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THE ROOSEVELT INSTITUTE
NEW YORK, NY · EIN 237213592 · Form 990 · FY2024 · NTEE B110 · Education · Large ($10M-$50M) · rooseveltinstitute.org
revenue
$22.8M
expenses
$14.1M
net assets
$46.2M
employees
75
volunteers
21
program ratio
63%
mission · from form 990

TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY.

profile · synthesized from sources

Policy think tank advancing a progressive economic agenda focused on reducing inequality, expanding economic security, and democratizing power. The organization conducts research and advocacy to reshape economic policy around human well-being rather than GDP growth, drawing inspiration from the New Deal era. It proposes structural reforms in areas like housing, care, labor, and industrial policy to create a more equitable and democratic economy.

irs program accomplishments · form 990 part iii · fy2024

What they reported doing

  1. #1 primary $1.42M
    NETWORK: SEE SCHEDULE O.
  2. #2 $1.30M
    THE ROOSEVELT SOCIETY: SEE SCHEDULE O.
named programs · 3 · from sources

What they call their work

Network
Program supporting emerging progressive leaders and scholars, likely involving research collaboration and policy development (as referenced in IRS Form 990).
The Good Life Agenda
A policy framework proposing structural reforms to restore economic security, reduce inequality, and expand access to housing, care, education, and time through public options, tax reform, industrial policy, and antimonopoly measures.
The Roosevelt Society
Membership program engaging supporters and advocates in advancing the organization’s policy agenda (as referenced in IRS Form 990).
activities · 5 groups

What they do

  • Research and Scholarly Fellowship Support 1 activity
    • Builds leadership capacity among students and early-career professionals
      Runs the Roosevelt Network Emerging Fellowship and other programs to develop undergraduate and graduate students from historically excluded communities through policy research, narrative change, and skill-building opportunities. Includes paid remote internships for graduate students in the humanities focused on policy research, grant writing, and communications.
  • Economic and Financial Research 1 activity
    • Conducts policy research on economic and social challenges
      Produces research reports and policy analyses on structural economic problems, inequality, worker protections, childcare, green statecraft, decarbonization, bureaucratic reform, and public finance. Research includes empirical analysis, case studies, and qualitative interviews, with publications such as "Building a Vision for Universal Public Childcare," "The Care Cascade," and a 2026 series on durable green statecraft and governance reforms.
  • Leadership & Policy Dialogue Forums 1 activity
    • Hosts public events to advance policy discourse
      Organizes webinars, book club discussions, and public forums to examine economic policy, Social Security, and other national issues, often featuring authors and policy experts. Also hosts the Franklin D. Roosevelt Distinguished Public Service Awards to honor public service leaders.
  • Leadership Development Programs 1 activity
    • Supports mid-career leadership development in progressive policy
      Operates the Reimagine America Fellowship and other cohort-based programs for mid-career leaders focused on governance, skill-building, network development, and community engagement around political economy issues.
  • Uncategorized 2 activities
    • Advocates for structural democratic and governance reforms
      Publishes policy reports advocating for Senate reform, expansion of subfederal authority, creation of a National Climate Service, and improved federal modeling practices to strengthen democratic functionality and policy implementation.
    • Funds and operates network and library support programs
      Operated a network program with $1,421,170 in expenses and awarded $130,000 in grants in 2024; operated the Roosevelt Society program with $1,301,122 in expenses in 2024; and supported the FDR Library program with $633,120 in expenses and $12,400 in grants in 2023.
financials · form 990 · fy2024
revenue
Total revenue$22.84M
Contributions & grants$21.24M93%
Program service revenue$00%
Investment income$1.60M7%
Other revenue$825
expenses
Total expenses$14.13M
Program expenses63%
Admin / overhead29%
Fundraising8%
Salaries & benefits$8.95M
Grants paid out$265K
Largest expense lineCompensation
balance sheet
Total assets$48.64M
Cash$21.52M
Investments$16.14M
Liabilities$2.40M
Net assets$46.23M
Liquid reserves32.0 mo
5 years on record · 2020–2024 · YoY revenue +72.8%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 10
NameTitleHours/wkCompensation
FELICIA WONG PRESIDENT & CEO, EX OFFICIO 40 $567K
KATARINA DUPLESSY CHIEF FINANCIAL OFFICER 40 $316K
JULIETTE STABLESKI CHIEF DEVELOPMENT OFFICER 40 $278K
LISA DEROCHE CHIEF PEOPLE EQUITY OFFICER 40 $255K
DEBORAH DUNEVANT SVP COMMUNICATIONS 40 $247K
ILONA KRAMER CHIEF OPERATING OFFICER 40 $235K
SHANNON SMITH MG DIR. FINANCE 40 $215K
SUZANNE KAHN MG DIR. RESEARCH & POLICY 40 $215K
ALI BUSTAMANTE DIR, WORKER POWER AND ECONOMIC SECURITY 40 $206K
SONIA ARES DIR. HUMAN RESOURCES 40 $189K
board members · 15
  • ABDUL EL-SAYED — BOARD MEMBER
  • ANITA SONAWANE — BOARD MEMBER
  • ANNE ROOSEVELT — CHAIR
  • BRINA MILIKOWSKY — BOARD MEMBER
  • CHUCK MUCKENFUSS — BOARD MEMBER
  • DARLA KASHIAN — VICE CHAIR
  • DAWN SMALLS — BOARD MEMBER
  • ERICA HAMILTON — BOARD MEMBER
  • HENRY HICKS — SECRETARY
  • JAS JOHL — BOARD MEMBER
  • JASMIN WEAVER — BOARD MEMBER
  • KEYONTAY HUMPHRIES — BOARD MEMBER
  • LOLA WEST — BOARD MEMBER
  • NANCY ROOSEVELT IRELAND — BOARD MEMBER
  • NICHOLAS W ROOSEVELT — BOARD MEMBER
relationships · 23

Who they work with

  • American Federation of Labor and Congress of Industrial Organizations Partner — Honored AFL-CIO Secretary-Treasurer Liz Shuler and President Richard Trumka with the Franklin D. Roosevelt Distinguished Public Service Award.
  • American Federation of State, County and Municipal Employees Partner — Honored AFSCME President Lee Saunders with the Franklin D. Roosevelt Distinguished Public Service Award.
  • American Federation of Teachers Partner — Honored AFT President Randi Weingarten with the Franklin D. Roosevelt Distinguished Public Service Award.
  • Communications Workers of America Partner — Honored CWA President Christopher M. Shelton with the Franklin D. Roosevelt Distinguished Public Service Award.
  • Data & Society Partner — Co-launched a residency program on artificial intelligence with the Roosevelt Institute.
  • Economic Policy Institute Partner — Collaborates on research examining wage trends for care workers such as teachers.
  • First 5 Alameda County Partner — Collaborates with First 5 Alameda County by featuring its CEO in an interview series on childcare implementation.
  • Franklin D. Roosevelt Presidential Library and Museum Partner — Collaborates to foster research and education on the life and times of Franklin and Eleanor Roosevelt.
  • Franklin D. Roosevelt Presidential Library and Museum Partner — Nonprofit partner collaborating to learn from the past and shape the future.
  • Intel Partner — U.S. government converted CHIPS grant to 10% equity stake in Intel; Roosevelt Institute references this case in analysis of public ownership models.
  • International Brotherhood of the Teamsters Partner — Honored Teamsters President James P. Hoffa with the Franklin D. Roosevelt Distinguished Public Service Award.
  • Joseph Stiglitz Government — Chief Economist at the Roosevelt Institute and author of prior foundational research cited in the report
  • Kaiser Family Foundation Partner — Collaborates on research related to health care costs and immigrant roles in long-term care.
  • Kalshi Partner — Referenced as a case study in analysis of prediction market dynamics and user outcomes.
  • Let’s Grow Kids Partner — Collaborates with Let’s Grow Kids by featuring its representative in an interview series on childcare implementation in Vermont.
  • MP Materials Partner — U.S. government holds 15% equity stake in MP Materials as part of new state capitalism approach; Roosevelt Institute analyzes this model in policy context.
  • Mellon Foundation Funder — Supports the Roosevelt Institute Graduate Humanities Internship program.
  • National Women’s Law Center Partner — Collaborates on research about immigrant early educators in the care economy.
  • Polymarket Partner — Referenced as a platform used by participants in prediction markets, included in analysis of market impacts.
  • Roosevelt Institute Partner — The Roosevelt Network operates as a program of the Roosevelt Institute.
  • Roosevelt Network Network — Hosts the Emerging Fellowship program and publishes student research through the journal.
  • Service Employees International Union Partner — Honored SEIU President Mary Kay Henry with the Franklin D. Roosevelt Distinguished Public Service Award.
  • Trilogy Metals Partner — U.S. government to own 10–20% of Trilogy Metals; Roosevelt Institute includes this case in analysis of state ownership interventions.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Integration of Policy, Power, and Narrative
    methodology: policy-power-narrative_integration
    By combining policy development, power-building, and narrative change, we produce transformative policy ideas that can fundamentally shift societal structures, because durable change requires aligned shifts in rules, institutions, and public understanding.
  • Leadership Pipeline for Policy Change
    methodology: leadership_pipeline_for_policy_change
    By building leadership capacity among underrepresented students and early career professionals, we produce more equitable policy outcomes and rebalance power in the economy and democracy, because changing who creates policy changes the policies that are made.
  • Structural Economic and Institutional Transformation
    methodology: structural-economic-reform
    By advocating for structural reforms—such as public options, antimonopoly policy, and institutional reconstruction—we produce a more equitable and democratic economy, because systemic inequities require redesigning the underlying rules of markets and governance rather than incremental adjustments.
  • Subfederal Policy Leadership
    methodology: subfederal-leadership
    By leveraging state and local governments as sites of policy innovation and implementation, we advance progressive climate and economic policies despite federal gridlock, because subnational actors can model effective governance and create momentum for broader systemic change.