Civic Intelligence

The White House Endowment and Acquisition Trust

990 • Fiscal year 2011 • EIN 52-6898598

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization ProfileN/A
740 Jackson Place NW20006
Siviq Scores

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

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

21st percentile

-3.2%

Faster asset growth than 21% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$38,038,568

Down $1,274,737 (-3.2%) from 2010

Net Assets

Down

$37,812,695

Down $1,500,610 (-3.8%) from 2010

Liabilities

Up

$225,873

Up $225,873 from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$720,895

Up $302,875 (+72%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2011

Assets$38,038,568
Liabilities$225,873
Net Assets$37,812,695
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$720,895
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$977,499
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.

Filing and Contact Details

Filer

EIN
52-6898598
Raw XML AppendixShowing 400 of 415 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/Form990ScheduleDPartXIV/Explanation0THE 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/Form990ScheduleDPartXIV/Explanation1THE 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 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
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IRS990ScheduleO/GeneralExplanation/Explanation1THE EMPLOYEE COMPLIANCE AND CONFLICT OF INTEREST POLICY IS FOUND IN THE EMPLOYEE HANDBOOK WHICH IS PROVIDED TO EACH WHET 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/GeneralExplanation/Explanation2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED LOSSES ON INVESTMENTS: -1,757,214.
IRS990ScheduleO/GeneralExplanation/Explanation4THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.
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IRS990/TotalLiabNetAssetsFundBalances/EOY038038568
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers05
IRS990/TotalNetAssetsFundBalances/BOY039313305
IRS990/TotalNetAssetsFundBalances/EOY037812695
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0658368
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0977499
IRS990/TotalRevenue/ExclusionAmount0977499
IRS990/TotalRevenuePriorYear0792311
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0977499
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY039313305
IRS990/UnrestrictedNetAssets/EOY037812695
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01998
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0526898598
ReturnHeader/Filer/Name/BusinessNameLine10WHITE HOUSE ENDOWMENT TRUST
ReturnHeader/Filer/NameControl0WHIT
ReturnHeader/Filer/Phone02027891145
ReturnHeader/Filer/USAddress/AddressLine10740 JACKSON PLACE NW
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020006
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0NEIL W HORSTMAN

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,038,568
Liabilities
$225,873
Net assets
$37,812,695
Revenue
-
Expenses
$720,895
Net income
-
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • $25M-$50M nonprofits