Civic Intelligence

White House Association of Alabama

EIN 63-0870182 • 501(c)3 • Montgomery, AL

Profile

The object of this association shall be to preserve as a Confederate museum and library the home occupied by Jefferson Davis known as the First White House of the Confederacy situated in Montgomery, Alabama.

Po Box 1861Montgomery, AL 36102

www.thefirstwhitehouse.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$791,878

Up $16,108 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$791,878

Up $16,108 (+2.1%) from 2023

Revenue

Up

$63,776

Up $4,470 (+7.5%) from 2023

Expenses

Up

$78,730

Up $30,326 (+63%) from 2023

Net Income

Down

-$14,954

Down $25,856 (-237%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $467,070Liabilities 2011: $0Net Assets 2011: $467,0702011Assets 2012: $530,436Liabilities 2012: $0Net Assets 2012: $530,4362012Assets 2013: $565,136Liabilities 2013: $0Net Assets 2013: $565,1362013Assets 2014: $573,075Liabilities 2014: $0Net Assets 2014: $573,0752014Assets 2015: $602,360Liabilities 2015: $0Net Assets 2015: $602,3602015Assets 2016: $623,218Liabilities 2016: $0Net Assets 2016: $623,2182016Assets 2017: $722,914Liabilities 2017: $0Net Assets 2017: $722,9142017Assets 2018: $805,546Liabilities 2018: $0Net Assets 2018: $805,5462018Assets 2019: $804,138Liabilities 2019: $0Net Assets 2019: $804,1382019Assets 2021: $717,499Liabilities 2021: $0Net Assets 2021: $717,4992021Assets 2022: $699,929Liabilities 2022: $0Net Assets 2022: $699,9292022Assets 2023: $775,770Liabilities 2023: $0Net Assets 2023: $775,7702023Assets 2024: $791,878Liabilities 2024: $0Net Assets 2024: $791,8782024

Highlighted filing

2024

Assets$791,878
Liabilities$0
Net Assets$791,878

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $8,4002011Expenses 2012: $43,7992012Revenue 2013: $84,992Expenses 2013: $50,292Net Income 2013: $34,7002013Revenue 2014: $51,545Expenses 2014: $25,119Net Income 2014: $26,4262014Revenue 2015: $81,175Expenses 2015: $49,820Net Income 2015: $31,3552015Revenue 2016: $53,056Expenses 2016: $28,694Net Income 2016: $24,3622016Revenue 2017: $64,743Expenses 2017: $27,085Net Income 2017: $37,6582017Revenue 2018: $36,874Expenses 2018: $30,502Net Income 2018: $6,3722018Revenue 2019: $44,768Expenses 2019: $42,918Net Income 2019: $1,8502019Revenue 2021: $38,386Expenses 2021: $48,052Net Income 2021: -$9,6662021Revenue 2022: $46,116Expenses 2022: $63,686Net Income 2022: -$17,5702022Revenue 2023: $59,306Expenses 2023: $48,404Net Income 2023: $10,9022023Revenue 2024: $63,776Expenses 2024: $78,730Net Income 2024: -$14,9542024

Highlighted filing

2024

Revenue$63,776
Expenses$78,730
Net Income-$14,954

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$63,776
Mission and Program Overview

Mission

The object of this association shall be to preserve as a confederate museum and library the home occupied by jefferson davis known as the first white house of the confederacy situated in montgomery, alabama.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$775,770$791,878▲ $16,108
Investments Other Securities$748,131$754,404▲ $6,273
Inventories for Sale or Use$17,597$19,449▲ $1,852
Cash and Non-Interest-Bearing Accounts$10,042$18,025▲ $7,983
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$775,770$791,878▲ $16,108
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$775,770$791,878▲ $16,108
Total Liabilities and Net Assets / Fund Balance$775,770$791,878▲ $16,108

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$65,577--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol GoodwynChaplain
Georgia CarrollCorresponding Secretary
Susan PattonFirst Vice Regent
Cheryl WindslowHistorian
Ann TidmoreParliamentarian
Alice ThrasherRecording Secretary
Sallie FinneyRegent
Evalyn FreidenSecond Vice Regent
Claire FordhamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,534
Program Service Revenue
$0
Investment Income
$15,211
Other Revenue
$36,031
All Other Contributions
$9,052
Change in Net Assets
$-14,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,730
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$11,116$3,194-$14,310
Fees for Services Management$8,746--$8,746
Other Expenses$5,727$5,825-$5,727
Insurance-$3,437-$3,437
Office Expenses$2,138--$2,138
Advertising$1,498--$1,498
Fees for Services Accounting-$725-$725
Interest$165--$165
Total Functional Expenses$65,549$13,181$0$78,730
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$567
Fundraising Direct Expenses$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The treasurer provides the board with a copy prior to filing.

