THE ROOSEVELT INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ROOSEVELT INSTITUTE (EIN 23-7213592)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-28
- IRS object ID
- 202202719349301435
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-28T15:36:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FELICIA | PersonFirstNm |
| Person Last | WONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $14,914,050 | 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 | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,854,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,514,092 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,772 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,343 | CYInvestmentIncomeAmt |
| PY Other Revenue | $357,843 | PYOtherRevenueAmt |
| CY Other Revenue | $23,304 | CYOtherRevenueAmt |
| PY Total Revenue | $21,226,020 | PYTotalRevenueAmt |
| CY Total Revenue | $14,561,739 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $299,166 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,822,797 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,502,737 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,705,460 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $71,800 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $115,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $670,895 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,087,462 | PYOtherExpensesAmt |
| CY Other Expenses | $2,717,998 | CYOtherExpensesAmt |
| PY Total Expenses | $7,961,165 | PYTotalExpensesAmt |
| CY Total Expenses | $12,361,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,264,855 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,200,484 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,959,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,947,474 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $857,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $817,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,101,308 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,130,179 | 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 | $7,466,303 | ExpenseAmt |
| Grant | $2,746,997 | GrantAmt |
| Desc | THINK TANK: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $839,528 | ExpenseAmt |
| Grant | $60,700 | GrantAmt |
| Desc | NETWORK: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $664,979 | ExpenseAmt |
| Grant | $15,100 | GrantAmt |
| Desc | FDR LIBRARY: SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,970,810 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 126 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 (35 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 |
|---|---|---|---|---|---|---|---|
| ANNA ELEANOR ROOSEVELT | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM VANDEN HEUVEL | |||||||
| CHAIR EMERITUS | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WOLE COAXUM | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CANTWELL MUCKENFUSS III | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAUL SPARROW | |||||||
| FRDL DIRECTOR, EX OFFICIO | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN ADLER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE BRANDT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM CONNER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA COOK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ABDUL EL-SAYED | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIE GEORGE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P HOFFA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PERRIN IRELAND | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY ROOSEVELT IRELAND | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAS JOHL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DARLA KASHIAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH MESTRICH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY MINARD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS W ROOSEVELT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHOEBE ROOSEVELT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD SCHWARTZ | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN SMALLS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATRINA VANDEN HEUVEL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDI WEINGARTEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN WOLFF | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICIA WONG | |||||||
| PRESIDENT & CEO, EX OFFICIO | 40.00 | Yes (X) | $351,038 | $0 | $38,166 | ||
| KATARINA K DUPLESSY | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $199,084 | $0 | $35,190 | ||
| JEFFREY KREHELY | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $124,997 | $0 | $11,684 | ||
