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Nonprofiteer
← THE URBAN CHILD INSTITUTE

Form 990 for tax year 2022

Filed by THE URBAN CHILD INSTITUTE.

Totals

Total revenue
-$21,732,635
Total expenses
$12,291,034
Contributions and grants received
$0
Grants paid
$10,830,725
Program service revenue
$0
Investment income
-$21,880,205
Other revenue
$147,570
Total assets, end of year
$122,446,565
Total liabilities, end of year
$6,008,123
Net assets or fund balances, end of year
$116,438,442
Program services expenses (Part IX)
$11,628,016
Management and general expenses
$663,018
Fundraising expenses
$0
Program service expenses (Part III)
$11,628,016

Program services were 94.6% 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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $29,800

  • 6c · Rental income or loss

    real property $29,800 · personal property $0

  • 6d · Net rental income or loss

    total $29,800 · excluded $29,800

  • 7b · Less cost or other basis and sales expenses

    securities $21,880,205

  • 7c · Gain or loss

    securities -$21,880,205 · other assets $0

  • 7d · Net gain or loss

    total -$21,880,205 · unrelated business $184,438 · excluded -$22,064,643

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $117,770 · excluded $117,770

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $117,770

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,830,725 · program services $10,830,725

  • 5 · Compensation of officers, directors and key employees

    total $345,000 · program services $180,000 · management and general $165,000 · fundraising $0

  • 7 · Other salaries and wages

    total $312,432 · program services $280,202 · management and general $32,230

  • 8 · Pension plan contributions

    total $21,764 · program services $15,235 · management and general $6,529

  • 9 · Other employee benefits

    total $80,583 · program services $56,408 · management and general $24,175

  • 10 · Payroll taxes

    total $46,512 · program services $32,558 · management and general $13,954

  • 11c · Fees: accounting

    total $35,524 · management and general $35,524

  • 11f · Fees: investment management

    total $244,391 · management and general $244,391

  • 11g · Fees: other

    total $33,526 · program services $0 · management and general $33,526 · fundraising $0

  • 13 · Office expenses

    total $128,054 · program services $89,638 · management and general $38,416

  • 16 · Occupancy

    total $122,257 · program services $85,580 · management and general $36,677

  • 17 · Travel

    total $422 · management and general $422

  • 19 · Conferences, conventions and meetings

    total $9,839 · management and general $9,839

  • 22 · Depreciation, depletion and amortization

    total $69,481 · program services $48,637 · management and general $20,844

  • 23 · Insurance

    total $4,970 · program services $3,479 · management and general $1,491

  • 24a · Other expenses: DONATED FUNDS

    total $5,554 · program services $5,554

  • 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 $252,238 · end of year $198,228

  • 4 · Accounts receivable

    beginning of year $1,101,822 · end of year $203,450

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,024 · end of year $2,095

  • 10a · Land, buildings and equipment: cost or other basis

    $769,170

  • 10b · Land, buildings and equipment: accumulated depreciation

    $362,992

  • 10c · Land, buildings and equipment, net

    beginning of year $464,526 · end of year $406,178

  • 11 · Investments: publicly traded securities

    beginning of year $147,621,897 · end of year $120,518,658

  • 12 · Investments: other securities

    beginning of year $5,189,561 · end of year $1,117,956

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,341 · end of year $20,904

  • 18 · Grants payable

    beginning of year $4,162,616 · end of year $5,987,219

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $150,462,111 · end of year $116,438,442

Mission and programs · 2022

Mission

THE URBAN CHILD INSTITUTE IS DEDICATED TO PROMOTING THE EDUCATION, HEALTH, AND WELL-BEING OF YOUNG CHILDREN IN SHELBY COUNTY.

