HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI (EIN 43-6042632)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-15
- IRS object ID
- 202110469349301326
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-15T11:43:24-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436042632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRY S TRUMAN LIBRARY INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | NATIONAL AND INTERNATIONAL AFFAIRS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8164001212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 TROOST AVENUE NO 300 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A MACDONALD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8164001212 | PhoneNum |
| Signature | 2021-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A RYAN | PreparerPersonNm |
| PTIN | P00829977 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLYDE F WENDEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 TROOST AVENUE NO 300 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,326,232 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRUMANLIBRARYINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,166,547 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,435,971 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $73,681 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,919 | CYProgramServiceRevenueAmt |
| PY Investment Income | $733,328 | PYInvestmentIncomeAmt |
| CY Investment Income | $503,105 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$46,057 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,515 | CYOtherRevenueAmt |
| PY Total Revenue | $4,927,499 | PYTotalRevenueAmt |
| CY Total Revenue | $12,946,480 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $68,126 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,884 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $919,199 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $955,354 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $318,905 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $84,412 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $684,853 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,752,514 | PYOtherExpensesAmt |
| CY Other Expenses | $16,066,658 | CYOtherExpensesAmt |
| PY Total Expenses | $4,058,744 | PYTotalExpensesAmt |
| CY Total Expenses | $17,160,308 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $868,755 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,213,828 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,419,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,752,967 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,419,244 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,752,967 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $103,511 | ExpenseAmt |
| Grant | $53,884 | GrantAmt |
| Revenue | $28,919 | RevenueAmt |
| Desc | SEE SCHEDULE OEDUCATION:THE TRUMAN LIBRARY OFFERS A SUITE OF ENGAGING ON-SITE AND SCHOOL-BASED EDUCATIONAL PROGRAMS THAT MEET STATE AND NATIONAL ACADEMIC STANDARDS. THESE CRITICALLY ACCLAIMED PROGRAMS ARE DESIGNED TO TEACH PARTICIPANTS ABOUT TRUMAN, DEMOCRACY, THE PRESIDENCY, AND THE IMPORTANCE OF CIVIC ENGAGEMENT, WHILE STRENGTHENING IMPORTANT LIFE AND LEADERSHIP SKILLS. EACH YEAR, TENS OF THOUSANDS OF STUDENTS AND TEACHERS GAIN A DEEPER UNDERSTANDING OF OUR NATION'S HISTORY, GOVERNMENT, AND DEMOCRATIC IDEALS THROUGH THE LIBRARY'S EDUCATIONAL PROGRAMS. USING PRIMARY SOURCE DOCUMENTS AND ARTIFACTS, STUDENTS DRAW CONNECTIONS BETWEEN THE PAST, PRESENT, AND FUTURE TO BETTER UNDERSTAND, ANTICIPATE, AND RESOLVE PROBLEMS. THE WHITE HOUSE DECISION CENTER IS A NATIONALLY RECOGNIZED HANDS-ON HISTORY LAB WHERE PARTICIPANTS STEP INTO THE ROLES OF PRESIDENT TRUMAN AND HIS ADVISORS AND WORK WITH FORMERLY CLASSIFIED PRIMARY SOURCE DOCUMENTS TO TACKLE SOME OF HISTORY'S GREATEST CHALLENGES. READING LIKE A HISTORIAN, BASED ON STANFORD HISTORY EDUCATION GROUP CURRICULUM, IS A MUSEUM-BASED, TRUMAN-FOCUSED PROGRAM THAT ENGAGES STUDENTS AND TEACHERS IN HISTORICAL INQUIRY WHILE IMPROVING LITERACY, COMMUNICATING THE ROLES AND DUTIES OF THE GOVERNMENT, AND FOSTERING A LOVE OF HISTORY. THIS YEAR, IN-PERSON PROGRAMS WERE HELD VIRTUALLY.INSTITUTE FUNDS ALSO SPONSOR THE GREATER KANSAS CITY REGIONAL NATIONAL HISTORY DAY COMPETITION, THE STUDENT INTERNSHIP PROGRAM, THE IN-CLASSROOM TRUMAN FOOTLOCKER PROGRAM, EDUCATOR WORKSHOPS, AND THE ANNUAL SUMMER TEACHER CONFERENCE. ADDITIONAL EDUCATIONAL RESOURCES INCLUDE CURRICULUM GUIDES, A MEDIA LENDING LIBRARY, AND A PRESIDENTIAL TRIVIA CONTEST. TRUMAN'S RESEARCH GRANTS PROGRAM CONTINUES TO ATTRACT TOP SCHOLARS AND EXPAND OUR UNDERSTANDING OF TRUMAN AND HIS CONSEQUENTIAL PRESIDENCY. SINCE OPENING IN 1959, THE LIBRARY'S RESEARCH ROOM HAS WELCOMED MORE THAN 15,000 HISTORIANS, WRITERS, AND SCHOLARS FROM MORE THAN 40 NATIONS. FROM THE BEGINNING AND TO