2018-02-12T09:24:03-06:00 2017-09-30 430765316 RubinBrown LLP 1200 Main Street Suite 1000 Kansas City MO 64105 990 2016-10-01 436042632 The Harry S Truman Library Institute National and International Affairs HARR 8164001212 5151 Troost Avenue No 300 Kansas City MO 64110 John A MacDonald TREASURER 8164001212 2018-02-12 1 Suzanne B Kimbrough P01320005 8164721122 12.216.16.122 2018-02-12 09:11:52 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B7C670ECD1F075128E6EB269AC02CF33DAEB1094 2016 2021-01-29 14:40:06Z X Clyde F Wendel 5151 Troost Avenue No 300 Kansas City MO 64110 8830790 0 X www.trumanlibraryinstitute.org X 1957 MO TO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT. 28 26 10 25 0 0 1455801 2626654 70657 72034 674805 620552 -44037 -39762 2157226 3279478 79928 90156 0 0 801145 797812 0 0 395736 934714 2272704 1815787 3160672 341439 118806 11899977 12759299 0 0 11899977 12759299 X THE HARRY S. TRUMAN LIBRARY INSTITUTE, A NONPROFIT 501(C)(3) ORGANIZATION, IS DEDICATED TO THE PRESERVATION, ADVANCEMENT, AND OUTREACH ACTIVITIES OF THE HARRY S. TRUMAN LIBRARY AND MUSEUM, ONE OF OUR NATION'S 14 PRESIDENTIAL LIBRARIES OVERSEEN BY THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION. TOGETHER WITH ITS PUBLIC PARTNER, THE TRUMAN LIBRARY INSTITUTE PRESERVES THE ENDURING LEGACY OF AMERICA'S 33RD PRESIDENT TO ENRICH THE PUBLIC'S UNDERSTANDING OF HISTORY, THE PRESIDENCY, PUBLIC POLICY, AND CITIZENSHIP. THE INSTITUTE PROVIDES FUNDING AND SUPPORT FOR THE HARRY S. TRUMAN LIBRARY AND MUSEUM'S EXHIBITIONS, EDUCATION PROGRAMS, CONFERENCES, FORUMS AND OTHER PUBLIC OUTREACH PROGRAMS. 0 0 346603 90156 76684 SEE SCHEDULE OEDUCATION:HARRY TRUMAN LEFT AMERICA AN ENDURING LEGACY, A LEGACY OF VALUES THAT INCLUDE RESPONSIBILITY, LEADERSHIP, DECISIVENESS AND A COMMITMENT TO THE DEMOCRATIC IDEALS THAT MAKE OUR NATION GREAT. HE HOPED THAT HIS LIBRARY WOULD GIVE PEOPLE, ESPECIALLY YOUNG PEOPLE, "A BETTER UNDERSTANDING OF THE HISTORY AND NATURE OF THE PRESIDENCY AND THE GOVERNMENT OF THE UNITED STATES." TO FULFILL THIS VISION, THE EDUCATION TEAM AT THE TRUMAN LIBRARY HAS DEVELOPED A RANGE OF OUTSTANDING PROGRAMS THAT ARE GROUNDED IN PROVEN PEDAGOGICAL PRACTICES DESIGNED TO MEET STATE AND NATIONAL ACADEMIC STANDARDS, AND SERVE AS THE STANDARD FOR OUR NATION'S PRESIDENTIAL LIBRARIES.TOTAL STUDENT/TEACHER PARTICIPATION DURING THE 2016-2017 SCHOOL YEAR WAS 36,931 WITH AN ADDITIONAL 32,040 PARTICIPATING IN ONLINE PROGRAMS. MORE SPECIFICALLY: THE WHITE HOUSE DECISION CENTER - THIS PROGRAM GIVES STUDENTS AN EXTENDED, IMMERSIVE, AND INSPIRATIONAL EXPERIENCE AT ONE OF KANSAS CITY'S ICONIC CULTURAL INSTITUTIONS WHILE ALSO PROVIDING THEM WITH A UNIQUE EDUCATIONAL PROGRAM THAT STRENGTHENS MANY CORE SKILLS. INSPIRED BY PRESIDENT TRUMAN'S LEGACY OF LEADERSHIP AND DEVELOPED BY NATIONALLY RECOGNIZED EDUCATORS, THIS HANDS-ON