| SCOTT MILLSTEIN | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | Yes (X) | $153,163 | $0 | $374 | ||
| MARISSA GUANANJA | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | Yes (X) | $110,834 | $0 | $8,626 | ||
| PATRICIA PRUNTY | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $150,470 | $0 | $6,691 | Yes (X) | ||
| CAMELLIA PHILLIPS | |||||||
| SVP OPERATIONS | 40.00 | $172,815 | $0 | $39,924 | Yes (X) | ||
| STEPHANIE STERLING | |||||||
| VP AND SR ADVISOR | 40.00 | $188,386 | $0 | $8,177 | Yes (X) | ||
| MICHAEL KONCZAL | |||||||
| DIR. PROGR. THOUGHT | 40.00 | $167,728 | $0 | $17,801 | Yes (X) | ||
| SUZANNE KAHN | |||||||
| MG DIR, RESEARCH & POLICY | 40.00 | $144,839 | $0 | $42,022 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,763,354 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $208,655 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JEE KIM DBA NEW GRAVITY LLC | |||||
| 3323 HICKOK PLACE | BOULDER | CO | 80301 | PROGRAM CONSULTANT, NARRATIVE PROJECT | $266,000 |
| DUFOUR & CO LLC | |||||
| 1901 N FORT MYER DRIVE | ARLINGTON | VA | 22209 | WEBINARS AND SPECIAL EVENT MGMT | $146,694 |
| BOOST SOCIAL SECTOR CONSULTING LLC | |||||
| 9021 LINDALE DRIVE | BETHESDA | MD | 20817 | STRATEGIC PLANNING | $140,250 |
| RMZ HOLDINGS DBA KG CONSULTING | |||||
| 5009 BELT RD NW | WASHINGTON | DC | 20016 | FUNDRAISING, SPECIAL EVENTS | $138,000 |
| THE KREHELY PROJECT LLC | |||||
| PO BOX 55 | PROVINCETOWN | MA | 02657 | STRATEGIC, COMMUNICATIONS PLANNING | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $550,634 | FundraisingAmt |
| All Other Contributions | $13,963,458 | AllOtherContributionsAmt |
| Noncash Contributions | $7,483 | NoncashContributionsAmt |
| Total Contributions | $14,514,092 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,099 | TotalRevenueColumnAmt |
| Exclusion | $24,099 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,001 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,757 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244 | TotalRevenueColumnAmt |
| Exclusion | $244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $550,634 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $298,554 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$298,554 | TotalRevenueColumnAmt |
| Exclusion | -$298,554 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $321,858 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $321,858 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $321,858 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,561,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $321,858 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$274,211 | 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 | $2,746,997 | TotalAmt |
| Program Services | $2,746,997 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,800 | TotalAmt |
| Program Services | $75,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,157 | TotalAmt |
| Program Services | $711,098 | ProgramServicesAmt |
| Management And General | $259,374 | ManagementAndGeneralAmt |
| Fundraising | $62,685 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,488,225 | TotalAmt |
| Program Services | $3,087,034 | ProgramServicesAmt |
| Management And General | $1,129,564 | ManagementAndGeneralAmt |
| Fundraising | $271,627 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,206 | TotalAmt |
| Program Services | $92,307 | ProgramServicesAmt |
| Management And General | $32,613 | ManagementAndGeneralAmt |
| Fundraising | $8,286 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,467 | TotalAmt |
| Program Services | $440,352 | ProgramServicesAmt |
| Management And General | $155,585 | ManagementAndGeneralAmt |
| Fundraising | $39,530 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,405 | TotalAmt |
| Program Services | $287,859 | ProgramServicesAmt |
| Management And General | $101,705 | ManagementAndGeneralAmt |
| Fundraising | $25,841 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,037 | TotalAmt |
| Program Services | $609 | ProgramServicesAmt |
| Management And General | $61,152 | ManagementAndGeneralAmt |
| Fundraising | $4,276 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,143 | TotalAmt |
| Program Services | $941 | ProgramServicesAmt |
| Management And General | $94,589 | ManagementAndGeneralAmt |
| Fundraising | $6,613 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,000 | TotalAmt |
| Fundraising | $115,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,274 | TotalAmt |
| Management And General | $46,274 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,973 | TotalAmt |
| Program Services | $955,909 | ProgramServicesAmt |
| Management And General | $508,029 | ManagementAndGeneralAmt |
