2025-10-14T15:34:05-05:00 2024-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-01-01 842486795 ROOSEVELT FORWARD INC ROOS 2124449130 570 LEXINGTON AVENUE 5TH FL NEW YORK NY 10022 ALI NOORANI TREASURER 2124449130 2025-10-08 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z ROGER KIM 570 LEXINGTON AVENUE 5TH FL NEW YORK NY 10022 911300 0 X WWW.ROOSEVELTFORWARD.ORG X 2019 DE ROOSEVELT FORWARD IS A POLICY AND ADVOCACY ORGANIZATION INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR ROOSEVELT AND FOUNDED ON THE BELIEF THAT ECONOMIC AND SOCIAL RULES SHOULD WORK FOR ALL AMERICANS. 7 7 0 7 0 0 432300 911300 0 0 0 0 0 0 432300 911300 0 0 0 0 154250 551161 0 0 53901 419470 424821 573720 975982 -141420 -64682 512380 575035 114468 241805 397912 333230 X SEE SCHEDULE O 0 0 688298 RESEARCH AND ANALYZE IMPACT OF POLICY PROPOSALS PUT FORWARD BY LAWMAKERS AND PUBLIC POLICY LEADERS; USING TRADITIONAL AND SOCIAL MEDIA, EDUCATE THE PUBLIC ABOUT OUR ANALYSIS AND VIEWS ON POLICY PROPOSALS PROMOTED BY PUBLIC POLICY LEADERS; AND ADVANCE AN ECONOMIC POLICY REFORM AGENDA THROUGH ADVOCACY. 688298 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 0 0 0 0 0 1 1 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 DE NY X KATARINA DUPLESSY 2124449130 570 LEXINGTON AVE 5TH FLOOR NEW YORK NY 10022 X KATRINA VANDEN HEUVEL CHAIR (AS OF 4/23/24), DIRECTOR 1.00 X X 0 0 0 ROGER KIM TREASURER (THROUGH 4/23/24) 1.00 X X 0 0 0 CLARA SHIN SECRETARY & TREASURER (AS OF 9/24/24) 1.00 X X 0 0 0 PERRIN IRELAND CHAIR (THROUGH 4/23/24), DIRECTOR 1.00 X 0 0 0 BECKY WASSERMAN DIRECTOR 1.00 X 0 0 0 BRANDON MCKOY DIRECTOR 1.00 X 0 0 0 CHRIS TORRES DIRECTOR 1.00 X 0 0 0 LORELLA PRAELI DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 911300 911300 911300 0 0 0 X 205300 71665 104396 29239 282343 238222 33020 11101 5925 4999 693 233 30226 25502 3535 1189 27367 23092 3195 1080 17708 17708 254160 219312 34343 505 15964 15964 3607 2379 948 280 COST SHARING 132170 87163 34733 10274 BANK & FINANCE FEES 1212 1212 975982 688298 233783 53901 510750 496518 75000 1630 3517 512380 575035 114468 241805 114468 241805 X 397912 333230 397912 333230 512380 575035 -64682 0 X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 PART I AT VARIOUS TIMES WITHIN THE TAX YEAR, ROOSEVELT FORWARD MAY PROVIDE COMMENTARY TO THE GENERAL PUBLIC ON THE POLICY RECORDS OR POSITIONS OF CANDIDATES FOR PUBLIC OFFICE. ANY SUCH POLICY POSITION ASSESSMENTS OR ACTIVITIES ARE WITHIN THE LIMITS ON POLITICAL ACTIVITY IMPOSED BY INTERNAL REVENUE CODE ("CODE") SECTION 501(C)(4) AND REVENUE RULING 81-95. PART III - LINE 1 ROOSEVELT FORWARD IS A POLICY AND ADVOCACY ORGANIZATION INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR ROOSEVELT AND FOUNDED ON THE BELIEF THAT ECONOMIC AND SOCIAL RULES SHOULD WORK FOR ALL AMERICANS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ONCE COMPLETED, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS VIA EMAIL AND A MEETING IS SCHEDULED FOR REVIEW AND QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C ROOSEVELT FORWARD MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 ROOSEVELT