Harry S. Truman Library Institute for National & Intl. Affairs
5151 Troost Ave, Ste 300
Kansas City MO 64110
Mission Statement
The Harry S. Truman Library Institute, a 501(c)(3) organization is dedicated to the preservation, advancement, and outreach activities of the Harry S. Truman Library & Museum, one of our nation's 13 presidential libraries overseen by the National Archives and Records Administration.
 
Together with its public partner, the Truman Library Institute preserves the enduring legacy of America's 33rd president to enrich the public's understanding of history, the presidency, public policy and citizenship. 
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
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.
Statements
Mission Statement
The Harry S. Truman Library Institute, a 501(c)(3) organization is dedicated to the preservation, advancement, and outreach activities of the Harry S. Truman Library & Museum, one of our nation's 13 presidential libraries overseen by the National Archives and Records Administration.
 
Together with its public partner, the Truman Library Institute preserves the enduring legacy of America's 33rd president to enrich the public's understanding of history, the presidency, public policy and citizenship. 
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


After leaving Washington in 1953, President Harry S. Truman dreamed of creating a center for research and study, a place where scholars of all ages – and through them the American people – could gain a better understanding of history.  In 1953, the Harry S. Truman Library Inc.’s (now known as the Truman Library Institute) board of trustees, including Eleanor Roosevelt, Dean Acheson, and George C. Marshall, launched its first efforts to raise funds for the building of the Truman Library and Museum, which was formally dedicated on July 6, 1957. 

Sixty years after opening its doors, a visit to the Truman Library allows school children to become leaders, teachers turn into scholars of American History, families transform into history explorers, and world visitors aspire to be better citizens. The Library offers an accessible hands-on method for discovering history that allows for individual reflection on what it means to be president of the United States and the bearing that has on what it means to be an American citizen.

The Truman Library Institute provides the financial support, staffing, and resources which allow the Harry S. Truman Library and Museum to be so much more than an archive; it's 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. Truman hoped that his library would give young people, especially, “a better understanding of the history and the nature of the presidency and the government of the United States.” To fulfill this vision, the Truman Library Institute’s education staff—recognized nationally for their achievements—has developed a range of outstanding programs which are grounded in pedagogy, designed to meet national academic standards, and serve as the standard for our nation’s presidential libraries.
Impact Statement
The Truman Library Institute tracks its performance across time using metrics such as dollars raised, membership growth, number of museum visitors, students and educators served, and other engagement indicators. We are pleased to once again report growth in all core-mission program areas. Of special note are the following historic increases:
  • Best-ever revenue generated from our three primary fund-raising channels.
  • Record breaking student/adult participation in The White House Decision Center.
  • Largest number of program attendees.
  • Highest participation in all education programs.
  • Highest museum visitation in eight years.
In 2017, the Truman Library Institute will continue following the direction of its recently completed strategic plan and undertake several strategic initiatives:
  • The Truman Library Institute will lead the effort to finance, create and install a statue of Harry S. Truman in the U.S. Capitol Building’s National Statuary Hall in Washington, D.C.
  • The Institute will assist the Truman Library and Museum’s with its master planning process.
  • The Truman Library Institute will complete a feasibility study to help guide potential capital campaign planning in support of the Truman Museum’s new master plan.
  • The Institute will strategically relocate its administrative offices to a new space on Rockhurst University’s campus.
Needs Statement
The Truman Library Institute's most pressing needs include financial support for educational programming, including The Bus Stops Here' Field Trip Grant Program, speaker events and forums, the Truman Statue Project, as well as museum exhibitions.  The Truman Library Institute  also works on an ongoing basis to increase membership and special event revenue, both of which provide unrestricted funds to help sustain the Truman Library and Truman Library Institute's programming.
Service Categories
Museums
History Museums
Libraries
Areas of Service
International
National
MO
KS
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
KS - Johnson County
MO - Eastern Jackson Co
MO - Jackson County Urban Core
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
KS - Wyandotte County Urban Core
NH
CEO/Executive Director/Board Chair Statement
People are inspired, enriched and empowered through the many resources of the Harry S. Truman Library and Museum, one of our nation’s 14 presidential libraries administered by the National Archives.. As the Truman Library's 501 (c)(3) not-for-profit partnering organization, the Truman Library Institute is committed to bringing the life and legacy of Harry S. Truman to bear on current and future generation through understanding of history, the presidency, domestic and foreign policy and citizenship.  