HISTORY LAB IS THE TRUMAN LIBRARY'S FLAGSHIP EDUCATION PROGRAM AND THE STANDARD-BEARER FOR EDUCATION PROGRAMS AT PRESIDENTIAL LIBRARIES NATIONWIDE. THE WHITE HOUSE DECISION CENTER'S SIMULATIONS IMMERSE STUDENTS IN AMERICAN HISTORY, GOVERNMENT, THE PRESIDENCY AND HIGH-STAKES DECISION MAKING IN A TRULY UNIQUE SETTINGA RECREATION OF THE TRUMAN-ERA WEST WING OF THE WHITE HOUSE. TEACHERS HAVE DESCRIBED IT AS ONE OF THE MOST PROFOUND EDUCATIONAL EXPERIENCES IN THEIR STUDENTS' ACADEMIC CAREERS. 5,800 STUDENTS AND ADULTS PARTICIPATED IN THE WHITE HOUSE DECISION CENTER DURING FY17 (88,000 SINCE 2001). COMMUNITY EDUCATION SCHOLARSHIPS - THE TRUMAN LIBRARY INSTITUTE IS COMMITTED TO PROVIDING AS MANY STUDENTS AS POSSIBLE WITH ACCESS TO THE TRUMAN LIBRARY. OVER THE PAST THIRTEEN YEARS, OUR SCHOLARSHIP FUND HAS ALLOWED NEARLY 46,000 STUDENTS FROM ECONOMICALLY CHALLENGED SCHOOL DISTRICTS TO VISIT AND EXPERIENCE THE TRUMAN LIBRARY'S EDUCATION PROGRAMS AND EXHIBITIONS AT MINIMAL OR NO COST. DURING THE 2016-2017 SCHOOL YEAR, 9,814 STUDENTS BENEFITED FROM THIS PROGRAM. GRANT SCHOLARSHIP FUNDS CAN BE USED TO COVER MUSEUM ADMISSIONS, WHITE HOUSE DECISION CENTER FEES, BUS TRANSPORTATION AND SUBSTITUTE TEACHER COSTS. GUIDED MUSEUM TOURS - THESE DOCENT-LED TOURS ARE OFFERED TO GRADES 4-12 AND INCLUDE A REPLICA OF PRESIDENT TRUMAN'S OVAL OFFICE, PRESIDENTIAL YEARS EXHIBITION, INTERACTIVE DECISION THEATERS, HANDS-ON ACTIVITIES IN THE HARRY TRUMAN'S LIFE AND TIMES GALLERY, THE GRAVE SITES OF PRESIDENT AND MRS. TRUMAN, PRESIDENT TRUMAN'S WORKING OFFICE, AND TRAVELING AND SPECIAL EXHIBITIONS. DURING THE 2016-2017 SCHOOL YEAR, 10,911 STUDENTS PARTICIPATED IN THE TRUMAN LIBRARY'S MUSEUM TOUR PROGRAM. TRUMAN FOOTLOCKER - 4,761 STUDENTS EXPERIENCED THIS POPULAR HANDS-ON CLASSROOM RESOURCE FILLED WITH REPLICAS OF TRUMAN-RELATED ARTIFACTS, PRIMARY DOCUMENTS AND PHOTOGRAPHS. THE FOOTLOCKER IS ACCOMPANIED BY AGE APPROPRIATE LESSON PLANS DESIGNED TO TEACH STUDENTS ABOUT THE VARIOUS PHASES OF PRESIDENT TRUMAN'S LIFE. NATIONAL HISTORY DAY - EACH YEAR, THE TRUMAN LIBRARY ORGANIZES AND HOSTS THE GREATER KANSAS CITY NATIONAL HISTORY DAY COMPETITION. ON MARCH 4, 2017, 500 STUDENTS COMPETED IN THIS REGIONAL EVENT. THIRTEEN STUDENTS FROM OUR REGION ADVANCED TO THE NATIONAL FINALS AND TWO PLACED FIRST IN THEIR CATEGORIES. 14TH ANNUAL SUMMER TEACHER CONFERENCE - "THE PEOPLE BEHIND THE PRESIDENT." 46 TEACHERS FROM ACROSS THE NATION ATTENDED A WEEK-LONG EDUCATORS' CONFERENCE AT THE TRUMAN LIBRARY IN JULY 2017. CURRICULUM MATERIALS BASED ON THE CONFERENCE WERE DEVELOPED FOR USE IN THE CLASSROOM AND POSTED ON THE TRUMAN LIBRARY'S WEBSITE. TO DATE, 398 LESSON PLANS HAVE BEEN POSTED ONLINE. READING LIKE A HISTORIAN - THIS IS A MUSEUM-BASED, TRUMAN-FOCUSED AND FIRST-OF-ITS-KIND INTERACTIVE EDUCATIONAL EXPERIENCE FOR THIRD-GRADE STUDENTS. DURING