Totals
- Total revenue
- $129,592,450
- Total expenses
- $148,463,835
- Contributions and grants received
- $116,586,031
- Grants paid
- $10,402,317
- Program service revenue
- $0
- Investment income
- $8,928,338
- Other revenue
- $4,078,081
- Total assets, end of year
- $311,581,937
- Total liabilities, end of year
- $76,117,914
- Net assets or fund balances, end of year
- $235,464,023
- Program services expenses (Part IX)
- $117,786,153
- Management and general expenses
- $24,868,748
- Fundraising expenses
- $5,808,934
- Program service expenses (Part III)
- $117,786,153
Program services were 79.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$40,446,011
-
1f · All other contributions, gifts and grants
$76,140,020
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $4,545,070 · unrelated business -$25,245 · excluded $4,570,315
-
5 · Royalties
total $3,474 · related or exempt $3,474
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $51,319,341
-
7b · Less cost or other basis and sales expenses
securities $46,936,073
-
7c · Gain or loss
securities $4,383,268 · other assets $0
-
7d · Net gain or loss
total $4,383,268 · excluded $4,383,268
-
10a · Gross sales of inventory
$289
-
10c · Net income from sales of inventory
total $289 · related or exempt $289
-
11a · Other revenue: MISCELLANEOUS
total $3,906,282 · excluded $3,906,282
-
11b · Other revenue: DATA SUBSCRIPTIONS
total $114,650 · related or exempt $33,308 · unrelated business $81,342
-
11c · Other revenue: EXTERNAL EVENTS
total $53,386 · related or exempt $9,500 · unrelated business $43,886
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$4,074,318
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,216,489 · program services $10,216,489
-
3 · Grants to foreign organizations and individuals
total $185,828 · program services $185,828
-
5 · Compensation of officers, directors and key employees
total $1,638,136 · program services $28,023 · management and general $1,605,165 · fundraising $4,948
-
7 · Other salaries and wages
total $70,765,161 · program services $55,586,242 · management and general $11,616,453 · fundraising $3,562,466
-
8 · Pension plan contributions
total $6,398,498 · program services $4,987,186 · management and general $1,088,842 · fundraising $322,470
-
9 · Other employee benefits
total $15,363,756 · program services $11,815,929 · management and general $2,784,004 · fundraising $763,823
-
10 · Payroll taxes
total $5,824,529 · program services $4,483,077 · management and general $1,051,521 · fundraising $289,931
-
11b · Fees: legal
total $563,908 · program services $48,719 · management and general $515,189
-
11c · Fees: accounting
total $256,344 · management and general $256,344
-
11f · Fees: investment management
total $426,202 · management and general $426,202
-
11g · Fees: other
total $19,014,348 · program services $16,705,009 · management and general $2,285,417 · fundraising $23,922
-
13 · Office expenses
total $645,783 · program services $567,733 · management and general $52,348 · fundraising $25,702
-
14 · Information technology
total $2,113,322 · program services $1,343,451 · management and general $685,790 · fundraising $84,081
-
16 · Occupancy
total $8,523,369 · program services $6,557,433 · management and general $1,540,530 · fundraising $425,406
-
17 · Travel
total $1,127,187 · program services $1,015,059 · management and general $90,325 · fundraising $21,803
-
19 · Conferences, conventions and meetings
total $281,525 · program services $236,776 · management and general $36,830 · fundraising $7,919
-
20 · Interest
total $3,835 · management and general $3,835
-
22 · Depreciation, depletion and amortization
total $2,752,675 · program services $2,292,446 · management and general $314,848 · fundraising $145,381
-
23 · Insurance
total $412,105 · program services $315,324 · management and general $76,384 · fundraising $20,397
-
