmt |
| EOY | $10,370 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,885 | BOYAmt |
| EOY | $2,953,104 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,825 | BOYAmt |
| EOY | $7,075 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,163,958 | BOYAmt |
| EOY | $13,167,205 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,597 | BOYAmt |
| EOY | $236,033 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,514 | BOYAmt |
| EOY | $939,474 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,463,887 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,874 | BOYAmt |
| EOY | $42,352 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404,985 | BOYAmt |
| EOY | $2,681,746 | 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 | $4,296,773 | BOYAmt |
| EOY | $4,952,436 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,462,200 | BOYAmt |
| EOY | $5,533,023 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,758,973 | BOYAmt |
| EOY | $10,485,459 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,163,958 | BOYAmt |
| EOY | $13,167,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,643,511 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $82,975 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,398,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,250,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,645,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,315,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,838,815 | CurrentTaxYearAmt |
| Total | $27,449,353 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,398,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,250,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,645,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,315,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,838,815 | CurrentTaxYearAmt |
| Total | $27,449,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,753,625 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,695,728 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,510 | CurrentTaxYearAmt |
| Total | $234,547 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,687,179 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,116,521 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2016 AMOUNT: $ 2,279. 2018 AMOUNT: $ 1,000. | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,379 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,009 | DepreciationAmt |
| Book Value | $10,370 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,377 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,377 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,370 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $7,446 |
| DEFERRED RENT | $34,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $42,352 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,547,248 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $82,975 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $167,693 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $250,668 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,296,580 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $200 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $200 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,296,780 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,820,762 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $167,693 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $167,693 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,653,069 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $200 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $200 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,653,269 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INTERN SCHOLARSHIPS | 14 | $30,776 |
| ALUMNI SCHORASHIPS | 13 | $5,939 |
| INTERN STUDENT SUPPORT GRANTS | 19 | $4,175 |
| ALUMNI STUDENT SUPPORT GRANTS | 10 | $231 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN 2020, THE FOUNDATION AWARDED THREE TYPES OF SCHOLARSHIPS IN CONJUNCTION WITH THIRD PARTIES. THE INTERN EXCELLENCE SCHOLARSHIP REQUIRES NOMINATIONS FROM THE INTERNS' JOB SITE MENTORS AND/OR PROGRAM STAFF HIGHLIGHTING THE INTERN'S ACHIEVEMENTS DURING THE INTERNSHIP. THE SECOND SCHOLARSHIP IS SPONSORED BY MURIEL MAIGNAN-WILKINS AND IS OPEN TO ALL DC INTERNS WHO MUST APPLY AND PROVIDE AN ESSAY. THE THIRD SCHOLARSHIP, THE LONGVIEW SCHOLARSHIP, IS SPONSORED BY SETH GOLDMAN AND JULIE FARKAS AND IS OPEN TO ALL DC/MOCO INTERNS WHO MUST APPLY AND PROVIDE AN ESSAY. VARIOUS REGIONAL OFFICES HAVE ADDITIONAL SCHOLARSHIPS AWARDED BASED UPON OTHER PERFORMANCE FACTORS SUCH AS MOST IMPROVED INTERN OR INTERN WHO BEST EMBODIES THE FOUNDATION'S CORE VALUES. THE SCHOLARSHIPS PROVIDED BY THE FOUNDATION WERE PAID DIRECTLY TO THE INSTITUTION OF HIGHER LEARNING AND WERE TYPICALLY APPLIED TO TUITION EXPENSES FOR THE INTERN'S FIRST SEMESTER OF COLLEGE. DURING THE COVID-19 PANDEMIC TO MEET THE EMERGENCY NEEDS OF OUR STUDENTS, THE FOUNDATION AWARDED STUDENT SUPPORT GRANTS TO INTERNS AND ALUMNI WHO DEMONSTRATED A FINANCIAL HARDSHIP DUE TO COVID-19. REQUESTS FOR ASSISTANCE FROM STUDENTS WERE SUBMITTED BY THE PROGRAM TEAMS. THE EXECUTIVE DIRECTOR OR SENIOR DIRECTOR OF PROGRAMS REVIEWED THE REQUESTS AND, ONCE APPROVED, THE FOUNDATION PROVIDED STUDENT SUPPORT GRANTS DIRECTLY TO THE INDIVIDUALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESHAUNA SMITH | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $246,721 | $0 | $0 | $0 | $1,372 | $0 | $7,116 | $0 | $900 | $0 | $256,109 | $0 | $0 | $0 |
| JULIA KENT | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $140,504 | $0 | $0 | $0 | $735 | $0 | $6,215 | $0 | $5,337 | $0 | $152,791 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 2025 MASSACHUSETTS AVENUE LLC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MARY ZIENTS IS THE BOARD CHAIR OF THE FOUNDATION AND A MEMBER OF THE LLC. | RelationshipDescriptionTxt |
| Transaction | $187,194 | TransactionAmt |
| Transaction | THE FOUNDATION LEASES SPACE AT 2030 Q STREET, NW IN WASHINGTON, DC. 2025 MASSACHUSETTS AVENUE, LLC OWNS THE BUILDING AND LICENSES THE USE OF OFFICE SPACE TO THE FOUNDATION. MARY AND JEFFREY ZIENTS ARE THE SOLE MEMBERS OF THE LLC, AND MARY ZIENTS SERVES AS THE MANAGER OF THE LLC. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | WHILE COMMITTEES EXIST, THEY DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. A WRITTEN SUMMARY OF COMMITTEE ACTIVITIES IS PRESENTED AT BOARD MEETINGS, AND KEY MATTERS ARE VOTED UPON BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE TEAM EXECUTES THE FOUNDATION'S ACCOUNTING AND FINANCE FUNCTIONS. THE FINANCE TEAM COORDINATES THE ANNUAL AUDIT AND COMPLETION OF THE FEDERAL FORM 990 BY THE FOUNDATION'S OUTSIDE CPA FIRM, MARCUM, LLP. THE ACCOUNTING AND FINANCE RESPONSIBILITIES OF THE FINANCE TEAM ARE DOCUMENTED IN JOB DESCRIPTIONS WHICH ARE RETAINED IN PERSONNEL FILES. ONCE THE AUDIT IS COMPLETE, THE AUDIT STAFF OF MARCUM, LLP PROVIDES AUDITED FINANCIAL DATA TO THE TAX DEPARTMENT AT MARCUM, LLP WHO PREPARES A DRAFT COPY OF THE FEDERAL FORM 990. IN ADDITION, MARCUM, LLP PREPARES A LIST