Nonprofit · EIN 52-0880375
URBAN INSTITUTE
Tax-exempt · WASHINGTON, DC 20024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $129,592,450 | $148,463,835 | -$18,871,385 | $311,581,937 | $76,117,914 | $235,464,023 |
| December 31, 2023 | 990 | $124,658,351 | $137,744,133 | -$13,085,782 | $342,149,166 | $96,239,014 | $245,910,152 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $116,586,031
- of which government grants
- $40,446,011
- Program service revenue
- $0
- Investment income
- $8,928,338
- Royalties
- $3,474
- Net gain from sales of assets
- $4,383,268
- Net income from sales of inventory
- $289
- Other revenue
- $4,078,081
Expenses
- Grants and similar amounts paid
- $10,402,317
- Compensation of officers, directors and key employees
- $1,638,136
- Other salaries and wages
- $70,765,161
- Salaries, compensation and benefits (total)
- $99,990,080
- Professional fundraising fees
- $0
- Legal fees
- $563,908
- Accounting fees
- $256,344
- Occupancy
- $8,523,369
- Travel
- $1,127,187
- Depreciation
- $2,752,675
- Program services (functional)
- $117,786,153
- Management and general (functional)
- $24,868,748
- Fundraising (functional)
- $5,808,934
Balance sheet and other
- Total assets, start of year
- $342,149,166
- Total assets, end of year
- $311,581,937
- Total liabilities, end of year
- $76,117,914
- Net assets, end of year
- $235,464,023
- Land, buildings and equipment
- $10,416,128
- Publicly traded securities
- $143,178,028
- Net assets without donor restrictions
- $136,568,584
- Net assets with donor restrictions
- $98,895,439
- Gross unrelated business income
- $99,983
- Gross receipts
- $176,528,523
- Employees
- 748
- Volunteers
- 59
- Year formed
- 1968
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH ROSEN WARTELL | PRESIDENT AND CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $971,063 | $291,561 |
| MARY CUNNINGHAM | SENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS Highest-paid employee | 40 | $407,826 | $55,452 |
| TODD GREENE | VICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE Highest-paid employee | 40 | $397,461 | $49,668 |
| MYRA JONES-TAYLOR | SENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS Highest-paid employee | 40 | $376,572 | $69,651 |
| YASMIN KAZZAZ | CHIEF OPERATIONS OFFICER Highest-paid employee | 40 | $377,915 | $66,022 |
| GENEVIEVE KENNEY | INSTITUTE FELLOW, RESEARCH Highest-paid employee | 40 | $349,939 | $68,889 |
| ROBERT BUCHANAN | VICE PRESIDENT, CONTROLLER & TREASURER Officer | 40 | $292,576 | $33,032 |
| MATT ROGERS | CHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORATE SECRETARY (EFFECTIVE 03/2024) Officer | 40 | $207,528 | $33,824 |
| ADREA TURNER | CHIEF OF STAFF & CORPORATE SECRETARY (THROUGH 03/2024) Officer | 40 | $54,685 | $6,562 |
| ALEXANDRA REEVE GIVENS | TRUSTEE (EFFECTIVE 05/2024) Trustee or director | 2 | $0 | $0 |
| ANNETTE L NAZARETH | CHAIR (EFFECTIVE 11/2024), VICE CHAIR (THROUGH 11/2024) Trustee or director | 2 | $0 | $0 |
