HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI (EIN 43-6042632)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-12
- IRS object ID
- 201840439349300109
- Schema version
- 2016v3.0
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-12T09:24:03-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | 2016-10-01 | 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 | 2018-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Suzanne B Kimbrough | PreparerPersonNm |
| PTIN | P01320005 | PTIN |
| Phone | 8164721122 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.216.16.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-12 | IPDt |
| IP Tm | 09:11:52 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7C670ECD1F075128E6EB269AC02CF33DAEB1094 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $8,830,790 | 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 | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,455,801 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,626,654 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,657 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,034 | CYProgramServiceRevenueAmt |
| PY Investment Income | $674,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $620,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$44,037 | PYOtherRevenueAmt |
| CY Other Revenue | -$39,762 | CYOtherRevenueAmt |
| PY Total Revenue | $2,157,226 | PYTotalRevenueAmt |
| CY Total Revenue | $3,279,478 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,928 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $90,156 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $801,145 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $797,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $395,736 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $934,714 | PYOtherExpensesAmt |
| CY Other Expenses | $2,272,704 | CYOtherExpensesAmt |
| PY Total Expenses | $1,815,787 | PYTotalExpensesAmt |
| CY Total Expenses | $3,160,672 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $341,439 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $118,806 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,899,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,759,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,899,977 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,759,299 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $346,603 | ExpenseAmt |
| Grant | $90,156 | GrantAmt |
| Revenue | $76,684 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $218,899 | ExpenseAmt |
| Revenue | $2,907 | RevenueAmt |
| Desc | 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). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,184 | ExpenseAmt |
| Desc | 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). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,008,015 | ExpenseAmt |
| Revenue | $6,795 | RevenueAmt |
| Desc | Public Relations and Advertising, Documentary Access, Volunteer & Intern Program, Museum Artifact/Document Acquisition, Digitization & Preservation, Museum Re-Design | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,008,015 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,795 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,634,701 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | 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 (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Alan L Atterbury | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Merilyn Berenbom | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Morgan A Burden | ||||||
| Executive Director/Ex Officio Director | 40.00 | Yes (X) | $183,038 | $0 | $35,791 | Yes (X) |
| Kirk W Carpenter | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Maureen McMeel Carroll | ||||||
| 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 | |
| Susie S Evans | ||||||
| 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 | |
| Mary Ann Heiss | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Hunkeler | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John A MacDonald | ||||||
| Treasurer/Director | 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 | |
| Dennis Merrill | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Janet Napolitano | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Roger A Novak | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James B Nutter Jr | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cappy P Powell | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Page Branton Reed | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James D Rine | ||||||
| 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 | |
| Maurice A Watson | ||||||
| Secretary/Director | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Eileen Weir | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Clyde F Wendel | ||||||
| Chair/Director | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David Williams | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lisa A Sullivan | ||||||
| CFO/CAO | 40.00 | $91,249 | $0 | $20,057 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $274,287 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $55,848 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JE DUNN CONSTRUCTION | |||||
| 1001 Locust Street | Kansas City | MO | 64106 | ROCKHURST TROOST SPACE CONSTRUCTION | $641,870 |
| GALLAGHER & ASSOCIATES | |||||
| 8665 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | MUSEUM REDESIGN PLANNING | $468,489 |
| MONADNOCK MEDIA | |||||
| 59 NORTH STREET | HATFIELD | MA | 01038 | MUSEUM REDESIGN PLANNING - AUDIO/VISUALS | $104,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $249,826 | MembershipDuesAmt |
| Fundraising | $445,603 | FundraisingAmt |
| All Other Contributions | $1,931,225 | AllOtherContributionsAmt |
| Noncash Contributions | $17,917 | NoncashContributionsAmt |
| Total Contributions | $2,626,654 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | White House Decision Center Reven | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $72,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,034 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,034 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,733 | TotalRevenueColumnAmt |
| Exclusion | $240,733 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,818,967 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,439,148 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $379,819 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $379,819 | TotalRevenueColumnAmt |
| Exclusion | $379,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,050 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $445,603 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $112,164 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$54,114 | TotalRevenueColumnAmt |
| Exclusion | -$54,114 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,352 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,352 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,352 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,279,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86,386 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $566,438 | 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 | $66,469 | TotalAmt |
| Program Services | $66,469 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,687 | TotalAmt |
| Program Services | $23,687 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,814 | TotalAmt |
| Program Services | $98,553 | ProgramServicesAmt |
| Management And General | $179,993 | ManagementAndGeneralAmt |
| Fundraising | $69,268 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,906 | TotalAmt |
| Program Services | $198,353 | ProgramServicesAmt |