OF ADDITIONAL INFORMATION REQUIRED FOR THE FEDERAL FORM 990, WHICH THE FINANCE TEAM PROVIDES DIRECTLY TO THE TAX STAFF. A DRAFT COPY OF THE FEDERAL FORM 990 IS SENT TO THE FINANCE TEAM FOR REVIEW. THE FINANCE TEAM ENSURES THAT ALL FINANCIAL FIGURES INCLUDED ON THE FEDERAL FORM 990 CORRESPOND TO FINANCIAL DATA GIVEN TO THE AUDITORS AND REVIEWS THE ANSWERS TO THE NON-FINANCIAL QUESTIONS FOR PROPRIETY. ANY QUESTIONS IN REGARD TO THE AMOUNTS APPEARING ON THE FEDERAL FORM 990 ARE DISCUSSED WITH MARCUM, LLP. ANY NECESSARY CHANGES ARE MADE AND A REVISED DRAFT IS GENERATED BY MARCUM, LLP AND SENT TO THE FINANCE TEAM FOR SECONDARY REVIEW. ONCE THE REVISED DRAFT IS APPROVED BY THE FINANCE TEAM, IT IS THEN REVIEWED WITH THE FOUNDATION'S CHIEF EXECUTIVE OFFICER (CEO) AND CHIEF OPERATING OFFICER (COO). THE FINANCE TEAM POINT OUT HOW THE FINANCIAL FIGURES FROM THE AUDIT HAVE BEEN PROPERLY INCLUDED ON THE FEDERAL FORM 990 AND REVIEW THE ANSWERS TO THE NON-FINANCIAL QUESTIONS TO ENSURE THEY REPRESENT CURRENT ACTIVITIES. AN ADDITIONAL REVIEW OF THE DRAFT FEDERAL FORM 990 IS PERFORMED BY THE BOARD FINANCE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIR, THE BOARD TREASURER ,THE BOARD SECRETARY, THE CEO, THE COO, THE CHIEF DEVELOPMENT OFFICER (CDO) AND THE FINANCE TEAM. ONCE THE BOARD FINANCE COMMITTEE'S APPROVAL IS OBTAINED, THE DRAFT IS PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW. ONCE THE BOARD OF DIRECTORS CONFIRMS THEIR REVIEW, MARCUM, LLP IS NOTIFIED THAT THE FINAL FEDERAL FORM 990 CAN BE E-FILED. THE CEO PROVIDES MARCUM, LLP WITH SIGNED ELECTRONIC AUTHORIZATION TO FILE THE FINAL FEDERAL FORM 990. MARCUM, LLP THEN ELECTRONICALLY FILES THE FINAL FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND PROVIDES THE FOUNDATION WITH A FINAL PDF COPY OF THE FEDERAL FORM 990, WHICH IS KEPT FOR THE FOUNDATION'S OFFICE RECORDS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS IS PRESENTED FOR APPROVAL TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. AFTER APPROVAL, EACH MEMBER SIGNS THE ACKNOWLEDGEMENT AND RETURNS IT TO THE OFFICE OF THE CEO FOR RETENTION. ANY DISCLOSED CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE BOARD CHAIRPERSON FOR RESOLUTION AND POTENTIAL DISCUSSION AT AN UPCOMING BOARD MEETING. INCOMING BOARD MEMBERS RECEIVE THIS POLICY AS PART OF A BOARD ORIENTATION PACKAGE AND ARE REQUIRED TO REVIEW AND SIGN THE POLICY. THE FOUNDATION'S CONFLICT OF INTEREST POLICY FOR EMPLOYEES IS INCLUDED IN THE EMPLOYEE MANUAL. THE EMPLOYEE MANUAL IS POSTED ON THE FOUNDATION'S SHARED NETWORK DRIVE AND IN PAYCOM, THE FOUNDATION'S ONLINE PAYROLL AND HR PLATFORM. DURING A NEW EMPLOYEE'S ORIENTATION PERIOD, THE DIRECTOR OF HUMAN CAPITAL AND OPERATIONS (DHCO)/HUMAN RESOURCES MANAGER (HRM) AND/OR CHIEF OPERATING OFFICER (COO) REVIEWS INFORMATION CONTAINED IN THE EMPLOYEE MANUAL WITH THE NEW EMPLOYEE. NEW EMPLOYEES ARE REQUIRED TO READ THE EMPLOYEE MANUAL AND SIGN AN ACKNOWLEDGMENT THAT THEY HAVE READ AND UNDERSTOOD POLICIES OUTLINED THEREIN. WHEN CHANGES TO THE EMPLOYEE MANUAL ARE MADE, THE DHCO/HRM/COO ARE RESPONSIBLE FOR PROPERLY COMMUNICATING SUCH CHANGES TO ALL STAFF. ON AN ANNUAL BASIS, THE FOUNDATION CONDUCTS A STAFF RETREAT AWAY FROM THE OFFICE. DUE TO THE COVID-19 PANDEMIC THE FOUNDATION TRANSITIONED TO A VIRTUAL STAFF RETREAT IN 2020. ONE OF MANY TOPICS COVERED DURING THE RETREAT IS THE HIGH EXPECTATION FOR PROFESSIONAL CONDUCT FOR ALL STAFF. INTEGRAL TO THE FOUNDATION'S SUCCESS IS THE ARDENT FOLLOWING OF THE FOUNDATION'S CORE VALUES. THE FOUNDATION'S CORE VALUES ARE DEFINED IN THE EMPLOYEE