The Roosevelt Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 20,604,836 | 18,624,616 | 1,980,220 | 12.7 | 11% |
| 2012 | 4,148,061 | 7,048,859 | −2,900,798 | 29.0 | 28% |
| 2013 | 4,697,331 | 8,656,558 | −3,959,227 | 19.4 | 23% |
| 2014 | 6,220,151 | 5,984,271 | 235,880 | 29.0 | 41% |
| 2015 | 5,010,159 | 6,446,069 | −1,435,910 | 23.6 | 42% |
| 2016 | 7,261,621 | 6,807,755 | 453,866 | 23.8 | 46% |
| 2017 | 7,833,449 | 7,013,930 | 819,519 | 26.4 | 50% |
| 2018 | 10,036,332 | 6,753,663 | 3,282,669 | 32.1 | 54% |
| 2019 | 9,010,597 | 8,118,592 | 892,005 | 30.6 | 55% |
| 2020 | 21,226,020 | 7,961,165 | 13,264,855 | 52.9 | 58% |
| 2021 | 14,561,739 | 12,361,255 | 2,200,484 | 38.0 | 45% |
| 2022 | 16,733,753 | 13,730,173 | 3,003,580 | 29.5 | 44% |
| 2023 | 13,214,279 | 11,975,253 | 1,239,026 | 36.8 | 54% |
In its most recent public year (2023), this organization brought in $1,239,026 more than it spent. Its reserves stood at about 36.8 months of spending, up from 12.7 in 2011. Staff pay was 54% of spending. $12,530,991 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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