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← THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION

Form 990 for tax year 2024

Filed by THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION.

Totals

Total revenue
$59,537,803
Total expenses
$9,063,459
Contributions and grants received
$57,199,755
Grants paid
$0
Program service revenue
$0
Investment income
$2,328,808
Other revenue
$9,240
Total assets, end of year
$244,533,670
Total liabilities, end of year
$45,875,652
Net assets or fund balances, end of year
$198,658,018
Program services expenses (Part IX)
$1,507,920
Management and general expenses
$5,562,784
Fundraising expenses
$1,992,755
Program service expenses (Part III)
$1,507,920

Program services were 16.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $2,657,913

  • 1f · All other contributions, gifts and grants

    $54,541,842

  • 1g · Noncash contributions included above

    $1,247,823

  • 3 · Investment income

    total $3,228,475 · excluded $3,228,475

  • 7a · Gross sales of assets other than inventory

    securities $1,042,320,537

  • 7b · Less cost or other basis and sales expenses

    securities $1,043,220,204

  • 7c · Gain or loss

    securities -$899,667

  • 7d · Net gain or loss

    total -$899,667 · excluded -$899,667

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $9,240 · related or exempt $9,240

  • 11e · Other revenue, total

    $9,240

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,393,432 · program services $454,134 · management and general $1,088,706 · fundraising $850,592

  • 7 · Other salaries and wages

    total $791,237 · program services $150,131 · management and general $359,912 · fundraising $281,194

  • 10 · Payroll taxes

    total $188,620 · program services $33,233 · management and general $105,797 · fundraising $49,590

  • 11b · Fees: legal

    total $636,045 · program services $31,778 · management and general $601,774 · fundraising $2,493

  • 11c · Fees: accounting

    total $70,191 · management and general $70,191

  • 11e · Fees: professional fundraising services

    total $501,071 · fundraising $501,071

  • 11g · Fees: other

    total $68,476 · program services $1,356 · management and general $67,120

  • 12 · Advertising and promotion

    total $478,279 · program services $19,131 · management and general $349,144 · fundraising $110,004

  • 13 · Office expenses

    total $66,966 · program services $3,918 · management and general $44,676 · fundraising $18,372

  • 14 · Information technology

    total $1,033,973 · program services $613 · management and general $1,024,144 · fundraising $9,216

  • 16 · Occupancy

    total $58,763 · program services $14,109 · management and general $36,564 · fundraising $8,090

  • 17 · Travel

    total $308,107 · program services $94,692 · management and general $149,834 · fundraising $63,581

  • 19 · Conferences, conventions and meetings

    total $241,377 · program services $127,292 · management and general $72,823 · fundraising $41,262

  • 20 · Interest

    total $10,400 · management and general $10,400

  • 21 · Payments to affiliates

    total $6,826 · program services $2,863 · management and general $3,138 · fundraising $825

  • 22 · Depreciation, depletion and amortization

    total $180,547 · management and general $180,547

  • 23 · Insurance

    total $272,611 · program services $25,796 · management and general $246,815

  • 24a · Other expenses: OPERATIONS CONSULTING

    total $595,687 · management and general $595,687

  • 24b · Other expenses: EXECUTIVE STORYTELLING

    total $309,885 · program services $229,885 · management and general $80,000

  • 24c · Other expenses: PROGRAMMING AND PARTNER

    total $297,097 · program services $297,097

  • 24d · Other expenses: OPERATING LEASE EXPENSE

    total $187,822 · management and general $187,822

  • 24e · All other expenses

    total $366,047 · program services $21,892 · management and general $287,690 · fundraising $56,465

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $40,802,400 · end of year $14,565,277

  • 2 · Savings and temporary cash investments

    end of year $47,415,376

  • 3 · Pledges and grants receivable

    beginning of year $26,999,120 · end of year $28,134,329

  • 9 · Prepaid expenses and deferred charges

    beginning of year $47,914 · end of year $88,272

  • 10a · Land, buildings and equipment: cost or other basis

    $2,958,851

  • 10b · Land, buildings and equipment: accumulated depreciation

    $218,022

  • 10c · Land, buildings and equipment, net

    beginning of year $2,803,279 · end of year $2,740,829

  • 11 · Investments: publicly traded securities

    beginning of year $62,103,398 · end of year $28,203,575

  • 14 · Intangible assets

    beginning of year $577,502 · end of year $459,405

  • 15 · Other assets

    beginning of year $51,433,913 · end of year $122,926,607

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,640,392 · end of year $13,463,069

  • 19 · Deferred revenue

    beginning of year $30,619,565 · end of year $31,560,160

  • 23 · Secured mortgages and notes payable

    beginning of year $260,000 · end of year $130,000

  • 25 · Other liabilities

    beginning of year $259,632 · end of year $722,423

  • 27 · Net assets without donor restrictions

    beginning of year $94,045,701 · end of year $133,615,111

  • 28 · Net assets with donor restrictions

    beginning of year $52,942,236 · end of year $65,042,907

Mission and programs · 2024

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.

  • AT 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.

    Expenses $1,507,920

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephen Beckham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kermit Roosevelt III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Vaughn Williams

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Spencer Zwick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Linda Pancratz

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Eileen Scheel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Victoria Chambers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kjersti Armstrong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Ted Roosevelt V

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Raymond David Vela

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Douglas Brinkley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Chevy Humphrey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Hilary Hamm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • David Saggau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Beth Myers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Edward O'Keefe

    CEO

    Total calculated
    $781,943
    From this org
    $725,663
    From related orgs
    $0
    Other
    $56,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $725,663
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $56,280
    Filer's total
    $781,943

  • Kay McConagha Started 62024

    EXECUTIVE DIRECTOR

    Total calculated
    $141,679
    From this org
    $130,508
    From related orgs
    $0
    Other
    $11,171
    Hours/week
    40

  • Robert Lauf

    DIRECTOR OF PROGRAMMING

    Total calculated
    $226,992
    From this org
    $214,326
    From related orgs
    $0
    Other
    $12,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,326
    Bonus
    $0
    Other
    $0
    Deferred
    $6,461
    Nontaxable benefits
    $6,205
    Filer's total
    $226,992

  • Kenneth Vein

    DIRECTOR OF DESIGN AND CON

    Total calculated
    $255,921
    From this org
    $248,453
    From related orgs
    $0
    Other
    $7,468
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,453
    Bonus
    $0
    Other
    $0
    Deferred
    $7,468
    Nontaxable benefits
    $0
    Filer's total
    $255,921

  • Diane Andolsek Left 92024

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $474,561
    From this org
    $439,385
    From related orgs
    $0
    Other
    $35,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $439,385
    Bonus
    $0
    Other
    $0
    Deferred
    $9,513
    Nontaxable benefits
    $25,663
    Filer's total
    $474,561

  • Daniel Muus

    CHEIF DEVELOPMENT OFFICER

    Total calculated
    $281,596
    From this org
    $247,103
    From related orgs
    $0
    Other
    $34,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,103
    Bonus
    $0
    Other
    $0
    Deferred
    $7,936
    Nontaxable benefits
    $26,557
    Filer's total
    $281,596

  • Matthew Briney Started 22024

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $182,407
    From this org
    $168,615
    From related orgs
    $0
    Other
    $13,792
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,615
    Bonus
    $0
    Other
    $0
    Deferred
    $4,513
    Nontaxable benefits
    $9,279
    Filer's total
    $182,407

  • Anthony Erickson

    ASSOCIATE DIRECTOR OF DESI

    Total calculated
    $167,290
    From this org
    $146,736
    From related orgs
    $0
    Other
    $20,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,736
    Bonus
    $0
    Other
    $0
    Deferred
    $4,707
    Nontaxable benefits
    $15,847
    Filer's total
    $167,290

  • Kathleen Jorgenson

    CONTROLLER

    Total calculated
    $142,992
    From this org
    $128,566
    From related orgs
    $0
    Other
    $14,426
    Hours/week
    40

  • Karen Corsica Left 112024

    ASST DIR INTERPRETATION & ENGAGEMENT

    Total calculated
    $128,856
    From this org
    $115,252
    From related orgs
    $0
    Other
    $13,604
    Hours/week
    40

  • Courtland Miller

    DIRECTOR OF PARTNERSHIPS

    Total calculated
    $104,016
    From this org
    $100,986
    From related orgs
    $0
    Other
    $3,030
    Hours/week
    40

  • Kristie Skunberg

    STEWARDSHIP MANAGER

    Total calculated
    $114,060
    From this org
    $103,574
    From related orgs
    $0
    Other
    $10,486
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • EAGLE RIDGE LODGE OF MEDORA LLC

    TO ACQUIRE, OWN AND MANAGE REAL ESTATE IN FURTHERANCE OF MEMBER'S PURPOSES. · ND · assets $1,196,195

    Directly controlled by THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION

  • 23 CROSSINGS LLC

    LAND HOLDING · ND · assets $852,331

    Directly controlled by THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
10 July 2025
IRS schema version
2024v5.2
Source object
202521979349300437

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