named programs · 2 · from sources
What they call their work
Challenging Shareholder Primacy
Research and advocacy initiative examining the disconnect between shareholding and productive investment, aiming to reform corporate governance and financial market regulation
Retirement Security Initiative
Policy project focused on rethinking retirement systems to reduce dependence on volatile stock markets and promote equitable solutions like expanded Social Security and Guaranteed Retirement Accounts
activities · 3 groups
What they do
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Organizational Newsletter Production and Distribution 1 activity
- Produces and distributes a weekly newsletter on progressive policyProduces a weekly newsletter focused on progressive politics, policy, and economics, with an emphasis on economic security and shared prosperity.
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Economic and Financial Research 1 activity
- Produces research and policy analysis on economic and social equityConducts and publishes research, policy briefs, and working papers on topics including trade policy, financial reform, tax policy, industrial strategy, antitrust, democratic state capacity, and the economic impacts of legislation such as the Tax Cuts and Jobs Act. Research includes data-driven analysis and collaborative publications with economists and policy experts.
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Uncategorized 1 activity
- Advocates for structural economic and democratic reformAdvocates for transformative changes to the American economy and democracy, including reducing wealth and power concentration among billionaires, promoting equitable financial regulation, and advancing a pro-competition, pro-worker, and pro-democracy economic agenda. Develops and promotes unified regulatory frameworks for federal financial agencies.
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financials · form 990 · fy2024
revenue
Total revenue$911K
Contributions & grants$911K100%
Program service revenue$00%
Investment income$00%
Other revenue$0
expenses
Total expenses$976K
Program expenses71%
Admin / overhead24%
Fundraising6%
Salaries & benefits$551K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$575K
Cash$497K
Investments$0
Liabilities$242K
Net assets$333K
Liquid reserves6.1 mo
5 years on record · 2020–2024 · YoY revenue +110.8%
leadership · form 990 part vii · fy2024
Who runs it
board members · 8
- BECKY WASSERMAN — DIRECTOR
- BRANDON MCKOY — DIRECTOR
- CHRIS TORRES — DIRECTOR
- CLARA SHIN — SECRETARY & TREASURER (AS OF 9/24/24)
- KATRINA VANDEN HEUVEL — CHAIR (AS OF 4/23/24), DIRECTOR
- LORELLA PRAELI — DIRECTOR
- PERRIN IRELAND — CHAIR (THROUGH 4/23/24), DIRECTOR
- ROGER KIM — TREASURER (THROUGH 4/23/24)
relationships · 19
Who they work with
- Andrea Flynn Partner — Co-author of multiple working papers on family planning policy
- Ellen Chesler Partner — Co-author of working paper on family planning and poverty
- Emmanuel Saez Partner — Collaborated on analysis of billionaire influence and policy responses in California.
- Federal Deposit Insurance Corporation Government — One of the three banking agencies targeted in the organization's regulatory reform agenda.
- Federal Reserve Government — One of the three banking agencies targeted in the organization's regulatory reform agenda.
- Ghilarducci Partner — Cites and builds upon research by Teresa Ghilarducci on retirement security and pension policy.
- Harrison Karlewicz Partner — Co-author of working paper on shareholder primacy
- Hebah Kassem Partner — Co-author of working paper on steel decarbonization
- Iliana Paul Partner — Co-author of working paper on steel decarbonization
- Isabel Estevez Partner — Co-author of working paper on steel decarbonization
- Jessica Forden Partner — Collaborated on analysis of Zohranomics and its implications for economic policy.
- Lazonick Partner — Collaborates with and cites research by William Lazonick on corporate finance and capital allocation.
- Lenore Palladino Partner — Co-author of working paper on shareholder primacy
- Office of the Comptroller of the Currency Government — One of the three banking agencies targeted in the organization's regulatory reform agenda.
- Patrick Reinsborough Partner — Engaged in discussion on building narrative power as a strategy for social transformation.
- Roosevelt Institute Network — ROOSEVELT FORWARD INC is affiliated with the Roosevelt Institute, whose scholars inform its publications and policy analysis.
- Substack Network — Hosts the Fireside Stacks newsletter on the Substack platform.
- Susan R. Holmberg Partner — Author of working paper on corporate political spending disclosure
- Yong Kwon Partner — Co-author of working paper on steel decarbonization
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.
- Political Economy–Driven Green Transition 21 orgsmethodology: political-economy-analysisBy analyzing industrial decarbonization through a political economy lens, we produce equitable green transitions because coordinated public policy, labor engagement, and community investment are necessary to align climate goals with economic justice and prevent elite capture of clean energy benefits.shared approach: Justice-Centered Systems Change →
- Structural Economic Reform through Power Rebalancing 11 orgsmethodology: structural-economic-reformBy challenging concentrated wealth and corporate power through policy research and advocacy, we produce more equitable economic systems because democratic renewal and market restructuring enable both public and private sectors to serve the common good. This includes redefining investment, promoting stakeholder governance, and reducing billionaire dominance as levers for systemic change.shared approach: Multi-Stakeholder Accountability →
- Financial System Reform for Systemic Stabilitymethodology: prudential-regulationBy advancing prudential regulation and extending oversight to shadow banking functions, we produce greater financial stability because systemic risk is mitigated when capital requirements are strengthened, risky activities curbed, and non-bank financial firms held to banking standards.
- Narrative Power as Foundation for Systemic Changemethodology: narrative-power-buildingBy building narrative power, we shift political discourse and enable structural reforms because public understanding and moral framing—rooted in historical legacy and progressive storytelling—are prerequisites for sustained policy transformation.