Totals
- Total revenue
- $124,658,351
- Total expenses
- $137,744,133
- Contributions and grants received
- $117,780,179
- Grants paid
- $9,757,525
- Program service revenue
- $0
- Investment income
- $6,958,997
- Other revenue
- -$80,825
- Total assets, end of year
- $342,149,166
- Total liabilities, end of year
- $96,239,014
- Net assets or fund balances, end of year
- $245,910,152
- Program services expenses (Part IX)
- $109,279,563
- Management and general expenses
- $24,054,295
- Fundraising expenses
- $4,410,275
- Program service expenses (Part III)
- $109,279,563
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)
$41,363,168
-
1f · All other contributions, gifts and grants
$76,417,011
-
1g · Noncash contributions included above
$547,970
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $4,329,932 · excluded $4,329,932
-
5 · Royalties
total $1,388 · related or exempt $1,388
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $88,068,846
-
7b · Less cost or other basis and sales expenses
securities $85,439,811
-
7c · Gain or loss
securities $2,629,035 · other assets $0
-
7d · Net gain or loss
total $2,629,065 · excluded $2,629,065
-
10a · Gross sales of inventory
$553
-
10c · Net income from sales of inventory
total $553 · related or exempt $553
-
11a · Other revenue: MISCELLANEOUS
total $17,590 · related or exempt $17,590
-
11b · Other revenue: DATA SUBSCRIPTIONS
total $154,750 · unrelated business $154,750
-
11c · Other revenue: External Events
total $13,625 · unrelated business $13,625
-
11d · All other revenue
total -$268,731 · related or exempt $0 · unrelated business $0 · excluded -$268,731
-
11e · Other revenue, total
-$82,766
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,757,525 · program services $9,757,525
-
5 · Compensation of officers, directors and key employees
total $1,853,467 · program services $187,322 · management and general $1,629,157 · fundraising $36,988
-
7 · Other salaries and wages
total $65,144,849 · program services $51,589,461 · management and general $10,829,273 · fundraising $2,726,115
-
8 · Pension plan contributions
total $5,652,390 · program services $4,435,967 · management and general $978,509 · fundraising $237,914
-
9 · Other employee benefits
total $13,255,570 · program services $10,414,451 · management and general $2,283,712 · fundraising $557,407
-
10 · Payroll taxes
total $5,275,272 · program services $4,090,360 · management and general $964,799 · fundraising $220,113
-
11b · Fees: legal
total $194,077 · program services $12,410 · management and general $181,667
-
11c · Fees: accounting
total $104,674 · management and general $104,674
-
11f · Fees: investment management
total $515,789 · management and general $515,789
-
11g · Fees: other
total $19,994,900 · program services $16,409,352 · management and general $3,531,815 · fundraising $53,733
-
13 · Office expenses
total $776,703 · program services $649,076 · management and general $103,854 · fundraising $23,773
-
14 · Information technology
total $1,985,678 · program services $1,276,779 · management and general $653,494 · fundraising $55,405
-
16 · Occupancy
total $6,743,855 · program services $5,792,313 · management and general $686,342 · fundraising $265,200
-
17 · Travel
total $983,118 · program services $887,133 · management and general $82,385 · fundraising $13,600
-
19 · Conferences, conventions and meetings
total $206,998 · program services $174,202 · management and general $28,035 · fundraising $4,761
-
20 · Interest
total $165 · management and general $165
-
22 · Depreciation, depletion and amortization
total $2,514,149 · program services $2,038,617 · management and general $383,725 · fundraising $91,807
-
23 · Insurance
total $410,178 · program services $317,408 · management and general $78,221 · fundraising $14,549
-
24a · Other expenses: Miscellaneous business expenses
total $1,232,192 · program services $683,140 · management and general $451,241 · fundraising $97,811
-
24b · Other expenses: Recruiting, interview, and survey incentives
total $1,142,584 · program services $564,047 · management and general $567,438 · fundraising $11,099
-
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 $34,766 · end of year $1,050
-
2 · Savings and temporary cash investments
beginning of year $16,805,464 · end of year $19,500,812
-
3 · Pledges and grants receivable
beginning of year $37,234,415 · end of year $43,400,459
-
4 · Accounts receivable
beginning of year $29,105,328 · end of year $23,756,747
-
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 $2,024,467 · end of year $1,452,114
-
10a · Land, buildings and equipment: cost or other basis
$38,837,147
-
10b · Land, buildings and equipment: accumulated depreciation
$26,480,066
-
10c · Land, buildings and equipment, net
beginning of year $14,239,907 · end of year $12,357,081
-
11 · Investments: publicly traded securities
beginning of year $146,464,385 · end of year $148,299,665
-
12 · Investments: other securities
beginning of year $35,861,130 · end of year $32,926,172
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $65,731,134 · end of year $60,455,066
-
17 · Accounts payable and accrued expenses
beginning of year $12,367,336 · end of year $12,155,672
-
19 · Deferred revenue
beginning of year $2,932,997 · end of year $3,844,904
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $86,207,817 · end of year $80,238,438
-
27 · Net assets without donor restrictions
beginning of year $129,769,656 · end of year $134,521,495
-
28 · Net assets with donor restrictions
beginning of year $116,223,190 · end of year $111,388,657
Mission and programs · 2023
Mission
The Urban Institute is a nonprofit research organization that provides data and evidence to help advance upward mobility and equity. We are a trusted source for changemakers who seek to strengthen decision making, create inclusive economic growth, and improve the well-being of families and communities. For more than 50 years, Urban has delivered facts that inspire solutions - and this remains our charge today.
Activities or mission (Part I)
The Urban Institute is a nonprofit research organization that provides data and evidence to help advance upward mobility and equity.
-
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 $19,528,639 · Grants $3,409,953
-
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 AND CONTRIBUTES TO THE EVOLVING CONVERSATION ABOUT GROWING INEQUITIES AND THE PERSISTENCE OF STRUCTURAL RACISM.
Expenses $16,415,167 · Grants $901,888
-
SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: FOR NEARLY 40 YEARS, THE HEALTH POLICY CENTER HAS HELPED LAWMAKERS UNDERSTAND THE SCOPE OF THE COUNTRY'S HEALTH CARE PROBLEMS AND COSTS, EVALUATED HOW PUBLIC POLICIES AFFECT LIVES AND COMMUNITIES, AND PROVIDED INSIGHTS ABOUT PAYMENT AND SERVICE DELIVERY REFORMS. WE UNDERSTAND THE MYRIAD FACTORS THAT CAN INFLUENCE A PERSON'S HEALTH, AND OUR RESEARCH TOOLS ALLOW US TO TRACK AND PREDICT TRENDS AND OUTCOMES RIGOROUSLY AND ACCURATELY. IN OUR WORK ANALYZING EMPLOYER-BASED COVERAGE, MEDICARE AND MEDICAID, THE HEALTH CARE SAFETY NET, AND STATE AND LOCAL INITIATIVES TO IMPROVE POPULATION HEALTH, WE ARE PROVIDING THE ANSWERS DECISIONMAKERS NEED TO ADDRESS HEALTH PROBLEMS IN AMERICA.
Expenses $14,737,978 · Grants $130,000
-
OTHER PROGRAM SERVICES CENTER ON NONPROFITS AND PHILANTHROPY CENTER ON EDUCATION DATA AND POLICY HOUSING FINANCE POLICY CENTER INCOME AND BENEFITS POLICY CENTER JUSTICE POLICY CENTER METROPOLITAN HOUSING AND COMMUNITIES POLICY CENTER OFFICE OF RACE AND EQUITY RESEARCH STATISTICAL METHODS GROUP URBAN-BROOKINGS TAX POLICY CENTER
Expenses $58,597,779 · Grants $5,054,995
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sarah Rosen WartellSARAH ROSEN WARTELL
PRESIDENT
- Total calculated
- $1,022,915
- From this org
- $982,774
- From related orgs
- $0
- Other
- $40,141
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $982,774
- Bonus
- $0
- Other
- $0
- Deferred
- $31,400
- Nontaxable benefits
- $8,741
- Filer's total
- $1,022,915
-
Annette L NazarethANNETTE L NAZARETH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Anthony A WilliamsANTHONY A WILLIAMS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Antonia HernandezANTONIA HERNANDEZ
- Total calculated
- $0
- Hours/week
- 2
-
Arthur I SegelARTHUR I SEGEL
- Total calculated
- $0
- Hours/week
- 2
-
Ashley SwearenginASHLEY SWEARENGIN
- Total calculated
- $0
- Hours/week
- 2
-
Charles H RamseyCHARLES H RAMSEY
- Total calculated
- $0
- Hours/week
- 2
-
David ThomasDAVID THOMAS
- Total calculated
- $0
- Hours/week
- 2
-
Diana FarrellDIANA FARRELL
- Total calculated
- $0
- Hours/week
- 2
-
Eduardo PadronEDUARDO PADRON
- Total calculated
- $0
- Hours/week
- 2
-
Heather HigginbottomHEATHER HIGGINBOTTOM
- Total calculated
- $0
- Hours/week
- 2
-
J Adam AbramJ ADAM ABRAM
- Total calculated
- $0
- Hours/week
- 2
-
Jamie S GorelickJAMIE S GORELICK
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jay CarneyJAY CARNEY
- Total calculated
- $0
- Hours/week
- 2
-
John Wallis RoweJOHN WALLIS ROWE
- Total calculated
- $0
- Hours/week
- 2
-
Karan BhatiaKARAN BHATIA
- Total calculated
- $0
- Hours/week
- 2
-
Kate BaickerKATE BAICKER
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth BaconKENNETH BACON
- Total calculated
- $0
- Hours/week
- 2
-
Margaret A HamburgMARGARET A HAMBURG
- Total calculated
- $0
- Hours/week
- 2
-
Marta TiendaMARTA TIENDA
- Total calculated
- $0
- Hours/week
- 2
-
Mary J MillerMARY J MILLER
- Total calculated
- $0
- Hours/week
- 2
-
Michael A NutterMICHAEL A NUTTER
- Total calculated
- $0
- Hours/week
- 2
-
N Gregory MankiwN GREGORY MANKIW
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Neel KashkariNEEL KASHKARI
- Total calculated
- $0
- Hours/week
- 2
-
Shaun DonovanSHAUN DONOVAN
- Total calculated
- $0
- Hours/week
- 2
-
Stacy Brown-PhilpotSTACY BROWN-PHILPOT
- Total calculated
- $0
- Hours/week
- 2
-
W Matthew KellyW MATTHEW KELLY
- Total calculated
- $0
- Hours/week
- 2
-
William E HaslamWILLIAM E HASLAM
- Total calculated
- $0
- Hours/week
- 2
-
Adrea TurnerADREA TURNER
CHIEF OF STAFF
- Total calculated
- $234,243
- From this org
- $205,294
- From related orgs
- $0
- Other
- $28,949
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,294
- Bonus
- $0
- Other
- $0
- Deferred
- $19,105
- Nontaxable benefits
- $9,844
- Filer's total
- $234,243
-
Eric HowellERIC HOWELL
SENIOR VICE PRESIDENT OF FINANCE, OPERATIONS, AND BUSINESS STRATEGY
- Total calculated
- $281,633
- From this org
- $273,443
- From related orgs
- $0
- Other
- $8,190
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $273,443
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,190
- Filer's total
- $281,633
-
Robert BuchananROBERT BUCHANAN
VICE PRESIDENT, CONTROLLER & TREASURER
- Total calculated
- $314,934
- From this org
- $283,114
- From related orgs
- $0
- Other
- $31,820
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $283,114
- Bonus
- $0
- Other
- $0
- Deferred
- $25,822
- Nontaxable benefits
- $5,998
- Filer's total
- $314,934
-
Genevieve KenneyGENEVIEVE KENNEY
VICE PRESIDENT, HEALTH POLICY
- Total calculated
- $421,776
- From this org
- $359,242
- From related orgs
- $0
- Other
- $62,534
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $359,242
- Bonus
- $0
- Other
- $0
- Deferred
- $31,400
- Nontaxable benefits
- $31,134
- Filer's total
- $421,776
-
Kimberlyn LearyKIMBERLYN LEARY
SENIOR VICE PRESIDENT
- Total calculated
- $497,642
- From this org
- $441,061
- From related orgs
- $0
- Other
- $56,581
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $441,061
- Bonus
- $0
- Other
- $0
- Deferred
- $31,400
- Nontaxable benefits
- $25,181
- Filer's total
- $497,642
-
Shrita HernandezSHRITA HERNANDEZ
CHIEF COMMUNICATIONS OFFICER
- Total calculated
- $368,848
- From this org
- $327,500
- From related orgs
- $0
- Other
- $41,348
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $327,500
- Bonus
- $0
- Other
- $0
- Deferred
- $31,544
- Nontaxable benefits
- $9,804
- Filer's total
- $368,848
-
Stephen ZuckermanSTEPHEN ZUCKERMAN
VICE PRESIDENT, HEALTH POLICY
- Total calculated
- $421,596
- From this org
- $359,062
- From related orgs
- $0
- Other
- $62,534
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $359,062
- Bonus
- $0
- Other
- $0
- Deferred
- $31,400
- Nontaxable benefits
- $31,134
- Filer's total
- $421,596
-
Todd GreeneTODD GREENE
INSTITUTE FELLOW AND EXECUTIVE DIRECTOR
- Total calculated
- $429,075
- From this org
- $383,321
- From related orgs
- $0
- Other
- $45,754
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $383,321
- Bonus
- $0
- Other
- $0
- Deferred
- $31,400
- Nontaxable benefits
- $14,354
- Filer's total
- $429,075
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
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- Eric Howell - $190,000
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
-
WorkHands Inc
$599,653
Grant Sub-Award
-
Grant Sub-Award
-
Grant Sub-Award
-
Rutgers University
$287,104
Grant Sub-Award
-
$283,768
Grant Sub-Award
-
Stanford Leland Junior University
$258,874
Grant Sub-Award
-
Adept ID Inc
$243,272
Grant Sub-Award
-
$206,998
Grant Sub-Award
-
Grant Sub-Award
-
$180,466
Grant Sub-Award
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442629349301044
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.