THE ROOSEVELT INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ROOSEVELT INSTITUTE (EIN 23-7213592)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-29
- IRS object ID
- 202532729349301978
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-29T22:05:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237213592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROOSEVELT INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROOS | BusinessNameControlTxt |
| Phone | 2124449130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA J WONG | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2124449130 | PhoneNum |
| Signature | 2025-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FELICIA J WONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,033,848 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROOSEVELTINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,569,976 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,240,790 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $856,058 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,595,282 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$211,755 | PYOtherRevenueAmt |
| CY Other Revenue | $825 | CYOtherRevenueAmt |
| PY Total Revenue | $13,214,279 | PYTotalRevenueAmt |
| CY Total Revenue | $22,836,897 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $247,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $265,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,744,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,952,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,172,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,983,350 | PYOtherExpensesAmt |
| CY Other Expenses | $4,915,309 | CYOtherExpensesAmt |
| PY Total Expenses | $11,975,253 | PYTotalExpensesAmt |
| CY Total Expenses | $14,132,654 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,239,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,704,243 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,532,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,635,745 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $831,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,403,757 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,701,380 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,231,988 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,223,770 | ExpenseAmt |
| Grant | $124,000 | GrantAmt |
| Desc | THINK TANK: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,421,170 | ExpenseAmt |
| Grant | $130,000 | GrantAmt |
| Desc | NETWORK: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,301,122 | ExpenseAmt |
| Desc | THE ROOSEVELT SOCIETY: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $967,569 | ExpenseAmt |
| Grant | $11,000 | GrantAmt |
| Desc | FDR LIBRARY: THE ROOSEVELT INSTITUTE PROVIDES PROGRAM SUPPORT TO THE FRANKLIN D. ROOSEVELT PRESIDENTIAL LIBRARY AND MUSEUM, LOCATED IN HYDE PARK, NEW YORK. THE INSTITUTE PROVIDES FUNDING IN SUPPORT OF THE LIBRARY'S EDUCATIONAL AND PUBLIC PROGRAMS, AS WELL AS PERMANENT AND TEMPORARY EXHIBITS, WHICH ARE VISITED BY APPROXIMATELY 151,000 GUESTS PER YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $967,569 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $11,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,913,631 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 195 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATARINA K DUPLESSY THE ROOSEVELT INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124449130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANNE ROOSEVELT | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DARLA KASHIAN | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAJIV NARAYAN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HENRY HICKS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHARON BLOCK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ABDUL EL-SAYED | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA HAMILTON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEYONTAY HUMPHRIES | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY ROOSEVELT IRELAND | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PERRIN IRELAND | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAS JOHL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRINA MILIKOWSKY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY MINARD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHUCK MUCKENFUSS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SABEEL RAHMAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS W ROOSEVELT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN SMALLS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANITA SONAWANE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASMIN WEAVER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDI WEINGARTEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOLA WEST | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICIA WONG | |||||||
| PRESIDENT & CEO, EX OFFICIO | 40.00 | Yes (X) | Yes (X) | $515,721 | $0 | $51,141 | |
| KATARINA DUPLESSY | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $271,944 | $0 | $43,665 | ||
| JULIETTE STABLESKI | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | Yes (X) | $234,616 | $0 | $43,174 | ||
| LISA DEROCHE | |||||||
| CHIEF PEOPLE EQUITY OFFICER | 40.00 | Yes (X) | $228,000 | $0 | $27,236 | ||
| ILONA KRAMER | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $197,521 | $0 | $37,615 | ||
| DEBORAH DUNEVANT | |||||||
| SVP COMMUNICATIONS | 40.00 | $221,640 | $0 | $25,764 | Yes (X) | ||
| SUZANNE KAHN | |||||||
| MG DIR. RESEARCH & POLICY | 40.00 | $205,162 | $0 | $9,485 | Yes (X) | ||
| SHANNON SMITH | |||||||
| MG DIR. FINANCE | 40.00 | $187,827 | $0 | $26,943 | Yes (X) | ||
| ALI BUSTAMANTE | |||||||
| DIR, WORKER POWER AND ECONOMIC SECURITY | 40.00 | $160,669 | $0 | $45,264 | Yes (X) | ||
| SONIA ARES | |||||||
| DIR. HUMAN RESOURCES | 40.00 | $157,045 | $0 | $31,937 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,380,145 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $342,224 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE KREHELY PROJECT LLC | |||||
| PO BOX 55 | PROVINCETOWN | MA | 02657 | ADVISE SENIOR STAFF ON ORGANIZATION STRA | $288,500 |
| RHIANA GUNN-WRIGHT | |||||
| 2310 MACDONALD LN | FLOSSMOOR | IL | 60422 | SENIOR FELLOW AND RESIDENT AUTHOR | $167,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $21,240,790 | AllOtherContributionsAmt |
| Noncash Contributions | $7,816 | NoncashContributionsAmt |
| Total Contributions | $21,240,790 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $883,571 | TotalRevenueColumnAmt |
| Exclusion | $883,571 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,908,662 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,196,951 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $711,711 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $711,711 | TotalRevenueColumnAmt |
| Exclusion | $711,711 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $825 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $825 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,836,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $825 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,595,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,000 | TotalAmt |
| Program Services | $124,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,000 | TotalAmt |
| Program Services | $141,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650,632 | TotalAmt |
| Program Services | $980,545 | ProgramServicesAmt |
| Management And General | $494,188 | ManagementAndGeneralAmt |
| Fundraising | $175,899 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,729,015 | TotalAmt |
| Program Services | $3,409,896 | ProgramServicesAmt |
| Management And General | $1,708,545 | ManagementAndGeneralAmt |
| Fundraising | $610,574 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,507 | TotalAmt |
| Program Services | $97,979 | ProgramServicesAmt |
| Management And General | $51,753 | ManagementAndGeneralAmt |
| Fundraising | $17,775 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,280 | TotalAmt |
| Program Services | $504,732 | ProgramServicesAmt |
| Management And General | $264,746 | ManagementAndGeneralAmt |
| Fundraising | $91,802 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,911 | TotalAmt |
| Program Services | $335,014 | ProgramServicesAmt |
| Management And General | $150,520 | ManagementAndGeneralAmt |
| Fundraising | $58,377 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,870 | TotalAmt |
| Program Services | $64,287 | ProgramServicesAmt |
| Management And General | $20,373 | ManagementAndGeneralAmt |
| Fundraising | $2,210 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,179 | TotalAmt |
| Program Services | $49,715 | ProgramServicesAmt |
| Management And General | $15,755 | ManagementAndGeneralAmt |
| Fundraising | $1,709 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,718 | TotalAmt |
| Management And General | $167,718 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,645,910 | TotalAmt |
| Program Services | $1,958,076 | ProgramServicesAmt |
| Management And General | $620,515 | ManagementAndGeneralAmt |
| Fundraising | $67,319 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,049 | TotalAmt |
| Program Services | $1,240 | ProgramServicesAmt |
| Management And General | $596 | ManagementAndGeneralAmt |
| Fundraising | $213 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,823 | TotalAmt |
| Program Services | $222,535 | ProgramServicesAmt |
| Management And General | $188,173 | ManagementAndGeneralAmt |
| Fundraising | $37,115 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,760 | TotalAmt |
| Program Services | $96,767 | ProgramServicesAmt |
| Management And General | $30,666 | ManagementAndGeneralAmt |
| Fundraising | $3,327 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,240 | TotalAmt |
| Program Services | $294,637 | ProgramServicesAmt |
| Management And General | $126,546 | ManagementAndGeneralAmt |
| Fundraising | $45,057 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,660 | TotalAmt |
| Program Services | $326,155 | ProgramServicesAmt |
| Management And General | $53,609 | ManagementAndGeneralAmt |
| Fundraising | $35,896 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,021 | TotalAmt |
| Program Services | $165,874 | ProgramServicesAmt |
| Management And General | $19,546 | ManagementAndGeneralAmt |
| Fundraising | $1,601 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,060 | TotalAmt |
| Program Services | $12,663 | ProgramServicesAmt |
| Management And General | $4,942 | ManagementAndGeneralAmt |
| Fundraising | $1,455 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,776 | TotalAmt |
| Program Services | $29,010 | ProgramServicesAmt |
| Management And General | $39,691 | ManagementAndGeneralAmt |
| Fundraising | $5,075 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $200,243 | $99,506 | $84,141 | $16,596 |
| STIPENDS AND AWARDS | $5,000 | $5,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,132,654 | TotalAmt |
| Program Services | $8,913,631 | ProgramServicesAmt |
| Management And General | $4,047,023 | ManagementAndGeneralAmt |
| Fundraising | $1,172,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,854,899 | BOYAmt |
| EOY | $21,516,752 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,284,906 | BOYAmt |
| EOY | $8,818,315 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,351 | BOYAmt |
| EOY | $160,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $126,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,779 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,280 | BOYAmt |
| EOY | $122,810 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,557,295 | BOYAmt |
| EOY | $16,141,112 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,781 | BOYAmt |
| EOY | $1,876,101 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,532,512 | BOYAmt |
