Civic Intelligence

Roosevelt Forward Inc

990 • Fiscal year 2020 • EIN 84-2486795

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 06, 2021

Organization ProfileWWW.ROOSEVELTFORWARD.ORG
570 Lexington Avenue 5th FLNew York, NY 10022

(212) 444-9130

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.17x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • NTEE S • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.18x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • NTEE S • $500k-$1M nonprofits • Source year 2020

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2020 filings • NTEE S • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE S • $500k-$1M nonprofits • Source year 2020

Asset Growth

90th percentile

83%

Faster asset growth than 90% of similar nonprofits.

2020 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

63%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$868,504

Up $394,282 (+83%) from 2019

Net Assets

Up

$721,823

Up $295,689 (+69%) from 2019

Liabilities

Up

$146,681

Up $98,593 (+205%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin84th percentile

Revenue

Up

$835,279

Up $323,145 (+63%) from 2019

Expenses

Up

$539,590

Up $453,590 (+527%) from 2019

Net Income

Down

$295,689

Down $130,445 (-31%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2019: $474,222Liabilities 2019: $48,088Net Assets 2019: $426,1342019Assets 2020: $868,504Liabilities 2020: $146,681Net Assets 2020: $721,8232020Assets 2021: $379,723Liabilities 2021: $12,153Net Assets 2021: $367,5702021Assets 2022: $734,650Liabilities 2022: $195,318Net Assets 2022: $539,3322022Assets 2023: $512,380Liabilities 2023: $114,468Net Assets 2023: $397,9122023Assets 2024: $575,035Liabilities 2024: $241,805Net Assets 2024: $333,2302024

Highlighted filing

2020

Assets$868,504
Liabilities$146,681
Net Assets$721,823
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2019: $512,134Expenses 2019: $86,000Net Income 2019: $426,1342019Revenue 2020: $835,279Expenses 2020: $539,590Net Income 2020: $295,6892020Revenue 2021: $50,303Expenses 2021: $404,556Net Income 2021: -$354,2532021Revenue 2022: $727,763Expenses 2022: $556,001Net Income 2022: $171,7622022Revenue 2023: $432,300Expenses 2023: $573,720Net Income 2023: -$141,4202023Revenue 2024: $911,300Expenses 2024: $975,982Net Income 2024: -$64,6822024

Highlighted filing

2020

Revenue$835,279
Expenses$539,590
Net Income$295,689
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 6, 2021
Return Version
2020v4.1
Gross Receipts
$835,279
Mission and Program Overview

Mission

Inspired by the legacy of franklin and eleanor roosevelt, roosevelt forward re-imagines the rules to create a nation where everyone enjoys a fair share of our collective prosperity. Roosevelt forward researches, proposes, and advocates for policies that will best spur economic growth and ensure that all americans have an opportunity to share in the prosperity and participate in our democracy.

Roosevelt forward is where progressive economics meet progressive politics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$474,222$860,438▲ $386,216
Land, Buildings, and Equipment, Net$0$6,333▲ $6,333
Prepaid Expenses and Deferred Charges-$1,733-
Total Assets$474,222$868,504▲ $394,282
Liabilities
Accounts Payable and Accrued Expenses$48,088$146,681▲ $98,593
Total Liabilities$48,088$146,681▲ $98,593
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$426,134$721,823▲ $295,689
Total Net Assets Fund Balance$426,134$721,823▲ $295,689
Total Liabilities and Net Assets / Fund Balance$474,222$868,504▲ $394,282

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,333$3,167$9,500
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Ali NooraniChair
Brina MilikowskyVice Chair
Christie GeorgeDirector
Perrin Roosevelt IrelandDirector
Felicia WongFormer Director
Roger KimTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$835,279
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$835,279
Change in Net Assets
$295,689

