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EIN 23-7213592

The Roosevelt Institute

IRS 501(c) type
501(c)(3)
Num. employees
72
City
New York
State
New York
Year formed
1987
Most recent tax filings
2023-12-01
NTEE code, primary
W20: Government and Public Administration
Description
According to the organization, Roosevelt Institute exists to carry forward the legacy and values of Franklin and Eleanor Roosevelt by developing progressive ideas and bold leadership in the service of restoring America’s promise of opportunity for all.
Also known as...
The Franklin and Eleanor Roosevelt Institute
Total revenues
$13,214,279
2023
Total expenses
$11,975,253
2023
Total assets
$37,532,512
2023
Num. employees
72
2023

Grants made by The Roosevelt Institute

GranteeGrant descriptionAmount
Columbia University2023 Grant for J. Stiglitz Post Doc$100,000

Who funds The Roosevelt Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$1,113,475
William and Flora Hewlett FoundationFor General Operating Support$1,000,000
The Ford FoundationGeneral Support and Core Support for Institutional Strengthening$980,105
...and 58 more grants received totalling $10,769,479

Personnel at The Roosevelt Institute

NameTitleCompensation
Felicia WongPresident and Chief Executive Officer$496,765
Ilona KramerChief Operating Officer
Katarina DuplessyChief Financial Officer$234,828
Juliette Kang StableskiChief Development Officer$203,228
Lisa DeRocheChief People and Equity Officer$228,965
...and 36 more key personnel

Financials for The Roosevelt Institute

RevenuesFYE 12/2023
Total grants, contributions, etc.$12,569,976
Program services$0
Investment income and dividends$706,389
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$149,669
Net income from fundraising events$-243,752
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$31,997
Total revenues$13,214,279

Form 990s for The Roosevelt Institute

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-23990View PDF
2022-122023-10-10990View PDF
2021-122022-09-28990View PDF
2020-122021-11-03990View PDF
2019-122021-10-15990View PDF
...and 9 more Form 990s
Data update history
November 14, 2024
Updated personnel
Identified 2 new personnel
November 3, 2024
Posted financials
Added Form 990 for fiscal year 2023
October 31, 2024
Updated personnel
Identified 1 new personnel
October 24, 2024
Used new vendors
Identified 1 new vendor, including
September 21, 2024
Updated personnel
Identified 9 new personnel
Nonprofit Types
Social advocacy organizationsPublic sector nonprofitsCharities
Issues
Public policy
Characteristics
Political advocacyLobbyingFundraising eventsEndowed supportTax deductible donationsAccepts online donations
General information
Address
570 Lexington Ave 5th FL
New York, NY 10022
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Website URL
rooseveltinstitute.org/ 
Phone
(212) 444-9130
Facebook page
Roosevelt.Institute 
Twitter profile
@rooseveltinst 
IRS details
EIN
23-7213592
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1987
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
W20: Government and Public Administration
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0207025
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-12-31
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