URBAN INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- URBAN INSTITUTE (EIN 52-0880375)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349313806
- Schema version
- 2016v3.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T20:00:10-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2100 M Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert M Buchanan | PersonNm |
| Person Title | VP,Controller & Assistant Treasurer | PersonTitleTxt |
| Signature | 2017-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | 2100 M Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $101,514,949 | 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 nearly 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 594 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $91,456,948 | PYContributionsGrantsAmt |
| CY Contributions Grants | $88,195,445 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,614,607 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,977,418 | CYInvestmentIncomeAmt |
| PY Other Revenue | $629,459 | PYOtherRevenueAmt |
| CY Other Revenue | $260,776 | CYOtherRevenueAmt |
| PY Total Revenue | $107,701,014 | PYTotalRevenueAmt |
| CY Total Revenue | $91,433,639 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $913,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $601,768 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,031,912 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,544,605 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $742,596 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,910,554 | PYOtherExpensesAmt |
| CY Other Expenses | $33,510,093 | CYOtherExpensesAmt |
| PY Total Expenses | $87,855,636 | PYTotalExpensesAmt |
| CY Total Expenses | $86,656,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,845,378 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,777,173 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $165,064,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,485,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,215,582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,324,611 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $141,848,849 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $151,161,264 | 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 nearly 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,615,337 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,640,650 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,292,633 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE INCOME AND BENEFIT CENTER GIVES DECISIONMAKERS CRUCIAL INFORMATION BY PREDICTING HOW POLICY CHANGES WILL AFFECT PEOPLE, PROGRAMS, AND GOVERNMENT. AS TECHNOLOGICAL AND DEMOGRAPHIC SHIFTS TRANSFORM THE NATURE OF JOBS, OUR EXPERTS ON POSTSECONDARY EDUCATION AND WORKFORCE DEVELOPMENT STUDY WHAT SKILLS WORKERS WILL NEED IN THE FUTURE AND WHAT CHALLENGES LIE AHEAD FOR RETIRING BABY BOOMERS. AND OUR RESEARCH ON HOW THE SOCIAL SAFETY NET ENCOURAGES WORK AND ALLEVIATES POVERTY HELPS POLICYMAKERS DETERMINE THE BEST USE OF SCARCE RESOURCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,032,449 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $260,776 | RevenueAmt |
| Desc | CENTER ON NONPROFITS AND PHILANTHROPY EXECUTIVE OFFICE RESEARCH HOUSING FINANCE POLICY CENTER INTERNATIONAL DEVELOPMENT AND GOVERNANCE CENTER JUSTICE POLICY CENTER LABOR, HUMAN SERVICES, AND POPULATION POLICY ADVISORY GROUP STATISTICAL METHODS GROUP TAX POLICY CENTER | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $32,032,449 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $260,776 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $67,581,069 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 227 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 594 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | 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 | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| 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 | 2100 M Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SARAH ROSEN WARTELL | |||||||
| PRESIDENT | 40.0 | Yes (X) | Yes (X) | $480,123 | $0 | $25,538 | |
| JAMIE S GORELICK | |||||||
| CHAIR | 5.0 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY TRAVIS | |||||||
| VICE CHAIR | 2.0 | Yes (X) | $10,000 | $0 | $0 | ||
| FREEMAN A HRABOWSKI III | |||||||
| VICE CHAIR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| J ADAM ABRAM | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID AUTOR | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD A BAER | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| AFSANEH BESCHLOSS | |||||||
| 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 | |||
| MITCHELL E DANIELS JR | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DIANA FARRELL | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| FERNANDO GUERRA | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET A HAMBURG | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRENCE P LAUGHLIN | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MARNE L LEVINE | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE A LUDWIG | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| N GREGORY MANKIW | |||||||