Audited Revenue Reconciliation

Revenue per Audited Statements
$835,279
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$835,279
Total Revenue per Form 990
$835,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$340,678
Other Expenses$174,912
Professional Fundraising Fees$24,000
Total Fundraising Expense$24,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$198,366$80,692-$279,058
Other Employee Benefits$30,175$12,274-$42,449
Fees for Services Other$22,488$17,193-$39,681
Fees for Services Professional Fundraising--$24,000$24,000
Payroll Taxes$13,628$5,543-$19,171
Fees for Services Accounting$7,991$6,109-$14,100
Depreciation Depletion-$3,167-$3,167
Insurance-$1,410-$1,410
Fees for Services Legal$679$519-$1,198
Travel$1,066--$1,066
Other Expenses$81,006$44-$44
Total Functional Expenses$355,399$160,191$24,000$539,590

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$539,590
Total Expenses per Audited Statements$539,590
Total Expenses per Form 990$539,590
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$24,000
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$26,081
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Roosevelt Forward Inc
EIN
84-2486795
Phone
2124449130
Address
570 LEXINGTON AVENUE 5TH FL, NEW YORK, NY 10022

Signing Officer

Name
Ali Noorani
Title
Chair
Phone
2124449130
Signed
2021-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ali Noorani
Formed
2019
Legal Domicile
De
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
Preparer
James J Reilly
Phone
2126617777
Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR ROOSEVELT, ROOSEVELT FORWARD RE-IMAGINES THE RULES TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY. ROOSEVELT FORWARD RESEARCHES, PROPOSES, AND ADVOCATES FOR POLICIES THAT WILL BEST SPUR ECONOMIC GROWTH AND ENSURE THAT ALL AMERICANS HAVE AN OPPORTUNITY TO SHARE IN THE PROSPERITY AND PARTICIPATE IN OUR DEMOCRACY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE COMPLETED, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS VIA EMAIL AND A MEETING IS SCHEDULED FOR REVIEW AND QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROOSEVELT FORWARD MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
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IRS990/StatesWhereCopyOfReturnIsFldCd1DE
IRS990/StatesWhereCopyOfReturnIsFldCd2WA
IRS990/StatesWhereCopyOfReturnIsFldCd3DC
IRS990/StatesWhereCopyOfReturnIsFldCd4MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0474222
IRS990/TotalAssetsEOYAmt0868504
IRS990/TotalAssetsGrp/BOYAmt0474222
IRS990/TotalAssetsGrp/EOYAmt0868504
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0835279
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0160191
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0355399
IRS990/TotalFunctionalExpensesGrp/TotalAmt0539590
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048088
IRS990/TotalLiabilitiesEOYAmt0146681
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IRS990/TotalLiabilitiesGrp/EOYAmt0146681
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0721823
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0835279
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0868504
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01066
IRS990/TravelGrp/TotalAmt01066
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0570 LEXINGTON AVENUE 5TH FL
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010022
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ROOSEVELTFORWARD.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALI NOORANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02124449130
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOSEVELT FORWARD INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0842486795
ReturnHeader/Filer/PhoneNum02124449130
ReturnHeader/Filer/USAddress/AddressLine1Txt0570 LEXINGTON AVENUE 5TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133628255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON O'MEARA MCGINTY & DONNELLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J REILLY
ReturnHeader/ReturnTs02021-10-08T20:05:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOORANI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$868,504
Liabilities
$146,681
Net assets
$721,823
Revenue
$835,279
Expenses
$539,590
Net income
$295,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.75$2.42$3.33$9.11$9.76$0.65
2023Detailed filing. Detailed filing data is available for this year.$5.12$1.14$3.98$4.32$5.74$1.41
2022Detailed filing. Detailed filing data is available for this year.$7.35$1.95$5.39$7.28$5.56$1.72
2021Detailed filing. Detailed filing data is available for this year.$3.80$0.12$3.68$0.50$4.05$3.54
2020Detailed filing. Detailed filing data is available for this year.$8.69$1.47$7.22$8.35$5.40$2.96
2019Detailed filing. Detailed filing data is available for this year.$4.74$0.48$4.26$5.12$0.86$4.26