The Roosevelt Institute

Analysis

The Roosevelt Institute is a registered charity in United States, based in New York, NY. It received its IRS tax-exemption ruling in August 1972, 54 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, The Roosevelt Institute reported income of $13.2m and spending of $12.0m, spending 91% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $9.0m to $13.2m (+47%), an average of +10% a year. The sharpest change came in the year to December 2020, when income rose by 136%. Over the whole period it spent 72% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, The Roosevelt Institute sits at the 95th percentile: it is larger than about 94% of them. Against every charity in United States with reported income it ranks in the 96th percentile, and in the 94th percentile within NY. Charities of a similar size with the same main cause include Learning Community Charter School Inc ($13.2m), Elm City College Preparatory Inc ($13.2m) and College of Charleston Foundation ($13.2m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 95% of the total. Compensation of current officers, directors and key employees was $1.6m (13% of expenses). Other salaries and wages came to $4.9m. At year end it held assets of $37.5m against liabilities of $831k, net assets of $36.7m. It reported 72 employees.