| 2.0 | Yes (X) | $10,000 | $0 | $0 | |||
| MARY J MILLER | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE L NAZARETH | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DEVAL PATRICK | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA RALES | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES H RAMSEY | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WALLIS ROWE | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| J RON TERWILLIGER | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY A WILLIAMS | |||||||
| 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ROGERS | |||||||
| EXECUTIVE VICE PRESIDENT, TREASURER, AND CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $328,985 | $0 | $50,863 | ||
| MARGERY TURNER | |||||||
| SENIOR VICE PRESIDENT FOR PROGRAM PLANNING AND MANAGEMENT | 40.0 | Yes (X) | $319,556 | $0 | $45,457 | ||
| KHULOUD ODEH | |||||||
| VICE PRESIDENT FOR INFORMATION TECHNOLOGY AND CHIEF INFORMATION OFFICER | 40.0 | Yes (X) | $184,032 | $0 | $41,933 | ||
| BRIDGET LOWELL | |||||||
| VICE PRESIDENT FOR STRATEGIC COMMUNICATIONS AND OUTREACH | 40.0 | Yes (X) | $230,436 | $0 | $20,572 | ||
| SHARON CARNEY | |||||||
| CHIEF OF STAFF AND CORPORATE SECRETARY | 40.0 | Yes (X) | $48,507 | $0 | $4,517 | ||
| ROBERT BUCHANAN | |||||||
| VICE PRESIDENT, CONTROLLER AND ASSISTANT TREASURER | 40.0 | Yes (X) | $192,060 | $0 | $25,415 | ||
| CARRIE KOLASKY | |||||||
| VICE PRESIDENT FOR DEVELOPMENT | 40.0 | Yes (X) | $214,443 | $0 | $53,547 | ||
| PIER DUNCAN | |||||||
| CHIEF OF STAFF AND CORPORATE SECRETARY | 40.0 | Yes (X) | $53,724 | $0 | $4,673 | ||
| MONICA WOODS | |||||||
| VICE PRESIDENT FOR HUMAN RESOURCES | 40.0 | Yes (X) | $75,715 | $0 | $1,348 | ||
| DEBORAH HOOVER | |||||||
| VP OF ADMINISTRATION & CHIEF HR OFFICER | 40.0 | Yes (X) | $111,968 | $0 | $2,065 | ||
| JOHN HOLAHAN | |||||||
| INSTITUTE FELLOW | 40.0 | $277,873 | $0 | $50,241 | Yes (X) | ||
| GENEVIEVE KENNEY | |||||||
| CO-DIRECTOR, HEALTH POLICY CENTER | 40.0 | $253,349 | $0 | $46,196 | Yes (X) | ||
| STEPHEN ZUCKERMAN | |||||||
| CO-DIRECTOR, HEALTH POLICY CENTER | 40.0 | $253,222 | $0 | $47,823 | Yes (X) | ||
| LEONARD BURMAN | |||||||
| DIRECTOR, TAX POLICY CENTER | 40.0 | $247,795 | $0 | $44,706 | Yes (X) | ||
| SHARON LONG | |||||||
| SENIOR FELLOW | 40.0 | $244,531 | $0 | $23,147 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,536,319 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $488,041 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 149 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHTECH SOLUTIONS LLC | |||||
| 46 MILL CREEK PARK | FRANKFORT | KY | 40601 | SUBCONTRACT/CONSULTING | $1,689,120 |
| AMERICAN INSTITUTES FOR RESEARCH | |||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | SUBCONTRACT/CONSULTING | $1,636,416 |
| HEALTH MANAGEMENT ASSOCIATES | |||||
| 2000 M St NW Suite 700 | WASHINGTON | DC | 20036 | SUBCONTRACT/CONSULTING | $1,558,556 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||
| PO BOX 402420 | ATLANTA | GA | 30384 | SUBCONTRACT/CONSULTING | $762,474 |
| RESEARCH TRIANGLE INSTITUTE | |||||
| 6110 EXECUTIVE BLVD 902 | ROCKVILLE | MD | 20852 | SUBCONTRACT/CONSULTING | $575,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $39,968,566 | GovernmentGrantsAmt |
| All Other Contributions | $48,226,879 | AllOtherContributionsAmt |
| Noncash Contributions | $70,212 | NoncashContributionsAmt |
| Total Contributions | $88,195,445 | 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 | $1,393,892 | TotalRevenueColumnAmt |
| Exclusion | $1,393,892 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,526 | 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 | $11,644,375 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,060,849 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,583,526 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,583,526 | TotalRevenueColumnAmt |
| Exclusion | $1,583,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,850 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,461 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,612 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$16,612 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ONLINE 990 E-FILING | 518210 | $193,481 | $193,481 |
| NCCS DATA ACCESS | 518210 | $57,445 | $57,445 |
| MISCELLANEOUS | 900099 | $10,936 | $10,936 |
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 | $261,862 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,433,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $260,776 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,977,418 | 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 | $601,768 | TotalAmt |
| Program Services | $601,768 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,527,887 | TotalAmt |
| Program Services | $882,076 | ProgramServicesAmt |
| Management And General | $1,511,864 | ManagementAndGeneralAmt |