| EOY | $48,635,745 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,729 | BOYAmt |
| EOY | $797,814 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,403 | BOYAmt |
| EOY | $1,605,943 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,132 | BOYAmt |
| EOY | $2,403,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,170,389 | BOYAmt |
| EOY | $24,406,485 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,530,991 | BOYAmt |
| EOY | $21,825,503 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,701,380 | BOYAmt |
| EOY | $46,231,988 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,532,512 | BOYAmt |
| EOY | $48,635,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,704,243 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $826,365 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,854,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,514,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,327,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,569,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,240,790 | CurrentTaxYearAmt |
| Total | $79,506,381 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,854,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,514,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,327,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,569,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,240,790 | CurrentTaxYearAmt |
| Total | $79,506,381 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,110,481 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,395,900 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $276,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $706,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $883,571 | CurrentTaxYearAmt |
| Total | $1,997,249 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $825 | CurrentTaxYearAmt |
| Total | $793,741 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,297,371 | TotalSupportAmt |
| Public Support CY170 | 0.57590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 262,568. 2021 AMOUNT: $ 321,858. 2022 AMOUNT: $ 176,493. 2023 AMOUNT: $ 31,997. 2024 AMOUNT: $ 825. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,918 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,918 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,130,736 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,132,654 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $856,633 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $214,158 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $768,063 | CurrentYearMinus3Amt |
| Current Year Minus2 | $836,509 | CurrentYearMinus2Amt |
| Current Year Minus1 | $748,763 | CurrentYearMinus1Amt |
| Current Year | $856,633 | CurrentYearAmt |
| Total | $3,209,968 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,814,952 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $23,693 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,778 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,515 | CurrentYearMinus1Amt |
| Current Year | $1,918 | CurrentYearAmt |
| Total | $38,904 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $192,016 | CurrentYearMinus3Amt |
| Current Year Minus2 | $209,127 | CurrentYearMinus2Amt |
| Current Year Minus1 | $187,191 | CurrentYearMinus1Amt |
| Current Year | $214,158 | CurrentYearAmt |
| Total | $802,492 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,203,738 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,695 | CurrentYearMinus3Amt |
| Current Year Minus2 | $978 | CurrentYearMinus2Amt |
| Total | $4,673 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,015,129 | BeginningYearBalanceAmt |
| Contributions | $19,336,194 | ContributionsAmt |
| Investment Earnings Or Losses | $1,583,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,592,110 | OtherExpendituresAmt |
| End Year Balance | $32,343,027 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,089,297 | BeginningYearBalanceAmt |