| Management And General | $8,515 | ManagementAndGeneralAmt |
| Fundraising | $101,038 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,841 | TotalAmt |
| Program Services | $11,960 | ProgramServicesAmt |
| Management And General | $609 | ManagementAndGeneralAmt |
| Fundraising | $7,272 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,383 | TotalAmt |
| Program Services | $46,799 | ProgramServicesAmt |
| Management And General | $2,661 | ManagementAndGeneralAmt |
| Fundraising | $31,923 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,868 | TotalAmt |
| Program Services | $19,643 | ProgramServicesAmt |
| Management And General | $10,523 | ManagementAndGeneralAmt |
| Fundraising | $10,702 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,766 | TotalAmt |
| Management And General | $48,766 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,050 | TotalAmt |
| Management And General | $25,050 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,414 | TotalAmt |
| Management And General | $41,414 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,898 | TotalAmt |
| Management And General | $13,898 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,171 | TotalAmt |
| Program Services | $75,171 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,630 | TotalAmt |
| Management And General | $96,630 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,308 | TotalAmt |
| Program Services | $47,308 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,438 | TotalAmt |
| Management And General | $14,438 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,719 | TotalAmt |
| Management And General | $9,719 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CAPITAL PROJECTS | $1,252,112 | $574,144 | $677,968 | |
| Public Programs | $218,899 | $218,899 | ||
| FUNDRAISING OTHER DIREC | $153,934 | $153,934 | ||
| contingency/other | $62,407 | $62,356 | $51 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,958 | TotalAmt |
| Program Services | $191,359 | ProgramServicesAmt |
| Fundraising | $21,599 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,160,672 | TotalAmt |
| Program Services | $1,634,701 | ProgramServicesAmt |
| Management And General | $1,130,235 | ManagementAndGeneralAmt |
| Fundraising | $395,736 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,346 | BOYAmt |
| EOY | $49,117 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,782,631 | BOYAmt |
| EOY | $12,710,182 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,899,977 | BOYAmt |
| EOY | $12,759,299 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,238,307 | BOYAmt |
| EOY | $5,976,318 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,158,522 | BOYAmt |
| EOY | $3,279,833 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,503,148 | BOYAmt |
| EOY | $3,503,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,899,977 | BOYAmt |
| EOY | $12,759,299 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,899,977 | BOYAmt |
| EOY | $12,759,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $118,806 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $740,516 | 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 | $965,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,072,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,647,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,455,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,626,654 | CurrentTaxYearAmt |
| Total | $7,767,107 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $965,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,072,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,647,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,455,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,626,654 | CurrentTaxYearAmt |
| Total | $7,767,107 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,873,735 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,893,372 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $232,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,733 | CurrentTaxYearAmt |
| Total | $1,113,212 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,402 | CurrentTaxYearAmt |
| Total | $369,457 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,249,776 | TotalSupportAmt |
| Public Support CY170 | 0.63710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63530 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,423,244 | BeginningYearBalanceAmt |
| Contributions | $275,276 | ContributionsAmt |
| Investment Earnings Or Losses | -$142,981 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $263,106 | OtherExpendituresAmt |
| End Year Balance | $7,292,433 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,728,677 | BeginningYearBalanceAmt |
| Contributions | $250,500 | ContributionsAmt |
| Investment Earnings Or Losses | $649,647 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $205,580 | OtherExpendituresAmt |
| End Year Balance | $7,423,244 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,094,477 | BeginningYearBalanceAmt |
| Contributions | $52,700 | ContributionsAmt |
| Investment Earnings Or Losses | $795,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $190,994 | OtherExpendituresAmt |
| Administrative Expenses | $23,239 | AdministrativeExpensesAmt |
| End Year Balance | $6,728,677 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41830 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28880 | 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 | $4,019,994 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $740,516 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $740,516 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,279,478 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,279,478 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,160,672 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,160,672 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,160,672 | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| 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 | 9 | $19,260 | CHECK, WIRE TRANSFER |
| research grants | Asia | 2 | $4,427 | 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
| 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Wild About Harry | Event1Nm |
| Gross Receipts Event1 | $503,653 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $445,603 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,050 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $61,583 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $50,581 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $503,653 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $445,603 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,050 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $61,583 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,581 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $112,164 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$54,114 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Research Grant | 18 | $19,469 |
| Dissertation Year Fellowship | 4 | $32,000 |
| SCHOLAR'S AWARD | 1 | $15,000 |
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 | $183,038 | 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 | $13,157 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,634 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,829 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT P DUNN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR OF THE ORGANIZATION AND VICE PRESIDENT OF JE DUNN CONSTRUCTION | RelationshipDescriptionTxt |
| Transaction | $641,870 | TransactionAmt |
| Transaction | 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. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |