The Roosevelt Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2018 | 69,128 | 44,389 | 24,739 | 7.8 | — |
| 2019 | 69,170 | 31,077 | 38,093 | 25.8 | — |
| 2020 | 62,973 | 5,045 | 57,928 | 296.7 | — |
| 2021 | 74,911 | 40,865 | 34,046 | 46.6 | — |
| 2022 | 77,236 | 28,141 | 49,095 | 88.6 | — |
| 2023 | 81,325 | 13,144 | 68,181 | 252.0 | — |
In its most recent public year (2023), this organization brought in $68,181 more than it spent. Its reserves stood at about 252 months of spending, up from 7.8 in 2018.
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
The Roosevelt Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works