Skip to content
Nonprofiteer
← THE ROOSEVELT INSTITUTE

Form 990 for tax year 2022

Filed by THE ROOSEVELT INSTITUTE.

Totals

Total revenue
$16,733,753
Total expenses
$13,730,173
Contributions and grants received
$10,327,118
Grants paid
$2,781,529
Program service revenue
$0
Investment income
$6,409,665
Other revenue
-$3,030
Total assets, end of year
$35,318,479
Total liabilities, end of year
$1,589,363
Net assets or fund balances, end of year
$33,729,116
Program services expenses (Part IX)
$9,786,528
Management and general expenses
$3,119,606
Fundraising expenses
$824,039
Program service expenses (Part III)
$9,786,528

Program services were 71.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNA ELEANOR ROOSEVELT

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LISA COOK

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DAWN SMALLS

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • KEITH MESTRICH

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ADAM CONNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAMES P HOFFA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ABDUL EL-SAYED

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KEYONTAY HUMPHRIES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRISTIE GEORGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PERRIN IRELAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NANCY ROOSEVELT IRELAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAS JOHL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DARLA KASHIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRINA MILIKOWSKY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SALLY MINARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CANTWELL MUCKENFUSS III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RAJIV NARAYAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NICHOLAS W ROOSEVELT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PHOEBE ROOSEVELT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KATRINA VANDEN HEUVEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RANDI WEINGARTEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRIAN WOLFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • FELICIA WONG

    PRESIDENT & CEO, EX OFFICIO

    Total calculated
    $464,664
    From this org
    $420,585
    From related orgs
    $0
    Other
    $44,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $389,255
    Bonus
    $0
    Other
    $31,330
    Deferred
    $11,000
    Nontaxable benefits
    $33,079
    Filer's total
    $464,664

  • KATARINA DUPLESSY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $269,010
    From this org
    $231,338
    From related orgs
    $0
    Other
    $37,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,338
    Bonus
    $0
    Other
    $0
    Deferred
    $9,554
    Nontaxable benefits
    $28,118
    Filer's total
    $269,010

  • MARISSA GUANANJA

    CHIEF OPERATING OFFICER

    Total calculated
    $235,877
    From this org
    $214,495
    From related orgs
    $0
    Other
    $21,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,495
    Bonus
    $0
    Other
    $0
    Deferred
    $5,174
    Nontaxable benefits
    $16,208
    Filer's total
    $235,877

  • DEBORAH DUNEVANT

    SVP COMMUNICATIONS

    Total calculated
    $212,234
    From this org
    $191,818
    From related orgs
    $0
    Other
    $20,416
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,818
    Bonus
    $0
    Other
    $0
    Deferred
    $6,175
    Nontaxable benefits
    $14,241
    Filer's total
    $212,234

  • JULIETTE STABLESKI

    SVP DEVELOPMENT

    Total calculated
    $218,977
    From this org
    $182,764
    From related orgs
    $0
    Other
    $36,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,764
    Bonus
    $0
    Other
    $0
    Deferred
    $7,805
    Nontaxable benefits
    $28,408
    Filer's total
    $218,977

  • MICHAEL KONCZAL

    DIR. MACROECONOMIC ANALYSIS

    Total calculated
    $193,911
    From this org
    $174,905
    From related orgs
    $0
    Other
    $19,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,905
    Bonus
    $0
    Other
    $0
    Deferred
    $7,191
    Nontaxable benefits
    $11,815
    Filer's total
    $193,911

  • CAMELLIA PHILLIPS

    FMR SVP OPERATIONS

    Total calculated
    $191,278
    From this org
    $174,640
    From related orgs
    $0
    Other
    $16,638
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,640
    Bonus
    $0
    Other
    $0
    Deferred
    $2,984
    Nontaxable benefits
    $13,654
    Filer's total
    $191,278

  • STEPHANIE STERLING

    FMR VP AND SR ADVISOR

    Total calculated
    $171,154
    From this org
    $164,339
    From related orgs
    $0
    Other
    $6,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,339
    Bonus
    $0
    Other
    $0
    Deferred
    $6,336
    Nontaxable benefits
    $479
    Filer's total
    $171,154

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
8 September 2023
IRS schema version
2022v5.0
Source object
202342839349302264

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.