2021-11-08T14:31:25-06:00 2020-12-31 990 2020-01-01 520880375 The Urban Institute URBA 2028337200 500 LEnfant Plaza SW Washington DC 20024 Robert M Buchanan VP,Controller & Assistant Treasurer 2021-11-08 Robert M Buchanan 999009999 2020 2022-09-23 18:48:47Z Sarah Rosen Wartell 500 LEnfant Plaza SW Washington DC 20024 129292739 false X www.urban.org X 1968 DE 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. 32 31 629 83 0 1670 121031727 108790942 0 5543677 5263215 122250 135539 126697654 114189696 2615844 729705 0 63240028 69817921 0 3010825 33431755 34313908 99287627 104861534 27410027 9328162 215267854 249893883 24605573 36970237 190662281 212923646 X 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. Their objective research helps expand opportunities for all, reduce hardship among the most vulnerable, and strengthen the effectiveness of the public sector. false false 17664551 327775 SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE HEALTH POLICY CENTER EXAMINES HEALTH CARE COVERAGE, COSTS, ACCESS, QUALITY, AND OUTCOMES TO GUIDE FEDERAL AND STATE HEALTH POLICY. WE OUTLINE THE TRADE-OFFS OF PROPOSALS TO EXPAND COVERAGE, CONTROL HEALTH CARE COSTS, AND REFORM THE LONG-TERM CARE SYSTEM, ASSESSING THE EFFECTS OF DIFFERENT POLICY CHOICES AND ECONOMIC SCENARIOS. WE STUDY DISPARITIES IN ACCESS TO CARE-BY RACE AND ETHNICITY AND SOCIOECONOMIC STATUS, ACROSS STATES, AND BETWEEN PUBLIC AND PRIVATE INSURANCE-IDENTIFYING WHERE GAPS EXIST AND HOW TO CLOSE THEM. WE STUDY REFORMS IN PAYMENT AND HEALTH CARE DELIVERY SYSTEMS, SHAPING AND ASSESSING EFFECTS. AND WE DOCUMENT TRENDS IN QUALITY OF CARE AND IN HEALTH OUTCOMES. 11997925 779550 SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE METROPOLITAN HOUSING AND COMMUNITIES POLICY CENTER UNDERSTANDS HOW PLACE MATTERS IN PEOPLE'S LIVES. FOCUSING ON HOUSING DEVELOPMENTS, NEIGHBORHOODS, CITIES, AND SUBURBS, WE INVESTIGATE THE FACTORS SHAPING 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. AND WE ASSESS THE EFFECT OF BROAD DEMOGRAPHIC SHIFTS AT THE LOCAL LEVEL, SEEKING TO UNDERSTAND HOW CITIES CAN MEET THE NEEDS OF NEW RESIDENTS WHILE PROTECTING THEIR MOST VULNERABLE POPULATIONS. 11741275 143787 SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS AT THE CENTER ON LABOR, HUMAN SERVICES, AND POPULATION, WE STUDY HOW THE WELL-BEING OF FAMILIES AND INDIVIDUALS IS SHAPED BY ECONOMIC AND DEMOGRAPHIC TRENDS, AND HOW POLICIES AND PROGRAMS CAN IMPROVE ECONOMIC SECURITY, HUMAN CAPITAL, FAMILY STABILITY, AND CHILD WELL-BEING MUCH OF OUR WORK FOCUSES ON FAMILIES BECAUSE THEY SERVE AS THE PRIMARY INVESTORS IN THE NEXT GENERATION AND AS A SAFETY NET FOR THEIR MEMBERS UNDERSTANDING HOW FAMILIES ARE FARING IN THE FACE OF ECONOMIC PRESSURES AND DEMOGRAPHIC CHANGE IS ESSENTIAL FOR POLICYMAKERS AND PRACTITIONERS WHO OVERSEE SOCIAL SERVICES AND PROGRAMS. 43347929 2542737 135539 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 INTERNATIONAL DEVELOPMENT AND GOVERNANCE CENTER STATISTICAL METHODS GROUP TECHNOLOGY AND DATA SCIENCE 43347929 2542737 135539 84751680 true true false false false false false false true true true false false true true true false false true true false false false false false false true false true false false false false false false false false true false false false false true true true true false true 258 0 true 629 true true true false false false false false false false false false false false X 32 31 false false false false false false false true true false false true true true true true true true true false CA CT FL GA AL HI IL KS KY MD MA MN MS MO NH NJ NM NY NC OK OR PA AZ RI SC