NonprofitsThe Roosevelt Institute

Education

The Roosevelt Institute

NEW YORK, NY

Total revenue

$22.8M

Total expenses

$14.1M

Net assets

$46.2M

Grants received

$40.9M

215 grants

EIN

237213592

Tax year

2024

Mission

To create a nation where everyone enjoys a fair share of our collective prosperity.

Programs

3 programs

Network: see schedule o.

Expenses: $1.4MGrants: $130K

The roosevelt society: see schedule o.

Expenses: $1.3M

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.

Expenses: $968KGrants: $11K

Financials

FY 2024

Revenue

Contributions & grants$21.2M
Program service revenue
Investment income$1.6M
Other revenue$825
Total revenue$22.8M

Expenses

Grants paid$265K
Salaries & benefits$9.0M
Fundraising$1.2M
Other expenses$4.9M
Total expenses$14.1M
Total assets$48.6M
Net assets$46.2M

People

31 listed

NameRoleCompensation

FELICIA WONG

PRESIDENT & CEO, EX OFFICIO

Board

$516K

40 hrs/wk

KATARINA DUPLESSY

CHIEF FINANCIAL OFFICER

Board

$272K

40 hrs/wk

JULIETTE STABLESKI

CHIEF DEVELOPMENT OFFICER

Board

$235K

40 hrs/wk

LISA DEROCHE

CHIEF PEOPLE EQUITY OFFICER

Board

$228K

40 hrs/wk

ILONA KRAMER

CHIEF OPERATING OFFICER

Board

$198K

40 hrs/wk

JAS JOHL

BOARD MEMBER

Board

2 hrs/wk

BRINA MILIKOWSKY

BOARD MEMBER

Board

2 hrs/wk

SALLY MINARD

BOARD MEMBER

Board

2 hrs/wk

CHUCK MUCKENFUSS

BOARD MEMBER

Board

2 hrs/wk

SABEEL RAHMAN

BOARD MEMBER

Board

2 hrs/wk

ANNE ROOSEVELT

CHAIR

Board

2 hrs/wk

DAWN SMALLS

BOARD MEMBER

Board

2 hrs/wk

ANITA SONAWANE

BOARD MEMBER

Board

2 hrs/wk

JASMIN WEAVER

BOARD MEMBER

Board

2 hrs/wk

RANDI WEINGARTEN

BOARD MEMBER

Board

2 hrs/wk

LOLA WEST

BOARD MEMBER

Board

2 hrs/wk

NICHOLAS W ROOSEVELT

BOARD MEMBER

Board

2 hrs/wk

DARLA KASHIAN

VICE CHAIR

Board

2 hrs/wk

RAJIV NARAYAN

TREASURER

Board

2 hrs/wk

HENRY HICKS

SECRETARY

Board

2 hrs/wk

SHARON BLOCK

BOARD MEMBER

Board

2 hrs/wk

ABDUL EL-SAYED

BOARD MEMBER

Board

2 hrs/wk

ERICA HAMILTON

BOARD MEMBER

Board

2 hrs/wk

KEYONTAY HUMPHRIES

BOARD MEMBER

Board

2 hrs/wk

NANCY ROOSEVELT IRELAND

BOARD MEMBER

Board

2 hrs/wk

PERRIN IRELAND

BOARD MEMBER

Board

2 hrs/wk

DEBORAH DUNEVANT

SVP COMMUNICATIONS

Staff

$222K

40 hrs/wk

SUZANNE KAHN

MG DIR. RESEARCH & POLICY

Staff

$205K

40 hrs/wk

SHANNON SMITH

MG DIR. FINANCE

Staff

$188K

40 hrs/wk

ALI BUSTAMANTE

DIR, WORKER POWER AND ECONOMIC SECURITY

Staff

$161K

40 hrs/wk

SONIA ARES

DIR. HUMAN RESOURCES

Staff

$157K

40 hrs/wk

Independent contractors

THE KREHELY PROJECT LLC

ADVISE SENIOR STAFF ON ORGANIZATION STRA

$289K

RHIANA GUNN-WRIGHT

SENIOR FELLOW AND RESIDENT AUTHOR

$168K

Grants received

Showing 200 of 215

FromAmountPurposeYear
$1.1M
FOR GENERAL OPERATING SUPPORT
2024
$1M
ADVANCING A MORE INCLUSIVE, MORE DEMOCRATIC ECONOMY
2024
$1M
IN SUPPORT OF GENERAL OPERATIONS
2024
$600K
TO PROTECT THE CLIMATE, REDUCE POLLUTION, AND STRENGTHEN ECONOMIES
2024
$500K
TO ROOSEVELT LIBRARY
2024
$500K
FOR GENERAL OPERATING SUPPORT
2024
$500K
POVERTY, RACE, ORGANIZING AND DEMOCRACY
2024
$400K
BUILDING COMMUNITY-BASED POWER TO ADDRESS INEQUALITY
2024
$250K
82389 EXPANDING LEADERSHIP CAPACITY AND BUILDING THE POWER OF EMERGING LEADERS FROM DIVERSE COMMUNITIES TO CHAMPION THE PUBLIC GOOD
2024
$250K
81896 REIMAGINING THE TAX CODE TO BETTER SERVE AMERICAN CHILDREN AND FAMILIES
2024
$205K
FOR INTEGRATING REIMAGINE AMERICA INTO THE ROOSEVELT SOCIETY
2024
$125K
FOR SUPPORT OF THE ROOSEVELT SOCIETY PROJECT
2024
$100K
IDEAS FOR THE NEW ERA
2024
$100K
FOR GENERAL SUPPORT
2024
$100K
GENERAL SUPPORT
2024
$100K
TO CHAMPION NEW IDEAS AND NEW LEADERS TO MAKE OUR ECONOMY AND DEMOCRACY WORK FOR THE MANY, NOT THE FEW
2024
$80K
78053 ACCELERATING LEARNING ABOUT BASE-BUILDING ORGANIZATIONS' ROLE IN CREATING COMMUNITY POWER, ADVANCING SYSTEMS CHANGE, AND COMBATING STRUCTURAL RACISM
2024
$75K
GENERAL SUPPORT
2024
$75K
TO SUPPORT AN ANALYSIS OF HIGHER EDUCATION
2024
$50K
Personnel is Policy
2024
$50K
TO PROVIDE GENERAL SUPPORT
2024
$26K
General operating support
2024
$25K
ROOSEVELT SOCIETY
2024
$24K
CONTRIBUTION/PROGRAM SUPPORT
2024
$13K
80563 FILLING INFORMATION GAPS TO GUIDE FUTURE CORPORATE TAX POLICY IN THE CONTEXT OF SUPPORT FOR THE ECONOMIC WELLBEING OF CHILDREN AND FAMILIES
2024
$10K
GENERAL SUPPORT
2024
$5K
GENERAL
2024
$5K
TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C) (3)
2024
$1.5M
FOR EDUCATION ON FEDERAL CLIMATE POLICY, STRATEGY, CLIMATE PROGRAM, COMMUNICATIONS, AND CONVENINGS
2023
$1.1M
FOR GENERAL OPERATING SUPPORT
2023
$735K
For grant recipient's exempt purposes
2023
$600K
To conduct research in California
2023
$600K
To support research, education and outreach on clean industrial practices
2023
$500K
POVERTY, RACE, ORGANIZING AND DEMOCRACY
2023
$400K
BUILDING COMMUNITY-BASED POWER TO ADDRESS INEQUALITY
2023
$350K
Jobs and Family Economic Security
2023
$350K
TO ROOSEVELT LIBRARY
2023
$300K
TO PROVIDE GENERAL SUPPORT.
2023
$202K
CHARITABLE DONATION
2023
$150K
Special Initiatives
2023
$125K
FOR SUPPORT OF THE ROOSEVELT SOCIETY PROJECT
2023
$100K
GENERAL OPERATING SUPPORT
2023
$100K
ENCOURAGING A JUST TRANSITION AWAY FROM FOSSIL FUELS
2023
$100K
GENERAL SUPPORT
2023
$100K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2023
$100K
ADVANCING A CORPORATE POWER AGENDA
2023
$100K
JUSTICE40 IMPLEMENTATION: POLICY AND ORGANIZING STRATEGY
2023
$100K
FOR SUPPORT OF HOW TO SAVE A COUNTRY PODCAST
2023
$100K
SUPPORT FOR CLIMATE MOVEMENT BUILDING WORK
2023
$100K
FOR GENERAL SUPPORT
2023
$85K
SUPPORT FOR SOLAR ENERGY
2023
$83K
For its program to develop a diverse network of policy advocates
2023
$75K
General support for programs, operations and other charitable purposes
2023
$75K
TO PROVIDE GENERAL SUPPORT.
2023
$51K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2023
$50K
GENERAL SUPPORT
2023
$50K
FOR CHARITABLE PURPOSES
2023
$50K
Education
2023
$50K
GENERAL SUPPORT
2023
$25K
GENERAL PROGRAM SUPPORT
2023
$25K
GENERAL SUPPORT
2023
$23K
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
2023
$20K
GENERAL USE
2023
$15K
FOR GENERAL OPERATING SUPPORT.
2023
$15K
CONTRIBUTION/PROGRAM SUPPORT
2023
$10K
CHARITABLE
2023
$10K
GENERAL SUPPORT
2023
$10K
ALL CONTRIBUTIONS WERE MADE FOR THE GENERAL, CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE OF EACH ORGANIZATION.
2023
$10K
GENERAL OPERATING SUPPORT
2023
$10K
TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION
2023
$3K
TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C) (3)
2023
$1K
FOR GENERAL OPERATING SUPPORT
2023
$500
TO FURTHER DONEES EXEMPT PURPOSE
2023
$1.1M
For grant recipient's exempt purposes
2022
$1M
FOR GENERAL OPERATING SUPPORT
2022
$660K
PROJECT SUPPORT
2022
$600K
$500K DESIGNATED FOR ROOSEVELT LIBRARY
2022
$500K
POVERTY, RACE, ORGANIZING AND DEMOCRACY
2022
$500K
POVERTY, RACE, ORGANIZING AND DEMOCRACY
2022
$500K
BUILDING COMMUNITY-BASED POWER TO ADDRESS INEQUALITY
2022
$500K
BUILDING COMMUNITY-BASED POWER TO ADDRESS INEQUALITY
2022
$400K
shape and inform public discourse and policies for a more equitable and inclusive economy centered on the well-being of communities and our planet, through research and analysis and engagement with policymakers, media, and movement leaders
2022
$300K
TO PROVIDE GENERAL SUPPORT FOR SOUTHERN ECONOMIC ADVANCEMENT PROJECT
2022
$250K
FOR THE CLIMATE AND ECONOMIC TRANSFORMATION PROGRAM
2022
$200K
TO PROVIDE SUPPORT FOR A PLANNING GRANT FOR RACIAL/ECONOMY AGENDA LANDSCAPING WORK
2022
$200K
General Support
2022
$117K
For its program to develop a diverse network of policy advocates
2022
$100K
FOR ITS SOUTHERN ECONOMIC ADVANCEMENT PROJECT
2022
$100K
GENERAL SUPPORT
2022
$100K
FOR GENERAL SUPPORT
2022
$100K
ADVANCING A CORPORATE POWER AGENDA
2022
$100K
JUSTICE40 IMPLEMENTATION: POLICY AND ORGANIZING STRATEGY
2022
$75K
TO PROVIDE GENERAL SUPPORT
2022
$75K
FOR SUPPORT OF WHAT'S THE BIG IDEA PODCAST
2022
$65K
SUPPORT FOR SEAP'S ARPA MINI-GRANT PROJECT
2022
$50K
FOR AN INDUSTRIAL POLICY FORUM
2022
$50K
SUPPORT OF PUBLIC CHARITY
2022
$50K
Program support to research climate migration and migrant integration issues
2022
$40K
General Operating Support
2022
$35K
TO SUPPORT A FELLOWSHIP -MOVEMENT INFRASTRUCTURE AT THE INTERSECTION OF CLIMATE AND MIGRATION
2022
$25K
GENERAL PROGRAM SUPPORT
2022
$25K
FOR CHARITABLE PURPOSES
2022
$25K
GENERAL SUPPORT
2022
$25K
WE SEEK TO INVESTIGATE HOW THE ACCUMULATION AND EXPLOITATION OF MARKET POWER BY PRIVATE-EQUITY BACKED COMPANIES IMPACTS COMPETITION IN A SAMPLING OF MID-SIZED REGIONAL MARKETS, AS MEASURED BY MARKET SHARE AND CONCENTRATION, WITH A POTENTIAL ASSESSMENT OF ASSOCIATED PRICE AND QUALITY EFFECTS ON CONSUMERS AND WORKERS.
2022
$15K
GENERAL USE.
2022
$15K
CONTRIBUTION/PROGRAM SUPPORT
2022
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$10K
GENERAL OPERATING SUPPORT
2022
$10K
TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION
2022
$10K
GENERAL SUPPORT
2022
$10K
UNRESTRICTED GENERAL SUPPORT
2022
$10K
PROGRAMMATIC SUPPORT
2022
$10K
ARTS, CULTURE & HUMANITIES
2022
$8K
TO SUPPORT THE SOUTHERN ECONOMIC ADVANCEMENT PROJECT (SEAP)'S COVID-19 VACCINE OUTREACH PROGRAMS WHICH INCLUDED IDENTIFYING ORGANIZATIONS AND LEADERS THAT CAN HOST EDUCATIONAL VACCINE EVENTS THROUGHOUT THE SOUTH.
2022
$2K
TO FUND OPERATING NEEDS
2022
$1K
TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C) (3)
2022
$1K
TO PROVIDE GENERAL SUPPORT
2022
$948K
For grant recipient's exempt purposes
2021
$948K
For grant recipient's exempt purposes
2021
$254K
CHARITABLE DONATION
2021
$200K
influence popular narratives and inform policy debates through research and analysis and stakeholder engagement that prioritizes solutions and analysis that seek to close the racial wealth gap and increase worker stability and agency
2021
$150K
FURTHER CHARITABLE GOALS
2021
$150K
develop and disseminate a report with recommendations examining the implementation of federal COVID-19 recovery funding in the United States with an emphasis on the 12 southern states
2021
$50K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2021
$50K
CHARITABLE CONTRIBUTION
2021
$48K
FOOD DISTRIBUTION IN CONJUNCTION WITH CENSUS MOBILIZATION EFFORTS.
2021
