White House Historical Association
- Assets
- $70.6m
- Revenue
- $21.7m
- Investments
- $0.0
- Employees
- 84
- Location
- Washington, DC
- Founding
- 04/1963
- Data as of
- 09/2021
- EIN
- 52-0749685
Organization Overview
White House Historical Association is located in Washington, DC. The organization was established in 1963. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 09/2021, White House Historical Association employed 84 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. White House Historical Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, White House Historical Association generated $21.7m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 10.3% each year . All expenses for the organization totaled $18.8m during the year ending 09/2021. While expenses have increased by 3.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
PUBLICATIONS: THE WHITE HOUSE HISTORICAL ASSOCIATION PRODUCES AWARD-WINNING BOOKS AND JOURNALS 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, 2020 WERE: RECIPES FROM THE PRESIDENT'S RANCH: FOOD PEOPLE LIKE TO EAT, WINE AND THE WHITE HOUSE: A HISTORY, AND THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION. THE ASSOCIATIONS BOOK RECEIVED 27 NATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: BEN FRANKLIN AWARDS, BEST BOOKS AWARDS, COMMUNICATOR, ERIC HOFFER, INDEPENDENT PUBLISHERS, NATIONAL INDIE EXCELLENCE AWARDS, AND NEXT GENERATION INDIE BOOK.
WEBSITE AND DIGITAL ASSETS: THE WHHA DIGITAL LIBRARY HOLDS THOUSANDS OF IMAGES OF THE WHITE HOUSE COVERING ITS ENTIRE HISTORY, INCLUDING EXTERIOR VIEWS, IMAGES OF ROOMS AND FURNISHINGS, AND PHOTOS OF EVENTS INCLUDING INAUGURATIONS AND HOLIDAY CELEBRATIONS. IN SUPPORT OF THE ASSOCIATION'S EDUCATIONAL MISSION, EACH IMAGE IS ACCOMPANIED BY CAREFULLY DOCUMENTED HISTORICAL INFORMATION PROVIDED FREE TO THE PUBLIC IN AN EASY TO USE FORMAT.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stewart D Mclaurin President | OfficerTrustee | 39 | $326,255 |
Albert Lee CFO | Officer | 40 | $273,088 |
Rhett Wilson Vp, Development | Officer | 40 | $234,208 |
Colleen Shogan Senior VP & Director | Officer | 40 | $227,040 |
Gina Sherman Vp, Retail Strategy And Sales | Officer | 40 | $201,605 |
Marcia Anderson VP Publications & Exec. Editor | Officer | 40 | $192,860 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Progressive Distribution Fulfillment Center | 9/29/21 | $1,999,219 |
Chemart Company Merchandise Producer | 9/29/21 | $6,445,700 |
Avalara Incorporated Fulfillment Services | 9/29/21 | $587,198 |
Mosaic Merchandise Producer | 9/29/21 | $585,324 |
Newport One Mailing Services | 9/29/21 | $870,905 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $7,968,430 |
| Noncash contributions included in lines 1a–1f | $306,372 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,968,430 |
| Total Program Service Revenue | $0 |
| Investment income | $854,228 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $95,882 |
| Net Rental Income | $115,175 |
| Net Gain/Loss on Asset Sales | $1,615,517 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $10,933,621 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $21,703,882 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $2,382,840 |
| Compensation of current officers, directors, key employees. | $209,531 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,278,729 |
| Pension plan accruals and contributions | $277,152 |
| Other employee benefits | $527,163 |
| Payroll taxes | $340,355 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $47,571 |
| Fees for services: Accounting | $392,746 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $978,568 |
| Fees for services: Investment Management | $116,554 |
| Fees for services: Other | $2,400,046 |
| Advertising and promotion | $600,589 |
| Office expenses | $2,706,313 |
| Information technology | $385,659 |
| Royalties | $0 |
| Occupancy | $319,588 |
| Travel | $82,358 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $63,078 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $269,645 |
| Insurance | $90,699 |
| All other expenses | $0 |
| Total functional expenses | $18,763,512 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,814,161 |
| Savings and temporary cash investments | $289,731 |
| Pledges and grants receivable | $5,901,123 |
| Accounts receivable, net | $673,301 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $11,369,496 |
| Prepaid expenses and deferred charges | $1,004,162 |
| Net Land, buildings, and equipment | $3,515,642 |
| Investments—publicly traded securities | $44,069,886 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $976,844 |
| Total assets | $70,614,346 |
| Accounts payable and accrued expenses | $5,261,625 |
| Grants payable | $0 |
| Deferred revenue | $308,650 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,570,275 |
| Net assets without donor restrictions | $50,538,442 |
| Net assets with donor restrictions | $14,505,629 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $70,614,346 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that White House Historical Association has recieved totaling $600.
| Awarding Organization | Amount |
|---|---|
Jerold J & Marjorie N Principato Foundation Inc Chevy Chase, MD PURPOSE: GENERAL GRANT | $500 |
Mary I Mcleod Foundation Grosse Pointe, MI PURPOSE: GENERAL SUPPORT | $100 |
Endowment Analysis
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
White House Historical Association Washington, DC | $70,614,346 | $21,703,882 |
National Links Trust Washington, DC | $8,914,003 | $10,793,468 |
Maymont Foundation Richmond, VA | $38,971,207 | $5,423,725 |
National Archives Foundation Washington, DC | $14,544,421 | $8,935,036 |
House Of The Temple Historic Preservation Foundation Inc Washington, DC | $31,687,828 | $5,822,669 |
Historic Annapolis Inc Annapolis, MD | $11,216,187 | $4,170,932 |
The George Washington Foundation Fredericksburg, VA | $39,220,156 | $2,847,343 |
Supreme Court Historical Society The Society Washington, DC | $17,156,338 | $2,945,998 |
Jewish Museum Of Maryland Inc Baltimore, MD | $10,449,720 | $1,816,482 |
United States Capitol Historical Society Washington, DC | $4,034,736 | $2,470,832 |
Society For The Preservation Of Maryland Antiquities Baltimore, MD | $15,413,425 | $2,795,818 |
Foundation For Art And Preservation In Embassies Washington, DC | $17,050,198 | $4,135,429 |