MANUAL AND ARE VISIBLY POSTED AROUND THE FOUNDATION'S OFFICES. ONE OF THESE CORE VALUES IS "DEDICATION TO MISSION AND RESULTS FROM MISSION" WHICH IS DEFINED AS "MAKING DECISIONS BASED UPON THE MISSION AND VISION." ON AN ANNUAL BASIS, ALL EMPLOYEES RECEIVE A PERFORMANCE REVIEW. AS PART OF THIS REVIEW, ALL STAFF ARE EVALUATED BASED UPON CORE COMPETENCIES RELATED TO HIS/HER POSITION. A SECTION OF THIS EVALUATION IS DIRECTED AT DETERMINING HOW WELL AN EMPLOYEE'S CONDUCT SUPPORTS THE CORE VALUES OF THE ORGANIZATION AND HOW WELL A STAFF MEMBER CONDUCTS HIMSELF/HERSELF IN A PROFESSIONAL-LIKE MANNER. WHEN AN EMPLOYEE LEAVES THE FOUNDATION, THE HRM/DHCO/COO CONDUCTS AN EXIT INTERVIEW WITH THE STAFF EMPHASIZING THEIR RESPONSIBILITIES TO REPRESENT THE FOUNDATION IN A PROFESSIONAL MANNER AND THAT ALL THE FOUNDATION PROPERTY THAT WAS IN THEIR USE MUST REMAIN AT THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | ON AN ANNUAL BASIS, THE CEO/COO PERFORM A LANDSCAPE REVIEW OF COMPENSATION FOR KEY MANAGERS AND PERSONNEL OF THE FOUNDATION. THE CEO/COO MAY CONSULT WITH OTHER NON-PROFIT ORGANIZATIONS OF SIMILAR MISSION, STAFF, AND BUDGET SIZE TO INQUIRE ON COMPENSATION LEVELS OF KEY EMPLOYEES. THE CEO/COO PRESENTS THE INFORMATION GATHERED TO THE BOARD CHAIR TO APPROVE EXISTING COMPENSATION RANGES OR, IF WARRANTED, TO APPROVE AN INCREASE FOR EACH LEVEL OF STAFF. TRADITIONALLY, FOR THE CEO'S COMPENSATION, THE BOARD CHAIR, MARY ZIENTS, CONDUCTS A COMPARATIVE ANALYSIS OF COMPENSATION RATES OF OTHER AREA NON-PROFIT EXECUTIVE DIRECTORS AND CEOS. MS. ZIENTS PRESENTS HER FINDINGS TO THE BOARD EXECUTIVE COMMITTEE, AND THEY DETERMINE THE COMPENSATION LEVEL FOR THE CEO BASED UPON JOB RESPONSIBILITIES, PROGRESS TOWARD ORGANIZATIONAL WIDE GOALS, AND MARKET COMPARABLE SALARIES. THE CEO'S COMPENSATION, AS RECOMMENDED BY THE BOARD EXECUTIVE COMMITTEE, IS PRESENTED FOR APPROVAL AT A REGULARLY SCHEDULED BOARD MEETING FOR APPROVAL. THE APPROVED COMPENSATION IS RELAYED TO THE CEO IN WRITING DURING AN ANNUAL PERFORMANCE REVIEW. MS. ZIENTS HAS READY ACCESS TO COMPARABLE SALARY DATA AS SHE HAS SERVED AS A MEMBER OF THE BOARD OF DIRECTORS FOR SEVERAL LOCAL NON-PROFIT ORGANIZATIONS, SERVED AS THE CHAIR OF THE PRESIDENT'S COMMISSION ON WHITE HOUSE FELLOWS, SERVED AS THE CHAIR OF THE FUND RAISING COMMITTEE OF THE NELSON MANDELA CHILDREN'S FUND USA, CO-OPERATED HER OWN FAMILY FOUNDATION, AND IS DEEPLY INVOLVED IN THE PHILANTHROPIC COMMUNITY. THE NEW SALARY OF THE CEO, AS APPROVED BY THE EXECUTIVE COMMITTEE, IS DISCLOSED AND RATIFIED BY THE FULL UA BOARD DURING A REGULARLY SCHEDULED MEETING. IN 2020, DUE TO THE COVID-19 PANDEMIC THE FOUNDATION AWARDED 3% RAISES TO ALL STAFF UNLESS THEY WERE A NEW HIRE OR RECENTLY PROMOTED. THE RAISES WENT INTO EFFECT NOVEMBER 30, 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT PUBLICLY POST GOVERNING DOCUMENTS OR THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS INCORPORATED INTO THE EMPLOYEE MANUAL WHICH IS POSTED INTERNALLY ON THE FOUNDATION'S SHARED NETWORK DRIVE. AS PART OF THE GRANT WRITING PROCESS, POTENTIAL FUNDERS MAY REQUEST ADDITIONAL INFORMATION FROM THE FOUNDATION. AFTER APPROVAL OF THE CEO, THE FOUNDATION PROVIDES REQUESTED DOCUMENTATION SUCH AS AN IRS DETERMINATION LETTER, AUDITED FINANCIAL STATEMENTS, FEDERAL FORMS 990, ETC. TO A REQUESTING FUNDER. THE FOUNDATION POSTS ITS LATEST AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 TO ITS WEBSITE. THE FOUNDATION POSTS AN ANNUAL REPORT TO ITS WEBSITE. THIS REPORT INCLUDES CONDENSED INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS. |