Civic Intelligence

The White House Endowment and Acquisition Trust

990 • Fiscal year 2020 • EIN 52-6898598

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 04, 2021

Organization ProfileN/A
740 Jackson Place NWWashington, DC 20006

(202) 789-1145

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$348,575

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

50th percentile

6.1%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$77,055,343

Up $4,460,425 (+6.1%) from 2019

Net Assets

Up

$77,027,341

Up $4,443,948 (+6.1%) from 2019

Liabilities

Up

$28,002

Up $16,477 (+143%) from 2019

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin87th percentile

Revenue

Up

$2,352,989

Up $264,460 (+13%) from 2019

Expenses

Down

$1,484,033

Down $18,540 (-1.2%) from 2019

Net Income

Up

$868,956

Up $283,000 (+48%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$150M$100M$50M$0Assets 2010: $39,313,305Liabilities 2010: $0Net Assets 2010: $39,313,3052010Assets 2011: $38,038,568Liabilities 2011: $225,873Net Assets 2011: $37,812,6952011Assets 2012: $43,024,880Liabilities 2012: $0Net Assets 2012: $43,024,8802012Assets 2013: $50,030,216Liabilities 2013: $0Net Assets 2013: $50,030,2162013Assets 2014: $51,855,588Liabilities 2014: $5,837Net Assets 2014: $51,849,7512014Assets 2015: $50,630,076Liabilities 2015: $8,623Net Assets 2015: $50,621,4532015Assets 2016: $54,288,036Liabilities 2016: $1,831Net Assets 2016: $54,286,2052016Assets 2017: $61,315,181Liabilities 2017: $413,823Net Assets 2017: $60,901,3582017Assets 2018: $63,660,526Liabilities 2018: $33,521Net Assets 2018: $63,627,0052018Assets 2019: $72,594,918Liabilities 2019: $11,525Net Assets 2019: $72,583,3932019Assets 2020: $77,055,343Liabilities 2020: $28,002Net Assets 2020: $77,027,3412020Assets 2021: $90,348,288Liabilities 2021: $0Net Assets 2021: $90,348,2882021Assets 2022: $76,621,278Liabilities 2022: $1,185Net Assets 2022: $76,620,0932022Assets 2023: $86,507,884Liabilities 2023: $68,813Net Assets 2023: $86,439,0712023Assets 2024: $105,455,094Liabilities 2024: $0Net Assets 2024: $105,455,0942024

Highlighted filing

2020

Assets$77,055,343
Liabilities$28,002
Net Assets$77,027,341
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $418,0202010Expenses 2011: $720,8952011Revenue 2012: $862,022Expenses 2012: $255,300Net Income 2012: $606,7222012Revenue 2013: $512,707Expenses 2013: $210,136Net Income 2013: $302,5712013Revenue 2014: $708,548Expenses 2014: $317,173Net Income 2014: $391,3752014Revenue 2015: $606,076Expenses 2015: $438,109Net Income 2015: $167,9672015Revenue 2016: $521,471Expenses 2016: $534,693Net Income 2016: -$13,2222016Revenue 2017: $247,871Expenses 2017: $783,573Net Income 2017: -$535,7022017Revenue 2018: $1,772,413Expenses 2018: $2,203,146Net Income 2018: -$430,7332018Revenue 2019: $2,088,529Expenses 2019: $1,502,573Net Income 2019: $585,9562019Revenue 2020: $2,352,989Expenses 2020: $1,484,033Net Income 2020: $868,9562020Revenue 2021: $4,552,550Expenses 2021: $1,384,370Net Income 2021: $3,168,1802021Revenue 2022: $3,534,868Expenses 2022: $1,099,275Net Income 2022: $2,435,5932022Revenue 2023: $3,402,559Expenses 2023: $999,879Net Income 2023: $2,402,6802023Revenue 2024: $3,500,909Expenses 2024: $961,702Net Income 2024: $2,539,2072024

Highlighted filing

2020

Revenue$2,352,989
Expenses$1,484,033
Net Income$868,956
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 4, 2021
Return Version
2019v5.2
Gross Receipts
$12,787,357
Mission and Program Overview

Mission

To support, in perpetuity, the preservation and conservation of the public rooms of the White House and its collection of fine and decorative arts.

To support the public rooms of the white house and its collection of fine and decorative arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$71,469,573$76,462,211▲ $4,992,638
Cash and Non-Interest-Bearing Accounts$393,245$574,120▲ $180,875
Savings and Temporary Cash Investments$733,417$311,347▼ $422,070
Prepaid Expenses and Deferred Charges$34,701$89,145▲ $54,444
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$72,594,918$77,055,343▲ $4,460,425
Other Assets Total$-36,018$-381,480▼ $345,462
Liabilities
Accounts Payable and Accrued Expenses$11,525$28,002▲ $16,477
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$11,525$28,002▲ $16,477
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$72,583,393$77,027,341▲ $4,443,948
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$72,583,393$77,027,341▲ $4,443,948
Total Liabilities and Net Assets / Fund Balance$72,594,918$77,055,343▲ $4,460,425

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$64,659,046$140,194▲ $5,570,568-$69,102,994
2018$63,627,005-▲ $2,534,614-$64,659,046
2017$60,901,358-▲ $4,928,793-$63,627,005
2016$54,286,205-▲ $7,392,195$777,042$60,901,358
2015$50,621,500-▲ $4,199,398$534,693$54,286,205
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Frederick J Ryan JrChairman
Stewart D McLaurinPresident
Anita B McbrideTrustee
Gail Berry WestTrustee
James I McdanielTrustee
Janet a HowardTrustee
John F W RogersTrustee
John T BehrendtTrustee
Knight KiplingerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Scott Group Custom Carpets LLCCarpet Service3232 KRAFT AVENUE SE STE A, Grand Rapids, MI 49521$224,650
Revenue and Support

Revenue Composition

Contributions and Grants
$140,144
Program Service Revenue
$0
Investment Income
$2,212,795
Other Revenue
$50
All Other Contributions
$140,144
Change in Net Assets
$868,956

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
Works of Art1$140,144Appraisal
Total Noncash Contributions1$140,144-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,266,668
Other Expenses$217,365
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,266,668--$1,266,668
Fees for Service Investment Mgmnt Fees-$217,219-$217,219
Office Expenses-$146$0$146
Total Functional Expenses$1,266,668$217,365$0$1,484,033
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The White HouseWashington, DC115See Part Iv$1,266,668
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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
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
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 11B:

“The form 990 is reviewed by the president, executive vice-president and senior controller of the related organization.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The compliance and conflict of interest policy is provided to each board member. The board members must sign stating they understand the policy and will comply with it and are asked to review it annually.”

FORM 990, PART VI, SECTION B, LINE 19:

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
White House Endowment and Acquisition Trust
EIN
52-6898598
In Care Of
% WHITE HOUSE HISTORICAL ASSOC
Phone
2027891145
Address
740 JACKSON PLACE NW, WASHINGTON, DC 20006

Signing Officer

Name
Stewart D Mclaurin
Title
President
Phone
2027891145
Signed
2021-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick J Ryan Jr
Formed
1998
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
6

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Marc Berger
Phone
7038930600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

FORM 990, SCHEDULE D, PART V, LINE 4:

“The net assets of the trust have been set aside by the board of trustees to function as a quasi-endowment to be maintained in perpetuity.”

Raw XML AppendixShowing 400 of 561 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/MissionDesc0TO SUPPORT, IN PERPETUITY, THE PRESERVATION AND CONSERVATION OF THE PUBLIC ROOMS OF THE WHITE HOUSE AND ITS COLLECTION OF FINE AND DECORATIVE ARTS.
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IRS990/OfficeExpensesGrp/TotalAmt0146
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0-36018
IRS990/OtherAssetsTotalGrp/EOYAmt0-381480
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034701
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt089145
IRS990/PrincipalOfficerNm0FREDERICK J RYAN JR
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYRevenuesLessExpensesAmt0585956
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01502573
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02088529
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0868956
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0733417
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0311347
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520749685
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WHITE HOUSE HISTORICAL ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt063627005
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02089744
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07392195
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0777042
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt050621500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt054286205
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04199398
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0534693
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE NET ASSETS OF THE TRUST HAVE BEEN SET ASIDE BY THE BOARD OF TRUSTEES TO FUNCTION AS A QUASI-ENDOWMENT TO BE MAINTAINED IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART V, LINE 4:
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt01266668
IRS990ScheduleI/RecipientTable/IRCSectionDesc0115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE WHITE HOUSE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 PENNSYLVANIA AVE
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020006

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,055,343
Liabilities
$28,002
Net assets
$77,027,341
Revenue
$2,352,989
Expenses
$1,484,033
Net income
$868,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$0.00$105$3.50$0.96$2.54
2023Detailed filing. Detailed filing data is available for this year.$86.5$0.07$86.4$3.40$1.00$2.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.6$0.00$76.6$3.53$1.10$2.44
2021Detailed filing. Detailed filing data is available for this year.$90.3$0.00$90.3$4.55$1.38$3.17
2020Detailed filing. Detailed filing data is available for this year.$77.1$0.03$77.0$2.35$1.48$0.87
2019Summary only. Only limited summary data is available for this year.$72.6$0.01$72.6$2.09$1.50$0.59
2018Detailed filing. Detailed filing data is available for this year.$63.7$0.03$63.6$1.77$2.20$0.43
2017Summary only. Only limited summary data is available for this year.$61.3$0.41$60.9$0.25$0.78$0.54
2016Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$0.52$0.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$50.6$0.01$50.6$0.61$0.44$0.17
2014Detailed filing. Detailed filing data is available for this year.$51.9$0.01$51.8$0.71$0.32$0.39
2013Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$0.51$0.21$0.30
2012Summary only. Only limited summary data is available for this year.$43.0$0.00$43.0$0.86$0.26$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$0.23$37.8$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$0.00$39.3$0.42
Peer Organizations

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