THE PRESENT, THE INSTITUTE HAS PROVIDED MORE THAN $3.3 MILLION IN FINANCIAL SUPPORT TO RESEARCHERS. TODAY, RESEARCH GRANTS, AWARDS, AND FELLOWSHIPS PROVIDE CRUCIAL ASSISTANCE TO EMERGING AND ESTABLISHED SCHOLARS WHOSE CONTRIBUTIONS ILLUMINATE THE CRITICAL ISSUES OF TRUMAN'S PRESIDENCY AND LEGACY.DISSERTATION YEAR FELLOWSHIPS SUBSIDIZE A DOCTORAL STUDENT'S TEACHING OR EMPLOYMENT INCOME TO FACILITATE COMPLETION OF A DISSERTATION THAT INCLUDES HISTORICAL SCHOLARSHIP OF TRUMAN'S CAREER OR TIME PERIOD. THE SCHOLAR'S AWARD SUPPLEMENTS TEACHING OR EMPLOYMENT SALARIES FOR ESTABLISHED SCHOLARS WORKING ON SOME ASPECT OF TRUMAN OR PUBLIC AND FOREIGN POLICY ISSUES PROMINENT DURING HIS TIME. RESEARCH GRANTS, INCLUDING THE JOHN K. HULSTON SCHOLARSHIP, OFFSET THE COST OF CONDUCTING ONSITE RESEARCH AT THE TRUMAN LIBRARY. THE BIENNIAL HARRY S. TRUMAN BOOK AWARD RECOGNIZES THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD DEALING PRIMARILY AND SUBSTANTIALLY WITH TRUMAN OR THE HISTORY OF THE UNITED STATES DURING HIS PRESIDENCY.THE INSTITUTE AIMS TO FULFILL PRESIDENT TRUMAN'S WISHES FOR HIS LIBRARY BY ENSURING ACCESS TO HIS PAPERS AND THE STUDY OF THE PRESIDENCY. TO ACCOMPLISH HIS WISHES FOR TODAY AND THE FUTURE, THE INSTITUTE SPONSORS COLLECTION PRESERVATION AND CONSERVATION, AND DIGITAL ARCHIVES SUPPORT. DIGITIZATION CONTINUES TO BE A PRIORITY, NOT ONLY FOR THE TRUMAN LIBRARY BUT ALSO THE NATIONAL ARCHIVES. THE IMPORTANCE OF THIS CONTINUED EFFORT HAS ONLY BEEN MAGNIFIED BY THE GLOBAL PANDEMIC THAT KEEPS HISTORIANS, RESEARCHERS AND MUSEUM VISITORS FROM ACCESSING THE TRUMAN LIBRARY'S RESEARCH ROOM AND ARCHIVAL HOLDINGS IN-PERSON. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $141,053 | ExpenseAmt |
| Revenue | $5,100 | RevenueAmt |
| Desc | SEE SCHEDULE OPUBLIC OUTREACH PROGRAMS AND COMMUNITY EVENTS:WITH THE GOAL OF INFORMING AND ENGAGING LOCAL, REGIONAL AND NATIONAL AUDIENCES, THE TRUMAN LIBRARY AND INSTITUTE PRESENT DISTINGUISHED AUTHORS, HISTORIANS, JOURNALISTS, AND DIGNITARIES IN LECTURES, PANEL DISCUSSIONS, AND SIGNATURE EVENTS. THROUGH THESE ACTIVITIES, THE LIBRARY AND INSTITUTE STRIVE TO INCREASE ATTENDANCE NUMBERS, VISIBILITY, AND ITS NETWORK OF FRIENDS, WHILE ALSO INSPIRING AUDIENCES TO PLAY A ROLE IN SHAPING OUR NATION'S FUTURE. THESE STIMULATING, THOUGHT-PROVOKING PROGRAMS ARE ATTENDED BY OVER 10,000 INDIVIDUALS EACH YEAR AND ENJOYED BY THOUSANDS MORE THROUGH CABLE TELEVISION, RADIO BROADCAST, AND INTERNET STREAMING. IN RECENT YEARS, PRESENTERS HAVE INCLUDED FORMER PRESIDENTS, SECRETARIES OF STATE AND DEFENSE, UNITED NATIONS SECRETARY-GENERALS, SENATORS, CONGRESSMEN, AND GENERALS. AS PART OF THE "STAY TRU" CAPITAL CAMPAIGN, THE LIBRARY AND INSTITUTE HAVE CREATED THE TRUMAN LEGACY SERIES. THIS SERIES BRINGS HIGH-LEVEL, PRESTIGIOUS SPEAKERS AND PRESENTATIONS TO KANSAS CITY FOR UNIQUE OPPORTUNITIES, INCLUDING THEATRICAL AND MUSICAL PERFORMANCES, WHICH WILL INVITE PARTICIPANTS TO VIEW, ANALYZE, AND LEARN ABOUT TRUMAN AND HIS CONTINUED RELEVANCY IN NEW AND EXCITING WAYS. CAMPAIGN AND ENDOWED SUPPORT FOR ONGOING PUBLIC PROGRAMS WILL ALLOW THE LIBRARY AND INSTITUTE TO COMMEMORATE THE 75TH ANNIVERSARIES OF TRUMAN'S PRESIDENTIAL DECISIONS BEGINNING IN APRIL 2020 AND CONTINUE TO INTRODUCE NEW AND DIVERSE AUDIENCES TO TRUMAN, HIS LEGACY, AND HIS PRESIDENTIAL LIBRARY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,311,362 | ExpenseAmt |
| Desc | SEE SCHEDULE OEXHIBITIONS:FOR THE LAST TWO DECADES, THE LIBRARY'S PERMANENT MUSEUM EXHIBITS, HARRY S. TRUMAN: THE PRESIDENTIAL YEARS AND HARRY S. TRUMAN: HIS LIFE AND TIMES, HAVE INCREASED VISITOR UNDERSTANDING OF THE OFFICE OF THE PRESIDENT AND TRUMAN'S LIFE AND LEGACY. HOWEVER, PERMANENT EXHIBITS ARE ONLY INTENDED TO LAST TEN YEARS DUE TO EXTENSIVE WEAR AND TEAR, IMPROVEMENTS IN TECHNOLOGY, AND THE INCREASING POTENTIAL FOR OUTDATED CONTENT. ADDITIONALLY, SINCE THEIR INSTALLATION, RESEARCH HAS GREATLY INCREASED UNDERSTANDING OF HOW VISITORS LEARN FROM AND INTERACT WITH MUSEUM EXHIBITIONS. TO BRING THE MUSEUM INTO THE 21ST CENTURY, THE NEW STATE-OF-THE-ART MUSEUM PLAN SIGNIFICANTLY IMPROVES AND ENHANCES THE VISITOR EXPERIENCE. AN EXPANSION TO THE LIBRARY'S EAST SIDE REORIENTS THE MUSEUM ENTRANCE, PLACING A DRAMATIC EMPHASIS ON THE COURTYARD AND THE TRUMANS' GRAVESITES. NOW CONCENTRATED ENTIRELY ON ONE FLOOR, THE NEW 12,400-SQUARE-FOOT PERMANENT EXHIBITION WILL FOCUS ON TRUMAN'S LIFE BEFORE, DURING, AND AFTER HIS PRESIDENCY WITH TECHNOLOGICAL UPGRADES, HANDS-ON INTERACTIVE ELEMENTS, NEVER-BEFORE-SEEN ARTIFACTS, UPDATED SCHOLARSHIP, AND A COMPREHENSIVE EDUCATIONAL STRATEGY. THIS REDISTRIBUTION WILL ALSO DOUBLE THE SQUARE FOOTAGE OF THE LIBRARY'S LOWER-LEVEL GALLERIES, CREATING AN ADAPTABLE SPACE FOR HIGHER-PROFILE TEMPORARY EXHIBITS, WHICH WILL INCREASE VISITATION ON AN ONGOING BASIS.THE RENOVATION PROMISES A LEAP FORWARD IN THE VISITOR EXPERIENCE, ALONG WITH A FASCINATING LOOK BACK AT TRUMAN'S TIME IN OFFICE. FROM ONE GALLERY TO THE NEXT, THE EXHIBITION HAS SOMETHING FOR EVERY TYPE OF MUSEUM VISITOR, FROM BROWSERS WHO ENJOY SKIMMING THE SURFACE TO HISTORY BUFFS WHO PREFER HIGHLY FOCUSED EXHIBITS THAT TAKE THEM DEEPER INTO THE HISTORY OF TRUMAN'S LIFE AND LEGACY. RENOVATION PLANS CALL FOR USING THE LATEST TECHNOLOGY TO ILLUMINATE THE PAST WHILE ENLIGHTENING VISITORS FROM EVERY GENERATION. THIS TECHNOLOGY WILL MAKE IT POSSIBLE FOR VISITORS TO SEE AND HEAR FROM THE PRESIDENT IN NEWLY DIGITIZED AUDIO AND VIDEO THROUGHOUT THE GALLERIES UNLIKE ANYTHING WE WERE ABLE TO CREATE BEFORE NOW, SIMPLY BECAUSE WE DID NOT HAVE THE TECHNOLOGY TO MAKE THEM ACCESSIBLE TO THE PUBLIC. PRESIDENT TRUMAN OCCUPIED THE OVAL OFFICE IN A TIME THAT CALLED FOR DIFFICULT DECISIONS WITH ENORMOUS GLOBAL CONSEQUENCES. THE NEW PERMANENT TRUMAN EXHIBITION IS MEANT TO SHOW THE SIGNIFICANCE OF HIS CONTRIBUTIONS AND THE CHARACTER OF A MAN WHOSE QUIET LEADERSHIP SHAPED THE POSTWAR LIBERAL DEMOCRATIC ORDER THAT DEFINES TODAY'S WORLD. A MASSIVE FRACTURED GLOBE WILL TELL THE STORY OF THAT CHAOTIC, POST-WWII WORLD. INSIDE THE GLOBE, EDUCATIONAL STATIONS WILL GIVE VISITORS A CLOSER LOOK AT THE INDIVIDUAL IMPACTS OF WAR. MODERNIZED AS THE EXPERIENCE WILL BE, THE LIBRARY WILL REMAIN AN INVITING ATMOSPHERE FOR LEARNING. TRUMAN HIMSELF ORIGINALLY ENVISIONED HIS PRESIDENTIAL LIBRARY AS "A CLASSROOM FOR DEMOCRACY - A PLACE TO HELP YOUNG PEOPLE, IN PARTICULAR, UNDERSTAND THE SIGNIFICANCE OF THEIR GOVERNMENT." WHILE THE TRUMAN LIBRARY REMAINS CLOSED, THE TRUMAN LIBRARY INSTITUTE OFFERS TWO TRAVELING EXHIBITIONS AVAILABLE FOR SHOWING: - HARRY S. TRUMAN AND THE BIRTH OF ISRAEL - ONE OF THE MOST DEFINING MOMENTS OF PRESIDENT TRUMAN'S TENURE WAS HIS EXECUTIVE ACTION TO EXTEND DE FACTO DIPLOMATIC RECOGNITION TO THE STATE OF ISRAEL ON MAY 14, 1948, JUST 11 MINUTES AFTER THAT NATION DECLARED INDEPENDENCE. THIS EXHIBIT EXPLORES THE HISTORICAL, CULTURAL, AND PERSONAL FACTORS THAT WENT INTO THE DECISION, WHICH WAS AN EXTREMELY CONTENTIOUS ISSUE AMONG TRUMAN'S CABINET AND ADVISORS. - HARRY S. TRUMAN: KANSAS CITY'S COMMANDER IN CHIEF - THIS EXHIBIT EXPLORES THE CHALLENGES PRESIDENT TRUMAN FACED, THE DECISIONS HE MADE THAT SHAPED OUR DEMOCRACY, AND THE MILESTONES THAT SEALED HIS PLACE IN HISTORY AS ONE OF OUR NATION'S GREATEST PRESIDENTS. THIS EXHIBITION DEBUTED IN THE BOX GALLERY IN DOWNTOWN KANSAS CITY FROM SEPTEMBER 6OCTOBER 25, 2019. INAUGURAL ATTENDANCE ESTIMATED AT 1,200. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $461,574 | ExpenseAmt |
| Revenue | $12,016 | RevenueAmt |
| Desc | PUBLIC RELATIONS AND ADVERTISING, DOCUMENTARY ACCESS, VOLUNTEER AND INTERN PROGRAM, MUSEUM ARTIFACT/DOCUMENT ACQUISITION, DIGITIZATION AND PRESERVATION, PREVENTATIVE MAINTENANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $461,574 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $12,016 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,017,500 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA SULLIVAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8164001212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 TROOST AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MERILYN BERENBOM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL M BLACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MORGAN A BURDEN | ||||||
| EXECUTIVE DIRECTOR/EX OFFICIO DIRECTOR | 40.00 | Yes (X) | $212,429 | $0 | $51,169 | Yes (X) |
| MAUREEN MCMEEL CARROLL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN CRUMB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLIFTON TRUMAN DANIEL | ||||||
| HONORARY CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT P DUNN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH EARNEST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSIE S EVANS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARI FREDERICKSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KURT GRAHAM | ||||||
| EX OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG GUNDERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA HARDWICK | ||||||
| SECRETARY/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HARVEY L KAPLAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE KEMPER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A MACDONALD | ||||||
| DIRECTOR/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAY MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIDGET MCCANDLESS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEIGH NOTTBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES B NUTTER JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK OTTENSMEYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN D PACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON C PARKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES D RINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER ROSSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM P SACHS | ||||||
| VICE CHAIR/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARNY SHERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEYER SOSLAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNINE STRANDJORD | ||||||
| VICE CHAIR/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIMOTHY W TRIPLETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID J VON DREHLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN WEIR | ||||||
| VICE CHAIR/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CLYDE F WENDEL | ||||||
| CHAIR/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THOMAS R BUZZ WILLARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA A SULLIVAN | ||||||
| CFO/CAO | 40.00 | $100,210 | $0 | $28,814 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $312,639 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $79,983 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JE DUNN CONSTRUCTION GROUP INC | |||||
| 1001 LOCUST ST | KANSAS CITY | MO | 64106 | CONSTRUCTION | $1,479,742 |
| MONADNOCK MEDIA | |||||
| 59 NORTH STREET | HATFIELD | MA | 01038 | MUSEUM REDESIGN PLANNING - AUDIO/VISUALS | $1,021,060 |
| GALLAGHER & ASSOCIATES | |||||
| 8665 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | MUSEUM REDESIGN PLANNING | $377,584 |
| 1220 EXHIBITS INC | |||||
| 3801 VULCAN DR | NASHVILLE | TN | 37211 | MUSEUM EXHIBIT FABRICATORS | $317,164 |
| STRATEGIC CAPITOL CONSULTING LLC | |||||
| 16141 SWINGLEY RIDGE RD | CHESTERFIELD | MO | 63017 | FUNDRAISING LOBBYIST | $282,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $249,705 | MembershipDuesAmt |
| Fundraising | $505,863 | FundraisingAmt |
| Government Grants | $6,988,500 | GovernmentGrantsAmt |
| All Other Contributions | $4,691,903 | AllOtherContributionsAmt |
| Noncash Contributions | $1,111,684 | NoncashContributionsAmt |
| Total Contributions | $12,435,971 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WHITE HOUSE DECISION CENTER REVEN | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,919 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,919 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,919 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $287,379 | TotalRevenueColumnAmt |
| Exclusion | $287,379 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,556,847 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,341,121 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $215,726 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,726 | TotalRevenueColumnAmt |
| Exclusion | $215,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $505,863 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,631 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,631 | TotalRevenueColumnAmt |
| Exclusion | -$38,631 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $17,116 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,116 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,116 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,946,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,035 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $464,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,069 | TotalAmt |
| Program Services | $48,069 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,815 | TotalAmt |
| Program Services | $5,815 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,139 | TotalAmt |
| Program Services | $59,400 | ProgramServicesAmt |
| Management And General | $214,399 | ManagementAndGeneralAmt |
| Fundraising | $138,340 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,315 | TotalAmt |
| Program Services | $195,826 | ProgramServicesAmt |
| Management And General | $1,745 | ManagementAndGeneralAmt |
| Fundraising | $153,744 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,312 | TotalAmt |
| Program Services | $12,930 | ProgramServicesAmt |
| Management And General | $126 | ManagementAndGeneralAmt |
| Fundraising | $11,256 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,510 | TotalAmt |
| Program Services | $73,872 | ProgramServicesAmt |
| Management And General | $649 | ManagementAndGeneralAmt |
| Fundraising | $47,989 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,078 | TotalAmt |
| Program Services | $16,405 | ProgramServicesAmt |
| Management And General | $11,242 | ManagementAndGeneralAmt |
| Fundraising | $17,431 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,898 | TotalAmt |
| Management And General | $81,898 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,850 | TotalAmt |
| Management And General | $26,850 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,412 | TotalAmt |
| Fundraising | $84,412 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,535 | TotalAmt |
| Management And General | $42,535 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,642 | TotalAmt |
