The Harry S Truman Library Institute National and International Affairs
Nonprofit profile at a glance
- EIN
- 436042632
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Kansas City, MO, USA
- Phone
- 8164001212
- Rating
- 67
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Graduate, Professional Schools (Separate Entities)
Reported finances
- Revenue
- $5,386,535
- Expenses
- $4,559,307
- Assets
- $22,940,504
- Liabilities
- $976,723
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
32 people listed
Executive titles in this filing
- MORGAN A BURDEN (EXECUTIVE DIRECTOR/EX OFFICIO DIRECTOR)
Highest reported compensation
- MORGAN A BURDEN (EXECUTIVE DIRECTOR/EX OFFICIO DIRECTOR): $415,640 total reported compensation
- LISA A SULLIVAN (CFO/CAO): $151,004 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o
What it reported doing in 2024
See schedule oeducation: the truman library offers a suite of engaging on-site and school-based educational programs that meet state and national academic standards. These critically acclaimed programs are designed to teach participants about truman, democracy, the presidency, and the importance of civic engagement, while strengthening important life and leadership skills. Each year, tens of thousands of students and teachers gain a deeper understanding of our nation's history, government, and democratic ideals through the library's educational programs. Using primary source documents and artifacts, students draw connections between the past, present, and future to better understand, anticipate, and resolve problems. 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. The white house decision center's simulations immerse students in american history, government, the presidency, and high-stakes decision making in a truly unique setting, a 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. 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 twenty years, our scholarship fund has given students from economically challenged school districts the opportunity to visit and experience the truman library's educational programs and exhibitions at minimal or no cost. Grant scholarship funds can be used to cover museum admissions, white house decision center fees, bus transportation and substitute teacher costs. Reading like a historian second, third, and fifth grade program is a museum-based, truman-focused, and first-of-its-kind interactive educational experience. The students investigate the truman library's museum exhibits as they study the three branches of government, truman's leadership skills, his momentous decisions as president, and his lasting legacy. Reading like a historian middle and high school program is an in-classroom experience rather than a museum-based experience. Middle and high school teachers are immersed in an intensive week of curriculum development. Teachers are provided with access to experts in the subject area and archivists to assist with content and resources. Ultimately, this program provides teachers with a truman curriculum, complete investigative units, lesson plans, and resources. Each unit is designed to develop students' critical thinking and investigative skills and uses primary source materials from the truman library to teach them about history and president truman. Institute funds also sponsor the greater Kansas city regional national history day competition, civics for all including the three branches of government, the student internship program, the in-classroom truman footlocker program, educator workshops, the annual week-long summer teacher conference, teacher lesson plans, student resources and research file, and a fall presidential trivia contest. Thanks to generous donor support, the "expanding president truman's classroom for democracy initiative" includes new docent training, student and teacher resource materials, curriculum standard reviews and new promotional brochures and videos. Truman's research grants program continues to attract top scholars and expand our understanding of truman and his consequential presidency. Since opening in 1959, the library's research room has welcomed more than 15,000 historians, writers, and scholars from more than 40 nations. From th
Operating model
- Revenue model
- Donor-supported. 80% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 96% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 74
- Accountability: 98
- Sustainability: 69
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 46.4%; rating input score 46
- Program expense ratio: 46.1%; rating input score 46
- Fundraising efficiency: $2.47 raised per $1 spent on fundraising; rating input score 6; 6th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: 2 of 8 controls in place; rating input score 25
- Claims monitoring procedures: Pass
- Requires narrative reports: Pass
- Conducts field audits: Limited
- May suspend future funding: Limited
- Requires financial reports: Limited
- Conducts site visits: Limited
- Requires grant agreements: Limited
- May require repayment: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 96.8%; rating input score 97; 26th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 15.4%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 5.03; rating input score 83; 83rd percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 72; 72nd percentile among comparable filings
- Officer compensation ratio: 12.4%; rating input score 24; 24th percentile among comparable filings
Growth
- Program expense growth: 7.2% per year; rating input score 100; 52nd percentile among comparable filings
- Revenue growth: 10.1% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: 6% per year; rating input score 100; 40th percentile among comparable filings
Details
- Where the money goes: 46.4% of revenue deployed · 46.1% of spending went to programs
- Governance: 30 of 31 board members independent · 9 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $2.1M in reported program spending
- Leadership: top reported pay $416K · 32 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $2.2M reported
- Consistency: 41 of 41 current checks pass
- Schedules: 9 filed schedules · includes major donors, foreign activity, grants, and executive pay
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
- Moderate — Financial Efficiency: Program expense ratio scored 46/100.
- High — Financial Efficiency: Fundraising efficiency scored 6/100.
- High — Sustainability: Officer compensation ratio scored 24/100.