Through its Board of Directors, committees, and staff, the Institute helps connect people who care about the future of our democracy with significant opportunities to share the important lessons gleaned from Truman’s legacy – through perspective-changing exhibits, engaging and thought-provoking public programs, teacher workshops and resources, and educational programming, in particular the nationally-acclaimed White House Decision Center program for secondary school students.

I first joined the Truman Library Institute's Board of Directors in 2006. It is now my privilege to lead the Institute’s impassioned group of volunteer leaders as we undertake exciting new initiatives and programming - both locally and nationally - as well as plan for the long-term success and stability of 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 Greater Kansas City unique.  I am proud to be a part of this historic organization and hope you will join us in our efforts.
Programs
Description
Each year, the Truman Library Institute invests more than a quarter of a million dollars in nationally acclaimed educational programs for schoolchildren and their teachers, who rely on our nation’s best presidential museum as an essential resource for history education.
Private support helps open the doors to some of the greatest lessons in leadership our country has to offer, including the White House Decision Center, Guided Museum Tours, Reading Like A Historian, Educational Outreach, Research Grants and Awards program, teacher in-service training and workshops, the Summer Teacher Institute, and National History Day.
Truman's legacy teaches students that by our values, decisions and investments, ordinary people can make an extraordinary difference. It’s why kids love Harry Truman. Because in him they can see their own potential for greatness.
Program Budget $248,000.00
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 will have a deeper understanding of our nation's history, government and democratic ideals. 
Long-Term Success

Participation in the Truman Library Institute'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 will 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
"We had a great time at the White House Decision Center, The program is unbelievable! It gives the students a realistic understanding of the issues faced by Truman and the process through which he worked to devise and implement policy. The history is truly 'hands on.'"  Ann, Archbishop O'Hara High School
 
"This was an amazing experience for my students. I've never seen them as excited about anything as they were about this day." Cara, Truman High School
 
"To say that the WHDC has changes lives is an understatement. For some of our kids, it is the most profound experience in their educational careers."  Chis Fisher, Columbia MO Public Schools
 
In FY16, student museum tours experienced 31% growth and WHDC student participation grew by 16%. Overall, student/educator participation in education programs across the board experienced 13.8% growth.
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 $68,000.00
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 Students from across the greater Kansas City area will learn how Harry S. Truman, Missouri’s most famous native son, faced some of the most complex issues to ever encountered by a world leader, including the decision to drop the atomic bomb to end World War II, the daunting task of re-building both Europe and Japan, the changing of American foreign policy, desegregation of the federal workforce and the armed forces, as well as United States involvement in the Korean War.
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 he funds which enable the Harry S. Truman Library and Museum to continue presenting exciting temporary exhibits that complement our permanent exhibitions and make each visitor's experience more compelling and informative. These exhibits further share exciting chapters in 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 $109,500.00
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 enduring 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 American politics, history and culture, the process of governance, 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, media hits, both local, national and international; and though feedback provided by our donors and the general public.

Examples of Program Success
Following a Museum tour, one school age student was quoted as saying, "I hope many other kids get to learn as much as I did. I can't wait to come back!"
 
"Truman once said, 'I don’t believe in little plans. You can always amend a big plan, but you can never expand a little one.' True to his word, Truman gave us a giant among presidential libraries. In fact, the museum has been hailed as America’s 'best presidential museum.'" (Dallas Morning News)
 
During the mural’s dedication ceremony, Chief Justice Earl Warren spoke solemnly about the mural’s serious purpose. "As our people come to visit the Truman Library," he said, "their eyes will fall upon this great mural, and if they see it with eyes brightened by knowledge of our own history, every figure in it will have meaning for them and will help to build within their hearts a deep and abiding patriotism. The knowledge of our heroic past will open vistas for them into our future."
Description
Since it first opened its Research Room in 1959, the Harry S. Truman Library and Museum has welcomed nearly 15,000 historians, writers, and scholars, representing more than 40 nations and nearly every state in the Union. From the beginning, the Truman Library Institute has provided grants-in-aid for researchers, the total granted now stands at nearly $2.98 million. Today, Research Grants, Dissertation Year Fellowships, and the biennial Scholar's Award provide assistance to emerging and established scholars whose contributions illuminate the critical issues of Truman’s presidency and legacy.
Program Budget $80,000.00
Category Education, General/Other Education, General/Other
Population Served Adults, ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success The short-term success is defined in the numbers and the excellence of the scholars and students that apply for support of their Truman research as well as the quality of work that's produced by their research at the Truman Library.   
Long-Term Success
The Institute’s articles of incorporation, which came into effect on May 29, 1957, declares that the organization’s purpose is to “encourage, foster and assist the growth and development of the Harry S. Truman Library as a national center for study and research,” and identifies as one of its activities the awarding of “fellowships, grants, and other desirable or necessary forms of assistance to persons wishing to do research at the…Library.” 

Harry S. Truman is one of the most studied and written about people in the world’s history, and the Institute’s grants program is one important reason why this is so.

Program Success Monitored By The Research Grants and Awards Program is monitored by the Institute's Board of Directors, with oversight by the Research, Scholarship and Education Committee. Applicant funding decisions are made based on quality, originality, significance of the project and its relationship to the existing Truman historiography. Awardees provide copies of publications resulting from their research.

TK Scholars are required to publish a significant work stemming from his/her research and also agree to present their findings through the Program’s public component. Awardees must provide the Truman Library with a progress report and copies of any publication resulting from their research.

The Harry S. Truman Book Award recognizes the best book published within a two-year period dealing primarily and substantially with the life and career of Harry S. Truman or of the public and foreign policy issues which were prominent during the Truman administration. 

Examples of Program Success
In FY 2016, 30 research grants and awards totaling $102.541 were awarded by the Truman Library Institute. This included: 
  • 26 research grants ($38,041)
  • 1 Truman Book Award ($2,500) to Michael Neiberg, U.S. Army War College 
  • 2 Dissertation Year Fellowships; recipients Emily Riley, Princeton ($16,000) and Amanda Shriwise ($16,000)
  • 1 Truman Scholars Award ($30,000) to Thomas Zeiler, University of Colorado, Boulder
Description
The Truman Library Institute and Harry S. Truman Library and Museum present an exciting array of programs and special events, including lectures with distinguished authors, museum programs, member-only events and signature events like the annual Howard & Virginia Bennett Forum on the Presidency and Wild About Harry. With these programs 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 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, the Truman Library Institute offers programs that reach tens of thousands of individuals each year.
Program Budget $281,500.00
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

The presentation of engaging public programs and events is an increasingly important – and successful – aspect of the Truman Library Institute’s community activities. In FY16, the number of public programs offered by the Truman Library Institute and Truman Library was 43, a 43% increase over FY15, while total program attendance increased by 12.5% over the prior year.  

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.

Executive Director/CEO
Executive Director Mr. M. Alex Burden
Term Start Nov 2005
Compensation $200,001 - Plus
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).

Co-CEO/Executive Director
Term Start 0
Compensation Last Year
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 Part-Time Staff 3
Volunteers 110
Paid Contractors 0
Retention Rate 100%
Staff Diversity (Ethnicity)
Caucasian 7
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 education professionals as part of a Museum Educators Round Table
  • National History Day
  • Madam President
  • Ewing Marion Kauffman Foundation 
  • Federal Court Historical Society
  • U.S. Army Command and General Staff College 
  • Boys and Girls Club of Greater Kansas City
  • Boy Scouts and Girl Scouts 
  • UMKC, The Henry Bloch School of Management
  • The National World WAR I Museum 
  • Jewish Community Foundation
  • Jewish Federation of Greater Kansas City
  • Nelson-Atkins Museum of Arts 
  • The Linda Hall Library
  • The Remnant Trust 
  • The Economic Club of Kansas City
  • The Federal Reserve of Kansas City 
  • The Missouri Council on Economic Education
  • National Society Daughters of the American Revolution, Independence Pioneers Chapter
  • City of Independence 
  • Veterans of Foreign Wars of the United States
  • Wentworth Military Academy 
  • Other Presidential Libraries and Foundations across the United States
  • Heart of America Shakespeare Festival 
  • 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 F. Wendel
Company Affiliation Vice Chairman (Ret.), UMB Bank
Term Sept 2016 to Sept 2018
Email clyde.wendel@umb.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
Mrs. Susie S. Evans Community Volunteer
Kurt Graham Ph.D.Director, Harry S. Truman Library and Museum
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
Mrs. Maureen McMeel Carroll Executive Director, McMeel Family Foundation
Dennis Merrill Ph.D.Curator's Teaching Professor, University of Missouri, Kansas City
The Honorable Janet Napolitano President, University of California
Mr. James B. Nutter Jr.President & CEO, James B. Nutter & Company
Ms. Cappy P. Powell Community Volunteer
Ms. Page Branton Reed Community Volunteer
Mr. James D. Rine President, Kansas City Region, UMB Bank
Mr. Adam Sachs Partner, Husch Blackwell LLP
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
Mr. Maurice A. Watson Chairman, Husch Blackwell LLP
The Honorable Eileen Weir Mayor, Independence, Missouri
Mr. Clyde Wendel Vice Chairman (retired), UMB Bank
Mr David Williams CEO, Centerpoint Medical Center
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 27
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 17
Female 11
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 85%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 79%
Percentage Making In-Kind Contributions 7%
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, 2016
Fiscal Year End Sept 30, 2017
Projected Revenue $2,069,453
Projected Expenses $1,989,600
Endowment Value $12,485,545
Spending Policy Percentage
Percentage 4
IRS Letter of Exemption
Foundation Comments
  • FYE 9/30/2015, 2014: Financial data reported using the IRS Form 990.
  • FYE 9/30/2013:  Financial data reported using the organization's audited financial statements.  
  • 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 Year201520142013
Foundation and
Corporation Contributions
$914,334$462,597$0
Government Contributions$0$0$0
Federal----$0
State----$0
Local----$0
Unspecified$0$0$0
Individual Contributions----$0
$0$0$0
$63,474$65,602$67,215
Investment Income, Net of Losses$974,804$605,722$212,494
Membership Dues$244,182$224,080$257,629
Special Events$413,721$322,181$241,702
Revenue In-Kind$25,218$29,666$0
Other$31,486$18,607$438,755
Expense Allocation
Fiscal Year201520142013
Program Expense$1,017,796$1,247,386$1,010,381
Administration Expense$271,371$277,366$240,637
Fundraising Expense$278,225$216,088$264,491
Payments to Affiliates----$0
Total Revenue/Total Expenses1.700.990.80
Program Expense/Total Expenses65%72%67%
Fundraising Expense/Contributed Revenue21%28%109%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$11,161,224$11,199,109$10,787,083
Current Assets$48,337$17,768$3,088,092
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$11,161,224$11,199,109$10,787,083
Short-Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long-Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountEwing Marion Kauffman Foundation $363,073 --Ten Ten Foundation $75,000
Second Highest Funding Source & Dollar AmountIndividual Donor $275,276 --Individual Donor $65,000
Third Highest Funding Source & Dollar AmountGreater Kansas City Community Foundation $121,625 --Greater Kansas City Community Foundation $63,205
Capital Campaign
Currently in a Capital Campaign? No
Campaign Purpose The goal of the campaign will be to ensure the long-term success and sustainability of the Truman Library and Museum and the Truman Library Institute.
Amount Raised to Date $0.00 as of 2008
Capital Campaign Anticipated in Next 5 Years Yes
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.

As such, the Institute’s FY2016 budget – when comparing income to expenses, and taking into account an intra-funds transfer of $412,000 which was raised in previous fiscal years – resulted in an actual Operating Net of $304,208, rather than the published Operating Net of -$107,792. 
 
Likewise, FY17 projections do not reflect an intra-funds projected transfer of $236,500 for a projected Operating Net of $316,353. 
Organization Name Harry S. Truman Library Institute for National & Intl. Affairs
Address 5151 Troost Ave, Ste 300
Kansas City, MO 64110
Primary Phone (816) 4001212
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