| Fundraising | $133,947 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,029,986 | TotalAmt |
| Program Services | $31,800,424 | ProgramServicesAmt |
| Management And General | $4,872,288 | ManagementAndGeneralAmt |
| Fundraising | $357,274 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,162,138 | TotalAmt |
| Program Services | $2,692,968 | ProgramServicesAmt |
| Management And General | $440,479 | ManagementAndGeneralAmt |
| Fundraising | $28,691 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,963,703 | TotalAmt |
| Program Services | $5,945,765 | ProgramServicesAmt |
| Management And General | $953,492 | ManagementAndGeneralAmt |
| Fundraising | $64,446 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,860,891 | TotalAmt |
| Program Services | $2,376,787 | ProgramServicesAmt |
| Management And General | $450,397 | ManagementAndGeneralAmt |
| Fundraising | $33,707 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,579 | TotalAmt |
| Program Services | $971 | ProgramServicesAmt |
| Management And General | $308,608 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,322 | TotalAmt |
| Management And General | $107,322 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,583 | TotalAmt |
| Management And General | $647,583 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,945,998 | TotalAmt |
| Program Services | $16,655,382 | ProgramServicesAmt |
| Management And General | $1,274,058 | ManagementAndGeneralAmt |
| Fundraising | $16,558 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,321 | TotalAmt |
| Program Services | $656,849 | ProgramServicesAmt |
| Management And General | $126,977 | ManagementAndGeneralAmt |
| Fundraising | $8,495 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,172 | TotalAmt |
| Program Services | $342,620 | ProgramServicesAmt |
| Management And General | $369,782 | ManagementAndGeneralAmt |
| Fundraising | $8,770 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,603,374 | TotalAmt |
| Program Services | $2,301,844 | ProgramServicesAmt |
| Management And General | $5,282,308 | ManagementAndGeneralAmt |
| Fundraising | $19,222 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,594 | TotalAmt |
| Program Services | $1,098,918 | ProgramServicesAmt |
| Management And General | $66,943 | ManagementAndGeneralAmt |
| Fundraising | $16,733 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,430 | TotalAmt |
| Program Services | $550,197 | ProgramServicesAmt |
| Management And General | $222,834 | ManagementAndGeneralAmt |
| Fundraising | $25,399 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,339,122 | TotalAmt |
| Program Services | $1,106,193 | ProgramServicesAmt |
| Management And General | $221,195 | ManagementAndGeneralAmt |
| Fundraising | $11,734 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,259 | TotalAmt |
| Program Services | $195,789 | ProgramServicesAmt |
| Management And General | $39,837 | ManagementAndGeneralAmt |
| Fundraising | $1,633 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Recruiting, interview, and survey incentives | $541,323 | $187,254 | $351,756 | $2,313 |
| Equipment and furniture repair | $174,551 | $129,328 | $43,998 | $1,225 |
| Miscellaneous business expenses | $327,794 | $46,577 | $277,250 | $3,967 |
| Field Office Expenses | $9,360 | $9,360 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,311 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $763,829 | ManagementAndGeneralAmt |
| Fundraising | $8,482 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,656,466 | TotalAmt |
| Program Services | $67,581,070 | ProgramServicesAmt |
| Management And General | $18,332,800 | ManagementAndGeneralAmt |
| Fundraising | $742,596 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,000 | BOYAmt |
| EOY | $55,003 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,881,195 | BOYAmt |
| EOY | $11,599,925 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,852,323 | BOYAmt |
| EOY | $26,269,909 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,382,893 | BOYAmt |
| EOY | $18,926,811 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,392 | BOYAmt |
| EOY | $881,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,450,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,940,911 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,806,518 | BOYAmt |
| EOY | $4,509,202 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,579,347 | BOYAmt |
| EOY | $77,757,552 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,534,892 | BOYAmt |
| EOY | $33,485,682 | 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 | $165,064,431 | BOYAmt |
| EOY | $173,485,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,201,074 | BOYAmt |
| EOY | $7,778,590 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,760,819 | BOYAmt |
| EOY | $12,076,796 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,253,689 | BOYAmt |
| EOY | $2,469,225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,215,582 | BOYAmt |
| EOY | $22,324,611 | EOYAmt |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,692,447 | BOYAmt |
