Nonprofit · EIN 23-7213592
THE ROOSEVELT INSTITUTE
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,293,735 | $16,415,064 | -$6,121,329 | $43,654,372 | $1,852,834 | $41,801,538 |
| December 31, 2024 | 990 | $22,836,897 | $14,132,654 | $8,704,243 | $48,635,745 | $2,403,757 | $46,231,988 |
| December 31, 2023 | 990 | $13,214,279 | $11,975,253 | $1,239,026 | $37,532,512 | $831,132 | $36,701,380 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $9,069,169
- Program service revenue
- $0
- Investment income
- $1,462,225
- Net gain from sales of assets
- $314,207
- Net income from fundraising events
- -$238,009
- Other revenue
- -$237,659
Expenses
- Grants and similar amounts paid
- $506,000
- Compensation of officers, directors and key employees
- $1,474,238
- Other salaries and wages
- $7,313,405
- Salaries, compensation and benefits (total)
- $10,675,858
- Professional fundraising fees
- $0
- Legal fees
- $82,415
- Accounting fees
- $83,437
- Occupancy
- $434,991
- Travel
- $481,143
- Depreciation
- $22,672
- Program services (functional)
- $10,541,402
- Management and general (functional)
- $4,493,492
- Fundraising (functional)
- $1,380,170
Balance sheet and other
- Total assets, start of year
- $48,635,745
- Total assets, end of year
- $43,654,372
- Total liabilities, end of year
- $1,852,834
- Net assets, end of year
- $41,801,538
- Land, buildings and equipment
- $100,138
- Net assets without donor restrictions
- $25,587,201
- Net assets with donor restrictions
- $16,214,337
- Gross receipts
- $15,606,421
- Employees
- 89
- Volunteers
- 22
- Year formed
- 1987
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WONG FELICIA | PRINCIPAL, EX OFFICIO Highest-paid employee | 40 | $482,998 | $71,450 |
| WILKINS ELIZABETH | PRESIDENT AND CEO, EX OFFICIO Trustee or director, Officer | 40 | $344,242 | $546 |
| KOZUCHOWSKA DUPLESSY KATARINA | CHIEF FINANCIAL OFFICER Officer | 40 | $280,716 | $43,400 |
| KRAMER ILONA | CHIEF OPERATING OFFICER Officer | 40 | $240,658 | $43,221 |
| DEROCHE LISA | CHIEF PEOPLE EQUITY OFFICER Officer | 40 | $229,580 | $44,434 |
| STABLESKI JULIETTE | CHIEF DEVELOPMENT OFFICER Officer | 40 | $217,602 | $42,337 |
| KAHN SUZANNE | VP THINK TANK Highest-paid employee | 40 | $231,311 | $24,496 |
| SMITH SHANNON | VP, FINANCE Highest-paid employee | 40 | $217,569 | $32,651 |
| GROCH-BEGLEY HANNAH | DIR THINK TANK Highest-paid employee | 40 | $165,255 | $40,783 |
| MADOWITZ MICHAEL | PRINCIPAL ECONOMIST Highest-paid employee | 40 | $196,431 | $3,939 |
| ROOSEVELT ANNE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KASHIAN DARLA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| HICKS HENRY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| NARAYAN RAJIV | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BLOCK SHARON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAMER DAN | BOARD MEMBER Trustee or director | 2 | $0 |
| EL-SAYED ABDUL | BOARD MEMBER, ON LEAVE Trustee or director | 0 | $0 |
| HADDAD LULIE | BOARD MEMBER Trustee or director | 2 | $0 |
| HAMILTON ERICA | BOARD MEMBER Trustee or director | 2 | $0 |
| HUMPHRIES KEYONTAY | BOARD MEMBER Trustee or director | 2 | $0 |
| IRELAND NANCY ROOSEVELT | BOARD MEMBER Trustee or director | 2 | $0 |
| IRELAND PERRIN | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHL JAS | BOARD MEMBER Trustee or director | 2 | $0 |
| MILIKOWSKY BRINA | BOARD MEMBER Trustee or director | 2 | $0 |
| MINARD SALLY | BOARD MEMBER Trustee or director | 2 | $0 |
| MUCKENFUSS CANTWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| RAHMAN SABEEL | BOARD MEMBER Trustee or director | 2 | $0 |
| ROOSEVELT NICHOLAS | BOARD MEMBER Trustee or director | 2 | $0 |
| SMALLS DAWN | BOARD MEMBER Trustee or director | 2 | $0 |
| SONAWANE ANITA | BOARD MEMBER Trustee or director | 2 | $0 |
| WEAVER JASMIN | BOARD MEMBER Trustee or director | 2 | $0 |
| WEST LOLA | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FELICIA WONG | PRESIDENT & CEO, EX OFFICIO Trustee or director, Officer | 40 | $515,721 | $51,141 |
| KATARINA DUPLESSY | CHIEF FINANCIAL OFFICER Officer | 40 | $271,944 | $43,665 |
| JULIETTE STABLESKI | CHIEF DEVELOPMENT OFFICER Officer | 40 | $234,616 | $43,174 |
| LISA DEROCHE | CHIEF PEOPLE EQUITY OFFICER Officer | 40 | $228,000 | $27,236 |
| DEBORAH DUNEVANT | SVP COMMUNICATIONS Highest-paid employee | 40 | $221,640 | $25,764 |
| ILONA KRAMER | CHIEF OPERATING OFFICER Officer | 40 | $197,521 | $37,615 |
| SHANNON SMITH | MG DIR. FINANCE Highest-paid employee | 40 | $187,827 | $26,943 |
| SUZANNE KAHN | MG DIR. RESEARCH & POLICY Highest-paid employee | 40 | $205,162 | $9,485 |
| ALI BUSTAMANTE | DIR, WORKER POWER AND ECONOMIC SECURITY Highest-paid employee | 40 | $160,669 | $45,264 |
| SONIA ARES | DIR. HUMAN RESOURCES Highest-paid employee | 40 | $157,045 | $31,937 |
| ANNE ROOSEVELT | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DARLA KASHIAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RAJIV NARAYAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HENRY HICKS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SHARON BLOCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ABDUL EL-SAYED | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ERICA HAMILTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KEYONTAY HUMPHRIES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY ROOSEVELT IRELAND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PERRIN IRELAND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAS JOHL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRINA MILIKOWSKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SALLY MINARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHUCK MUCKENFUSS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SABEEL RAHMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NICHOLAS W ROOSEVELT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAWN SMALLS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANITA SONAWANE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JASMIN WEAVER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RANDI WEINGARTEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LOLA WEST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FELICIA WONG | PRESIDENT & CEO, EX OFFICIO Trustee or director, Officer | 40 | $496,765 | $45,522 |
| KATARINA DUPLESSY | CHIEF FINANCIAL OFFICER Officer | 40 | $234,828 | $40,263 |
| LISA DEROCHE | CHIEF PEOPLE EQUITY OFFICER Officer | 40 | $228,965 | $22,045 |
| MARISSA GUANANJA | CHIEF OPERATING OFFICER (TO 12/23) Officer | 40 | $223,173 | $27,758 |
| JULIETTE STABLESKI | CHIEF DEVELOPMENT OFFICER Officer | 40 | $203,228 | $40,871 |
| DEBORAH DUNEVANT | SVP COMMUNICATIONS Highest-paid employee | 40 | $211,131 | $23,435 |
| MICHAEL KONCZAL | DIR. MACROECONOMIC ANALYSIS Highest-paid employee | 40 | $185,649 | $20,471 |
| SHANNON SMITH | MG DIR. FINANCE Highest-paid employee | 40 | $171,047 | $29,613 |
| SUZANNE KAHN | MG DIR. RESEARCH & POLICY Highest-paid employee | 40 | $177,799 | $19,687 |
| TODD TUCKER | DIR. INDUSTRIAL POLICY AND TRADE Highest-paid employee | 40 | $167,357 | $7,336 |
