Skip to content
Nonprofiteer
← WHITE HOUSE HISTORICAL ASSOCIATION

Form 990 for tax year 2023

Filed by WHITE HOUSE HISTORICAL ASSOCIATION.

Totals

Total revenue
$72,929,674
Total expenses
$29,706,474
Contributions and grants received
$58,419,783
Grants paid
$0
Program service revenue
$0
Investment income
$4,366,937
Other revenue
$10,142,954
Total assets, end of year
$148,432,386
Total liabilities, end of year
$37,021,343
Net assets or fund balances, end of year
$111,411,043
Program services expenses (Part IX)
$13,914,603
Management and general expenses
$6,175,528
Fundraising expenses
$9,616,343
Program service expenses (Part III)
$13,914,603

Program services were 46.8% 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.

  • 1c · Fundraising events

    $1,412,000

  • 1f · All other contributions, gifts and grants

    $57,007,783

  • 1g · Noncash contributions included above

    $106,366

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,002,868 · excluded $1,002,868

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

    total $0 · related or exempt $0

  • 5 · Royalties

    total $151,608 · excluded $151,608

  • 6a · Gross rents

    real property $426,392

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $426,392 · personal property $0

  • 6d · Net rental income or loss

    total $426,392 · excluded $426,392

  • 7a · Gross sales of assets other than inventory

    securities $83,422,481

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

    securities $80,058,412

  • 7c · Gain or loss

    securities $3,364,069 · other assets $0

  • 7d · Net gain or loss

    total $3,364,069 · excluded $3,364,069

  • 8a · Fundraising events: gross income

    $350,500

  • 8a · Fundraising events: contributions included on line 1c

    $1,412,000

  • 8b · Fundraising events: direct expenses

    $1,011,940

  • 8c · Net income from fundraising events

    total -$661,440 · excluded -$661,440

  • 10a · Gross sales of inventory

    $21,873,811

  • 10b · Cost of goods sold

    $11,761,819

  • 10c · Net income from sales of inventory

    total $10,111,992 · related or exempt $10,111,992

  • 11a · Other revenue: MISCELLANEOUS

    total $114,402 · excluded $114,402

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $114,402

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $3,290,834 · program services $1,987,515 · management and general $247,095 · fundraising $1,056,224

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $4,650,232 · program services $2,518,978 · management and general $354,961 · fundraising $1,776,293

  • 8 · Pension plan contributions

    total $198,680 · program services $93,228 · management and general $19,609 · fundraising $85,843

  • 9 · Other employee benefits

    total $696,137 · program services $378,506 · management and general $78,150 · fundraising $239,481

  • 10 · Payroll taxes

    total $559,874 · program services $311,739 · management and general $53,069 · fundraising $195,066

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $81,634 · program services $0 · management and general $81,634 · fundraising $0

  • 11c · Fees: accounting

    total $370,942 · program services $0 · management and general $370,942 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $589,610 · fundraising $589,610

  • 11f · Fees: investment management

    total $84,509 · program services $0 · management and general $84,509 · fundraising $0

  • 11g · Fees: other

    total $6,926,972 · program services $2,234,098 · management and general $3,579,365 · fundraising $1,113,509

  • 12 · Advertising and promotion

    total $929,667 · program services $334,750 · management and general $250,781 · fundraising $344,136

  • 13 · Office expenses

    total $2,914,613 · program services $994,696 · management and general $221,494 · fundraising $1,698,423

  • 14 · Information technology

    total $273,062 · program services $53,257 · management and general $120,169 · fundraising $99,636

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $2,413,965 · program services $0 · management and general $2,413,965 · fundraising $0

  • 17 · Travel

    total $750,191 · program services $124,451 · management and general $100,437 · fundraising $525,303

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $803,924 · program services $205,932 · management and general $135,767 · fundraising $462,225

  • 20 · Interest

    total $0 · program services $0 · management and general $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $243,280 · program services $135,459 · management and general $23,060 · fundraising $84,761

  • 23 · Insurance

    total $136,025 · program services $0 · management and general $136,025 · fundraising $0

  • 24a · Other expenses: Selling Expenses

    total $2,758,595 · program services $2,609,218 · management and general $149,377

  • 24b · Other expenses: Miscellaneous

    total $607,633 · program services $195,386 · management and general $339,407 · fundraising $72,840

  • 24c · Other expenses: Dues and Subscriptions

    total $318,352 · program services $73,026 · management and general $120,778 · fundraising $124,548

  • 24d · Other expenses: Bad Debt Expense

    total $107,745 · management and general $745 · fundraising $107,000

  • 24e · All other expenses

    total -$2 · program services $1,664,364 · management and general -$2,705,811 · fundraising $1,041,445

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

    total $535,678 · program services $213,413 · management and general $7,726 · fundraising $314,539

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,731,552 · end of year $5,767,979

  • 2 · Savings and temporary cash investments

    beginning of year $277,862 · end of year $542,903

  • 3 · Pledges and grants receivable

    beginning of year $12,673,483 · end of year $52,607,954

  • 4 · Accounts receivable

    beginning of year $645,189 · end of year $819,235

  • 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

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $16,870,890 · end of year $14,008,233

  • 9 · Prepaid expenses and deferred charges

    beginning of year $795,420 · end of year $619,705

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

    $41,953,269

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

    $4,447,450

  • 10c · Land, buildings and equipment, net

    beginning of year $8,605,614 · end of year $37,505,819

  • 11 · Investments: publicly traded securities

    beginning of year $39,644,563 · end of year $17,023,798

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $20,412,882 · end of year $19,536,760

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,643,215 · end of year $10,974,680

  • 19 · Deferred revenue

    beginning of year $190,108 · end of year $226,698

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $24,156,987 · end of year $25,819,965

  • 27 · Net assets without donor restrictions

    beginning of year $42,039,584 · end of year $52,661,636

  • 28 · Net assets with donor restrictions

    beginning of year $23,627,561 · end of year $58,749,407

Mission and programs · 2023

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 $6,273,566 · Revenue $10,111,992

  • EDUCATION, CONFERENCES, SEMINARS, AND OTHER PROGRAMS: THE WHITE HOUSE HISTORICAL ASSOCIATION HAS SEVERAL PROGRAMS TO EDUCATE THE GENERAL-PUBLIC. IN PARTNERSHIP WITH THE SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY, THE ASSOCIATION HOSTED A COLLOQUIUM ON FOOD HISTORY AND THE WHITE HOUSE IN OCTOBER 2023. THE RUBENSTEIN CENTER CONTINUES TO HOST WHITE HOUSE HISTORY LIVE, A MONTHLY VIRTUAL PROGRAM. THIS PROGRAM HAD MORE THAN 600,000 VIEWS IN 2024. 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 2024, THE ASSOCIATION HOSTED ITS ANNUAL WHITE HOUSE HISTORY TEACHER INSTITUTE TO HELP PROVIDE TEACHERS WITH INFORMATION AND LESSON PLANS REGARDING WHITE HOUSE HISTORY. NEARLY 1,000 TEACHERS HAVE BEEN THROUGH OUR PROFESSIONAL DEVELOPMENT PROGRAMS, AND THROUGH THEM WE HAVE REACHED MORE THAN 520,000 STUDENTS. 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 $4,558,281

  • PUBLISHING: THE WHITE HOUSE HISTORICAL ASSOCIATION'S SCHOLARLY PRESS PRODUCES AWARD-WINNING TITLES 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 BOOKS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024 WERE: WINE AND THE WHITE HOUSE: A HISTORY (3RD EDITION), THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION (5TH EDITION), BLAIR HOUSE: THE PRESIDENT'S GUEST HOUSE (3RD EDITION), RECIPES FROM THE PRESIDENT'S RANCH: FOOD PEOPLE LIKE TO EAT (6TH PRINTING), THE WEST WING TOUR SCRIPT, THE HISTORY OF THE OVAL OFFICE, ROCCO KEEPS THE BEAT!: MUSIC AT THE WHITE HOUSE AND FIRST LADIES MAKE HISTORY. WHITE HOUSE HISTORY QUARTERLY ISSUES INCLUDED "THE WHITE HOUSE AND THE SEA," "ON THE MOVE," "MILITARY ROLES AND THE WHITE HOUSE," "AFTER THE WHITE HOUSE, "INAUGURAL TRADITIONS." THE CUMULATIVE INDEX TO THE QUARTERLY, WAS UPDATED IN 2024 TO INCLUDE ISSUES 1 THROUGH 70. THE ASSOCIATION'S BOOKS RECEIVED 28 NATIONAL AND INTERNATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: BEST BOOK, BENJAMIN FRANKLIN, COMMUNICATOR, ERIC HOFFER, NATIONAL INDIE EXCELLENCE, NEXT GENERATION INDIE, AND SHELF UNBOUND BEST INDIE.

