Civic Intelligence

Theodore Roosevelt Presidential Library

EIN 47-1324043 • 501(c)3 • Bismarck, ND

Profile

Since 2014, the trplf has been planning and building a new, ambitious kind of presidential library. Others tell the story of a single individual, but the trpl will do more than preserve history. This will be a people's library, bringing roosevelt's values and relentless spirit to life at a critical time while championing the stories of all who "dare greatly, think boldly, care deeply, and live passionately." the library is being constructed in medora, nd, with a milestone planned for america's 250th anniversary. Participants at the trpl will learn from not just about roosevelt, being transformed in the same badlands that served as the fulcrum in his life story.guided by pillar principles of leadership, citizenship, and conservation, the trplf has partnered with innovative partners on the most sustainable presidential library and campus ever, a revolutionary approach to interpretive design, and programming that will spread the library's message beyond its walls.

401 E Main Ave 201Bismarck, ND 58501

trlibrary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.19x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.77x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Top Officer Pay

20th percentile

$781,943

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $1B+ nonprofits • Source year 2024

Asset Growth

93rd percentile

32%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

72%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$244,533,670

Up $59,766,144 (+32%) from 2023

Liabilities

Up

$45,875,652

Up $8,096,063 (+21%) from 2023

Net Assets

Up

$198,658,018

Up $51,670,081 (+35%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin97th percentile

Revenue

Up

$59,537,803

Up $24,862,312 (+72%) from 2023

Expenses

Up

$9,063,459

Up $3,840,096 (+74%) from 2023

Net Income

Up

$50,474,344

Up $21,022,216 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2016: $15,019,498Liabilities 2016: $91,661Net Assets 2016: $14,927,8372016Assets 2017: $15,085,288Liabilities 2017: $321,858Net Assets 2017: $14,763,4302017Assets 2018: $173,924Liabilities 2018: $98,252Net Assets 2018: $75,6722018Assets 2019: $11,498,353Liabilities 2019: $279,575Net Assets 2019: $11,218,7782019Assets 2020: $74,650,492Liabilities 2020: $29,848,879Net Assets 2020: $44,801,6132020Assets 2021: $81,219,730Liabilities 2021: $28,251,495Net Assets 2021: $52,968,2352021Assets 2022: $143,698,009Liabilities 2022: $27,359,812Net Assets 2022: $116,338,1972022Assets 2023: $184,767,526Liabilities 2023: $37,779,589Net Assets 2023: $146,987,9372023Assets 2024: $244,533,670Liabilities 2024: $45,875,652Net Assets 2024: $198,658,0182024

Highlighted filing

2024

Assets$244,533,670
Liabilities$45,875,652
Net Assets$198,658,018
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MRevenue 2016: $15,284,200Expenses 2016: $372,532Net Income 2016: $14,911,6682016Revenue 2017: $504,807Expenses 2017: $669,214Net Income 2017: -$164,4072017Revenue 2018: -$873,191Expenses 2018: $564,567Net Income 2018: -$1,437,7582018Revenue 2019: $11,839,742Expenses 2019: $683,152Net Income 2019: $11,156,5902019Revenue 2020: $37,534,588Expenses 2020: $4,044,156Net Income 2020: $33,490,4322020Revenue 2021: $28,646,002Expenses 2021: $14,079,459Net Income 2021: $14,566,5432021Revenue 2022: $71,858,584Expenses 2022: $5,116,240Net Income 2022: $66,742,3442022Revenue 2023: $34,675,491Expenses 2023: $5,223,363Net Income 2023: $29,452,1282023Revenue 2024: $59,537,803Expenses 2024: $9,063,459Net Income 2024: $50,474,3442024

Highlighted filing

2024

Revenue$59,537,803
Expenses$9,063,459
Net Income$50,474,344
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,533,670
Liabilities
$45,875,652
Net assets
$198,658,018
Revenue
$59,537,803
Expenses
$9,063,459
Net income
$50,474,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$245$45.9$199$59.5$9.06$50.5
2023Detailed filing. Detailed filing data is available for this year.$185$37.8$147$34.7$5.22$29.5
2022Detailed filing. Detailed filing data is available for this year.$144$27.4$116$71.9$5.12$66.7
2021Detailed filing. Detailed filing data is available for this year.$81.2$28.3$53.0$28.6$14.1$14.6
2020Detailed filing. Detailed filing data is available for this year.$74.7$29.8$44.8$37.5$4.04$33.5
2019Detailed filing. Detailed filing data is available for this year.$11.5$0.28$11.2$11.8$0.68$11.2
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.10$0.08$0.87$0.56$1.44
2017Detailed filing. Detailed filing data is available for this year.$15.1$0.32$14.8$0.50$0.67$0.16
2016Summary only. Only limited summary data is available for this year.$15.0$0.09$14.9$15.3$0.37$14.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 10, 2025
Return Version
2024v5.2
Gross Receipts
$1,102,758,007
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$47,415,376-
Investments in Publicly Traded Securities$62,103,398$28,203,575▼ $33,899,823
Pledges and Grants Receivable$26,999,120$28,134,329▲ $1,135,209
Cash and Non-Interest-Bearing Accounts$40,802,400$14,565,277▼ $26,237,123
Land, Buildings, and Equipment, Net$2,803,279$2,740,829▼ $62,450
Intangible Assets$577,502$459,405▼ $118,097
Prepaid Expenses and Deferred Charges$47,914$88,272▲ $40,358
Total Assets$184,767,526$244,533,670▲ $59,766,144
Other Assets Total$51,433,913$122,926,607▲ $71,492,694
Liabilities
Deferred Revenue$30,619,565$31,560,160▲ $940,595
Accounts Payable and Accrued Expenses$6,640,392$13,463,069▲ $6,822,677
Other Liabilities$259,632$722,423▲ $462,791
Mortgage Notes Payable Secured by Investment Property$260,000$130,000▼ $130,000
Total Liabilities$37,779,589$45,875,652▲ $8,096,063
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$94,045,701$133,615,111▲ $39,569,410
Net Assets With Donor Restrictions$52,942,236$65,042,907▲ $12,100,671
Total Net Assets Fund Balance$146,987,937$198,658,018▲ $51,670,081
Total Liabilities and Net Assets / Fund Balance$184,767,526$244,533,670▲ $59,766,144

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,436,985-$1,436,985
Buildings$1,196,194$130,391$1,326,585
Leasehold Improvements$81,871$16,540$98,411
Equipment$25,779$71,091$96,870
Other Assets Org$712,874--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,318,782$518▲ $254,503-$4,573,803
2023$4,175,900-▲ $142,882-$4,318,782
2022$188,930$4,005,000▼ $18,030-$4,175,900
2021$171,625$10,000▲ $7,305-$188,930
2020$66,335$100,000▲ $5,290-$171,625
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD O'KEEFECEOFT$725,663$56,280$781,943
Diane Andolsek Left 92024Deputy Executive DirectorFT$439,385$35,176$474,561
Daniel MuusCheif Development OfficerFT$247,103$34,493$281,596
Kenneth VeinDirector of Design and CONFT$248,453$7,468$255,921
Robert LaufDirector of ProgrammingFT$214,326$12,666$226,992
Matthew Briney Started 22024Chief Communications OfficerFT$168,615$13,792$182,407
Anthony EricksonAssociate Director of DesiFT$146,736$20,554$167,290
Kathleen JorgensonControllerFT$128,566$14,426$142,992
Kay Mcconagha Started 62024Executive DirectorFT$130,508$11,171$141,679
Karen Corsica Left 112024Asst Director Interpretation & EngagementFT$115,252$13,604$128,856
Kristie SkunbergStewardship ManagerFT$103,574$10,486$114,060
Courtland MillerDirector of PartnershipsFT$100,986$3,030$104,016

Board Members and Trustees

NameTitle
Linda PancratzChair
Beth MyersDirector
Chevy HumphreyDirector
David SaggauDirector
Douglas BrinkleyDirector
Eileen ScheelDirector
Hilary HammDirector
Kermit Roosevelt IiiDirector
Kjersti ArmstrongDirector
Raymond David VelaDirector
Spencer ZwickDirector
Stephen BeckhamDirector
Ted Roosevelt VDirector
Victoria ChambersDirector
Vaughn WilliamsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lathrop GpmAttorney500 IDS CENTER 80 SOUTH 8TH STREET, Minneapolis, MN 55402$465,264
Eide Bailly LLPAccountingPO BOX 1914, Bismarck, ND 58502$206,691
Local ProjectsExhibit Design123 WILLIAM STREET SUITE 801, New York, NY 10038$162,625
Global Impact Collective LLCMuseum Planning And Operations Consultan2528 S SIERRA MADRE, Palm Springs, CA 92264$123,702
-Outsourced Chief Technology Officer Serv1712 31ST AVE W, Seattle, WA 98199$122,919
Revenue and Support

Revenue Composition

Contributions and Grants
$57,199,755
Program Service Revenue
$0
Investment Income
$2,328,808
Other Revenue
$9,240
All Other Contributions
$54,541,842
Change in Net Assets
$50,474,344

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table3$976,142Fair Market Value (FMV)
Collectibles1$225,000Independent Appraisal
Other Non Cash Contri Table1$30,000Fair Market Value (FMV)
Other Non Cash Contri Table4$14,281Fair Market Value (FMV)
Other Non Cash Contri Table1$2,400Fair Market Value (FMV)
Total Noncash Contributions10$1,247,823-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,189,099
Salaries, Compensation, and Employee Benefits$3,373,289
Total Fundraising Expense$1,992,755
Professional Fundraising Fees$501,071
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$454,134$1,088,706$850,592$2,393,432
Information Technology$613$1,024,144$9,216$1,033,973
Other Salaries and Wages$150,131$359,912$281,194$791,237
Fees for Services Legal$31,778$601,774$2,493$636,045
Fees for Services Professional Fundraising--$501,071$501,071
Advertising$19,131$349,144$110,004$478,279
All Other Expenses$21,892$287,690$56,465$366,047
Travel$94,692$149,834$63,581$308,107
Insurance$25,796$246,815-$272,611
Conferences and Meetings$127,292$72,823$41,262$241,377
Payroll Taxes$33,233$105,797$49,590$188,620
Other Expenses$297,097$187,822-$187,822
Depreciation Depletion-$180,547-$180,547
Fees for Services Accounting-$70,191-$70,191
Fees for Services Other$1,356$67,120-$68,476
Office Expenses$3,918$44,676$18,372$66,966
Occupancy$14,109$36,564$8,090$58,763
Interest-$10,400-$10,400
Payments to Affiliates$2,863$3,138$825$6,826
Total Functional Expenses$1,507,920$5,562,784$1,992,755$9,063,459
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$501,071
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$722,423
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by an outside accountant and reviewed by the most senior financial employee and/or operations employee. The 990 is then reviewed by counsel. The finance committee reviews and recommends approval to the board. A copy of the 990 is provided to each board member prior to filing the return and the board gives final approval.”

Form 990, Part VI, Section B, Line 12C

“The foundation maintains a robust conflict of interest policy and process that is overseen by its governance committee. The policy requires all trustees, officers and employees to make annual disclosures of potential conflicts of interest, and specific disclosure of conflicts in connection with a particular transaction in which an individual has a conflict. The conflicted individual is excluded from participating in the discussion and decision-making on the transaction in which they have a conflict, and comparable data or competitive bids are required. Minutes document the foundation's compliance with its conflicts of interest policy, and the foundation periodically reviews its compliance with its policy.”

Form 990, Part VI, Section B, Line 15

“The board of directors uses comparability data to review and approve the compensation of the ceo and key employees on an annual basis. A compensation consultant is utilized every other year. All compensation is determined using comparable data and evaluated for reasonableness. The executive committee of the independent board of directors reviews and approves compensation arrangements. The basis for the board's determination is contemporaneously documented in the meeting minutes.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Theodore Roosevelt Presidential Library
EIN
47-1324043
Phone
9282665445
Address
401 E MAIN AVE 201, BISMARCK, ND 58501

Signing Officer

Name
Kay Mcconagha
Title
CFO
Phone
9282665445
Signed
2025-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kay Mcconagha
Formed
2014
Legal Domicile
Nd
Voting Board Members
15
Independent Board Members
15
Employees
35
Volunteers
15

Preparer

Firm
Brady Martz & Associates Pc
Address
2537 S UNIVERSITY DRIVE, FARGO, ND 58103
Preparer
Jeremy Ulmer CPA
Phone
7012802100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Bad debt recovery 11,000.”

Page 1 Box G

“This number is to satisfy irs form 990 reporting requirements and does not have a direct correlation to our gaap-reported revenues or available cash resources.”

Financial Statement Notes

PART III, LINE 4:

“Barnes collection (various tr related artifacts for display or research purposes) and morris archives (research for books to be digitized and available for scholars)”

PART V, LINE 4:

“Trplf will use endowment funds for the purpose of design, construction, and operation of the presidential library. In addition, a portion of the endowment is donor designated for k-12 educational programming.”

PART X, LINE 2:

“It is the opinion of management that the foundation has no signifcant uncertain tax positions that would be subject to change upon examination. The federal income tax returns of the foundation are subject to examination by the irs, generally for three years after they were filed. All tax filings are up-to-date.”

Raw XML AppendixShowing 400 of 963 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE 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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IRS990/Desc0AT THE CORE OF THE FOUNDATION'S MISSION TO EXPLORE THEODORE ROOSEVELT'S LIFE, LEGACY, AND ENDURING RELEVANCE SITS THE DEVELOPMENT OF A PHYSICAL PRESIDENTIAL LIBRARY AND MUSEUM IN MEDORA, NORTH DAKOTA, AND THE CREATION OF A PROGRAMMING PLATFORM THAT PROMOTES LEADERSHIP, CITIZENSHIP, AND CONSERVATION BEYOND THE BUILDING IN THE BADLANDS. IN 2024, SIGNIFICANT PROGRESS WAS MADE ON THE CONSTRUCTION OF THE LIBRARY, INCLUDING COMPLETION OF FOUNDATIONAL INFRASTRUCTURE, MAJOR STRUCTURAL ELEMENTS, AND SUSTAINABILITY FEATURES SUCH AS PHOTOVOLTAIC CANOPIES AND GEOTHERMIC WELLS. EDUCATIONAL OUTREACH EXPANDED NATIONALLY THROUGH THE LAUNCH OF TEACH TR, PROVIDING K12 CLASSROOMS WITH INNOVATIVE RESOURCES ON THEODORE ROOSEVELT'S LIFE, LEADERSHIP, AND LEGACY. CONSERVATION EFFORTS ADVANCED THROUGH THE NATIVE PLANTS PROJECT, SUPPORTING ECOLOGICAL RESTORATION AND THE FUTURE CREATION OF A LIVING PRAIRIE ROOF. PROGRAMMATIC INITIATIVES INCLUDED THE DEBUT OF THE SPEAKER SERIES, HIGHLIGHTED BY ARTHUR BROOKS, AND THE CONTINUED DEVELOPMENT OF IMMERSIVE EXHIBITS DESIGNED TO ENGAGE VISITORS IN HISTORY, LEADERSHIP, AND CIVIC ACTION.
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