THE 2016-2017 SCHOOL YEAR, 1,244 THIRD-GRADERS FROM 19 INDEPENDENCE ELEMENTARY SCHOOLS PARTICIPATED IN THE PROGRAM. AN ONGOING EXTENSION OF READING LIKE A HISTORIAN, GEARED TO MIDDLE AND HIGH SCHOOL STUDENTS, IS AN IN-CLASSROOM EXPERIENCE RATHER THAN A MUSEUM-BASED EXPERIENCE. ADDITIONAL EDUCATIONAL RESOURCES PROVIDED TO TEACHERS AND STUDENTS INCLUDE CURRICULUM GUIDES, MEDIA LENDING LIBRARY, CLASSROOM PRESENTATIONS, PRESIDENTIAL TRIVIA CONTEST, EDUCATOR WORKSHOPS AND OPEN HOUSE. GRANTS AND AWARDS PROGRAM RESEARCH GRANTS AND HULSTON SCHOLARSHIPS ARE ESSENTIAL TO STUDENTS AND SCHOLARS WHO OTHERWISE MIGHT FIND IT FINANCIALLY DIFFICULT TO TRAVEL TO THE TRUMAN LIBRARY TO CONDUCT THEIR RESEARCH. DISSERTATION YEAR FELLOWSHIPS ALLOW GRADUATE STUDENTS TIME AWAY FROM TEACHING TO COMPLETE THEIR MANUSCRIPTS. DURING FISCAL YEAR 2017, THE INSTITUTE AWARDED TWENTY-THREE RESEARCH GRANTS, ONE JOHN K. HULSTON SCHOLARSHIP, AND TWO DISSERATION YEAR FELLOWSHIPS. A TOTAL OF $90,156 WAS EXPENDED THIS FISCAL YEAR ON THE GRANTS AND AWARDS PROGRAMDIGITAL ARCHIVES FY17 ACCOMPLISHMENTS: 2,334 PHOTOGRAPHS TAKEN OF 894 THREE-D COLLECTION OBJECTS. 3,075 PAPER-BASED COLLECTION OBJECTS WERE SCANNED. 1,146 POLITICAL CARTOONS WERE INPUTTED INTO THE MUSEUM SYSTEM (TMS) DATABASE. 5,928 INVENTORY ENTRIES ALSO ADDED TO THE TMS DATABASE. BEGAN DIGITIZATION OF ARCHIVAL SPECIAL PROTECTED RECORDS (SPR) COLLECTION. A TOTAL OF 28 BOXES EQUAL TO 17.936 LINEAR FEET OR 28,697 PAGES WERE PROCESSED WITH 10,446 SPR PAGES PHOTOCOPIED TO REPLACE FRAGILE FILE ORIGINALS. TRUMANLIBRARY.ORG: SUPPORTED WITH INSTITUTE FUNDING, THIS WEBSITE CONTINUES TO BE A RICH ONLINE ARCHIVAL RESOURCE FOR RESEARCHERS, HISTORIANS, AUTHORS, STUDENTS AND EDUCATORS WORLDWIDE. DURING FY17, WEBSITE SESSIONS TOTALED 3,129,516 AND WEBSITE PAGEVIEWS TOTALED 4,118,299. TRUMANLIBRARYINSTITUTE.ORG: STATE-OF-THE-ART AND VISUALLY STUNNING, THE INSTITUTE'S WEBSITE WAS DESIGNED TO COMPLEMENT THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION'S TRUMANLIBRARY.ORG WEBSITE. DURING FY17, WEBSITE SESSIONS TOTALED 62,930 AND WEBSITE PAGEVIEWS TOTALED 117,008. 218899 2907 SEE SCHEDULE OPUBLIC OUTREACH PROGRAMS ON HISTORY, POLITICS, AND DEMOCRACY:THE TRUMAN LIBRARY INSTITUTE CONTINUES ITS ONGOING MISSION OF DEEPENING THE PUBLIC'S UNDERSTANDING OF THE U.S. PRESIDENCY AND GOVERNMENT BY OFFERING ENGAGING, EDUCATIONAL, AND QUALITY PROGRAMMING TO AUDIENCES OF ALL AGES. COMBINED PROGRAM ATTENDANCE FOR FISCAL YEAR 2017 TOTALED APPROXIMATELY 10,748 PEOPLE (AN INCREASE OF 20%). ADDITIONALLY, TENS OF THOUSANDS OF PEOPLE WERE REACHED THROUGH WEBCASTS, RADIO INTERVIEW AND TELEVISION BROADCASTS. SOCIAL MEDIA INITIATIVES SAW A 5.3% INCREASE IN E-NEWS SUBSCRIBERS AND A 49% INCREASE IN FACEBOOOK FANS. NEW BOOK SERIES INTRODUCED IN FISCAL YEAR 2017: "SAVING THE WHITE HOUSE: TRUMAN'S EXTREME