Civic Intelligence

White House Historical Association

EIN 52-0749685 • 501(c)3 • Washington, DC

Profile

The white house historical association is a nonprofit educational association founded in 1961 for the purpose of enhancing the understanding, appreciation and enjoyment of the executive mansion. The proceeds from the sale of the association's books and products are used to fund the acquisition of historic furnishings for the permanent white house collection, assist in the preservation of public rooms and further its educational mission.

740 Jackson Place NWWashington, DC 20006

www.whitehousehistory.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.25x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.51x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

94th percentile

46%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

116%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$148,432,386

Up $46,774,931 (+46%) from 2023

Liabilities

Up

$37,021,343

Up $1,031,033 (+2.9%) from 2023

Net Assets

Up

$111,411,043

Up $45,743,898 (+70%) from 2023

Revenue

Up

$72,929,674

Up $39,168,914 (+116%) from 2023

Expenses

Up

$29,706,474

Up $1,795,647 (+6.4%) from 2023

Net Income

Up

$43,223,200

Up $37,373,267 (+639%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $48,585,265Liabilities 2011: $2,005,691Net Assets 2011: $46,579,5742011Assets 2012: $45,524,716Liabilities 2012: $2,033,649Net Assets 2012: $43,491,0672012Assets 2013: $47,786,999Liabilities 2013: $1,908,653Net Assets 2013: $45,878,3462013Assets 2014: $52,245,842Liabilities 2014: $1,528,030Net Assets 2014: $50,717,8122014Assets 2015: $48,650,494Liabilities 2015: $1,734,025Net Assets 2015: $46,916,4692015Assets 2016: $52,249,408Liabilities 2016: $3,646,302Net Assets 2016: $48,603,1062016Assets 2017: $54,634,271Liabilities 2017: $5,027,899Net Assets 2017: $49,606,3722017Assets 2018: $55,624,529Liabilities 2018: $4,563,734Net Assets 2018: $51,060,7952018Assets 2019: $59,663,959Liabilities 2019: $4,979,100Net Assets 2019: $54,684,8592019Assets 2020: $63,219,070Liabilities 2020: $5,800,285Net Assets 2020: $57,418,7852020Assets 2021: $70,614,346Liabilities 2021: $5,570,275Net Assets 2021: $65,044,0712021Assets 2022: $65,503,235Liabilities 2022: $9,025,923Net Assets 2022: $56,477,3122022Assets 2023: $101,657,455Liabilities 2023: $35,990,310Net Assets 2023: $65,667,1452023Assets 2024: $148,432,386Liabilities 2024: $37,021,343Net Assets 2024: $111,411,0432024

Highlighted filing

2024

Assets$148,432,386
Liabilities$37,021,343
Net Assets$111,411,043

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2011: $9,124,4572011Revenue 2012: $6,895,037Expenses 2012: $12,076,399Net Income 2012: -$5,181,3622012Revenue 2013: $9,735,420Expenses 2013: $9,296,068Net Income 2013: $439,3522013Revenue 2014: $14,884,189Expenses 2014: $11,104,185Net Income 2014: $3,780,0042014Revenue 2015: $12,053,451Expenses 2015: $15,325,075Net Income 2015: -$3,271,6242015Revenue 2016: $14,624,723Expenses 2016: $13,713,724Net Income 2016: $910,9992016Revenue 2017: $7,439,515Expenses 2017: $9,318,342Net Income 2017: -$1,878,8272017Revenue 2018: $16,985,357Expenses 2018: $16,847,370Net Income 2018: $137,9872018Revenue 2019: $20,912,164Expenses 2019: $17,531,797Net Income 2019: $3,380,3672019Revenue 2020: $19,604,563Expenses 2020: $18,640,082Net Income 2020: $964,4812020Revenue 2021: $21,703,882Expenses 2021: $18,763,512Net Income 2021: $2,940,3702021Revenue 2022: $24,577,182Expenses 2022: $25,043,000Net Income 2022: -$465,8182022Revenue 2023: $33,760,760Expenses 2023: $27,910,827Net Income 2023: $5,849,9332023Revenue 2024: $72,929,674Expenses 2024: $29,706,474Net Income 2024: $43,223,2002024