| Contributions | $9,271,691 | ContributionsAmt |
| Investment Earnings Or Losses | $2,038,232 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,384,091 | OtherExpendituresAmt |
| End Year Balance | $22,015,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,474,311 | BeginningYearBalanceAmt |
| Contributions | $7,924,452 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,101,811 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,207,655 | OtherExpendituresAmt |
| End Year Balance | $20,089,297 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,853,596 | BeginningYearBalanceAmt |
| Contributions | $10,404,125 | ContributionsAmt |
| Investment Earnings Or Losses | $1,782,114 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,565,524 | OtherExpendituresAmt |
| End Year Balance | $30,474,311 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,137,946 | BeginningYearBalanceAmt |
| Contributions | $16,789,420 | ContributionsAmt |
| Investment Earnings Or Losses | $1,072,956 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,146,726 | OtherExpendituresAmt |
| End Year Balance | $27,853,596 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32520 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.67480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,219 | DepreciationAmt |
| Book Value | $39,620 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $807 | DepreciationAmt |
| Book Value | $26,222 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,753 | DepreciationAmt |
| Book Value | $56,968 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $122,810 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CF INST. MULTI-STRATEGY EQUITY FUND | $3,216,803 | F |
| CF INST. MULTI-STRATEGY FIXED INCOME | $2,992,927 | F |
| OTHER | $139,915 | F |
| COMMON STOCK | $9,569,997 | F |
| CASH RESERVE | $221,470 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,141,112 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,605,943 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,605,943 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $23,495,544 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $826,365 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $826,365 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,669,179 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $167,718 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $167,718 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,836,897 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,964,936 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,964,936 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $167,718 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $167,718 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,132,654 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE MAINTAINS VARIOUS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR THE CHARITABLE PROGRAMS OF THE INSTITUTE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | 135598093 | 501 (C) (3) | $110,000 | $0 | 2024 GRANT FOR J. STIGLITZ POST DOC |
| PACE UNIVERSITY | ||||||||
| 1 PACE PLAZA | NEW YORK | NY | 10038 | 135562314 | 501 (C) (3) | $8,000 | $0 | GRANT FOR RESEARCH AND WRITING BY F. MENDOZA LOPEZ |
| THE TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 1 NASSAU HALL | PRINCETON | NJ | 08544 | 210634501 | 501 (C) (3) | $6,000 | $0 | GRANT FOR PUBLICATION: PRIVATE EQUITY & CORP POWER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| NETWORK STIPENDS | 54 | $130,000 |
| LIBRARY AWARDS | 5 | $11,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THINK TANK GRANT - PACE UNIVERSITY FERNANDO MENDOZA LOPEZ WILL CONDUCT QUANTITATIVE ANALYSIS FOR A ROOSEVELT INSTITUTE REPORT ON THE RACIAL DISTRIBUTION OF THE EFFECTS OF TAX CHANGES ENACTED IN THE TAX CUTS AND JOBS ACT OF 2017. ROOSEVELT INSTITUTE FELLOW BEVERLY MORAN WILL DIRECT THE RESEARCH PROJECT. THE FINAL REPORT WILL BE PUBLISHED ON THE ROOSEVELT INSTITUTE WEBSITE. THINK TANK GRANT - THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY FUNDS FROM THIS GRANT WILL SUPPORT RESEARCH AT THE INITIATIVE FOR POLICY DIALOGUE AT COLUMBIA UNIVERSITY LED BY UNIVERSITY PROFESSOR JOSEPH STIGLITZ. PROFESSOR STIGLITZ ANTICIPATES THAT FUNDS WILL BE USED IN CONTINUED SUPPORT OF A POSTDOCTORAL RESEARCHER WHO WILL COORDINATE WITH MEMBERS OF THE ROOSEVELT PROGRAM TO CONDUCT THEORETICAL AND EMPIRICAL RESEARCH AS AGREED UPON OVER THE COURSE OF THE YEAR. JOSEPH STIGLITZ WILL CAREFULLY OVERSEE THEIS PROJECT AND MONITOR THE WORK OF THE POSTDOCTORAL RESEARCH SCHOLAR. THINK TANK GRANT - THE TRUSTEES OF PRINCETON UNIVERSITY ADAM GOLDSTEIN'S SUPPORT OF RESEARCH ON PRIVATE EQUITY AND CORPORATE POWER IN THE 21ST CENTURY CONDUCTED BY ROOSEVELT INSTITUTE'S CORPORATE POWER TEAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FELICIA WONG | ||||||||||||||
| PRESIDENT & CEO, EX OFFICIO | $453,221 | $0 | $62,500 | $0 | $0 | $0 | $11,000 | $0 | $40,141 | $0 | $566,862 | $0 | $0 | $0 |
| KATARINA DUPLESSY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $271,944 | $0 | $0 | $0 | $0 | $0 | $11,000 | $0 | $32,665 | $0 | $315,609 | $0 | $0 | $0 |
| JULIETTE STABLESKI | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $234,616 | $0 | $0 | $0 | $0 | $0 | $9,922 | $0 | $33,252 | $0 | $277,790 | $0 | $0 | $0 |
| LISA DEROCHE | ||||||||||||||
| CHIEF PEOPLE EQUITY OFFICER | $228,000 | $0 | $0 | $0 | $0 | $0 | $9,101 | $0 | $18,135 | $0 | $255,236 | $0 | $0 | $0 |
| DEBORAH DUNEVANT | ||||||||||||||
| SVP COMMUNICATIONS | $221,640 | $0 | $0 | $0 | $0 | $0 | $8,815 | $0 | $16,949 | $0 | $247,404 | $0 | $0 | $0 |
| ILONA KRAMER | ||||||||||||||
| CHIEF OPERATING OFFICER | $197,521 | $0 | $0 | $0 | $0 | $0 | $1,933 | $0 | $35,682 | $0 | $235,136 | $0 | $0 | $0 |
| SHANNON SMITH | ||||||||||||||
| MG DIR. FINANCE | $187,827 | $0 | $0 | $0 | $0 | $0 | $7,678 | $0 | $19,265 | $0 | $214,770 | $0 | $0 | $0 |
| SUZANNE KAHN | ||||||||||||||
| MG DIR. RESEARCH & POLICY | $205,162 | $0 | $0 | $0 | $0 | $0 | $8,291 | $0 | $1,194 | $0 | $214,647 | $0 | $0 | $0 |
| ALI BUSTAMANTE | ||||||||||||||
| DIR, WORKER POWER AND ECONOMIC SECUR | $160,669 | $0 | $0 | $0 | $0 | $0 | $6,715 | $0 | $38,549 | $0 | $205,933 | $0 | $0 | $0 |
| SONIA ARES | ||||||||||||||
| DIR. HUMAN RESOURCES | $157,045 | $0 | $0 | $0 | $0 | $0 | $6,419 | $0 | $25,518 | $0 | $188,982 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | THE ROOSEVELT INSTITUTE IS A THINK TANK ADVANCING BOLD IDEAS THAT REBALANCE POWER IN OUR ECONOMY AND DEMOCRACY, DRAWING ON THE LEGACY OF FRANKLIN AND ELEANOR ROOSEVELT. WE ADVANCE THIS MISSION THROUGH THE WORK OF OUR STAFF AND FELLOWS, AN INTERGENERATIONAL NETWORK OF STUDENTS AND ALUMNI, AND OUR PARTNERS AT THE FDR PRESIDENTIAL LIBRARY. |
| FORM 990, PART III, LINE 4A | THINK TANK: ROOSEVELT'S THINK TANK SUPPORTS OUTSTANDING THOUGHT LEADERS AS THEY TACKLE THE MOST PRESSING ECONOMIC ISSUES CONFRONTING OUR NATION AND CHAMPION IDEAS THAT PROMOTE BOTH GROWTH AND SHARED PROSPERITY. OUR RESEARCH AND POLICY NARRATIVE PRIORITIES ILLUMINATE CORPORATE POWER AS A SERIOUS CAUSE OF ECONOMIC DISTORTION AND MISALIGNMENT AND MAKE THE CASE THAT BOOSTING WORKER POWER IS ESSENTIAL TO CREATING ECONOMIC SECURITY. THROUGH STRATEGIC COMMUNICATIONS AND DEEP PARTNERSHIPS, WE BOTH AMPLIFY OUR WORK AND ENSURE IT IS USEFUL TO POLICYMAKERS AND ADVOCATES THROUGHOUT THE FIELD. |
| FORM 990, PART III, LINE 4B | NETWORK: THE ROOSEVELT NETWORK DEVELOPS AND SUPPORTS UNDERGRADUATE COLLEGE STUDENTS AND EARLY CAREER PROFESSIONALS TO BE THE NEXT GENERATION OF BOLD LEADERS IN THE POLICY ECOSYSTEM. |
| FORM 990, PART III, LINE 4C | ROOSEVELT SOCIETY: THE ROOSEVELT SOCIETY IS BUILDING A STRONGER, INTERGENERATIONAL COMMUNITY OF SCHOLARS, POLICYMAKERS, AND PUBLIC SERVANTS WORKING FOR A BETTER ECONOMY AND DEMOCRACY. IT OFFERS PROGRAMS, EVENTS, AND NETWORKING OPPORTUNITIES TO HELP BUILD POWER AND ADVANCE OUR WORLDVIEW. |