Activities or mission (Part I)

THE URBAN CHILD INSTITUTE IS DEDICATED TO PROMOTING THE EDUCATION, HEALTH, AND WELL-BEING OF YOUNG CHILDREN IN SHELBY COUNTY. WE PURSUE THIS GOAL THROUGH INNOVATIVE INITIATIVES FOCUSING PRIMARILY ON PREVENTION AND WELLNESS AS WELL AS ASSOCIATED EDUCATIONAL AND SCIENTIFIC RESEARCH ACTIVITIES. THE INSTITUTE STRIVES TO BE A RECOGNIZED LEADER IN CHILD ADVOCACY, A TRUSTWORTHY COMMUNITY PARTNER AND A SOURCE OF ADVICE AND SUPPORT FOR LIKE-MINDED ORGANIZATIONS.

  • The Urban Child Institute is dedicated to promoting the education, health, and well-being of young children in Shelby County. The Institute strives to be a recognized leader in child advocacy, a trustworthy community partner and a source of advice and support for like-minded organizations. UCI staff made presentations and lead discussions regarding children's health, social and emotional development. UCI staff served as participants and leaders in a variety of child related coalitions that have as a goal bringing community groups with similar interests together in order that they might share experiences, gain insight into what others are doing and potentially develop collaborative projects. In 2022, UCI funded numerous not for profits in Shelby County that have a focus on early childhood. UCI also provided funding to designated (by charter) support organizations: LeBonheur Children's Hospital, University of Tennessee Health Science Center and the University of Memphis. In addition, Porter Leath, the major provider of Early Head Start services was granted funds for their Early Head Start capacity and other related early childhood initiatives.

    Expenses $11,628,016 · Grants $10,830,725

As filed on the 2022 return.

Listed in Part VII

  • Altha Stewart

    BOARD MEMBER

    Total calculated
    $285,232
    From this org
    $0
    From related orgs
    $260,951
    Other
    $24,281
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $260,951 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,281 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $285,232 related

  • Archie Willis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Blair Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Calvin Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Cross

    BOARD MEMBER

    Total calculated
    $301,060
    From this org
    $0
    From related orgs
    $288,760
    Other
    $12,300
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $288,760 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $2,400 related
    Filer's total
    $0 + $301,060 related

  • John Pontius

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jon McCullers

    BOARD MEMBER

    Total calculated
    $707,371
    From this org
    $0
    From related orgs
    $707,371
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $707,371 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $707,371 related

  • Kathleen Mooney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathy Buckman Gibson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Loretta Rudd

    BOARD MEMBER

    Total calculated
    $53,636
    From this org
    $0
    From related orgs
    $53,636
    Other
    $0
    Hours/week
    1

  • Mary McDonald

    BOARD CHAIR

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1

  • Michael Wiggins

    BOARD MEMBER

    Total calculated
    $733,721
    From this org
    $0
    From related orgs
    $733,721
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $733,721 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $733,721 related

  • Susan Elswick

    BOARD MEMBER

    Total calculated
    $130,000
    From this org
    $0
    From related orgs
    $124,000
    Other
    $6,000
    Hours/week
    1

  • Gary Shorb

    Executuve Director

    Total calculated
    $390,000
    From this org
    $180,000
    From related orgs
    $210,000
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $165,000 + $210,000 related
    Bonus
    $15,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $180,000 + $210,000 related

  • Jean Phebus

    Chief Financial Officer

    Total calculated
    $192,264
    From this org
    $161,000
    From related orgs
    $0
    Other
    $31,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,000
    Bonus
    $5,000
    Other
    $0
    Deferred
    $7,800
    Nontaxable benefits
    $23,464
    Filer's total
    $192,264

  • Katherine Bryan

    Program Officer

    Total calculated
    $136,334
    From this org
    $113,286
    From related orgs
    $0
    Other
    $23,048
    Hours/week
    40

  • Katherine Spurlock

    Deputy Director

    Total calculated
    $183,168
    From this org
    $161,000
    From related orgs
    $0
    Other
    $22,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,000
    Bonus
    $5,000
    Other
    $0
    Deferred
    $7,800
    Nontaxable benefits
    $14,368
    Filer's total
    $183,168

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 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349311970

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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