Form 990, Part VI, Section C, line 19

The financial statements, governing documents, and conflicts of interest policy are available upon re quest.

Filing and Contact Details

Filer

Filer Name
White House Association of Alabama
EIN
63-0870182
Phone
3342421861
Address
Po Box 1861, Montgomery, AL 36102

Signing Officer

Name
Sallie Finney
Title
Regent
Phone
3342421861
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sallie Finney
Formed
1901
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
4

Preparer

Firm
Parker Gill Eisen & Stevenson Pc
Address
4228 Lomac Street, Montgomery, AL 36106
Preparer
Julia L Stevenson
Phone
3342708061
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

Maintenance/Repairs: Program service expenses 3,369. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,369. Bank Service Charge: Program service expenses 0. Management and general expenses 3,194. Fundraising expenses 0. Total expenses 3,194. Sales Tax: Program service expenses 2,844. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,844. Utilities: Program service expenses 1,931. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,931. Flowers/Decorations: Program service expenses 1,407. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,407. Dues and Subscriptions: Program service expenses 755. Management and general expenses 0. Fundraising expenses 0. Total expenses 755. Gifts: Program service expenses 455. Management and general expenses 0. Fundraising expenses 0. Total expenses 455. Miscellaneous: Program service expenses 189. Management and general expenses 0. Fundraising expenses 0. Total expenses 189. Licenses: Program service expenses 166. Management and general expenses 0. Fundraising expenses 0. Total expenses 166.

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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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056435
IRS990ScheduleA/InvestmentIncomeCYPct00.25980
IRS990ScheduleA/InvestmentIncomePYPct00.25280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74020
IRS990ScheduleA/PublicSupportPY509Pct00.74720
IRS990ScheduleA/PublicSupportTotal509Amt0160792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010769
IRS990ScheduleA/Total509Grp/TotalAmt0160792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023226
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0217227
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0688827
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt165577
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Charles Schwab
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ServisFirst CD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0754404
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The treasurer provides the board with a copy prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The financial statements, governing documents, and conflicts of interest policy are available upon re quest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Maintenance/Repairs: Program service expenses 3,369. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,369. Bank Service Charge: Program service expenses 0. Management and general expenses 3,194. Fundraising expenses 0. Total expenses 3,194. Sales Tax: Program service expenses 2,844. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,844. Utilities: Program service expenses 1,931. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,931. Flowers/Decorations: Program service expenses 1,407. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,407. Dues and Subscriptions: Program service expenses 755. Management and general expenses 0. Fundraising expenses 0. Total expenses 755. Gifts: Program service expenses 455. Management and general expenses 0. Fundraising expenses 0. Total expenses 455. Miscellaneous: Program service expenses 189. Management and general expenses 0. Fundraising expenses 0. Total expenses 189. Licenses: Program service expenses 166. Management and general expenses 0. Fundraising expenses 0. Total expenses 166.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0775770
IRS990/TotalAssetsEOYAmt0791878
IRS990/TotalAssetsGrp/BOYAmt0775770
IRS990/TotalAssetsGrp/EOYAmt0791878
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012534
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013181
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065549
IRS990/TotalFunctionalExpensesGrp/TotalAmt078730
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0775770
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0791878
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065549
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0567
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050675
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063776
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0775770
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0791878
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1861
IRS990/USAddress/CityNm0Montgomery
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036102
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.thefirstwhitehouse.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sallie Finney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Regent
ReturnHeader/BusinessOfficerGrp/PhoneNum03342421861
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0White House Association of Alabama
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0630870182
ReturnHeader/Filer/PhoneNum03342421861
ReturnHeader/Filer/USAddress/AddressLine1Txt0Po Box 1861
ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631003744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKER GILL EISEN & STEVENSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04228 Lomac Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036106
ReturnHeader/PreparerPersonGrp/PhoneNum03342708061
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julia L Stevenson
ReturnHeader/ReturnTs02025-10-30T12:43:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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