Civic Intelligence

The White House Endowment and Acquisition Trust

990 • Fiscal year 2018 • EIN 52-6898598

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 09, 2019

Organization ProfileN/A
740 Jackson PlaceWashington, DC 20006

(202) 789-1145

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.02x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

7th percentile

-24%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

55th percentile

3.8%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

615%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$63,660,526

Up $2,345,345 (+3.8%) from 2017

Net Assets

Up

$63,627,005

Up $2,725,647 (+4.5%) from 2017

Liabilities

Down

$33,521

Down $380,302 (-92%) from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin7th percentile

Revenue

Up

$1,772,413

Up $1,524,542 (+615%) from 2017

Expenses

Up

$2,203,146

Up $1,419,573 (+181%) from 2017

Net Income

Up

-$430,733

Up $104,969 (+20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$63,660,526
Liabilities$33,521
Net Assets$63,627,005
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$1,772,413
Expenses$2,203,146
Net Income-$430,733
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 9, 2019
Return Version
2017v2.3
Gross Receipts
$23,693,114
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$61,176,793$62,928,107▲ $1,751,314
Savings and Temporary Cash Investments$138,388$564,343▲ $425,955
Cash and Non-Interest-Bearing Accounts$0$484,911▲ $484,911
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$61,315,181$63,660,526▲ $2,345,345
Other Assets Total$0$-316,835▼ $316,835
Liabilities
Accounts Payable and Accrued Expenses$413,823$33,521▼ $380,302
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$413,823$33,521▼ $380,302
Net Assets / Fund Balance
Unrestricted Net Assets$60,901,358$63,627,005▲ $2,725,647
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$60,901,358$63,627,005▲ $2,725,647
Total Liabilities and Net Assets / Fund Balance$61,315,181$63,660,526▲ $2,345,345

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2014$51,849,751-▼ $790,189$438,062$50,621,500
2013$50,030,216-▲ $2,136,708$317,173$51,849,751
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
James I McdanielChairman
Anita McbrideTrustee
Gail Berry WestTrustee
Janet HowardTrustee
John F W RogersTrustee
John T BehrendtTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,772,413
Other Revenue
$0
Change in Net Assets
$-430,733

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,659,055
Revenue Not Reported on Financial Statements
$113,358
Revenue Not Reported on Form 990
$3,156,380
Total Revenue per Audited Statements
$4,815,435
Total Revenue per Form 990
$1,772,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,089,744
Other Expenses$113,402
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,089,744--$2,089,744
Fees for Service Investment Mgmnt Fees-$113,358-$113,358
Office Expenses-$44-$44
Total Functional Expenses$2,089,744$113,402$0$2,203,146

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,203,146
Expenses per Audited Statements$2,089,788
Total Expenses per Audited Statements$2,089,788
Expenses Not Reported on Financial Statements$113,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The White HouseWashington, DC115See Part Iv$2,089,744
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
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, SCHEDULE O, PART VI, SECTION B, LINE 11B:

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

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

“These documents are available upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Stewart D Mclaurin
Title
President
Phone
2027891145
Signed
2019-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James I Mcdaniel
Formed
1998
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
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, SCHEDULE O, 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 507 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/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES I MCDANIEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0775155
IRS990/PYInvestmentIncomeAmt0247871
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08418
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-535702
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0783573
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0247871
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-430733
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138388
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0564343
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
IRS990ScheduleA/SupportedOrganizationsCnt01
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
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0113402
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt060901358
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt063627005
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02089744
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04928793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt054286205
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt060901358
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07392195
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0777042
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt050621500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt054286205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04199398
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0534693
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt051849751
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt050621500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-790189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0438062
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt050030216
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt051849751
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02136708
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0317173
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0113358
IRS990ScheduleD/ExpensesSubtotalAmt02089788
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0113358
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0113358
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03156380
IRS990ScheduleD/RevenueNotReportedAmt03156380
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0113358
IRS990ScheduleD/RevenueSubtotalAmt01659055
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:
IRS990ScheduleD/TotalExpensesPerForm990Amt02203146
IRS990ScheduleD/TotalRevenuePerForm990Amt01772413
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04815435
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02089788
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt02089744
IRS990ScheduleI/RecipientTable/IRCSectionDesc0115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE WHITE HOUSE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 PENNSYLVANIA AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020006
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE WHITE HOUSE COLLECTION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE I, PART II, COLUMN (H):
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT, EXECUTIVE VICE-PRESIDENT AND SENIOR CONTROLLER.
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, SCHEDULE O, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE O, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, SCHEDULE O, PART VI, SECTION B, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, SCHEDULE O, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1WHHA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WHITE HOUSE HISTORICAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WHITE HOUSE ACQUISITION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0520749685
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1526808150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0740 JACKSON PLACE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1740 JACKSON PLACE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,660,526
Liabilities
$33,521
Net assets
$63,627,005
Revenue
$1,772,413
Expenses
$2,203,146
Net income
-$430,733
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