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Nonprofiteer
← WHITE HOUSE HISTORICAL ASSOCIATION

Form 990 for tax year 2022

Filed by WHITE HOUSE HISTORICAL ASSOCIATION.

Totals

Total revenue
$33,760,760
Total expenses
$27,910,827
Contributions and grants received
$19,000,385
Grants paid
$0
Program service revenue
$0
Investment income
$2,115,044
Other revenue
$12,645,331
Total assets, end of year
$101,657,455
Total liabilities, end of year
$35,990,310
Net assets or fund balances, end of year
$65,667,145
Program services expenses (Part IX)
$13,942,933
Management and general expenses
$6,523,408
Fundraising expenses
$7,444,486
Program service expenses (Part III)
$13,942,933

Program services were 50.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $19,000,385

  • 1g · Noncash contributions included above

    $358,953

  • 3 · Investment income

    total $1,711,925 · excluded $1,711,925

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $74,838 · excluded $74,838

  • 6a · Gross rents

    real property $400,222

  • 6c · Rental income or loss

    real property $400,222 · personal property $0

  • 6d · Net rental income or loss

    total $400,222 · excluded $400,222

  • 7a · Gross sales of assets other than inventory

    securities $16,927,826

  • 7b · Less cost or other basis and sales expenses

    securities $16,524,707

  • 7c · Gain or loss

    securities $403,119

  • 7d · Net gain or loss

    total $403,119 · excluded $403,119

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $21,057,188

  • 10b · Cost of goods sold

    $9,049,319

  • 10c · Net income from sales of inventory

    total $12,007,870 · related or exempt $12,007,870

  • 11a · Other revenue: MISCELLANEOUS

    total $162,401 · excluded $162,401

  • 11e · Other revenue, total

    $162,401

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,612,824 · program services $2,353,408 · fundraising $259,416

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $3,997,916 · program services $1,890,493 · management and general $575,697 · fundraising $1,531,726

  • 8 · Pension plan contributions

    total $174,006 · program services $58,612 · management and general $42,370 · fundraising $73,024

  • 9 · Other employee benefits

    total $541,322 · program services $267,126 · management and general $91,084 · fundraising $183,112

  • 10 · Payroll taxes

    total $432,117 · program services $260,310 · management and general $55,834 · fundraising $115,973

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $131,432 · management and general $131,432

  • 11c · Fees: accounting

    total $351,057 · management and general $351,057

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $652,108 · fundraising $652,108

  • 11f · Fees: investment management

    total $118,743 · management and general $118,743

  • 11g · Fees: other

    total $8,208,591 · program services $1,423,401 · management and general $5,657,059 · fundraising $1,128,131

  • 12 · Advertising and promotion

    total $869,609 · program services $281,665 · management and general $234,861 · fundraising $353,083

  • 13 · Office expenses

    total $3,361,007 · program services $1,934,225 · management and general $224,915 · fundraising $1,201,867

  • 14 · Information technology

    total $218,804 · program services $23,883 · management and general $133,605 · fundraising $61,316

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,283,572 · program services $773,233 · management and general $165,850 · fundraising $344,489

  • 17 · Travel

    total $589,547 · program services $123,053 · management and general $133,619 · fundraising $332,875

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $770,993 · program services $163,797 · management and general $201,704 · fundraising $405,492

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $241,849 · program services $145,692 · management and general $31,249 · fundraising $64,908

  • 23 · Insurance

    total $109,219 · management and general $109,219

  • 24a · Other expenses: SELLING EXPENSES

    total $2,201,052 · program services $2,189,063 · management and general $9,869 · fundraising $2,120

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $452,072 · program services $157,488 · management and general $107,010 · fundraising $187,574

  • 24c · Other expenses: MISCELLANEOUS

    total $338,016 · program services $200,245 · management and general $46,500 · fundraising $91,271

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $254,971 · fundraising $254,971

  • 26 · Joint costs (an allocation of the lines above)

    total $518,692 · program services $171,268 · management and general $8,367 · fundraising $339,058

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,051,880 · end of year $1,731,552

  • 2 · Savings and temporary cash investments

    beginning of year $336,295 · end of year $277,862

  • 3 · Pledges and grants receivable

    beginning of year $6,584,312 · end of year $12,673,483

  • 4 · Accounts receivable

    beginning of year $749,037 · end of year $645,189

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $12,678,642 · end of year $16,870,890

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,003,585 · end of year $795,420

  • 10a · Land, buildings and equipment: cost or other basis

    $12,809,495

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,203,881

  • 10c · Land, buildings and equipment, net

    beginning of year $3,270,950 · end of year $8,605,614

  • 11 · Investments: publicly traded securities

    beginning of year $37,892,970 · end of year $39,644,563

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $935,564 · end of year $20,412,882

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,769,989 · end of year $11,643,215

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $255,934 · end of year $190,108

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $24,156,987

  • 27 · Net assets without donor restrictions

    beginning of year $38,316,859 · end of year $42,039,584

  • 28 · Net assets with donor restrictions

    beginning of year $18,160,453 · end of year $23,627,561

Mission and programs · 2022

Mission

THE WHITE HOUSE HISTORICAL ASSOCIATION IS A NONPROFIT EDUCATIONAL ASSOCIATION FOUNDED IN 1961 FOR THE PURPOSE OF ENHANCING THE UNDERSTANDING, APPRECIATION AND ENJOYMENT OF THE EXECUTIVE MANSION. THE PROCEEDS FROM THE SALE OF THE ASSOCIATION'S BOOKS AND PRODUCTS ARE USED TO FUND THE ACQUISITION OF HISTORIC FURNISHINGS FOR THE PERMANENT WHITE HOUSE COLLECTION, ASSIST IN THE PRESERVATION OF PUBLIC ROOMS AND FURTHER ITS EDUCATIONAL MISSION.

Activities or mission (Part I)

TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY.

  • SALES OF BOOKS, THE OFFICIAL WHITE HOUSE ORNAMENT AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE.

    Expenses $5,944,009 · Revenue $12,007,869

  • EDUCATION, CONFERENCES, SEMINARS, AND OTHER PROGRAMS: THE WHITE HOUSE HISTORICAL ASSOCIATION HAS SEVERAL PROGRAMS TO EDUCATE THE GENERAL-PUBLIC. IN PARTNERSHIP WITH THE KLUGE CENTER AT THE LIBRARY OF CONGRESS, THE ASSOCIATION HOSTED A SYMPOSIUM ON THE WHITE HOUSE, THE PRESIDENCY, AND POPULAR CULTURE. THE RUBENSTEIN CENTER CONTINUES TO HOST WHITE HOUSE HISTORY LIVE, A MONTHLY VIRTUAL PROGRAM. THIS PROGRAM IN 2023 HAD ITS MOST VIEWS YET WITH MORE THAN 479,000 VIEWS. THE SLAVERY IN THE PRESIDENT'S NEIGHBORHOOD RESEARCH INITIATIVE WAS LAUNCHED IN FEBRUARY 2020. IT INCLUDES A LANDING PAGE ON THE ASSOCIATION'S WEBSITE FEATURING AN INTERACTIVE TIMELINE, AN INDEX OF IDENTIFIED ENSLAVED PEOPLE WHO WORKED AT THE WHITE HOUSE, A VIRTUAL TOUR OF THE DECATUR HOUSE SLAVE QUARTERS, AND NEW SCHOLARSHIP ON THE ENSLAVED AFRICAN AMERICANS WHO BUILT AND MAINTAINED THE WHITE HOUSE. IN JULY 2023, THE ASSOCIATION HOSTED ITS ANNUAL WHITE HOUSE HISTORY TEACHER INSTITUTE TO HELP PROVIDE TEACHERS WITH INFORMATION AND LESSON PLANS REGARDING WHITE HOUSE HISTORY. MORE THAN 80,000 STUDENTS HAVE BEEN REACHED THROUGH THE TEACHERS WHO HAVE PARTICIPATED IN OUR IN-PERSON AND VIRTUAL TEACHER TRAINING PROGRAMS. THE RUBENSTEIN CENTER HISTORIANS PROVIDED ROBUST CONTENT FOR THE ASSOCIATIONS WEBSITE AND SOCIAL MEDIA PLATFORMS AND ANSWERED QUERIES FROM THE PRESS AND THE GENERAL PUBLIC. THE HISTORIANS GAVE INTERVIEWS TO SIRIUS XM'S POTUS, THE ASSOCIATED PRESS, THE WASHINGTON POST, THE NEW YORK TIMES, NPR, USA TODAY, CNN, FOX FAMILY AND FRIENDS, AND OTHER MEDIA OUTLETS.

    Expenses $4,232,679

  • PUBLISHING: THE WHITE HOUSE HISTORICAL ASSOCIATION PRODUCES AWARD-WINNING BOOKS AND MAGAZINES ON A WIDE RANGE OF SUBJECTS RELATED TO THE HISTORY OF THE PRESIDENT'S HOUSE, FROM ITS ARCHITECTURE, GARDENS, FINE AND DECORATIVE ARTS TO THE PRESIDENTS AND FIRST LADIES WHO HAVE LIVED THERE OVER THE YEARS. SIGNIFICANT NEW PUBLICATIONS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2023 WERE: THE LEATHER BOUND DELUXE EDITION OF THE WHITE HOUSE: AN HISTORIC GUIDE, THE WHITE HOUSE: VISITORS' GUIDE, THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION, FURNISHING THE WHITE HOUSE: THE DECORATIVE ARTS COLLECTION, ROCCO AT THE WHITE HOUSE EASTER EGG ROLL, AND THE WHITE HOUSE: DESIGNED BY JAMES HOBAN, BUILT BY MANY HANDS! WHITE HOUSE HISTORY QUARTERLY ISSUES INCLUDED "THE WHITE HOUSE AND TELEVISION," "ART, ARTISTS, AND THE WHITE HOUSE," "THE WHITE HOUSE AND NEW YORK,"BEHIND THE SCENES." THE ASSOCIATION'S BOOKS RECEIVED 26 NATIONAL AND INTERNATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: AMERICAN BEST BOOK, BENJAMIN FRANKLIN, COMMUNICATOR, INDEPENDENT PUBLISHER, NATIONAL INDIE EXCELLENCE, NEW YORK CITY BIG BOOK, AND NEXT GENERATION INDIE BOOK.

