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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Franklin and Eleanor Roosevelt Institute

Informing new generations of the ideals and achievements of Franklin & Eleanor Roosevelt, and perpetuating their legacy.

four stars

90.37

570 Lexington Avenue 5th Floor
New York, NY 10022
tel: (212) 444-9130   Web Site
EIN: 23-7213592

Board Leadership
Anna Eleanor Roosevelt
Board Chair

CEO
Felicia Wong
President & CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 90.37 four stars
  Financial 91.98 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 03/01/2018 and includes data from FY2016, the most recent 990 received at that time.

The mission of the Franklin and Eleanor Roosevelt Institute is to inform new generations of the ideals and achievements of Franklin and Eleanor Roosevelt and to inspire the application of their spirit of optimism and innovation to the solution of current problems. The Institute commemorates the significant events of the Roosevelt years and works with educators to improve the teaching of that pivotal period in American history. The Roosevelt Institute believes that the spirit of pragmatic idealism that these two great leaders brought to the problems of their time can continue to inspire the struggle for peace and social justice everywhere in the world.

The mission of the Franklin and Eleanor Roosevelt Institute is to inform new generations of the ideals and achievements of Franklin and Eleanor Roosevelt and to inspire the application of their spirit of optimism and innovation to the solution of current problems. The Institute commemorates the significant events of the Roosevelt years and works with educators to improve the teaching of that pivotal period in American history. The Roosevelt Institute believes that the spirit of pragmatic idealism that these two great leaders brought to the problems of their time can continue to inspire the struggle for peace and social justice everywhere in the world.

Results Information

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Financial

four stars

91.98

Accountability & Transparency

three stars

89.00

This rating was published 03/01/2018 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
83.2%
  Administrative Expenses 7.2%
  Fundraising Expenses 9.4%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 1.94
  Program Expenses Growth 17.2%
  Liabilities to Assets 7.9%
All data for Financial Performance Metrics calculations was provided by Franklin and Eleanor Roosevelt Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Franklin and Eleanor Roosevelt Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Franklin and Eleanor Roosevelt Institute (NY) 90.37 four stars
The Huntington Library, Art Collections, and Botanical Gardens (CA) 91.46 four stars
George W. Bush Presidential Center (TX) 89.06 three stars
Ronald Reagan Presidential Foundation (CA) 87.89 three stars
The HistoryMakers (IL) 91.22 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $6,599,494
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $281,150
   Related Organizations $0
   Government Grants $0
Total Contributions $6,880,644
   Program Service Revenue $0
Total Primary Revenue $6,880,644
   Other Revenue $380,977
TOTAL REVENUE $7,261,621
   
EXPENSES  
   Program Expenses $6,088,203
   Administrative Expenses $344,949
   Fundraising Expenses $374,603
TOTAL FUNCTIONAL EXPENSES $6,807,755
   
Payments to Affiliates $0
Excess (or Deficit) for the year $453,866
   
Net Assets $13,494,497

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Four Freedoms Center $3,552,651 58.4%
The Roosevelt Campus Network $1,419,478 23.3%
FDR Library Programs $1,074,659 17.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-12 03/01/2018 90.37 four stars
2015-12 02/01/2017 85.05 three stars
2014-12 06/01/2016 84.70 three stars
 
CN 2.0
2014-12 12/22/2015 77.33 two stars
2013-12 07/01/2015 85.98 three stars
2012-12 12/20/2013 85.80 three stars
2011-12 05/01/2013 91.14 four stars
2010-12 04/01/2012 91.79 four stars
2009-12 09/20/2011 89.30 three stars
 
CN 1.0
2009-12 05/01/2011 98.00 four stars
2008-12 06/01/2010 95.08 four stars
2007-12 12/01/2008 79.22 two stars
2006-12 12/15/2007 69.33 one star
2005-12 02/01/2007 69.51 one star
2004-12 03/01/2006 67.98 one star
2003-12 01/05/2005 95.34 four stars
2002-12 02/01/2004 96.71 four stars
2001-12 10/15/2002 87.94 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7213592
Name in IRS Master File THE FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
NTEE Code B11
NTEE Classification Single Organization Support
NTEE Type Educational Institutions and Related Activities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (200) Business promotion (chamber of commerce, business league, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1972
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$261,161 3.83% Felicia Wong President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Franklin and Eleanor Roosevelt Institute (NY) 90.37 four stars
The HistoryMakers (IL) 91.22 four stars
The Richard Nixon Foundation (CA) 91.36 four stars
Ronald Reagan Presidential Foundation (CA) 87.89 three stars
The Morgan Library & Museum (NY) 87.87 three stars

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Charity Contact Info

Franklin and Eleanor Roosevelt Institute
570 Lexington Avenue
5th Floor
New York, NY 10022
tel: (212) 444-9130
EIN: 23-7213592

Visit Web Site

Board Leadership

Anna Eleanor Roosevelt
Board Chair

CEO

Felicia Wong
President & CEO

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