WHITE HOUSE HISTORICAL ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WHITE HOUSE HISTORICAL ASSOCIATION (EIN 52-0749685)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201441289349300914
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T09:50:44-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE & TRYON | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520749685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 2027378292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T MELTON | PersonNm |
| Person Title | EXECUTIVE VICE-PRESIDENT | PersonTitleTxt |
| Phone | 2027378992 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUBRINA L WOOD | PreparerPersonNm |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL T MELTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,153,956 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WHITEHOUSEHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 73 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $32,651 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $231,297 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,548,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $469,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $313,716 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,194,234 | PYOtherRevenueAmt |
| CY Other Revenue | $7,873,426 | CYOtherRevenueAmt |
| PY Total Revenue | $6,895,037 | PYTotalRevenueAmt |
| CY Total Revenue | $9,735,420 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,858,916 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $418,425 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,178,016 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,179,793 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $170,644 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $306,909 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $440,298 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,868,823 | PYOtherExpensesAmt |
| CY Other Expenses | $5,390,941 | CYOtherExpensesAmt |
| PY Total Expenses | $12,076,399 | PYTotalExpensesAmt |
| CY Total Expenses | $9,296,068 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,181,362 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $439,352 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,524,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,786,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,033,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,908,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,491,067 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,878,346 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RESEARCH AND PUBLICATION OF BOOKS, OTHER EDUCATIONAL LITERATURE, AND OBJECTS INTERPRETING "THE WHITE HOUSE AND ITS HISTORY AND THE PERSONS AND EVENTS ASSOCIATED WITH IT." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,923,441 | ExpenseAmt |
| Desc | SALES OF BOOKS AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $468,500 | ExpenseAmt |
| Grant | $418,425 | GrantAmt |
| Desc | WHITE HOUSE SUPPORT - OBJECTS OF HISTORIC AND ARTISTIC VALUE DONATED TO THE WHITE HOUSE COLLECTION; SUPPORT FOR MANAGING, RESTORING, PRESERVING, AND ENLARGING THE COLLECTION OF THE WHITE HOUSE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $439,237 | ExpenseAmt |
| Desc | WEBSITE - THE ORGANIZATION'S WEBSITE PROVIDES EDUCATIONAL MATERIALS AND HISTORICAL INFORMATION ABOUT THE WHITE HOUSE TO EDUCATE THE PUBLIC AND PRESERVE THE HISTORY OF THE WHITE HOUSE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $197,727 | ExpenseAmt |
| Desc | EDUCATION PROGRAMS: PROGRAMS TO DEVELOP AN INTEREST IN THE WHITE HOUSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $197,727 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,028,905 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 73 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027378292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200064911 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HON FREDERICK J RYAN JR | ||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HON JOHN FW ROGERS | ||||||||
| VICE CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES I MCDANIEL | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN T BEHRENDT | ||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL R BESCHLOSS | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H DALTON | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY A DUDLEY JR | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE CARRINGTON FOULTZ | ||||||||
| MEMBER-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY GORN | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET A HOWARD | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KNIGHT KIPLINGER | ||||||||
| MEMBER-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA JOYNT KUMAR | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HON ANITA MCBRIDE | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HON MIKE MCCURRY | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M MCGEE | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER B PORTER | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY G ROBINSON III | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HON GARY J WALTERS | ||||||||
| MEMBER-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL BERRY WEST | ||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL W HORSTMAN | ||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $897,999 | $0 | $43,908 | |
| MICHAEL T MELTON | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $187,916 | $0 | $27,011 | ||
| MARCIA M ANDERSON | ||||||||
| VICE PREIDENT FOR PUBLICATIONS | 40.00 | 0.00 | $131,323 | $0 | $10,983 | Yes (X) | ||
| WILLIAM B BUSHONG | ||||||||
| VP FOR RESEARCH & NEW MEDIA | 40.00 | 0.00 | $129,307 | $0 | $43,510 | Yes (X) | ||
| CONSTANCE A MCCULLOCH | ||||||||
| DIRECTOR OF RETAIL SALES | 40.00 | 0.00 | $109,521 | $0 | $21,173 | Yes (X) | ||
| JOHN P RILEY | ||||||||
| VP - ED., SCHOLARSHIP PROGRAMS | 32.00 | 0.00 | $105,151 | $0 | $15,343 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,561,217 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $161,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METROPOLITAN GROUP | |||||
| 1800 K STREET NW 200 | WASHINGTON | DC | 20006 | CONSULTING SERVICES | $306,909 |
| PEAKE DELANCEY PRINTERS LLC | |||||
| 2500 SCHUSTER DRIVE | CHEVERLY | MD | 20781 | PRINTING | $167,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,548,278 | AllOtherContributionsAmt |