| FORM 990, PART VI, SECTION A, LINE 2 | ANNA ELEANOR ROOSEVELT, NICHOLAS W. ROOSEVELT, NANCY ROOSEVELT IRELAND AND PERRIN IRELAND HAVE A FAMILY RELATION. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE INSTITUTE AMENDED THE BY-LAWS TO REFLECT FOR THE FOLLOWING CHANGES: 1. DIRECTOR COMPENSATION: DIRECTORS TYPICALLY DO NOT RECEIVE COMPENSATION FOR BOARD DUTIES BUT MAY BE REIMBURSED FOR APPROVED EXPENSES AND COMPENSATED FOR SEPARATE EXPERT SERVICES, WITH SUCH PAYMENTS DETERMINED BY THE CEO IN CONSULTATION WITH THE BOARD CHAIR. 2. DIRECTORS - ELECTIONS: DIRECTORS SHALL BE ELECTED BY THE BOARD AT THE ANNUAL MEETING OF THE BOARD, WHICH SHALL OCCUR ONCE PER YEAR, AS DESIGNATED BY THE BOARD CHAIR. 3. OFFICERS - TERMS, ELECTIONS, VACANCIES AND RESIGNATIONS: THE INSTITUTE'S OFFICERS (CHAIR, VICE CHAIR, TREASURER, AND SECRETARY) ARE ELECTED ANNUALLY FROM AMONG THE DIRECTORS BY A PLURALITY VOTE, FOLLOWING NOMINATION BY THE BOARD CHAIR AND RECOMMENDATION BY THE GOVERNANCE AND NOMINATING COMMITTEE; OFFICERS MAY SERVE UP TO THREE THREE-YEAR TERMS, WITH EXTENSIONS ALLOWED TO COMPLETE AN OFFICER TERM. 4. PRESIDENT - TENURE, ELECTIONS, APPROVAL: AT THE END OF THE PRESIDENT'S TENURE, A NEW PRESIDENT WILL BE SELECTED BY A PROCESS AT THE DISCRETION OF THE CHAIR. THE EXECUTIVE COMMITTEE MUST REVIEW AND APPROVE THE FINAL CANDIDATE BEFORE THE NEW PRESIDENT MUST BE APPROVED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | 1. THE 990 FORM TAX RETURN IS PREPARED BY THE INSTITUTE'S INDEPENDENT AUDITORS IN COLLABORATION WITH THE INSTITUTE'S FINANCE DEPARTMENT. 2. THE DRAFT OF THE TAX RETURN IS FIRST REVIEWED BY THE CFO AND CAO/CONTROLLER, WHO PROPOSE AND DISCUSS EDITS WITH THE INDEPENDENT AUDITORS. 3. NEXT, THE DRAFT OF THE TAX RETURN IS SUBMITTED TO THE AUDIT COMMITTEE. 4. THE AUDIT COMMITTEE REVIEWS THE DRAFT OF THE TAX RETURN WITH THE INDEPENDENT AUDITORS AND EITHER RECOMMENDS REVISIONS OR APPROVES THE DRAFT. 5. NEXT, THE APPROVED DRAFT OF THE TAX RETURN IS SHARED WITH THE ENTIRE BOARD OF DIRECTORS. 6. THE BOARD OF DIRECTORS HAVE 10-14 DAYS TO REVIEW THE FINAL DRAFT OF THE TAX RETURN AND SEND QUESTIONS OR REVISIONS. 7. AFTER THE REVIEW PERIOD ENDS, THE CFO REQUESTS THE FINAL TAX RETURNS FROM THE INDEPENDENT AUDITORS. 8. THE FINANCE TEAM FILES THE TAX RETURNS AS SOON AS POSSIBLE AFTER THE END OF THE REVIEW PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 12C | 1. EACH YEAR, THE OFFICE OF THE PRESIDENT AND CEO DISTRIBUTES CONFLICT OF INTEREST FORMS TO ALL DIRECTORS OF THE BOARD 2. DIRECTORS COMPLETE THE FORMS AND DISCLOSE CONFLICT OF INTEREST, IF ANY 3. DIRECTORS SIGN THE FORMS AND RETURN THEM TO THE OFFICE OF THE PRESIDENT AND CEO 4. THE FORMS ARE SCANNED AND ELECTRONIC COPIES ARE RETAINED IN THE BOARD FOLDER IN THE CLOUD SERVER. |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR, IN DECEMBER, THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE OF THE BOARD REVIEW THE EXECUTIVE COMPENSATION, TAKING INTO CONSIDERATION THE ACCOMPLISHMENTS AND THE ANNUAL BUDGET. AT THE END OF THE REVIEW, THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE DECIDE ON THE ANNUAL SALARY AND BONUS FOR THE PRESIDENT AND CEO. THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE SHARES THE EVALUATION OF THE PRESIDENT AND CEO'S PERFORMANCE, ANNUAL SALARY AND BONUS DECISIONS WITH THE BOARD OF DIRECTORS IN A CLOSED SESSION. THE BOARD OF DIRECTORS REVIEWS THE PROPOSED SALARY AND BONUS AND MAKES THE FINAL DECISION. THE CHAIR OF THE BOARD COMMUNICATES THE FINAL DECISION ABOUT ANNUAL SALARY AND BONUS TO THE PRESIDENT AND CEO, AND THE CFO. THE DECISION IF FILED IN THE PRESIDENT AND CEO'S PERSONNEL FOLDER. THE CFO IS RESPONSIBLE FOR REFLECTING THE APPROVED SALARIES IN THE ANNUAL BUDGET AND FOR PROCESSING THE APPROVED BONUS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ROOSEVELT INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE AS REQUIRED BY LAW. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 1,958,076. MANAGEMENT AND GENERAL EXPENSES 620,515. FUNDRAISING EXPENSES 67,319. TOTAL EXPENSES 2,645,910. |