THE ROOSEVELT INSTITUTE Charity Report

Public IRS 990 nonprofit record

THE ROOSEVELT INSTITUTE

EIN 23-7213592 · Education (B110)

What they do

to CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE of OUR COLLECTIVE PROSPERITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $63.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

39.03%of revenue went to mission work63.1% of expenses · Program services

5.13%of revenue went to fundraising8.3% of expenses

$61.89spent for every $100 of revenueRevenue covered expenses this year.

17.72%of revenue went to management and office costs28.6% of expenses

$3.44in assets for every $1 spent this yearSome assets cannot be spent right away.

93.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $566,862 for FELICIA WONG (PRESIDENT & CEO, EX OFFICIO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$22,836,897

Mission workProgram services$8,913,63139.03% of revenue63.1% of expenses

ManagementOffice and general costs$4,047,02317.72% of revenue28.6% of expenses

FundraisingAsking for donations$1,172,0005.13% of revenue8.3% of expenses

Revenue left after expensesReported annual surplus$8,704,24338.11% of revenueShown in gray on the chart

Total expenses$14,132,65461.89% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 63.1% mission · 28.6% management · 8.3% fundraisingTotal expenses: 61.89% of revenue

2023Expense mix: 56.5% mission · 33.9% management · 9.6% fundraisingTotal expenses: 90.62% of revenue

2022Expense mix: 71.3% mission · 22.7% management · 6.0% fundraisingTotal expenses: 82.05% of revenue

2021Expense mix: 72.6% mission · 22.0% management · 5.4% fundraisingTotal expenses: 84.89% of revenue

2020Expense mix: 74.9% mission · 19.3% management · 5.8% fundraisingTotal expenses: 37.51% of revenue

2018Expense mix: 77.4% mission · 17.5% management · 5.1% fundraisingTotal expenses: 67.29% of revenue

Money in and money out

Revenue$22,836,897

Expenses$14,132,654

Annual surplus $8,704,243 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,913,631 · 63.1% of expenses

Management and office costs$4,047,023 · 28.6% of expenses

Fundraising$1,172,000 · 8.3% of expenses

See all reported dollar amounts

Revenue$22,836,897

Expenses$14,132,654

Assets$48,635,745

Income$36,033,848

Contributions$21,240,790

Mission work (program services)$8,913,631

Fundraising$1,172,000

Grants given$5,949,542

Average grant$424,967

Management and general$4,047,023

Accounting fees$67,179

Investing fees$167,718

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

FELICIA WONGPRESIDENT & CEO, EX OFFICIO · 40 hrs/week $566,862Base $515,721 · Other $51,141

KATARINA DUPLESSYCHIEF FINANCIAL OFFICER · 40 hrs/week $315,609Base $271,944 · Other $43,665

JULIETTE STABLESKICHIEF DEVELOPMENT OFFICER · 40 hrs/week $277,790Base $234,616 · Other $43,174

LISA DEROCHECHIEF PEOPLE EQUITY OFFICER · 40 hrs/week $255,236Base $228,000 · Other $27,236

DEBORAH DUNEVANTSVP COMMUNICATIONS · 40 hrs/week $247,404Base $221,640 · Other $25,764

ILONA KRAMERCHIEF OPERATING OFFICER · 40 hrs/week $235,136Base $197,521 · Other $37,615

SHANNON SMITHMG DIR. FINANCE · 40 hrs/week $214,770Base $187,827 · Other $26,943

SUZANNE KAHNMG DIR. RESEARCH & POLICY · 40 hrs/week $214,647Base $205,162 · Other $9,485

ALI BUSTAMANTEDIR, WORKER POWER AND ECONOMIC SECURITY · 40 hrs/week $205,933Base $160,669 · Other $45,264

SONIA ARESDIR. HUMAN RESOURCES · 40 hrs/week $188,982Base $157,045 · Other $31,937

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

FELICIA WONGPRESIDENT & CEO, EX OFFICIO

KATARINA DUPLESSYCHIEF FINANCIAL OFFICER

JULIETTE STABLESKICHIEF DEVELOPMENT OFFICER

LISA DEROCHECHIEF PEOPLE EQUITY OFFICER

DEBORAH DUNEVANTSVP COMMUNICATIONS

ILONA KRAMERCHIEF OPERATING OFFICER

SHANNON SMITHMG DIR. FINANCE

SUZANNE KAHNMG DIR. RESEARCH & POLICY

ALI BUSTAMANTEDIR, WORKER POWER AND ECONOMIC SECURITY

SONIA ARESDIR. HUMAN RESOURCES

LOLA WESTBOARD MEMBER

ABDUL EL-SAYEDBOARD MEMBER

SHARON BLOCKBOARD MEMBER

SALLY MINARDBOARD MEMBER

SABEEL RAHMANBOARD MEMBER

RANDI WEINGARTENBOARD MEMBER

RAJIV NARAYANTREASURER

PERRIN IRELANDBOARD MEMBER

NICHOLAS W ROOSEVELTBOARD MEMBER

NANCY ROOSEVELT IRELANDBOARD MEMBER

DAWN SMALLSBOARD MEMBER

ANITA SONAWANEBOARD MEMBER

KEYONTAY HUMPHRIESBOARD MEMBER

ANNE ROOSEVELTCHAIR

BRINA MILIKOWSKYBOARD MEMBER

JASMIN WEAVERBOARD MEMBER

JAS JOHLBOARD MEMBER

CHUCK MUCKENFUSSBOARD MEMBER

HENRY HICKSSECRETARY

DARLA KASHIANVICE CHAIR

ERICA HAMILTONBOARD MEMBER

About this charity

Recognized since: January 1972
Location: 570 LEXINGTON AVENUE 5TH FL, NEW YORK, NY 10022
County: New York
In care of: FELICIA J WONG
Primary officer: FELICIA J WONG, PRESIDENT AND CEO

How to reach them

WebsiteVisit the charity’s website Phone(212) 444-9130

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CONDON OMEARA MCGINTY & DONNELLY LLP
NTEE classification: Education (B110)
Grant-giving organization: Yes