2026-05-15T06:16:29-05:00 2025-12-31 992923038 BRADY MARTZ PLLC 2537 S UNIVERSITY DRIVE FARGO ND 58103 990 2025-01-01 471324043 THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION THEO 9282665445 401 E MAIN AVE 201 BISMARCK ND 58501 KAY MCCONAGHA CFO 9282665445 2026-05-14 1 JEREMY ULMER CPA P01218756 7012802100 2026-05-14 2025 2025-03-06 01:10:19Z KAY MCCONAGHA 401 E MAIN AVE 201 BISMARCK ND 58501 197965082 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. 18 18 63 0 0 0 57199755 68619068 0 0 2328808 837826 9240 80 59537803 69456974 0 0 0 0 3373289 6101203 501071 438900 3392588 5189099 9146412 9063459 15686515 50474344 53770459 244533670 361764235 45875652 103725884 198658018 258038351 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 8339583 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. 8339583 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 0 0 0 1 0 0 0 0 1 50 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 EILEEN SCHEEL DIRECTOR 5.00 X 0 0 0 VICTORIA CHAMBERS DIRECTOR 5.00 X 0 0 0 TED ROOSEVELT V 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 DICK BOYCE DIRECTOR (STARTED 5/25) 5.00 X 0 0 0 GRETCHEN STENEHJEM DIRECTOR (STARTED 5/25) 5.00 X 0 0 0 MATTHEW SWIFT DIRECTOR (STARTED 5/25) 5.00 X 0 0 0 ERIC JOLLY DIRECTOR (STARTED 7/25) 5.00 X 0 0 0 BETH LASKI DIRECTOR (STARTED 10/25) 5.00 X 0 0 0 DORIS KEARNS GOODWIN DIRECTOR (STARTED 10/25) 5.00 X 0 0 0 EDWARD O'KEEFE CEO 40.00 X 794995 0 42271 KAY MCCONAGHA COO/CFO 40.00 X 339661 0 28290 ROBERT LAUF EXECUTIVE DIRECTOR 40.00 X 251572 0 13600 KENNETH VEIN PROJECT EXECUTIVE 40.00 X 228043 0 6855 DANIEL MUUS CHIEF DEVELOPMENT OFFICER 40.00 X 231197 0 35006 MATTHEW BRINEY CMO 40.00 X 186473 0 19352 ANTHONY ERICKSON DIRECTOR OF CONSTR. 40.00 X 156255 0 21065 CHARLES VON BUCHWALD-WRIGHT TECHNOLOGY DIRECTOR 40.00 X 198028 0 14167 CHRISTOPHER BLACKWELL VP OF LIBRARY OPS (STARTED 4/25) 40.00 X 193306 0 13249 STEPHANIE BEWLEY SR. DIRECTOR OF FINANCE 40.00 X 153213 0 25372 SCOTT DO CLOUD MANAGER 40.00 X 139961 0 11421 2872704 0 230648 19 0 1 0 LOCAL PROJECTS 123 WILLIAM STREET SUITE 801 NEW YORK NY 10038 EXHIBIT DESIGN 1342751 STUDIO LOUTSIS LLC 56 SECOND AVE SUITE 5 BROOKLYN NY 11215 EXHIBIT DESIGN 279573 THREEFOLD LLC 1125 E MAIN AVE BISMARCK ND 58501 VIDEOGRAPHY 275015 DARLA DECKER 165 W 4TH ST APT 10 NEW YORK NY 10014 CONSULTANT 215000 JAVELIN GROUP LLC 203 S UNION ST SUITE 200 ALEXANDRIA VA 22314 PUBLIC RELATIONS 165000 6 6567643 62051425 520934 68619068 825206 825206 128520728 128508108 12620 12620 12620 MISCELLANEOUS INCOME 900099 80 80 80 69456974 0 0 837906 2227492 1032830 556606 638056 3524973 1634439 880821 1009713 348738 190519 40522 117697 590446 157526 325207 107713 125493 125493 438900 438900 112202 4468 107584 150 721153 2121 415413 303619 128145 33366 65959 28820 4097941 3717241 347205 33495 188589 10259 178270 60 499987 133032 255277 111678 380843 3654 54474 322715 12709 7509 5200 4504 795 3709 205182 205182 89821 11050 78771 OPERATIONS CONSULTING 880739 743349 137390 PROGRAMMING AND PARTNER 267000 267000 SMALL EQUIPMENT 240135 138447 101688 EXECUTIVE STORYTELLING 216341 216341 385182 302637 69573 12972 15686515 8339583 3954344 3392588 14565277 47795264 47415376 1149990 28134329 25827026 88272 1467635 3448557 297387 2740829 3151170 28203575 4097328 459405 383148 122926607 277892674 244533670 361764235 13463069 32422800 31560160 41573 130000 70000000 722423 1261511 45875652 103725884 X 133615111 154344875 65042907 103693476 198658018 258038351 244533670 361764235 X 53770459 1748846 3829028 32000 X 0 1 X 1 0 X 28156977 21178928 36307480 58371131 68619068 212633584 28156977 21178928 36307480 58371131 68619068 212633584 57826047 154807537 489025 675631 2378037 3228475 825206 7596374 4025 9240 80 13345 220243303 0.70290 0.67270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 114099 0 0 114099 0 3000 615705 X X X 4573803 5000 668514 5247317 4318782 518 254503 4573803 4175900 142882 4318782 188930 4005000 -18030 4175900 171625 10000 7305 188930 1.00000 0 0 1436985 1436985 1804907 163975 1640932 109795 105784 4011 96870 27628 69242 3151170 CONSTRUCTION IN PROCESS 276058047 COLLECTION ASSETS 615705 SECURITY DEPOSIT RECEIVABLE 10025 RIGHT OF USE ASSET 1208897 277892674 OPERATING LEASE LIABILITY 1261511 1261511 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 297900 -297900 THE LUKENS COMPANY 1775 BELLINGHAM DRIVE TROY MI 48083 CAMPAIGN MANAGEMENT, DIRECT MAIL 0 0 202716 -202716 500616 -500616 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 794995 0 0 0 0 0 13365 0 28906 0 837266 0 0 0 KAY MCCONAGHA COO/CFO 339661 0 0 0 0 0 9413 0 18877 0 367951 0 0 0 DANIEL MUUS CHIEF DEVELOPMENT OFFICER 231197 0 0 0 0 0 7496 0 27510 0 266203 0 0 0 ROBERT LAUF EXECUTIVE DIRECTOR 251572 0 0 0 0 0 7252 0 6348 0 265172 0 0 0 KENNETH VEIN PROJECT EXECUTIVE 228043 0 0 0 0 0 6855 0 0 0 234898 0 0 0 CHARLES VON BUCHWALD-WRIGHT TECHNOLOGY DIRECTOR 198028 0 0 0 0 0 6023 0 8144 0 212195 0 0 0 CHRISTOPHER BLACKWELL VP OF LIBRARY OPS (STARTED 4/25) 193306 0 0 0 0 0 5902 0 7347 0 206555 0 0 0 MATTHEW BRINEY CMO 186473 0 0 0 0 0 5818 0 13534 0 205825 0 0 0 STEPHANIE BEWLEY SR. DIRECTOR OF FINANCE 153213 0 0 0 0 0 5008 0 20364 0 178585 0 0 0 ANTHONY ERICKSON DIRECTOR OF CONSTR. 156255 0 0 0 0 0 5008 0 16057 0 177320 0 0 0 SCOTT DO CLOUD MANAGER 139961 0 0 0 0 0 4431 0 6990 0 151382 0 0 0 X SOFTWARE 1 419754 FMV X EQUIPMENT 43 98180 FMV X MATERIALS 1 3000 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 AND A COMPENSATION CONSULTANT TO REVIEW AND APPROVE THE COMPENSATION OF THE CEO AND KEY EMPLOYEES ON AN ANNUAL BASIS. 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 MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY 32,000. 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 0 1162180 THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 23 CROSSINGS LLC 350 3RD AVE MEDORA ND 58645 LAND HOLDING ND 0 851754 THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION