THE URBAN INSTITUTE Charity Report

Public IRS 990 nonprofit record

THE URBAN INSTITUTE

EIN 52-0880375 · Science & Technology Research Institutes & Services (V340)

What they do

The Urban Institute is A Nonprofit Research Organization That Applies A Range of Approaches to Examine Todays 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders42 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

90.89%of revenue went to mission work79.3% of expenses · Program services

4.48%of revenue went to fundraising3.9% of expenses

$114.56spent for every $100 of revenueSpending was higher than revenue this year.

19.19%of revenue went to management and office costs16.8% of expenses

$2.10in assets for every $1 spent this yearSome assets cannot be spent right away.

90.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $18,871,385 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $1,262,624 for SARAH ROSEN WARTELL (PRESIDENT AND CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$129,592,450

Mission workProgram services$117,786,15390.89% of revenue79.3% of expenses

ManagementOffice and general costs$24,868,74819.19% of revenue16.8% of expenses

FundraisingAsking for donations$5,808,9344.48% of revenue3.9% of expenses

Total expenses$148,463,835114.56% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 79.3% mission · 16.8% management · 3.9% fundraisingTotal expenses: 114.56% of revenue

2023Expense mix: 79.3% mission · 17.5% management · 3.2% fundraisingTotal expenses: 110.50% of revenue

2022Expense mix: 79.9% mission · 17.7% management · 2.4% fundraisingTotal expenses: 82.14% of revenue

2021Expense mix: 81.4% mission · 15.9% management · 2.7% fundraisingTotal expenses: 67.97% of revenue

2020Expense mix: 80.8% mission · 16.3% management · 2.9% fundraisingTotal expenses: 91.83% of revenue

2019Expense mix: 81.7% mission · 16.6% management · 1.7% fundraisingTotal expenses: 78.37% of revenue

2018Expense mix: 37.5% mission · 16.5% management · 1.6% fundraisingTotal expenses: 102.45% of revenue

2017Expense mix: 78.5% mission · 20.7% management · 0.8% fundraisingTotal expenses: 108.25% of revenue

Money in and money out

Revenue$129,592,450

Expenses$148,463,835

Annual shortfall $18,871,385 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$117,786,153 · 79.3% of expenses

Management and office costs$24,868,748 · 16.8% of expenses

Fundraising$5,808,934 · 3.9% of expenses

See all reported dollar amounts

Revenue$129,592,450

Expenses$148,463,835

Assets$311,581,937

Income$176,528,523

Contributions$116,586,031

Mission work (program services)$117,786,153

Fundraising$5,808,934

Grants given$42,070,492

Average grant$72,162

Management and general$24,868,748

Stocks and bonds$143,178,028

Accounting fees$256,344

Investing fees$426,202

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SARAH ROSEN WARTELLPRESIDENT AND CHIEF EXECUTIVE OFFICER · 40 hrs/week $1,262,624Base $971,063 · Other $291,561

MARY CUNNINGHAMSENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS · 40 hrs/week $463,278Base $407,826 · Other $55,452

TODD GREENEVICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE · 40 hrs/week $447,129Base $397,461 · Other $49,668

MYRA JONES-TAYLORSENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS · 40 hrs/week $446,223Base $376,572 · Other $69,651

YASMIN KAZZAZCHIEF OPERATIONS OFFICER · 40 hrs/week $443,937Base $377,915 · Other $66,022

GENEVIEVE KENNEYINSTITUTE FELLOW, RESEARCH · 40 hrs/week $418,828Base $349,939 · Other $68,889

ROBERT BUCHANANVICE PRESIDENT, CONTROLLER & TREASURER · 40 hrs/week $325,608Base $292,576 · Other $33,032

MATT ROGERSCHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORA · 40 hrs/week $241,352Base $207,528 · Other $33,824

ADREA TURNERCHIEF OF STAFF & CORPORATE SECRETARY (THROUGH 03/2 · 40 hrs/week $61,247Base $54,685 · Other $6,562

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (42)

SARAH ROSEN WARTELLPRESIDENT AND CHIEF EXECUTIVE OFFICER

MARY CUNNINGHAMSENIOR VICE PRESIDENT FOR RESEARCH AND PROGRAMS

TODD GREENEVICE PRESIDENT AND EXECUTIVE DIRECTOR, WORKRISE

MYRA JONES-TAYLORSENIOR VICE PRESIDENT, IMPACT AND EXTERNAL AFFAIRS

YASMIN KAZZAZCHIEF OPERATIONS OFFICER

GENEVIEVE KENNEYINSTITUTE FELLOW, RESEARCH

ROBERT BUCHANANVICE PRESIDENT, CONTROLLER & TREASURER

MATT ROGERSCHIEF OF STAFF, SR. DIRECTOR OF STRATEGY & CORPORA

ADREA TURNERCHIEF OF STAFF & CORPORATE SECRETARY (THROUGH 03/2

PATTI B SARISTRUSTEE (EFFECTIVE 05/2024)

MARTA TIENDATRUSTEE

MARY C DALYTRUSTEE

MARY J MILLERTRUSTEE

MICHAEL A NUTTERTRUSTEE

WILLIAM E HASLAMTRUSTEE

N GREGORY MANKIWVICE CHAIR

STACY BROWN-PHILPOTTRUSTEE (THROUGH 11/2024)

RAPHAEL W BOSTICTRUSTEE (EFFECTIVE 11/2024)

ROSIE ALLEN-HERRINGTRUSTEE

ROY L AUSTINTRUSTEE (EFFECTIVE 05/2024)

RUTH MARCUSTRUSTEE

W MATTHEW KELLYTRUSTEE

SHAUN DONOVANTRUSTEE

HEATHER HIGGINBOTTOMTRUSTEE

ALEXANDRA REEVE GIVENSTRUSTEE (EFFECTIVE 05/2024)

ANNETTE L NAZARETHCHAIR (EFFECTIVE 11/2024), VICE CHAIR (THROUGH 11/

ANTHONY A WILLIAMSVICE CHAIR

ANTONIA HERNANDEZTRUSTEE

ARTHUR I SEGELTRUSTEE

ASHLEY SWEARENGINTRUSTEE

DAVID A THOMASTRUSTEE

DIANA FARRELLVICE CHAIR (EFFECTIVE 11/2024), TRUSTEE

EDUARDO J PADRONTRUSTEE

MARGARET ANADUTRUSTEE (EFFECTIVE 11/2024)

J ADAM ABRAMTRUSTEE

JAMIE S GORELICKCHAIR (THROUGH 11/2024)

JAY CARNEYTRUSTEE

JOHN GOODMANTRUSTEE (EFFECTIVE 05/2024)

JOHN WALLIS ROWETRUSTEE

KARAN BHATIATRUSTEE

KENNETH BACONTRUSTEE

M LEE PELTONTRUSTEE (EFFECTIVE 11/2024)

About this charity

Recognized since: January 1968
Location: 500 LENFANT PLAZA SW 2ND FLOOR, WASHINGTON, DC 20024-2274
County: District of Columbia
In care of: % EVERETT MADDEN
Primary officer: TRACEY PATILLO JOHNSON, VICE PRESIDENT & TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(202) 833-7200

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BDO USA
NTEE classification: Science & Technology Research Institutes & Services (V340)
Grant-giving organization: Yes