Theodore Roosevelt Assn
- Assets
- $1.4m
- Revenue
- $937.9k
- Investments
- $0.0
- Employees
- 2
- Location
- Oyster Bay, NY
- Founding
- 02/2000
- Data as of
- 06/2022
- EIN
- 13-5593999
Organization Overview
Theodore Roosevelt Assn is located in Oyster Bay, NY. The organization was established in 2000. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, Theodore Roosevelt Assn employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Theodore Roosevelt Assn is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Theodore Roosevelt Assn generated $937.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 15.6% each year . All expenses for the organization totaled $347.8k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PERPETUATE THE MEMORY AND IDEALS OF PRESIDENT THEODORE ROOSEVELT FOR PUBLIC BENEFIT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OTHER PROGRAMS INCLUDING TEDDY BEARS FOR KIDS PROGRAM, HOMEWARD BOUND FOR THE HOLIDAYS PROGRAM FOR USS THEODORE ROOSEVELT SAILORS, AND THE STRENUOUS LIFE TRIP PROGRAM
THE THEODORE ROOSEVELT ASSOCIATION JOURNAL, A SCHOLARLY JOURNAL PRODUCED SEVERAL TIMES A YEAR THAT IS A LEADING SOURCE OF NEW SCHOLARSHIP ABOUT TR, HIS LIFE, TIMES, AND LEGACY.
VARIOUS AWARDS SUCH AS THE WINGS OVER AMERICA SCHOLARSHIP FOUNDATION - SCHOLARSHIP AWARDS FOR DEPENDENT CHILDREN AND SPOUSES OF US NAVAL PERSONNEL WHO SERVED ONBOARD THE USS THEODORE ROOSEVELT AND THE TRA FELLOWSHIP TO THE PRESIDENTS AND FELLOWS OF HARVARD UNIVERSITY - TO SUPPORT VISITING SCHOLARS AND THEIR RELATED WORK IN THE STUDY OF THEODORE ROOSEVELT AT HOUGHTON LIBRARY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Howard Ehrlich CEO | OfficerTrustee | 30 | $48,000 |
William N Tilchin Im Past Pres | OfficerTrustee | 1.25 | $31,353 |
Lt Col Gregory A Wynn Usmc Vice President | OfficerTrustee | 1.25 | $0 |
Dr Alice George Vice President | OfficerTrustee | 1.25 | $0 |
Vadm David Architzel Usn Chairman& Pres | OfficerTrustee | 1.25 | $0 |
David A Folz Treasurer | OfficerTrustee | 1.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $99,600 |
| Fundraising events | $31,750 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $730,967 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $862,317 |
| Total Program Service Revenue | $1,050 |
| Investment income | $16,064 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $326 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $21,311 |
| Net Income from Fundraising Events | -$3,023 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $39,811 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $937,856 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $54,369 |
| Compensation of current officers, directors, key employees. | $11,048 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $57,195 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $6,932 |
| Payroll taxes | $8,534 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $15,043 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $37,950 |
| Advertising and promotion | $0 |
| Office expenses | $13,826 |
| Information technology | $2,770 |
| Royalties | $0 |
| Occupancy | $9,459 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,100 |
| Insurance | $4,555 |
| All other expenses | $6,217 |
| Total functional expenses | $347,787 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $258,200 |
| Savings and temporary cash investments | $162,808 |
| Pledges and grants receivable | $50,000 |
| Accounts receivable, net | $16,508 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $29,025 |
| Prepaid expenses and deferred charges | $8,307 |
| Net Land, buildings, and equipment | $2,933 |
| Investments—publicly traded securities | $869,448 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $807 |
| Total assets | $1,398,036 |
| Accounts payable and accrued expenses | $24,779 |
| Grants payable | $0 |
| Deferred revenue | $14,000 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $38,779 |
| Net assets without donor restrictions | $1,196,076 |
| Net assets with donor restrictions | $163,181 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,398,036 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Theodore Roosevelt Assn has recieved totaling $60,028.
| Awarding Organization | Amount |
|---|---|
Rob And Melani Walton Foundation Bentonviille, AR PURPOSE: CHARITABLE PROGRAMS | $50,000 |
Austin Community Foundation Austin, TX PURPOSE: 2021-2022 MEMBER DONATION | $5,200 |
Mote Scientific Foundation Inc Sarasota, FL PURPOSE: GENERAL | $2,500 |
Bahnik Foundation Inc Oyster Bay, NY PURPOSE: GENERAL PURPOSES | $2,200 |
Pfizer Foundation Inc New York, NY PURPOSE: MATCHING GIFTS | $95 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $33 |
Endowment Analysis
| Beg. Balance | $153,182 |
| Net Contributions | $35,581 |
| Other Expense | $25,582 |
| Ending Balance | $163,181 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
New York Historical Society New York, NY | $208,003,318 | $56,360,280 |
John E Andrus Memorial Inc Hastingsonhudson, NY | $34,101,989 | $32,146,743 |
Seventh Regiment Armory Conservancy Inc New York, NY | $306,083,724 | $25,857,761 |
American Society For Yad Vashem Inc New York, NY | $98,978,221 | $39,756,518 |
Friends Of The High Line Inc New York, NY | $106,621,000 | $20,114,000 |
World Monuments Fund Inc New York, NY | $56,711,356 | $20,259,179 |
Historic Hudson Valley Pocantico Hills, NY | $88,361,473 | $19,006,453 |
New England Historic Genealogical Society Inc Boston, MA | $58,526,477 | $13,569,592 |
Connecticut Trust For Historic Preservation Hamden, CT | $2,880,357 | $12,511,714 |
The Fort Ticonderoga Association Inc Ticonderoga, NY | $22,583,346 | $10,084,437 |
Historical Society Of Western Pennsylvania Pittsburgh, PA | $61,152,096 | $7,849,869 |
The Josef And Anni Albers Foundation Inc Bethany, CT | $32,115,057 | $7,525,828 |