THE ROOSEVELT INSTITUTE (EIN 237213592) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

FELICIA J WONG

Phone

2124449130

Tax Period

2024-01-01 to 2024-12-31

THE ROOSEVELT INSTITUTE, founded in 1987, is a mid-sized nonprofit in the Education sector that reported $22.8M in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.7M, a strong 38% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,240,790

Program Service Revenue $0

Investment Income $1,595,282

Other Revenue $825

TOTAL REVENUE $22,836,897

Expense Breakdown

Grants Paid $265,000

Salaries & Benefits $8,952,345

Fundraising Expenses $1,172,000

Program Expenses $8,913,631

Other Expenses $4,915,309

TOTAL EXPENSES $14,132,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,836,897	$13,214,279	+0.7%
Expenses	$14,132,654	$11,975,253	+0.2%
Net Income	$8,704,243	$1,239,026	+6.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,650,633

Total Directors

$566,862

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE ROOSEVELT	CHAIR	2.00	Officer Director	$0	$0	$0
DARLA KASHIAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RAJIV NARAYAN	TREASURER	2.00	Officer Director	$0	$0	$0
HENRY HICKS	SECRETARY	2.00	Officer Director	$0	$0	$0
SHARON BLOCK	BOARD MEMBER	2.00	Director	$0	$0	$0
ABDUL EL-SAYED	BOARD MEMBER	2.00	Director	$0	$0	$0
ERICA HAMILTON	BOARD MEMBER	2.00	Director	$0	$0	$0
KEYONTAY HUMPHRIES	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY ROOSEVELT IRELAND	BOARD MEMBER	2.00	Director	$0	$0	$0
PERRIN IRELAND	BOARD MEMBER	2.00	Director	$0	$0	$0
JAS JOHL	BOARD MEMBER	2.00	Director	$0	$0	$0
BRINA MILIKOWSKY	BOARD MEMBER	2.00	Director	$0	$0	$0
SALLY MINARD	BOARD MEMBER	2.00	Director	$0	$0	$0
CHUCK MUCKENFUSS	BOARD MEMBER	2.00	Director	$0	$0	$0
SABEEL RAHMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
NICHOLAS W ROOSEVELT	BOARD MEMBER	2.00	Director	$0	$0	$0
DAWN SMALLS	BOARD MEMBER	2.00	Director	$0	$0	$0
ANITA SONAWANE	BOARD MEMBER	2.00	Director	$0	$0	$0
JASMIN WEAVER	BOARD MEMBER	2.00	Director	$0	$0	$0
RANDI WEINGARTEN	BOARD MEMBER	2.00	Director	$0	$0	$0
LOLA WEST	BOARD MEMBER	2.00	Director	$0	$0	$0
FELICIA WONG	PRESIDENT & CEO, EX OFFICIO	40.00	Officer Director	$515,721	$51,141	$566,862
KATARINA DUPLESSY	CHIEF FINANCIAL OFFICER	40.00	Officer	$271,944	$43,665	$315,609
JULIETTE STABLESKI	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$234,616	$43,174	$277,790
LISA DEROCHE	CHIEF PEOPLE EQUITY OFFICER	40.00	Officer	$228,000	$27,236	$255,236
ILONA KRAMER	CHIEF OPERATING OFFICER	40.00	Officer	$197,521	$37,615	$235,136
DEBORAH DUNEVANT	SVP COMMUNICATIONS	40.00	Highest	$221,640	$25,764	$247,404
SUZANNE KAHN	MG DIR. RESEARCH & POLICY	40.00	Highest	$205,162	$9,485	$214,647
SHANNON SMITH	MG DIR. FINANCE	40.00	Highest	$187,827	$26,943	$214,770
ALI BUSTAMANTE	DIR, WORKER POWER AND ECONOMIC SECURITY	40.00	Highest	$160,669	$45,264	$205,933
SONIA ARES	DIR. HUMAN RESOURCES	40.00	Highest	$157,045	$31,937	$188,982

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$22,836,897	$14,132,654	$48,635,745	$8,704,243
2023	$13,214,279	$11,975,253	$37,532,512	$1,239,026
2022	$16,733,753	$13,730,173	$35,318,479	$3,003,580
2021	$14,561,739	$12,361,255	$39,947,474	$2,200,484
2020	$21,226,020	$7,961,165	$35,959,001	$13,264,855
2018	$10,036,332	$6,753,663	$18,805,431	$3,282,669

THE ROOSEVELT INSTITUTE