| ANTHONY A WILLIAMS | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| ANTONIA HERNANDEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ARTHUR I SEGEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASHLEY SWEARENGIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
27 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A THOMAS | TRUSTEE Trustee or director | 2 | $0 |
| DIANA FARRELL | VICE CHAIR (EFFECTIVE 11/2024), TRUSTEE Trustee or director | 2 | $0 |
| EDUARDO J PADRON | TRUSTEE Trustee or director | 2 | $0 |
| HEATHER HIGGINBOTTOM | TRUSTEE Trustee or director | 2 | $0 |
| J ADAM ABRAM | TRUSTEE Trustee or director | 2 | $0 |
| JAMIE S GORELICK | CHAIR (THROUGH 11/2024) Trustee or director | 2 | $0 |
| JAY CARNEY | TRUSTEE Trustee or director | 2 | $0 |
| JOHN GOODMAN | TRUSTEE (EFFECTIVE 05/2024) Trustee or director | 2 | $0 |
| JOHN WALLIS ROWE | TRUSTEE Trustee or director | 2 | $0 |
| KARAN BHATIA | TRUSTEE Trustee or director | 2 | $0 |
| KENNETH BACON | TRUSTEE Trustee or director | 2 | $0 |
| M LEE PELTON | TRUSTEE (EFFECTIVE 11/2024) Trustee or director | 2 | $0 |
| MARGARET ANADU | TRUSTEE (EFFECTIVE 11/2024) Trustee or director | 2 | $0 |
| MARTA TIENDA | TRUSTEE Trustee or director | 2 | $0 |
| MARY C DALY | TRUSTEE Trustee or director | 2 | $0 |
| MARY J MILLER | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL A NUTTER | TRUSTEE Trustee or director | 2 | $0 |
| N GREGORY MANKIW | VICE CHAIR Trustee or director | 2 | $0 |
| PATTI B SARIS | TRUSTEE (EFFECTIVE 05/2024) Trustee or director | 2 | $0 |
| RAPHAEL W BOSTIC | TRUSTEE (EFFECTIVE 11/2024) Trustee or director | 2 | $0 |
| ROSIE ALLEN-HERRING | TRUSTEE Trustee or director | 2 | $0 |
| ROY L AUSTIN | TRUSTEE (EFFECTIVE 05/2024) Trustee or director | 2 | $0 |
| RUTH MARCUS | TRUSTEE Trustee or director | 2 | $0 |
| SHAUN DONOVAN | TRUSTEE Trustee or director | 2 | $0 |
| STACY BROWN-PHILPOT | TRUSTEE (THROUGH 11/2024) Trustee or director | 2 | $0 |
| W MATTHEW KELLY | TRUSTEE Trustee or director | 2 | $0 |
| WILLIAM E HASLAM | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH ROSEN WARTELL | PRESIDENT Trustee or director, Officer | 40 | $982,774 | $40,141 |
| KIMBERLYN LEARY | SENIOR VICE PRESIDENT Highest-paid employee | 40 | $441,061 | $56,581 |
| TODD GREENE | INSTITUTE FELLOW AND EXECUTIVE DIRECTOR Highest-paid employee | 40 | $383,321 | $45,754 |
| GENEVIEVE KENNEY | VICE PRESIDENT, HEALTH POLICY Highest-paid employee | 40 | $359,242 | $62,534 |
| STEPHEN ZUCKERMAN | VICE PRESIDENT, HEALTH POLICY Highest-paid employee | 40 | $359,062 | $62,534 |
| SHRITA HERNANDEZ | CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 40 | $327,500 | $41,348 |
| ROBERT BUCHANAN | VICE PRESIDENT, CONTROLLER & TREASURER Officer | 40 | $283,114 | $31,820 |
| ERIC HOWELL | SENIOR VICE PRESIDENT OF FINANCE, OPERATIONS, AND BUSINESS STRATEGY Officer | 40 | $273,443 | $8,190 |
| ADREA TURNER | CHIEF OF STAFF Officer | 40 | $205,294 | $28,949 |
| ANNETTE L NAZARETH | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| ANTHONY A WILLIAMS | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| ANTONIA HERNANDEZ | – Trustee or director | 2 | $0 | $0 |
| ARTHUR I SEGEL | – Trustee or director | 2 | $0 | $0 |
| ASHLEY SWEARENGIN | – Trustee or director | 2 | $0 | $0 |
| CHARLES H RAMSEY | – Trustee or director | 2 | $0 | $0 |
| DAVID THOMAS | – Trustee or director | 2 | $0 | $0 |
| DIANA FARRELL | – Trustee or director | 2 | $0 | $0 |
| EDUARDO PADRON | – Trustee or director | 2 | $0 | $0 |
| HEATHER HIGGINBOTTOM | – Trustee or director | 2 | $0 | $0 |
| J ADAM ABRAM | – Trustee or director | 2 | $0 | $0 |
| JAMIE S GORELICK | CHAIR Trustee or director | 2 | $0 | $0 |
| JAY CARNEY | – Trustee or director | 2 | $0 | $0 |
| JOHN WALLIS ROWE | – Trustee or director | 2 | $0 | $0 |
| KARAN BHATIA | – Trustee or director | 2 | $0 | $0 |
| KATE BAICKER | – Trustee or director | 2 | $0 | $0 |
| KENNETH BACON | – Trustee or director | 2 | $0 | $0 |
| MARGARET A HAMBURG | – Trustee or director | 2 | $0 | $0 |
| MARTA TIENDA | – Trustee or director | 2 | $0 | $0 |
| MARY J MILLER | – Trustee or director | 2 | $0 | $0 |
| MICHAEL A NUTTER | – Trustee or director | 2 | $0 | $0 |
| N GREGORY MANKIW | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| NEEL KASHKARI | – Trustee or director | 2 | $0 | $0 |
| SHAUN DONOVAN | – Trustee or director | 2 | $0 | $0 |
| STACY BROWN-PHILPOT | – Trustee or director | 2 | $0 | $0 |
| W MATTHEW KELLY | – Trustee or director | 2 | $0 | $0 |
| WILLIAM E HASLAM | – Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 LENFANT PLAZA SW 2ND FLOOR, WASHINGTON, DC 20024-2274
- In care of
- % EVERETT MADDEN
- Principal officer (990 for 2024)
- SARAH ROSEN WARTELL, 500 LENFANT PLAZA SW, WASHINGTON, DC 20024
- Signed the 990
- TRACEY PATILLO JOHNSON, VICE PRESIDENT & TREASURER
- Phone
- (202) 833-7200
- Website
- WWW.URBAN.ORG
- Return prepared by
- BDO USA
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.
Program accomplishments
- SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE RESEARCH TO ACTION LAB IS AN INNOVATION HUB SERVING DECISIONMAKERS AND CREATIVE THINKERS EAGER TO EFFECT SOCIAL CHANGE. WE DRAW ON THE BREADTH AND DEPTH OF THE URBAN INSTITUTE'S RESEARCH INSIGHTS TO TEST NEW STRATEGIES AND DEVELOP CUTTING-EDGE TOOLS, PROGRAMS, AND TRAININGS, AS WELL AS PROVIDE STRATEGIC AND PHILANTHROPIC ADVICE TO PUBLIC, NONPROFIT, AND PRIVATE-SECTOR LEADERS. NIMBLE AND CREATIVE, THE LAB TAKES AN INTEGRATED APPROACH TO HELPING DECISIONMAKERS NAVIGATE CURRENT CHALLENGES AND SEIZE FUTURE OPPORTUNITIES IN LOCALITIES THROUGHOUT THE UNITED STATES. OUR MULTIDISCIPLINARY TEAM OFFERS EXPERTISE IN IDENTIFYING AND CULTIVATING APPROACHES THAT SHAPE PUBLIC DEBATE, IMPROVE DECISIONMAKING, AND SPARK DISRUPTIVE SOLUTIONS TO TODAY'S COMPLEX SOCIAL AND ECONOMIC CHALLENGES.Expenses $20,028,982 · grants $3,080,407
- SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: AT THE CENTER ON LABOR, HUMAN SERVICES, AND POPULATION, WE STUDY HOW FAMILY, YOUTH, AND INDIVIDUAL WELL-BEING IS SHAPED BY ECONOMIC, SOCIAL, AND DEMOGRAPHIC TRENDS, AND HOW POLICIES AND PROGRAMS CAN IMPROVE ECONOMIC SECURITY, WORK, AND CHILD WELFARE AND DEVELOPMENT. UNDERSTANDING HOW FAMILIES ARE FARING IN THE FACE OF ECONOMIC PRESSURES, DEMOGRAPHIC CHANGE, AND PUBLIC HEALTH AND SOCIAL CHALLENGES IS ESSENTIAL FOR POLICYMAKERS AND PRACTITIONERS WHO OVERSEE SOCIAL SERVICES AND PROGRAMS. OUR RESEARCH EXPLORES THE IMPLICATIONS OF THESE CHANGES FOR PEOPLE AND POLICIES.Expenses $18,395,637 · grants $1,551,288
