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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.

88.17

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 88.17
  Financial 87.40
  Accountability & Transparency 89.00
This rating was published 04/01/2020 and includes data from FY2018, 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.

Financial

87.40

Accountability & Transparency

89.00

This rating was published 04/01/2020 and includes data from FY2018, 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)
83.4%
  Administrative Expenses 11.2%
  Fundraising Expenses 5.2%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 2.51
  Program Expenses Growth -1.6%
  Liabilities to Assets 3.9%
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) 88.17
National Yiddish Book Center (MA) 86.86
The Richard Nixon Foundation (CA) 91.16
The Huntington Library, Art Collections, and Botanical Gardens (CA) 90.98
Boston Athenæum (MA) 88.17

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $9,391,764
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $199,851
   Related Organizations $0
   Government Grants $0
Total Contributions $9,591,615
   Program Service Revenue $0
Total Primary Revenue $9,591,615
   Other Revenue $444,717
TOTAL REVENUE $10,036,332
   
EXPENSES  
   Program Expenses $5,230,221
   Administrative Expenses $1,181,219
   Fundraising Expenses $342,223
TOTAL FUNCTIONAL EXPENSES $6,753,663
   
Payments to Affiliates $0
Excess (or Deficit) for the year $3,282,669
   
Net Assets $18,068,220

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
Think Tank $3,536,032 67.6%
Network $1,099,190 21.0%
FDR Library $594,999 11.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 04/01/2020 88.17
2016-12 03/01/2018 90.37
2015-12 02/01/2017 85.05
2014-12 06/01/2016 84.70
 
CN 2.0
2014-12 12/22/2015 77.33
2013-12 07/01/2015 85.98
2012-12 12/20/2013 85.80
2011-12 05/01/2013 91.14
2010-12 04/01/2012 91.79
2009-12 09/20/2011 89.30
 
CN 1.0
2009-12 05/01/2011 98.00
2008-12 06/01/2010 95.08
2007-12 12/01/2008 79.22
2006-12 12/15/2007 69.33
2005-12 02/01/2007 69.51
2004-12 03/01/2006 67.98
2003-12 01/05/2005 95.34
2002-12 02/01/2004 96.71
2001-12 10/15/2002 87.94

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 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
Compensation % of Expenses Paid to Title
$297,600 4.40% Felicia Wong President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Franklin and Eleanor Roosevelt Institute (NY) 88.17
The Newberry Library (IL) 85.16
YIVO Institute for Jewish Research (NY) 92.28
John F. Kennedy Library Foundation (MA) 86.32
The Richard Nixon Foundation (CA) 91.16

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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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