Harry S. Truman Library Institute for National & Intl. Affairs
5151 Troost Ave, Ste 300
Kansas City MO 64110
Web and Phone Contact
Telephone (816) 4001214
Fax 816- 400-1213
Mission Statement

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.
  • Encourage relevant scholarship and educational projects.
Leadership
CEO/Executive Director Mr. M. Alex Burden
Board Chair Mr. Clyde F. Wendel
Board Chair Company Affiliation Vice Chairman (Ret.), UMB Bank
History and Background
Year of Incorporation 1957
Volunteer Opportunities
Do you have Volunteer Opportunities? Yes
Ways to donate, support, or volunteer

There are numerous ways in which you can support our nation’s best presidential library and museum. 

We encourage you to visit trumanlibraryinstitute.org to explore the various opportunities for providing charitable support. You may also contact Kim Rausch, the Institute’s director of development, at (816) 400-1214 or kim.rausch@trumanlibraryinstitute.org to learn more about the Truman Library’s membership program, the annual Wild About Harry fundraising dinner, matching gifts, the Truman Legacy Society, special underwriting initiatives or capital campaign support.
Volunteers also play a vital role in the continued success of the Harry S. Truman Library and Museum. In fact, it is the ongoing commitment from volunteers which enables all of our nation’s presidential libraries to continue providing the best possible services to the public - from educational outreach and community programming, to museum visitors and researchers accessing the archives.
For information about the Truman Library's docent program or other volunteer opportunities, please contact Jennifer Vitela at (816) 268-8212 or jennifer.vitela@nara.gov.
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
CEO/Executive Director Comments
Organization Comments
As one of our nation's 14 presidential libraries, the Harry S. Truman Library and Museum is an international heritage site, an essential contributor to the rich cultural life of our city and an important resource for students, teachers and researchers alike.
 
The caliber of our exhibits and programs reflect Truman's own wishes for his library - ensuring access to the president's papers and the study of the presidency, teaching the importance of civic engagement, and inspiring young people for generations to come. 
Alex Burden, Executive Director 
Statements
Mission Statement

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.
  • Encourage relevant scholarship and educational projects.
Background Statement

This Library will belong to the people of the United States. My papers will be the property of the people and be accessible to them. And this is as it should be. The papers of the Presidents are among the most valuable sources of material for history. They ought to be preserved, and they ought to be used.

 —Harry S. Truman, New York City, May 8, 1954


 

The Harry S. Truman Library & Museum is one of 14 presidential libraries operated by the federal government. Overseen by the National Archives and Records Administration, the Truman Library was established in 1957 to preserve the papers, artifacts, and other historical materials relating to former President Harry S. Truman and to make them available to the people in a place suitable for exhibit and research. The Library also serves as the headquarters for the institution’s robust education programs and scholarly research.

The Truman Library Institute is the non-profit organization founded by President Truman to help his presidential library flourish as a classroom for democracy. The Institute provides the financial, programmatic, creative and staffing support necessary to transform the Harry S. Truman Library and Museum into an invaluable cultural asset and unparalleled educational resource for the Greater Kansas City community. The Institute and the Library share a common vision to ensure that people are inspired, enriched, and empowered through the many resources of the Harry S. Truman Library and Museum. This is achieved through the following strategies and programs:

  • Museum exhibitions, museum-based community programs
  • A comprehensive suite of immersive, onsite education programs as well as classroom based activities and resources
  • Community-based public programs, signature events, award ceremonies, and historic commemorations
  • Research grants, scholarly awards and fellowships
  • Digital archives
  • Communications, marketing, and digital engagement
  • Membership and donor programs
Impact Statement
2017 Accomplishments:
  • Relocating the Truman Library Institute’s administrative offices to an all-new “TRUMAN” space on Rockhurst University’s campus.
  • With the assistance of a national consulting firm, the Truman Library Institute completed a feasibility study which will provide the framework for a major fund raising campaign in support of 1.) future museum renovations and enhancements to the visitors’ experience, 2.) a re-envisioning of our educational programs, and 3.) an expanded outreach of local, regional and national programming.
  • 96,395 people visited the Truman Library and Museum.
  • More than 50,000 students and teachers benefited from Truman Library education programs.
  • The Truman Library presented programs featuring Doris Kearns Goodwin, Calvin Trillin, Congressmen John Lewis and James Clyburn, A.J. Baime, Jeffrey Rosen, Howard Kittell, Clifton Truman Daniel, Kate Andersen Brower, Paul Brandus, Senator Alan Simpron and Pete Souza, just to name a few.

2018 Goals:
  • The Truman Library Institute will successfully complete fundraising for the Truman Statue Project, identify a sculptor and commission the creation of a statue that will be installed with great fanfare in the Rotunda of the U.S. Capitol Building’s National Statuary Hall in 2019.
  • The Truman Library and Institute will expand community programming and partnerships, with an emphasis on programs offered in conjunction with the special exhibition, "Heroes or Corpses: Captain Truman in World War I." A highlight will be collaborative programming with the National World War I Museum and Memorial, to include public programming and a jointly organized battlefield tour in the fall of 2018.
  • The Institute will work closely with the Truman Library and Museum to complete its master planning process and make significant strides in the silent phase of a fundraising campaign which will support the project.
Needs Statement

The Harry S. Truman Library and Museum is widely recognized as a crown jewel of the Kansas City community, an appealing historical destination for visitors from across the region and country, and an important education resource for students, teachers and researchers worldwide. In order to keep this important designation, the Truman Library Institute seeks financial support for the following needs:

  • Special Exhibitions (Truman Library curated and national traveling exhibits): Total cost = $50,000 - $200,000 per exhibit
  • Educational Programming (including support for The White House Decision Center, Reading Like A Historian, The Bus Stops Here Field Trip Grant Program, and the Research Grants and Awards Program): Total cost =$500,000 annually
  • General Unrestricted Support (realized through annual membership fees, the Wild About Harry fundraising dinner, and endowment contributions): Total cost: $1,000,000+ annually
  • Community Programming (including timely and informative public programs and forums, author book talks, and family-friendly events): Total cost: $250,000+ annually
  • Capital Campaign Support (naming opportunities available)
Service Categories
Museums
History Museums
Libraries
Areas of Service
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
KS - Johnson County
MO - Eastern Jackson Co
KS - Wyandotte County Urban Core
MO - Jackson County Urban Core
KS
MO
National
International
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KY
LA
ME
MD
MA
MI
MN
MS
MT
NE
NV
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
NH
CEO/Executive Director/Board Chair Statement
Today, more so than ever, the conflicts Truman faced and his visionary leadership as president continue to shape our democracy, and the U. S.’s place in our global society. It is the Truman Library and Truman Library Institute’s duty to expand appreciation of this humble, high school educated, Midwestern farm boy, his remarkable rise and enduring character. Through the achievements and leadership qualities of Harry Truman, future generations will come to understand both the possibilities and the responsibilities of American citizenship.
The Institute’s staff – with the help of our dedicated Board of Directors, community volunteers, members, donors and friends – strives to connect people who care about the future of our democracy with unique opportunities to learn from and share the important lessons gleaned from Truman’s legacy. This is accomplished through engaging museum exhibitions, thought-provoking public programs, teacher workshops and resources, as well as nationally-acclaimed education programs, in particular the White House Decision Center.
I first joined the Truman Library Institute's Board of Directors in 2006. As Board Chair, it is now my privilege to lead this impassioned group of volunteers as we undertake exciting new initiatives in our effort to build a stronger foundation for the Truman Library Institute and a brighter future for the Harry S. Truman Library and Museum.
I strongly believe the Truman Library has been, and will always be, an important part of the social and cultural fabric that makes our Greater Kansas City community unique. I am proud to be a part of this historic organization and hope you will join our efforts.
Clyde F. Wendel, Board Chair
Programs
Description

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.

Program Budget 500000
Category Education, General/Other Partnerships in Education
Population Served K-12 (5-19 years), Adults, Other Named Groups
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success
No matter the student's age - following a visit to the Harry S. Truman Library and Museum, they have a deeper understanding of our nation's history, government and democratic ideals. 
Long-Term Success

Participation in the Truman Library's education programs help students become informed citizens that possess the knowledge necessary to understand contemporary political, economic, and social issues. The programs improve the students' analytical thinking skills and help them draw connections between the past, present, and future in order to understand, anticipate, and resolve problems.  Finally, using the life and times of one of our nation's greatest leaders, Harry S. Truman, our programs inspire students to become active and informed citizens that understand important lessons from our nation's past and the unique nature of America's democracy.

Program Success Monitored By The success/effectiveness of the education programs are measured with teacher surveys, informal feedback from teachers and students, onsite evaluations with positive reinforcement, and school retention/rebooking.
Examples of Program Success

“I often comment to other teachers and administrators that my students are "on fire" when they get back from this trip. Engagement increases. Questions get better. Students start watching news clips and seeing connections.”

“I wish students from all across the region could participate in the WHDC. This program is fulfilling Truman's vision to create a cradle of democracy at his library. Students are able get unmatchable experience in understanding the powers and responsibilities facing the presidency and the executive branch. I would hope that all teachers take advantage of the opportunity.”

“This program is something I think President Truman would be very proud of to have continuing his legacy. Students are engaging in the democratic process and getting the opportunity to simulate leadership and decision making processes. I know it has inspired students to pursue an interest in government or political science as a career.”

Description
The Truman Library Institute’s The ‘Bus Stops Here’ Field Trip Grant Program connects schools, businesses and community by inviting everyone to be stockholders in the educational process.
 
The recent economic downturn has decimated local school districts' budgets, which in turn has dramatically diminished teachers' abilities to expose their students to valuable learning opportunities outside of their classrooms.  In response, the Institute created The ‘Bus Stops Here’ Field Trip Grant Program, which 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. 
Program Budget 68000
Category Education, General/Other Student Financial Aid
Population Served K-12 (5-19 years), Other Named Groups,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success No students is denied access to the Truman Library or the Truman Library Institute's educational programs due to economic limitations in local school districts' budgets.
Long-Term Success
With the availability of The Bus Stops Here Field Trip Grant funds, students from financially challenged school districts and families are able to access learning experiences - for little to no cost  - that help develop their understanding of the past and the present, in order to be good decision makers and citizens. 
Program Success Monitored By Data from student and teacher surveys, observation by staff and volunteers and information from enrollment applications will be collected and calculated using prior year’s attendance, cost, and participation for comparison.
Examples of Program Success
Testimony of Impact - Provided by Catrina Pelton, Social Studies Dept. Chair, Maryville High School
 
As an educator, the unfortunate economic downturn and the impact it has on our schools could limit my ability to expand experiences beyond the classroom for students. If students do not leave their desks, how will they connect what they learn in school with real world experiences? Scholarship funds, provided through "The Bus Stops Here" Field Trip Grant Program, have afforded students in my class the opportunity to experience the Harry S. Truman Library and Museum and to take part in the highly acclaimed White House Decision Center, a highlight of their high school careers.
Description
Pulitzer Prize-winning author David McCullough once remarked, "You can understand more about our nation by spending a day in Independence and at the Truman Library than anywhere else in the country."
 
The Harry S. Truman Library and Museum is home to more than 32,000 artifacts, 125,00 photographs and 16,000,000 documents that chronicle the life and times of our nation's 33rd President.
 