TN UT VA AR WV WI X X X Robert Buchanan 2028337200 500 LEnfant Plaza SW Washington DC 20024 SARAH ROSEN WARTELL PRESIDENT 40.0 X X 662459 0 28428 ANNETTE L NAZARETH VICE CHAIR 2.0 X 0 0 0 ANTHONY A WILLIAMS 2.0 X 0 0 0 ANTONIA HERNANDEZ 2.0 X 0 0 0 ARMANDO CODINA 2.0 X 0 0 0 ARTHUR I SEGEL 2.0 X 0 0 0 ASHLEY SWEARENGIN 2.0 X 0 0 0 BRIAN KREITER 2.0 X 0 0 0 CATHERINE P BESSANT 2.0 X 0 0 0 CHARLES H RAMSEY 2.0 X 0 0 0 DAVID AUTOR 2.0 X 0 0 0 DAVID THOMAS 2.0 X 0 0 0 DIANA FARRELL 2.0 X 0 0 0 DONALD A BAER 2.0 X 0 0 0 EDUARDO PADRON 2.0 X 0 0 0 ERSKINE BOWLES 2.0 X 0 0 0 HENRY CISNEROS 2.0 X 0 0 0 J ADAM ABRAM 2.0 X 0 0 0 JAMIE S GORELICK CHAIR 2.0 X 0 0 0 JAY CARNEY 2.0 X 0 0 0 JOHN WALLIS ROWE 2.0 X 0 0 0 JRON TERWILLIGER 2.0 X 0 0 0 KARAN BHATIA 2.0 X 0 0 0 KENNETH BACON 2.0 X 0 0 0 MARGARET A HAMBURG 2.0 X 0 0 0 MARNE L LEVINE 2.0 X 0 0 0 MARTA TIENDA 2.0 X 0 0 0 MARY J MILLER 2.0 X 0 0 0 MICHAEL A NUTTER 2.0 X 0 0 0 MITCHELL E DANIELS JR 2.0 X 0 0 0 N GREGORY MANKIW VICE CHAIR 2.0 X 0 0 0 SHAUN DONOVAN 2.0 X 0 0 0 STACY BROWN-PHILPOT 2.0 X 0 0 0 W MATTHEW KELLY 2.0 X 0 0 0 WILLIAM E HASLAM 2.0 X 0 0 0 LIZA GETSINGER CHIEF OF STAFF & DIRECTOR OF PROGRAM PLANNING 40.0 X 169821 0 35277 NANI COLORETTI SENIOR VICE PRESIDENT, FINANCIAL & BUSINESS STRATEGY & TREASURER 40.0 X 322891 0 55292 ROBERT BUCHANAN VICE PRESIDENT, CONTROLLER & ASSISTANT TREASURER 40.0 X 228032 0 26104 GENEVIEVE KENNEY VICE PRESIDENT, HEALTH POLICY 40.0 X 312894 0 48518 JOHN HOLAHAN INSTITUTE FELLOW 40.0 X 304698 0 52697 MARGERY TURNER INSTITUTE FELLOW 40.0 X 352756 0 51107 NANCY LA VIGNE VICE PRESIDENT, JUSTICE POLICY 40.0 X 352632 0 32794 STEPHEN ZUCKERMAN VICE PRESIDENT, HEALTH POLICY 40.0 X 306702 0 51554 BRIDGET LOWELL VICE PRESIDENT, COMMUNICATIONS & OUTREACH & CHIEF COMMUNICATIONS OFFICER 40.0 X 278833 0 25732 KHULOUD ODEH VICE PRESIDENT, TECHNOLOGY & DATA SCIENCE & CHIEF INFORMATION OFFICER 40.0 X 266767 0 49580 MONICA WOODS VICE PRESIDENT, HUMAN RESOURCES & CHIEF ADMINISTRATIVE OFFICER 40.0 X 106224 0 6846 3664709 0 463929 218 true true false JBG SMITH 4747 BETHESDA AVE SUITE 200 BETHESDA MD 20814 RENT 7785313 HEALTHTECH SOLUTIONS LLC 2030 Hoover Boulevard FRANKFORT KY 40601 SUBCONTRACT/CONSULTING 2285401 BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVE NW WASHINGTON DC 20036 SUBCONTRACT/CONSULTING 1057000 IPSOS PUBLIC AFFAIRS LLC 301 Merritt 7 Norwalk CT 06851 SUBCONTRACT/CONSULTING 939193 JAMES G DAVIS CONSTRUCTION CORPORATION 12530 PARKLAWN DR 100 ROCKVILLE MD 20852 CONSTRUCTION 923956 50 0 0 0 0 38741672 70049270 112049 108790942 0 0 0 0 0 960479 960479 90810 90810 0 0 19405779 15103043 4302736 0 4302736 4302736 1310 1310 1310 MISCELLANEOUS 900099 43419 43419 0 0 0 0 43419 114189696 135539 0 5263215 X 729705 729705 1562279 40002 1494135 28142 50451302 41182506 7435482 1833314 4305880 3508953 638477 158450 9724762 7924696 1443538 356528 3773698 3014544 622159 136995 109704 109704 125101 125101 832384 832384 19150979 17389586 1726365 35028 902612 761109 115712 25791 1707141 1191158 472621 43362 6810466 5468533 1103756 238177 278017 263609 12089 2319 85271 61300 22182 1789 2696767 2209775 400728 86264 296647 238282 49108 9257 Recruiting, interview, and survey incentives 565738 238102 323401 4235 Miscellaneous business expenses 157247 72325 75592 9330 595834 457495 96495 41844 104861534 84751680 17099029 3010825 8271 4178 26713569 35988961 34216378 32490961 28970984 24572797 0 0 0 0 1154359 2185951 36914773 18513135 3428639 18401638 84482393 93024789 36293261 43224608 0 0 0 215267854 249893883 9320218 10094113 10484501 5644963 0 0 4800854 21231161 24605573 36970237 X 