FORWARD DOES NOT DIRECTLY COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYED BY THE ROOSEVELT INSTITUTE, AN UNRELATED ORGANIZATION EXEMPT UNDER SECTION(C)(3) OF THE CODE IN ACCORDANCE WITH A COST-SHARING AGREEMENT BETWEEN THE TWO ORGANIZATIONS. COMPENSATION OF ROOSEVELT FORWARD'S CEO AND EXECUTIVE WAS DETERMINED UNDER THE ROOSEVELT INSTITUTE'S POLICIES AND PROCEDURES THAT SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS, INCLUDING AN ANNUAL REVIEW OF EXECUTIVE COMPENSATION BY THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE OF THE BOARD, TAKING INTO CONSIDERATION THE EXECUTIVE'S ACCOMPLISHMENTS AND THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE AS REQUIRED BY LAW. FORM 990, PART IX, LINE 11G WEBSITE: PROGRAM SERVICE EXPENSES 6,388. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,388. MANAGEMENT CONSULTING: PROGRAM SERVICE EXPENSES 179,313. MANAGEMENT AND GENERAL EXPENSES 22,312. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,625. BOOKS, PUBLIC: PROGRAM SERVICE EXPENSES 520. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 520. AUDIO & VISUAL: PROGRAM SERVICE EXPENSES 2,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,518. VENUE CONFERENCES: PROGRAM SERVICE EXPENSES 24,249. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,249. POSTAGE, SHIPPING: PROGRAM SERVICE EXPENSES 147. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147. PAYROLL FEES: PROGRAM SERVICE EXPENSES 4,281. MANAGEMENT AND GENERAL EXPENSES 1,706. FUNDRAISING EXPENSES 505. TOTAL EXPENSES 6,492. SUBSCRIPTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,064. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,064. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,261. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,261. SUPPLIES: PROGRAM SERVICE EXPENSES 1,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,896. PART IX - LINE 5-10 ROOSEVELT FORWARD DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYED BY THE ROOSEVELT INSTITUTE, AN UNRELATED ORGANIZATION EXEMPT UNDER SECTION(C)(3) OF THE CODE. COMPENSATION OF THE INDIVIDUALS LISTED ON ROOSEVELT FORWARD'S RETURN WAS DETERMINED UNDER THE ROOSEVELT INSTITUTE'S POLICIES AND PROCEDURES THAT SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS. ROOSEVELT FORWARD OPERATES UNDER A COST SHARING AGREEMENT WITH THE ROOSEVELT INSTITUTE, APPROVED BY THE BOARD OF DIRECTORS OF EACH ORGANIZATION, UNDER WHICH THE ROOSEVELT INSTITUTE EMPLOYS BOTH ORGANIZATIONS' STAFF MEMBERS AND PAYS FOR GENERAL AND ADMINISTRATIVE EXPENSES. ROOSEVELT FORWARD REIMBURSES THE ROOSEVELT INSTITUTE FOR ITS SHARE OF THESE EXPENSES. PURSUANT TO THIS AGREEMENT, ROOSEVELT FORWARD DOES NOT ISSUE REPORTABLE COMPENSATION (W-2/1099-MISC/1099-NEC) TO THE INDIVIDUALS LISTED ON ROOSEVELT FORWARD'S RETURN. THE FOLLOWING INDIVIDUALS MANAGE ASPECTS OF ROOSEVELT FORWARD'S ACTIVITIES AND ROOSEVELT FORWARD REIMBURSED THE ROOSEVELT INSTITUTE FOR ITS SHARE OF THEIR COMPENSATION PURSUANT TO THE COST SHARING AGREEMENT: FELICIA WONG KATARINA DUPLESSY JULIETTE STABLESKI LISA DEROCHE DEBORAH DUNEVANT ILONA KRAMER SHANNON SMITH SUZANNE KAHN