Special exhibition underwriters provide funds which enable the Harry S. Truman Library and Museum to present thought-provoking temporary exhibits that complement our permanent exhibitions and make each visitor's experience more compelling and informative. These exhibits further share exciting chapters in our nation's history and Harry Truman's life - stories that will help future generations understand and appreciate the high standard to which we should hold all of our nation's leaders accountable. 
Program Budget 200000
Category Arts, Culture & Humanities, General/Other Museums
Population Served Families, K-12 (5-19 years), US& International
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success Truman Library and Museum visitors will leave with a greater understanding of Harry S. Truman and his legacy.  That they will also have a deeper understanding of our nation's history, the American presidency, public policy, and our democracy.  
Long-Term Success Harry S. Truman is commonly ranked among our nation’s five greatest leaders of all time. And there is no better place to be inspired by his life and legacy than at the Harry S. Truman Library and Museum in Independence, Missouri. The Truman Library and the Truman Library Institute strive to promote a greater appreciation and understanding of our American history and culture, democracy, and the importance of public service, as exemplified by Harry Truman.

Our success is achieved by ensuring that Truman Library visitors of all ages learn about President Truman's legacy and our nation's history. Success is developing educated and thoughtful citizens who can participate wisely in our government of, by, and for the people. The Truman Library Institute is committed to sharing the stories of Harry Truman, the American presidency and our government to ensure that future generations will come to know his legacy and appreciate the gift of American democracy.

Program Success Monitored By

The Truman Library Institute measures an exhibit's success through museum attendance numbers, website visitors, media hits, both local, national and international; and though feedback provided by our donors and the general public.

Examples of Program Success
"Whether you are passing through Missouri, visiting here or live here, the Harry S. Truman Library and Museum is a place you must visit. Whether a Democrat or Republican, you will love this beautifully laid-out museum. I live here in Missouri and come to the library frequently. There are often new displays and exhibits and the life of this Missouri farmer is a tried and true example of what is possible in America. - Elizabeth J., Lexington, MO, 6/21/18
 
It's not the courage of his decisions that will love on, but the integrity of the man...We need to be reminded of that. I feel very strongly that the Truman Library isn't just for Independence, Missouri; isn't just for Kansas; isn't just for Missouri; isn't just for the memory of Harry Truman; it's for the betterment and the good of our country!" - David McCullough, 4/19/18
Description
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.
Program Budget 250000
Category Education, General/Other Education, General/Other
Population Served Adults, K-12 (5-19 years), US& International
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success
Through strategic partnerships and programmatic collaborations within the Greater Kansas City community, the Institute hopes to significantly increase program attendance numbers and further the reach of President Truman's enduring legacy.
Long-Term Success By presenting timely, relevant and thought-provoking public programs and forums, the Library and Institute seek to make a significant difference in how people - especially young people - feel about and become engaged in cultural experiences and citizenship activities.
Program Success Monitored By
Attendance numbers for public programs are closely watched and considered. Feedback on events is solicited from program sponsors and underwriters, event attendees, board of directors and members.  
Examples of Program Success
During 2017, the Truman Library attracted speakers such as Doris Kearns Goodwin, Calvin Trillin, Congressmen John Lewis and James Clyburn, A.J. Baime, Jeffrey Rosen, Howard Kittell, Clifton Truman Daniel, Kate Andersen Brower, Paul Brandus, Senator Alan Simpron and Pete Souza, just to name a few.
In all, 9,649 individuals attended 35 public programs.

“The public programming offered by Truman Library is hands-down the best thing about living in Kansas City! Thank you for organizing this panel and so many other talks I have looked forward to!”

"I just want to thank you for the opportunity to attend last night’s Wild About Harry event with my husband. It far exceeded any of our expectations. Such a powerful message, by so many powerful voices. It was an absolute honor to 'Stand with Truman.'" 

Description

It's been nearly 20 years since the Truman Library's last major renovation/update. Now is the time to make a significant investment, and ensure that the Truman Library remains a crown jewel of the Midwest and a museum worthy of President Truman’s legacy.

  • This $25 million campaign will help us achieve the following:Invest in the exhibits and visitor experience: Create an all new Truman exhibit that incorporates new media, technologies, and educational components; enhance the visitor experience.
  • Expand educational programming: Increase participation through growth and expansion of core education programs; create new programs for middle and high school aged students; launch new programming for university students and faculty.
  • Extend our reach to new and diverse audiences: Expanded local, regional and national programming so more people will be introduced to Truman's legacy and presidential library.

 

Program Budget 25000000
Category Arts, Culture & Humanities, General/Other Museums
Population Served General/Unspecified, US, Children and Youth (0 - 19 years)
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success

 

A new, 12,000 sq. ft. Truman exhbition on the museum's main level 
A new Truman exhibition that will tell the story of his entire life (there are currently two exhibits on two different floors); new interactive and multimedia technologies; inclusion of important new research, primary sources and audio/visual materials in the exhibition; an expansion of currently underrepresented aspects of Truman’s life and presidency; development of a comprehensive educational strategy with accompanying exhibit features and experiences.
 
A 3,000 sq. ft. expansion/renovation of existing public spaces Better accessibility and wayfinding for patrons; a more natural, east-to-west flow that will conclude at the oval office; improvements to meeting and gathering spaces; the availability of food and drink services; better cohesion between exhibits and onsite attractions; an all-new museum gift store; creation of a larger, highly-adaptable 5,000 sq. ft. temporary/rotating gallery on the Museum’s lower level.

Long-Term Success

The renovations to the Harry S. Truman Library and Museum will allow for

  • an enhance visitor experience
  • increased visitation
  • improved educational impact
  • grow earned income revenue

1 – The Truman Library expects the qualitative, subjective responses that we receive from visitors following the reopening will improve over pre-renovation results.

2 – During the first full year of operation following the reopening of the Truman Library’s museum (FY21, October 1, 2020 to September 30, 2021), visitation will increase 30% from a pre-renovation total of 88,000 to a maintainable total of 115,000. Thereafter, we project that visitation will continue to trend upwards at a level that is well above the pre-renovation numbers.

#3During the first full year of operation following the reopening of the Truman Library, (FY21, October 1, 2020 to September 30, 2021), earned income from the admission fees, gift store sales, and facilities rental will increase by a minimum of $210,000 or 30% .

#4 During the first full year of operation following the reopening of the Truman Library, student participation in onsite Truman programming will increase at least 11% from the pre-renovation total.

#5 – During the first full year of operation following the reopening of the Truman Library, we expect the evaluation scores that we receive from teachers whose students participate in our onsite educational programs will improve over pre-renovation results.

Program Success Monitored By

From the quantitative standpoint, the Truman Library and Truman Library Institute carefully tracks museum attendance, as well as education and public program participation. These numbers are updated on a monthly basis and are reported to the Institute’s Board of Directors biannually. Progress towards the objectives listed in this proposal will be carefully monitored and made available to the Hall Family Foundation.

The Institute collects, tracks and scores qualitative feedback through a variety of means including teacher, docent and visitor surveys, informal feedback from teachers, docents, staff and visitors, onsite evaluations with positive reinforcement, and school retention/rebookings.

Earned income revenue from admission fees, gift store sales and facility rentals is carefully tracked by the Truman Library’s AO Officer. Monthly financial reports are provided to Truman Library and Truman Library Institute leadership.

