Civic Intelligence

Ronald Reagan Presidential Foundation and Institute

EIN 77-0054631 • 501(c)3 • Simi Valley, CA

Profile

THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS THE SOLE NONPROFIT ORGANIZATION CREATED BY PRESIDENT REAGAN CHARGED WITH ADVANCING HIS LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.

Refreshing map…

40 Presidential Drive 200Simi Valley, CA 93065-0600

www.reaganfoundation.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.06x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.55x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

39th percentile

$659,257

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Up

$455,154,567

Up $43,231,640 (+10%) from 2023

Liabilities

Down

$25,237,564

Down $1,729,867 (-6.4%) from 2023

Net Assets

Up

$429,917,003

Up $44,961,507 (+12%) from 2023

Revenue

Up

$46,003,934

Up $8,966,594 (+24%) from 2023

Expenses

Up

$39,543,782

Up $3,394,196 (+9.4%) from 2023

Net Income

Up

$6,460,152

Up $5,572,398 (+628%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2010: $236,663,740Liabilities 2010: $4,238,192Net Assets 2010: $232,425,5482010Assets 2011: $249,376,056Liabilities 2011: $2,242,379Net Assets 2011: $247,133,6772011Assets 2012: $266,764,409Liabilities 2012: $8,212,253Net Assets 2012: $258,552,1562012Assets 2013: $274,624,096Liabilities 2013: $7,961,477Net Assets 2013: $266,662,6192013Assets 2014: $292,433,726Liabilities 2014: $7,835,908Net Assets 2014: $284,597,8182014Assets 2015: $286,799,196Liabilities 2015: $8,482,519Net Assets 2015: $278,316,6772015Assets 2016: $305,444,144Liabilities 2016: $8,579,824Net Assets 2016: $296,864,3202016Assets 2017: $337,526,146Liabilities 2017: $8,555,226Net Assets 2017: $328,970,9202017Assets 2018: $363,007,743Liabilities 2018: $10,101,461Net Assets 2018: $352,906,2822018Assets 2019: $373,772,386Liabilities 2019: $11,572,625Net Assets 2019: $362,199,7612019Assets 2020: $376,200,829Liabilities 2020: $15,662,572Net Assets 2020: $360,538,2572020Assets 2021: $422,325,445Liabilities 2021: $17,069,578Net Assets 2021: $405,255,8672021Assets 2022: $386,530,675Liabilities 2022: $18,854,909Net Assets 2022: $367,675,7662022Assets 2023: $411,922,927Liabilities 2023: $26,967,431Net Assets 2023: $384,955,4962023Assets 2024: $455,154,567Liabilities 2024: $25,237,564Net Assets 2024: $429,917,0032024

Highlighted filing

2024

Assets$455,154,567
Liabilities$25,237,564
Net Assets$429,917,003

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $20,284,8672010Expenses 2011: $29,476,6562011Expenses 2012: $19,818,5942012Revenue 2013: $18,495,397Expenses 2013: $18,984,433Net Income 2013: -$489,0362013Revenue 2014: $27,361,976Expenses 2014: $19,764,011Net Income 2014: $7,597,9652014Revenue 2015: $22,868,459Expenses 2015: $20,600,341Net Income 2015: $2,268,1182015Revenue 2016: $34,960,756Expenses 2016: $26,552,714Net Income 2016: $8,408,0422016Revenue 2017: $42,466,176Expenses 2017: $23,845,811Net Income 2017: $18,620,3652017Revenue 2018: $40,883,341Expenses 2018: $24,993,212Net Income 2018: $15,890,1292018Revenue 2019: $34,329,943Expenses 2019: $29,197,253Net Income 2019: $5,132,6902019Revenue 2020: $23,208,280Expenses 2020: $26,137,754Net Income 2020: -$2,929,4742020Revenue 2021: $30,444,586Expenses 2021: $23,567,753Net Income 2021: $6,876,8332021Revenue 2022: $31,825,299Expenses 2022: $31,690,466Net Income 2022: $134,8332022Revenue 2023: $37,037,340Expenses 2023: $36,149,586Net Income 2023: $887,7542023Revenue 2024: $46,003,934Expenses 2024: $39,543,782Net Income 2024: $6,460,1522024

Highlighted filing

2024

Revenue$46,003,934
Expenses$39,543,782
Net Income$6,460,152

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$455$25.2$430$46.0$39.5$6.46
2023Summary only. Only limited summary data is available for this year.$412$27.0$385$37.0$36.1$0.89
2022Summary only. Only limited summary data is available for this year.$387$18.9$368$31.8$31.7$0.13
2021Summary only. Only limited summary data is available for this year.$422$17.1$405$30.4$23.6$6.88
2020Summary only. Only limited summary data is available for this year.$376$15.7$361$23.2$26.1$2.93
2019Summary only. Only limited summary data is available for this year.$374$11.6$362$34.3$29.2$5.13
2018Summary only. Only limited summary data is available for this year.$363$10.1$353$40.9$25.0$15.9
2017Summary only. Only limited summary data is available for this year.$338$8.56$329$42.5$23.8$18.6
2016Summary only. Only limited summary data is available for this year.$305$8.58$297$35.0$26.6$8.41
2015Summary only. Only limited summary data is available for this year.$287$8.48$278$22.9$20.6$2.27
2014Summary only. Only limited summary data is available for this year.$292$7.84$285$27.4$19.8$7.60
2013Summary only. Only limited summary data is available for this year.$275$7.96$267$18.5$19.0$0.49
2012Summary only. Only limited summary data is available for this year.$267$8.21$259$19.8
2011Summary only. Only limited summary data is available for this year.$249$2.24$247$29.5
2010Summary only. Only limited summary data is available for this year.$237$4.24$232$20.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 11, 2025
Return Version
2023v6.0
Gross Receipts
$48,796,110
Mission and Program Overview

Mission

The mission of the ronald reagan presidential foundation and institute is to complete president reagan's unfinished work and to preserve and promote the timeless principles he championed: individual liberty, economic opportunity, global democracy and national pride. President reagan's memory is preserved wonderfully at the world class museum located at the reagan presidential library, the largest and most visited library of its kind in the united states. The reagan institute proactively promotes president reagan's ideals and vision, as well as shares his leadership accomplishments that brought a country together and instilled enthusiasm and confidence among the american people. Additionally, for the benefit of generations to come, the reagan institute is a center for youth education and academic alliances, scholarly work, and substantive, issue-driven forums.

The mission of the ronald reagan presidential foundation and institute: (see schedule o) the mission of the ronald reagan presidential foundation and institute is to advance president reagan's legacy and principles: individual liberty, economic opportunity, freedom and democracy, peace through strength, and national pride.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$261,017,563$306,185,991▲ $45,168,428
Land, Buildings, and Equipment, Net$89,165,117$87,065,591▼ $2,099,526
Pledges and Grants Receivable$38,159,962$42,028,681▲ $3,868,719
Savings and Temporary Cash Investments$12,601,863$8,303,300▼ $4,298,563
Prepaid Expenses and Deferred Charges$1,157,747$2,561,479▲ $1,403,732
Inventories for Sale or Use$968,514$868,201▼ $100,313
Accounts Receivable$869,689$604,145▼ $265,544
Total Assets$411,922,927$455,154,567▲ $43,231,640
Other Assets Total$7,982,472$7,537,179▼ $445,293
Liabilities
Deferred Revenue$9,585,278$9,295,817▼ $289,461
Mortgage Notes Payable Secured by Investment Property$9,045,419$9,045,419→ $0
Other Liabilities$3,827,092$3,726,062▼ $101,030
Accounts Payable and Accrued Expenses$4,509,642$3,170,266▼ $1,339,376
Total Liabilities$26,967,431$25,237,564▼ $1,729,867
Net Assets / Fund Balance
Net Assets With Donor Restrictions$193,169,750$225,461,836▲ $32,292,086
Net Assets Without Donor Restrictions$191,785,746$204,455,167▲ $12,669,421
Total Net Assets Fund Balance$384,955,496$429,917,003▲ $44,961,507
Total Liabilities and Net Assets / Fund Balance$411,922,927$455,154,567▲ $43,231,640

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$55,477,978$61,026,552$116,504,530
Equipment$6,557,776$30,934,612$37,492,388
Land$24,227,916-$24,227,916
Other Land Buildings$801,921-$801,921
Other Securities$136,078,988--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$258,655,595$82,411▲ $40,856,921$1,952,209$297,642,718
2022$238,497,927$21,050,000▲ $20,687,231$21,579,563$258,655,595
2021$267,125,902$4,101,867▼ $31,000,502$1,729,340$238,497,927
2020$225,647,926$793,529▲ $42,127,801$1,443,354$267,125,902
2019$222,190,607-▲ $5,159,766$1,702,447$225,647,926
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger ZakheimDirector of the Reagan InsFT$455,769$203,488$659,257
John D HeubuschExecutive DirectorFT$507,500$59,193$566,693
Trulio David VPresident and Chief ExecutFT$489,840$22,417$512,257
Keegan Michelle PowersChief Development OfficerFT$266,731$77,103$343,834
Cochran Robert aDirector of Development -FT$264,846$75,344$340,190
Joanne M DrakeChief Administrative OfficFT$238,032$72,454$310,486
Giller Melissa MichelleChief Marketing OfficerFT$219,407$82,227$301,634
Fitzpatrick Mark EChief Digital Strategy OffFT$206,495$58,027$264,522
Karunaratne PriyanthiChief Financial OfficerFT$206,538$55,956$262,494
Tran Janet CAssociate Director of EducFT$180,098$47,041$227,139
Heist-levine DustinDirector of Major GiftsFT$174,613$49,233$223,846
Hoff Rachel MPolicy Director - WashingtFT$182,309$39,352$221,661
Javier Iii Almario DSenior Data Architect & SyFT$155,395$48,789$204,184
Rosen Katharine FletcherDirector of Development -FT$157,854$41,352$199,206

Highest Paid Contractors

ContractorServicesLocationCompensation
Prestige Maintenance & EventsMaintenance & ConstructionPO BOX 941723, Simi Valley, CA 93094$981,410
Bill Cloutier ElectricElectrician17446 STAGG ST, Northridge, CA 91325$309,228
Lundeen Studios - Joint ProjectsSculptor/statue Maker338 EAST 4TH STREET, Loveland, CO 80537$165,000
Snell & Wilmer LLPLegal1 EAST WASHINGTON ST SUITE 2700, Phoenix, AZ 85004$120,896
Norton Rose Fulbright US LLPLegalPO BOX 122613, Dallas, TX 75312$110,170
Revenue and Support

Revenue Composition

Contributions and Grants
$33,987,556
Program Service Revenue
$4,761,176
Investment Income
$4,233,624
Other Revenue
$3,021,578
All Other Contributions
$33,987,556
Change in Net Assets
$6,460,152

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded5,841$764,718
Total Noncash Contributions5,841$764,718

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,003,933
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39,658,516
Total Revenue per Audited Statements
$85,662,449
Total Revenue per Form 990
$46,003,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,022,671
Salaries, Compensation, and Employee Benefits$11,995,471
Total Fundraising Expense$4,271,160
Grants and Similar Amounts Paid$353,775
Professional Fundraising Fees$171,865

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,428,518$565,769$344,081$5,338,368
Depreciation Depletion$4,859,925--$4,859,925
All Other Expenses$2,715,446$853,642$884,205$4,453,293
Current Officers, Directors, Trustees, and Key Employees$2,612,186$411,749$1,095,616$4,119,551
Occupancy$3,015,789$119,041$129,483$3,264,313
Advertising$1,749,788$228$38,400$1,788,416
Fees for Services Other$946,307$243,658$248,940$1,438,905
Other Employee Benefits$903,625$112,808$139,952$1,156,385
Insurance$875,056$108,788-$983,844
Travel$420,732$130,280$255,358$806,370
Payroll Taxes$529,054$54,668$108,171$691,893
Pension Plan Contributions$456,557$84,379$148,338$689,274
Interest-$656,631-$656,631
Other Expenses$978,335$494,641$542,910$542,910
Grants to Domestic Individuals$353,775--$353,775
Information Technology$4,342$279,913-$284,255
Fees for Services Legal-$269,660-$269,660
Fees for Services Professional Fundraising--$171,865$171,865
Conferences and Meetings$93,816--$93,816
Fees for Services Accounting-$86,075-$86,075
Office Expenses$30,888$2,805-$33,693
Total Functional Expenses$30,792,247$4,480,375$4,271,160$39,543,782

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$40,664,762
Expenses per Audited Statements$39,543,782
Total Expenses per Form 990$39,543,782
Expenses Not Reported on Form 990$1,120,980
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$171,865
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$3,361,479
Financed Lease Liablity$364,583
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The trustees of the foundation can elect trustees. Proposed trustees require a majority vote to be elected to a 6 year term.

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

The 990 is reviewed with the audit committee of the board of trustees prior to filing. Board members review for minimum of 10 days prior to filing.

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

The staff monitors for any transactions which could give rise to a conflict of interest. The board of trustees is asked to respond to an annual questionnaire regarding any conflicts of which they may be aware. Any potential conflicts are first reviewed with the audit committee and then, if required, further reviewed and acted on as necessary by the board of trustees.

Form 990, Part VI, Section B, Line 15

> for 15a, board of trustees hired an independent search firm, interviewed multiple candidates, asked for and reviewed competitive compensation information supplied by the search firm and voted at a meeting of the board of trustees on the hiring and level of compensation for the finalist. Compensation of the president and chief executive officer, including any proposed changes, is reviewed at least annually by the board of trustees. >for 15b, select trustees are included in the interview process based upon recommendations of the president and chief executive officer. An independent search firm may be used and market/competitive salary information is evaluated. Staff compensation and proposed changes are reviewed annually by the board of trustees.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. A copy of the documents are available for inspection at 40 presidential dr., suite 200, simi valley, ca 93065

Filing and Contact Details

Filer

Filer Name
The Ronald Reagan Presidential
EIN
77-0054631
Phone
8055222977
Address
40 PRESIDENTIAL DRIVE 200, SIMI VALLEY, CA 93065-0600

Signing Officer

Name
Pree Karunaratne
Title
Chief Fin. Officer
Phone
8055222977
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Heubusch
Formed
1985
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
183
Volunteers
0

Preparer

Firm
Rose Snyder & Jacobs Llp
Address
15821 VENTURA BLVD STE 490, ENCINO, CA 91436
Preparer
Craig M Frye
Phone
8184610600
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

We are funded primarily through private gifts and donations, we honor the life of ronald reagan, one of the greatest and most admired presidents in american history. For the fiscal year, 258,977 visitors toured through the reagan library, of which 25,207 were student groups. Another 32,516 guests came up to the library's hilltop to participate in a program or event. Just over 2,200 guests attended in-person events and programs at our institute offices in washington, d.c. Over 375,000 guests viewed our event programming throughout fiscal year 2024, which aired on our youtube channel (www.youtube.com/reaganfoundation).

DECEMBER 1-2, 2023 | REAGAN NATIONAL DEFENSE FORUM:

>the annual convening brings together leaders from across the political spectrum and key stakeholders in the defense community, including members of congress, current and former administration officials, senior civilian and uniformed military leadership, industry executives, technology innovators, and thought leaders. Their mission is to review and assess policies that strengthen america's national defense in the context of the global threat environment. Rndf offers the defense community a chance to come together to discuss and debate how the united states can lead the world in an era of increasingly complex challenges and opportunities. Featured speakers included the hon. Lloyd austin, u.s. Secretary of defense, the hon. Gina raimondo, u.s. Secretary of commerce, and gen. C.q. Brown, chairman of the joint chiefs of staff. December 13, 2023 | author's workshop: laila ballout january 23, 2024 | author's workshop: ryan haddad january 25, 2024 | beyond the scif: national security and ai february and june, 2024 | reagan institute strategy group: >the reagan institute strategy group (risg) convenes leaders with extensive experience in national security to study, develop, and promote reagan-esque foreign policy principles and priorities for the 21st century. The group meets twice a year for policy discussions and to hear from a variety of political leaders. The 2024 risg convenings featured senate armed services committee chairman roger wicker, senator mike rounds, house foreign affairs committee chairman mike mccaul, lt. Gen. Keith kellogg, and former white house deputy chief of staff karl rove. February 13, 2024 | get me carlucci book event with author kristin carlucci weed march 6, 2024 | the search for reagan: the appealing intellectual conservatism of ronald reagan book event with author craig shirley march 19, 2024 | national security innovation base summit (nsib) and report card: >the second annual national security innovation base summit took place on march 19-20, 2024. At the summit, the institute launched the second iteration of its national security innovation base report card a first-of-its-kind assessment to measure the health, resilience, and effectiveness of america's innovation base and make policy recommendations. Distinguished speakers included the hon. Kathleen hicks, deputy secretary of defense, general michael guetlein, vice chief of space operations, and senators joni ernst of iowa and todd young of indiana. April 9, 2024 | "from beyond the bars: >the quest for freedom and democracy in russia" event co-sponsored with the mccain institute observing the two-year anniversary of the unjust imprisonment of russian journalist and democracy activist vladimir kara-murza. Rri policy director rachel hoff delivered remarks. April 11, 2024 | unraveling the gray area problem book event with author luke griffith may 2, 2024 | gwu + rri cold war dinner: >the cold war conference hosted with gwu at the reagan institute welcomed dozens of graduate students working on critical issues in the late cold war. The event allowed the institute to highlight reagan's role in ending the cold war, while developing a pipeline for reagan institute scholarly initiatives, especially its postdoctoral fellowship.

MAY 22-23, 2024 | REAGAN INSTITUTE SUMMIT ON EDUCATION:

>the reagan institute summit on education, or rise, is a bipartisan convening that examines the health of the american education system. Each year, rise brings together hundreds of leaders and key stakeholders in education including members of congress, governors, cabinet secretaries, higher education administrators, and leaders from the department of education and industry to examine the challenges and fortify the strengths of the u.s. Education system. The 2023 summit featured distinguished speakers including dr. Jill biden, first lady of the united states, the hon. Asa hutchinson, former governor of arkansas, the hon. Wes moore, governor of maryland, and the hon. James kvaal, u.s. Under secretary of education. June - july, 2024 | academy for civic education and democracy: >aced is rri's in-person 8-week summer program in washington, dc. Classes are held at the ronald reagan institute building and accredited by george washington university. The aced program is designed to foster the next generation of civic leaders. During the summer, undergraduate students immerse themselves in washington, dc for a profound and experiential learning experience. Students participate in an accredited course that provides them with the chance to explore history both within and beyond the classroom. Every week, they not only interact with influential figures from diverse sectors but also put their skills, knowledge, and network into practice through internships. This unique opportunity in washington, dc will empower students to begin their own leadership journey with confidence and tangible experiences. Featured speakers included: former vice chief of staff of the united states army, general jack keane; former united states secretary of homeland security, secretary jeh johnson; former ambassador-at-large for global women's issues, ambassador kelly currie. June 17, 2024 | reagan institute summer survey: >the reagan institute summer survey is a public opinion poll that assists elected officials, policymakers, and key stakeholders with understanding how americans view a wide array of foreign policy and national security matters. July 9, 2024 | an address by president zelenskyy on the 75th anniversary of the north atlantic treaty july 11, 2024 | age of reagan working group convening: >the age of reagan working groups focus on four subject areas that are both critical for president reagan's legacy and timely for our current political moment (international history of sdi, global reaganomics, presidential rhetoric, postwar conservatism and the new right). These working groups form the backbone of the age of reagan biennial conference and are designed to produce an authoritative collection of essays published by a top-tier university press while also serving as a hub of experts for additional projects. They are co-chaired by distinguished scholars and consist of 8-12 scholars each. July 25, 2024 | "foreign influence operations and american elections: risks and responses" event co-hosted with freedom house: >this event featured senator mark warner and representative brad wenstrup, along with experts, to discuss the challenges of disinformation. September 13-14, 2024 | reagan-jackson security dialogue: the reagan-jackson security dialogue, which was run in partnership with the henry jackson society and took place in cambridge, uk, brought together a bipartisan congressional delegation as well as members of parliament and key stakeholders from both the us and uk national security communities. Discussions focused on policies to strengthen allied defense in the context of the global threat environment, including the national security challenges posed by china and russia, and explored opportunities for deeper transatlantic cooperation. September 26-29, 2024 | peace through strength boot camp: >the peace through strength boot camp is an intensive four-day program in washington, d.c., run in partnership with the alexander hamilton society. The program aims to

Form 990, Part IX, Line 24E

Printing & publications: program service expenses 485,805. Management and general expenses 0. Fundraising expenses 28,610. Total expenses 514,415. Telephone & data: program service expenses 314,049. Management and general expenses 118,489. Fundraising expenses 733. Total expenses 433,271. Software licenses and maint (inc sales force): program service expenses 85,100. Management and general expenses 318,391. Fundraising expenses 0. Total expenses 403,491. Other costs: program service expenses 394,732. Management and general expenses 0. Fundraising expenses 6,686. Total expenses 401,418. Program administration: program service expenses 382,705. Management and general expenses 0. Fundraising expenses 0. Total expenses 382,705. Direct mail consulting fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 338,495. Total expenses 338,495. Bank fees and credit card fees: program service expenses 175,190. Management and general expenses 2,041. Fundraising expenses 79,894. Total expenses 257,125. Direct response digital: program service expenses 0. Management and general expenses 0. Fundraising expenses 210,001. Total expenses 210,001. Taxes & fees: program service expenses 18,599. Management and general expenses 150,319. Fundraising expenses 22,457. Total expenses 191,375. Payroll processing fee: program service expenses 136,734. Management and general expenses 27,368. Fundraising expenses 23,870. Total expenses 187,972. Dues and subscriptions: program service expenses 109,896. Management and general expenses 10,200. Fundraising expenses 40,798. Total expenses 160,894. Computer supplies: program service expenses 69,612. Management and general expenses 72,550. Fundraising expenses 206. Total expenses 142,368. Postage & fedex: program service expenses 45,325. Management and general expenses 6,395. Fundraising expenses 89,487. Total expenses 141,207. Equipment rentals: program service expenses 81,814. Management and general expenses 9,551. Fundraising expenses 15,832. Total expenses 107,197. Web services: program service expenses 59,892. Management and general expenses 43,611. Fundraising expenses 0. Total expenses 103,503. Outside service and fees: program service expenses 88,715. Management and general expenses 0. Fundraising expenses 0. Total expenses 88,715. Office supplies: program service expenses 57,823. Management and general expenses 25,100. Fundraising expenses 2,438. Total expenses 85,361. Museum support: program service expenses 76,990. Management and general expenses 0. Fundraising expenses 0. Total expenses 76,990. Staff incentives: program service expenses 26,312. Management and general expenses 23,295. Fundraising expenses 2,648. Total expenses 52,255. Speaker fees: program service expenses 45,523. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,523. Recruitment and background check: program service expenses 1,068. Management and general expenses 41,922. Fundraising expenses 520. Total expenses 43,510. Marketing expenses and research: program service expenses 31,820. Management and general expenses 0. Fundraising expenses 0. Total expenses 31,820. Staff training & education: program service expenses 16,212. Management and general expenses 13. Fundraising expenses 2,885. Total expenses 19,110. Direct mail caging & fillfullment: program service expenses 0. Management and general expenses 0. Fundraising expenses 18,412. Total expenses 18,412. Other expenses: program service expenses 1,620. Management and general expenses 4,397. Fundraising expenses 0. Total expenses 6,017. Uniforms expense: program service expenses 4,965. Management and general expenses 0. Fundraising expenses 233. Total expenses 5,198. Direct mail list management: program service expenses 4,945. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,945.

Financial Statement Notes

PART III, LINE 4:

National archives and records administration ("nara") maintains the collection for the foundation. Upon completion of the library's construction in 1991, nara assumed responsibility for the operation, security and maintenance of the library as a presidential archival depository. However, the operation and maintenance of certain portions of the campus, including the areas designed for the museum store, the air force one pavilion and the foundation offices remain the responsibility of the foundation. In february 2016 the foundation assumed responsibility for visitor services and operates the admissions area of the museum. Accounts receivable from nara amounted to $87,603 and $363,316 at september 30, 2024 and 2023, respectively.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold netted against revenue 1,175,635. Rental expenses netted against revenue 567,566. Provision for doubtful pledges -622,221. Sale of assets 36,180.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold netted against revenue 1,175,635. Rental expenses netted against revenue 567,566. Provision for doubtful pledges -622,221. Sale of assets

PART XII, LINE 4B - OTHER ADJUSTMENTS:

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER ZAKHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN D HEUBUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm2TRULIO DAVID V
IRS990/Form990PartVIISectionAGrp/PersonNm3COCHRAN ROBERT A
IRS990/Form990PartVIISectionAGrp/PersonNm4KEEGAN MICHELLE POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm5JOANNE M DRAKE
IRS990/Form990PartVIISectionAGrp/PersonNm6GILLER MELISSA MICHELLE
IRS990/Form990PartVIISectionAGrp/PersonNm7FITZPATRICK MARK E
IRS990/Form990PartVIISectionAGrp/PersonNm8KARUNARATNE PRIYANTHI
IRS990/Form990PartVIISectionAGrp/PersonNm9HOFF RACHEL M
IRS990/Form990PartVIISectionAGrp/PersonNm10TRAN JANET C
IRS990/Form990PartVIISectionAGrp/PersonNm11HEIST-LEVINE DUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm12ROSEN KATHARINE FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm13JAVIER III ALMARIO D
IRS990/Form990PartVIISectionAGrp/PersonNm14FREDERICK J RYAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm15CATHERINE G BUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm16RICK J CARUSO
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHAEL P CASTINE
IRS990/Form990PartVIISectionAGrp/PersonNm18ELAINE L CHAO
IRS990/Form990PartVIISectionAGrp/PersonNm19STEVE FORBES
IRS990/Form990PartVIISectionAGrp/PersonNm20BRADFORD M FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm21ANDREW J LITTLEFAIR
IRS990/Form990PartVIISectionAGrp/PersonNm22JOE LONSDALE
IRS990/Form990PartVIISectionAGrp/PersonNm23SUSAN R MCCAW
IRS990/Form990PartVIISectionAGrp/PersonNm24LACHLAN MURDOCH
IRS990/Form990PartVIISectionAGrp/PersonNm25PEGGY NOONAN
IRS990/Form990PartVIISectionAGrp/PersonNm26THEODORE B OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm27GERALD L PARSKY
IRS990/Form990PartVIISectionAGrp/PersonNm28JIM PATTISON
IRS990/Form990PartVIISectionAGrp/PersonNm29CONDOLEEZZA RICE
IRS990/Form990PartVIISectionAGrp/PersonNm30JOHN F W ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm31PAUL RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm32BEN C SUTTON JR
IRS990/Form990PartVIISectionAGrp/PersonNm33ROBERT H TUTTLE
IRS990/Form990PartVIISectionAGrp/PersonNm34PETE WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0570769
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1507500
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR OF THE REAGAN INS
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT AND CHIEF EXECUT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF DEVELOPMENT -
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF ADMINISTRATIVE OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF DIGITAL STRATEGY OFF
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9POLICY DIRECTOR - WASHINGT
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSOCIATE DIRECTOR OF EDUC
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF MAJOR GIFTS
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF DEVELOPMENT -
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR DATA ARCHITECT & SY
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt33TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt34TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-36180
IRS990/GainOrLossGrp/SecuritiesAmt0453033
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0353775
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0353775
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0353775
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01465828
IRS990/GrossReceiptsAmt048796110
IRS990/GrossRentsGrp/RealAmt01295474
IRS990/GrossSalesOfInventoryAmt02446878
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021

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