$25K
General operating support
2021
$25K
GENERAL PROGRAM SUPPORT
2021
$25K
General operating support
2021
$23K
For recipient's exempt purpose
2021
$20K
sponsor the 2021 Four Freedoms Awards ceremonies that will take place during the month of October
2021
$10K
ADVISED - FOR GENERAL OPERATING SUPPORT.
2021
$6.0M
For grant recipient's exempt purposes
2020
$1M
FOR GENERAL OPERATING SUPPORT
2020
$400K
influence popular narratives and inform policy debates through research and analysis and stakeholder engagement that prioritizes solutions and analysis that seek to close the racial wealth gap and increase worker stability and agency
2020
$300K
RACE LANDSCAPE
2020
$300K
RACE LANDSCAPE
2020
$250K
FOR THE CLIMATE FINANCE REGULATORY PROJECT
2020
$162K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2020
$150K
GENERAL SUPPORT
2020
$100K
PLANNING GRANT FOR RACIAL EQUITY/ECONOMY AGENDA LANDSCAPING WORK
2020
$100K
PLANNING GRANT FOR RACIAL EQUITY/ECONOMY AGENDA LANDSCAPING WORK
2020
$85K
ADVANCING A COMPREHENSIVE CORPORATE POWER AGENDA
2020
$75K
GRANT AGREEMENT FOR POLICY SUPPORT
2020
$75K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2020
$50K
CHARITABLE CONTRIBUTION
2020
$50K
General operating support
2020
$50K
Civil Rights/Social Action/Advocacy
2020
$44K
FOR STRENGTHENING STRATEGIC COMMUNICATIONS CAPACITY
2020
$30K
FOR CHARITABLE PURPOSES
2020
$30K
GENERAL
2020
$25K
GENERAL PROGRAM SUPPORT
2020
$25K
GENERAL SUPPORT
2020
$25K
CHARITABLE CONTRIBUTION
2020
$25K
General operating support
2020
$25K
TO PROVIDE GENERAL SUPPORT.
2020
$25K
TO PROVIDE GENERAL SUPPORT.
2020
$25K
PROJECT SUPPORT FOR DEEPAK BHARGAVA FELLOWSHIP AT ROOSEVELT INSTITUTE.
2020
$25K
PROJECT SUPPORT FOR DEEPAK BHARGAVA FELLOWSHIP AT ROOSEVELT INSTITUTE.
2020
$22K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$20K
GENERAL OPERATING SUPPORT
2020
$20K
Civic Engagement
2020
$10K
TO PROVIDE GENERAL SUPPORT.
2020
$10K
CONTRIBUTION/PROGRAM SUPPORT
2020
$10K
TO ASSIST ORGANIZATION
2020
$10K
EQUALITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT
2020
$10K
GENERAL OPERATING SUPPORT
2020
$10K
TO PROMOTE THE TRAINING AND DEVELOPMENT OF EMERGING PROGRESSIVE POLICYMAKERS, RESEARCHERS, AND ADOVCATES ACROSS THE US.
2020
$10K
LIBRARY FUND
2020
$8K
UNRESTRICTED GENERAL SUPPORT
2020
$6K
General support
2020
$5K
TO PROVIDE OPERATING FUNDS
2020
$250
Civics Education
2020
$250
EDUCATION
2020
$1.3M
For grant recipient's exempt purposes
2019
$183K
General Support
2019
$75K
CHARITABLE CONTRIBTUION
2019
$40K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2019
$10K
FOR GENERAL OPERATING SUPPORT.
2019
$10K
GENERAL OPERATING SUPPORT
2019
$7K
UNRESTRICTED GENERAL SUPPORT
2019

Funded by

$40.9M from 90 funders · 215 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$12.7M · 8 grants · 2017–2023

The William & Flora Hewlett Foundation

$7.5M · 15 grants · 2020–2024

Freedom Together Foundation

$4.9M · 10 grants · 2022–2024

Jkw Foundation Tr Ua 092597

$1.6M · 4 grants · 2022–2024

WK Kellogg Foundation

$1.5M · 6 grants · 2020–2023

Seattle Foundation

$1.3M · 14 grants · 2018–2024

Climateworks Foundation

$1.3M · 2 grants · 2022–2024

John D And Catherine T Macarthur

$1M · 1 grant · 2024

Details

EIN237213592
NTEE codeB110
Subsection03
Ruling date1972-08
Formed1987
Employees75
Volunteers21
THE ROOSEVELT INSTITUTE — Mission, Financials & Grants Received | Grantivo