    Expenses $2,421,460

  • WEBSITE AND DIGITAL ASSETS

    Expenses $1,344,785

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stewart McLaurin

    PRESIDENT

    Total calculated
    $447,546
    From this org
    $413,257
    From related orgs
    $0
    Other
    $34,289
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $338,257
    Bonus
    $75,000
    Other
    $0
    Deferred
    $20,339
    Nontaxable benefits
    $13,950
    Filer's total
    $447,546

  • Albert Lee

    CFO

    Total calculated
    $335,822
    From this org
    $315,585
    From related orgs
    $0
    Other
    $20,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,385
    Bonus
    $9,200
    Other
    $0
    Deferred
    $20,094
    Nontaxable benefits
    $143
    Filer's total
    $335,822

  • Rhett Wilson

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $301,912
    From this org
    $275,261
    From related orgs
    $0
    Other
    $26,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,111
    Bonus
    $7,150
    Other
    $0
    Deferred
    $17,110
    Nontaxable benefits
    $9,541
    Filer's total
    $301,912

  • Colleen Shogan

    SENIOR VP & DIR(THRU 5/2023)

    Total calculated
    $297,607
    From this org
    $276,986
    From related orgs
    $0
    Other
    $20,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,886
    Bonus
    $6,100
    Other
    $0
    Deferred
    $14,117
    Nontaxable benefits
    $6,504
    Filer's total
    $297,607

  • Marcia Anderson

    CHIEF PUBLICATION OFFICER

    Total calculated
    $260,335
    From this org
    $216,202
    From related orgs
    $0
    Other
    $44,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,802
    Bonus
    $5,400
    Other
    $0
    Deferred
    $16,117
    Nontaxable benefits
    $28,016
    Filer's total
    $260,335

  • Robert Milam

    RETAIL MANAGER

    Total calculated
    $219,530
    From this org
    $170,210
    From related orgs
    $0
    Other
    $49,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $68,401
    Bonus
    $101,809
    Other
    $0
    Deferred
    $13,286
    Nontaxable benefits
    $36,034
    Filer's total
    $219,530

  • Andrew Battaile Jr

    ASSOCIATE VP OF DEVELOPMENT

    Total calculated
    $201,636
    From this org
    $174,987
    From related orgs
    $0
    Other
    $26,649
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,787
    Bonus
    $2,200
    Other
    $0
    Deferred
    $12,837
    Nontaxable benefits
    $13,812
    Filer's total
    $201,636

  • Laura Wharton

    SENIOR DIRECTOR PRINCIPAL GIFT

    Total calculated
    $185,353
    From this org
    $157,873
    From related orgs
    $0
    Other
    $27,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,873
    Bonus
    $0
    Other
    $0
    Deferred
    $900
    Nontaxable benefits
    $26,580
    Filer's total
    $185,353

  • Kimberly Osborne

    DIRECTOR OF BOARD ENGAGEMENT

    Total calculated
    $181,514
    From this org
    $152,530
    From related orgs
    $0
    Other
    $28,984
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,730
    Bonus
    $3,800
    Other
    $0
    Deferred
    $12,557
    Nontaxable benefits
    $16,427
    Filer's total
    $181,514

  • Matthew Costello

    CHIEF EDUCATION OFFICER

    Total calculated
    $162,004
    From this org
    $133,996
    From related orgs
    $0
    Other
    $28,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,296
    Bonus
    $1,700
    Other
    $0
    Deferred
    $11,785
    Nontaxable benefits
    $16,223
    Filer's total
    $162,004

  • Amanda Shifflett

    VP MARKETING COMMUNICATIONS AN

    Total calculated
    $134,014
    From this org
    $123,039
    From related orgs
    $0
    Other
    $10,975
    Hours/week
    40

  • Chrstine Middleton

    CHIEF BRAND OFF. (THRU 7/2022)

    Total calculated
    $100,940
    From this org
    $100,166
    From related orgs
    $0
    Other
    $774
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $100,166
    Bonus
    $0
    Other
    $0
    Deferred
    $700
    Nontaxable benefits
    $74
    Filer's total
    $100,940

  • John F W Rogers

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Teresa Carlson

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Gregory W Wendt

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Anita B McBride

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eula Adams

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • John T Behrendt

    MEMBER AT LARGE (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Beschloss

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Gahl Hodges Burt

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Merlynn Carson

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Jean M Case

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Ashley Dabbiere

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Wayne Ai Frederick

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Deneen C Howell

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Tham Kannalikham

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Metta Krach

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Barbara Perry

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frederick J Ryan Jr

    MEMBER AT LARGE (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Benjamin C Sutton Jr

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Tina Tchen

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Katerine Malone-France

    EX-OFFICIO MEMBER(THRU 8/2023)

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202402279349300945

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