2025-07-16T16:00:45-05:00 2024-12-31 450310328 BRADY MARTZ & ASSOCIATES PC 2537 S UNIVERSITY DRIVE FARGO ND 58103 990 2024-01-01 471324043 THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION THEO 9282665445 401 E MAIN AVE 201 BISMARCK ND 58501 KAY MCCONAGHA CFO 9282665445 2025-07-10 1 1 JEREMY ULMER CPA P01218756 7012802100 2025-07-10 2024 2025-03-06 01:10:19Z KAY MCCONAGHA 401 E MAIN AVE 201 BISMARCK ND 58501 1102758007 0 X TRLIBRARY.COM X 2014 ND THE THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS PLANNING, BUILDING, AND OVERSEEING OPERATIONS OF THE THEODORE ROOSEVELT PRESIDENTIAL LIBRARY. 15 15 35 15 0 0 32399447 57199755 0 0 2276044 2328808 0 9240 34675491 59537803 16025 0 0 0 2247795 3373289 429032 501071 1992755 2530511 5189099 5223363 9063459 29452128 50474344 184767526 244533670 37779589 45875652 146987937 198658018 X THE THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS PLANNING, BUILDING, AND OVERSEEING OPERATIONS OF THE THEODORE ROOSEVELT PRESIDENTIAL LIBRARY. 0 0 1507920 AT THE CORE OF THE FOUNDATION'S MISSION TO EXPLORE THEODORE ROOSEVELT'S LIFE, LEGACY, AND ENDURING RELEVANCE SITS THE DEVELOPMENT OF A PHYSICAL PRESIDENTIAL LIBRARY AND MUSEUM IN MEDORA, NORTH DAKOTA, AND THE CREATION OF A PROGRAMMING PLATFORM THAT PROMOTES LEADERSHIP, CITIZENSHIP, AND CONSERVATION BEYOND THE BUILDING IN THE BADLANDS. IN 2024, SIGNIFICANT PROGRESS WAS MADE ON THE CONSTRUCTION OF THE LIBRARY, INCLUDING COMPLETION OF FOUNDATIONAL INFRASTRUCTURE, MAJOR STRUCTURAL ELEMENTS, AND SUSTAINABILITY FEATURES SUCH AS PHOTOVOLTAIC CANOPIES AND GEOTHERMIC WELLS. EDUCATIONAL OUTREACH EXPANDED NATIONALLY THROUGH THE LAUNCH OF TEACH TR, PROVIDING K12 CLASSROOMS WITH INNOVATIVE RESOURCES ON THEODORE ROOSEVELT'S LIFE, LEADERSHIP, AND LEGACY. CONSERVATION EFFORTS ADVANCED THROUGH THE NATIVE PLANTS PROJECT, SUPPORTING ECOLOGICAL RESTORATION AND THE FUTURE CREATION OF A LIVING PRAIRIE ROOF. PROGRAMMATIC INITIATIVES INCLUDED THE DEBUT OF THE SPEAKER SERIES, HIGHLIGHTED BY ARTHUR BROOKS, AND THE CONTINUED DEVELOPMENT OF IMMERSIVE EXHIBITS DESIGNED TO ENGAGE VISITORS IN HISTORY, LEADERSHIP, AND CIVIC ACTION. 1507920 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 43 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DE FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI X X THE ORGANIZATION 9282665445 401 E MAIN AVE SUITE 201 BISMARCK ND 58501 STEPHEN BECKHAM DIRECTOR 5.00 X 0 0 0 KERMIT ROOSEVELT III DIRECTOR 5.00 X 0 0 0 VAUGHN WILLIAMS TREASURER 5.00 X X 0 0 0 SPENCER ZWICK DIRECTOR 5.00 X 0 0 0 LINDA PANCRATZ CHAIR 5.00 X X 0 0 0 EILEEN SCHEEL DIRECTOR 5.00 X 0 0 0 VICTORIA CHAMBERS DIRECTOR 5.00 X 0 0 0 KJERSTI ARMSTRONG DIRECTOR 5.00 X 0 0 0 TED ROOSEVELT V DIRECTOR 5.00 X 0 0 0 RAYMOND DAVID VELA DIRECTOR 5.00 X 0 0 0 DOUGLAS BRINKLEY DIRECTOR 5.00 X 0 0 0 CHEVY HUMPHREY DIRECTOR 5.00 X 0 0 0 HILARY HAMM DIRECTOR 5.00 X 0 0 0 DAVID SAGGAU DIRECTOR 5.00 X 0 0 0 BETH MYERS DIRECTOR 5.00 X 0 0 0 EDWARD O'KEEFE CEO 40.00 X 725663 0 56280 KAY MCCONAGHA STARTED 62024 EXECUTIVE DIRECTOR 40.00 X 130508 0 11171 ROBERT LAUF DIRECTOR OF PROGRAMMING 40.00 X 214326 0 12666 KENNETH VEIN DIRECTOR OF DESIGN AND CON 40.00 X 248453 0 7468 DIANE ANDOLSEK LEFT 92024 DEPUTY EXECUTIVE DIRECTOR 40.00 X 439385 0 35176 DANIEL