| ANNE ROOSEVELT | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DARLA KASHIAN | VICE CHAIR/SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DAWN SMALLS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SHARON BLOCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HENRY HICKS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ABDUL EL-SAYED | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KEYONTAY HUMPHRIES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PERRIN IRELAND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY ROOSEVELT IRELAND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAS JOHL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRINA MILIKOWSKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SALLY MINARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RAJIV NARAYAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NICHOLAS W ROOSEVELT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RANDI WEINGARTEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN WOLFF | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WILLIAM HARRIS | FDRL DIRECTOR, EX OFFICIO Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 570 LEXINGTON AVENUE 5TH FL, NEW YORK, NY 10022-6837
- Principal officer (990 for 2025)
- ELIZABETH WILKINS, 570 LEXINGTON AVENUE 5TH FL, NEW YORK, NY 10022
- Signed the 990
- ELIZABETH WILKINS, PRESIDENT AND CEO
- Phone
- (212) 444-9130
- Website
- WWW.ROOSEVELTINSTITUTE.ORG
- Return prepared by
- CONDON O'MEARA MCGINTY & DONNELLY LLP
Mission
SEE SCHEDULE O.
Program accomplishments
- THINK TANK: SEE SCHEDULE O.Expenses $5,813,092 · grants $342,000
- THE ROOSEVELT SOCIETY: SEE SCHEDULE O.Expenses $2,221,034
- NETWORK: SEE SCHEDULE O.Expenses $1,683,809 · grants $156,000
- FDR LIBRARYTHE 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.Expenses $823,467 · grants $8,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7213592
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $43,654,372
- Income (IRS master file)
- $15,606,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,293,735 | $16,415,064 | $43,654,372 | XML |
| 990 | December 2024 | $22,836,897 | $14,132,654 | $48,635,745 | XML |
| 990 | December 2023 | $13,214,279 | $11,975,253 | $37,532,512 | XML |
| 990 | December 2022 | $16,733,753 | $13,730,173 | $35,318,479 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7213592).
Questions about THE ROOSEVELT INSTITUTE
- What is the EIN of THE ROOSEVELT INSTITUTE?
- The employer identification number (EIN) of THE ROOSEVELT INSTITUTE is 23-7213592.
- Is THE ROOSEVELT INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to THE ROOSEVELT INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE ROOSEVELT INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE ROOSEVELT INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ROOSEVELT INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE ROOSEVELT INSTITUTE?
- The 990 for the year ended December 31, 2025 names ELIZABETH WILKINS.
- Who are the officers and directors of THE ROOSEVELT INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 32 people; 10 received compensation from the organization, the highest $482,998 (WONG FELICIA, PRINCIPAL, EX OFFICIO).
- How much revenue does THE ROOSEVELT INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,293,735, expenses of $16,415,064 and total assets of $43,654,372 at year end.
Other nonprofits in NEW YORK
- NEW YORK UNIVERSITY EIN 13-5562308 · last filed 990 for 2025
- TRUSTEES OF COLUMBIA UNIVERSITY EIN 13-5598093 · last filed 990 for 2025
- ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI EIN 13-6171197 · last filed 990 for 2024
- CITY UNIVERSITY CONSTRUCTION FUND EIN 13-2587538 · last filed 990 for 2025
- COLLEGE BOARD EIN 13-1623965 · last filed 990 for 2024
- ANDREW W MELLON FOUNDATION EIN 13-1879954 · last filed 990-PF for 2024
- NYC SCHOOL SUPPORT SERVICES INC EIN 81-2621466 · last filed 990 for 2025
- AMERICAN UNIVERSITY OF BEIRUT EIN 13-5596846 · last filed 990 for 2025