24a · Other expenses: MISCELLANEOUS BUSINESS EXPENSES
total $1,269,023 · program services $990,433 · management and general $179,719 · fundraising $98,871
-
24b · Other expenses: RECRUITING, INTERVIEW, AND SURVEY INCENTIVES
total $681,812 · program services $410,996 · management and general $259,002 · fundraising $11,814
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,050 · end of year $2,766,868
-
2 · Savings and temporary cash investments
beginning of year $19,500,812 · end of year $21,959,491
-
3 · Pledges and grants receivable
beginning of year $43,400,459 · end of year $42,272,963
-
4 · Accounts receivable
beginning of year $23,756,747 · end of year $13,558,722
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,452,114 · end of year $2,342,697
-
10a · Land, buildings and equipment: cost or other basis
$39,624,690
-
10b · Land, buildings and equipment: accumulated depreciation
$29,208,562
-
10c · Land, buildings and equipment, net
beginning of year $12,357,081 · end of year $10,416,128
-
11 · Investments: publicly traded securities
beginning of year $148,299,665 · end of year $143,178,028
-
12 · Investments: other securities
beginning of year $32,926,172 · end of year $30,398,805
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $60,455,066 · end of year $44,688,235
-
17 · Accounts payable and accrued expenses
beginning of year $12,155,672 · end of year $14,318,906
-
19 · Deferred revenue
beginning of year $3,844,904 · end of year $3,870,743
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $80,238,438 · end of year $57,928,265
-
27 · Net assets without donor restrictions
beginning of year $134,521,495 · end of year $136,568,584
-
28 · Net assets with donor restrictions
beginning of year $111,388,657 · end of year $98,895,439
Mission and programs · 2024
Mission
The Urban Institute is a nonprofit research organization that drives impact by equipping changemakers with evidence and solutions to create a future where every person and community has the opportunity and power to thrive.
Activities or mission (Part I)
The Urban Institute is a nonprofit research organization that applies a range of approaches to examine today's challenges and identify policy solutions that work for people, including research and data analysis, convening, data tools and modeling, strategic advising, program evaluation, and community engagement.
-
SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE RESEARCH TO ACTION LAB IS AN INNOVATION HUB SERVING DECISIONMAKERS AND CREATIVE THINKERS EAGER TO EFFECT SOCIAL CHANGE. WE DRAW ON THE BREADTH AND DEPTH OF THE URBAN INSTITUTE'S RESEARCH INSIGHTS TO TEST NEW STRATEGIES AND DEVELOP CUTTING-EDGE TOOLS, PROGRAMS, AND TRAININGS, AS WELL AS PROVIDE STRATEGIC AND PHILANTHROPIC ADVICE TO PUBLIC, NONPROFIT, AND PRIVATE-SECTOR LEADERS. NIMBLE AND CREATIVE, THE LAB TAKES AN INTEGRATED APPROACH TO HELPING DECISIONMAKERS NAVIGATE CURRENT CHALLENGES AND SEIZE FUTURE OPPORTUNITIES IN LOCALITIES THROUGHOUT THE UNITED STATES. OUR MULTIDISCIPLINARY TEAM OFFERS EXPERTISE IN IDENTIFYING AND CULTIVATING APPROACHES THAT SHAPE PUBLIC DEBATE, IMPROVE DECISIONMAKING, AND SPARK DISRUPTIVE SOLUTIONS TO TODAY'S COMPLEX SOCIAL AND ECONOMIC CHALLENGES.
Expenses $20,028,982 · Grants $3,080,407
-
SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: AT THE CENTER ON LABOR, HUMAN SERVICES, AND POPULATION, WE STUDY HOW FAMILY, YOUTH, AND INDIVIDUAL WELL-BEING IS SHAPED BY ECONOMIC, SOCIAL, AND DEMOGRAPHIC TRENDS, AND HOW POLICIES AND PROGRAMS CAN IMPROVE ECONOMIC SECURITY, WORK, AND CHILD WELFARE AND DEVELOPMENT. UNDERSTANDING HOW FAMILIES ARE FARING IN THE FACE OF ECONOMIC PRESSURES, DEMOGRAPHIC CHANGE, AND PUBLIC HEALTH AND SOCIAL CHALLENGES IS ESSENTIAL FOR POLICYMAKERS AND PRACTITIONERS WHO OVERSEE SOCIAL SERVICES AND PROGRAMS. OUR RESEARCH EXPLORES THE IMPLICATIONS OF THESE CHANGES FOR PEOPLE AND POLICIES.
