The Roosevelt Institute
The Roosevelt Institute reported $10.3 million in revenue and $16.4 million in expenses for calendar year 2025. Of every $100 it spent, $64.22 went to program services, $27.37 to management and general costs and $8.41 to fundraising. Its largest source of revenue was contributions and grants: 88.1% of the total. The highest compensation it reported for one person was $554,448 (PRINCIPAL, EX OFFICIO). 21 people received more than $100,000 in reportable compensation. Revenue fell 52% between 2020 and 2025. Source: Form 990, 2025.
Where $100 of spending went
Calendar year 2025 · Form 990, Part IX, line 25 · total expenses $16MFor context, the median across 5,499 covered education charities: $85.56 programs, $13.59 management, $0.85 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
Calendar year 2025 · Form 990, Part VIII · total revenue $10MOther revenue was negative: −$238K. The bar shows the positive sources only.
The 990 scorecard · same measures for every charity, no grades
| Measure | 2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 64.2% | 84.4% |
| Management & general Part IX 25(C) ÷ 25(A) | 27.4% | 13.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 8.4% | 0.8% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.15 | $0.04 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 88.1% | 19.1% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 1.1% |
| Program service revenue share Part VIII 2g ÷ 12 | 0.0% | 69.9% |
| Highest reported compensation Part VII-A, columns D–F | $554,448 | $331,578 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 3.38% | 1.28% |
| People paid over $100,000 Part VII, line 2 | 21 | 8 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 30.6 | 13.3 |
| Independent voting board members Part VI 1a–1b | 22 of 22 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
2025 · Form 990, Part III · the three largest programs by expenseHighest reported compensation
2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| PRINCIPAL, EX OFFICIO Highest compensated employee, 40.00 hrs/week | $482,998 | $0 | $71,450 | $554,448 |
| PRESIDENT AND CEO, EX OFFICIO Director/trustee, officer, 40.00 hrs/week | $344,242 | $0 | $546 | $344,788 |
| CHIEF FINANCIAL OFFICER Officer, 40.00 hrs/week | $280,716 | $0 | $43,400 | $324,116 |
| CHIEF OPERATING OFFICER Officer, 40.00 hrs/week | $240,658 | $0 | $43,221 | $283,879 |
| CHIEF PEOPLE EQUITY OFFICER Officer, 40.00 hrs/week | $229,580 | $0 | $44,434 | $274,014 |
| CHIEF DEVELOPMENT OFFICER Officer, 40.00 hrs/week | $217,602 | $0 | $42,337 | $259,939 |
| VP THINK TANK Highest compensated employee, 40.00 hrs/week | $231,311 | $0 | $24,496 | $255,807 |
| VP, FINANCE Highest compensated employee, 40.00 hrs/week | $217,569 | $0 | $32,651 | $250,220 |
21 people received more than $100,000 in reportable compensation from The Roosevelt Institute (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.5M (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b22 · 22 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2Yes
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4Yes
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 589
- Volunteers Part I, line 622
Private foundation grants it received
32 private foundations reported grants to The Roosevelt Institute totaling $6.6M on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from The Roosevelt Institute's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The Roosevelt Institute, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 The Roosevelt Institute spent in 2025, $64.22 went to programs. The full breakdown, from its IRS Form 990:
Embed on your site
Similar-sized charities in this cause
- Marine Corps-Law Enforcement Founda FoundationTuckahoe, NY · revenue $10M · programs 77.3% · 2024
- Indiana University Alumni AssociationBloomington, IN · revenue $10M · programs 90.6% · FY2025
- Mountain Lake AcademyLake Placid, NY · revenue $10M · programs 83.8% · FY2025
- Pineapple Cove Classical Academy at West MelbourneWest Melbourne, FL · revenue $10M · programs 62.8% · FY2025
- Ers Strategic PropertiesRootstown, OH · revenue $10M · programs 99.1% · FY2025
Questions people ask
How much of The Roosevelt Institute's spending goes to programs?
In calendar year 2025, The Roosevelt Institute reported that 64.2% of its $16.4 million in expenses went to program services, 27.4% to management and general and 8.4% to fundraising (Form 990, Part IX).
How much does The Roosevelt Institute pay its top executive?
The largest total compensation The Roosevelt Institute reported for one person in calendar year 2025 was $554,448, for the role of PRINCIPAL, EX OFFICIO (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does The Roosevelt Institute get its money?
Of $10.3 million in revenue in calendar year 2025, 88.1% came from contributions and grants and 0.0% from program service revenue (Form 990, Part VIII).
Is The Roosevelt Institute a registered charity?
The IRS lists EIN 23-7213592 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2020, 2021, 2022, 2023, 2024, 2025. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- 2025: Form 990 for calendar year 2025, object 202612579349301051 · read the filing
- 2024: Form 990 for calendar year 2024, object 202532729349301978 · read the filing
- 2023: Form 990 for calendar year 2023, object 202442679349301474 · read the filing
- 2022: Form 990 for calendar year 2022, object 202342839349302264 · read the filing
- 2021: Form 990 for calendar year 2021, object 202202719349301435 · read the filing
- 2020: Form 990 for calendar year 2020, object 202103079349300325 · read the filing
All filings for EIN 23-7213592: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.