    Expenses $2,354,746

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John FW Rogers

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Stewart McLaurin

    President

    Total calculated
    $521,865
    From this org
    $483,106
    From related orgs
    $0
    Other
    $38,759
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $363,106
    Bonus
    $120,000
    Other
    $0
    Deferred
    $23,514
    Nontaxable benefits
    $15,245
    Filer's total
    $521,865

  • Anita B McBride

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ashley Dabbiere

    Member at Large

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Barbara Perry

    Member at Large

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Benjamin C Sutton Jr

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Deneen C Howell

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Eula Adams

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Gahl Hodges Burt

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Gregory W Wendt

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Jean M Case

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Merlynn Carson

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Michael Beschloss

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Nicole Sexton

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Teresa Carlson

    Vice-Chairperson

    Total calculated
    $0
    Hours/week
    1

  • Tham Kannalikham

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Tina Tchen

    Member at Large

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Wayne AI Frederick

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Albert Lee

    Chief Financial Officer

    Total calculated
    $360,281
    From this org
    $337,809
    From related orgs
    $0
    Other
    $22,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,809
    Bonus
    $10,000
    Other
    $0
    Deferred
    $22,334
    Nontaxable benefits
    $138
    Filer's total
    $360,281

  • Colleen Shogan

    Senior VP & Director of the David M. Rubenstein Center

    Total calculated
    $167,215
    From this org
    $155,862
    From related orgs
    $0
    Other
    $11,353
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,862
    Bonus
    $0
    Other
    $0
    Deferred
    $8,908
    Nontaxable benefits
    $2,445
    Filer's total
    $167,215

  • Luci Shanahan

    Chief Retail Officer

    Total calculated
    $89,830
    From this org
    $89,265
    From related orgs
    $0
    Other
    $565
    Hours/week
    40

  • Marcia Anderson

    VP-Publications & Executive Editor

    Total calculated
    $280,058
    From this org
    $231,441
    From related orgs
    $0
    Other
    $48,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,441
    Bonus
    $6,000
    Other
    $0
    Deferred
    $18,020
    Nontaxable benefits
    $30,597
    Filer's total
    $280,058

  • Matthew Costello

    Chief Education Officer

    Total calculated
    $195,702
    From this org
    $163,893
    From related orgs
    $0
    Other
    $31,809
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,893
    Bonus
    $5,000
    Other
    $0
    Deferred
    $14,462
    Nontaxable benefits
    $17,347
    Filer's total
    $195,702

  • Rhett Wilson

    VP, DEVELOPMENT

    Total calculated
    $324,495
    From this org
    $294,872
    From related orgs
    $0
    Other
    $29,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,872
    Bonus
    $8,000
    Other
    $0
    Deferred
    $19,423
    Nontaxable benefits
    $10,200
    Filer's total
    $324,495

  • Sarah Fosdick

    Chief Development Officer

    Total calculated
    $118,046
    From this org
    $103,535
    From related orgs
    $0
    Other
    $14,511
    Hours/week
    40

  • Amanda Shifflett

    VP Marketing Communications and Engagment

    Total calculated
    $155,320
    From this org
    $142,060
    From related orgs
    $0
    Other
    $13,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,060
    Bonus
    $2,000
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $60
    Filer's total
    $155,320

  • Andrew Battaile Jr

    Associate VP of Development

    Total calculated
    $209,875
    From this org
    $179,673
    From related orgs
    $0
    Other
    $30,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,423
    Bonus
    $2,250
    Other
    $0
    Deferred
    $15,096
    Nontaxable benefits
    $15,106
    Filer's total
    $209,875

  • David Sweeney

    Senior Director, Corporate and Foundation Rel

    Total calculated
    $178,739
    From this org
    $165,951
    From related orgs
    $0
    Other
    $12,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,901
    Bonus
    $2,050
    Other
    $0
    Deferred
    $2,600
    Nontaxable benefits
    $10,188
    Filer's total
    $178,739

  • Kimberly Osborne

    VP of Board Engagement, Office of the Preside

    Total calculated
    $196,049
    From this org
    $163,832
    From related orgs
    $0
    Other
    $32,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,332
    Bonus
    $4,500
    Other
    $0
    Deferred
    $14,666
    Nontaxable benefits
    $17,551
    Filer's total
    $196,049

  • Robert Milam

    Retail Manager

    Total calculated
    $208,767
    From this org
    $160,850
    From related orgs
    $0
    Other
    $47,917
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $70,028
    Bonus
    $0
    Other
    $90,822
    Deferred
    $14,549
    Nontaxable benefits
    $33,368
    Filer's total
    $208,767

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
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202532279349303023

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.