THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION (EIN 471324043) - 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

2014

Legal Domicile

Principal Officer

KAY MCCONAGHA

Phone

9282665445

Tax Period

2025-01-01 to 2025-12-31

THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $69.5M in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $53.8M, a strong 77% operating margin.

Mission

THE THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS PLANNING, BUILDING, AND OVERSEEING OPERATIONS OF THE THEODORE ROOSEVELT PRESIDENTIAL LIBRARY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $68,619,068

Program Service Revenue $0

Investment Income $837,826

Other Revenue $80

TOTAL REVENUE $69,456,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,101,203

Fundraising Expenses $3,392,588

Program Expenses $8,339,583

Other Expenses $9,146,412

TOTAL EXPENSES $15,686,515

Year-over-Year Comparison

	2025	2024	Change
Revenue	$69,456,974	$59,537,803	+0.2%
Expenses	$15,686,515	$9,063,459	+0.7%
Net Income	$53,770,459	$50,474,344	+0.1%

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

N/A

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

$1,205,217

Total Directors

Key Employees

$972,098

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN BECKHAM	DIRECTOR	5.00	Director	$0	$0	$0
KERMIT ROOSEVELT III	DIRECTOR	5.00	Director	$0	$0	$0
VAUGHN WILLIAMS	TREASURER	5.00	Officer Director	$0	$0	$0
SPENCER ZWICK	DIRECTOR	5.00	Director	$0	$0	$0
EILEEN SCHEEL	DIRECTOR	5.00	Director	$0	$0	$0
VICTORIA CHAMBERS	DIRECTOR	5.00	Director	$0	$0	$0
TED ROOSEVELT V	DIRECTOR	5.00	Director	$0	$0	$0
DOUGLAS BRINKLEY	DIRECTOR	5.00	Director	$0	$0	$0
CHEVY HUMPHREY	DIRECTOR	5.00	Director	$0	$0	$0
HILARY HAMM	DIRECTOR	5.00	Director	$0	$0	$0
DAVID SAGGAU	DIRECTOR	5.00	Director	$0	$0	$0
BETH MYERS	DIRECTOR	5.00	Director	$0	$0	$0
DICK BOYCE	DIRECTOR (STARTED 5/25)	5.00	Director	$0	$0	$0
GRETCHEN STENEHJEM	DIRECTOR (STARTED 5/25)	5.00	Director	$0	$0	$0
MATTHEW SWIFT	DIRECTOR (STARTED 5/25)	5.00	Director	$0	$0	$0
ERIC JOLLY	DIRECTOR (STARTED 7/25)	5.00	Director	$0	$0	$0
BETH LASKI	DIRECTOR (STARTED 10/25)	5.00	Director	$0	$0	$0
DORIS KEARNS GOODWIN	DIRECTOR (STARTED 10/25)	5.00	Director	$0	$0	$0
EDWARD O'KEEFE	CEO	40.00	Officer	$794,995	$42,271	$837,266
KAY MCCONAGHA	COO/CFO	40.00	Officer	$339,661	$28,290	$367,951
ROBERT LAUF	EXECUTIVE DIRECTOR	40.00	Key Emp	$251,572	$13,600	$265,172
KENNETH VEIN	PROJECT EXECUTIVE	40.00	Key Emp	$228,043	$6,855	$234,898
DANIEL MUUS	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$231,197	$35,006	$266,203
MATTHEW BRINEY	CMO	40.00	Key Emp	$186,473	$19,352	$205,825
ANTHONY ERICKSON	DIRECTOR OF CONSTR.	40.00	Highest	$156,255	$21,065	$177,320
CHARLES VON BUCHWALD-WRIGHT	TECHNOLOGY DIRECTOR	40.00	Highest	$198,028	$14,167	$212,195
CHRISTOPHER BLACKWELL	VP OF LIBRARY OPS (STARTED 4/25)	40.00	Highest	$193,306	$13,249	$206,555
STEPHANIE BEWLEY	SR. DIRECTOR OF FINANCE	40.00	Highest	$153,213	$25,372	$178,585
SCOTT DO	CLOUD MANAGER	40.00	Highest	$139,961	$11,421	$151,382

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	$69,456,974	$15,686,515	$361,764,235	$53,770,459
2024	$59,537,803	$9,063,459	$244,533,670	$50,474,344
2023	$34,675,491	$5,223,363	$184,767,526	$29,452,128
2022	$71,858,584	$5,116,240	$143,698,009	$66,742,344
2021	$28,646,002	$14,079,459	$81,219,730	$14,566,543
2020	$37,534,588	$4,044,156	$74,650,492	$33,490,432
2020	$37,534,588	$4,044,156	$74,650,492	$33,490,432
2019	$11,839,742	$683,152	$11,498,353	$11,156,590
2018	$-873,191	$564,567	$173,924	$-1,437,758

THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION