GOLD2024

Harry S. Truman Library Institute for National & Intl. Affairs

Kansas City, MO   |  http://www.trumanlibraryinstitute.org
GuideStar Charity Check

Harry S. Truman Library Institute for National & Intl. Affairs

EIN: 43-6042632


Mission

The Truman Library Institute’s mission is to bring the life and legacy of Harry S. Truman to bear on current and future generations through understanding of history, the presidency, domestic and foreign policy, and citizenship. In service to our mission we will: build the partnership between the Truman Library Institute and the Truman Presidential Museum and Library; expand and energize the community of donors, volunteers and scholars who support the Museum and Library through the Institute; preserve and broaden access among a wide range of audiences to the historical record of Harry S. Truman’s life, his presidency, and his example for American civic life; and, encourage relevant scholarship and educational projects.

Ruling year info

1959

Principal Officer

Mr. M. Alex Burden

Main address

5151 Troost Ave, Ste 300

Kansas City, MO 64110 USA

Show more contact info

EIN

43-6042632

Subject area info

Museums

Libraries

Population served info

Adults

Children and youth

Families

NTEE code info

Museum & Museum Activities (A50)

History Museums (A54)

Libraries, Library Science (B70)

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Login and update

Our programs

SOURCE: Self-reported by organization

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.

Population(s) Served
Children and youth
Adults

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.

Population(s) Served
Children and youth
Adults

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.

Population(s) Served
Adults
Children and youth

Where we work

Affiliations & memberships

American Alliance of Museums 2024

Nonprofit Connect of Greater Kansas City 2024

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • 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

  • 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

  • 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

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

24.35

Average of 7.37 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

0.2

Average of 0.3 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

25%

Average of 22% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Harry S. Truman Library Institute for National & Intl. Affairs

Revenue & expenses

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Harry S. Truman Library Institute for National & Intl. Affairs

Balance sheet

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

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.

Fiscal year ending: cloud_download Download Data

Harry S. Truman Library Institute for National & Intl. Affairs

Financial trends analysis Glossary & formula definitions

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

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
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
Form 1023/1024 is not available for this organization

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 employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

Harry S. Truman Library Institute for National & Intl. Affairs

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Harry S. Truman Library Institute for National & Intl. Affairs

Board of directors
as of 08/07/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

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

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • 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

SOURCE: Self-reported; last updated 8/7/2024

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
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 08/07/2024

GuideStar 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

Policies and processes
  • 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 ending

Professional fundraisers

Fiscal year ending

SOURCE: IRS Form 990 Schedule G

Solicitation activities
Gross receipts from fundraising
Retained by organization
Paid to fundraiser