URBAN INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- URBAN INSTITUTE (EIN 52-0880375)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201222349349300607
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T12:00:02-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520880375 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | URBA | NameControl |
| Phone | 2028337200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 M Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R ROGERS | Name |
| Title | EVP, TREASURER & CFO | Title |
| Date Signed | 2012-08-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH ROSEN WARTELL | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 M St NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 151566492 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.URBAN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | GATHER AND ANALYZE DATA, CONDUCT POLICY RESEARCH, EVALUATE PROGRAMS AND SERVICES, AND EDUCATE AMERICANS ON CRITICAL ISSUES AND TRENDS TO PROMOTE SOUND SOCIAL POLICY AND PUBLIC DEBATE ON NATIONAL, STATE, AND LOCAL PRIORITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 408 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 59838805 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 71162375 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3930035 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3607944 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 594346 | OtherRevenuePriorYear |
| Other Revenue Current Year | -8939 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 64363186 | TotalRevenuePriorYear |
| Total Revenue Current Year | 74761380 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2264918 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33354149 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36300994 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 30142 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 436485 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30745332 | OtherExpensePriorYear |
| Other Expenses Current Year | 34704194 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 64129623 | TotalExpensesPriorYear |
| Total Expenses Current Year | 73270106 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 233563 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1491274 | RevenuesLessExpensesCY |
| Total Assets BOY | 128377939 | TotalAssetsBOY |
| Total Assets EOY | 128700848 | TotalAssetsEOY |
| Total Liabilities BOY | 23313524 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26466382 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 105064415 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 102234466 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | GATHER AND ANALYZE DATA, CONDUCT POLICY RESEARCH, EVALUATE PROGRAMS AND SERVICES, AND EDUCATE AMERICANS ON CRITICAL ISSUES AND TRENDS TO PROMOTE SOUND SOCIAL POLICY AND PUBLIC DEBATE ON NATIONAL, STATE, AND LOCAL PRIORITIES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11983367 | Expense |
| Description | SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE HEALTH POLICY CENTER PROMOTES SOCIAL WELFARE THROUGH IMPROVEMENT OF THE NATION'S HEALTH CARE SYSTEM. PROGRAM STAFF ANALYZE ISSUES RELATED TO RESTRAINING THE RISE IN HEALTH CARE COSTS, IMPROVING THE QUALITY OF CARE, AND IMPROVING ACCESS TO CARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10999717 | Expense |
| Description | SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE METROPOLITAN HOUSING AND COMMUNITIES POLICY CENTER FOCUSES ON THE COMMUNITIES THAT MAKE UP AMERICA'S URBAN REGIONS. PROGRAM STAFF INVESTIGATE THE DYNAMIC FORCES AFFECTING THE QUALITY OF LIFE IN THESE COMMUNITIES, THE ACCESS TO OPPORTUNITIES THEY OFFER THEIR RESIDENTS, AND THE IMPACTS OF FEDERAL, STATE, AND LOCAL PUBLIC POLICIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10501176 | Expense |
| Description | SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE CENTER ON INTERNATIONAL DEVELOPMENT AND GOVERNANCE PROVIDES RESEARCH AND TECHNICAL ASSISTANCE ON LOCAL GOVERNANCE IN VARIOUS DEVELOPING COUNTRIES AROUND THE WORLD. PROGRAM STAFF FOCUS ON IMPROVING DELIVERY AND FINANCING OF PUBLIC SERVICES, STRENGTHENING PUBLIC MANAGEMENT AND PERFORMANCE MEASUREMENT, ENCOURAGING CIVIC ENGAGEMENT, COMBATING CORRUPTION THROUGH INCREASED TRANSPARENCY, AND ENHANCING LOCAL GOVERNMENTS' ROLE IN ECONOMIC DEVELOPMENT. | Description |
Activity Other ActivityOther (8 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 8480563 | LABOR, HUMAN SERVICES, & POPULATION CENTER |
| 6345722 | JUSTICE POLICY CENTER |
| 5653885 | INCOME AND BENEFITS POLICY CENTER |
| 3432224 | TAX POLICY CENTER |
| 3113324 | CENTER ON NONPROFITS AND PHILANTHROPY |
| 2297143 | EDUCATION POLICY CENTER |
| 605771 | EXECUTIVE OFFICE RESEARCH |
| 225027 | STATISTICAL METHODS GROUP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 30153659 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 63637919 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 161 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 408 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | AL | NameOfForeignCountry |
| Name Of Foreign Country | AM | NameOfForeignCountry |
| Name Of Foreign Country | BK | NameOfForeignCountry |
| Name Of Foreign Country | ET | NameOfForeignCountry |
| Name Of Foreign Country | GG | NameOfForeignCountry |
| Name Of Foreign Country | KZ | NameOfForeignCountry |
| Name Of Foreign Country | KG | NameOfForeignCountry |
| Name Of Foreign Country | RW | NameOfForeignCountry |
| Name Of Foreign Country | RI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Buchanan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2028337200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 M Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT D REISCHAUER | |||||||
| PRESIDENT | 40.00 | X | X | 361572 | 0 | 42430 | |
| AFSANEH BESCHLOSS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANNETTE L NAZARETH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANTHONY A WILLIAMS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DONALD A BAER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ERSKINE B BOWLES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FERNANDO A GUERRA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FREEMAN A HRABOWSKI III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| J ADAM ABRAM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMIE S GORELICK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEREMY TRAVIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOEL L FLEISHMAN | |||||||
| CHAIRMAN, BOARD OF TRUSTEES | 2.00 | X | 0 | 0 | 0 | ||
| JOSHUA B RALES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JUDY WOODRUFF | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARNE L LEVINE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MELVIN L OLIVER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD C GREEN JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT M SOLOW | |||||||
| VICE CHAIRMAN, BOARD OF TRUSTEES | 2.00 | X | 0 | 0 | 0 | ||
| SARAH ROSEN WARTELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANGELA KEENAN | |||||||
| ASSISTANT TREASURER | 40.00 | X | 121023 | 0 | 22280 | ||
| EVERETT MADDEN | |||||||
| ASSISTANT TREASURER | 40.00 | X | 139941 | 0 | 21611 | ||
| JOHN ROGERS | |||||||
| EXECUTIVE VP, TREASURER, AND CFO | 40.00 | X | 275678 | 0 | 43830 | ||
| KATHLEEN COURRIER | |||||||
| VP COMMUNICATIONS | 40.00 | X | 203658 | 0 | 20161 | ||
| MAIDA SCHIFTER | |||||||
| CORPORATE SECRETARY | 40.00 | X | 108373 | 0 | 14342 | ||
| MARGERY TURNER | |||||||
| VP RESEARCH | 40.00 | X | 210404 | 0 | 36018 | ||
| EUGENE STEUERLE | |||||||
| INSTITUTE FELLOW | 40.00 | 215574 | 0 | 29566 | X | ||
| JOHN HOLAHAN | |||||||
| DIRECTOR, HEALTH POLICY | 40.00 | 267030 | 0 | 46155 | X | ||
| MARGARET SULVETTA | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | 207085 | 0 | 28670 | X | ||
| ROBERT SANTOS | |||||||
| INSTITUTE SENIOR METHODOLOGIST | 40.00 | 204685 | 0 | 23202 | X | ||
| STEPHEN ZUCKERMAN | |||||||
| SENIOR FELLOW | 40.00 | 208746 | 0 | 30996 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2523769 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 359261 | TotalOtherCompensation |
| Number Individuals GT100 K | 95 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH | |||||
| 1000 THOMAS JEFFERSON STREET NW | WASHINGTON | DC | 20007 | SUBCONTRACT/CONSULTING | 1006650 |
| HEALTH MANAGEMENT ASSOCIATES | |||||
| 5811 PELICAN BAY BLVD | NAPLES | FL | 34108 | SUBCONTRACT/CONSULTING | 903485 |
| NORTHWESTERN UNIVERSITY | |||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | SUBCONTRACT/CONSULTING | 766141 |
| NATIONAL OPINION RESEARCH CENTER | |||||
| 1155 EAST 60TH STREET | CHICAGO | IL | 60637 | SUBCONTRACT/CONSULTING | 658147 |
| INTERNATIONAL CITYCOUNTY MGMT ASSOC | |||||
| 777 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | SUBCONTRACT/CONSULTING | 656932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 59 | NumberOfContractorsGT100K |
| Government Grants | 44451348 | GovernmentGrants |
| All Other Contributions | 26711027 | AllOtherContributions |
| Noncash Contributions | 63510 | NoncashContributions |
| Total Contributions | 71162375 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1515621 | TotalRevenueColumn |
| Exclusion | $1,515,621 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 78290778 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 76198455 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2092323 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2092323 | TotalRevenueColumn |
| Exclusion | $2,092,323 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 214782 | GrossSalesOfInventory |
| Cost Of Goods Sold | 606657 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -391875 | TotalRevenueColumn |
| Exclusion | -$391,875 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| CNP ONLINE 990 | 518210 | 271135 | 271135 | |
| CNP DATA SALES | 518210 | 109232 | 109232 | |
| MISCELLANEOUS | 900099 | 2569 | $2,569 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 382936 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74761380 | TotalRevenueColumn |
| Related Or Exempt Function Income | 380367 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,218,638 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2264918 | Total |
| Program Services | 2264918 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1602665 | Total |
| Program Services | 603427 | ProgramServices |
| Management And General | 991210 | ManagementAndGeneral |
| Fundraising | 8028 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25746913 | Total |
| Program Services | 21881926 | ProgramServices |
| Management And General | 3617905 | ManagementAndGeneral |
| Fundraising | 247082 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2268997 | Total |
| Program Services | 1923071 | ProgramServices |
| Management And General | 323773 | ManagementAndGeneral |
| Fundraising | 22153 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4761004 | Total |
| Program Services | 4010723 | ProgramServices |
| Management And General | 704190 | ManagementAndGeneral |
| Fundraising | 46091 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1921415 | Total |
| Program Services | 1584715 | ProgramServices |
| Management And General | 318450 | ManagementAndGeneral |
| Fundraising | 18250 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54587 | Total |
| Management And General | 54587 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113796 | Total |
| Management And General | 113796 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581970 | Total |
| Management And General | 581970 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249235 | Total |
| Program Services | 21004 | ProgramServices |
| Management And General | 228231 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 724429 | Total |
| Program Services | 573307 | ProgramServices |
| Management And General | 142472 | ManagementAndGeneral |
| Fundraising | 8650 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6683443 | Total |
| Program Services | 5415766 | ProgramServices |
| Management And General | 1226498 | ManagementAndGeneral |
| Fundraising | 41179 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1156505 | Total |
| Program Services | 1086262 | ProgramServices |
| Management And General | 64399 | ManagementAndGeneral |
| Fundraising | 5844 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425806 | Total |
| Program Services | 335201 | ProgramServices |
| Management And General | 80791 | ManagementAndGeneral |
| Fundraising | 9814 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523407 | Total |
| Program Services | 454563 | ProgramServices |
| Management And General | 65532 | ManagementAndGeneral |
| Fundraising | 3312 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUBCONTRACTORS | 16500252 | 16500252 | ||
| CONSULTANT FEES AND EXPENSES | 2139933 | 2023492 | 115633 | 808 |
| FIELD OFFICE EXPENSES | 1363976 | 1363976 | ||
| FIELD OFFICE RESEARCH | 1010798 | 1010798 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3176057 | Total |
| Program Services | 2584518 | ProgramServices |
| Management And General | 566265 | ManagementAndGeneral |
| Fundraising | 25274 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73270106 | Total |
| Program Services | 63637919 | ProgramServices |
| Management And General | 9195702 | ManagementAndGeneral |
| Fundraising | 436485 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250935 | BOY |
| EOY | 10911511 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15446925 | BOY |
| EOY | 3713450 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1138375 | BOY |
| EOY | 45100 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18334344 | BOY |
| EOY | 19973172 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 891250 | BOY |
| EOY | 619992 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295386 | BOY |
| EOY | 649788 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10756098 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8469456 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700783 | BOY |
| EOY | 2286642 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60138742 | BOY |
| EOY | 59848982 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30181199 | BOY |
| EOY | 30652211 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128377939 | BOY |
| EOY | 128700848 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5844795 | BOY |
| EOY | 6722793 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13092296 | BOY |
| EOY | 15219863 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4376433 | BOY |
| EOY | 4523726 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23313524 | BOY |
| EOY | 26466382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98828291 | BOY |
| EOY | 97555803 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5236124 | BOY |
| EOY | 3678663 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 1000000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105064415 | BOY |
| EOY | 102234466 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128377939 | BOY |
| EOY | 128700848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1491274 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4321223 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65224028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64450681 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66690052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59838805 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71162375 | CurrentTaxYear |
| Total | 327365941 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 198511 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 196595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 480132 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 592907 | CurrentTaxYearMinus1Year |
| Current Tax Year | 595148 | CurrentTaxYear |
| Total | 2063293 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65422539 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64647276 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67170184 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60431712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71757523 | CurrentTaxYear |
| Total | 329429234 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 532075 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 613000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1593000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4146144 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4792634 | CurrentTaxYear |
| Total | 11676853 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 532075 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 613000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1593000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4146144 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4792634 | CurrentTaxYear |
| Total | 11676853 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 317752381 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2048056 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2058609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1569689 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1758309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1515621 | CurrentTaxYear |
| Total | 8950284 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2048056 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2058609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1569689 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1758309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1515621 | CurrentTaxYear |
| Total | 8950284 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 80428 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 324856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17311 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 132191 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2570 | CurrentTaxYear |
| Total | 557356 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67551023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67030741 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68757184 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62322212 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73275714 | CurrentTaxYear |
| Total | 338936874 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93750 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95380 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02640 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02410 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | OTHER INCOME, , REPRESENTS ADJUSTMENTS TO ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES AND OTHER MISCELLANEOUS INCOME., | GeneralExplanation |
| General Explanation | OTHER INCOME, SCHEDULE A, PART III, LINE 12, <OTHERINCOME> <INCOME> <DESCRIPTION /> <COLUMNA>80428</COLUMNA> <COLUMNB>324856</COLUMNB> <COLUMNC>17311</COLUMNC> <COLUMND>132191</COLUMND> <COLUMNE>2570</COLUMNE> <COLUMNF>557355</COLUMNF> </INCOME> </OTHERINCOME>, | GeneralExplanation |
| General Explanation | OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - , COLUMN A - 80428, COLUMN B - 324856, COLUMN C - 17311, COLUMN D - 132191, COLUMN E - 2570, COLUMN F - 557355;, | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 98796868 | BeginningOfYearBalance |
| Contributions | 38025 | Contributions |
| Investment Earnings Or Losses | -753218 | InvestmentEarningsOrLosses |
| Other Expenditures | 367270 | OtherExpenditures |
| Administrative Expenses | 581970 | AdministrativeExpenses |
| End Of Year Balance | 97132435 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 88016671 | BeginningOfYearBalance |
| Contributions | 65011 | Contributions |
| Investment Earnings Or Losses | 11768949 | InvestmentEarningsOrLosses |
| Other Expenditures | 700135 | OtherExpenditures |
| Administrative Expenses | 353628 | AdministrativeExpenses |
| End Of Year Balance | 98796868 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75531701 | BeginningOfYearBalance |
| Contributions | 69694 | Contributions |
| Investment Earnings Or Losses | 13100538 | InvestmentEarningsOrLosses |
| Other Expenditures | 386391 | OtherExpenditures |
| Administrative Expenses | 298871 | AdministrativeExpenses |
| End Of Year Balance | 88016671 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100718856 | BeginningOfYearBalance |
| Contributions | 2891702 | Contributions |
| Investment Earnings Or Losses | -27776842 | InvestmentEarningsOrLosses |
