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The Urban Institute Employee Benefit Trust

  • Washington, DC
  • Tax-exempt since April 1994
  • EIN: 52-6674346

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$4.76M (2022)

Expenses
$5.68M (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,760,010
Expenses
$5,681,375
Net Income
-$921,365
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,760,010
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Genevieve M Kenney (Vp, Health Policy) $0 $329,835 $54,692
Yasmin Kazzaz (Vp, Human Resource & Cao) $0 $284,673 $50,252
Robert M Buchanan (Vp, Controller And Ast Tres) $0 $271,784 $30,266
Nani Coloretti (Svp, Financial Strategy & Tr) $0 $151,881 $17,739
Eric Howell (Svp, Finance, Ops, & Bus Strat) $0 $115,552 $5,658
Robert Reischauer (Trustee/Director) $0 $447 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,231,919
Expenses
$4,773,228
Net Income
-$541,309
Net Assets
$427,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,231,919
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $994,642
Total Liabilities $567,277
Net Assets $427,365
Compensation
Key Employees and Officers Compensation Related Other
Nani Coloretti (Svp, Financial Strategy & Tr) $0 $371,201 $55,206
Genevieve M Kenney (Vp, Health Policy) $0 $327,691 $48,536
Yasmin Kazzaz (Vp, Human Resource & Cao) $0 $237,811 $53,689
Robert M Buchanan (Vp, Controller And Ast Tres) $0 $229,083 $24,868
Robert Reischauer (Trustee/Director) $0 $879 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,299,020
Expenses
$3,213,860
Net Income
$85,160
Net Assets
$1,225,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,297,868
100.0%
Investment Income $1,152
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,542,088
Total Liabilities $316,414
Net Assets $1,225,674
Compensation
Key Employees and Officers Compensation Related Other
Nani Coloretti (Svp, Financial Strategy & Tr) $0 $322,891 $55,292
Genevieve M Kenney (Vp, Health Policy) $0 $312,894 $48,518
Robert M Buchanan (Vp, Controller And Ast Tres) $0 $228,032 $26,104
Monica Woods (Vp, Hr & Cao (Termed 2020)) $0 $106,224 $6,846
Yasmin Kazzaz (Vp, Human Resource & Cao) $0 $58,190 $331
Robert Reischauer (Trustee/Director) $0 $1,247 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,206,055
Expenses
$3,380,615
Net Income
-$174,560
Net Assets
$1,126,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,204,483
100.0%
Investment Income $1,572
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,485,336
Total Liabilities $358,822
Net Assets $1,126,514
Compensation
Key Employees and Officers Compensation Related Other
Nani Coloretti (Svp, Financial Strategy & Tr) $0 $319,993 $51,066
Genevieve M Kenney (Vp, Health Policy) $0 $275,838 $46,333
Monica M Woods (Vp, Hr And Chief Admin Officer) $0 $223,946 $21,428
Robert M Buchanan (Vp, Controller And Asst. Tr) $0 $210,085 $28,248
Robert Reischauer (Trustee/Director) $0 $3,249 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,271,654
Expenses
$3,121,861
Net Income
$149,793
Net Assets
$1,358,074
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,271,654
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,599,998
Total Liabilities $241,924
Net Assets $1,358,074
Compensation
Key Employees and Officers Compensation Related Other
John Rogers Thru Nov 2018 (Executive Vice President) $0 $414,719 $43,094
Sarah Rosen Wartell (President) $0 $581,352 $26,494
Robert M Buchanan (Vp, Controller And Asst. Tr) $0 $207,124 $26,698
Genevieve M Kenney (Vp, Health Policy) $0 $267,812 $47,094
Monica M Woods (Vp, Hr And Chief Admin Officer) $0 $213,150 $23,627
Robert Reischauer (Trustee/Director) $0 $3,371 $0
Nani Coloretti (Svp, Financial Strategy & Tr) $0 $292,129 $49,926
+ View more people

Document Links

990
Filed on Nov. 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,905,392
Expenses
$2,698,286
Net Income
$207,106
Net Assets
$1,191,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,905,392
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,423,407
Total Liabilities $232,126
Net Assets $1,191,281
Compensation
Key Employees and Officers Compensation Related Other
John Rogers (Executive Vice President) $0 $336,587 $46,766
Sarah Rosen Wartell (President) $0 $521,454 $25,998
Robert M Buchanan (Vp, Controller And Asst. Tr) $0 $189,236 $25,849
Genevieve M Kenney (Vp, Health Policy) $0 $256,460 $48,190
Monica M Woods (Vp, Hr And Chief Admin Officer) $0 $201,475 $19,770
Robert Reischauer (Trustee/Director) $0 $2,316 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,974,207
Expenses
$2,747,818
Net Income
$226,389
Net Assets
$822,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,972,683
99.9%
Investment Income $1,524
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,300,757
Total Liabilities $478,582
Net Assets $822,175
Compensation
Key Employees and Officers Compensation Related Other
John Rogers (Evp, Treasurer & Cfo) $0 $328,985 $50,863
Deborah K Hoover (Vp Of Admin & Chief Hr Officer) $0 $111,968 $2,065
Sarah Rosen Wartell (President) $0 $480,123 $25,538
Robert M Buchanan (Controller And Asst. Treasurer) $0 $192,060 $25,415
Genevieve M Kenney (Center Director) $0 $253,349 $46,196
Monica M Woods (Vp, Hr And Chief Admin Officer) $0 $75,715 $1,348
Robert Reischauer (Trustee/Director) $0 $1,829 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,374,920
Expenses
$2,434,447
Net Income
-$59,527
Net Assets
$635,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,374,299
100.0%
Investment Income $621
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,012,340
Total Liabilities $376,554
Net Assets $635,786
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rosen Wartell (President) $442,032 $0 $25,582
John Rogers (Evp, Treasurer & Cfo) $319,377 $0 $50,344
Genevieve M Kenney (Center Director) $245,135 $0 $46,427
Robert M Buchanan (Controller And Asst. Treasurer) $184,326 $0 $24,724
Deborah K Hoover (Vp Of Admin & Chief Hr Officer) $180,142 $0 $21,313
Robert D Reischauer (Distinguished Institute Fellow) $5,651 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,628,298
Expenses
$2,743,922
Net Income
-$115,624
Net Assets
$695,313
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,628,130
100.0%
Investment Income $168
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $962,262
Total Liabilities $266,949
Net Assets $695,313
Compensation
Key Employees and Officers Compensation Related Other
Sarah Rosen Wartell (President) $432,479 $0 $25,098
John Rogers (Evp, Treasurer & Cfo) $312,708 $0 $47,012
Genevieve M Kenney (Center Director) $239,976 $0 $41,271
Robert M Buchanan (Controller And Asst. Treasurer) $180,610 $0 $24,331
Deborah K Hoover (Vp Of Admin & Chief Hr Officer) $174,219 $0 $21,357
Robert D Reischauer (Distinguished Institute Fellow) $2,885 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,054,588
Expenses
$2,480,966
Net Income
-$426,378
Net Assets
$810,937
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,053,843
100.0%
Investment Income $745
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,209,377
Total Liabilities $398,440
Net Assets $810,937
Compensation
Key Employees and Officers Compensation Related Other
John Rogers (Evp, Treasurer & Cfo) $0 $307,079 $46,349
Deborah Hoover (Vp Of Admin And Chro) $0 $162,981 $19,705
Sarah Rosen Wartell (President) $0 $409,111 $25,633
Robert M Buchanan (Controller And Asst. Treasurer) $0 $168,074 $23,803
Genevieve Kenney (Center Director) $0 $227,728 $42,085
Robert D Reischauer (Distinguished Institute Fellow) $0 $6,193 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,067,391
Expenses
$1,800,012
Net Income
$267,379
Net Assets
$1,237,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,065,459
99.9%
Investment Income $1,932
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,401,244
Total Liabilities $163,929
Net Assets $1,237,315

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,098,584
Expenses
$1,603,602
Net Income
$494,982
Net Assets
$1,269,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,096,968
99.9%
Investment Income $1,616
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,318,650
Total Liabilities $49,029
Net Assets $1,269,621

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,747,937
Expenses
$1,778,235
Net Income
-$30,298
Net Assets
$774,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,746,726
99.9%
Investment Income $1,211
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,003,369
Total Liabilities $228,730
Net Assets $774,639

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated