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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Harry S. Truman Library Institute

Fulfilling the Truman Library's commitment to research and education

three stars

89.05

500 West US Highway 24 Independence, MO 64050
tel: (800) 833-1225   Web Site
EIN: 43-6042632

Board Leadership
Clyde Wendel
Chair

CEO
Alex Burden
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 89.05 three stars
  Financial 85.05 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 11/01/2017 and includes data from FY2016, the most recent 990 received at that time.

The Harry S. Truman Library Institute is the nonprofit partner of the Harry S. Truman Library. The Truman Library is one of twelve presidential libraries operated by the Federal government. Since 1957, the Truman Library and the Truman Library Institute have worked together to fulfill the Truman Library's commitment to research and education The Library Institute was organized to foster and assist in the Truman Library's growth and development as a national center for study and research. The purposes of the Institute are to promote research into the Truman administration through the awarding of grants and the sponsoring of scholarly conferences, to assist in the development of the Library's museum and public programs, and to help the Library maintain the integrity of its programs.

The Harry S. Truman Library Institute is the nonprofit partner of the Harry S. Truman Library. The Truman Library is one of twelve presidential libraries operated by the Federal government. Since 1957, the Truman Library and the Truman Library Institute have worked together to fulfill the Truman Library's commitment to research and education The Library Institute was organized to foster and assist in the Truman Library's growth and development as a national center for study and research. The purposes of the Institute are to promote research into the Truman administration through the awarding of grants and the sponsoring of scholarly conferences, to assist in the development of the Library's museum and public programs, and to help the Library maintain the integrity of its programs.

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Financial

three stars

85.05

Accountability & Transparency

four stars

96.00

This rating was published 11/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
67.9%
  Administrative Expenses 17.1%
  Fundraising Expenses 14.8%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 4.91
  Program Expenses Growth 6.4%
  Liabilities to Assets < 0.1%
All data for Financial Performance Metrics calculations was provided by Harry S. Truman Library Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Harry S. Truman Library Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Harry S. Truman Library Institute (MO) 89.05 three stars
George W. Bush Presidential Center (TX) 89.06 three stars
Boston Athenæum (MA) 85.88 three stars
The Huntington Library, Art Collections, and Botanical Gardens (CA) 91.46 four stars
YIVO Institute for Jewish Research (NY) 93.89 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $707,901
   Federated Campaigns $0
   Membership Dues $283,980
   Fundraising Events $463,920
   Related Organizations $0
   Government Grants $0
Total Contributions $1,455,801
   Program Service Revenue $70,657
Total Primary Revenue $1,526,458
   Other Revenue $630,768
TOTAL REVENUE $2,157,226
   
EXPENSES  
   Program Expenses $1,218,565
   Administrative Expenses $329,737
   Fundraising Expenses $267,485
TOTAL FUNCTIONAL EXPENSES $1,815,787
   
Payments to Affiliates $0
Excess (or Deficit) for the year $341,439
   
Net Assets $11,899,977

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Education $357,018 29.3%
Public Outreach $203,895 16.7%
Exhibitions $40,926 3.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-09 11/01/2017 89.05 three stars
2015-09 07/01/2016 81.28 three stars
2014-09 06/01/2016 89.39 three stars
 
CN 2.0
2014-09 09/01/2015 89.32 three stars
2013-09 11/01/2014 86.52 three stars
2012-09 08/01/2013 76.11 two stars
2011-09 06/01/2012 82.43 three stars
2010-09 10/01/2011 70.23 two stars
2009-09 09/20/2011 93.13 four stars
 
CN 1.0
2009-09 02/01/2011 93.27 four stars
2008-09 05/01/2010 77.95 two stars
2007-09 11/01/2008 74.28 two stars
2006-09 08/01/2007 61.64 one star
2005-09 12/01/2006 60.11 one star
2004-09 01/01/2006 79.66 two stars
2003-09 12/01/2004 83.09 three stars
2002-09 02/01/2004 90.69 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 43-6042632
Name in IRS Master File HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI
NTEE Code B50
NTEE Classification Graduate, Professional Schools (Separate Entities)
NTEE Type Educational Institutions and Related Activities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
(927) Fundraising
(62) Historical site, records or reenactment
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date February, 1959
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
  • September, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$179,907 9.90% Morgan Alex Burden Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Harry S. Truman Library Institute (MO) 89.05 three stars
Franklin and Eleanor Roosevelt Institute (NY) 90.37 four stars
The Richard Nixon Foundation (CA) 91.36 four stars
The HistoryMakers (IL) 91.22 four stars
The Morgan Library & Museum (NY) 87.87 three stars

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Charity Contact Info

Harry S. Truman Library Institute
500 West US Highway 24
Independence, MO 64050
tel: (800) 833-1225
EIN: 43-6042632

Visit Web Site

Board Leadership

Clyde Wendel
Chair

CEO

Alex Burden
Executive Director

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