| EOY | $112,950,766 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,746,979 | BOYAmt |
| EOY | $34,769,191 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,409,423 | BOYAmt |
| EOY | $3,441,310 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,848,849 | BOYAmt |
| EOY | $151,161,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,064,431 | BOYAmt |
| EOY | $173,485,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,777,173 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,535,245 | 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 | $81,495,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,209,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,254,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,456,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,195,445 | CurrentTaxYearAmt |
| Total | $424,611,726 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $551,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $553,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $616,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $629,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $270,301 | CurrentTaxYearAmt |
| Total | $2,621,757 | 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 | $82,047,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,763,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,870,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,086,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,465,746 | CurrentTaxYearAmt |
| Total | $427,233,483 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,224,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,960,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,290,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,950,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $911,678 | CurrentTaxYearAmt |
| Total | $20,336,543 | 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 | $4,224,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,960,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,290,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,950,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $911,678 | CurrentTaxYearAmt |
| Total | $20,336,543 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $406,896,940 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,843,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,934,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,286,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,699,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,393,892 | CurrentTaxYearAmt |
| Total | $9,156,788 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,843,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,934,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,286,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,699,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,393,892 | CurrentTaxYearAmt |
| Total | $9,156,788 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,583 | CurrentTaxYearMinus1YearAmt |
| Total | $129,091 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$20,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,936 | CurrentTaxYearAmt |
| Total | $13,192 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,922,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,684,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,224,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,830,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,870,574 | CurrentTaxYearAmt |
| Total | $436,532,554 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9321 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9266 | PublicSupportPY509Pct |
| Investment Income CY | 0.0210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0217 | 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 - 11388.0, COLUMN B - -20999.0, COLUMN C - 11839.0, COLUMN D - 28.0, COLUMN E - 10936.0, COLUMN F - 13192.0; | 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 | $115,193,355 | BeginningYearBalanceAmt |
| Contributions | $510,078 | ContributionsAmt |
| Investment Earnings Or Losses | $5,376,659 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,424,291 | OtherExpendituresAmt |
| Administrative Expenses | $647,583 | AdministrativeExpensesAmt |
| End Year Balance | $115,008,218 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,092,222 | BeginningYearBalanceAmt |
| Contributions | $771,001 | ContributionsAmt |
| Investment Earnings Or Losses | $6,696,413 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,552,738 | OtherExpendituresAmt |
| Administrative Expenses | $813,543 | AdministrativeExpensesAmt |
| End Year Balance | $115,193,355 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,881,785 | BeginningYearBalanceAmt |
| Contributions | $20,998 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,396,123 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,582,861 | OtherExpendituresAmt |
| Administrative Expenses | $831,577 | AdministrativeExpensesAmt |