| Fundraising | $47,035 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,676 | TotalAmt |
| Program Services | $14,321 | ProgramServicesAmt |
| Management And General | $286 | ManagementAndGeneralAmt |
| Fundraising | $69 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,677 | TotalAmt |
| Program Services | $27,767 | ProgramServicesAmt |
| Management And General | $8,227 | ManagementAndGeneralAmt |
| Fundraising | $11,683 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,193 | TotalAmt |
| Program Services | $14,845 | ProgramServicesAmt |
| Management And General | $68,042 | ManagementAndGeneralAmt |
| Fundraising | $1,306 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,124 | TotalAmt |
| Program Services | $378,376 | ProgramServicesAmt |
| Management And General | $133,617 | ManagementAndGeneralAmt |
| Fundraising | $32,131 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,369 | TotalAmt |
| Program Services | $13,868 | ProgramServicesAmt |
| Management And General | $11,861 | ManagementAndGeneralAmt |
| Fundraising | $5,640 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,708 | TotalAmt |
| Program Services | $3,374 | ProgramServicesAmt |
| Management And General | $2,333 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,795 | TotalAmt |
| Program Services | $29,494 | ProgramServicesAmt |
| Management And General | $6,692 | ManagementAndGeneralAmt |
| Fundraising | $1,609 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,739 | TotalAmt |
| Program Services | $582 | ProgramServicesAmt |
| Management And General | $73,157 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Total | $153,290 | TotalAmt |
| Program Services | $89,277 | ProgramServicesAmt |
| Management And General | $26,450 | ManagementAndGeneralAmt |
| Fundraising | $37,563 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,361,255 | TotalAmt |
| Program Services | $8,970,810 | ProgramServicesAmt |
| Management And General | $2,719,550 | ManagementAndGeneralAmt |
| Fundraising | $670,895 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,976,216 | BOYAmt |
| EOY | $9,087,556 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,804,972 | BOYAmt |
| EOY | $8,026,425 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,682,119 | BOYAmt |
| EOY | $7,603,790 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,635 | BOYAmt |
| EOY | $20,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $162,211 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,572 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,434 | BOYAmt |
| EOY | $73,639 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,838,637 | BOYAmt |
| EOY | $14,620,750 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,988 | BOYAmt |
| EOY | $514,790 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,959,001 | BOYAmt |
| EOY | $39,947,474 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,769 | BOYAmt |
| EOY | $532,003 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,924 | BOYAmt |
| EOY | $285,292 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,693 | BOYAmt |
| EOY | $817,295 | 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 | $15,037,790 | BOYAmt |
| EOY | $22,631,442 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,063,518 | BOYAmt |
| EOY | $16,498,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,101,308 | BOYAmt |
| EOY | $39,130,179 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,959,001 | BOYAmt |
| EOY | $39,947,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,200,484 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,828,387 | 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 | $7,191,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,591,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,524,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,854,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,514,092 | CurrentTaxYearAmt |
| Total | $60,676,460 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,191,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,591,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,524,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,854,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,514,092 | CurrentTaxYearAmt |
| Total | $60,676,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,000,947 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,675,513 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $403,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,099 | CurrentTaxYearAmt |
| Total | $1,253,639 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $509,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $262,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $321,858 | CurrentTaxYearAmt |
| Total | $1,493,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,423,143 | TotalSupportAmt |
| Public Support CY170 | 0.60980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55570 | 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 - 2017 AMOUNT: $ 509,334. 2018 AMOUNT: $ 141,534. 2019 AMOUNT: $ 257,750. 2020 AMOUNT: $ 262,568. 2021 AMOUNT: $ 321,858. | 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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,695 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,998 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,693 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,337,562 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,361,255 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $768,063 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $192,016 | 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 | $487,683 | CurrentYearMinus3Amt |
| Current Year Minus2 | $555,930 | CurrentYearMinus2Amt |
| Current Year Minus1 | $548,058 | CurrentYearMinus1Amt |
| Current Year | $768,063 | CurrentYearAmt |
| Total | $2,359,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,539,601 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $16,860 | CurrentYearMinus3Amt |
| Current Year Minus2 | $8,150 | CurrentYearMinus2Amt |
| Current Year Minus1 | $27,035 | CurrentYearMinus1Amt |
| Current Year | $23,693 | CurrentYearAmt |
| Total | $75,738 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $121,921 | CurrentYearMinus3Amt |
| Current Year Minus2 | $138,983 | CurrentYearMinus2Amt |
| Current Year Minus1 | $137,015 | CurrentYearMinus1Amt |
| Current Year | $192,016 | CurrentYearAmt |
| Total | $589,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $884,903 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,695 | CurrentYearAmt |
| Total | $3,695 | TotalAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $168,951 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,217,445 | BeginningYearBalanceAmt |
| Contributions | $6,200,025 | ContributionsAmt |
| Investment Earnings Or Losses | $1,857,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,137,309 | OtherExpendituresAmt |
| End Year Balance | $16,137,946 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,264,866 | BeginningYearBalanceAmt |
| Contributions | $7,775,789 | ContributionsAmt |
| Investment Earnings Or Losses | -$381,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,441,379 | OtherExpendituresAmt |
| End Year Balance | $14,217,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,529,903 | BeginningYearBalanceAmt |
| Contributions | $4,799,303 | ContributionsAmt |
| Investment Earnings Or Losses | $1,455,081 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,519,421 | OtherExpendituresAmt |
| End Year Balance | $13,264,866 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45860 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.54140 | 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 | $69,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,018 | DepreciationAmt |
| Book Value | $38,590 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,031 | DepreciationAmt |
| Book Value | $6,322 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,523 | DepreciationAmt |
| Book Value | $28,727 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,639 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CF INST. MULTI-STRATEGY EQUITY FUND | $9,147,376 | F |
| CF INST. MULTI-STRATEGY BOND FUND | $5,473,374 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,620,750 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $16,343,852 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,828,387 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,828,387 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,515,465 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,274 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $46,274 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,561,739 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,314,981 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,314,981 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,274 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $46,274 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,361,255 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE INSTITUTE'S ARTWORK IS DISPLAYED IN THE FDR'S LIBRARY'S VISITOR CENTER. THE ARTWORK IS STATED AT THE COST. THE INSTITUTE ALSO HOLDS A COLLECTION OF AUTOGRAPHS OF FDR, BOOKS AND DOCUMENTS, WHICH ARE STORED AT THE FDR LIBRARY. THE COLLECTION IS STATED AT THE APPRAISED VALUE AT THE DATE OF DONATION. |
| PART V, LINE 4: | 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMZ HOLDINGS DBA KG CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5009 BELT ROAD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $115,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $115,000 | TotalRetainedByContractorsAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DPSA | Event1Nm |
| Gross Receipts Event1 | $405,850 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $405,850 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $107,819 | OtherDirectExpensesEvent1Amt |
| Event2 | FFA | Event2Nm |
| Gross Receipts Event2 | $144,784 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $144,784 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $190,735 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $550,634 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $550,634 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $298,554 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $298,554 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$298,554 | NetIncomeSummaryAmt |
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 |
|---|---|---|---|---|---|---|---|---|
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | 821517696 | 501 (C) (3) | $2,631,579 | $0 | POWER BUILDING FUND (FUND ID 21946) |
| 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) | $85,000 | $0 | GRANT PAYMENT FOR MASON FELLOWSHIP (1/21-6/22) |
| RESEARCH FOUNDATION OF CITY UNIVERSITY OF NEW YORK | ||||||||
| 230 W 41ST ST | NEW YORK | NY | 10036 | 131988190 | 501 (C) (3) | $28,418 | $0 | 2021 GRANT FOR J. STIGLITZ POST DOC |
| 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 | 52 | $60,700 |
| THINK TANK - AWARDS | 4 | $6,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THINK TANK GRANT - AMALGAMATED CHARITABLE FOUNDATION THE ROOSEVELT INSTITUTE HAS ENGAGED THE AMALGAMATED CHARITABLE FOUNDATION TO MANAGE GRANTMAKING FOR ONE OF ITS PROGRAMS. ALL ACTIVITIES UNDER THIS GRANT ARE GOVERNED BY THE MEMORANDUM OF UNDERSTANDING BETWEEN THE ROOSEVELT INSTITUTE AND AMALGAMATED CHARITABLE FOUNDATION, EXECUTED 1/26/2021. THINK TANK GRANT - RESEARCH FOUNDATION OF CITY UNIVERSITY OF NEW YORK JW MASON WILL PRODUCE TWO AUTHORED OR CO-AUTHORED PAPERS RELATED TO MACROECONOMICS AND THE CONTINUED DEBATE OVER THE ECONOMIC RECOVERY IN 2021 AND 2022 AND 2 AUTHORED BLOG POSTS AND REVIEW OF 4 BLOG POSTS AND 1 PAPER BY ROOSEVELT PEERS. MASON WILL ALSO SERVE ON AND SUPPORT THE DEVELOPMENT OF A NEW MACROECONOMIC ANALYSIS TEAM AT THE THINK TANK, HELPING INFORM THE RESEARCH AND WRITING OF THE PROGRAM STAFF AND FELLOWS WHICH WILL INCLUDE A WEEKLY MEETING WITH THE ROOSEVELT INSTITUTE DIRECT REPORT. THINK TANK GRANT - COLUMBIA UNIVERSITY, INITIATIVE FOR POLICY DIALOGUE RESEARCH FUNDS FROM THIS GRANT WILL SUPPORT RESEARCH AT THE INITIATIVE FOR POLICY DIALOGUE AT COLUMBIA UNIVERSITY LED BY UNIVERSITY PROFESSOR JOSEPH STIGLITZ. 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 EXPLORING THE ROLE OF RENT-SEEKING IN GIVING RISE TO INEQUALITY AND DETERMINANTS OF INEQUALITY-GENERATING RENT SEEKING IN THE US AND OTHER ECONOMIES. JOSEPH STIGLITZ WILL CAREFULLY OVERSEE THIS PROJECT AND MONITOR THE WORK OF THE POSTDOCTORAL RESEARCHER. LIBRARY GRANTS THIS PROGRAM FUNDS RESEARCHERS AT THE FDR PRESIDENTIAL LIBRARY TO CONDUCT RESEARCH IN THE ARCHIVES. TO RECEIVE A GRANT, THE APPLICANT MUST FILL OUT AN APPLICATION, WHICH INCLUDES A DESCRIPTION OF THE RESEARCH, LETTERS OF RECOMMENDATION, A BIBLIOGRAPHY AND A BUDGET. THE APPLICATIONS ARE REVIEWED BY A COMMITTEE OF SCHOLARS AND THE SENIOR ARCHIVIST AT THE FDR LIBRARY TO DETERMINE THE VIABILITY OF THE PROJECT, THE RELEVANCE OF THE LIBRARY'S HOLDINGS TO THE PROJECT, AND THE APPROPRIATENESS OF THE BUDGET. ONCE AN INDIVIDUAL IS AWARDED A GRANT, THEY ARE NOTIFIED BY LETTER (EMAIL) BY THE CHAIR OF THE GRANTS-IN-AID COMMITTEE. THE GRANTS ARE MONITORED BY THE SENIOR ARCHIVIST OF THE FRL LIBRARY. | 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 (8 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 | $334,875 | $0 | $16,163 | $0 | $0 | $0 | $11,000 | $0 | $27,166 | $0 | $389,204 | $0 | $0 | $0 |
| KATARINA K DUPLESSY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $199,084 | $0 | $0 | $0 | $0 | $0 | $8,158 | $0 | $27,032 | $0 | $234,274 | $0 | $0 | $0 |
| CAMELLIA PHILLIPS | ||||||||||||||
| SVP OPERATIONS | $170,815 | $0 | $2,000 | $0 | $0 | $0 | $7,198 | $0 | $32,726 | $0 | $212,739 | $0 | $0 | $0 |
| STEPHANIE STERLING | ||||||||||||||
| VP AND SR ADVISOR | $186,386 | $0 | $2,000 | $0 | $0 | $0 | $7,535 | $0 | $642 | $0 | $196,563 | $0 | $0 | $0 |
| SUZANNE KAHN | ||||||||||||||
| MG DIR, RESEARCH & POLICY | $142,839 | $0 | $2,000 | $0 | $0 | $0 | $6,145 | $0 | $35,877 | $0 | $186,861 | $0 | $0 | $0 |
| MICHAEL KONCZAL | ||||||||||||||