| Administrative Expenses | 302015 | AdministrativeExpenses |
| End Of Year Balance | 75531701 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.98000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4104555 | OtherCostOrOtherBasis |
| Depreciation | 2678920 | Depreciation |
| Book Value | 1425635 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3944882 | OtherCostOrOtherBasis |
| Depreciation | 3262166 | Depreciation |
| Book Value | 682716 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2706661 | OtherCostOrOtherBasis |
| Depreciation | 2528370 | Depreciation |
| Book Value | 178291 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2286642 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 30652211 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 30652211 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $4,523,726 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4523726 | TotalOfAmounts |
| Total Revenue | 74761380 | TotalRevenue |
| Total Expenses | 73270106 | TotalExpenses |
| Excess Or Deficit For Year | 1491274 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4321223 | NetUnrealizedGLOnInvestments |
| Other | $0 | OtherAmount |
| Total Adjustments | -4321223 | TotalAdjustments |
| Excess Or Deficit Per FS | -2829949 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 70464844 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4321223 | NetUnrealizedGainsInvestments |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | -4321223 | RevenueNotRptdF990 |
| Revenue Subtotal | 74786067 | RevenueSubtotal |
| Investment Expenses Not Included | 581970 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -606657 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -24687 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 74761380 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 73294793 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 606657 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 606657 | ExpensesNotRptdF990 |
| Expenses Subtotal | 72688136 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 581970 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 581970 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 73270106 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | ENDOWMENT FUNDS ARE USED TO COVER A PORTION OF THE INSTITUTE'S EXPENSES NOT REIMBURSED BY EXTERNAL PROJECT FUNDING. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | 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, 2007 AND PRIOR. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUTE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 2 | 76 | PROGRAM SERVICES | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | 5117716 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 4 | PROGRAM SERVICES | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | 68042 | |
| SOUTH ASIA | 1 | PROGRAM SERVICES | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | 136486 | |
| SUB SAHARAN AFRICA | 3 | 43 | PROGRAM SERVICES | INTERNATIONAL DEVELOPMENT AND GOVERNANCE RESEARCH | 2626309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 5 | TotalNumberOfOffices |
| Total Number Of Employees | 124 | TotalNumberOfEmployees |
| Total Amount Spent | 7948553 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Accounting Method For Regions Outside the United States | Identifier |
| Return Reference | Schedule F, Part I, Line 3 | ReturnReference |
| Explanation | EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL RUSSIA AND THE NEWLY INDEPENDENT STATES: ACCRUAL SOUTH ASIA: ACCRUAL SUB SAHARAN AFRICA: ACCRUAL | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| COLORADO DEPT OF HUMAN SERVICES | ||||||
| 1575 SHERMAN ST | DENVER | CO | 80203 | 840644739 | 249516 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| IDAHO DEPT OF HEALTH AND WELFARE | ||||||
| 450 STATE ST | BOISE | ID | 83702 | 826000952 | 249894 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| ILLINOIS DEPT OF HUMAN SERVICES | ||||||
| 100 S GRAND AVE EAST | SPRINGFIELD | IL | 62762 | 364163567 | 254120 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| KENTUCKY CABINET FOR HEALTH AND FAMILY SERVICES | ||||||
| 275 E MAIN ST 3WA | FRANKFORT | KY | 40621 | 610600439 | 258438 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| NC DEPT OF HEALTH AND HUMAN SERVICES | ||||||
| 325 N SALISBURY ST | RALEIGH | NC | 27603 | 561611588 | 249950 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| NEW MEXICO HUMAN SERVICES DEPT | ||||||
| 2009 S PACHECO POLLON PLAZA | SANTA FE | NM | 87504 | 856000565 | 249761 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| OREGON HEALTH AUTHORITY | ||||||
| 500 SUMMER ST NE E-40 | SALEM | OR | 97301 | 931070707 | 249747 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| SC DEPT OF HEALTH AND HUMAN SERVICES | ||||||
| 1801 MAIN ST | COLUMBIA | SC | 29201 | 576000286 | 253492 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| RHODE ISLAND DEPT OF HUMAN SERVICES | ||||||