| End Year Balance | $114,092,222 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,485,352 | BeginningYearBalanceAmt |
| Contributions | $22,201 | ContributionsAmt |
| Investment Earnings Or Losses | $16,366,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,220,486 | OtherExpendituresAmt |
| Administrative Expenses | $772,109 | AdministrativeExpensesAmt |
| End Year Balance | $123,881,785 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,132,435 | BeginningYearBalanceAmt |
| Contributions | $20,850 | ContributionsAmt |
| Investment Earnings Or Losses | $14,258,078 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $339,694 | OtherExpendituresAmt |
| Administrative Expenses | $586,317 | AdministrativeExpensesAmt |
| End Year Balance | $110,485,352 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02 | 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 | $5,240,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,218,007 | DepreciationAmt |
| Book Value | $1,022,680 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,503,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,509,345 | DepreciationAmt |
| Book Value | $994,245 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,705,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,213,559 | DepreciationAmt |
| Book Value | $2,492,277 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,509,202 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT | Desc |
| Book Value | $33,485,682 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $33,485,682 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $2,469,225 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,469,225 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $95,341,761 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,535,244 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $4,535,244 | RevenueNotReportedAmt |
| Revenue Subtotal | $90,806,517 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $647,583 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$20,461 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $627,122 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $91,433,639 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,029,344 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $20,461 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,461 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,008,883 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $647,583 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $647,583 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $86,656,466 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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, 2012 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 D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | COST OF GOODS SOLD: COSTS INCURRED IN THE PRODUCTION AND DISSEMINATION OF RESEARCH PUBLICATIONS - -20461 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | COST OF GOODS SOLD: COSTS INCURRED IN THE PRODUCTION AND DISSEMINATION OF RESEARCH PUBLICATIONS - 20461 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Sub-Saharan Africa | 14 | Program Services | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | $795,135 |
| South Asia | 10 | Program Services | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | $145,583 |
| Middle East and North Africa | Program Services | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | $32,213 | |
| Europe (Including Iceland and Greenland) | 1 | Program Services | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | $30,934 |
| Central America and the Caribbean | 1 | Program Services | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | $283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 26 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Subtotal Spent | $1,004,148 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,004,148 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | NOT APPLICABLE | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| COLORADO DEPT OF HUMAN SERVICES | ||||||
| 1575 SHERMAN ST | DENVER | CO | 80203 | 840644739 | $185,181 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| NC DEPT HEALTH AND HUMAN SERVICES | ||||||
| 325 N SALISBURY ST | RALEIGH | NC | 27603 | 561611588 | $143,733 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| RHODE ISLAND DEPT OF HUMAN SERVICES | ||||||
| 57 HOWARD AVE | CRANSTON | RI | 02920 | 056000522 | $143,132 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| ILLINOIS DEPT OF HUMAN SERVICES | ||||||
| 100 S GRAND AVE EAST | SPRINGFIELD | IL | 62762 | 364163567 | $68,809 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| IDAHO DEPT OF HEALTH AND WELFARE | ||||||
