2024-08-14T12:21:17-05:00 2023-09-30 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-10-01 520749685 WHITE HOUSE HISTORICAL ASSOCIATION % WHITE HOUSE HISTORICAL ASSOC WHIT 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 ALBERT LEE CFO 2027378292 2024-08-13 true Marc Berger P01871563 7038930600 2024-08-12 2022 2024-08-08 14:25:15Z STEWART D MCLAURIN 740 JACKSON PLACE NW WASHINGTON DC 20006 59334786 false X WWW.WHITEHOUSEHISTORY.ORG X 1961 DC TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. 18 17 106 20 0 0 10821695 19000385 0 0 1773301 2115044 11982186 12645331 24577182 33760760 0 0 0 0 6787721 7758185 1053634 652108 7444486 17201645 19500534 25043000 27910827 -465818 5849933 65503235 101657455 9025923 35990310 56477312 65667145 X 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. false false 5944009 0 12007869 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. 4232679 0 0 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. 2421460 0 0 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. 1344785 0 0 WEBSITE AND DIGITAL ASSETS 1344785 0 0 13942933 true true false false false false false true false false true false false true true true false true false false false false false true false false false false false true false false false false false false false false true false false false false true true true false false true 148 0 true 106 true false false false false false false false false false false false false X 18 17 false false false false false false false true true false false false true true true true true true true false AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MA MI MN MS NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI X WHITE HOUSE HISTORICAL ASSOC 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 X STEWART MCLAURIN PRESIDENT 39.0 1.0 X X 413257 0 34289 ALBERT LEE CFO 40.0 0.0 X 315585 0 20237 RHETT WILSON CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 275261 0 26651 COLLEEN SHOGAN SENIOR VP & DIR(THRU 5/2023) 40.0 0.0 X 276986 0 20621 MARCIA ANDERSON CHIEF PUBLICATION OFFICER 40.0 0.0 X 216202 0 44133 ROBERT MILAM RETAIL MANAGER 40.0 0.0 X 170210 0 49320 ANDREW BATTAILE JR ASSOCIATE VP OF DEVELOPMENT 40.0 0.0 X 174987 0 26649 LAURA WHARTON SENIOR DIRECTOR PRINCIPAL GIFT 40.0 0.0 X 157873 0 27480 KIMBERLY OSBORNE DIRECTOR OF BOARD ENGAGEMENT 40.0 0.0 X 152530 0 28984 MATTHEW COSTELLO CHIEF EDUCATION OFFICER 40.0 0.0 X 133996 0 28008 AMANDA SHIFFLETT VP MARKETING COMMUNICATIONS AN 40.0 0.0 X 123039 0 10975 CHRSTINE MIDDLETON CHIEF BRAND OFF. (THRU 7/2022) 40.0 0.0 X 100166 0 774 JOHN F W ROGERS CHAIRMAN 1.0 1.0 X X 0 0 0 TERESA CARLSON VICE-CHAIRPERSON 1.0 0.0 X 0 0 0 GREGORY W WENDT TREASURER 1.0 0.0 X 0 0 0 ANITA B MCBRIDE SECRETARY 1.0 1.0 X 0 0 0 EULA ADAMS MEMBER AT LARGE 1.0 0.0 X 0 0 0 JOHN T BEHRENDT MEMBER AT LARGE (THRU 12/2022) 1.0 1.0 X 0 0 0 MICHAEL BESCHLOSS MEMBER AT LARGE 1.0 0.0 X 0 0 0 GAHL HODGES BURT MEMBER AT LARGE 1.0 0.0 X 0 0 0 MERLYNN CARSON MEMBER AT LARGE 1.0 0.0 X 0 0 0 JEAN M CASE MEMBER AT LARGE 1.0 0.0 X 0 0 0 ASHLEY DABBIERE MEMBER AT LARGE 1.0 1.0 X 0 0 0 WAYNE AI FREDERICK MEMBER AT LARGE 1.0 0.0 X 0 0 0 DENEEN C HOWELL MEMBER AT LARGE 1.0 0.0 X 0 0 0 THAM KANNALIKHAM MEMBER AT LARGE 1.0 0.0 X 0 0 0 METTA KRACH MEMBER AT LARGE 1.0 0.0 X 0 0 0 BARBARA PERRY MEMBER AT LARGE 1.0 1.0 X 0 0 0 FREDERICK J RYAN JR MEMBER AT LARGE (THRU 12/2022) 1.0 1.0 X 0 0 0 BENJAMIN C SUTTON JR MEMBER AT LARGE 1.0 0.0 X 0 0 0 TINA TCHEN MEMBER AT LARGE 1.0 1.0 X 0 0 0 KATERINE MALONE-FRANCE EX-OFFICIO MEMBER(THRU 8/2023) 1.0 0.0 X 0 0 0 2510092 0 318121 13 true true false CHEMART COMPANY 15 NEW ENGLAND WAY LINCOLN RI 02284 MERCHANDISE PRODUCER 5296964 NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 MAILING SERVICES 1212697 FRONTRUNNER PRODUCTIONS INC 500 PENN STREET NW SUITE 200 WASHINGTON DC 20002 EVENT PRODUCTION 650000 COASTAL SALES ASSOCIATES INC 260 BALLARD ROAD UNIT 2 MIDDLETOWN NY 10941 FULLFILLMENT CENTER 601843 NOBODY MEDIA LLC 926 N STREET REAR NW SUITE 1 WASHINGTON DC 20001 MEDIA PRODUCTION 415228 35 19000385 358953 19000385 0 1711925 1711925 0 74838 74838 400222 400222 0 400222 400222 16927826 16524707 403119 403119 403119 0 0 0 0 0 0 21057188 9049319 12007870 12007870 MISCELLANEOUS 900099 162401 162401 162401 33760760 12007870 2752505 0 0 0 0 2612824 2353408 259416 0 3997916 1890493 575697 1531726 174006 58612 42370 73024 541322 267126 91084 183112 432117 260310 55834 115973 0 131432 131432 351057 351057 0 652108 652108 118743 118743 8208591 1423401 5657059 1128131 869609 281665 234861 353083 3361007 1934225 224915 1201867 218804 23883 133605 61316 0 1283572 773233 165850 344489 589547 123053 133619 332875 0 770993 163797 201704 405492 0 0 241849 145692 31249 64908 109219 109219 SELLING EXPENSES 2201052 2189063 9869 2120 DUES & SUBSCRIPTIONS 452072 157488 107010 187574 MISCELLANEOUS 338016 200245 46500 91271 BAD DEBT EXPENSE 254971 254971 27910827 13942933 6523408 7444486 X 518692 171268 8367 339058 2051880 1731552 336295 277862 6584312 12673483 749037 645189 0 0 0 0 0 0 12678642 16870890 1003585 795420 12809495 4203881 3270950 8605614 37892970 39644563 0 0 0 0 0 0 935564 20412882 65503235 101657455 8769989 11643215 0 0 255934 190108 0 0 0 0 0 0 0 0 0 0 0 24156987 9025923 35990310 X 38316859 42039584 18160453 23627561 56477312 65667145 65503235 101657455 5849933 3339900 X X false true X true false X 6697551 6381715 7968430 10864824 19000385 50912905 6400 20940303 20014599 19253250 21057188 81271740 21897379 21897379 0 222888 222888 230524 209632 222888 1108820 28824218 27544906 28213553 30327706 40280461 155190844 175000 160000 196932 440347 2073242 3045521 0 175000 160000 196932 440347 2073242 3045521 152145323 1765617 1324533 1065285 1909689 2186985 8252109 0 1765617 1324533 1065285 1909689 2186985 8252109 0 45239 40029 121029 63971 162401 432669 30635074 28909468 29399867 32301366 42629847 163875622 0.92842 0.93880 0.05036 0.05049 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 11012451 2501929 8510522 1797044 1701952 95092 0 0 0 8605614 RIGHT OF USE ASSET 19484234 ART COLLECTION 755404 DUE FROM AFFILIATES 173244 20412882 0 ROU LIABILITY 24156987 24156987 X SCHEDULE D, PART III, LINE 4: THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. SCHEDULE D, PART X, LINE 2: WHHA AND WHEAT ARE EXEMPT FROM THE PAYMENT OF FEDERAL AND STATE INCOME TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EACH ENTITY HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. NO PROVISION FOR INCOME TAXES WAS RECORDED DURING THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022 SINCE WHHA AND WHEAT HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH U.S. GAAP, MANAGEMENT HAS EVALUATED WHHA AND WHEAT'S TAX POSITIONS AND HAS CONCLUDED THAT WHHA AND WHEAT HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WHHA AND WHEAT ARE GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND PRIOR. X X true NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 DIRECT MAIL false 1636881 652108 984773 1636881 652108 984773 AK AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO MT NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X false false false false false false false false false STEWART MCLAURIN PRESIDENT 338257 0 75000 0 0 0 20339 0 13950 0 447546 0 0 0 ALBERT LEE CFO 306385 0 9200 0 0 0 20094 0 143 0 335822 0 0 0 COLLEEN SHOGAN SENIOR VP & DIR(THRU 5/2023) 270886 0 6100 0 0 0 14117 0 6504 0 297607 0 0 0 RHETT WILSON CHIEF DEVELOPMENT OFFICER 268111 0 7150 0 0 0 17110 0 9541 0 301912 0 0 0 MARCIA ANDERSON CHIEF PUBLICATION OFFICER 210802 0 5400 0 0 0 16117 0 28016 0 260335 0 0 0 ANDREW BATTAILE JR ASSOCIATE VP OF DEVELOPMENT 172787 0 2200 0 0 0 12837 0 13812 0 201636 0 0 0 ROBERT MILAM RETAIL MANAGER 68401 0 101809 0 0 0 13286 0 36034 0 219530 0 0 0 LAURA WHARTON SENIOR DIRECTOR PRINCIPAL GIFT 157873 0 0 0 0 0 900 0 26580 0 185353 0 0 0 KIMBERLY OSBORNE DIRECTOR OF BOARD ENGAGEMENT 148730 0 3800 0 0 0 12557 0 16427 0 181514 0 0 0 MATTHEW COSTELLO CHIEF EDUCATION OFFICER 132296 0 1700 0 0 0 11785 0 16223 0 162004 0 0 0 CHRSTINE MIDDLETON CHIEF BRAND OFF. (THRU 7/2022) 100166 0 0 0 0 0 700 0 74 0 100940 0 0 0 X 6 358953 MARKET VALUE false false false FORM 990, PART III, LINE 4D: WEBSITE AND DIGITAL ASSETS: THE WHHA DIGITAL LIBRARY HOLDS MORE THAN 30,000 IMAGES OF THE WHITE HOUSE SPANNING 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 HAS ACCOMPANYING HISTORICAL INFORMATION, PROVIDED FREE TO THE PUBLIC. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER. FORM 990, 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 WHHA 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, PART VI, SECTION B, LINES 15A & 15B: THE WHHA EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE PRESIDENT'S COMPENSATION. THERE ARE NO OTHER BOARD OFFICERS WHO RECEIVE MONETARY COMPENSATION FOR THEIR SERVICES TO WHHA. FORM 990, PART VI, SECTION C, LINE 19: WHHA MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:PROMOTIONS/EVENTS EXPENSES TOTAL FEES:3312194 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:1442744 FORM 990 PART IX LINE 11G DESCRIPTION:MARKETING, PROMITION ADV SVCS TOTAL FEES:1163011 FORM 990 PART IX LINE 11G DESCRIPTION:PODCAST SERVICES TOTAL FEES:536429 FORM 990 PART IX LINE 11G DESCRIPTION:ICIVICS GAME DEVELOPMENT TOTAL FEES:350000 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER SERVICES TOTAL FEES:288935 FORM 990 PART IX LINE 11G DESCRIPTION:E COMMERCE & RETAIL SERVICES TOTAL FEES:253105 FORM 990 PART IX LINE 11G DESCRIPTION:RECRUITING FEES TOTAL FEES:216167 FORM 990 PART IX LINE 11G DESCRIPTION:LANDSCAPE TOTAL FEES:155225 FORM 990 PART IX LINE 11G DESCRIPTION:PUBLICATION SERVICES TOTAL FEES:124610 FORM 990 PART IX LINE 11G DESCRIPTION:FACILITIES SERVICES TOTAL FEES:115582 FORM 990 PART IX LINE 11G DESCRIPTION:MEDIA SERVICES TOTAL FEES:112455 FORM 990 PART IX LINE 11G DESCRIPTION:PHOTOGRAPHY TOTAL FEES:75709 FORM 990 PART IX LINE 11G DESCRIPTION:STORAGE FEES TOTAL FEES:62425 WHITE HOUSE ENDOWMENT & ACQUISITION TRT 740 JACKSON PLACE NW WASHINGTON DC 20006 526898598 SEE PART VII DC 501(C)(3) LINE 12, I SEE PART VII true false false false false false false false false false false false false false true false false true false false WHITE HOUSE ENDOWMENT & ACQUISITION TRUST Q 299717 CASH SCHEDULE R, PART II: WHITE HOUSE ENDOWMENT & ACQUISITION TRUST: COLUMN (B) PRIMARY ACTIVITY: SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE. COLUMN (F) DIRECT CONTROLLING ENTITY: WHITE HOUSE HISTORICAL ASSOCIATION