| Total Contributions | $1,548,278 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,716 | TotalRevenueColumnAmt |
| Exclusion | $313,716 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,835 | TotalRevenueColumnAmt |
| Exclusion | $28,835 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $434,086 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $434,086 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $434,086 | TotalRevenueColumnAmt |
| Exclusion | $434,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $15,796,390 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,418,536 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,377,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,377,854 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,651 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $32,651 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,651 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,735,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,377,854 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,651 | UnrelatedBusinessRevenueAmt |
| Exclusion | $776,637 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,425 | TotalAmt |
| Program Services | $418,425 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,931 | TotalAmt |
| Management And General | $1,164,931 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,771 | TotalAmt |
| Management And General | $1,333,771 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,298 | TotalAmt |
| Management And General | $152,298 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,679 | TotalAmt |
| Management And General | $350,679 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,114 | TotalAmt |
| Management And General | $178,114 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,909 | TotalAmt |
| Fundraising | $306,909 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,805 | TotalAmt |
| Management And General | $4,805 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,786 | TotalAmt |
| Management And General | $194,786 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,572 | TotalAmt |
| Management And General | $90,572 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,333 | TotalAmt |
| Management And General | $179,333 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,375 | TotalAmt |
| Program Services | $415,238 | ProgramServicesAmt |
| Management And General | $4,137 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,460 | TotalAmt |
| Management And General | $410,460 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,527 | TotalAmt |
| Management And General | $57,527 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,683 | TotalAmt |
| Program Services | $23,999 | ProgramServicesAmt |
| Management And General | $273,684 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,094 | TotalAmt |
| Management And General | $78,094 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SELLING EXPENSES | $1,923,441 | $1,923,441 | |
| GENERAL & ADMIN | $944,837 | $944,837 | |
| BANK CHARGES | $395,742 | $395,742 | |
| WHITE HOUSE SUPPORT | $215,103 | $205,828 | $9,275 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,183 | TotalAmt |
| Program Services | $41,974 | ProgramServicesAmt |
| Management And General | $3,820 | ManagementAndGeneralAmt |
| Fundraising | $133,389 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,296,068 | TotalAmt |
| Program Services | $3,028,905 | ProgramServicesAmt |
| Management And General | $5,826,865 | ManagementAndGeneralAmt |
| Fundraising | $440,298 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,514 | BOYAmt |
| EOY | $364,981 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,361,274 | BOYAmt |
| EOY | $18,939,741 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,822 | BOYAmt |
| EOY | $1,041,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,759 | BOYAmt |
| EOY | $252,824 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,078,477 | BOYAmt |
| EOY | $4,016,778 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,483 | BOYAmt |
| EOY | $57,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,102,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,557,063 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,788,476 | BOYAmt |
| EOY | $4,545,170 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,662,386 | BOYAmt |
| EOY | $7,577,559 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,670,871 | BOYAmt |
| EOY | $10,414,694 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,982 | BOYAmt |
| EOY | $26,983 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,672 | BOYAmt |
| EOY | $549,672 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,524,716 | BOYAmt |
| EOY | $47,786,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,346,754 | BOYAmt |
| EOY | $1,769,303 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,448 | BOYAmt |
| EOY | $139,350 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,447 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,033,649 | BOYAmt |
| EOY | $1,908,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,235,194 | BOYAmt |
| EOY | $38,867,740 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,255,873 | BOYAmt |
| EOY | $7,010,606 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,491,067 | BOYAmt |
| EOY | $45,878,346 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,524,716 | BOYAmt |
| EOY | $47,786,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $439,352 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,769,090 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $178,837 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $558,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,197,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,548,278 | CurrentTaxYearAmt |
| Total | $12,652,496 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,903,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,994,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,096,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,813,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,796,390 | CurrentTaxYearAmt |
| Total | $84,604,411 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,837 | CurrentTaxYearAmt |