| DIR. PROGR. THOUGHT | $165,728 | $0 | $2,000 | $0 | $0 | $0 | $6,909 | $0 | $10,892 | $0 | $185,529 | $0 | $0 | $0 |
| PATRICIA PRUNTY | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $148,470 | $0 | $2,000 | $0 | $0 | $0 | $6,019 | $0 | $672 | $0 | $157,161 | $0 | $0 | $0 |
| SCOTT MILLSTEIN | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $143,163 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $374 | $0 | $153,537 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | UNTIL ECONOMIC AND SOCIAL RULES WORK FOR ALL AMERICANS, THEY'RE NOT WORKING. INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR, THE ROOSEVELT INSTITUTE RE-IMAGINES THE RULES TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY. WE ARE A 21ST CENTURY THINK TANK BRINGING TOGETHER MULTIPLE GENERATIONS OF THINKERS AND LEADERS TO HELP DRIVE KEY ECONOMIC AND SOCIAL DEBATES AND HAVE LOCAL AND NATIONAL IMPACT. WE ADVANCE THIS MISSION THROUGH THE WORK OF OUR STAFF, FELLOWS, A NETWORK OF STUDENTS AND ALUMNI, AND OUR PARTNERS AT THE FDR PRESIDENTIAL LIBRARY. |
| FORM 990, PART III, LINE 4A | THINK TANK: ROOSEVELT'S ECONOMIC AND SOCIAL POLICY THINK TANK SUPPORTS A DIVERSE SET OF OUTSTANDING THOUGHT LEADERS AS THEY TACKLE THE MOST PRESSING ECONOMIC ISSUES CONFRONTING OUR NATION. OUR INFLUENTIAL REWRITING THE RULES ECONOMIC AGENDA PROVIDES THE GROUNDWORK FOR OUR APPROACH. IT ARGUES THAT INEQUALITY IS A CHOICE DETERMINED BY THE RULES THAT STRUCTURE OUR ECONOMY AND THESE RULES CAN BE REWRITTEN TO PROMOTE BOTH GROWTH AND SHARED PROSPERITY. OUR RESEARCH AND POLICY NARRATIVE PRIORITIES ARE: MAKING THE CASE THAT A HEALTHIER ECONOMY AND A HEALTHIER DEMOCRACY REQUIRE ALIGNING ECONOMIC AND RACIAL EQUALITY AGENDAS; ILLUMINATING CORPORATE POWER AS A SERIOUS CAUSE OF ECONOMIC DISTORTION AND MISALIGNMENT; MAKING THE CASE THAT WORKER POWER CAN BE A COUNTERVAILING FORCE TO CORPORATE POWER; EXPOSING THE ROLE OF STRUCTURAL DISCRIMINATION IN DRIVING UNEQUAL OUTCOMES; AND DEVELOPING PROACTIVE RESPONSES TO THE RAPIDLY CHANGING NATURE OF OUR ECONOMY. 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: A PROGRAM OF THE ROOSEVELT INSTITUTE, THE ROOSEVELT NETWORK DEVELOPS AND SUPPORTS UNDERGRADUATE COLLEGE STUDENTS AND EARLY CAREER PROFESSIONALS IN PARTICULAR, THOSE WHO HOLD IDENTITIES THAT HAVE HISTORICALLY BEEN DENIED POLITICAL POWER TO BE THE NEXT GENERATION OF LEADERS IN THE PROGRESSIVE POLICY ECOSYSTEM. |
| FORM 990, PART III, LINE 4C | 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. |
| FORM 990, PART VI, SECTION A, LINE 2 | KATRINA VANDEN HEUVEL AND WILLIAM VANDEN HEUVEL HAVE A FAMILY RELATIONSHIP. ANNA ELEANOR ROOSEVELT, PHOEBE ROOSEVELT, NICHOLAS W. ROOSEVELT, NANCY ROOSEVELT IRELAND AND PERRIN IRELAND HAVE A FAMILY RELATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 FORM TAX RETURN IS PREPARED BY TAX PROFESSIONALS IN COLLABORATION WITH THE INSTITUTE'S ACCOUNTING AND FINANCE DEPARTMENT. THE RETURN IS FIRST REVIEWED BY CFO, WHO PROPOSES AND DISCUSSES EDITS WITH THE INDEPENDENT AUDITORS. THE REVISED RETURN IS SUBMITTED TO AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE REVIEWS THE RETURN AND RECOMMENDS REVISIONS. THE FINAL DRAFT OF THE RETURN IS SHARED WITH THE ENTIRE BOARD OF DIRECTORS. THE DIRECTORS ARE GIVEN UP TO 14 DAYS TO REVIEW AND RAISE QUESTIONS TO THE AUDIT COMMITTEE. AFTER THE REVIEW PERIOD, THE AUDIT COMMITTEE INSTRUCTS CFO TO PREPARE AND FILE THE FINAL TAX RETURNS. |
| FORM 990, PART VI, SECTION B, LINE 12C | 1. EACH YEAR, IN DECEMBER, 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 RETURN SIGNED FORMS TO THE OFFICE OF THE PRESIDENT AND CEO. 4. THE FORMS ARE SCANNED AND ELECTRONIC COPIES ARE RETAINED IN THE BOARD FILES. |
| FORM 990, PART VI, SECTION B, LINE 15 | 1. EACH YEAR, IN DECEMBER, THE PRESIDENT OF THE BOARD AND THE EXECUTIVE COMMITTEE OF THE BOARD REVIEW THE EXECUTIVE COMPENSATION IN THE CONTEXT BOTH OF ACCOMPLISHMENTS FOR THE PRIOR YEAR AND THE NEXT YEAR'S ANNUAL BUDGET. 2. AT THE END OF THE REVIEW, THE PRESIDENT OF THE BOARD AND THE EXECUTIVE COMMITTEE DECIDE ON THE EXECUTIVE SALARY INCREASE AND AN ANNUAL BONUS, IF ANY. 3. THE SALARY AND BONUS DECISION, ALONG WITH THE EVALUATION OF THE EXECUTIVE PERFORMANCE, ARE SHARED WITH THE BOARD OF DIRECTORS IN A CLOSED SESSION. 4. THE BOARD OF DIRECTORS REVIEWS THE PROPOSED CHANGES TO THE EXECUTIVE COMPENSATION AND MAKES THE FINAL DECISION. 5. THE DECISION IS COMMUNICATED TO THE PRESIDENT AND CEO AND CFO BY THE PRESIDENT OF THE BOARD. 6. THE DECISION IS FILED IN THE PRESIDENT AND CEO'S PERSONNEL FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON-LINE WITH GUIDESTAR. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 955,909. MANAGEMENT AND GENERAL EXPENSES 508,029. FUNDRAISING EXPENSES 47,035. TOTAL EXPENSES 1,510,973. |