MAKEOVER" COMBINED ATTENDANCE FOR SIX PROGRAMS WAS 2,337. AUTHORS FEATURED WERE PAUL BRANDUS, KATE ANDERSON BROWER, CLIFTON TRUMAN DANIEL, HOWARD KITTELL, ROBERT KLARA, AND PETE SOUZA.OTHER SIGNATURE AND SPECIAL EVENTS OFFERED BY THE TRUMAN LIBRARY INSTITUTE DURING THE FISCAL YEAR 2017 PERIOD INCLUDED:NOVEMBER 6, 2016 - THE HONORABLE IKE SKELTON VETERANS DAY CEREMONY PRESENTED AT THE TRUMAN LIBRARY. THIS ANNUAL PROGRAM WAS CREATED BOTH TO HONOR VETERANS AND TO RECOGNIZE THE MILITARY SERVICE OF HARRY S. TRUMAN AND THE ADVOCACY OF FORMER CONGRESSMAN AND U.S. HOUSE ARMED SERVICES COMMITTEE CHAIR IKE SKELTON. PRESENTING PARTNERS WERE THE CITY OF INDEPENDENCE, MISSOURI AND THE INDEPENDENCE PIONEERS CHAPTER, NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION. PROGRAM ATTENDANCE ESTIMATED AT 250.NOVEMBER 12, 2016 - TENTH ANNUAL HOWARD & VIRGINIA BENNETT FORUM ON THE PRESIDENCY WITH PANELISTS DOUGLAS BRINKLEY (PRESIDENTIAL HISTORIAN), JANE MAYER (STAFF WRITER FOR THE NEW YORKER), AND DAVID VON DREHLE (TIME EDITOR-AT-LARGE AND PRESIDENTIAL HISTORIAN) DISCUSSING "PRESIDENTIAL POLITICS AND THE FUTURE OF AMERICA'S DEMOCRACY." PROGRAM ATTENDANCE ESTIMATED AT 889. APRIL 20, 2017 - 18TH ANNUAL "WILD ABOUT HARRY AND THE 2017 HARRY S. TRUMAN LEGACY OF LEADERSHIP AWARD. THE FOCUS OF THIS YEAR'S EVENT WAS PRESIDENT TRUMAN'S CIVIL RIGHTS LEGACY. THE KEYNOTE SPEAKER WAS WRITER AND HUMORIST CALVIN TRILLIN WHO GOT HIS START AS A JOURNALIST IN THE EARLY 1960S COVERING THE CIVIL RIGHTS MOVEMENT IN THE SOUTH. PRESIDENT TRUMAN'S GREAT-GRANDSON WESLEY TRUMAN DANIEL JOINTLY AWARDED THE 2017 LEGACY OF LEADERSHIP AWARD TO CIVIL RIGHTS ICONS U.S. REPRESENTATIVES JAMES S. CLYBURN AND JOHN LEWIS. PROGRAM ATTENDANCE ESTIMATED AT 774.MAY - AUGUST 2017 - "VETS VISIT FREE" APPRECIATION TO OUR COUNTRY'S VETERANS FOR THEIR SERVICE FROM ALL WARS. 3,215 VETERANS WERE TREATED TO FREE MUSEUM ADMISSION DURING THE 2017 PERIOD (6,215 SINCE THE PROGRAM WAS INTRODUCED IN 2016). 61184 SEE SCHEDULE OEXHIBITIONS:DURING FISCAL YEAR 2017 PERIOD, THE TRUMAN LIBRARY INSTITUTE PROVIDED FINANCIAL SUPPORT FOR: "SAVING THE WHITE HOUSE: TRUMAN'S EXTREME MAKEOVER" ON DISPLAY AT THE HARRY S. TRUMAN LIBRARY AND MUSEUM FROM MARCH 10, 2017 THROUGH DECEMBER 31, 2017. IN 1948, PRESIDENT HARRY TRUMAN, ENJOYING A BATH ON THE WHITE HOUSE'S SECOND FLOOR, ALMOST PLUNGED THROUGH THE CEILING OF THE BLUE ROOM INTO A TEA PARTY FOR THE DAUGHTERS OF THE AMERICAN REVOLUTION. A HANDPICKED TEAM OF THE COUNTRY'S TOP ARCHITECTS CONDUCTED A SECRET INSPECTION OF THE TROUBLED MANSION AND DECLARED IT IN IMMINENT DANGER OF COLLAPSE. WHAT FOLLOWED WOULD BE THE MOST HISTORICALLY SIGNIFICANT AND POLITICALLY COMPLEX HOME-IMPROVEMENT JOB IN U.S. HISTORY A $5.7 MILLION, 1,222-DAY, TOP-TO-BOTTOM RENOVATION OF THE WHITE HOUSE COMPLEX. THIS EXHIBITION FEATURED THE WORK OF WHITE HOUSE