Expenses $18,395,637 · Grants $1,551,288
-
SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE INCOME AND BENEFITS POLICY CENTER GIVES DECISIONMAKERS CRUCIAL INFORMATION BY PREDICTING HOW POLICY CHANGES WILL AFFECT PEOPLE, PROGRAMS, AND GOVERNMENT. WE ANALYZE FAMILY ECONOMIC WELL-BEING FROM CHILDHOOD THROUGH RETIREMENT AND UNDERTAKE RESEARCH ON A WIDE VARIETY OF ISSUES, INCLUDING INCOME SUPPORT, SOCIAL INSURANCE, TAXES, AND CHILD SUPPORT; EDUCATION AND TRAINING PROGRAMS AND POLICIES; EMPLOYERS, WORKPLACES, AND THE LABOR MARKET; AND WORKFORCE DEVELOPMENT SYSTEMS AND POLICIES. 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 RETIREES. OUR RESEARCH EXPLORES THE IMPLICATIONS OF THESE CHANGES FOR PEOPLE AND POLICIES.
Expenses $14,922,549 · Grants $397,635
-
URBAN CONDUCTED ADDITIONAL PROGRAMMATIC ACTIVITIES INCLUDING RESEARCH AND DATA ANALYSIS, CONVENINGS, DATA TOOLS AND MODELING, STRATEGIC ADVISING, PROGRAM EVALUATION, AND COMMUNITY ENGAGEMENT, THAT FOCUSED ON ECONOMIC AND SOCIAL POLICY ISSUES THAT AFFECT THE WELL-BEING OF PEOPLE AND COMMUNITIES.
Expenses $64,438,985 · Grants $5,372,987 · Revenue $46,571
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
SARAH ROSEN WARTELL
PRESIDENT AND CHIEF EXECUTIVE OFFICER
- Total calculated
- $1,262,624
- From this org
- $971,063
- From related orgs
- $0
- Other
- $291,561
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $725,046
- Bonus
- $175,500
- Other
- $70,517
- Deferred
- $282,820
- Nontaxable benefits
- $8,741
- Filer's total
- $1,262,624
-
ALEXANDRA REEVE GIVENS
TRUSTEE (EFFECTIVE 05/2024)
- Total calculated
- $0
- Hours/week
- 2
-
ANNETTE L NAZARETH
CHAIR (EFFECTIVE 11/2024), VICE CHAIR (THROUGH 11/2024)
- Total calculated
- $0
- Hours/week
- 2
-
ANTHONY A WILLIAMS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
ANTONIA HERNANDEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ARTHUR I SEGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ASHLEY SWEARENGIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAVID A THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DIANA FARRELL
VICE CHAIR (EFFECTIVE 11/2024), TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
EDUARDO J PADRON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
HEATHER HIGGINBOTTOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
J ADAM ABRAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JAMIE S GORELICK
CHAIR (THROUGH 11/2024)
- Total calculated
- $0
- Hours/week
- 2
-
JAY CARNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JOHN GOODMAN
TRUSTEE (EFFECTIVE 05/2024)
- Total calculated
- $0
- Hours/week
- 2
-
JOHN WALLIS ROWE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KARAN BHATIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KENNETH BACON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
M LEE PELTON
TRUSTEE (EFFECTIVE 11/2024)
- Total calculated
- $0
- Hours/week
- 2
-
MARGARET ANADU
TRUSTEE (EFFECTIVE 11/2024)
- Total calculated
- $0
- Hours/week
- 2
-
MARTA TIENDA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARY C DALY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARY J MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL A NUTTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
N GREGORY MANKIW
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
PATTI B SARIS
TRUSTEE (EFFECTIVE 05/2024)
- Total calculated
- $0
- Hours/week
- 2
-
RAPHAEL W BOSTIC
TRUSTEE (EFFECTIVE 11/2024)
- Total calculated
- $0
- Hours/week
- 2
-
ROSIE ALLEN-HERRING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ROY L AUSTIN
TRUSTEE (EFFECTIVE 05/2024)
- Total calculated
- $0
- Hours/week
- 2
-
RUTH MARCUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SHAUN DONOVAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
STACY BROWN-PHILPOT
TRUSTEE (THROUGH 11/2024)
- Total calculated
- $0
- Hours/week
- 2
-
W MATTHEW KELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
WILLIAM E HASLAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ADREA TURNER
