Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
THE URBAN INSTITUTE
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
500 LENFANT PLAZA SW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20024
D Employer identification number

52-0880375
E Telephone number

G Gross receipts $ 176,528,523
F Name and address of principal officer:
SARAH ROSEN WARTELL
500 LENFANT PLAZA SW
WASHINGTON,DC20024
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.URBAN.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1968
M State of legal domicile: DE
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 32
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 31
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 748
6 Total number of volunteers (estimate if necessary) ............. 6 59
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 99,983
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 73,631
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 117,780,179 116,586,031
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,958,997 8,928,338
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -80,825 4,078,081
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 124,658,351 129,592,450
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,757,525 10,402,317
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 91,181,548 99,990,080
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 5,808,934    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 36,805,060 38,071,438
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 137,744,133 148,463,835
19 Revenue less expenses. Subtract line 18 from line 12....... -13,085,782 -18,871,385
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 342,149,166 311,581,937
21 Total liabilities (Part X, line 26)............. 96,239,014 76,117,914
22 Net assets or fund balances. Subtract line 21 from line 20..... 245,910,152 235,464,023
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 20,028,982 including grants of $ 3,080,407 ) (Revenue $   )
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.
4b (Code:   ) (Expenses $ 18,395,637 including grants of $ 1,551,288 ) (Revenue $   )
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.
4c (Code:   ) (Expenses $ 14,922,549 including grants of $ 397,635 ) (Revenue $   )
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.
(Code:   ) (Expenses $ 64,438,985 including grants of $ 5,372,987 ) (Revenue $ 46,571 )
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.
4d Other program services (Describe in Schedule O.)
(Expenses $ 64,438,985 including grants of $ 5,372,987 ) (Revenue $ 46,571 )
4e Total program service expenses117,786,153
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
589
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
748
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
32
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
31
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA , FL , GA , AL , HI , IL , KS , KY , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , ND , OR , PA , RI , SC , TN , VA , AR , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
TRACEY PATILLO JOHNSON500 LENFANT PLAZA SW   WASHINGTON,DC20024 (202) 833-7200
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) SARAH ROSEN WARTELL......................................................................
PRESIDENT AND CHIEF EXECUTIVE OFFICER
 40.0
.................
  		X   X       971,063 0 291,561
(2) ALEXANDRA REEVE GIVENS......................................................................
TRUSTEE (EFFECTIVE 05/2024)
 2.0
.................
  		X           0 0 0
(3) ANNETTE L NAZARETH......................................................................
CHAIR (EFFECTIVE 11/2024), VICE CHAIR (THROUGH 11/2024)
 2.0
.................
  		X           0 0 0
(4) ANTHONY A WILLIAMS......................................................................
VICE CHAIR
 2.0
.................
  		X           0 0 0
(5) ANTONIA HERNANDEZ......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(6) ARTHUR I SEGEL......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(7) ASHLEY SWEARENGIN......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(8) DAVID A THOMAS......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(9) DIANA FARRELL......................................................................
VICE CHAIR (EFFECTIVE 11/2024), TRUSTEE
 2.0
.................
  		X           0 0 0
(10) EDUARDO J PADRON......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(11) HEATHER HIGGINBOTTOM......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(12) J ADAM ABRAM......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(13) JAMIE S GORELICK......................................................................
CHAIR (THROUGH 11/2024)
 2.0
.................
  		X           0 0 0
(14) JAY CARNEY......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(15) JOHN GOODMAN......................................................................
TRUSTEE (EFFECTIVE 05/2024)
 2.0
.................
  		X           0 0 0
(16) JOHN WALLIS ROWE......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
(17) KARAN BHATIA......................................................................
TRUSTEE
 2.0
.................
  		X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KENNETH BACON........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(19) M LEE PELTON........................................................................
TRUSTEE (EFFECTIVE 11/2024)
 2.0
.......................   		X           0 0 0
(20) MARGARET ANADU........................................................................
TRUSTEE (EFFECTIVE 11/2024)
 2.0
.......................   		X           0 0 0
(21) MARTA TIENDA........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(22) MARY C DALY........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(23) MARY J MILLER........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(24) MICHAEL A NUTTER........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(25) N GREGORY MANKIW........................................................................
VICE CHAIR
 2.0
.......................   		X           0 0 0
(26) PATTI B SARIS........................................................................
TRUSTEE (EFFECTIVE 05/2024)
 2.0
.......................   		X           0 0 0
(27) RAPHAEL W BOSTIC........................................................................
TRUSTEE (EFFECTIVE 11/2024)
 2.0
.......................   		X           0 0 0
(28) ROSIE ALLEN-HERRING........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(29) ROY L AUSTIN........................................................................
TRUSTEE (EFFECTIVE 05/2024)
 2.0
.......................   		X           0 0 0
(30) RUTH MARCUS........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(31) SHAUN DONOVAN........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(32) STACY BROWN-PHILPOT........................................................................
TRUSTEE (THROUGH 11/2024)
 2.0
.......................   		X           0 0 0
(33) W MATTHEW KELLY........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(34) WILLIAM E HASLAM........................................................................
TRUSTEE
 2.0
.......................   		X           0 0 0
(35) ADREA TURNER........................................................................
CHIEF OF STAFF & CORPORATE SECRETARY (THROUGH 03/2024)
 40.0
.......................   		    X       54,685 0 6,562
(36) MATT ROGERS........................................................................
CHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORATE SECRETARY (EFFECTIVE 03/2024)
 40.0
.......................   		    X       207,528 0 33,824
(37) ROBERT BUCHANAN........................................................................
VICE PRESIDENT, CONTROLLER & TREASURER
 40.0
.......................   		    X       292,576 0 33,032
(38) GENEVIEVE KENNEY........................................................................
INSTITUTE FELLOW, RESEARCH
 40.0
.......................   		        X   349,939 0 68,889
(39) MARY CUNNINGHAM........................................................................
SENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS
 40.0
.......................   		        X   407,826 0 55,452
(40) MYRA JONES-TAYLOR........................................................................
SENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS
 40.0
.......................   		        X   376,572 0 69,651
(41) TODD GREENE........................................................................
VICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE
 40.0
.......................   		        X   397,461 0 49,668
(42) YASMIN KAZZAZ........................................................................
CHIEF OPERATIONS OFFICER
 40.0
.......................   		        X   377,915 0 66,022
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 3,435,565 0 674,661
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 335
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
MATHEMATICA INC

