The Roosevelt Institute

Organization Overview

The Roosevelt Institute is located in New York, NY. The organization was established in 1972. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. As of 12/2021, Roosevelt Institute employed 75 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roosevelt Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2021, Roosevelt Institute generated $14.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.5% each year . All expenses for the organization totaled $12.4m during the year ending 12/2021. While expenses have increased by 9.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY.

Describe the Organization's Program Activity:

Part 3 - Line 4a

THINK TANK: SEE SCHEDULE O.


NETWORK: SEE SCHEDULE O.


FDR LIBRARY: SEE SCHEDULE O.


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
Rmz Holdings Dba Kg Consulting
Fundraising, Special Events
$138,000
Boost Social Sector Consulting Llc
Strategic Planning
$140,250
Jee Kim Dba New Gravity Llc
Program Consultant, Narrative Project
$266,000
The Krehely Project Llc
Strategic, Communications Planning
$130,000
Dufour & Co Llc
Webinars And Special Event Mgmt
$146,694
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$550,634
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$13,963,458
Noncash contributions included in lines 1a–1f $7,483
Total Revenue from Contributions, Gifts, Grants & Similar$14,514,092
Total Program Service Revenue$0
Investment income $24,099
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $244
Net Income from Fundraising Events -$298,554
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $14,561,739

Grants Awarded

Over the last fiscal year, The Roosevelt Institute has awarded $2,744,997 in support to 3 organizations.

Grant RecipientAmount

AMALGAMATED CHARITABLE FOUNDATION INC

Org PageRecipient Profile

Washington, DC

PURPOSE: POWER BUILDING FUND (FUND ID 21946)

$2,631,579

THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

Org PageRecipient Profile

New York, NY

PURPOSE: GRANT PAYMENT FOR MASON FELLOWSHIP (1/21-6/22)

$85,000

RESEARCH FOUNDATION OF CITY UNIVERSITY OF NEW YORK

Org PageRecipient Profile

New York, NY

PURPOSE: 2021 GRANT FOR J. STIGLITZ POST DOC

$28,418
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 33 grants that The Roosevelt Institute has recieved totaling $7,451,835.

Awarding OrganizationAmount
William & Flora Hewlett Foundation

Menlo Park, CA

PURPOSE: FOR GENERAL OPERATING SUPPORT

$1,300,000
The Jpb Foundation

New York, NY

PURPOSE: POVERTY, RACE, ORGANIZING AND DEMOCRACY

$1,000,000
William & Flora Hewlett Foundation

Menlo Park, CA

PURPOSE: FOR GENERAL OPERATING SUPPORT

$1,000,000
The Jpb Foundation

New York, NY

PURPOSE: BUILDING COMMUNITY-BASED POWER TO ADDRESS INEQUALITY

$500,000
Skoll Foundation

Palo Alto, CA

PURPOSE: GENERAL OPERATING SUPPORT

$500,000
The Jpb Foundation

New York, NY

PURPOSE: BUILDING COMMUNITY-BASED POWER TO ADDRESS INEQUALITY

$500,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$27,853,596
Earnings$1,782,114
Net Contributions$10,404,125
Other Expense$9,565,524
Ending Balance$30,474,311

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