- SOCIAL SCIENCES - RESEARCH AND PUBLIC POLICY ANALYSIS: THE INCOME AND BENEFITS POLICY CENTER GIVES DECISIONMAKERS CRUCIAL INFORMATION BY PREDICTING HOW POLICY CHANGES WILL AFFECT PEOPLE, PROGRAMS, AND GOVERNMENT. WE ANALYZE FAMILY ECONOMIC WELL-BEING FROM CHILDHOOD THROUGH RETIREMENT AND UNDERTAKE RESEARCH ON A WIDE VARIETY OF ISSUES, INCLUDING INCOME SUPPORT, SOCIAL INSURANCE, TAXES, AND CHILD SUPPORT; EDUCATION AND TRAINING PROGRAMS AND POLICIES; EMPLOYERS, WORKPLACES, AND THE LABOR MARKET; AND WORKFORCE DEVELOPMENT SYSTEMS AND POLICIES. AS TECHNOLOGICAL AND DEMOGRAPHIC SHIFTS TRANSFORM THE NATURE OF JOBS, OUR EXPERTS ON POSTSECONDARY EDUCATION AND WORKFORCE DEVELOPMENT STUDY WHAT SKILLS WORKERS WILL NEED IN THE FUTURE AND WHAT CHALLENGES LIE AHEAD FOR RETIREES. OUR RESEARCH EXPLORES THE IMPLICATIONS OF THESE CHANGES FOR PEOPLE AND POLICIES.Expenses $14,922,549 · grants $397,635
- URBAN CONDUCTED ADDITIONAL PROGRAMMATIC ACTIVITIES INCLUDING RESEARCH AND DATA ANALYSIS, CONVENINGS, DATA TOOLS AND MODELING, STRATEGIC ADVISING, PROGRAM EVALUATION, AND COMMUNITY ENGAGEMENT, THAT FOCUSED ON ECONOMIC AND SOCIAL POLICY ISSUES THAT AFFECT THE WELL-BEING OF PEOPLE AND COMMUNITIES.Expenses $64,438,985 · grants $5,372,987 · revenue $46,571
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-0880375
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Social science (V340)
- Assets (IRS master file)
- $311,581,937
- Income (IRS master file)
- $176,528,523
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $129,592,450 | $148,463,835 | $311,581,937 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $124,658,351 | $137,744,133 | $342,149,166 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $156,278,518 | $128,373,639 | $347,500,996 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0880375).
Questions about URBAN INSTITUTE
- What is the EIN of URBAN INSTITUTE?
- The employer identification number (EIN) of URBAN INSTITUTE is 52-0880375.
- Is URBAN INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to URBAN INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does URBAN INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of URBAN INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did URBAN INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of URBAN INSTITUTE?
- The 990 for the year ended December 31, 2024 names SARAH ROSEN WARTELL.
- Who are the officers and directors of URBAN INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 42 people; 9 received compensation from the organization, the highest $971,063 (SARAH ROSEN WARTELL, PRESIDENT AND CHIEF EXECUTIVE OFFICER).
- How much revenue does URBAN INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $129,592,450, expenses of $148,463,835 and total assets of $311,581,937 at year end.
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