Civic Intelligence

Roosevelt Forward Inc

990 • Fiscal year 2023 • EIN 84-2486795

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

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

66th percentile

0.22x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.26x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Asset Growth

7th percentile

-30%

Faster asset growth than 7% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$512,380

Down $222,270 (-30%) from 2022

Net Assets

Down

$397,912

Down $141,420 (-26%) from 2022

Liabilities

Down

$114,468

Down $80,850 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin10th percentile

Revenue

Down

$432,300

Down $295,463 (-41%) from 2022

Expenses

Up

$573,720

Up $17,719 (+3.2%) from 2022

Net Income

Down

-$141,420

Down $313,182 (-182%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2023

Assets$512,380
Liabilities$114,468
Net Assets$397,912
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$432,300
Expenses$573,720
Net Income-$141,420
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.1
Gross Receipts
$432,300
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$729,316$510,750▼ $218,566
Accounts Receivable$2,401--
Prepaid Expenses and Deferred Charges$2,933$1,630▼ $1,303
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$734,650$512,380▼ $222,270
Liabilities
Accounts Payable and Accrued Expenses$195,318$114,468▼ $80,850
Total Liabilities$195,318$114,468▼ $80,850
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$539,332$397,912▼ $141,420
Total Net Assets Fund Balance$539,332$397,912▼ $141,420
Total Liabilities and Net Assets / Fund Balance$734,650$512,380▼ $222,270
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Perrin Roosevelt IrelandChair
Becky WassermanDirector
Katrina Vanden HeuvelDirector
Lorella PraeliDirector
Roger KimTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tyler BellstromResearch Contractor1231 MANSFIELD AVE, Atlanta, GA 30307$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$432,300
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$432,300
Change in Net Assets
$-141,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,470
Salaries, Compensation, and Employee Benefits$154,250
Total Fundraising Expense$17,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$272,612$35,399$360$308,371
Other Salaries and Wages$55,573$65,039$9,092$129,704
Payroll Taxes$5,483$6,417$897$12,797
Fees for Services Accounting-$12,500-$12,500
Travel$12,230--$12,230
Other Employee Benefits$4,097$4,795$670$9,562
Insurance$1,960$2,294$321$4,575
Pension Plan Contributions$937$1,097$153$2,187
Other Expenses$34,859$434$5,703$434
Total Functional Expenses$387,751$168,773$17,196$573,720
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$67,412
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 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
2024-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Kim
Formed
2019
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
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

“Management consulting: program service expenses 85,600. Management and general expenses 5,500. Fundraising expenses 0. Total expenses 91,100. Work on appointments project: program service expenses 121,063. Management and general expenses 0. Fundraising expenses 0. Total expenses 121,063. Strategic consulting: program service expenses 45,000. Management and general expenses 15,000. Fundraising expenses 0. Total expenses 60,000. Strategic advertising: program service expenses 18,750. Management and general expenses 6,250. Fundraising expenses 0. Total expenses 25,000. Financial consulting: program service expenses 0. Management and general expenses 6,000. Fundraising expenses 0. Total expenses 6,000. Payroll fees: program service expenses 2,199. Management and general expenses 2,574. Fundraising expenses 360. Total expenses 5,133. Subscription: program service expenses 0. Management and general expenses 42. Fundraising expenses 0. Total expenses 42. Printing: program service expenses 0. Management and general expenses 33. Fundraising expenses 0. Total expenses 33.”

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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/ExplanationTxt4MANAGEMENT CONSULTING: PROGRAM SERVICE EXPENSES 85,600. MANAGEMENT AND GENERAL EXPENSES 5,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,100. WORK ON APPOINTMENTS PROJECT: PROGRAM SERVICE EXPENSES 121,063. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,063. STRATEGIC CONSULTING: PROGRAM SERVICE EXPENSES 45,000. MANAGEMENT AND GENERAL EXPENSES 15,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. STRATEGIC ADVERTISING: PROGRAM SERVICE EXPENSES 18,750. MANAGEMENT AND GENERAL EXPENSES 6,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. FINANCIAL CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,000. PAYROLL FEES: PROGRAM SERVICE EXPENSES 2,199. MANAGEMENT AND GENERAL EXPENSES 2,574. FUNDRAISING EXPENSES 360. TOTAL EXPENSES 5,133. SUBSCRIPTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 42. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 33. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33.
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/TotalAssetsBOYAmt0734650
IRS990/TotalAssetsEOYAmt0512380
IRS990/TotalAssetsGrp/BOYAmt0734650
IRS990/TotalAssetsGrp/EOYAmt0512380
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0432300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt017196
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0168773
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0387751
IRS990/TotalFunctionalExpensesGrp/TotalAmt0573720
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0195318
IRS990/TotalLiabilitiesEOYAmt0114468
IRS990/TotalLiabilitiesGrp/BOYAmt0195318
IRS990/TotalLiabilitiesGrp/EOYAmt0114468
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0539332
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0397912
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0387751
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0432300
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0734650
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0512380
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt012230
IRS990/TravelGrp/TotalAmt012230
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0570 LEXINGTON AVENUE 5TH FL
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010022
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ROOSEVELTFORWARD.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALI NOORANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124449130
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
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/ReturnTs02024-08-13T10:45:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,380
Liabilities
$114,468
Net assets
$397,912
Revenue
$432,300
Expenses
$573,720
Net income
-$141,420
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