CHIEF OF STAFF & CORPORATE SECRETARY (THROUGH 03/2024)
- Total calculated
- $61,247
- From this org
- $54,685
- From related orgs
- $0
- Other
- $6,562
- Hours/week
- 40
-
MATT ROGERS
CHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORATE SECRETARY (EFFECTIVE 03/2024)
- Total calculated
- $241,352
- From this org
- $207,528
- From related orgs
- $0
- Other
- $33,824
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,122
- Bonus
- $0
- Other
- $406
- Deferred
- $19,596
- Nontaxable benefits
- $14,228
- Filer's total
- $241,352
-
ROBERT BUCHANAN
VICE PRESIDENT, CONTROLLER & TREASURER
- Total calculated
- $325,608
- From this org
- $292,576
- From related orgs
- $0
- Other
- $33,032
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $279,354
- Bonus
- $0
- Other
- $13,222
- Deferred
- $26,575
- Nontaxable benefits
- $6,457
- Filer's total
- $325,608
-
GENEVIEVE KENNEY
INSTITUTE FELLOW, RESEARCH
- Total calculated
- $418,828
- From this org
- $349,939
- From related orgs
- $0
- Other
- $68,889
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $337,155
- Bonus
- $0
- Other
- $12,784
- Deferred
- $32,820
- Nontaxable benefits
- $36,069
- Filer's total
- $418,828
-
MARY CUNNINGHAM
SENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS
- Total calculated
- $463,278
- From this org
- $407,826
- From related orgs
- $0
- Other
- $55,452
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $390,393
- Bonus
- $0
- Other
- $17,433
- Deferred
- $32,820
- Nontaxable benefits
- $22,632
- Filer's total
- $463,278
-
MYRA JONES-TAYLOR
SENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS
- Total calculated
- $446,223
- From this org
- $376,572
- From related orgs
- $0
- Other
- $69,651
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $374,416
- Bonus
- $0
- Other
- $2,156
- Deferred
- $32,820
- Nontaxable benefits
- $36,831
- Filer's total
- $446,223
-
TODD GREENE
VICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE
- Total calculated
- $447,129
- From this org
- $397,461
- From related orgs
- $0
- Other
- $49,668
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $349,425
- Bonus
- $30,000
- Other
- $18,036
- Deferred
- $32,820
- Nontaxable benefits
- $16,848
- Filer's total
- $447,129
-
YASMIN KAZZAZ
CHIEF OPERATIONS OFFICER
- Total calculated
- $443,937
- From this org
- $377,915
- From related orgs
- $0
- Other
- $66,022
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $361,576
- Bonus
- $0
- Other
- $16,339
- Deferred
- $32,820
- Nontaxable benefits
- $33,202
- Filer's total
- $443,937
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- IN FEBRUARY 2024, THE ORGANIZATION ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO CODE SECTION 457(F) OF THE INTERNAL REVENUE CODE. THE PLAN AMOUNTS ARE SUBJECT TO SUBSTANTIAL FUTURE SERVICE REQUIREMENTS TO THE ORGANIZATION AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. CONTRIBUTIONS WERE MADE TO THE NONQUALIFIED PLAN ON BEHALF OF THE FOLLOWING LISTED PERSONS IN PART VII: SARAH ROSEN WARTELL: $250,000.
- Schedule J, Part I, Line 7 Non-fixed payments
- The Board of Trustees may use variable compensation to recognize the President's exceptional contribution to overall organizational performance. In February 2024, the President received a non-fixed discretionary bonus for performance in the prior year in the amount presented in Schedule J, Part II, Column B(II).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$491,727
Grant Sub-Award
-
$487,020
Grant Sub-Award
-
County of Minnehaha South Dakota
$400,000
Grant Sub-Award
-
Jobs With Justice Education Fund
$381,640
Grant Sub-Award
-
$381,625
Grant Sub-Award
-
$304,424
Grant Sub-Award
-
$278,316
Grant Sub-Award
-
American Institutes for Research
$272,775
Grant Sub-Award
-
Grant Sub-Award
-
$249,700
Grant Sub-Award
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202533219349307803
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.