| Management And General | $27,642 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,192 | TotalAmt |
| Program Services | $52,192 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,456 | TotalAmt |
| Program Services | $5,765 | ProgramServicesAmt |
| Management And General | $41,402 | ManagementAndGeneralAmt |
| Fundraising | $19,289 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,277 | TotalAmt |
| Program Services | $15,277 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,403 | TotalAmt |
| Management And General | $4,403 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,064 | TotalAmt |
| Management And General | $5,064 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CAPITAL PROJECTS | $15,285,016 | $15,285,016 | |
| FUNDRAISING OTHER DIREC | $201,556 | $201,556 | |
| PUBLIC PROGRAMS | $141,053 | $141,053 | |
| TRU MAGAZINE PUBLICATIO | $41,866 | $41,866 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,850 | TotalAmt |
| Program Services | $64,014 | ProgramServicesAmt |
| Fundraising | $10,836 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,160,308 | TotalAmt |
| Program Services | $16,017,500 | ProgramServicesAmt |
| Management And General | $457,955 | ManagementAndGeneralAmt |
| Fundraising | $684,853 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,846 | BOYAmt |
| EOY | $799,731 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,380,398 | BOYAmt |
| EOY | $12,953,236 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,419,244 | BOYAmt |
| EOY | $13,752,967 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,000,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,702,651 | BOYAmt |
| EOY | $4,273,694 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,716,593 | BOYAmt |
| EOY | $6,479,273 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,419,244 | BOYAmt |
| EOY | $10,752,967 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,419,244 | BOYAmt |
| EOY | $13,752,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,213,828 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $547,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,455,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,626,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,589,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,166,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,360,971 | CurrentTaxYearAmt |
| Total | $24,199,890 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,455,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,626,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,589,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,166,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,360,971 | CurrentTaxYearAmt |
| Total | $24,199,890 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,390,617 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,809,273 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $281,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $331,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $287,379 | CurrentTaxYearAmt |
| Total | $1,366,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,565,981 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $459,297 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,091,633 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $668,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $383,561 | OtherExpendituresAmt |
| End Year Balance | $8,402,024 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,100,333 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $341,786 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,486 | OtherExpendituresAmt |
| End Year Balance | $8,091,633 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,375,121 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $538,299 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $863,087 | OtherExpendituresAmt |
| End Year Balance | $8,100,333 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,744,253 | BeginningYearBalanceAmt |
| Contributions | $2,958 | ContributionsAmt |
| Investment Earnings Or Losses | $914,013 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $286,103 | OtherExpendituresAmt |
| End Year Balance | $8,375,121 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,292,433 | BeginningYearBalanceAmt |
| Contributions | $5,034 | ContributionsAmt |
| Investment Earnings Or Losses | $693,404 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $246,618 | OtherExpendituresAmt |