| 450 STATE ST | BOISE | ID | 83702 | 826000952 | $60,913 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Grantees are required to submit annual work plans and corresponding budgets detailing their intended use of grant funds. Materials are reviewed for appropriateness and reasonableness in relation to the stated purpose of the grant. Final budgets are negotiated with grantees and incorporated into grant agreements. Once grants are awarded, the grantees are required to submit financial reports at least quarterly detailing expenditures by approved budget line items. Significant deviations from proposed expenditures, as defined in each grant agreement, must receive prior approval. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (12 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 | $480,123 | $0 | $0 | $0 | $0 | $0 | $25,260 | $0 | $278 | $0 | $505,661 | $0 | $0 | $0 |
| JOHN ROGERS | ||||||||||||||
| EXECUTIVE VICE PRESIDENT, TREASURER, AND CHIEF FINANCIAL OFFICER | $328,985 | $0 | $0 | $0 | $0 | $0 | $25,260 | $0 | $25,603 | $0 | $379,848 | $0 | $0 | $0 |
| MARGERY TURNER | ||||||||||||||
| SENIOR VICE PRESIDENT FOR PROGRAM PLANNING AND MANAGEMENT | $319,556 | $0 | $0 | $0 | $0 | $0 | $25,260 | $0 | $20,197 | $0 | $365,013 | $0 | $0 | $0 |
| KHULOUD ODEH | ||||||||||||||
| VICE PRESIDENT FOR INFORMATION TECHNOLOGY AND CHIEF INFORMATION OFFICER | $184,032 | $0 | $0 | $0 | $0 | $0 | $18,229 | $0 | $23,704 | $0 | $225,965 | $0 | $0 | $0 |
| BRIDGET LOWELL | ||||||||||||||
| VICE PRESIDENT FOR STRATEGIC COMMUNICATIONS AND OUTREACH | $230,436 | $0 | $0 | $0 | $0 | $0 | $20,377 | $0 | $195 | $0 | $251,008 | $0 | $0 | $0 |
| ROBERT BUCHANAN | ||||||||||||||
| VICE PRESIDENT, CONTROLLER AND ASSISTANT TREASURER | $192,060 | $0 | $0 | $0 | $0 | $0 | $17,240 | $0 | $8,175 | $0 | $217,475 | $0 | $0 | $0 |
| CARRIE KOLASKY | ||||||||||||||
| VICE PRESIDENT FOR DEVELOPMENT | $214,443 | $0 | $0 | $0 | $0 | $0 | $22,057 | $0 | $31,490 | $0 | $267,990 | $0 | $0 | $0 |
| JOHN HOLAHAN | ||||||||||||||
| INSTITUTE FELLOW | $277,873 | $0 | $0 | $0 | $0 | $0 | $25,260 | $0 | $24,981 | $0 | $328,114 | $0 | $0 | $0 |
| GENEVIEVE KENNEY | ||||||||||||||
| CO-DIRECTOR, HEALTH POLICY CENTER | $253,349 | $0 | $0 | $0 | $0 | $0 | $23,762 | $0 | $22,434 | $0 | $299,545 | $0 | $0 | $0 |
| STEPHEN ZUCKERMAN | ||||||||||||||
| CO-DIRECTOR, HEALTH POLICY CENTER | $253,222 | $0 | $0 | $0 | $0 | $0 | $23,762 | $0 | $24,061 | $0 | $301,045 | $0 | $0 | $0 |
| LEONARD BURMAN | ||||||||||||||
| DIRECTOR, TAX POLICY CENTER | $247,795 | $0 | $0 | $0 | $0 | $0 | $24,003 | $0 | $20,703 | $0 | $292,501 | $0 | $0 | $0 |
| SHARON LONG | ||||||||||||||
| SENIOR FELLOW | $244,531 | $0 | $0 | $0 | $0 | $0 | $22,941 | $0 | $206 | $0 | $267,678 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4a Severance or change-of-control payment | FormAndLineReferenceDesc |
| Explanation | DEBORAH HOOVER - $86,913 DISCRETIONARY SEVERANCE | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,212 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 32,032,449 including grants of $ 0)(Revenue $ 260,776) CENTER ON NONPROFITS AND PHILANTHROPY EXECUTIVE OFFICE RESEARCH HOUSING FINANCE POLICY CENTER INTERNATIONAL DEVELOPMENT AND GOVERNANCE CENTER JUSTICE POLICY CENTER LABOR, HUMAN SERVICES, AND POPULATION POLICY ADVISORY GROUP STATISTICAL METHODS GROUP TAX POLICY CENTER |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A DRAFT OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE VICE PRESIDENT/CFO 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 THE VICE PRESIDENT OF COMMUNICATIONS 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 PROVIDES 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 EXECUTIVE 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 EXECUTIVE 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 EXECUTIVE 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 EXECUTIVE 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 EXECUTIVE 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 VII, Section A, Line 1a, Column (D) REPORTABLE COMPENSATION FROM THE ORGANIZATION | TRUSTEES JEREMY TRAVIS AND N. GREGORY MANKIW WERE PROVIDED HONORARIA PAYMENTS FOR THEIR PARTICIPATION AS PARTNERS IN THE U.S. PARTNERSHIP FOR MOBILITY FROM POVERTY. ALL OTHER NON-TRUSTEE PARTNERS IN THE PROJECT RECEIVED EQUAL PAYMENTS FOR THEIR PARTICIPATION. |
| Form 990, Part IX, Line 11g Other Fees | 11g - Subcontractors - Total Expense: 10956480, Program Service Expense: 10956480, Management and General Expenses: , Fundraising Expenses: ; 11g - Consultant fees and expenses - Total Expense: 3006729, Program Service Expense: 2695052, Management and General Expenses: 306748, Fundraising Expenses: 4929; 11g - Purchase order contracts - Total Expense: 2685842, Program Service Expense: 2425694, Management and General Expenses: 253572, Fundraising Expenses: 6576; 11g - Temporary help - Total Expense: 733206, Program Service Expense: 578156, Management and General Expenses: 149997, Fundraising Expenses: 5053; 11g - Other - Total Expense: 563741, Program Service Expense: , Management and General Expenses: 563741, 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 | 2100 M STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | 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 | $2,786,733 | InvolvedAmt |
| Method Of Amount Determination | CASH AMOUNT | MethodOfAmountDeterminationTxt |