Highlighted filing

2024

Revenue$72,929,674
Expenses$29,706,474
Net Income$43,223,200

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$37.0$111$72.9$29.7$43.2
2023Summary only. Only limited summary data is available for this year.$102$36.0$65.7$33.8$27.9$5.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.5$9.03$56.5$24.6$25.0$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.6$5.57$65.0$21.7$18.8$2.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.2$5.80$57.4$19.6$18.6$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.7$4.98$54.7$20.9$17.5$3.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.6$4.56$51.1$17.0$16.8$0.14
2017Summary only. Only limited summary data is available for this year.$54.6$5.03$49.6$7.44$9.32$1.88
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.2$3.65$48.6$14.6$13.7$0.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$1.73$46.9$12.1$15.3$3.27
2014Summary only. Only limited summary data is available for this year.$52.2$1.53$50.7$14.9$11.1$3.78
2013Detailed filing. Detailed filing data is available for this year.$47.8$1.91$45.9$9.74$9.30$0.44
2012Summary only. Only limited summary data is available for this year.$45.5$2.03$43.5$6.90$12.1$5.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.6$2.01$46.6$9.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$165,761,845
Mission and Program Overview

Mission

The white house historical association is a nonprofit educational association founded in 1961 for the purpose of enhancing the understanding, appreciation and enjoyment of the executive mansion. The proceeds from the sale of the association's books and products are used to fund the the acquisition of historic furnishings for the permanent white house collection, assist in the preservation of public rooms and further its educational mission.

To educate the public about the white house and its history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$12,673,483$52,607,954▲ $39,934,471
Land, Buildings, and Equipment, Net$8,605,614$37,505,819▲ $28,900,205
Investments in Publicly Traded Securities$39,644,563$17,023,798▼ $22,620,765
Inventories for Sale or Use$16,870,890$14,008,233▼ $2,862,657
Cash and Non-Interest-Bearing Accounts$1,731,552$5,767,979▲ $4,036,427
Accounts Receivable$645,189$819,235▲ $174,046
Prepaid Expenses and Deferred Charges$795,420$619,705▼ $175,715
Savings and Temporary Cash Investments$277,862$542,903▲ $265,041
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$101,657,455$148,432,386▲ $46,774,931
Other Assets Total$20,412,882$19,536,760▼ $876,122
Liabilities
Other Liabilities$24,156,987$25,819,965▲ $1,662,978
Accounts Payable and Accrued Expenses$11,643,215$10,974,680▼ $668,535
Deferred Revenue$190,108$226,698▲ $36,590
Total Liabilities$35,990,310$37,021,343▲ $1,031,033
Net Assets / Fund Balance
Net Assets With Donor Restrictions$23,627,561$58,749,407▲ $35,121,846
Net Assets Without Donor Restrictions$42,039,584$52,661,636▲ $10,622,052
Total Net Assets Fund Balance$65,667,145$111,411,043▲ $45,743,898
Total Liabilities and Net Assets / Fund Balance$101,657,455$148,432,386▲ $46,774,931

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$35,085,256$2,690,951$37,776,207
Equipment$2,420,563$1,756,499$4,177,062
Other Assets Org$73,116--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$950,000$9,500,000--$10,450,000
2022$50,000$900,000--$950,000
2021$50,000---$50,000
2020$50,000---$50,000
2019$50,000---$50,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stewart McLaurinPresidentFT$363,106$158,759$521,865
Albert LeeChief Financial OfficerFT$327,809$32,472$360,281
Rhett WilsonVP, DevelopmentFT$286,872$37,623$324,495
Marcia AndersonVP-Publications & Executive EditorFT$225,441$54,617$280,058
Andrew Battaile JrAssociate VP of DevelopmentFT$177,423$32,452$209,875
Robert MilamRetail ManagerFT$70,028$138,739$208,767
Kimberly OsborneVP of Board Engagement, Office of the PresideFT$159,332$36,717$196,049
Matthew CostelloChief Education OfficerFT$158,893$36,809$195,702
David SweeneySenior Director, Corporate and Foundation RelFT$163,901$14,838$178,739
Colleen ShoganSenior VP & Director of the David M. Rubenstein CenterFT$155,862$11,353$167,215
Amanda ShifflettVP Marketing Communications and EngagmentFT$140,060$15,260$155,320
Sarah FosdickChief Development OfficerFT$103,535$14,511$118,046
Luci ShanahanChief Retail OfficerFT$89,265$565$89,830