| 57 HOWARD AVE | CRANSTON | RI | 02920 | 056000522 | 250000 | ANALYSIS OF SOCIAL WELFARE PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | AS A PART OF THE PROPOSAL PROCESS, GRANTEES SUBMITTED PROPOSED BUDGETS WHICH WERE REVIEWED BY THE PROJECT MANAGEMENT TEAM FOR APPROPRIATENESS, AND NEGOTIATED AS NECESSARY. THESE FINAL APPROVED BUDGETS WERE THEN INCORPORATED IN SUBGRANT AGREEMENTS WITH ADDITIONAL CLAUSES INCLUDED IN THE GENERAL TERMS AND CONDITIONS WHICH SPOKE TO PRIOR APPROVAL CONDITIONS FOR DEVIATIONS IN LINE-ITEM CATEGORIES. GRANTEES SUBMITTED QUARTERLY FINANCIAL REPORTS, REPORTING ON EXPENDITURES ACCORDING TO APPROVED LINE-ITEM BUDGETS, WHICH WERE MONITORED BY PROJECT STAFF. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT D REISCHAUER | |||||||||||||
| 361572 | 0 | 0 | 0 | 0 | 0 | 23452 | 0 | 18978 | 0 | 404002 | 0 | 0 | 0 |
| JOHN ROGERS | |||||||||||||
| 275678 | 0 | 0 | 0 | 0 | 0 | 23452 | 0 | 20378 | 0 | 319508 | 0 | 0 | 0 |
| MARGERY TURNER | |||||||||||||
| 210404 | 0 | 0 | 0 | 0 | 0 | 20465 | 0 | 15553 | 0 | 246422 | 0 | 0 | 0 |
| KATHLEEN COURRIER | |||||||||||||
| 203658 | 0 | 0 | 0 | 0 | 0 | 19029 | 0 | 1132 | 0 | 223819 | 0 | 0 | 0 |
| EVERETT MADDEN | |||||||||||||
| 139941 | 0 | 0 | 0 | 0 | 0 | 13490 | 0 | 8121 | 0 | 161552 | 0 | 0 | 0 |
| JOHN HOLAHAN | |||||||||||||
| 267030 | 0 | 0 | 0 | 0 | 0 | 23452 | 0 | 22703 | 0 | 313185 | 0 | 0 | 0 |
| EUGENE STEUERLE | |||||||||||||
| 215574 | 0 | 0 | 0 | 0 | 0 | 20390 | 0 | 9176 | 0 | 245140 | 0 | 0 | 0 |
| STEPHEN ZUCKERMAN | |||||||||||||
| 208746 | 0 | 0 | 0 | 0 | 0 | 19909 | 0 | 11087 | 0 | 239742 | 0 | 0 | 0 |
| MARGARET SULVETTA | |||||||||||||
| 207085 | 0 | 0 | 0 | 0 | 0 | 19752 | 0 | 8918 | 0 | 235755 | 0 | 0 | 0 |
| ROBERT SANTOS | |||||||||||||
| 204685 | 0 | 0 | 0 | 0 | 0 | 19462 | 0 | 3740 | 0 | 227887 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 63510 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanations of reporting method for number of contributions | Schedule M, Part I | SECURITIES - PUBLICLY TRADED: THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF SEPARATE CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES RECEIVED DURING THE YEAR. |
| Third parties used to solicit, process, or sell noncash contributions | Schedule M, Part I, Line 32b | 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. |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 | THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF SEPARATE CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES RECEIVED DURING THE YEAR. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of other program services | Form 990, Part III, Line 4d | LABOR, HUMAN SERVICES, & POPULATION CENTER JUSTICE POLICY CENTER INCOME AND BENEFITS POLICY CENTER TAX POLICY CENTER CENTER ON NONPROFITS AND PHILANTHROPY EDUCATION POLICY CENTER EXECUTIVE OFFICE RESEARCH STATISTICAL METHODS GROUP |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | 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 FORM AND DISCUSS ANY NECESSARY CHANGES. AGREED UPON CHANGES ARE PROVIDED TO THE PREPARER WHO PREPARES A FINAL DRAFT OF THE FORM 990. THE FINAL DRAFT IS 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 BEFORE THE FORM IS FILED. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | 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 "CONFLICTS STATEMENT" DESIGNED TO IDENTIFY, DOCUMENT, AND ENSURE AGAINST ANY POTENTIAL CONFLICTS OF INTEREST. 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 MANDATORY EMPLOYEE TRAINING ON ETHICAL CONDUCT. DETAILED REVIEW AND APPROVAL PROCEDURES EXIST FOR ALL EXPENDITURES, ENSURING STRONG INTERNAL CONTROL AND COMPLIANCE WITH ORGANIZATIONAL POLICIES. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE SALARY FOR THE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIRMAN OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE PRESIDENT/CEO OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA. THE CHAIRMAN IS ALSO PROVIDED NATIONAL SALARY SURVEYS FOR COMPARABLE POSITIONS IN LIKE-SIZED ORGANIZATIONS AS WELL AS UPWARD ASSESSMENTS OF PERFORMANCE OF THE PRESIDENT/CEO PREPARED BY OTHER SENIOR STAFF. THE EXECUTIVE COMMITTEE MEETS IN PRIVATE SESSION TO REVIEW AND DISCUSS THESE MATERIALS AND DETERMINE THE COMPENSATION OF THE PRESIDENT. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | THE SALARY FOR THE EXECUTIVE VICE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIRMAN OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE 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. 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 OVERALL SALARY INCREASE POOL FOR THE INSTITUTE, WHICH IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | 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/FUNDERS IN RESPONSE TO A GRANT APPLICATION OR REQUEST FOR FUNDING FOR SPECIFIC PROJECTS. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -4321223; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 M STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526674346 | EIN |
| Primary Activities | TO PROVIDE BENEFITS TO THE URBAN INSTITUTE'S EMPLOYEES | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(9) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 1883328 | AmountInvolved |
| Method Of Amt Determination | CASH AMOUNT | MethodOfAmtDetermination |