1100 First St NE
Suite 1200
Washington,DC20002 		SUBCONTRACT/CONSULTING 1,853,741
GRANT THORNTON LLP

1250 CONNECTICUT AVE NW
SUITE 400
WASHINGTON,DC20036 		SUBCONTRACT/CONSULTING 1,079,049
DALBERG ADVISORS

1401 K ST NW
SUITE 900
WASHINGTON,DC20005 		SUBCONTRACT/CONSULTING 1,008,032
AUS Inc

155 GAITHER DRIVE
SUITE A
MOUNT LAUREL,NJ08054 		SUBCONTRACT/CONSULTING 972,605
RESEARCH TRIANGLE INSTITUTE

3040 EAST CORNWALLIS RD
DURHAM,NC27713 		SUBCONTRACT/CONSULTING 874,612
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 73
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 40,446,011
f All other contributions, gifts, grants, and similar amounts not included above1f 76,140,020
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 116,586,031
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 0
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 4,545,070   -25,245 4,570,315
4 Income from investment of tax-exempt bond proceeds        
5 Royalties........... 3,474 3,474    
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 51,319,341  
b Less: cost or other basis and sales expenses 7b 46,936,073  
c Gain or (loss) 7c 4,383,268 0
d Net gain or (loss)......... 4,383,268     4,383,268
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a 289
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory.. 289 289    
OtherRevenueMiscAmt
Business Code
11a MISCELLANEOUS 900099 3,906,282     3,906,282
b DATA SUBSCRIPTIONS 900099 114,650 33,308 81,342  
c EXTERNAL EVENTS 900099 53,386 9,500 43,886  
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 4,074,318
12 Total revenue. See instructions..... 129,592,450 46,571 99,983 12,859,865
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 10,216,489 10,216,489
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 185,828 185,828
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,638,136 28,023 1,605,165 4,948
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 70,765,161 55,586,242 11,616,453 3,562,466
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 6,398,498 4,987,186 1,088,842 322,470
9 Other employee benefits ....... 15,363,756 11,815,929 2,784,004 763,823
10 Payroll taxes ........... 5,824,529 4,483,077 1,051,521 289,931
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 563,908 48,719 515,189  
c Accounting ........... 256,344   256,344  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 426,202   426,202  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 19,014,348 16,705,009 2,285,417 23,922
12 Advertising and promotion ....        
13 Office expenses ....... 645,783 567,733 52,348 25,702
14 Information technology ...... 2,113,322 1,343,451 685,790 84,081
15 Royalties ..        
16 Occupancy ........... 8,523,369 6,557,433 1,540,530 425,406
17 Travel ............ 1,127,187 1,015,059 90,325 21,803
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 281,525 236,776 36,830 7,919
20 Interest ........... 3,835   3,835  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 2,752,675 2,292,446 314,848 145,381
23 Insurance ... 412,105 315,324 76,384 20,397
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MISCELLANEOUS BUSINESS EXPENSES 1,269,023 990,433 179,719 98,871
b RECRUITING, INTERVIEW, AND SURVEY INCENTIVES 681,812 410,996 259,002 11,814
c
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 148,463,835 117,786,153 24,868,748 5,808,934
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,050 1 2,766,868
2 Savings and temporary cash investments ......... 19,500,812 2 21,959,491
3 Pledges and grants receivable, net ...... 43,400,459 3 42,272,963
4 Accounts receivable, net ............. 23,756,747 4 13,558,722
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 1,452,114 9 2,342,697
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 39,624,690
b Less: accumulated depreciation 10b 29,208,562 12,357,081 10c 10,416,128
11 Investments—publicly traded securities . 148,299,665 11 143,178,028
12 Investments—other securities. See Part IV, line 11 ..... 32,926,172 12 30,398,805
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 60,455,066 15 44,688,235
16 Total assets. Add lines 1 through 15 (must equal line 33)... 342,149,166 16 311,581,937
Liabilities 17 Accounts payable and accrued expenses ..... 12,155,672 17 14,318,906
18 Grants payable ...   18  
19 Deferred revenue ......... 3,844,904 19 3,870,743
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 80,238,438 25 57,928,265
26 Total liabilities. Add lines 17 through 25.. 96,239,014 26 76,117,914
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 134,521,495 27 136,568,584
28 Net assets with donor restrictions ........... 111,388,657 28 98,895,439
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 245,910,152 32 235,464,023
33 Total liabilities and net assets/fund balances ........ 342,149,166 33 311,581,937
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
129,592,450
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
148,463,835
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-18,871,385
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
245,910,152
5
Net unrealized gains (losses) on investments ...............
5
8,429,137
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
-3,881
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
235,464,023
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
THE URBAN INSTITUTE
 
Employer identification number

52-0880375
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 108,790,942 144,104,296 138,719,045 117,780,179 116,586,031 625,980,493
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 1,310 1,118 925 553 289 4,195
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge           0
6 Total. Add lines 1 through 5 108,792,252 144,105,414 138,719,970 117,780,732 116,586,320 625,984,688
7a Amounts included on lines 1, 2, and 3 received from disqualified persons 0 0 0 0 0 0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 0 0 0 0 0 0
c Add lines 7a and 7b.. 0 0 0 0 0 0
8 Public support. (Subtract line 7c from line 6.) 625,984,688
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6... 108,792,252 144,105,414 138,719,970 117,780,732 116,586,320 625,984,688
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,209,958 1,296,772 2,243,585 4,331,319 4,548,544 13,630,178
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 1,209,958 1,296,772 2,243,585 4,331,319 4,548,544 13,630,178
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.   16,998   51,638   68,636
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. 43,419 19,970 9,515 -251,141 3,906,282 3,728,045
13 Total support. (Add lines 9, 10c, 11, and 12.).. 110,045,629 145,439,154 140,973,070 121,912,548 125,041,146 643,411,547
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
97.291 %
16
16
98.11 %
Section D. Computation of Investment Income Percentage
17
17
2 %
18
18
2 %
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part III, Line 12 Other Income DESCRIPTION - ADJUSTMENT TO UNCOLLECTIBLE ALLOWANCE & OTHER MISCELLANEOUS, COLUMN A - 43419.0, COLUMN B - 19970.0, COLUMN C - 9515.0, COLUMN D - -251141.0, COLUMN E - 3906282.0, COLUMN F - 3728045.0;
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE URBAN INSTITUTE
 
Employer identification number

52-0880375
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE URBAN INSTITUTE
  		Employer identification number
52-0880375
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE URBAN INSTITUTE
  		Employer identification number

52-0880375
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE URBAN INSTITUTE
  		Employer identification number

52-0880375
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
THE URBAN INSTITUTE
 
Employer identification number

52-0880375
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 149,772,426 137,627,627 165,171,639 149,982,144 135,626,086
b Contributions ...       3,923 19,060
c Net investment earnings, gains, and losses 15,811,950 17,817,981 -25,603,135 19,309,712 18,400,656
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		9,644,000 5,228,013 1,235,748 3,138,585 3,231,274
f Administrative expenses .... 372,221 445,169 705,129 985,555 832,384
g End of year balance ...... 155,568,155 149,772,426 137,627,627 165,171,639 149,982,144
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow94.76 %
b
Permanent endowment right arrow2.25 %
c
Term endowment right arrow2.99 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   20,635,331 11,860,571 8,774,760
d Equipment ....   14,068,206 12,459,847 1,608,359
e Other .....   4,921,153 4,888,144 33,009
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 10,416,128
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) Closely-held equity interests		    

(B) Financial derivatives		    

(C) ALTERNATIVE INVESTMENTS		 30,398,805 F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 30,398,805
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)RIGHT OF USE ASSETS 44,688,235
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 44,688,235
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Federal Income Taxes  
LEASE LIABILITIES 57,928,265







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 57,928,265
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 137,591,505
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 8,425,257
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d ..................... 2e 8,425,257
3 Subtract line 2e from line 1.................. 3 129,166,248
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 426,202
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b.................... 4c 426,202
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 129,592,450
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 148,037,633
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 148,037,633
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 426,202
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b..................... 4c 426,202
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 148,463,835
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds MODEST PORTIONS OF THE ENDOWMENT FUNDS ARE USED EACH YEAR TO SUPPORT ON-GOING ORGANIZATIONAL HEALTH. IN ADDITION, THE BOARD OF TRUSTEES HAS ESTABLISHED A POLICY THAT ADDITIONAL FUNDS MAY BE UTILIZED IF THE BOARD, DURING THE ANNUAL BUDGET REVIEW PROCESS, DETERMINES THAT THE USES OF THOSE ADDITIONAL FUNDS ARE IMPORTANT, STRATEGIC, AND SUPPORT ACHIEVEMENT OF THE URBAN INSTITUTE'S MISSION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Under provisions of the Internal Revenue Code (IRC) Section 501(c)(3) and the applicable regulations of the District of Columbia, the Institute is exempt from taxes on income other than unrelated business income. The Institute incurred unrelated business income tax expense amounting to $20,700 and $14,275 for the years ended December 31, 2024 and 2023, respectively. The Institute is not a private foundation under section 509(a)(1) of the IRC. 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, 2020 AND PRIOR. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUTE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
THE URBAN INSTITUTE
 
Employer identification number

52-0880375
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
North America (Canada & Mexico only) 0 0 Grantmaking   185,828
North America (Canada & Mexico only) 0 0 Program Services Fieldwork 7,302
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 193,130
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 193,130
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
North America (Canada & Mexico only) SUBGRANT 185,828 WIRE      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
1
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds URBAN INSTITUTE PRIMARILY CONDUCTS ITS GRANTMAKING AND PROGRAMMATIC ACTIVITIES WITHIN THE UNITED STATES. IN THE RARE INSTANCES WHERE GRANTS OR OTHER ASSISTANCE ARE PROVIDED TO ENTITIES OUTSIDE THE U.S, URBAN APPLIES THE SAME RIGOROUS STANDARDS AND OVERSIGHT PROCEDURES USED FOR DOMESTIC GRANTS. ALL GRANTEES ARE REQUIRED TO SUBMIT A PROPOSED BUDGET AND JUSTIFICATION, WHICH ARE REVIEWED TO ENSURE THAT COSTS ARE NECESSARY, REASONABLE, ALLOWABLE, AND ALLOCABLE UNDER APPLICABLE GUIDELINES. EACH GRANT AGREEMENT CLEARLY DEFINES THE FUNDED PROJECT OR SCOPE OF WORK TO BE PERFORMED, INCLUDING EXPECTED DELIVERABLES WHERE APPROPRIATE. MONITORING OF INTERNATIONAL GRANTS IS CONDUCTED BY PROJECT DIRECTORS, WITH SUPPORT FROM ADMINISTRATIVE STAFF ACROSS DEPARTMENTS. OVERSIGHT PROCEDURES MAY INCLUDE NARRATIVE PROGRESS REPORTS, FINANCIAL REPORTING, MILESTONE TRACKING, AND REGULAR COMMUNICATION WITH THE GRANTEE. THESE PROCEDURES ARE TAILORED TO THE NATURE AND SCOPE OF THE FUNDED WORK AND ARE DESIGNED TO ENSURE COMPLIANCE WITH GRANT TERMS AND SATISFACTORY PROGRESS TOWARD PROGRAM GOALS. IN SOME CASES, FUNDERS MAY IMPOSE ADDITIONAL REQUIREMENTS FOR INTERNATIONAL GRANTEES. WHILE THESE ARE NOT TYPICAL FOR URBAN'S OPERATIONS, THE ORGANIZATION COMPLIES WITH SUCH STIPULATIONS WHEN REQUIRED, AS PART OF ITS COMMITMENT TO TRANSPARENCY AND ACCOUNTABILITY.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1




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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
THE URBAN INSTITUTE
 
Employer identification number
52-0880375
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Adept ID Inc
184 High Street
Suite 602
Boston,MA02110 		85-2665902   33,514       Grant Sub-Award
(2) American Indian College Fund
8333 Greenwood Blvd
Denver,CO80221 		52-1573446 501(C)(3) 22,000       Grant Sub-Award
(3) American Institutes for Research
1400 Crystal Dr
Arlington,VA22202 		25-0965219 501(C)(3) 272,775       Grant Sub-Award
(4) Arab-American Family Support Ctr Inc
150 Court St
Fl 3
Brooklyn,NY11201 		11-3167245 501(C)(3) 39,728       Grant Sub-Award
(5) Asian Community & Cultural Center
144 North 44th Street
Lincoln,NE68503 		47-0807501 501(C)(3) 25,921       Grant Sub-Award
(6) Association for Enterprise Opp Inc
1310 L St NW
Washington,DC20005 		36-3834357 501(c)(3) 100,550       Grant Sub-Award
(7) Bay Area Women Coalition Inc
1717 Jessie Street
Mobile,AL36617 		63-1195628 501(C)(3) 33,144       Grant Sub-Award
(8) Birmingham AIDS Outreach
205 32nd Street South
Birmingham,AL35233 		63-0948495 501(c)(3) 56,023       Grant Sub-Award
(9) Board of Regents of the Uni of WI Sys
21 N Park St
Madison,WI537151218 		39-6006492   126,013       Grant Sub-Award
(10) Brandeis University
415 South Street
Waltham,MA02453 		04-2103552 501(C)(3) 78,082       Grant Sub-Award
(11) Cal Poly Corporation
1 Grand Avenue
San Luis Obispo,CA93407 		95-1648180 501(c)(3) 10,000       Grant Sub-Award
(12) California Partnership for Safe Communities
1301 Clay St
72346
Oakland,CA94612 		45-3127566 501(C)(3) 39,924       Grant Sub-Award
(13) California State University Channel Islands
1 University Drive
Camarillo,CA93012 		91-2153805   30,000       Grant Sub-Award
(14) Casa San Jose
2116 Broadway Avenue
Pittsburgh,PA15216 		46-4729004 501(C)(3) 32,467       Grant Sub-Award
(15) Chapin Hall Center for Children
1313 East 60th Street
Chicago,IL60637 		36-2167012 501(C)(3) 9,941       Grant Sub-Award
(16) Child Trends Inc
12300 Twinbrook Parkway
Suite 235
Rockville,MD20852 		13-2982969 501(C)(3) 68,503       Grant Sub-Award
(17) Chippewa Valley Technical College
620 W Clairemont Avenue
Eau Claire,WI54701 		39-1096972   17,500       Grant Sub-Award
(18) City Colleges of Chicago Foundation
180 N Wabash Ave
Suite 200
Chicago,IL60601 		36-3157624 501(C)(3) 45,000       Grant Sub-Award
(19) City of Philadelphia
1617 JFK Blvd Suite 1800
Philadelphia,PA19103 		23-6003047 GOVERNMENT 111,108       Grant Sub-Award
(20) Clear Creek Creative
PO Box 195
Bighill,KY40405 		46-4324070   381,625       Grant Sub-Award
(21) Colorado Department of Corrections
PO Box 1010
Canon City,CO812151010 		84-0644739 GOVERNMENT 40,000       Grant Sub-Award
(22) Common Future
2323 Broadway
Oakland,CA94612 		20-1544255 501(c)(3) 69,429       Grant Sub-Award
(23) Communications Workers of America
501 3rd Street NW
Washington,DC20001 		53-0246709 501(C)(5) 34,191       Grant Sub-Award
(24) Community Information Now
7411 John Smith Dr
Suite 1100
San Antonio,TX78229 		81-5286030 501(C)(3) 50,000       Grant Sub-Award
(25) Community of Hope Inc
4 Atlantic Street SW
Washington,DC20032 		52-1184749 501(C)(3) 32,770       Grant Sub-Award
(26) Community Partners
1000 North Alameda Street
Los Angeles,CA90012 		95-4302067 501(c)(3) 123,501       Grant Sub-Award
(27) Correctional Leaders Association
PO Box 102
Iona,ID83437 		84-3333378 501(C)(3) 6,285       Grant Sub-Award
(28) Council of State Governments
1776 Avenue of the States
Lexington,KY40511 		36-6000818 501(C)(3) 100,841       Grant Sub-Award
(29) County of Allegheny
1 Smithfield Street
Pittsburgh,PA15222 		25-6001017 GOVERNMENT 26,724       Grant Sub-Award
(30) County of Charleston
5010 Lawyers Lane
North Charleston,SC294187609 		57-6001289 GOVERNMENT 278,316       Grant Sub-Award
(31) County of Milwaukee
600 W Walnut St
Suite 100
Milwaukee,WI53212 		39-6005720 GOVERNMENT 29,330       Grant Sub-Award
(32) County of Minnehaha South Dakota
231 N Dakota Avenue
Sioux Falls,ND57117 		46-6000426 GOVERNMENT 400,000       Grant Sub-Award
(33) Curators of the University of Missouri
PO 807012
Kansas City,MO641807012 		26-6440629 501(C)(3) 103,160       Grant Sub-Award
(34) DC Policy Center
1310 L ST NW SUITE 325
Washington,DC20005 		82-2380479 501(c)(3) 85,752       Grant Sub-Award
(35) Diablo Valley College
321 Golf Club Road
Pleasant Hill,CA94523 		68-0342035   17,500       Grant Sub-Award
(36) East Harris County Empowerment Council
11821 East FWY Suite 500
Houston,TX77029 		27-0377576 501(C)(3) 34,360       Grant Sub-Award
(37) Eden Youth and Family Center
680 Tennyson Road
Hayward,CA94544 		94-2442586 501(C)(3) 52,115       Grant Sub-Award
(38) Education Design Lab
1200 18th St NW
710
Washington,DC20036 		46-4248042 501(c)(3) 52,499       Grant Sub-Award
(39) El Buen Samaritano Episcopal Mission
7000 Woodhue Drive
Austin,TX78745 		74-2488682 501(C)(3) 64,035       Grant Sub-Award
(40) Ethiopian and Eritrean Cultural and Resource Center
1515 SE 122nd Avenue
Suite 1509A
Portland,OR97233 		52-2848405 501(C)(3) 34,521       Grant Sub-Award
(41) Fresno Interdenominational Refugee Ministries
1940 North Fresno Street
Fresno,CA93703 		77-0357297 501(C)(3) 33,241       Grant Sub-Award
(42) George Washington University
44983 Knoll Square
Suite 290
Ashburn,VA20147 		53-0196584 501(C)(3) 115,181       Grant Sub-Award
(43) Georgia Public Defense Foundation Inc
270 Washington St SW
Suite 6079
Atlanta,GA30334 		82-1697389 501(C)(3) 30,000       Grant Sub-Award
(44) The Greater Louisville Workforce Development Board
410 West Chestnut Street
Suite 200
Louisville,KY40202 		46-4856936   109,928       Grant Sub-Award
(45) Guiding Right Inc
1420 Northeast 23rd Street
Oklahoma City,OK73111 		73-1572221 501(C)(3) 53,978       Grant Sub-Award
(46) Hispanic Unity of Florida Inc
5840 Johnson Street
Hollywood,FL33021 		59-2230272 501(C)(3) 24,200       Grant Sub-Award
(47) Homeword Inc
1535 Liberty Lane
Suite 116A
Missoula,MT59808 		81-0522626 510(C)(3) 90,380       Grant Sub-Award
(48) Immunize Colorado
13123 East 16th Avenue
Box 281
Aurora,CO80011 		84-1479975 501(C)(3) 37,989       Grant Sub-Award
(49) Inland Congregations United for Change
1441 N D Street 208
San Bernardino,CA92405 		33-0480298 501(c)(3) 48,200       Grant Sub-Award
(50) Interstate Renewable Energy Council Inc
125 Wolf Road
Suite 100
Albany,NY12205 		59-2201374 501(C)(3) 11,976       Grant Sub-Award
(51) Iowa Department of Health and Human Services
321 E 12th St 1st Fl
Des Moines,IA50319 		92-2490034 GOVERNMENT 150,000       Grant Sub-Award
(52) Jobs With Justice Education Fund
1150 Connecticut Ave NW
Suite 200
Washington DC,DC20036 		52-1865575 510(C)(3) 381,640       Grant Sub-Award
(53) Johns Hopkins University
12529 Collections Center Drive
Chicago,IL60693 		52-0595110 501(C)(3) 35,931       Grant Sub-Award
(54) Kern Community College District
2100 Chester Avenue
Bakersfield,CA93301 		95-6006644   30,000       Grant Sub-Award
(55) Klamath Community College
7390 South 6th Street
Klamath Falls,OR97603 		93-1211933   20,000       Grant Sub-Award
(56) Lane Community College
4000 East 30th Avenue
Eugene,OR97405 		93-0546223   10,000       Grant Sub-Award
(57) Legacy Foundation
370 East 84th Drive
Merrillville,IN46410 		35-1872803 501(C)(3) 37,559       Grant Sub-Award
(58) Luke's House A Clinic for Healing and Hope
2023 Simon Bolivar Avenue
New Orleans,LA70113 		26-0332262 501(C)(3) 28,688       Grant Sub-Award
(59) Manufacturing Advocacy and Growth Network
1800 63rd Street
Cleveland,OH44103 		34-1455043 501(C)(3) 74,651       Grant Sub-Award
(60) Mary's Center for Maternal and Child Care Inc
2333 Ontario Road NW
Washington,DC20009 		52-1594116 501(C)(3) 38,630       Grant Sub-Award
(61) MDRC
16 East 34th Street
New York,NY100164326 		23-7379473 501(C)(3) 304,424       Grant Sub-Award
(62) Metropolitan Area Planning
60 Temple Place
Boston,MA02111 		04-2472296   45,000       Grant Sub-Award
(63) Mississippi Immigrant Rights Alliance
4436 N State Street
A1
Jackson,MS39206 		94-3428290 501(C)(3) 38,023       Grant Sub-Award
(64) Multiplier
548 Market Street PMB 81178
San Francisco,CA94014 		91-2166435   158,895       Grant Sub-Award
(65) National American Indian Housing Council
122 C Street NW
Suite 505
Washington,DC20001 		22-2096315 501(C)(3) 59,053       Grant Sub-Award
(66) National Center for Victims of Crime
3434 N Washington Blvd
Suite 1100
Arlington,VA22201 		30-0022798 501(c)(3) 7,088       Grant Sub-Award
(67) National Domestic Workers Alliance
45 BROADWAY SUITE 320
New York,NY10006 		35-2420942 501(c)(3) 125,000       Grant Sub-Award
(68) National Housing & Community Development Law Project
90 New Montgomery Street Suite 101
San Francisco,CA94105 		94-2400196 501(C)(3) 80,000       Grant Sub-Award
(69) National Institute for Criminal Justice Reform
4900 Shattuck Ave
Unit 3817
Oakland,CA946092031 		81-5269212 501(C)(3) 26,667       Grant Sub-Award
(70) National Opinion Research Center
20th Flr 55 E Monroe Street
Chicago,IL60603 		36-2167808 501(C)(3) 143,360       Grant Sub-Award
(71) Neighborhood Data Works
PO Box 1341
Durham,NC27702 		47-2579302 501(C)(3) 50,000       Grant Sub-Award
(72) New Immigrant Community Empowerment
7129 Roosevelt Avenue 2nd Floor
Queens,NY11372 		11-3560625 501(C)(3) 39,627       Grant Sub-Award
(73) New York University
105 E 17th St
4th FL 411
New York,NY100039580 		13-5562308 501(C)(3) 41,868       Grant Sub-Award
(74) North Alabama AHEC
PO Box 177454
Huntsville,AL35810 		47-3017416 501(C)(3) 31,949       Grant Sub-Award
(75) Partnership for Safety and Justice
221 NW 2nd Ave
Suite 209
Portland,OR97209 		93-1277774 501(C)(3) 49,985       Grant Sub-Award
(76) Per Scholas Inc
804 E 138th Street
2nd Floor
Bronx,NY10454 		04-3252955 501(C)(3) 487,020       Grant Sub-Award
(77) President and Fellows of Harvard College
PO Box 415649
Boston,MA022415649 		04-2103580 501(C)(3) 253,401       Grant Sub-Award
(78) Public Policy Institute of California
500 Washington Street
Suite 600
San Francisco,CA94111 		94-3207299 501(c)(3) 120,000       Grant Sub-Award
(79) Pursuit Transformation Company Inc
47-10 Austell Place
2nd Floor
Long Island City,NY11101 		61-1652332 501(c)(3) 239,561       Grant Sub-Award
(80) RAND Corporation
1776 Main Street
Santa Monica,CA90401 		95-1958142 501(C)(3) 120,954       Grant Sub-Award
(81) Refugee Women's Network Inc
2900 Chamblee Tucker Rd Blg3
St 300
Atlanta,GA30341 		58-2369796 501(C)(3) 36,563       Grant Sub-Award
(82) Regents of The University of California-Berkeley
9500 Gilman Drive
La Jolla,CA920930009 		94-6002123   171,867       Grant Sub-Award
(83) Regents of the University of Michigan
Box 223131
Pittsburgh,PA152512131 		38-6006309   19,836       Grant Sub-Award
(84) Regional Data Cooperative for Greater New Haven Inc
1146 Chapel St Suite 202
New Haven,CT06511 		06-1567201 501(C)(3) 45,000       Grant Sub-Award
(85) Research Foundation of CUNY
230 West 41st Street 7th Floor
New York,NY10036 		13-1988190 501(c)(3) 89,220       Grant Sub-Award
(86) Respect Together
2101 N Front Street
Governors Plaza North Building 2
Harrisburg,PA17110 		23-2067636 501(C)(3) 28,101       Grant Sub-Award
(87) Rogue Community College District
3345 Redwood Highway
Grants Pass,OR97527 		93-0591783   40,000       Grant Sub-Award
(88) Rutgers University
PO Box 2021
New Brunswick,NJ089032021 		22-3001086   218,752       Grant Sub-Award
(89) City and County of San Fransisco Dept of Homelessness and Supportive Housin
g
440 Turk Street
San Francisco,CA94102 		94-6000417 GOVERNMENT 53,540       Grant Sub-Award
(90) Sandra Grace LLC
10343 Federal Blvd Unit J436
Westminster,CO80260 		83-4450981   31,232       Grant Sub-Award
(91) School Readiness Consulting LLC
912 Thayer Avenue
Suite 209
Silver Spring,MD20910 		45-0949314   15,124       Grant Sub-Award
(92) Seeding Success
411 Monroe Avenue Suite 200
Memphis,TN38103 		45-2464843 501(C)(3) 249,700       Grant Sub-Award
(93) SisterSong
1237 Ralph David Abernathy Blvd SW
Atlanta,GA30310 		51-0544927 501(c)(3) 154,775       Grant Sub-Award
(94) Southwestern Oregon Community College
1988 Newmark Ave
Coos Bay,OR97459 		93-6015621   20,000       Grant Sub-Award
(95) Thai Community Development Center
6376 Yucca Street
Los Angeles,CA90028 		95-4531770 501(C)(3) 48,540       Grant Sub-Award
(96) The CNA Corporation
3003 Washington Boulevard
Arlington,VA22201 		54-1558882 501(C)(3) 105,574       Grant Sub-Award
(97) The Research Foundation for The State University of New York
PO BOX 9
Albany,NY122010009 		14-1368361 501(C)(3) 25,665       Grant Sub-Award
(98) The Trustees of Columbia University in the City of New York
615 West 131st Street
MC 8741
New York,NY10027 		13-5598093 501(C)(3) 131,698       Grant Sub-Award
(99) The University of Chicago
6030 S Ellis Avenue
Chicago,IL60637 		36-2177139 501(C)(3) 65,619       Grant Sub-Award
(100) The University of Vermont
PO BOX 1389
Willston,VT054951389 		03-0179440 501(C)(3) 100,000       Grant Sub-Award
(101) The Urban League of Greater Atlanta Inc
230 Peachtree Street NW
Suite 2600
Atlanta,GA30303 		58-0593386 501(c)(3) 10,000       Grant Sub-Award
(102) Trailhead Institute
1999 Broadway
Suite 600
Denver,CO80202 		84-1267213 501(C)(3) 144,839       Grant Sub-Award
(103) University of Delaware
116 Student Services Building
Newark,DE19716 		51-6000297 501(C)(3) 100,000       Grant Sub-Award
(104) University of Denver
PO Box 911811
Denver,CO802911811 		84-0404231 501(C)(3) 90,000       Grant Sub-Award
(105) University of Washington
4333 Brooklyn Ave NW
Seattle,WA98195 		91-6001537   216,022       Grant Sub-Award
(106) Wake Technical Community College
9101 Fayetteville Road
Raleigh,NC276035696 		56-0792775   17,500       Grant Sub-Award
(107) Why Not Prosper
717 E Chelten Ave
Philadelphia,PA19144 		23-3089308 501(C)(3) 24,556       Grant Sub-Award
(108) Wichita State University Campus of Applied Sciences & Technology
4004 North Webb Road
Wichita,KS67226 		20-1027060   17,500       Grant Sub-Award
(109) Windward Fund
1828 L St NW
Washington,DC20036 		47-3522162 501(C)(3) 150,000       Grant Sub-Award
(110) WorkHands Inc
224 Tara St
San Francisco,CA94112 		46-1939119   491,727       Grant Sub-Award
(111) Yale University
PO Box 1873
New Haven,CT065081873 		06-0646973 501(c)(3) 154,213       Grant Sub-Award
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
88
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
23
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds URBAN ENGAGES IN GRANTMAKING TO SUPPORT EXTERNAL PROJECTS THAT ALIGN WITH FUNDER INITIATIVES AND TO FUND PARTNERS WHO CONTRIBUTE TO URBAN'S PROGRAMMATIC WORK. THE TYPE OF GRANT AGREEMENT ISSUED DEPENDS ON FACTORS SUCH AS THE NATURE OF THE WORK, PROPOSED COSTS, AND PERIOD OF PERFORMANCE. ALL GRANTEES ARE REQUIRED TO SUBMIT A PROPOSED BUDGET AND JUSTIFICATION, WHICH ARE REVIEWED TO ENSURE THAT COSTS ARE NECESSARY, REASONABLE, ALLOWABLE, AND ALLOCABLE UNDER APPLICABLE GUIDELINES. EACH GRANT AGREEMENT CLEARLY DEFINES THE FUNDED PROJECT OR SCOPE OF WORK TO BE PERFORMED, INCLUDING EXPECTED DELIVERABLES WHERE APPROPRIATE. THROUGHOUT THE GRANT PERIOD, URBAN MONITORS GRANTEE PERFORMANCE USING TAILORED PROCEDURES, WHICH MAY INCLUDE NARRATIVE PROGRESS REPORTS, FINANCIAL REPORTING, MILESTONE TRACKING, AND OTHER OVERSIGHT ACTIVITIES AS APPROPORIATE. MONITORING IS CONDUCTED BY PROJECT DIRECTORS, WITH SUPPORT FROM ADMINISTRATIVE STAFF ACROSS DEPARTMENTS, TO ENSURE COMPLIANCE WITH GRANT TERMS AND SATISFACTORY PROGRESS TOWARD PROGRAM GOALS.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
THE URBAN INSTITUTE
 