128799847 139991739 61862434 72931907 190662281 212923646 215267854 249893883 9328162 12933181 0 X false true X true true true X 88195445 82306969 84759955 121031711 108790942 485085022 270301 41765 25574 66100 1310 405050 0 0 0 88465746 82348734 84785529 121097811 108792252 485490072 911678 262500 313500 308656 0 1796334 0 0 0 0 0 0 911678 262500 313500 308656 0 1796334 483693738 1393892 1389800 1537620 2436019 1209958 7967289 0 1393892 1389800 1537620 2436019 1209958 7967289 0 10936 23144 20965 56150 43419 154614 89870574 83761678 86344114 123589980 110045629 493611975 0.9799 0.9720 0.02 0.0177 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - ADJUSTMENT TO UNCOLLECTIBLE ALLOWANCE & OTHER MISCELLANEOUS, COLUMN A - 10936.0, COLUMN B - 23144.0, COLUMN C - 20965.0, COLUMN D - 56150.0, COLUMN E - 43419.0, COLUMN F - 154614.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122957043 19060 24226068 3204438 832384 143165349 119233833 -5338 9273193 4383699 1160946 122957043 126124224 48684 -745916 5247784 945375 119233833 116199528 29823 15816908 5101645 820390 126124224 115193355 510078 6567969 5424291 647583 116199528 0.95 0.02 0.03 false false 20586407 6999881 13586526 11431587 7545545 3886042 4896779 3967709 929070 18401638 ALTERNATIVE INVESTMENT 43224608 F 43224608 DEFERRED RENT 21231161 21231161 X 126290493 12933181 0 12933181 113357312 832384 0 832384 114189696 104029153 0 0 104029153 832384 0 832384 104861537 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, 2017 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. South Asia 0 1 Program Services PUBLIC POLICY RESEARCH 5389 North America (Canada & Mexico only) 0 1 Program Services PUBLIC POLICY RESEARCH 2041 Middle East and North Africa 0 1 Program Services PUBLIC POLICY RESEARCH 4212 Sub-Saharan Africa 0 3 Program Services PUBLIC POLICY RESEARCH 44235 Russia and Neighboring States 0 1 Program Services PUBLIC POLICY RESEARCH 17277 0 7 0 0 0 7 73154 0 73154 false false false false false false 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 true A Better Balance 40 Worth Street New York NY 100132904 203664771 501(C)(3) 47435 Grant sub-award American Probation and Parole Association 1776 Avenue of the States Lexington KY 405118536 561150454 501(C)(3) 21493 Grant sub-award Arizona State University PO Box 873702 Temple AZ 852873702 860196696 501(C)(3) 38461 Grant sub-award Association of State Correctional Administrators (CLA) PO Box 102 Iona ID 834270102 133462632 501(C)(3) 8536 Grant sub-award Bread for the City 1525 7th Street NW Washington DC 20001 521138207 501(C)(3) 32000 Grant sub-award Bright Beginnings Incorporated 3418 4th Street SE Washington DC 20032 521697917 501(C)(3) 30000 Grant sub-award Britepaths 3959 Pender Drive Fairfax VA 22030 521596259 501(C)(3) 10000 Grant sub-award Brookings Institution 1775 Massachusetts Ave NW Washington DC 20036 530196577 501(C)(3) 750000 Grant sub-award Center for Effective Public Policy 10605 Concord Street Kensington MD 20895 232188609 501(C)(3) 30725 Grant sub-award Child Trends Inc 7315 Wisconsin Avenue Bethesda MD 208143666 132982969 501(C)(3) 24591 Grant sub-award City of Long Beach Department of Health and Human Services 2525 Grand Avenue Long Beach CA 90815 956000733 501(C)(3) 45000 Grant sub-award City of Minneapolis 350 South 5th Street Minneapolis MN 55415 416005375 501(C)(3) 10092 Grant sub-award Colorado Department of Corrections 1250 Academy Park Loop Colorado Springs CO 80910 840644739 501(C)(3) 50000 Grant sub-award Colorado Seminary (Univ of Denver) 2199 S University Blvd P OBox 911811 Denver CO 802911811 840404231 501(C)(3) 50000 Grant sub-award Community Catalyst Inc One Federal Street Boston MA 02110 043355127 501(C)(3) 39510 Grant sub-award Community Empowerment Association 7120 Kelly Street Pittsburg PA 15208 251760121 501(C)(3) 68000 Grant sub-award Community information Now 7411 John Smith Dr Sant Antonio TX 78229 815286030 501(C)(3) 100000 Grant sub-award Community of Hope Inc 4 Atlantic ST SW Washington DC 200322350 521184749 501(C)(3) 30000 Grant sub-award Community Resources for Justice 500 Harrison Ave Boston MA 021182439 043461434 501(C)(3) 35829 Grant sub-award Community Works West 110 Broadway Oakland CA 946073716 205278030 501(C)(3) 60859 Grant sub-award County of Summit Division of Public Safety 175 South Main Street Akron OH 44308 346002767 20000 Grant sub-award Credit Builders Alliance 1701 K Street NW Washington DC 200061503 208351782 501(C)(3) 15000 Grant sub-award Curators of the University of Missouri 118 University Hall Columbia MO 652113020 266440629 501(C)(3) 89996 Grant sub-award Dartmouth-Hitchcock Clinic One Medical Center Drive Lebanon NH 037561000 222519596 501(C)(3) 34874 Grant sub-award Delaware Department of Correction 245 McKee Rd Dover DE 19904 516000279 501(C)(3) 50000 Grant sub-award Federation of Appalachian Housing Enterprises Inc 319 Oak St Berea KY 404031424 310986871 501(C)(3) 126312 Grant sub-award Friendship Place 4713 Wisconsin Ave NW Washington DC 200164609 521925494 501(C)(3) 10000 Grant sub-award Fund for the City of New York 121 Avenue of the Americas New York NY 10013 132612524 501(C)(3) 12162 Grant sub-award Georgetown University 37th and O Streets NW Washington DC 20057 530196603 501(C)(3) 175000 Grant sub-award Georgia Tech Applied Research Corporation 926 Dalney St NW Atlanta GA 303320415 582374837 501(C)(3) 6974 Grant sub-award Homeownership Council of America 1611 E 4th ST Santa Ana CA 927015136 870798977 501(C)(3) 78636 Grant sub-award Independent Sector 1602 L ST NW Washington DC 200365682 521081024 501(C)(3) 50726 Grant sub-award International Association of Forensic Nurses 6755 Business Parway Elkridge MD 210756740 582088040 501(C)(6) 6840 Grant sub-award Iowa Department of Corrections 510 East 12th Street Des Moines IA 50319 426004571 24997 Grant sub-award Iowa Department of Human Rights 321 E 12TH ST Des Moines IA 50319 420919127 49781 Grant sub-award Johns Hopkins University 3910 KESWICK ROAD Baltimore MD 212112226 520591627 501(C)(3) 103206 Grant sub-award Jubilee Housing Inc 1631 Euclid Street NW Washington DC 20009 520986261 501(C)(3) 30000 Grant sub-award Maine Pretrial Services Inc 175 LANCASTER STREET Portland ME 041012400 010461120 501(C)(3) 7550 Grant sub-award N Street Village 1333 N Street NW Washington DC 20005 521007373 501(c)(3) 32000 Grant sub-award National Association for Public Defense PO Box 211 Frankfort KY 406020211 464056944 501(c)(6) 28786 Grant sub-award National Center for State Courts 300 Newport Avenue Williamsburg VA 231854147 520914250 501(C)(3) 127324 Grant sub-award National Center for Victims of Crime 3434 Washington Blvd Arlington VA 22201 300022798 501(C)(3) 99767 Grant sub-award NRF Foundation 1101 NEW YORK AVE NW Washington DC 200054348 521224690 501(C)(3) 20000 Grant sub-award Poverty and Race Research Action Council 740 15TH ST NW Washington DC 200051033 521705073 501(C)(3) 17000 Grant sub-award Prevention Institute 221 Oak Street Oakland CA 946074595 943282858 501(C)(3) 99500 Grant sub-award Regional Data Cooperating for Greater New Haven 129 CHURCH STREET New Haven CT 065102026 061567201 501(C)(3) 56771 Grant sub-award Richmond City Health District 400 East Cary Street Richmond VA 23219 546001775 47157 Grant sub-award Sasha Bruce Youthwork 741 8Th Street SE Washington DC 200032802 521006486 501(C)(3) 57248 Grant sub-award Social Science Research Council (Measure of America) 1 Pierrepont Plaza W Brooklyn NY 112012790 131325070 501(C)(3) 25000 Grant sub-award Texas Southern University 100 CLEBURNE ST HANNAH HALL 201 Houston TX 770044501 741620415 501(C)(3) 130955 Grant sub-award The Aspen Institute 2300 North Street NW Washington DC 20037 840399006 501(C)(3) 67848 Grant sub-award The Data Center of Southeast Louisiana 1515 Poydras Street New Orleans LA 70112 721400841 501(C)(3) 134528 Grant sub-award The University of Central Florida Board of Trustees 12424 Research Parkway Orlando FL 32826 592924021 501(C)(3) 171896 Grant sub-award The University of Vermont 85 S Prospect Street PO BOX 1389 Willston VT 054951389 030179440 501(C)(3) 90000 Grant sub-award University of California Hastings College of Law 200 McAlliser St San Francisco CA 94102 237135898 501(C)(3) 42269 Grant sub-award University of Delaware 413 ACADEMY STREET Newark DE 197165304 516000297 501(C)(3) 90000 Grant sub-award University of New Orleans 2000 Lakeshote Drive New Orleans LA 70148 720702000 501(C)(3) 187287 Grant sub-award Virginia Department of Health 109 Governor Street Richmond VA 23219 546001775 105280 Grant sub-award Working Credit 111 W Washington Street Chicago IL 606022770 472614811 501(C)(3) 22270 Grant sub-award Yaay Me Inc 316 34th Street NE Washington DC 20019 264793282 501(C)(3) 30000 Grant sub-award 58 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Urban issues several different grant agreement types based on varying factors to include the nature of the work to be carried out by the grantee, amount and/or proposed costs, and period of performance. Regardless of grant type, all grantees are required to submit a program description and corresponding budget, which are evaluated by Urban before grant execution to ensure the goals of the program are appropriate and costs are necessary, reasonable, allowable, and allocable. During implementation, monitoring procedures vary depending on the agreement type issued, as grantees may be required to submit regular progress reports, financial reports, or demonstrate that they have met various milestones and/or submitted deliverables. The project director is responsible for regularly monitoring to ensure there is satisfactory progress and adherence to the terms and conditions outlined in the individual grant agreement. For cost reimbursement agreements, financial reports are reviewed to ensure expenditures are in accordance with approved line-item budgets and other related terms included in the agreement. Once the project director determines that recipients have satisfactorily met all required conditions, approval is documented and information forwarded to accounts payable for further review, approval, and payment as appropriate. At the close of the grant, the grantee will submit all final materials, and the project director will review, and confirm acceptance, and Urban will proceed to formally closeout the grant. X X X X true false false false false false false false false SARAH ROSEN WARTELL PRESIDENT 662459 0 0 0 0 0 27110 0 1318 0 690887 0 0 0 NANI COLORETTI SENIOR VICE PRESIDENT, FINANCIAL & BUSINESS STRATEGY & TREASURER 322891 0 0 0 0 0 27110 0 28182 0 378183 0 0 0 ROBERT BUCHANAN VICE PRESIDENT, CONTROLLER & ASSISTANT TREASURER 228032 0 0 0 0 0 20094 0 6010 0 254136 0 0 0 LIZA GETSINGER CHIEF OF STAFF & DIRECTOR OF PROGRAM PLANNING 169821 0 0 0 0 0 15302 0 19975 0 205098 0 0 0 MARGERY TURNER INSTITUTE FELLOW 352756 0 0 0 0 0 27110 0 23997 0 403863 0 0 0 NANCY LA VIGNE VICE PRESIDENT, JUSTICE POLICY 223910 0 0 0 128722 0 15386 0 17408 0 385426 0 0 0 GENEVIEVE KENNEY VICE PRESIDENT, HEALTH POLICY 312894 0 0 0 0 0 27110 0 21408 0 361412 0 0 0 STEPHEN ZUCKERMAN VICE PRESIDENT, HEALTH POLICY 306702 0 0 0 0 0 27110 0 24444 0 358256 0 0 0 JOHN HOLAHAN INSTITUTE FELLOW 304698 0 0 0 0 0 27110 0 25587 0 357395 0 0 0 KHULOUD ODEH VICE PRESIDENT, TECHNOLOGY & DATA SCIENCE & CHIEF INFORMATION OFFICER 266767 0 0 0 0 0 25673 0 23907 0 316347 0 0 0 BRIDGET LOWELL VICE PRESIDENT, COMMUNICATIONS & OUTREACH & CHIEF COMMUNICATIONS OFFICER 278833 0 0 0 0 0 24740 0 992 0 304565 0 0 0 MONICA WOODS VICE PRESIDENT, HUMAN RESOURCES & CHIEF ADMINISTRATIVE OFFICER 106224 0 0 0 0 0 5454 0 1392 0 113070 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment NANCY LA VIGNE RECEIVED A SEVERANCE PAYMENT OF $128,722. THE PAYMENT WAS MADE ON THE DATE OF THE EMPLOYEE'S TERMINATION. X 2 15514 Cost 0 false false true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES ARE TRANSFERRED TO THE URBAN INSTITUTE'S FINANCIAL INSTITUTION. UPON LIQUIDATION OF THE SECURITIES THE NET PROCEEDS ARE THEN TRANSFERRED TO THE URBAN INSTITUTE'S GENERAL CHECKING ACCOUNT. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF SEPARATE CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES RECEIVED DURING THE YEAR. Form 990, Part III, Line 4d Description of other program services (Expenses $ 43,347,929 including grants of $ 2,542,737)(Revenue $ 135,539) 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 INTERNATIONAL DEVELOPMENT AND GOVERNANCE 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 SENIOR VICE PRESIDENT FOR FINANCIAL AND BUSINESS STRATEGY AND THE CONTROLLER. EACH PERFORMS AN INDEPENDENT REVIEW OF THE DRAFT. CHANGES ARE INCORPORATED INTO A SECOND DRAFT, WHICH IS PROVIDED TO THE PRESIDENT AND CHIEF COMMUNICATIONS OFFICER 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 THE INSTITUTE MAKES AVAILABLE AN ORIENTATION PROGRAM AND TRUSTEE HANDBOOK TO NEW TRUSTEES TO FAMILIARIZE THEM WITH INSTITUTE POLICIES. ON AN ANNUAL BASIS, TRUSTEES AND OFFICERS COMPLETE A CONFLICT OF INTEREST STATEMENT DESIGNED TO IDENTIFY AND GUARD AGAINST POTENTIAL CONFLICTS OF INTEREST. THE STATEMENTS ARE REVIEWED BY THE CORPORATE SECRETARY AND TAKEN INTO CONSIDERATION IN THE CONDUCT OF THE INSTITUTE'S BUSINESS. 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 Expenses - Total Expense: 5006061, Program Service Expense: 3633445, Management and General Expenses: 1372616, Fundraising Expenses: ; Subcontractors - Total Expense: 12042032, Program Service Expense: 12042032, Management and General Expenses: , Fundraising Expenses: ; Consultant fees and expenses - Total Expense: 1869576, Program Service Expense: 1661468, Management and General Expenses: 175144, Fundraising Expenses: 32964; Purchase order contracts - Total Expense: 55174, Program Service Expense: 48483, Management and General Expenses: 6349, Fundraising Expenses: 342; Temporary help - Total Expense: 178136, Program Service Expense: 4158, Management and General Expenses: 172256, Fundraising Expenses: 1722; - 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: ; THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST 500 LENFANT PLAZA SW WASHINGTON DC 20024 526674346 PROVIDE BENEFITS TO INSTITUTE EMPLOYEES DC 501(c)(9) THE URBAN INSTITUTE true false false false false false false false false false false false false false false false false false true false THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST R 3725371 CASH AMOUNT