| Total | $913,633 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,210,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,740,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,472,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,223,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,523,505 | CurrentTaxYearAmt |
| Total | $98,170,540 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,000 | CurrentTaxYearAmt |
| Total | $255,436 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,000 | CurrentTaxYearAmt |
| Total | $255,436 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $97,915,104 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $435,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $660,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,400,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $963,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $776,637 | CurrentTaxYearAmt |
| Total | $4,236,564 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $435,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $660,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,400,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $963,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $776,637 | CurrentTaxYearAmt |
| Total | $4,236,564 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $312,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $81,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,651 | CurrentTaxYearAmt |
| Total | $426,550 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,646,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,714,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,872,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,267,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,332,793 | CurrentTaxYearAmt |
| Total | $102,833,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95710 | PublicSupportPY509Pct |
| Investment Income CY | 0.04120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03920 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL PROJECTS OTHER ITEMS | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $549,672 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,003,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $712,065 | DepreciationAmt |
| Book Value | $4,291,257 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,098,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $844,998 | DepreciationAmt |
| Book Value | $253,913 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,545,170 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SSB TIPS - ALTERNATIVE | Desc |
| Book Value | $10,414,694 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,414,694 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,755,101 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,769,090 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $178,837 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,947,927 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,807,174 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,805 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,923,441 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,928,246 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,735,420 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,367,822 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,367,822 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,805 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,923,441 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,928,246 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,296,068 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. |
| PART X, LINE 2: | THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES THAT FOR MOST PURPOSES IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SELLING EXPENSE 1,923,441. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SELLING EXPENSES 1,923,441. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN GROUP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2639 CONNECTICUT AVENUE NW SUITE 2 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PRIVATE FUNDRAISING CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $306,909 | RetainedByContractorAmt |
| Net To Organization | -$306,909 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $306,909 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$306,909 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PARK SERVICE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 OHIO DRIVE SW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20242 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $418,425 | CashGrantAmt |
| Purpose Of Grant | TO PRESERVE AN EDUCATIONAL AND INFORMATIONAL FACILITY FOR WHITE HOUSE HISTORY. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEIL W HORSTMAN | ||||||||||||||
| PRESIDENT | $333,250 | $0 | $35,000 | $0 | $529,749 | $0 | $22,057 | $0 | $24,385 | $0 | $944,441 | $0 | $0 | $0 |
| MICHAEL T MELTON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $183,020 | $0 | $4,500 | $0 | $396 | $0 | $13,357 | $0 | $19,217 | $0 | $220,490 | $0 | $0 | $0 |
| WILLIAM B BUSHONG | ||||||||||||||
| VP FOR RESEARCH & NEW MEDIA | $124,469 | $0 | $4,500 | $0 | $338 | $0 | $10,706 | $0 | $35,959 | $0 | $175,972 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | NEIL HORSTMAN HAS A $6,000 ANNNUAL DISCRETIONARY SPENDING ACCOUNT, INCLUDED AS PART OF HIS SALARY. ANY AMOUNTS SPENT OVER $6,000 ARE NOT COVERED BY WHHA. |
| PART I, LINE 4B | NEIL HORTSMAN RECEIVED A PAYOUT FROM THE ORGANIZATION'S 457F PLAN DURING 2013, IN THE AMOUNT OF $529,368. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVEIWED BY THE CHAIRMAN OF THE BOARD, PRESIDENT, ADMINISTRATIVE OFFICER, ACCOUNTANT AND AUDIT COMMITTEE. |
| 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, LINE 15 | 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 UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WHITE HOUSE ENDOWMENT TRUST | ||||||||||
| 740 JACKSON PLACE NW | WASHINGTON | DC | 20006 | 526898598 | SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE. | DC | 501(C)(3) | LINE 11 TYPE 1 | WHITE HOUSE HISTORICAL ASSOCIATION | 0 |
| WHITE HOUSE ACQUISITION TRUST | ||||||||||
| 740 JACKSON PLACE NW | WASHINGTON | DC | 20006 | 526808150 | ACQUIRE OBJECTS OF HISTORIC & ARTISTIC VALUE FOR THE WHITE HOUSE | DC | 501(C)(3) | LINE 11 TYPE 1 | WHITE HOUSE HISTORICAL ASSOCIATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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