Employer identification number

52-0880375
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1SARAH ROSEN WARTELL
PRESIDENT AND CHIEF EXECUTIVE OFFICER 		(i)

(ii)		 725,046
-------------
0 		175,500
-------------
0 		70,517
-------------
0 		282,820
-------------
0 		8,741
-------------
0 		1,262,624
-------------
0 		0
-------------
0
2ROBERT BUCHANAN
VICE PRESIDENT, CONTROLLER & TREASURER 		(i)

(ii)		 279,354
-------------
0 		0
-------------
0 		13,222
-------------
0 		26,575
-------------
0 		6,457
-------------
0 		325,608
-------------
0 		0
-------------
0
3MATT ROGERS
CHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORATE SECRETARY (EFFECTIVE 03/2024) 		(i)

(ii)		 207,122
-------------
0 		0
-------------
0 		406
-------------
0 		19,596
-------------
0 		14,228
-------------
0 		241,352
-------------
0 		0
-------------
0
4MARY CUNNINGHAM
SENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS 		(i)

(ii)		 390,393
-------------
0 		0
-------------
0 		17,433
-------------
0 		32,820
-------------
0 		22,632
-------------
0 		463,278
-------------
0 		0
-------------
0
5MYRA JONES-TAYLOR
SENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS 		(i)

(ii)		 374,416
-------------
0 		0
-------------
0 		2,156
-------------
0 		32,820
-------------
0 		36,831
-------------
0 		446,223
-------------
0 		0
-------------
0
6YASMIN KAZZAZ
CHIEF OPERATIONS OFFICER 		(i)

(ii)		 361,576
-------------
0 		0
-------------
0 		16,339
-------------
0 		32,820
-------------
0 		33,202
-------------
0 		443,937
-------------
0 		0
-------------
0
7GENEVIEVE KENNEY
INSTITUTE FELLOW, RESEARCH 		(i)

(ii)		 337,155
-------------
0 		0
-------------
0 		12,784
-------------
0 		32,820
-------------
0 		36,069
-------------
0 		418,828
-------------
0 		0
-------------
0
8TODD GREENE
VICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE 		(i)

(ii)		 349,425
-------------
0 		30,000
-------------
0 		18,036
-------------
0 		32,820
-------------
0 		16,848
-------------
0 		447,129
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
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).
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
THE URBAN INSTITUTE
 