PHOTOGRAPHER ABBIE ROWE, A NATIONAL PARK SERVICE PHOTOGRAPHER WITH UNPRECEDENTED ACCESS TO THE WHITE HOUSE AND THE PRESIDENCY. HIS PHOTOGRAPHS OF THE TRUMAN RENOVATION - BEFORE, DURING AND AFTER - FORM A UNIQUE AND INVALUABLE VISUAL RECORD OF ONE OF THE NATION'S MOST IMPORTANT ARCHITECTURAL AND ENGINEERING CHALLENGES OF THE TIME. MUSEUM VISITORS ALSO EXPERIENCED NEVER-BEFORE-SEEN WHITE HOUSE FILM FOOTAGE, ALONG WITH STUNNING ARTIFACTS FROM AMERICA'S FIRST "EXTREME MAKEOVER."THE TRUMAN LIBRARY INSTITUTE PROVIDES ONGOING FINANCIAL SUPPORT FOR THE HARRY S. TRUMAN LIBRARY'S PERMANENT MUSEUM EXHIBITIONS: "HARRY S. TRUMAN: THE PRESIDENTIAL YEARS" - THE MAJOR ISSUES AND EVENTS OF HARRY TRUMAN'S PRESIDENCY ARE HIGHLIGHTED IN THIS 10,500 SQUARE-FOOT EXHBIITION GALLERY. FEATURING TWO MULTI-MEDIA DECISION THEATERS, ENHANCED AUDIO AND VIDEO PROGRAMS, AND DOZENS OF INTERACTIVE ELEMENTS DESIGNED FOR THE ENTIRE FAMILY, THIS EXHIBITION FORMS THE CENTERPIECE OF THE TRUMAN LIBRARY'S WORLD-ACCLAIMED MUSEUM. "HARRY S. TRUMAN: HIS LIFE AND TIMES" THE LIFE OF HARRY TRUMAN IS EXPLORED IN THIS 4,500 SQUARE-FOOT EXHIBITION GALLERY AND FOLLOWS TRUMAN'S LIFE FROM HIS EARLY YEARS IN SCHOOL TO HIS LATER EXPERIENCES AS AN ENTREPRENEUR, A FARMER, A WORLD WAR I SOLDIER, AND A HABERDASHER. IT ALSO CHRONICLES HIS POLITICAL CAREER AS A COUNTY JUDGE, U.S. SENATOR, VICE PRESIDENT AND PRESIDENT. TRUMAN'S POST-PRESIDENTIAL YEARS AND HIS CLOSE FAMILY TIES ARE ALSO EXPLORED. THE EXHIBITION FEATURES FOUR DISCOVERY AREAS AND AN INTERACTIVE QUIZ WHERE CHILDREN CAN PARTICIPATE IN ENGAGING ACTIVITIES TIED TO THE LIFE OF HARRY TRUMAN. "TRUMAN WORKING OFFICE" - FROM THE TIME THE TRUMAN LIBRARY AND MUSEUM OPENED IN 1957, HARRY TRUMAN MAINTAINED AN OFFICE WITHIN THE LIBRARY, OFTEN WORKING FIVE TO SIX DAYS A WEEK WRITING HIS MEMOIRS, ARTICLES, LETTERS AND MEETING WITH DIGNITARIES AND CELEBRITIES. FOLLOWING MR. TRUMAN'S DEATH IN 1972, THE OFFICE BECAME AN EXHIBIT THAT COULD BE VIEWED BY THE PUBLIC. DURING 2008-2009, THE EXHIBIT UNDERWENT A $1.4 MILLION RENOVATION WITH FUNDS RAISED BY THE TRUMAN LIBRARY INSTITUTE. THE RENOVATION INCLUDED CONSTRUCTION OF A NEW PAVILION, ADJACENT TO THE OFFICE, BUILT TO HOUSE STATE-OF-THE-ART VIDEO AND INTERACTIVE STATIONS AND PHOTOGRAPHIC WALL PANELS EXPLAINING THE OFFICE'S RICH HISTORY AND CONTENTS. TOTAL VISITATION FOR THE FY17 PERIOD WAS 97,152 (A 9.3% INCREASE FROM THE PREVIOUS YEAR). 1008015 6795 Public Relations and Advertising, Documentary Access, Volunteer & Intern Program, Museum Artifact/Document Acquisition, Digitization & Preservation, Museum Re-Design 1008015 6795 1634701 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 38 0 1 10 1 0 0 0 0 0 1 1 0 0 X 28 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LISA SULLIVAN 8164001212 5151 Troost Avenue Kansas City MO 64110 Alan L Atterbury Director 