Examples of Program Success
With the assistance of a national consulting firm (CCS), the Truman Library Institute recently completed a feasibility study in preparation for a capital campaign. The following were several key take-aways from the interviews:
  • Eighty-nine percent (89%) of interviewees believe that the Truman Library Institute should proceed with a campaign. Interviewees' responses are higher than the CCS study benchmark of 72% for arts and culture organizations.
  • Interviewees are most interested in the creation of new exhibits, development of new education programs, and the expansion of existing education and public programming. These elements are seen as something that would benefit the future of the Institute and increase the relevancy of the Truman Library. 
  • Respondents expressed a willingness to financially support a campaign, as well as serve in a volunteer capacity. This indicates a high level of affinity for the project and trust in the Institute’s leadership.
CEO Comments

Today, Harry Truman is regarded as the one of our nation’s six greatest leaders, and there’s no better place in all of America to be inspired by his life and legacy than at the Harry S. Truman Library and Museum.

The Truman Library receives funding through the federal budget to store and keep safe the documents and artifacts of the president as well as maintaining the library’s physical structure. It's funding from the Truman Library Institute, the Library’s non-profit partner, which makes it possible to share educational programs, museum exhibitions, forums and public programs with more than 43,000 students and teachers, as well as the 88,000 museum visitors, researchers and individuals who access these programs each year. Thanks to the Institute’s private support and volunteer leadership, the Truman Library is more than an archive; it is a dynamic center for learning through which citizens of all ages may gain a common understanding of America’s past in order to envision a common future.

The Truman Library Institute is committed to touching the lives of every student that walks through our doors by providing them with exciting, fun and innovative learning experiences that will help them:

  1. Better understand history.
  2. Challenge them to reflect on how Truman’s life, his presidency and legacy relate to current issues.
  3. Encourage them to think critically and make informed decisions.

David McCullough, Pulitzer prize-winning author of Truman, called the Truman Library a “uniquely American treasure. You can understand more about our nation by spending a day at the Truman Library than anywhere else in the country.” The educational programs were created specifically with the goal of making this treasure come alive for students of all ages.

Our programs place an emphasis on the use of primary sources in the teaching of history- helping students realize that history is real, as are the people about whom history is written. In particular, they introduce Harry S. Truman, his life, the time in which he lived, his presidency and his world altering decisions to students, teachers, and researches from around the world.

One spark is all that is needed to ignite a life-long appreciation for history and the importance of our democratic form of government. I hope you will support our efforts to create and maintain a higher standard of history education. By doing so, you will also help us fulfill President Truman’s vision for his library.

Alex Burden, Executive Director 
Executive Director/CEO
Executive Director Mr. M. Alex Burden
Term Start Nov 2005
Experience

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).

Former CEOs
NameTerm
Mr. Larry J. Hackman Jan 1995 - Jan 2001
Dr. Benedict K Zobrist Jan 1971 - Jan 1994
Senior Staff
Title Director of Administration
Experience/Biography Lisa has over 20 years management and administrative experience. She was the Kansas City regional administrator for the Missouri Lottery for 11 years prior to being hired as Office Manager by the Truman Library Institute in 1997. She was promoted to Director of Administration in December 2005.
Staff
Paid Full-Time Staff 7
Paid Contractors 1
Volunteers 100
Retention Rate 71%
Staff Diversity (Ethnicity)
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 7
Native American/American Indian 0
Staff Diversity (Gender)
Female 8
Male 2
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Quarterly
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy No
Collaborations

 

We are fortunate to collaborate with the following organizations for educational and public programming:

  • Teachers, schools and school districts across the Greater Kansas City Metropolitan Area
  • Museum Educators Round Table
  • National History Day
  • Madam President
  • Ewing Marion Kauffman Foundation
  • Federal Court Historical Society
  • CGSC
  • Boys and Girls Club of GKC
  • Boy Souts and Girl Scouts
  • Rockhurst University
  • UMKC, The Henry Bloch School of Management
  • The National World War I Museum
  • Jewish Community Foundation
  • Jewish Federation of GKC
  • Nelson-Atkins
  • Economic Club of Kansas City
  • Federal Reserve of Kansas City
  • Missouri Council on Economic Education
  • National Society Daughters of the American Revolution, Independence Pioneers Chapter
  • City of Independence, Missouri
  • Veterans of Foreign Wars of the United States
  • Other Presidential Libraries and Foundations across the United States
  • Midwest Center for Holocaust Education
  • American Legion Tirey J Ford Post 21

 

Government Licenses
Is your organization licensed by the government? No
CEO Comments

The Harry S. Truman Library and Museum is considered by many to be the finest presidential library in the United States. Yet, most individuals in the Greater Kansas City Metropolitan Area have not taken the time to visit it, siting the reason “it takes too long to get there,” or “it’s too far away.”  

To help combat this misconception, the Truman Library Institute uses opportunities presented by off-site programming to deliver the message that driving to the Truman Library from Downtown Kansas City or the Plaza only takes about 18 minutes. Or if your home is in Johnson County, it will only take about 3 minutes longer to get to the Truman Library than it takes to drive to Arrowhead or Royals Stadium. Our message is simple—it is a wonderful community asset known throughout the world—you should go there.

An additional challenge the Truman Library Institute faces is the common misconception that the federal government provides the funding for all that takes place at the Harry S. Truman Library and Museum. The funding the Truman Library receives from the Federal budget allows them to store and keep safe the documents and artifacts of the President, as well as maintaining the physical structure of the Presidential Library. It’s the Truman Library’s non-profit partner, the Truman Library Institute, which provides the funds necessary to present world-class exhibitions, nationally acclaimed education programs, as well as public programs and forums featuring leading historians and opinion leaders from around the nation. 
Board Chair
Board Chair Mr. Clyde Wendel
Company Affiliation Vice Chairman (Ret.), UMB Bank
Term Sept 2016 to Sept 2018
Email clyde.wendel@yahoo.com
Board Members
NameAffiliation
Mr. Alan L. Atterbury President & CEO, Midland Properties, Inc.
Mrs. Merilyn K. Berenbom Community Volunteer
Mr. Alex Burden Executive Director, Truman Library Institute
Mr. Kirk W. Carpenter President & Owner, Carpenter & Company Insurance Agency
Mr. Clifton Truman Daniel Author and Harry Truman's eldest grandson
Mr. Robert P. Dunn Vice President-Community Affairs, JE Dunn Construction Company
Mr. Josh Earnest Political Analyst, NBC News
Mrs. Susie S. Evans Community Volunteer
Dr. Kurt Graham Ph.D.Director, Harry S. Truman Library and Museum
Dr. Greg Gunderson President, Park University
Lisa Hardwick Judge, Missouri Court of Appeals, Western District
Dr. Mary Ann Heiss Ph.DAssociate Professor of History, Kent State University
Ms. Mary Hunkeler Community Volunteer
Mr. John A. MacDonald Vice President & Treasurer, Hall Family Foundation
Mrs. Kay Martin Community Volunteer
Dr. Bridget McCandless President and CEO, The Health Care Foundation of GKC
Mrs. Maureen McMeel Carroll Executive Director, McMeel Family Foundation
Dr. Dennis Merrill Ph.D.Curator's Teaching Professor, University of Missouri, Kansas City
The Honorable Janet Napolitano President, University of California
Mrs. Leigh Nottberg Chair, Leigh & Tyler Nottberg Family Foundation
Mr. James B. Nutter Jr.President & CEO, James B. Nutter & Company
Mr. James D. Rine President, Kansas City Region, UMB Bank
Mr. Adam Sachs Partner, Husch Blackwell LLP
Mrs. Marny Sherman Community Volunteer
Mr. Meyer J. Sosland Director of Operations & Executive Director, Sosland Publishing
Ms. Jeannine Strandjord Chief Integration Officer (Retired), Sprint Corporation
Mr. Timothy W. Triplett General Counsel, Black & Veatch
Mr. David Von Drehle Editor-at-Large, TIME Magazine
The Honorable Eileen Weir Mayor, Independence, Missouri
Mr. Clyde Wendel Vice Chairman (retired), UMB Bank
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 29
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 17
Female 13
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 84%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 74%
Percentage Making In-Kind Contributions 53%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 4
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Board Governance
Scholarship
Audit
Advisory Board Members
NameAffiliation
The Honorable John C. Danforth Partner, Bryan Cave LLP
The Honorable Richard A. Gephardt President & CEO, Gephardt Group
Walter Isaacson President & CEO, The Aspen Institute
Mr. Michael J. Johnston Executive Vice President (Retired), The Capital Group
The Honorable James W. Symington Of Counsel (Retired), Nossaman LLP
Mr. Julián Zugazagoitia Director & CEO, The Nelson-Atkins Museum of Art
CEO Comments
The Harry S. Truman Library Institute is the 501(c)(3) non-profit partner of the Harry S. Truman Library and Museum, one of our nation’s 14 presidential libraries overseen by the National Archives and Records Administration. Together with its public partner, the Truman Library Institute brings 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.
 
The Truman Library Institute is governed by a passionate Board of Directors, and supported by philanthropic donations from individuals, foundations and corporations, which provide funding and support for the Library’s exhibitions, education outreach, public programs, conferences and forums.

The Library is the corpus of Harry Truman’s life and leadership. The Institute is the animating spirit. It is because of private support and leadership that the Truman Library is able to be more than an archive; it is a dynamic center for learning – a classroom for democracy – through which citizens of all ages may gain a common understanding of America’s past in order to envision a common future.
Financials
Fiscal Year Start Oct 01, 2017
Fiscal Year End Sept 30, 2018
Projected Revenue $3,561,000
Projected Expenses $3,542,668
Endowment Value $13,431,304
Spending Policy Percentage
Percentage 4
IRS Letter of Exemption
Foundation Comments
  • FYE 9/30/2016, 2015, 2014: Financial data reported using the IRS Form 990.
  • Foundation/corporate revenue line items may include contributions from individuals. 
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$672,231$914,334$462,597
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified$0$0$0
Individual Contributions------
$0$0$0
$70,657$63,474$65,602
Investment Income, Net of Losses$674,805$974,804$605,722
Membership Dues$283,980$244,182$224,080
Special Events$386,069$413,721$322,181
Revenue In-Kind$35,670$25,218$29,666
Other$33,814$31,486$18,607
Expense Allocation
Fiscal Year201620152014
Program Expense$1,218,565$1,017,796$1,247,386
Administration Expense$329,737$271,371$277,366
Fundraising Expense$267,485$278,225$216,088
Payments to Affiliates------
Total Revenue/Total Expenses1.191.700.99
Program Expense/Total Expenses67%65%72%
Fundraising Expense/Contributed Revenue25%21%28%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$11,899,977$11,161,224$11,199,109
Current Assets$117,346$48,337$17,768
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$11,899,977$11,161,224$11,199,109
Short-Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities------
Long-Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountAnonymous $348,508Ewing Marion Kauffman Foundation $363,073 --
Second Highest Funding Source & Dollar AmountAnonymous $138,305Individual Donor $275,276 --
Third Highest Funding Source & Dollar AmountAnonymous $130,000Greater Kansas City Community Foundation $121,625 --
Organization Comments

The Truman Library Institute uses a modified cash basis for accounting, which does not reflect funds that were raised in prior fiscal years and are intended to cover expenses incurred during later fiscal years.

Other Documents
Organization Name Harry S. Truman Library Institute for National & Intl. Affairs
Address 5151 Troost Ave, Ste 300
Kansas City, MO 64110
Primary Phone (816) 4001214
CEO/Executive Director Mr. M. Alex Burden
Board Chair Mr. Clyde F. Wendel
Board Chair Company Affiliation Vice Chairman (Ret.), UMB Bank
Year of Incorporation 1957