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The Roosevelt Institute

EIN 23-7213592 · New York, NY

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong93 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

SEE SCHEDULE O.

Income
$22.8 million
Spending
$14.1 million
Spent on programs
63%
Reserves
20.6 months of spending
Largest source of income
donations and private grants, 93%
Employees
75
Volunteers
21
Highest pay
$566,862, president & ceo, ex officio

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 93 out of 100. Higher than 88% of charities in its peer group (education, $10m to $100m).

  • Reserves

    35 of 35

    Spendable reserves would cover 20.6 months of spending.

  • Debt

    20 of 20

    It owes 5% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 38% of income.

  • Income trend

    15 of 15

    Income rose 73% on the year before.

  • Spending floor

    8 of 15

    63% of spending went to programs and raising each dollar of donations cost 6 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 50% of charities in its peer group (education, $10m to $100m).

  • Independent board

    25 of 25

    21 of 21 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (4)
  1. $5.2 million spent. THINK TANK: ROOSEVELT'S THINK TANK SUPPORTS OUTSTANDING THOUGHT LEADERS AS THEY TACKLE THE MOST PRESSING ECONOMIC ISSUES CONFRONTING OUR NATION AND CHAMPION IDEAS THAT PROMOTE BOTH GROWTH AND SHARED PROSPERITY. OUR RESEARCH AND POLICY NARRATIVE PRIORITIES ILLUMINATE CORPORATE POWER AS A SERIOUS CAUSE OF ECONOMIC DISTORTION AND MISALIGNMENT AND MAKE THE CASE THAT BOOSTING WORKER POWER IS ESSENTIAL TO CREATING ECONOMIC SECURITY. THROUGH STRATEGIC COMMUNICATIONS AND DEEP PARTNERSHIPS, WE BOTH AMPLIFY OUR WORK AND ENSURE IT IS USEFUL TO POLICYMAKERS AND ADVOCATES THROUGHOUT THE FIELD.
  2. $1.4 million spent. NETWORK: THE ROOSEVELT NETWORK DEVELOPS AND SUPPORTS UNDERGRADUATE COLLEGE STUDENTS AND EARLY CAREER PROFESSIONALS TO BE THE NEXT GENERATION OF BOLD LEADERS IN THE POLICY ECOSYSTEM.
  3. $1.3 million spent. ROOSEVELT SOCIETY: THE ROOSEVELT SOCIETY IS BUILDING A STRONGER, INTERGENERATIONAL COMMUNITY OF SCHOLARS, POLICYMAKERS, AND PUBLIC SERVANTS WORKING FOR A BETTER ECONOMY AND DEMOCRACY. IT OFFERS PROGRAMS, EVENTS, AND NETWORKING OPPORTUNITIES TO HELP BUILD POWER AND ADVANCE OUR WORLDVIEW.
  4. $967,569 spent. FDR LIBRARY: THE ROOSEVELT INSTITUTE PROVIDES PROGRAM SUPPORT TO THE FRANKLIN D. ROOSEVELT PRESIDENTIAL LIBRARY AND MUSEUM, LOCATED IN HYDE PARK, NEW YORK. THE INSTITUTE PROVIDES FUNDING IN SUPPORT OF THE LIBRARY'S EDUCATIONAL AND PUBLIC PROGRAMS, AS WELL AS PERMANENT AND TEMPORARY EXHIBITS, WHICH ARE VISITED BY APPROXIMATELY 151,000 GUESTS PER YEAR.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 1972.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.