1.00 X 0 0 0 Merilyn Berenbom Director 1.00 X 0 0 0 Morgan A Burden Executive Director/Ex Officio Director 40.00 X X 183038 0 35791 Kirk W Carpenter Director 1.00 X 0 0 0 Maureen McMeel Carroll Director 1.00 X 0 0 0 Clifton Truman Daniel Honorary Chair 1.00 X 0 0 0 Robert P Dunn Director 1.00 X 0 0 0 Susie S Evans Director 1.00 X 0 0 0 Kurt Graham Ex Officio Director 1.00 X 0 0 0 Greg Gunderson Director 1.00 X 0 0 0 Mary Ann Heiss Director 1.00 X 0 0 0 Mary Hunkeler Director 1.00 X 0 0 0 John A MacDonald Treasurer/Director 1.00 X X 0 0 0 Kay Martin Director 1.00 X 0 0 0 Bridget McCandless Director 1.00 X 0 0 0 Dennis Merrill Director 1.00 X 0 0 0 Janet Napolitano Director 1.00 X 0 0 0 Roger A Novak Director 1.00 X 0 0 0 James B Nutter Jr Director 1.00 X 0 0 0 Cappy P Powell Director 1.00 X 0 0 0 Page Branton Reed Director 1.00 X 0 0 0 James D Rine Director 1.00 X 0 0 0 Adam P Sachs Vice Chair/Director 1.00 X X 0 0 0 Marny Sherman Director 1.00 X 0 0 0 Meyer Sosland Director 1.00 X 0 0 0 Jeannine Strandjord Vice Chair/Director 1.00 X X 0 0 0 Timothy W Triplett Director 1.00 X 0 0 0 David J Von Drehle Director 1.00 X 0 0 0 Maurice A Watson Secretary/Director 1.00 X X 0 0 0 Eileen Weir Director 1.00 X 0 0 0 Clyde F Wendel Chair/Director 1.00 X X 0 0 0 David Williams Director 1.00 X 0 0 0 Lisa A Sullivan CFO/CAO 40.00 X 91249 0 20057 274287 0 55848 1 0 1 0 JE DUNN CONSTRUCTION 1001 Locust Street Kansas City MO 64106 ROCKHURST TROOST SPACE CONSTRUCTION 641870 GALLAGHER & ASSOCIATES 8665 GEORGIA AVENUE SILVER SPRING MD 20910 MUSEUM REDESIGN PLANNING 468489 MONADNOCK MEDIA 59 NORTH STREET HATFIELD MA 01038 MUSEUM REDESIGN PLANNING - AUDIO/VISUALS 104861 3 249826 445603 1931225 17917 2626654 White House Decision Center Reven 900099 72034 72034 72034 240733 240733 5818967 5439148 379819 379819 379819 58050 445603 112164 -54114 -54114 MISCELLANEOUS INCOME 900099 14352 14352 14352 3279478 86386 0 566438 X 66469 66469 23687 23687 347814 98553 179993 69268 307906 198353 8515 101038 19841 11960 609 7272 81383 46799 2661 31923 40868 19643 10523 10702 48766 48766 25050 25050 41414 41414 13898 13898 75171 75171 96630 96630 47308 47308 14438 14438 9719 9719 CAPITAL PROJECTS 1252112 574144 677968 Public Programs 218899 218899 FUNDRAISING OTHER DIREC 153934 153934 contingency/other 62407 62356 51 212958 191359 21599 3160672 1634701 1130235 395736 117346 49117 11782631 12710182 11899977 12759299 0 0 X 6238307 5976318 2158522 3279833 3503148 3503148 11899977 12759299 11899977 12759299 118806 740516 0 X X 0 1 X 1 0 X 965102 1072128 1647422 1455801 2626654 7767107 965102 1072128 1647422 1455801 2626654 7767107 1873735 5893372 212494 202107 232304 225574 240733 1113212 49648 65107 85486 96814 72402 369457 9249776 0.63710 0.63530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7744253 2958 914013 286103 8375121 7292433 5034 693404 246618 7744253 7423244 275276 -142981 263106 7292433 6728677 250500 649647 205580 7423244 6094477 52700 795733 190994 23239 6728677 0.29290 0.41830 0.28880 1 0 0 4019994 740516 740516 3279478 0 3279478 3160672 0 3160672 0 3160672 Part V, Line 4: 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. 0 0 0 0 0 0 0 0 0 0 research grants Europe 9 19260 CHECK, WIRE TRANSFER research grants Asia 2 4427 CHECK, WIRE TRANSFER 0 0 0 0 0 0 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 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. Wild About Harry 503653 445603 58050 61583 50581 503653 445603 58050 61583 50581 112164 -54114 1 Research Grant 18 19469 Dissertation Year Fellowship 4 32000 SCHOLAR'S AWARD 1 15000 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 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. X X X 0 0 0 0 0 0 0 0 0 Morgan A Burden Executive Director/Ex Officio Direct 183038 0 0 0 0 0 13157 0 22634 0 218829 0 0 0 ROBERT P DUNN DIRECTOR OF THE ORGANIZATION AND VICE PRESIDENT OF JE DUNN CONSTRUCTION 641870 CONSTRUCTION OF NEW OFFICE AT ROCKHURST TROOST SPACE, WHICH WAS AWARDED BY MEANS OF A REQUEST FOR PROPOSAL PROCESS. SEE SCHEDULE O FOR FURTHER INFORMATION. 0 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 61,184. Management and general expenses 0. Fundraising expenses 0. Total expenses 61,184. EDUCATION: Program service expenses 44,916. Management and general expenses 0. Fundraising expenses 0. Total expenses 44,916. summer Teacher Institute: Program service expenses 33,865. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,865. WHITE HOUSE DECISION CENTER: Program service expenses 24,066. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,066. TRU MAGAZINE PUBLICATION: Program service expenses 23,644. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,644. annual membership programs: Program service expenses 0. Management and general expenses 0. Fundraising expenses 21,599. Total expenses 21,599. VOLUNTEER/INTERN SERVICES: Program service expenses 3,684. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,684. 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. SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: IN FEBRUARY 2017, THE TRUMAN LIBRARY INSTITUTE ISSUED A REQUEST FOR PROPOSAL TO SIX AREA CONSTRUCTION COMPANIES FOR THE PURPOSE OF SEEKING COMPETITIVE BIDS TO COMPLETE CONSTRUCTION OF ITS NEW OFFICE SPACE LOCATED ON THE CAMPUS OF ROCKHURST UNIVERSITY, 5151 TROOST AVENUE, KANSAS CITY, MISSOURI. MORE SPECIFICALLY, 4,800 SQUARE FEET OF EXISTING (COLD SHELL) SPACE WAS TO BE COMPLETED TO TENANT FINISH LEVELS. SEALED BIDS WERE OBTAINED AND REVIEWED BY A SPECIALLY APPOINTED NON-BOARD COMMITTEE. THIS COMMITTEEE SELECTED JE DUNN CONSTRUCTION COMPANY, FOR BOTH FINANCIAL AND PROJECT-BASED REASONS, TO BE THE WINNING BIDDER.