Board Members and Trustees

NameTitle
John FW RogersChairman
Teresa CarlsonVice-Chairperson
Ashley DabbiereMember at Large
Barbara PerryMember at Large
Benjamin C Sutton JrMember at Large
Deneen C HowellMember at Large
Eula AdamsMember at Large
Gahl Hodges BurtMember at Large
Jean M CaseMember at Large
Merlynn CarsonMember at Large
Michael BeschlossMember at Large
Nicole SextonMember at Large
Tham KannalikhamMember at Large
Tina TchenMember at Large
Wayne AI FrederickMember at Large
Anita B McBrideSecretary
Gregory W WendtTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Chemart CompanyMerchandise Producer15 New England Way, Lincoln, RI 02284$10,976,245
Ralph ApplebaumConsulting Services88 Pine Street, New York, NY 10005$2,428,781
Frontrunner ProductionsEvent Production500 Penn Street NW Ste 200, Washington, DC 20002$1,556,191
Newport One INCMailing Services21 Railroad Avenue, Duxbury, MA 02332$705,969
Nobody Media LLCMedia Production926 N Street Rear NW Ste 1, Washington, DC 20001$624,716
Revenue and Support

Revenue Composition

Contributions and Grants
$58,419,783
Program Service Revenue
$0
Investment Income
$4,366,937
Other Revenue
$10,142,954
All Other Contributions
$57,007,783
Change in Net Assets
$43,223,200

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 AmountValuation Method
Securities Publicly Traded5$106,366Market value
Total Noncash Contributions5$106,366-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,721,107
Total Fundraising Expense$9,616,343
Salaries, Compensation, and Employee Benefits$9,395,757
Professional Fundraising Fees$589,610
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,234,098$3,579,365$1,113,509$6,926,972
Other Salaries and Wages$2,518,978$354,961$1,776,293$4,650,232
Current Officers, Directors, Trustees, and Key Employees$1,987,515$247,095$1,056,224$3,290,834
Office Expenses$994,696$221,494$1,698,423$2,914,613
Occupancy$0$2,413,965$0$2,413,965
Advertising$334,750$250,781$344,136$929,667
Conferences and Meetings$205,932$135,767$462,225$803,924
Travel$124,451$100,437$525,303$750,191
Other Employee Benefits$378,506$78,150$239,481$696,137
Fees for Services Professional Fundraising--$589,610$589,610
Payroll Taxes$311,739$53,069$195,066$559,874
Fees for Services Accounting$0$370,942$0$370,942
Information Technology$53,257$120,169$99,636$273,062
Depreciation Depletion$135,459$23,060$84,761$243,280
Pension Plan Contributions$93,228$19,609$85,843$198,680
Insurance$0$136,025$0$136,025
Other Expenses$73,026$745$107,000$107,745
Fees for Service Investment Mgmnt Fees$0$84,509$0$84,509
Fees for Services Legal$0$81,634$0$81,634
All Other Expenses$1,664,364$-2,705,811$1,041,445$-2
Total Functional Expenses$213,413$7,726$314,539$535,678
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,011,940
Professional Fundraising Fees$589,610
Fundraising Gross Income$350,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2023 Gala$1,762,500$350,500$369,966$-19,466
Event 2-$0-$0
Total Events$1,762,500$350,500$1,011,940$-661,440
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rou Liability$25,819,965
ROU Liability-
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, Line 11B Review of form 990 by governing body

The form is reviewed by the president and chief financial officer.

Form 990, Part VI, Line 12C Conflict of interest policy

The employee compliance and conflict of interest policy is found in the employee handbook which is provided to each whha employee upon employment. The employee must sign stating they understand the policy and will comply with it and the employees are asked to review their handbook annually.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The whha executive committee annually reviews the president's compensation. There are no other board officers who receive monetary compensation for their services to whha.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

The whha executive committee annually reviews the president's compensation. There are no other board officers who receive monetary compensation for their services to whha.

