THE HARRY S TRUMAN LIBRARY INSTITUTE NATIONAL AND INTERNATIONAL AFFAIRS (EIN 436042632) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

MADELEINE MCDONOUGH

Phone

8164001212

Tax Period

2024-10-01 to 2025-09-30

THE HARRY S TRUMAN LIBRARY INSTITUTE NATIONAL AND INTERNATIONAL AFFAIRS, founded in 1957, is a community nonprofit in the Education sector that reported $5.4M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $827K, a strong 15% operating margin.

Mission

TO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,753,298

Program Service Revenue $55,676

Investment Income $720,366

Other Revenue $-142,805

TOTAL REVENUE $5,386,535

Expense Breakdown

Grants Paid $93,012

Salaries & Benefits $1,692,343

Fundraising Expenses $1,923,215

Program Expenses $2,103,395

Other Expenses $2,525,952

TOTAL EXPENSES $4,559,307

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,386,535	$5,770,708	-0.1%
Expenses	$4,559,307	$5,576,127	-0.2%
Net Income	$827,228	$194,581	+3.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$566,644

Total Directors

$415,640

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MORGAN A BURDEN	EXECUTIVE DIRECTOR/EX OFFICIO DIRECTOR	40.00	Officer Director	$328,300	$87,340	$415,640
MADELEINE MCDONOUGH	CHAIRMAN/DIRECTOR	1.00	Officer Director	$0	$0	$0
DAVID CAMPBELL	VICE CHAIR/DIRECTOR	1.00	Officer Director	$0	$0	$0
LISA HARDWICK	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
THOMAS R WILLARD	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
MARK ADAMS	EX OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER D BARTON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL M BLACK	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN CARNAHAN	DIRECTOR	1.00	Director	$0	$0	$0
DAN CRUMB	DIRECTOR	1.00	Director	$0	$0	$0
CLIFTON TRUMAN DANIEL	HONORARY CHAIR	1.00	Director	$0	$0	$0
JOSH EARNEST	DIRECTOR	1.00	Director	$0	$0	$0
KARI FREDERICKSON	DIRECTOR	1.00	Director	$0	$0	$0
HARVEY L KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE KEMPER BLACK	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY B KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET MCCANDLESS	DIRECTOR	1.00	Director	$0	$0	$0
ERIES LG MENTZER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER NELSON	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH NOTTBERG	DIRECTOR	1.00	Director	$0	$0	$0
KAREN D PACK	DIRECTOR	1.00	Director	$0	$0	$0
JASON C PARKER	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE A REED	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RIZZO	DIRECTOR	1.00	Director	$0	$0	$0
DONALD L SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
NEAL SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
MARNY SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
MEYER SOSLAND	DIRECTOR	1.00	Director	$0	$0	$0
URSULA TERRASI	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY TRIPLETT	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN WEIR	DIRECTOR	1.00	Director	$0	$0	$0
LISA A SULLIVAN	CFO/CAO	40.00	Officer	$139,207	$11,797	$151,004

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,386,535	$4,559,307	$22,940,504	$827,228
2024	$5,770,708	$5,576,127	$20,846,112	$194,581
2023	$5,018,691	$7,032,143	$17,341,554	$-2,013,452
2022	$3,123,926	$3,271,997	$16,879,903	$-148,071
2021	$13,205,100	$5,584,455	$16,489,738	$7,620,645
2020	$12,946,480	$17,160,308	$13,752,967	$-4,213,828
2019	$4,927,499	$4,058,744	$14,419,244	$868,755
2018	$4,794,561	$3,527,676	$13,733,703	$1,266,885

THE HARRY S TRUMAN LIBRARY INSTITUTE NATIONAL AND INTERNATIONAL AFFAIRS