Civic Intelligence

White House Acquisition Trust

990 • Fiscal year 2013 • EIN 52-6808150

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization ProfileN/A
740 Jackson Place NWWashington, DC 20006

(202) 737-8292

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

24th percentile

0.06x

Higher debt load relative to revenue than 24% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

50th percentile

2.9%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

32nd percentile

-1.6%

Faster revenue growth than 32% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$7,222,352

Up $200,364 (+2.9%) from 2012

Net Assets

Up

$7,216,171

Up $194,183 (+2.8%) from 2012

Liabilities

Up

$6,181

Up $6,181 from 2012

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin64th percentile

Revenue

Down

$106,898

Down $1,763 (-1.6%) from 2012

Expenses

Up

$98,005

Up $69,991 (+250%) from 2012

Net Income

Down

$8,893

Down $71,754 (-89%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,421,401Liabilities 2010: $41,999Net Assets 2010: $6,379,4022010Assets 2011: $6,566,459Liabilities 2011: $68,000Net Assets 2011: $6,498,4592011Assets 2012: $7,021,988Liabilities 2012: $0Net Assets 2012: $7,021,9882012Assets 2013: $7,222,352Liabilities 2013: $6,181Net Assets 2013: $7,216,1712013Assets 2014: $7,154,884Liabilities 2014: $0Net Assets 2014: $7,154,8842014Assets 2015: $6,864,394Liabilities 2015: $13,543Net Assets 2015: $6,850,8512015Assets 2016: $7,027,576Liabilities 2016: $10,000Net Assets 2016: $7,017,5762016Assets 2017: $7,611,540Liabilities 2017: $0Net Assets 2017: $7,611,5402017Assets 2018: $7,692,606Liabilities 2018: $0Net Assets 2018: $7,692,6062018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$7,222,352
Liabilities$6,181
Net Assets$7,216,171
Open 2013 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $146,8682010Expenses 2011: $87,3412011Revenue 2012: $108,661Expenses 2012: $28,014Net Income 2012: $80,6472012Revenue 2013: $106,898Expenses 2013: $98,005Net Income 2013: $8,8932013Revenue 2014: $67,994Expenses 2014: $313,640Net Income 2014: -$245,6462014Revenue 2015: $89,658Expenses 2015: $186,996Net Income 2015: -$97,3382015Revenue 2016: $94,249Expenses 2016: $190,686Net Income 2016: -$96,4372016Revenue 2017: $71,098Expenses 2017: $15,555Net Income 2017: $55,5432017Revenue 2018: $168,321Expenses 2018: $117,642Net Income 2018: $50,6792018Revenue 2019: $208,874Expenses 2019: $128,649Net Income 2019: $80,2252019

Highlighted filing

2013

Revenue$106,898
Expenses$98,005
Net Income$8,893
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.0
Gross Receipts
$106,898
Mission and Program Overview

Mission

To encourage gifts from donors who desire to designate their contributions solely for acquisition of objects for the white house collection of fine and decorative arts.

To encourage support for acquisition of objects for the white house collection of fine arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,946,644$7,138,824▲ $192,180
Savings and Temporary Cash Investments$64,292$64,296▲ $4
Cash and Non-Interest-Bearing Accounts$11,052$19,232▲ $8,180
Total Assets$7,021,988$7,222,352▲ $200,364
Liabilities
Accounts Payable and Accrued Expenses$0$6,181▲ $6,181
Total Liabilities$0$6,181▲ $6,181
Net Assets / Fund Balance
Unrestricted Net Assets$7,021,988$7,216,171▲ $194,183
Total Net Assets Fund Balance$7,021,988$7,216,171▲ $194,183
Total Liabilities and Net Assets / Fund Balance$7,021,988$7,222,352▲ $200,364

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,484,647--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Frederick J RyanChairman
John T BehrendtTrustee
Knight KiplingerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$106,898
Other Revenue
$0
Change in Net Assets
$8,893

Audited Revenue Reconciliation

Revenue per Audited Statements
$105,925
Revenue Not Reported on Financial Statements
$973
Revenue Not Reported on Form 990
$185,290
Total Revenue per Audited Statements
$291,215
Total Revenue per Form 990
$106,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,019
Other Expenses$2,986
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,019--$95,019
Other Expenses-$2,013-$2,013
Fees for Service Investment Mgmnt Fees-$973-$973
Total Functional Expenses$95,019$2,986$0$98,005

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$98,005
Expenses per Audited Statements$97,032
Total Expenses per Audited Statements$97,032
Expenses Not Reported on Financial Statements$973
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--N/aTo Support the White House Collection.$95,019
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
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, Section B, Line 11

“The form 990 is reviewed by chairman of the board, president, administrative officer, accountant and audit committee.”

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

“The employee compliance and conflict of interest policy is found in the employee handbook which is provided to each 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, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

EIN
52-6808150
Phone
2027378292

Signing Officer

Name
Michael T Melton
Title
Executive Vice-president
Phone
2027378292
Signed
2014-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick J Ryan
Formed
1996
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
Subrina L Wood
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit oversight process remains unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The association believes that it has appropriate support for any tax positions taken, and therefore, does not have any uncertain tax positions that are material to the financial statements. The association believes it is no longer subject to u.s. Federal, state, and local income tax examinations by taxing authorities for years before 2010.”

Raw XML Appendix371 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND THEREFORE, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2010.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10THE WHITE HOUSE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101600 PENNSYLVANIA AVE NW
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY CHAIRMAN OF THE BOARD, PRESIDENT, ADMINISTRATIVE OFFICER, ACCOUNTANT AND AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EMPLOYEE COMPLIANCE AND CONFLICT OF INTEREST POLICY IS FOUND IN THE EMPLOYEE HANDBOOK WHICH IS PROVIDED TO EACH 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SALE OF ITEMS TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MAINTAIN & ACQUIRE FINE ARTS & FURNISHINGS OF THE WHITE HOUSE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LIN 11 TYPE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10740 JACKSON PLACE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11740 JACKSON PLACE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode020006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode120006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07021988
IRS990/TotalAssetsEOYAmt07222352
IRS990/TotalAssetsGrp/BOYAmt07021988
IRS990/TotalAssetsGrp/EOYAmt07222352
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02986
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095019
IRS990/TotalFunctionalExpensesGrp/TotalAmt098005
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt06181
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06181
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07021988
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07216171
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095019
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0106898
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106898
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07021988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07222352
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07021988
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07216171
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10740 JACKSON PLACE NW
IRS990/USAddress/City0WASHINGTON
IRS990/USAddress/State0DC
IRS990/USAddress/ZIPCode020006
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL T MELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02027378292
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHITE HOUSE ACQUISITION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0526808150
ReturnHeader/Filer/PhoneNum02027378292
ReturnHeader/Filer/USAddress/AddressLine10740 JACKSON PLACE NW
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521855942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TATE AND TRYON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102021 L STREET NW SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022932200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUBRINA L WOOD
ReturnHeader/ReturnTs02014-05-08T09:49:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,222,352
Liabilities
$6,181
Net assets
$7,216,171
Revenue
$106,898
Expenses
$98,005
Net income
$8,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.17$0.12$0.05
2017Summary only. Only limited summary data is available for this year.$7.61$0.00$7.61$0.07$0.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.03$0.01$7.02$0.09$0.19$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.86$0.01$6.85$0.09$0.19$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.07$0.31$0.25
2013Detailed filing. Detailed filing data is available for this year.$7.22$0.01$7.22$0.11$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$7.02$0.00$7.02$0.11$0.03$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$0.07$6.50$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$0.04$6.38$0.15