Civic Intelligence

Roosevelt Forward Inc

990 • Fiscal year 2022 • EIN 84-2486795

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 26, 2023

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

68th percentile

0.27x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.27x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Asset Growth

93rd percentile

93%

Faster asset growth than 93% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1347%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$734,650

Up $354,927 (+93%) from 2021

Net Assets

Up

$539,332

Up $171,762 (+47%) from 2021

Liabilities

Up

$195,318

Up $183,165 (+1507%) from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin78th percentile

Revenue

Up

$727,763

Up $677,460 (+1347%) from 2021

Expenses

Up

$556,001

Up $151,445 (+37%) from 2021

Net Income

Up

$171,762

Up $526,015 (+148%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2022

Assets$734,650
Liabilities$195,318
Net Assets$539,332
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$727,763
Expenses$556,001
Net Income$171,762
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 26, 2023
Return Version
2022v5.0
Gross Receipts
$727,763
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$374,054$729,316▲ $355,262
Land, Buildings, and Equipment, Net$3,167$0▼ $3,167
Prepaid Expenses and Deferred Charges$2,502$2,933▲ $431
Accounts Receivable-$2,401-
Total Assets$379,723$734,650▲ $354,927
Liabilities
Accounts Payable and Accrued Expenses$12,153$195,318▲ $183,165
Total Liabilities$12,153$195,318▲ $183,165
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$367,570$539,332▲ $171,762
Total Net Assets Fund Balance$367,570$539,332▲ $171,762
Total Liabilities and Net Assets / Fund Balance$379,723$734,650▲ $354,927

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$9,500$9,500
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Christie GeorgeChair
Ali NooraniFormer Chair
Becky WassermanDirector
Perrin Roosevelt IrelandDirector
Roger KimTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$727,763
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$727,763
Change in Net Assets
$171,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$357,643
Salaries, Compensation, and Employee Benefits$198,358
Total Fundraising Expense$13,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$210,036$34,225$196$244,457
Other Salaries and Wages$44,716$111,478$7,406$163,600
Other Employee Benefits$4,360$10,868$722$15,950
Payroll Taxes$4,193$10,452$694$15,339
Fees for Services Accounting-$5,728-$5,728
Insurance$1,178$2,938$195$4,311
Pension Plan Contributions$948$2,364$157$3,469
Depreciation Depletion-$3,167-$3,167
Other Expenses$27,219$396$4,508$396
Total Functional Expenses$292,650$249,473$13,878$556,001
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$84,722
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 A, Line 8B

“No committee has authority to act on behalf of the governing body.”

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
Treasurer
Phone
2124449130
Signed
2023-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Kim
Formed
2019
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
Phone
2126617777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Website: program service expenses 0. Management and general expenses 281. Fundraising expenses 0. Total expenses 281. Payroll service: program service expenses 1,186. Management and general expenses 2,956. Fundraising expenses 196. Total expenses 4,338. Appointments project: program service expenses 75,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 75,000. Frame and narrative recommendations: program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. Public opinion research consultant: program service expenses 118,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 118,200. Communication support: program service expenses 2,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,500. Research design consulting: program service expenses 3,150. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,150. Financial consulting: program service expenses 0. Management and general expenses 6,300. Fundraising expenses 0. Total expenses 6,300. Management consulting: program service expenses 0. Management and general expenses 24,688. Fundraising expenses 0. Total expenses 24,688.”

Raw XML Appendix331 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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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0ROOSEVELT FORWARD MAY CONDUCT LIMITED ELECTORAL ACTIVITIES SUCH AS COMMENTARY ON THE RECORDS OR POSITIONS OF CANDIDATES FOR PUBLIC OFFICE. ANY ELECTORAL ACTIVITY CONDUCTED IS WITHIN THE LIMITS ON POLITICAL ACTIVITY IMPOSED BY INTERNAL REVENUE CODE ("CODE") SECTION 501(C)(4) AND REVENUE RULING 81-95.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE COMPLETED, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS VIA EMAIL AND A MEETING IS SCHEDULED FOR REVIEW AND QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROOSEVELT FORWARD MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 281. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 1,186. MANAGEMENT AND GENERAL EXPENSES 2,956. FUNDRAISING EXPENSES 196. TOTAL EXPENSES 4,338. APPOINTMENTS PROJECT: PROGRAM SERVICE EXPENSES 75,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,000. FRAME AND NARRATIVE RECOMMENDATIONS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. PUBLIC OPINION RESEARCH CONSULTANT: PROGRAM SERVICE EXPENSES 118,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,200. COMMUNICATION SUPPORT: PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. RESEARCH DESIGN CONSULTING: PROGRAM SERVICE EXPENSES 3,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,150. FINANCIAL CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,300. MANAGEMENT CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,688. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,688.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DE
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0379723
IRS990/TotalAssetsEOYAmt0734650
IRS990/TotalAssetsGrp/BOYAmt0379723
IRS990/TotalAssetsGrp/EOYAmt0734650
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0727763
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013878
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0249473
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0292650
IRS990/TotalFunctionalExpensesGrp/TotalAmt0556001
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012153
IRS990/TotalLiabilitiesEOYAmt0195318
IRS990/TotalLiabilitiesGrp/BOYAmt012153
IRS990/TotalLiabilitiesGrp/EOYAmt0195318
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0367570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0539332
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0292650
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0727763
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0379723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0734650
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0570 LEXINGTON AVENUE 5TH FL
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010022
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ROOSEVELTFORWARD.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALI NOORANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124449130
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-26
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133628255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON O'MEARA MCGINTY & DONNELLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA 7TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER LAZZARUOLO
ReturnHeader/ReturnTs02023-07-14T17:25:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOORANI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,650
Liabilities
$195,318
Net assets
$539,332
Revenue
$727,763
Expenses
$556,001
Net income
$171,762
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