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ROOSEVELT FORWARD INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROOSEVELT FORWARD INC (EIN 84-2486795)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-14
IRS object ID
202522879349302067
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

FieldValueIRS element (for citing)
Return2025-10-14T15:34:05-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842486795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROOSEVELT FORWARD INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROOSBusinessNameControlTxt
Phone2124449130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 5TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALI NOORANIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2124449130PhoneNum
Signature2025-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROGER KIMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 5TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$911,300GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ROOSEVELTFORWARD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionROOSEVELT FORWARD IS A POLICY AND ADVOCACY ORGANIZATION INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR ROOSEVELT AND FOUNDED ON THE BELIEF THAT ECONOMIC AND SOCIAL RULES SHOULD WORK FOR ALL AMERICANS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$432,300PYContributionsGrantsAmt
CY Contributions Grants$911,300CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$432,300PYTotalRevenueAmt
CY Total Revenue$911,300CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$154,250PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$551,161CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$53,901CYTotalFundraisingExpenseAmt
PY Other Expenses$419,470PYOtherExpensesAmt
CY Other Expenses$424,821CYOtherExpensesAmt
PY Total Expenses$573,720PYTotalExpensesAmt
CY Total Expenses$975,982CYTotalExpensesAmt
PY Revenues Less Expenses-$141,420PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$64,682CYRevenuesLessExpensesAmt
Total Assets BOY$512,380TotalAssetsBOYAmt
Total Assets EOY$575,035TotalAssetsEOYAmt
Total Liabilities BOY$114,468TotalLiabilitiesBOYAmt
Total Liabilities EOY$241,805TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$397,912NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$333,230NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$688,298ExpenseAmt
DescRESEARCH AND ANALYZE IMPACT OF POLICY PROPOSALS PUT FORWARD BY LAWMAKERS AND PUBLIC POLICY LEADERS; USING TRADITIONAL AND SOCIAL MEDIA, EDUCATE THE PUBLIC ABOUT OUR ANALYSIS AND VIEWS ON POLICY PROPOSALS PROMOTED BY PUBLIC POLICY LEADERS; AND ADVANCE AN ECONOMIC POLICY REFORM AGENDA THROUGH ADVOCACY.Desc
Total Program Service Expenses$688,298TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATARINA DUPLESSYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2124449130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVE 5TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATRINA VANDEN HEUVEL
CHAIR (AS OF 4/23/24), DIRECTOR1.00Yes (X)Yes (X)$0$0$0
ROGER KIM
TREASURER (THROUGH 4/23/24)1.00Yes (X)Yes (X)$0$0$0
CLARA SHIN
SECRETARY & TREASURER (AS OF 9/24/24)1.00Yes (X)Yes (X)$0$0$0
PERRIN IRELAND
CHAIR (THROUGH 4/23/24), DIRECTOR1.00Yes (X)$0$0$0
BECKY WASSERMAN
DIRECTOR1.00Yes (X)$0$0$0
BRANDON MCKOY
DIRECTOR1.00Yes (X)$0$0$0
CHRIS TORRES
DIRECTOR1.00Yes (X)$0$0$0
LORELLA PRAELI
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$911,300AllOtherContributionsAmt
Total Contributions$911,300TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$911,300TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$205,300TotalAmt
Program Services$71,665ProgramServicesAmt
Management And General$104,396ManagementAndGeneralAmt
Fundraising$29,239FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$282,343TotalAmt
Program Services$238,222ProgramServicesAmt
Management And General$33,020ManagementAndGeneralAmt
Fundraising$11,101FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,925TotalAmt
Program Services$4,999ProgramServicesAmt
Management And General$693ManagementAndGeneralAmt
Fundraising$233FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,226TotalAmt
Program Services$25,502ProgramServicesAmt
Management And General$3,535ManagementAndGeneralAmt
Fundraising$1,189FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,367TotalAmt
Program Services$23,092ProgramServicesAmt
Management And General$3,195ManagementAndGeneralAmt
Fundraising$1,080FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,708TotalAmt
Management And General$17,708ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$254,160TotalAmt
Program Services$219,312ProgramServicesAmt
Management And General$34,343ManagementAndGeneralAmt
Fundraising$505FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,964TotalAmt
Program Services$15,964ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,607TotalAmt
Program Services$2,379ProgramServicesAmt
Management And General$948ManagementAndGeneralAmt
Fundraising$280FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
COST SHARING$132,170$87,163$34,733$10,274
BANK & FINANCE FEES$1,212$1,212

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$975,982TotalAmt
Program Services$688,298ProgramServicesAmt
Management And General$233,783ManagementAndGeneralAmt
Fundraising$53,901FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$510,750BOYAmt
EOY$496,518EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$75,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,630BOYAmt
EOY$3,517EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$512,380BOYAmt
EOY$575,035EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$114,468BOYAmt
EOY$241,805EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$114,468BOYAmt
EOY$241,805EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$397,912BOYAmt
EOY$333,230EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$397,912BOYAmt
EOY$333,230EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$512,380BOYAmt
EOY$575,035EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$64,682ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$0PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Form4720 Filed Section4955 Tax0Form4720FiledSection4955TaxInd
Correction Made0CorrectionMadeInd
Expended527 Activities$0Expended527ActivitiesAmt
Internal Funds Contributed$0InternalFundsContributedAmt
Total Exempt Function Expend$0TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IFormAndLineReferenceDesc
ExplanationAT VARIOUS TIMES WITHIN THE TAX YEAR, ROOSEVELT FORWARD MAY PROVIDE COMMENTARY TO THE GENERAL PUBLIC ON THE POLICY RECORDS OR POSITIONS OF CANDIDATES FOR PUBLIC OFFICE. ANY SUCH POLICY POSITION ASSESSMENTS OR ACTIVITIES ARE WITHIN THE LIMITS ON POLITICAL ACTIVITY IMPOSED BY INTERNAL REVENUE CODE ("CODE") SECTION 501(C)(4) AND REVENUE RULING 81-95.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 1ROOSEVELT FORWARD IS A POLICY AND ADVOCACY ORGANIZATION INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR ROOSEVELT AND FOUNDED ON THE BELIEF THAT ECONOMIC AND SOCIAL RULES SHOULD WORK FOR ALL AMERICANS.
FORM 990, PART VI, SECTION A, LINE 8BNO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BONCE COMPLETED, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS VIA EMAIL AND A MEETING IS SCHEDULED FOR REVIEW AND QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12CROOSEVELT FORWARD MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15ROOSEVELT FORWARD DOES NOT DIRECTLY COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYED BY THE ROOSEVELT INSTITUTE, AN UNRELATED ORGANIZATION EXEMPT UNDER SECTION(C)(3) OF THE CODE IN ACCORDANCE WITH A COST-SHARING AGREEMENT BETWEEN THE TWO ORGANIZATIONS. COMPENSATION OF ROOSEVELT FORWARD'S CEO AND EXECUTIVE WAS DETERMINED UNDER THE ROOSEVELT INSTITUTE'S POLICIES AND PROCEDURES THAT SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS, INCLUDING AN ANNUAL REVIEW OF EXECUTIVE COMPENSATION BY THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE OF THE BOARD, TAKING INTO CONSIDERATION THE EXECUTIVE'S ACCOMPLISHMENTS AND THE ANNUAL BUDGET.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE AS REQUIRED BY LAW.
FORM 990, PART IX, LINE 11GWEBSITE: PROGRAM SERVICE EXPENSES 6,388. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,388. MANAGEMENT CONSULTING: PROGRAM SERVICE EXPENSES 179,313. MANAGEMENT AND GENERAL EXPENSES 22,312. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,625. BOOKS, PUBLIC: PROGRAM SERVICE EXPENSES 520. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 520. AUDIO & VISUAL: PROGRAM SERVICE EXPENSES 2,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,518. VENUE CONFERENCES: PROGRAM SERVICE EXPENSES 24,249. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,249. POSTAGE, SHIPPING: PROGRAM SERVICE EXPENSES 147. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147. PAYROLL FEES: PROGRAM SERVICE EXPENSES 4,281. MANAGEMENT AND GENERAL EXPENSES 1,706. FUNDRAISING EXPENSES 505. TOTAL EXPENSES 6,492. SUBSCRIPTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,064. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,064. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,261. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,261. SUPPLIES: PROGRAM SERVICE EXPENSES 1,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,896.
PART IX - LINE 5-10ROOSEVELT FORWARD DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYED BY THE ROOSEVELT INSTITUTE, AN UNRELATED ORGANIZATION EXEMPT UNDER SECTION(C)(3) OF THE CODE. COMPENSATION OF THE INDIVIDUALS LISTED ON ROOSEVELT FORWARD'S RETURN WAS DETERMINED UNDER THE ROOSEVELT INSTITUTE'S POLICIES AND PROCEDURES THAT SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS. ROOSEVELT FORWARD OPERATES UNDER A COST SHARING AGREEMENT WITH THE ROOSEVELT INSTITUTE, APPROVED BY THE BOARD OF DIRECTORS OF EACH ORGANIZATION, UNDER WHICH THE ROOSEVELT INSTITUTE EMPLOYS BOTH ORGANIZATIONS' STAFF MEMBERS AND PAYS FOR GENERAL AND ADMINISTRATIVE EXPENSES. ROOSEVELT FORWARD REIMBURSES THE ROOSEVELT INSTITUTE FOR ITS SHARE OF THESE EXPENSES. PURSUANT TO THIS AGREEMENT, ROOSEVELT FORWARD DOES NOT ISSUE REPORTABLE COMPENSATION (W-2/1099-MISC/1099-NEC) TO THE INDIVIDUALS LISTED ON ROOSEVELT FORWARD'S RETURN. THE FOLLOWING INDIVIDUALS MANAGE ASPECTS OF ROOSEVELT FORWARD'S ACTIVITIES AND ROOSEVELT FORWARD REIMBURSED THE ROOSEVELT INSTITUTE FOR ITS SHARE OF THEIR COMPENSATION PURSUANT TO THE COST SHARING AGREEMENT: FELICIA WONG KATARINA DUPLESSY JULIETTE STABLESKI LISA DEROCHE DEBORAH DUNEVANT ILONA KRAMER SHANNON SMITH SUZANNE KAHN

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