MUUS CHEIF DEVELOPMENT OFFICER 40.00 X 247103 0 34493 MATTHEW BRINEY STARTED 22024 CHIEF COMMUNICATIONS OFFICER 40.00 X 168615 0 13792 ANTHONY ERICKSON ASSOCIATE DIRECTOR OF DESI 40.00 X 146736 0 20554 KATHLEEN JORGENSON CONTROLLER 40.00 X 128566 0 14426 KAREN CORSICA LEFT 112024 ASST DIR INTERPRETATION & ENGAGEMENT 40.00 X 115252 0 13604 COURTLAND MILLER DIRECTOR OF PARTNERSHIPS 40.00 X 100986 0 3030 KRISTIE SKUNBERG STEWARDSHIP MANAGER 40.00 X 103574 0 10486 2769167 0 233146 12 0 1 0 LATHROP GPM 500 IDS CENTER 80 SOUTH 8TH STREET MINNEAPOLIS MN 55402 ATTORNEY 465264 EIDE BAILLY LLP PO BOX 1914 BISMARCK ND 58502 ACCOUNTING 206691 LOCAL PROJECTS 123 WILLIAM STREET SUITE 801 NEW YORK NY 10038 EXHIBIT DESIGN 162625 PAMELA HANNAH 2528 S SIERRA MADRE PALM SPRINGS CA 92264 MUSEUM PLANNING AND OPERATIONS CONSULTAN 123702 GLOBAL IMPACT COLLECTIVE LLC 1712 31ST AVE W SEATTLE WA 98199 OUTSOURCED CHIEF TECHNOLOGY OFFICER SERV 122919 5 2657913 54541842 1247823 57199755 3228475 3228475 1042320537 1043220204 -899667 -899667 -899667 MISCELLANEOUS INCOME 900099 9240 9240 9240 59537803 9240 0 2328808 2393432 454134 1088706 850592 791237 150131 359912 281194 188620 33233 105797 49590 636045 31778 601774 2493 70191 70191 501071 501071 68476 1356 67120 478279 19131 349144 110004 66966 3918 44676 18372 1033973 613 1024144 9216 58763 14109 36564 8090 308107 94692 149834 63581 241377 127292 72823 41262 10400 10400 6826 2863 3138 825 180547 180547 272611 25796 246815 OPERATIONS CONSULTING 595687 595687 EXECUTIVE STORYTELLING 309885 229885 80000 PROGRAMMING AND PARTNER 297097 297097 OPERATING LEASE EXPENSE 187822 187822 366047 21892 287690 56465 9063459 1507920 5562784 1992755 40802400 14565277 47415376 26999120 28134329 47914 88272 2958851 218022 2803279 2740829 62103398 28203575 577502 459405 51433913 122926607 184767526 244533670 6640392 13463069 30619565 31560160 260000 130000 259632 722423 37779589 45875652 X 94045701 133615111 52942236 65042907 146987937 198658018 184767526 244533670 X 50474344 1324056 -139319 11000 X 0 1 X 1 0 X 37386838 28156977 21178928 36307480 58371131 181401354 37386838 28156977 21178928 36307480 58371131 181401354 54740207 126661147 115723 489025 675631 2378037 3228475 6886891 4025 9240 13265 188301510 0.67270 0.73860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 114133 0 0 114133 0 225000 604081 X X X 4318782 518 254503 4573803 4175900 142882 4318782 188930 4005000 -18030 4175900 171625 10000 7305 188930 66335 100000 5290 171625 1.00000 0 0 1436985 1436985 1326585 130391 1196194 98411 16540 81871 96870 71091 25779 2740829 CONSTRUCTION IN PROCESS 121578196 COLLECTION ASSETS 604081 SECURITY DEPOSIT RECEIVABLE 31456 RIGHT OF USE ASSET 712874 122926607 OPERATING LEASE LIABILITY 722423 722423 X PART III, LINE 4: BARNES COLLECTION (VARIOUS TR RELATED ARTIFACTS FOR DISPLAY OR RESEARCH PURPOSES) AND MORRIS ARCHIVES (RESEARCH FOR BOOKS TO BE DIGITIZED AND AVAILABLE FOR SCHOLARS) PART V, LINE 4: TRPLF WILL USE ENDOWMENT FUNDS FOR THE PURPOSE OF DESIGN, CONSTRUCTION, AND OPERATION OF THE PRESIDENTIAL LIBRARY. IN ADDITION, A PORTION OF THE ENDOWMENT IS DONOR DESIGNATED FOR K-12 EDUCATIONAL PROGRAMMING. PART X, LINE 2: IT IS THE OPINION OF MANAGEMENT THAT THE FOUNDATION HAS NO SIGNIFCANT UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE FEDERAL INCOME TAX RETURNS OF THE FOUNDATION ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. ALL TAX FILINGS ARE UP-TO-DATE. X X X X X 1 ORR GROUP INC 3000 K ST NW SUITE E280 WASHINGTON DC DC 20007 CAMPAIGN MANAGEMENT SERVICES AND PORTFOLIO PROSPECT RESEARCH 0 0 501071 -501071 501071 -501071 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY ND NC OH OK OR PA SC SD TN TX UT VT VA WA WV WI WY RI X X X 1 0 0 0 0 0 0 0 0 EDWARD O'KEEFE CEO 725663 0 0 0 0 0 0 0 56280 0 781943 0 0 0 DIANE ANDOLSEK LEFT 92024 DEPUTY EXECUTIVE DIRECTOR 439385 0 0 0 0 0 9513 0 25663 0 474561 0 0 0 DANIEL MUUS CHEIF DEVELOPMENT OFFICER 247103 0 0 0 0 0 7936 0 26557 0 281596 0 0 0 KENNETH VEIN DIRECTOR OF DESIGN AND CON 248453 0 0 0 0 0 7468 0 0 0 255921 0 0 0 ROBERT LAUF DIRECTOR OF PROGRAMMING 214326 0 0 0 0 0 6461 0 6205 0 226992 0 0 0 MATTHEW BRINEY STARTED 22024 CHIEF COMMUNICATIONS OFFICER 168615 0 0 0 0 0 4513 0 9279 0 182407 0 0 0 ANTHONY ERICKSON ASSOCIATE DIRECTOR OF DESI 146736 0 0 0 0 0 4707 0 15847 0 167290 0 0 0 X 1 225000 INDEPENDENT APPRAISAL X SOFTWARE AND TECHNOLOGY 3 976142 FMV X CONSTRUCTION 1 30000 FMV X BOARD EXPENSE TRAVEL 4 14281 FMV X PUBLISHING TOOLS 1 2400 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND REVIEWED BY THE MOST SENIOR FINANCIAL EMPLOYEE AND/OR OPERATIONS EMPLOYEE. THE 990 IS THEN REVIEWED BY COUNSEL. THE FINANCE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL TO THE BOARD. A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING THE RETURN AND THE BOARD GIVES FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MAINTAINS A ROBUST CONFLICT OF INTEREST POLICY AND PROCESS THAT IS OVERSEEN BY ITS GOVERNANCE COMMITTEE. THE POLICY REQUIRES ALL TRUSTEES, OFFICERS AND EMPLOYEES TO MAKE ANNUAL DISCLOSURES OF POTENTIAL CONFLICTS OF INTEREST, AND SPECIFIC DISCLOSURE OF CONFLICTS IN CONNECTION WITH A PARTICULAR TRANSACTION IN WHICH AN INDIVIDUAL HAS A CONFLICT. THE CONFLICTED INDIVIDUAL IS EXCLUDED FROM PARTICIPATING IN THE DISCUSSION AND DECISION-MAKING ON THE TRANSACTION IN WHICH THEY HAVE A CONFLICT, AND COMPARABLE DATA OR COMPETITIVE BIDS ARE REQUIRED. MINUTES DOCUMENT THE FOUNDATION'S COMPLIANCE WITH ITS CONFLICTS OF INTEREST POLICY, AND THE FOUNDATION PERIODICALLY REVIEWS ITS COMPLIANCE WITH ITS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USES COMPARABILITY DATA TO REVIEW AND APPROVE THE COMPENSATION OF THE CEO AND KEY EMPLOYEES ON AN ANNUAL BASIS. A COMPENSATION CONSULTANT IS UTILIZED EVERY OTHER YEAR. ALL COMPENSATION IS DETERMINED USING COMPARABLE DATA AND EVALUATED FOR REASONABLENESS. THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS. THE BASIS FOR THE BOARD'S DETERMINATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY 11,000. PAGE 1 BOX G THIS NUMBER IS TO SATISFY IRS FORM 990 REPORTING REQUIREMENTS AND DOES NOT HAVE A DIRECT CORRELATION TO OUR GAAP-REPORTED REVENUES OR AVAILABLE CASH RESOURCES. EAGLE RIDGE LODGE OF MEDORA LLC 350 3RD AVE MEDORA ND 58645 TO ACQUIRE, OWN AND MANAGE REAL ESTATE IN FURTHERANCE OF MEMBER'S PURPOSES. ND 1196195 THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 23 CROSSINGS LLC 350 3RD AVE MEDORA ND 58645 LAND HOLDING ND 852331 THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION