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Theodore Roosevelt Association

Oyster Bay, NY · EIN 135593999 · Form 990 · FY2024 · NTEE A800 · Arts, Culture & Humanities · Medium ($1M-$10M) · theodoreroosevelt.org
revenue
$1.2M
expenses
$480K
net assets
$6.1M
employees
2
volunteers
45
program ratio
52%
mission · from form 990

To Perpetuate The Memory And Ideals of President Theodore Roosevelt For Public Benefit.

profile · synthesized from sources

The Theodore Roosevelt Association preserves and promotes the legacy of President Theodore Roosevelt through scholarly research, publications, and educational programs. It produces the Theodore Roosevelt Association Journal, supports academic fellowships, and administers scholarships for dependents of U.S. Navy personnel who served on the USS Theodore Roosevelt. The organization is headquartered in Oyster Bay, New York, and operates as a nonprofit dedicated to public education and historical preservation.

irs program accomplishments · form 990 part iii · fy2024

What they reported doing

  1. #1 primary $48K
    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.
  2. #2 $9K
    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.
named programs · 3 · from sources

What they call their work

TRA Fellowship to the Presidents and Fellows of Harvard University
Supports visiting scholars conducting research on Theodore Roosevelt at Houghton Library, Harvard University.
Theodore Roosevelt Association Journal
Scholarly journal published several times a year featuring new research on Theodore Roosevelt, his life, times, and legacy.
Wings Over America Scholarship Foundation
Provides scholarship awards to dependent children and spouses of U.S. Naval personnel who served on board the USS Theodore Roosevelt.
activities · 9 groups

What they do

  • Union-Linked Educational Scholarships 1 activity
    • Awarding scholarships to Navy dependents
      Provides scholarship awards to dependent children and spouses of U.S. naval personnel who served aboard the USS Theodore Roosevelt, supporting educational opportunities for military families.
  • Environmental Conservation Grantmaking 1 activity
    • Funding of research fellowships and grants
      Funds research on Theodore Roosevelt through multiple grantmaking initiatives, including a fellowship at Harvard University’s Houghton Library for visiting scholars and research grants via the Theodore Roosevelt Memorial Fund at the American Museum of Natural History in conservation and natural history.
  • Professional Conference & Symposium Organization 1 activity
    • Hosting of member events and conferences on Roosevelt scholarship
      Hosts events, conferences, and presentations for members and scholars focused on Theodore Roosevelt’s legacy, fostering dialogue and dissemination of historical research through gatherings and speaker programs.
  • Community Event-Based Giving Programs 1 activity
    • Operation of youth and community engagement programs
      Runs public engagement initiatives including Teddy Bears for Kids, which has distributed over 80,000 teddy bears to hospitalized children, and Theodore Roosevelt Public Speaking contests for high school students on themes from his life and legacy.
  • Historic Site Public Programming 1 activity
    • Organization of educational tours and public historian programs
      Organizes immersive public tours and multi-day events that explore landscapes, landmarks, and historical narratives connected to Theodore Roosevelt’s life and legacy, including themed tours in locations such as New Orleans and the Adirondacks, with programming led by TRA Public Historians.
  • Local History Preservation and Education 1 activity
    • Preservation and donation of historic sites and collections
      Preserves and donates key historical sites and archival materials associated with Theodore Roosevelt, including Sagamore Hill, the Birthplace, Theodore Roosevelt Island, Pine Knot, and major archival holdings transferred to institutions like the Library of Congress and Harvard University.
  • Academic Journal and Scholarly Publication 1 activity
    • Publication of scholarly journal on Theodore Roosevelt
      Produces and distributes a quarterly scholarly journal, the Theodore Roosevelt Association Journal, focused on new research about Theodore Roosevelt's life, times, and legacy. The journal has been published since 1975.
  • Recognition and Awards Programs 1 activity
    • Sponsorship of civic recognition awards
      Presents the Theodore Roosevelt Distinguished Service Medal and the Theodore Roosevelt Medal of Honor to individuals who have made significant contributions to public service, scholarship, science, and American public life, continuing Roosevelt’s ideals.
  • Neighborhood Revitalization Initiatives 1 activity
    • Support for urban and environmental improvement projects
      Has funded local revitalization and conservation efforts, including the East 20th Street Revitalization Project in Manhattan and financial support for the Theodore Roosevelt Bird Sanctuary in Oyster Bay.
financials · form 990 · fy2024
revenue
Total revenue$1.16M
Contributions & grants$279K24%
Program service revenue$00%
Investment income$847K73%
Other revenue$35K
expenses
Total expenses$480K
Program expenses52%
Admin / overhead37%
Fundraising11%
Salaries & benefits$217K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$6.13M
Cash$192K
Investments$5.90M
Liabilities$31K
Net assets$6.10M
Liquid reserves152.3 mo
6 years on record · 2019–2024 · YoY revenue +177.2%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 3
NameTitleHours/wkCompensation
Howard Ehrlich CEO 5 $75K
William N Tilchin Vice President 3 $32K
Dr Michael Patrick Cullinane Trustee 2 $12K
board members · 21
  • ADM Charles S Abbot — Trustee
  • Amy Krueger — Trustee
  • Andrew Roosevelt — Vice President
  • Capt David Ross Bryant USN — Trustee
  • Cordelia D Roosevelt — Trustee
  • David A Folz — Trustee
  • Dr Alice George — Trustee
  • Dr Henry J Hendrix II — Trustee
  • Elizabeth E Roosevelt — Asst. Treasurer
  • Gary P Kearney — Trustee
  • Hon French Hill — Trustee
  • June I Willson — Trustee
  • Lowell E Baier — Trustee
  • Lt Col Gregory A Wynn USMC — Chair & Pres
  • Michael F Moran — Treasurer
  • Michael S Harris — Trustee
  • Michael Sacopulos — Trustee
  • Nicole E Goldstein — Trustee
  • PW Parcells USN Ret — Trustee
  • Paula Pierce Beazley — Trustee
  • Robert Orr — Trustee
relationships · 45

Who they work with

  • American Historical Association Network — President of the American Historical Association
  • American Museum of Natural History Partner — Collaborates on research grants through the Theodore Roosevelt Memorial Fund
  • American Museum of Natural History Partner — Host institution for the Theodore Roosevelt Memorial Fund, which provides research grants in conservation and natural history.
  • American Museum of Natural History Partner — Partner organization collaborating on programs related to Theodore Roosevelt, including the Roosevelt Memorial Fund
  • Benjamin Harrison Government — Appointed Theodore Roosevelt to the federal Civil Service Commission in 1889.
  • Boone & Crockett Club Partner — Partner organization working with the TRA to preserve the memory of Theodore Roosevelt
  • Boone and Crockett Club Partner — Helped found the Boone and Crockett Club
  • Congress Government — Chartered the Theodore Roosevelt Association in 1920
  • Court of Arbitration at The Hague Government — First world leader to bring a case before the Court of Arbitration at The Hague
  • Dickinson State University Partner — Hosts the TRA Public Historian as Professor of History and Lowman Walton Chair of Theodore Roosevelt Studies.
  • Edith and Theodore Roosevelt Pine Knot Foundation Partner — Non-profit organization supported by the TRA to assume ownership and management of Pine Knot, Theodore Roosevelt's presidential retreat.
  • Employer Matching Gift Programs Partner — Participates in employer-sponsored matching gift programs to increase donation impact.
  • Friends of Sagamore Hill Partner — Partner organization supporting Sagamore Hill National Historic Site
  • Harvard University Partner — Collaborates to support visiting scholars studying Theodore Roosevelt at Houghton Library through the TRA Fellowship.
  • Harvard University Partner — Recipient of the TRA's research library holdings in 1943 and ongoing recipient of support for housing the Theodore Roosevelt Collection.
  • Home of Franklin D. Roosevelt National Historic Site Partner — Partner site preserving the Hyde Park, NY estate of Franklin D. Roosevelt
  • Houghton Library at Harvard University Partner — Partner institution housing the Theodore Roosevelt Collection for research on his life and times
  • Leon Czolgosz Government — Assassin of President William McKinley, whose attack led to Theodore Roosevelt assuming the presidency in 1901.
  • Library of Congress Partner — Partner institution holding Theodore Roosevelt's papers and a catalogue of motion pictures and sound recordings donated by the TRA
  • Library of Congress Partner — Recipient of the Theodore Roosevelt Association Motion Picture Collection.
  • Long Island University / Theodore Roosevelt Institute Partner — Partner academic institution collaborating on programs related to Theodore Roosevelt
  • National Collegiate Athletic Association Partner — Helped found the National Collegiate Athletic Association (NCAA)
  • National Park Service Government — Government agency managing multiple Theodore Roosevelt-related historic sites in partnership with the TRA
  • National Park Service Government — Partner in managing Theodore Roosevelt Birthplace and Sagamore Hill National Historic Sites, with consultation on use of endowed funds.
  • New England Historic Genealogical Society / American Ancestors Partner — Partner organization collaborating on genealogical and historical research related to Theodore Roosevelt
  • Pine Knot Partner — Maintains close ties for preservation of Roosevelt-related historic site
  • Pine Knot Partner — Partner site preserving the Roosevelt family's presidential retreat in Albemarle County, VA
  • Roosevelt Institute for American Studies Partner — Partner research institute in the Netherlands focused on the Roosevelt legacy
  • Roosevelt Study Center Partner — Collaborates with the TRA to support the Theodore Roosevelt American History Award for Dutch graduate students.
  • Sagamore Hill National Historic Site Partner — Maintains close ties for preservation of Roosevelt-related historic site
+ 15 more
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Immersive Historical Engagement
    methodology: place-based_historical_engagement
    By offering place-based tours and access to primary historical content like speeches, the organization deepens public connection to Roosevelt’s legacy because physical and narrative immersion creates more meaningful and memorable civic education than passive exposure.
  • Legacy-Based Civic and Leadership Development
    methodology: leadership_development_through_historical_legacy
    By applying Theodore Roosevelt's ideals, historical scholarship, and civic example to contemporary education and public engagement, the organization inspires future leaders and promotes active citizenship because experiential and values-driven learning fosters deeper personal and civic commitment.
  • Scholarly Research as Legacy Sustenance
    methodology: scholarly publication
    By funding research fellowships and producing scholarly publications, the organization advances academic understanding of Theodore Roosevelt’s life and impact because sustained intellectual engagement ensures enduring relevance and credibility of his legacy.