Harry S. Truman Library Institute for National & Intl. Affairs
Harry S. Truman Library Institute for National & Intl. Affairs
EIN: 43-6042632
as of September 2024
as of September 09, 2024
Programs and results
What we aim to solve
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
TRU Education
The Truman Library Institute is committed to helping America’s teachers prepare our youth for a lifetime of active and informed citizenship through its education programs. This is possible through the presentation of historically significant museum exhibitions and innovative educational programs, including the White House Decision Center, Museum Tours, Reading Like A Historian, Educational Outreach, Research Grants and Awards program, teacher in-service training and workshops, the Summer Teacher Institute, student internships, and the National History Day competition. Each of these help teachers expose their students to history lessons outside of their textbooks and beyond their classroom walls. Combined with The ‘Bus Stops Here’ Field Trip Grant Program, these wonderful teaching tools can be made available to teachers and their students throughout Independence, Jackson County, and the Greater Kansas City metropolitan area, free of charge.
The 'Bus Stops Here" Field Trip Grant Program
The Truman Library Institute’s The ‘Bus Stops Here’ Field Trip Grant Program connects schools, businesses and our Greater Kansas City community by inviting everyone to be stakeholders in the educational process. As school districts' continue to slash budgets, teachers' abilities to expose their students to valuable learning opportunities outside of their classrooms has greatly diminished. In response, the Institute created The ‘Bus Stops Here’ Field Trip Grant Program in order to provide the funding necessary to underwrites museum admission fees and program-related expenses so students may access exhibitions and educational programs, like the White House Decision Center, Museum tours and the Truman Footlocker program...all free of charge.
Public Programs
The Truman Library Institute and Harry S. Truman Library and Museum present an exciting array of collaborative programs and events, including lectures that feature distinguished authors, journalists and political heads-of-state, family-friendly programming, and annual signature events (Howard & Virginia Bennett Forum on the Presidency and Wild About Harry). We seek to make a difference in how people - especially young people - feel about and become engaged in cultural experiences and citizenship activities by providing stimulating and thought-provoking public programs and forums. The Truman Library Institute is committed to sharing the stories of Harry Truman, the American presidency and our nation's government to ensure that future generations will come to know his legacy and appreciate our American democracy,
Whether in a live audience or via cable television, radio broadcasts or internet streaming, these engaging programs reach tens of thousands of individuals each year.
Where we work
Affiliations & memberships
American Alliance of Museums 2024
Nonprofit Connect of Greater Kansas City 2024
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
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Which of the following feedback practices does your organization routinely carry out?
We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We act on the feedback we receive, We share the feedback we received with the people we serve
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What challenges does the organization face when collecting feedback?
It is difficult to get the people we serve to respond to requests for feedback, Staff find it hard to prioritize feedback collection and review due to lack of time
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2023 info
24.35
Months of cash in 2023 info
0.2
Fringe rate in 2023 info
25%
Funding sources info
Assets & liabilities info
Financial data
Harry S. Truman Library Institute for National & Intl. Affairs
Revenue & expensesFiscal Year: Oct 01 - Sep 30
Harry S. Truman Library Institute for National & Intl. Affairs
Balance sheetFiscal Year: Oct 01 - Sep 30
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Harry S. Truman Library Institute for National & Intl. Affairs
Financial trends analysis Glossary & formula definitionsFiscal Year: Oct 01 - Sep 30
This snapshot of Harry S. Truman Library Institute for National & Intl. Affairs’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
Created in partnership with
Business model indicators
Profitability info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Unrestricted surplus (deficit) before depreciation | -$732,676 | -$428,957 | $4,648,330 | -$1,168,341 | $1,283,365 |
As % of expenses | -18.1% | -2.5% | 83.2% | -35.7% | 18.2% |
Unrestricted surplus (deficit) after depreciation | -$732,676 | -$428,957 | $4,648,330 | -$1,168,341 | $1,283,365 |
As % of expenses | -18.1% | -2.5% | 83.2% | -35.7% | 18.2% |
Revenue composition info | |||||
---|---|---|---|---|---|
Total revenue (unrestricted & restricted) | $4,927,499 | $12,946,480 | $13,205,100 | $3,123,926 | $5,018,691 |
Total revenue, % change over prior year | 2.8% | 162.7% | 2.0% | -76.3% | 60.7% |
Program services revenue | 1.5% | 0.2% | 0.0% | 0.4% | 1.1% |
Membership dues | 5.2% | 1.9% | 1.9% | 9.3% | 6.2% |
Investment income | 6.7% | 2.2% | 1.6% | 9.5% | 8.1% |
Government grants | 0.0% | 54.0% | 7.6% | 0.0% | 44.4% |
All other grants and contributions | 78.1% | 39.8% | 58.6% | 83.7% | 56.0% |
Other revenue | 8.5% | 1.8% | 30.3% | -2.9% | -15.9% |
Expense composition info | |||||
---|---|---|---|---|---|
Total expenses before depreciation | $4,058,744 | $17,160,308 | $5,584,455 | $3,271,997 | $7,032,143 |
Total expenses, % change over prior year | 15.1% | 322.8% | -67.5% | -41.4% | 114.9% |
Personnel | 22.6% | 5.6% | 18.0% | 33.2% | 19.0% |
Professional fees | 10.8% | 1.5% | 5.0% | 11.0% | 8.6% |
Occupancy | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Pass-through | 1.7% | 0.3% | 0.6% | 3.3% | 1.1% |
All other expenses | 64.9% | 92.6% | 76.4% | 52.5% | 71.3% |
Full cost components (estimated) info | 2019 | 2020 | 2021 | 2022 | 2023 |
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Total expenses (after depreciation) | $4,058,744 | $17,160,308 | $5,584,455 | $3,271,997 | $7,032,143 |
One month of savings | $338,229 | $1,430,026 | $465,371 | $272,666 | $586,012 |
Debt principal payment | $0 | $0 | $3,000,000 | $0 | $0 |
Fixed asset additions | $0 | $0 | $0 | $30,792 | $0 |
Total full costs (estimated) | $4,396,973 | $18,590,334 | $9,049,826 | $3,575,455 | $7,618,155 |
Capital structure indicators
Liquidity info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Months of cash | 0.1 | 0.6 | 0.2 | 0.7 | 0.2 |
Months of cash and investments | 42.6 | 9.6 | 35.4 | 53.8 | 26.8 |
Months of estimated liquid unrestricted net assets | 13.9 | 3.0 | 19.2 | 28.3 | 15.4 |
Balance sheet composition info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Cash | $38,846 | $799,731 | $99,631 | $198,232 | $109,257 |
Investments | $14,380,398 | $12,953,236 | $16,390,107 | $14,475,906 | $15,614,887 |
Receivables | $0 | $0 | $0 | $2,174,973 | $1,402,700 |
Gross land, buildings, equipment (LBE) | $0 | $0 | $0 | $122,900 | $122,900 |
Accumulated depreciation (as a % of LBE) | 0.0% | 0.0% | 0.0% | 74.9% | 84.8% |
Liabilities (as a % of assets) | 0.0% | 21.8% | 0.0% | 1.9% | 3.7% |
Unrestricted net assets | $4,702,651 | $4,273,694 | $8,922,024 | $7,753,683 | $9,037,048 |
Temporarily restricted net assets | $6,013,445 | N/A | N/A | N/A | N/A |
Permanently restricted net assets | $3,703,148 | N/A | N/A | N/A | N/A |
Total restricted net assets | $9,716,593 | $6,479,273 | $7,567,714 | $8,798,090 | $7,658,756 |
Total net assets | $14,419,244 | $10,752,967 | $16,489,738 | $16,551,773 | $16,695,804 |
Key data checks
Key data checks info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
Principal Officer
Mr. M. Alex Burden
Alex Burden has served as the Executive Director of the Truman Library Institute since 2009. In this capacity, Alex provides strategic leadership for, and management of, the Institute’s educational programs, public programming and outreach activities, communications and marketing initiatives, as well as all fundraising efforts. Prior to joining the Truman Library Institute, Alex excelled as a non-profit and fundraising executive while serving in various leadership capacities for a number of prominent institutions. He helped raise nearly $40 million in support of those organizations he had the privilege to work with.
Alex was employed by Hartsook Companies, a national fundraising consulting firm, as a senior vice president. As a fundraising consultant, Alex provided expert fundraising counsel and leadership to a diverse portfolio of clients from across the country. Alex offered his clients specialized assistance in the following areas of focus: capital campaigns, major gift and annual fund campaigns, corporate and foundation giving and building effective internal systems and strategies.
Before joining Hartsook Companies, Alex served as vice president of development at Bishop Miege High School in Shawnee Mission, Kansas. There, he provided overall leadership for the school's diverse advancement program and development team. Prior to Bishop Miege, he served as Director of the Advancement Office for the University of Missouri - Kansas City's School of Computing and Engineering and Director of the Annual Fund for Ottawa University (Ottawa, Kan.), where he led the school's $1-million comprehensive annual-fund program.
Alex received a Certificate in Fundraising Management from the Indiana University Center on Philanthropy's Fundraising School in 1999. More recently, he gained accreditation as a Certified Fund Raising Executive by the Association of Fundraising Professionals (AFP).
Number of employees
Source: IRS Form 990
Harry S. Truman Library Institute for National & Intl. Affairs
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
Harry S. Truman Library Institute for National & Intl. Affairs
Highest paid employeesSOURCE: IRS Form 990
Compensation data
Harry S. Truman Library Institute for National & Intl. Affairs
Board of directorsas of 08/07/2024
Board of directors data
Madeleine McDonough
Shook, Hardy & Bacon LLP
Term: 2024 -
Clifton Daniel
Author and Harry Truman's eldest grandson
Alex Burden
Executive Director, Truman Library Institute
Kay Martin
Community Volunteer
Adam Sachs
Partner, Husch Blackwell LLP
Timothy Triplett
General Counsel, Black & Veatch
Kurt Graham
Director, Harry S. Truman Library and Museum
Merilyn Berenbom
Community Volunteer
Bruce Reed
CEO, Stouse, LLC
Meyer Sosland
Director of Operations & Executive Director, Sosland Publishing
Eileen Weir
Mayor, Independence, Missouri
Josh Earnest
Political Analyst, NBC News
Lisa Hardwick
Judge, Missouri Court of Appeals, Western District
Bridget McCandless
President and CEO, The Health Care Foundation of GKC
Leigh Nottberg
Chair, Leigh & Tyler Nottberg Family Foundation
Marny Sherman
Community Volunteer
Harvey Kaplan
Partner (Retired), Shook Hardy & Bacon
Paul Black
Chief Executive Officer, Allscripts
Charlotte Kemper Black
Director, Charitable Trusts and Foundations, Commerce Bank
Karen Pack
Community Volunteer
Jason Parker
Professor of History, Texas A&M University
Thomas Willard
President and Chief Executive Officer, Tower Properties
Dan Crumb
Chief Financial Officer, Kansas City Chiefs
Kari Frederickson
Professor of History, University of Alabama
Donald Scott
U.S. Army, Retired
Neal Sharma
President, Dentsu DTC
Christopher Nelson
Wealth Advisor, SeaCrest Wealth Management
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
No data
Gender identity
No data
Transgender Identity
No data
Sexual orientation
No data
Disability
No data
Equity strategies
Last updated: 08/07/2024GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
- We have community representation at the board level, either on the board itself or through a community advisory board.
Contractors
Fiscal year endingProfessional fundraisers
Fiscal year endingSOURCE: IRS Form 990 Schedule G