| End Year Balance | $7,744,253 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30880 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $13,494,031 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $547,551 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $547,551 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,946,480 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,946,480 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,160,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,160,308 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,160,308 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE INTENDED PURPOSE OF THE ENDOWMENT IS TO CONTINUE TO PROVIDE CONTINUOUS SUPPORT TO THE INSTITUTE, THE HARRY S. TRUMAN LIBRARY AND MUSEUM, AND TO PROMOTE THE LEGACY OF HARRY S. TRUMAN. THE INSTITUTE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE AND ENHANCE THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE INSTITUTE MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD DESIGNATED ENDOWMENT FUNDS. UNDER THE INSTITUTE'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A MODERATE RETURN WHILE ASSUMING A MINIMAL LEVEL OF INVESTMENT RISK. THE INSTITUTE HAS A POLICY (THE SPENDING POLICY) OF APPROPRIATING FOR EXPENDITURES EACH YEAR: AN AMOUNT EQUAL TO 4% OF THE TRAILING 12-QUARTER AVERAGE MARKET VALUE OF THE ASSETS IN THE VARIOUS ENDOWMENT AND OTHER FUND ACCOUNTS THAT ARE SUBJECT TO THE INSTITUTE'S STATEMENT OF INVESTMENT POLICY AND OBJECTIVE WILL BE DISTRIBUTED ANNUALLY TO SUPPORT THE INSTITUTE'S BUDGETED EXPENDITURES. THIS DISTRIBUTION PERCENTAGE WILL BE APPLIED PURSUANT TO THE ABOVE FORMULA TO EACH INDIVIDUAL ACCOUNT NOT SUBJECT TO INCOME RESTRICTIONS OR OTHER PAYOUT AGREEMENTS, WHICH WOULD SUPERCEDE THE DISTRIBUTION POLICY. KEMPTON ENDOWMENT: PER THE TERMS OF GRETA KEMPTON'S 1991 WILL, 25% OF HER ESTATE GIFT WAS USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE REMAINING 75% CORPUS IS HELD IN A PERMANENTLY RESTRICTED ENDOWMENT FUND WITH THE INCOME THERE FROM TO BE USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE UNRESTRICTED INVESTMENT INCOME CAN BE EXPENDED DURING THE FISCAL YEAR FOR PURPOSES DEEMED APPROPRIATE AND NECESSARY BY THE INSTITUTE'S BUDGET, FINANCE AND INVESTMENT COMMITTEE. JOHNSTON ENDOWMENT: TERMS STATE THAT THE CORPUS IS PERMANENTLY RESTRICTED. INVESTMENT INCOME IS TEMPORARILY RESTRICTED TO SUBSIDIZE EXPENSES ASSOCIATED WITH THE ANNUAL "HOWARD AND VIRGINIA BENNETT FORUM ON THE PRESIDENCY." ADDITIONALLY, INVESTMENT INCOME CAN BE EXPENDED TO SUPPORT AN ANNUAL ARCHIVAL RESEARCH INTERNSHIP. BOARD-DESIGNATED ENDOWMENT FUND, WHICH RESULTS FROM AN INTERNAL DESIGNATION, IS NOT DONOR-RESTRICTED AND IS CLASSIFIED AS UNRESTRICTED NET ASSETS. UP TO 5% OF THE FUND'S PRINCIPAL CAN BE EXPENDED ON AN ANNUAL BASIS. THESE ASSETS MAY BE EARMARKED FOR FUTURE PROGRAMS, PURCHASE OR CONSTRUCTION OF FIXED ASSETS, CONTINGENCIES OR OTHER USES AS DETERMINED BY THE INSTITUTE'S EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS WITH PRIOR RECOMMENDATION FROM THE BUDGET, FINANCE AND INVESTMENT COMMITTEE. SPECIAL EXCEPTIONS TO THIS POLICY TO ALLOW FURTHER REDUCTION OF THE PRINCIPAL WILL BE APPROVED BY A FORMAL VOTE OF THE INSTITUTE'S BOARD OF DIRECTORS. HULSTON FAMILY ENDOWMENT: IN FY13, THE HULSTON FAMILY FOUNDATION DONATED $50,000 TO THE INSTITUTE FOR THE PURPOSE OF ESTABLISHING A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE INITIAL $50,000 GIFT WILL BE PRESERVED IN PERPETUITY WHILE THE INVESTMENT INCOME WILL BE USED TO FUND A SPECIAL $2,500 JOHN K. HULSTON SCHOLARSHIP ON AN ANNUAL BASIS. WHEN NECESSARY, THE INSTITUTE AGREES TO SUPPLEMENT THE INVESTMENT PROCEEDS FROM THE HULSTON ENDOWMENT FUND WITH GENERAL UNRESTRICTED FUNDS TO ENSURE THAT THIS GRANT IS AVAILABLE EACH YEAR. HUNKELER FAMILY ENDOWMENT: IN FY18, THE HUNKELER FAMILY ESTABLISHED A PERMANENTLY RESTRICTED $350,000 ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE $350,000 GIFT (PAYABLE OVER 7 YEARS) WILL BE USED TO ENDOW THE INSTITUTE'S SCHOLAR'S AWARD AND THE TRUMAN BOOK AWARD. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| RESEARCH GRANTS | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $2,965 | CHECK, WIRE TRANSFER |
| RESEARCH GRANTS | EAST ASIA AND THE PACIFIC | 1 | $2,850 | CHECK, WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF THE INSTITUTE'S GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| STRATEGIC FUNDRAISING CONSULTING | ||||||||
| 16141 SWINGLEY RIDGE ROAD SUITE 11 | CHESTERFIELD | MO | 63017 | FUNDRAISING | 0 | $3,000,000 | $48,000 | $0 |
| MCKELLAR GROUP INC | ||||||||
| 230 E LOCH LLOYD PKWY | BELTON | MO | 64102 | FUNDRAISING | 0 | $0 | $20,000 | $0 |
| STACY BENSON | ||||||||
| 8411 ENSLEY LN | LEAWOOD | KS | 66206 | FUNDRAISING | 0 | $0 | $16,412 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,000,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $84,412 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WILD ABOUT HARRY | Event1Nm |
| Gross Receipts Event1 | $505,863 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $505,863 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $38,631 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $505,863 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $505,863 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $38,631 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,631 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$38,631 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V) | STRATEGIC CAPITOL CONSULTING WAS HIRED TO RAISE FUNDS FOR THE RENOVATION OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY. AS A RESULT OF THE FUNDRAISING, THREE MILLION DOLLARS OF GRANTS/APPROPRIATIONS WERE RECIEVED FROM THE STATE OF MISSOURI DURING FISCAL YEAR ENDED 9-30-20. |
| SCHEDULE G, PART II | THIS YEAR'S WILD ABOUT HARRY FUNDRAISING EVENT WAS HELD ON-LINE, DUE TO COVID-19. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RESEARCH GRANT | 4 | $4,069 |
| DISSERTATION YEAR FELLOWSHIP | 3 | $24,000 |
| SCHOLAR'S AWARD | 1 | $15,000 |
| TRUMAN BOOK AWARD | 1 | $2,500 |
| JOHN K HULSTON RESEARCH GRANT | 1 | $2,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF ITS GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISPERSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORGAN A BURDEN | PersonNm |
| Title | EXECUTIVE DIRECTOR/EX OFFICIO DIRECT | TitleTxt |
| Base Compensation Filing Org | $212,429 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,534 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $36,635 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $263,598 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,111,684 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | OUR MISSION IS TO BRING THE LIFE AND LEGACY OF HARRY S. TRUMAN TO BEAR ON CURRENT AND FUTURE GENERATIONS THROUGH UNDERSTANDING OF HISTORY, THE PRESIDENCY, DOMESTIC AND FOREIGN POLICY, AND CITIZENSHIP. OUR VISION IS TO INSPIRE, ENRICH, AND EMPOWER PEOPLE THROUGH THE MANY RESOURCES OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY AND MUSEUM. EACH YEAR, MUSEUM VISITORS, PROGRAM PARTICIPANTS, RESEARCHERS, STUDENTS, AND TEACHERS BENEFIT FROM WORLD-CLASS MUSEUM EXHIBITS, NATIONALLY ACCLAIMED EDUCATION PROGAMS, PUBLIC PROGRAMMING, RESEARCH GRANTS, AND MORE. "MAKE NO LITTLE PLANS. MAKE THE BIGGEST PLAN YOU CAN THINK OF AND SPEND THE REST OF YOUR LIFE CARRYING IT OUT." - HARRY S. TRUMAN IN RECOGNITION OF THE 75TH ANNIVERSARY OF TRUMAN'S PRESIDENCY, THE TRUMAN LIBRARY AND TRUMAN LIBRARY INSTITUTE DEVELOPED A MOMENTOUS PLAN TO USE TRUMAN'S LIFE AND LEGACY TO INFORM, INSPIRE, EDUCATE, AND ENGAGE A 21ST-CENTURY AUDIENCE AT AN INCREASINGLY CRITICAL TIME IN OUR NATION'S HISTORY. AT THE HEART OF THE PLAN IS A COMPLETE RENOVATION OF THE TRUMAN MUSEUM, NOW NEARING COMPLETE. A SUCCESSFUL $33-MILLION CAPITAL CAMPAIGN (INCREASED FROM THE ORIGINAL $25-MILLION GOAL), WILL MAKE POSSIBLE ALL-NEW EXHIBITS AND VISITOR EXPERIENCES IN MUSEUM, ENHANCED EDUCATION PROGRAMS, EXPANDED PUBLIC PROGRAMS, AND ENDOWMENT SUPPORT. THE TRUMAN MUSEUM OFFICIALLY CLOSED TO THE PUBLIC ON JULY 23, 2019 FOR A YEAR-LONG MAJOR RENOVATION. THE OUTBREAK OF THE NOVEL CORONAVIRUS PANDEMIC IN THE SPRING OF 2020 COMPLICATED REOPENING PLANS SLATED FOR THE FALL OF 2020; GOVERNMENTAL ENTITIES AND NON-ESSTENTIAL BUSINESSES WERE PROMPTED TO IMPLEMENT PREVENTATIVE AND PROTECTIVE MEASURES FOR THE REMAINDER OF 2020. ALTHOUGH DISRUPTIVE TO SOME PROGRAMMING, THE INSTITUTE AND LIBRARY STAFFS PIVOTED AND ADAPTED TO THE SITUATION DURING THE TRUMAN LIBRARY AND MUSEUM'S CLOSURE, AND WE CONTINUE TO FIND NEW WAYS TO CONNECT WITH OUR PATRONS. A MESSAGE FROM THE INSTITUTE'S EXECUTIVE DIRECTOR MORGAN A. BURDEN: AS I REFLECT ON THE TRUMAN LIBRARY INSTITUTE'S EFFORTS OVER THE PAST YEAR IN LIGHT OF ALL WE'VE BEEN THROUGH, I AM AMAZED BY THE SIGNIFICANT PROGRESS OUR INCREDIBLE TEAM MADE IN ADVANCING OUR MISSION. WE WERE, OF COURSE, VERY DISAPPOINTED THAT THE PANDEMIC FORCED US TO ALTER OUR PLANS TO COMMEMORATE THE 75TH ANNIVERSARY OF TRUMAN'S PRESIDENCY. DESPITE THIS, I AM PROUD OF THE FACT THAT THE TRUMAN LIBRARY INSTITUTE AND TRUMAN LIBRARY STAFF ROSE TO THE OCCASION AND DID A WONDERFUL JOB SHARING AND CELEBRATING HARRY TRUMAN'S LEGACY VIRTUALLY. THANKS TO THESE EFFORTS - AND THE INCREDIBLE SUPPORT WE RECEIVED FROM DONORS AND FRIENDS - 2020 WAS, IN FACT, A GREAT YEAR FOR TRUMAN. HERE ARE JUST A FEW HIGHLIGHTS: THE TRUMAN LIBRARY'S $26-MILLION RENOVATION IS APPROACHING A SUCCESSFUL CONCLUSION. THE CONSTRUCTION PHASE OF THE PROJECT IS COMPLETE AND THE INSTALLATION OF THE NEW TRUMAN EXHIBITION IS NEARLY FINISHED. PROGRESS CONTINUES ON THE FINAL ELEMENTS OF THE PLAN WITH THE EXPECTED COMPLETION DATE JUST A FEW WEEKS AWAY. WE LOOK FORWARD TO SHARING THE INCREDIBLE NEW TRUMAN EXHIBITION WITH YOU AS SOON AS CONDITIONS ALLOW THE LIBRARY TO REOPEN. IN THE MEANTIME, WE WILL CONTINUE TO OFFER UPDATES VIA EMAIL, OUR WEBSITE, AND SPECIAL PRESENTATIONS. IN MARCH 2020, WE QUICKLY TRANSFORMED OUR PROGRAMMING, MARKETING, AND OUTREACH STRATEGIES AND, IN SO DOING, ENGAGED A BROADER, NATIONWIDE AUDIENCE WITH OUR 75TH COMMEMORATIONS. THE RESPONSE TO THIS ENHANCED DIGITAL OUTREACH, WHICH INCLUDED TARGETED SOCIAL MEDIA CAMPAIGNS, EXPANDED MARKETING, AND INFORMATIVE WEBINARS, WAS TREMENDOUS - FAR SURPASSING OUR EXPECTATIONS FOR PARTICIPATION AND ENGAGEMENT. THE "STAY TRU" CAMPAIGN CONTINUED TO SECURE FUNDING FOR ALL OF OUR STRATEGIC PRIORITIES. TO DATE, MORE THAN 16,000 DONORS FROM ACROSS THE COUNTRY HAVE CONTRIBUTED $32 MILLION TOWARDS OUR $33-MILLION CAMPAIGN GOAL. THANKS TO YOUR INCREDIBLE RESPONSE, WE'VE FULLY FUNDED PHASE I OF THE CAPITAL PROJECT, SECURED VITAL SUPPORT FOR OUR PROGRAMMING AND EDUCATIONAL ACTIVITIES, AND STRENGTHENED THE LONG-TERM SUSTAINABILITY OF THE INSTITUTE BY GROWING THE TRUMAN ENDOWMENT. FUNDRAISING WILL CONTINUE AS WE SEEK SUPPORT FOR PHASE II CAPITAL PROJECTS, SIGNIFICANT 75TH ANNIVERSARY COMMEMORATIONS, AND OTHER IMPORTANT PRIORITIES. (ADDITIONAL INFORMATION ABOUT THE TRUMAN RENOVATION AND STAY TRU CAMPAIGN ARE AVAILABLE VIA THE TRUMANLIBRARYINSTITUTE.ORG WEBSITE.) 2021 WILL BRING THE CULMINATION OF FIVE YEARS OF RESEARCH, PLANNING, COMMUNITY ENGAGEMENT, CONSTRUCTION, COLLABORATION, AND FUNDRAISING. IT IS AN EXCITING AND IMPORTANT TIME FOR THE TRUMAN LIBRARY AND THOSE OF US WHO WORK TO ADVANCE PRESIDENT TRUMAN'S LEGACY. WE HAVE A LOT TO BE PROUD OF AND, BECAUSE OF THIS, WE HAVE MUCH TO LOOK FORWARD TO AND CELEBRATE IN THE COMING MONTHS, INCLUDING THE INFORMAL REOPENING AND FORMAL REDEDICATION OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY AND MUSEUM; THE INSTALLATION OF THE NEW TRUMAN STATUE IN THE U.S. CAPITOL STATUARY HALL IN WASHINGTON DC; AND, 75TH ANNIVERSARY OBSERVANCES OF HISTORIC MOMENTS THAT OCCURRED DURING TRUMAN'S SECOND YEAR IN OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ALSO ALL ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY HEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH WILL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE ABSTAINS FROM THE VOTE OF THE CONFLICTED TRANSACTION. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE BOARD'S EXECUTIVE COMMITTEE CONCERNING ANY CONFLICT OF INTEREST DISCLOSED FOR MONITORING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE TRUMAN LIBRARY INSTITUTE UTILIZES THE FOLLOWING: 1. COLLECTION AND USE OF COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS OR INSTITUTIONS WHICH CAN INCLUDE LOCAL AND REGIONAL NONPROFITS AND MUSEUMS, AS WELL AS REGIONAL AND NATIONAL PRESIDENTIAL LIBRARY FOUNDATIONS. BASE SALARIES WILL BE POSITIONED TO QUALIFICATIONS, EXPERIENCE, PERFORMANCE AND TENURE. 2. THE BOARD CHAIR WILL APPOINT A COMPENSATION SUBCOMMITTEE OF THE BUDGET, FINANCE AND INVESTMENT COMMITTEE. THE SUBCOMMITTEE, WHICH INCLUDES THE BOARD CHAIR, WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL MAKE RECOMMENDATIONS FOR THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXECUTIVES OR SALARIED EMPLOYEES. THESE AMOUNTS WILL BE PROVIDED ANNUALLY TO THE COMPENSATION SUBCOMMITTEE FOR REVIEW AND APPROVAL. THE SUBCOMMITTEE WILL REPORT THE AGGREGATE INCREASES TO THE BUDGET, FINANCE AND INVESTMENT COMMITTEE, THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS FOR APPROVAL VIA THE ANNUAL FISCAL YEAR BUDGET PROCESS OR ANY SUBSEQUENT BUDGET AMMENDMENT REQUESTS THAT MAY FOLLOW. 3. THE INSTITUTE WILL RETAIN CONCURRENT WRITTEN OR ELECTRONIC DOCUMENTATION OF COMPENSATION DECISIONS AS THEY ARE MADE THAT WILL INCLUDE THE FOLLOWING INFORMATION: A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B) THE COMPARABILITY DATA; C) THE COMPENSATION SUBCOMMITTEE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND THOSE WHO VOTED TO APPROVE A COMPENSATION DECISION; D) ANY ACTIONS TAKEN WITH RESPECT TO THE INVOLVEMENT OF A MEMBER WHO MAY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | EXHIBITS: PROGRAM SERVICE EXPENSES 26,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,346. WHITE HOUSE DECISION CENTER: PROGRAM SERVICE EXPENSES 26,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,019. ANNUAL MEMBERSHIP PROGRAMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,836. TOTAL EXPENSES 10,836. EDUCATION: PROGRAM SERVICE EXPENSES 7,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,503. CONTINGENCY/OTHER: PROGRAM SERVICE EXPENSES 3,973. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,973. VOLUNTEER/INTERN SERVICES: PROGRAM SERVICE EXPENSES 173. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173. |
| FORM 990, PART IV, LINE 12 & PART XII, LINE 2B & 2C | THE FINANCIAL STATEMENTS WERE AUDITED, HOWEVER, THE FINANCIAL STATEMENTS WERE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ACCOUNTING METHOD USED TO PREPARE FORM 990 FORM 990, PART XII, LINE 1 THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 IS THE MODIFIED CASH BASIS OF ACCOUNTING. THIS IS THE SAME METHOD IN WHICH THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE PREPARED. |
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