2015-11-13T09:04:24-06:00 2014-12-31 990 2014-01-01 520880375 The Urban Institute URBA 2028337200 2100 M Street NW Washington DC 20037 Robert M Buchanan Controller & Assistant Treasurer 2015-11-13 2014 2016-02-25 16:41:14Z Sarah Rosen Wartell 2100 M Street NW Washington DC 20037 116687257 false X www.urban.org X 1968 DE 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. 21 20 516 41 98770 67601 75209396 88254534 0 0 1831039 6392624 8678 497180 77049113 95144338 1111311 3395325 0 0 40342216 46134223 0 0 637698 36133882 36647619 77587409 86177167 -538296 8967171 160210568 163329359 26401055 22917403 133809513 140411956 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. false false 17896520 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. 15424567 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. 13714345 3395325 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 ARE 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. 24437493 497180 CENTER ON NONPROFITS AND PHILANTHROPY EXECUTIVE OFFICE RESEARCH HOUSING FINANCE POLICY CENTER INCOME AND BENEFITS POLICY CENTER INTERNATIONAL DEVELOPMENT AND GOVERNANCE CENTER JUSTICE POLICY CENTER STATISTICAL METHODS GROUP TAX POLICY CENTER 24437493 497180 71472925 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 195 0 true 516 true true true true KV false false false false false false false false X 21 20 false false false false false false false true true false false true true true true true true true true false AR AL AZ CA CT FL GA HI IL KS KY MD MA MS MN MO NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X X X Robert Buchanan 2028337200 2100 M Street NW Washington DC 20037 Sarah Rosen Wartell President 40.00 X X 432479 0 25098 Jamie S Gorelick Chair 2.00 X 0 0 0 Joel L Fleishman Chair 2.00 X 0 0 0 Freeman A Hrabowski III Vice Chair 2.00 X 0 0 0 Jeremy Travis Vice Chair 2.00 X 0 0 0 J Adam Abram 2.00 X 0 0 0 David Autor 2.00 X 0 0 0 Donald A Baer 2.00 X 0 0 0 Afsaneh M Beschloss 2.00 X 0 0 0 Erskine B Bowles 2.00 X 0 0 0 Henry Cisneros 2.00 X 0 0 0 Fernando A Guerra MD 2.00 X 0 0 0 Marne L Levine 2.00 X 0 0 0 Eugene Ludwig 2.00 X 0 0 0 N Gregory Mankiw 2.00 X 0 0 0 Ken Mehlman 2.00 X 0 0 0 Mary J Miller 2.00 X 0 0 0 Annette L Nazareth 2.00 X 0 0 0 Joshua B Rales 2.00 X 0 0 0 Anthony A Williams 2.00 X 0 0 0 Judy Woodruff 2.00 X 0 0 0 John Rogers Executive VP, Treasurer, and CFO 40.00 X 312708 0 47012 Margery Turner Senior VP for Program Planning and Management 40.00 X 288406 0 42141 Bridget Lowell VP for Strategic Communications and Outreach 40.00 X 200515 0 18912 Carrie Kolasky VP of Development 40.00 X 205014 0 44249 Khuloud Odeh VP for Information Technology & Chief Information Officer 40.00 X 138615 0 19579 Mark Dewire General Counsel and Secretary 40.00 X 196731 0 34754 Robert Buchanan Controller and Assistant Treasurer 40.00 X 180610 0 24331 Deborah Hoover VP of Administration & Chief HR Officer 40.00 X 174219 0 21321 Sharon Carney Special Advisor to the President and Assistant Secretary 40.00 X 87575 0 15142 John Holahan Institute Fellow 40.00 X 267051 0 46881 Genevieve Kenney Co-Director, Health Policy Center 40.00 X 239976 0 43606 Stephen Zuckerman Co-Director, Health Policy Center 40.00 X 242583 0 41271 Leonard Burman Director, Tax Policy Center 40.00 X 245505 0 40001 Eugene Steuerle Institute Fellow 40.00 X 232083 0 31499 3444070 0 495797 123 false true false AMERICAN INSTITUTES FOR RESEARCH 1000 THOMAS JEFFERSON ST NW WASHINGTON DC 20007 SUBCONTRACT/CONSULTING 1582021 NATIONAL OPINION RESEARCH CENTER 1155 EAST 60TH STREET CHICAGO IL 60637 SUBCONTRACT/CONSULTING 1438470 HEALTH MANAGEMENT ASSOCIATES 1350 CONNECTICUT AVE NW WASHINGTON DC 20036 SUBCONTRACT/CONSULTING 1366800 HEALTHTECH SOLUTIONS LLC 46 MILL CREEK PARK FRANKFORT KY 40601 SUBCONTRACT/CONSULTING 1346811 CENTER FOR LAW AND SOCIAL POLICY 1200 18TH STREET NW SUITE 200 WASHINGTON DC 20036 SUBCONTRACT/CONSULTING 1050861 54 44088450 44166084 60169 88254534 0 0 0 0 0 2286241 2286241 23315 23315 0 0 25419545 21313162 4106383 0 4106383 4106383 51595 229757 -178162 -178162 ONLINE 990 E-FILING 518210 468036 369266 98770 NCCS DATA ACCESS 518210 172152 172152 MISCELLANEOUS 900099 11839 11839 0 0 0 0 652027 95144338 398410 98770 6392624 X 3395325 3395325 2555919 796441 1535150 224328 32410468 27988321 4201010 221137 2780321 2396448 364550 19323 5916178 5103058 777049 36071 2471337 2051870 391084 28383 95534 95534 120976 120976 831577 831577 23044002 22608143 417230 18629 884381 654426 223012 6943 7007755 2870430 4114248 23077 1389085 1283118 91431 14536 634111 488872 141837 3402 906169 803295 96812 6062 238294 200571 36257 1466 Recruiting, interview, and survey incentive fees 215079 169590 44817 672 Equipment and furniture repair 177157 129580 46385 1192 Field Office Expenses 132185 132185 Overseas allowances 123792 123792 847522 277456 537589 32477 86177167 71472921 14066548 637698 152100 125226 15161876 23202090 8616262 14863694 17973943 23893841 0 0 0 0 113652 871 492581 699311 13841612 10008664 2810512 3832948 88502481 78089774 26387161 18621604 0 0 0 0 0 160210568 163329359 8110370 8253405 0 0 13997949 10789343 0 0 0 0 0 0 0 0 0 4292736 3874655 26401055 22917403 X 121129698 120802428 11679815 18609528 1000000 1000000 0 0 0 0 0 0 133809513 140411956 160210568 163329359 8967171 -2364728 0 X false true X true true true X 59838805 71162375 81495405 75209396 88254533 375960514 592907 595148 551980 553875 616328 2910238 60431712 71757523 82047385 75763271 88870861 378870752 4146144 4792634 4224811 6960054 5290000 25413643 0 0 0 0 0 0 4146144 4792634 4224811 6960054 5290000 25413643 353457109 1758309 1515621 1843065 1934273 2286241 9337509 1758309 1515621 1843065 1934273 2286241 9337509 20846 7961 55701 84508 132191 2570 11388 -20999 11839 136989 62322212 73275714 83922684 77684506 91224642 388429758 0.9100 0.9166 0.0240 0.0236 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - ADJUSTMENT TO UNCOLLECTIBLE ALLOWANCE & OTHER MISCELLANEOUS, COLUMN A - 132191.0, COLUMN B - 2570.0, COLUMN C - 11388.0, COLUMN D - -20999.0, COLUMN E - 11839.0, COLUMN F - 136989.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 123881785 20998 -5396123 3582861 831577 114092222 110485352 22201 16366827 2220486 772109 123881785 97132435 20850 14258078 339694 586317 110485352 98796868 38025 -753218 367270 581970 97132435 88016671 65011 11768949 700135 353628 98796868 0.98 0.01 0.01 false false 4776487 3403884 1372603 4980504 3998324 982180 4084621 2606456 1478165 3832948 Alternative Investments 18621604 F 18621604 Deferred Rent 3874655 3874655 X 92177789 -2364728 0 -2364728 94542517 831578 -229757 601821 95144338 85575346 229757 229757 85345589 831578 0 831578 86177167 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 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 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, 2010 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 - -229757 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 COST OF GOODS SOLD - 229757 Europe (Including Iceland and Greenland) 1 43 Program Services INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH 1456580 Sub-Saharan Africa 8 Program Services INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH 209498 Central America and the Caribbean 2 Program Services INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH 85708 East Asia and the Pacific 2 Program Services INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH 82101 1 55 0 0 1 55 1833887 0 1833887 false false false false false false Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS NOT APPLICABLE true RHODE ISLAND DEPT OF HUMAN SERVICES 57 HOWARD AVE CRANSTON RI 02920 056000522 671588 ANALYSIS OF SOCIAL WELFARE PROGRAMS NC DEPT OF HEALTH AND HUMAN SERVICES 325 N SALISBURY ST RALEIGH NC 27603 561611588 618335 ANALYSIS OF SOCIAL WELFARE PROGRAMS SC DEPT OF HEALTH AND HUMAN SERVICES 1801 MAIN ST COLUMBIA SC 29201 576000286 613580 ANALYSIS OF SOCIAL WELFARE PROGRAMS IDAHO DEPT OF HEALTH AND WELFARE 450 STATE ST BOISE ID 83702 826000952 602918 ANALYSIS OF SOCIAL WELFARE PROGRAMS COLORADO DEPT OF HUMAN SERVICES 1575 SHERMAN ST DENVER CO 80203 840644739 515203 ANALYSIS OF SOCIAL WELFARE PROGRAMS ILLINOIS DEPT OF HUMAN SERVICES 100 S GRAND AVE EAST SPRINGFIELD IL 62762 364163567 373701 ANALYSIS OF SOCIAL WELFARE PROGRAMS 6 Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds 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. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X X X false false false false false false false false false Sarah Rosen Wartell President 432479 0 0 0 0 0 24820 0 278 0 457577 0 0 0 John Rogers Executive VP, Treasurer, and CFO 312708 0 0 0 0 0 24820 0 22192 0 359720 0 0 0 Margery Turner Senior VP for Program Planning and Management 288406 0 0 0 0 0 24820 0 17321 0 330547 0 0 0 Bridget Lowell VP for Strategic Communications and Outreach 200515 0 0 0 0 0 18782 0 130 0 219427 0 0 0 Carrie Kolasky VP of Development 205014 0 0 0 0 0 16767 0 27482 0 249263 0 0 0 Khuloud Odeh VP for Information Technology & Chief Information Officer 138615 0 0 0 0 0 3877 0 15702 0 158194 0 0 0 Mark Dewire General Counsel and Secretary 196731 0 0 0 0 0 14358 0 20396 0 231485 0 0 0 Robert Buchanan Controller and Assistant Treasurer 180610 0 0 0 0 0 16237 0 8094 0 204941 0 0 0 Deborah Hoover VP of Administration & Chief HR Officer 174219 0 0 0 0 0 16195 0 5126 0 195540 0 0 0 John Holahan Institute Fellow 267051 0 0 0 0 0 24820 0 22061 0 313932 0 0 0 Genevieve Kenney Co-Director, Health Policy Center 239976 0 0 0 0 0 23041 0 20565 0 283582 0 0 0 Stephen Zuckerman Co-Director, Health Policy Center 242583 0 0 0 0 0 23041 0 18230 0 283854 0 0 0 Leonard Burman Director, Tax Policy Center 245505 0 0 0 0 0 23041 0 16960 0 285506 0 0 0 Eugene Steuerle Institute Fellow 232083 0 0 0 0 0 21839 0 9660 0 263582 0 0 0 X 2 60169 Market value 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 BANKING INSTITUTION. THE BANK IS UNDER AUTHORIZATION TO IMMEDIATELY LIQUIDATE THE SECURITIES AND TRANSFER THE FUNDS TO THE URBAN INSTITUTE'S GENERAL CHECKING ACCOUNT. Schedule M, Part I Explanations of reporting method for number on contributions Securities - Publicly traded: SECURITIES - PUBLICLY TRADED: THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF SEPARATE CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES RECEIVED DURING THE YEAR. Schedule M, Part I, Line 9 Number of contributions or items contributed SECURITIES - PUBLICLY TRADED: THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF SEPARATE CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES RECEIVED DURING THE YEAR. 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 BANKING INSTITUTION. THE BANK IS UNDER AUTHORIZATION TO IMMEDIATELY LIQUIDATE THE SECURITIES AND TRANSFER THE FUNDS TO THE URBAN INSTITUTE'S GENERAL CHECKING ACCOUNT. CoreFormPartIII_PartIIILine4d Description of other program services (Expenses $ 24,437,493 including grants of $)(Revenue $ 497,180) CENTER ON NONPROFITS AND PHILANTHROPY EXECUTIVE OFFICE RESEARCH HOUSING FINANCE POLICY CENTER INCOME AND BENEFITS POLICY CENTER INTERNATIONAL DEVELOPMENT AND GOVERNANCE CENTER JUSTICE POLICY CENTER 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 GENERAL COUNSEL 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 IX, Line 11g Other Fees Subcontractors - Total Expense: 18650680, Program Service Expense: 18650680, Management and General Expenses: , Fundraising Expenses: ; Consultant fees and expenses - Total Expense: 2513304, Program Service Expense: 2390772, Management and General Expenses: 108907, Fundraising Expenses: 13625; Purchase order contracts - Total Expense: 1348735, Program Service Expense: 1261360, Management and General Expenses: 84281, Fundraising Expenses: 3094; Temporary help - Total Expense: 425395, Program Service Expense: 301331, Management and General Expenses: 122154, Fundraising Expenses: 1910; Other services - Total Expense: 105888, Program Service Expense: 4000, Management and General Expenses: 101888, Fundraising Expenses: ; THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST 2100 M STREET NW WASHINGTON DC 20037 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 2514049 CASH AMOUNT