Form 990, Part VI, Line 19 Required documents available to the public

Whha makes these documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
White House Historical Association
EIN
52-0749685
Phone
2027378292
Address
740 JACKSON PLACE NW, WASHINGTON, DC 20006

Signing Officer

Name
Albert Lee
Title
CFO
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Formed
1961
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
17
Employees
110
Volunteers
17

Preparer

Firm
Bdo USA
Address
8401 GREENSBORO DR STE 800, MCLEAN, VA 22102-3599
Preparer
Todd Teresco
Phone
7038930600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A-4C Description of program services

(Expenses $ 728,010 including grants of $ 0)(Revenue $ 0) WEBSITE AND DIGITAL ASSETS: THE WHHA DIGITAL LIBRARY HOLDS MORE THAN 30,000 IMAGES OF THE WHITE HOUSE SPANNING ITS ENTIRE HISTORY, INCLUDING EXTERIOR VIEWS, IMAGES OF ROOMS AND FURNISHINGS, AND PHOTOS OF EVENTS INCLUDING INAUGURATIONS AND HOLIDAY CELEBRATIONS. IN SUPPORT OF THE ASSOCIATION'S EDUCATIONAL MISSION, EACH IMAGE HAS ACCOMPANYING HISTORICAL INFORMATION, PROVIDED FREE TO THE PUBLIC.

Form 990, Part IX, Line 11G Other Fees

PROFESSIONAL SERVICES - Total Expense: 2540412, Program Service Expense: 1613362, Management and General Expenses: 570647, Fundraising Expenses: 356403; PROMOTIONS AND EVENTS SERVICES - Total Expense: 2633632, Program Service Expense: 241624, Management and General Expenses: 1949621, Fundraising Expenses: 442387; CAPITAL PROJECT SERVICES - Total Expense: 693750, Program Service Expense: 218423, Management and General Expenses: 475327, Fundraising Expenses: 0; PODCAST SERVICES - Total Expense: 363633, Program Service Expense: 16869, Management and General Expenses: 329122, Fundraising Expenses: 17642; PHOTO/VIDEO SERVICES - Total Expense: 329993, Program Service Expense: 31007, Management and General Expenses: 3323, Fundraising Expenses: 295663; COMMUNICATION SERVICES - Total Expense: 200097, Program Service Expense: 0, Management and General Expenses: 200097, Fundraising Expenses: 0; WEB TECH SERVICES - Total Expense: 152955, Program Service Expense: 100313, Management and General Expenses: 51228, Fundraising Expenses: 1414; HONORARIUM AND SPEAKING FEES - Total Expense: 12500, Program Service Expense: 12500, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;

Form 990, Part XII, Line 2C

The audit oversight process remains unchanged from the prior year.

Financial Statement Notes

Schedule D, Part III, Line 4 Collections of art - description of collections

The collections preserve history and educate the public about the white house.

Schedule D, Part V, Line 4 Intended uses of endowment funds

To assist in the preservation of the white house and to educate the public about the history of the white house.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Whha and wheat are exempt from the payment of federal and state income taxes on income other than net unrelated business income under section 501(c)(3) of the internal revenue code and each entity has been classified by the internal revenue service as other than a private foundation. No provision for income taxes was recorded during the years ended september 30, 2024 and 2023 since whha and wheat had no significant unrelated business income. In accordance with u.s. Gaap, management has evaluated whha and wheat's tax positions and has concluded that whha and wheat have taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. Whha and wheat are generally no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for the years ended september 30, 2020 and prior.

Raw XML AppendixShowing 400 of 1,242 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/Form990PartVIISectionAGrp/TitleTxt16Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt17Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt19Senior VP & Director of the David M. Rubenstein Center
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chief Retail Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP-Publications & Executive Editor
IRS990/Form990PartVIISectionAGrp/TitleTxt22Chief Education Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP, DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24Chief Development Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP Marketing Communications and Engagment

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