Employer identification number

52-0880375
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 64,438,985 including grants of $ 5,372,987)(Revenue $ 46,571) 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.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons SHAUN DONOVAN, A TRUSTEE OF THE URBAN INSTITUTE, IS THE CEO AND PRESIDENT OF ENTERPRISE COMMUNITY PARTNERS. SARAH ROSEN WARTELL, PRESIDENT OF THE URBAN INSTITUTE, ALSO SERVES ON THE BOARD OF DIRECTORS OF ENTERPRISE COMMUNITY PARTNERS. - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT OF THE FORM 990 IS PROVIDED TO ACCOUNTING LEADERSHIP, WHO PERFORMS AN INDEPENDENT REVIEW OF THE DRAFT. CHANGES ARE INCORPORATED INTO A SECOND DRAFT, WHICH IS PROVIDED TO THE PRESIDENT FOR REVIEW. A FINAL DRAFT IS THEN PREPARED AND PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ONCE THE AUDIT COMMITTEE'S REVIEW IS COMPLETE, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policy URBAN'S CONFLICT OF INTEREST POLICY REQUIRES ANY TRUSTEE TO DISCLOSE IN GOOD FAITH THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BEFORE A DECISION OF THE BOARD OR OPPORTUNITY TO INFLUENCE OR INFORM A DECISION BY MANAGEMENT OR STAFF AND TO NOT PARTICIPATE IN ANY RELEVANT DELIBERATIONS OR DECISIONS. ON AN ANNUAL BASIS, TRUSTEES AND OFFICERS MUST COMPLETE A STATEMENT ACKNOWLEDGING THEY HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WTH THE POLICY AND UNDERSTAND THE INSTITUTE'S TAX EXEMPT PURPOSE. THE CORPORATE SECRETARY ENSURES THESE STATEMENTS ARE RECEIVED FROM ALL TRUSTEES AND ENSURES THAT THE CHAIR AND RELEVANT TRUSTEES ARE AWARE OF ANY NOTICES OF CONFLICT. FURTHERMORE, THE INSTITUTE'S "STANDARDS OF ETHICAL CONDUCT" POLICY CONTAINS A SECTION ON CONFLICTS OF INTEREST. THE POLICY IS REQUIRED READING FOR ALL EMPLOYEES AND IS INCLUDED IN EMPLOYEE TRAINING ON ETHICAL CONDUCT. DETAILED REVIEW AND APPROVAL PROCEDURES EXIST FOR ALL EXPENDITURES, ENSURING STRONG INTERNAL CONTROL AND COMPLIANCE WITH ORGANIZATIONAL POLICIES.
Form 990, Part VI, Line 15a Process to establish compensation of top management official THE SALARY FOR THE PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE CHAIR OF THE EXECUTIVE COMMITTEE IS PROVIDED SALARY SURVEYS FOR THE PRESIDENTS/CEOS OF SIMILAR ORGANIZATIONS INCLUDING MANY IN THE SAME GEOGRAPHIC AREA. THE CHAIR IS ALSO PROVIDED NATIONAL SALARY SURVEYS FOR COMPARABLE POSITIONS IN LIKE-SIZED ORGANIZATIONS AS WELL AS UPWARD ASSESSMENTS OF THE PERFORMANCE OF THE PRESIDENT BY OTHER SENIOR STAFF. THE EXECUTIVE COMMITTEE MEETS IN PRIVATE SESSION WITHOUT THE PRESIDENT TO REVIEW AND DISCUSS THESE MATERIALS AND APPROVES THE COMPENSATION OF THE PRESIDENT. THE EXECUTIVE COMMITTEE'S REVIEW OF THE PRESIDENT'S PERFORMANCE AND SALARY IS DISCUSSED WITH THE FULL BOARD OF TRUSTEES, WITH THE PRESIDENT RECUSING HERSELF. THE CHAIR PROVIDES A WRITTEN SUMMARY OF THE DISCUSSION AND THE APPROVED SALARY IN A MEMO TO THE VICE PRESIDENT FOR HUMAN RESOURCES AND CHIEF OPERATIONS OFFICER.
Form 990, Part VI, Line 15b Process to establish compensation of other employees The salaries for Urban's five next highest paid employees are set by the President and reviewed and approved by the Executive Committee of the Board of Trustees. Each year the members of the Executive Committee are provided with relevant market salary survey information as comparability data to assist in assessing the salaries paid to employees in similar positions by similar organizations including many in the same geographic area. The President consults with senior staff of the Institute to discuss the performance of the five individuals. Based on these discussions and the salary surveys mentioned above, the President makes salary recommendations to the Executive Committee. The Executive Committee reviews these recommendations, as well as the salary survey information, to approve the compensation of Urban's five highest paid individuals. The Chair provides a written summary of the discussion and the approved salary in a memo to the Chief Operations Officer and Vice President of Human Resources. Salaries of other officers are determined by the President in consultation with the Chief Operations Officer and Vice President of Human Resources and others who have observed the performance of these individuals. The salary increases for these individuals must fall within the institute's annual budget, which is approved by the board of trustees.
Form 990, Part VI, Line 19 Required documents available to the public THE URBAN INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SUCH REQUESTS ARE GENERALLY FROM POTENTIAL GRANTORS AND FUNDERS IN RESPONSE TO A GRANT APPLICATION OR REQUEST FOR FUNDING FOR SPECIFIC PROJECTS.
Form 990, Part IX, Line 11g Other Fees OTHER - Total Expense: 6215802, Program Service Expense: 4074020, Management and General Expenses: 2141782, Fundraising Expenses: ; SUBCONTRACTORS - Total Expense: 9499222, Program Service Expense: 9499222, Management and General Expenses: , Fundraising Expenses: ; CONSULTANT FEES AND EXPENSES - Total Expense: 3189695, Program Service Expense: 3041116, Management and General Expenses: 128158, Fundraising Expenses: 20421; PURCHASE ORDER CONTRACTS - Total Expense: 50380, Program Service Expense: 46823, Management and General Expenses: 2807, Fundraising Expenses: 750; TEMPORARY HELP - Total Expense: 59249, Program Service Expense: 43828, Management and General Expenses: 12670, Fundraising Expenses: 2751; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1