WHITE HOUSE HISTORICAL ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WHITE HOUSE HISTORICAL ASSOCIATION (EIN 52-0749685)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-02
- IRS object ID
- 201121229349300777
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-02T17:25:43-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 15TH STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520749685 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 2027378292 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NEIL W HORSTMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2027378992 | Phone |
| Date Signed | 2011-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NEIL W HORSTMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 19632002 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WHITEHOUSEHISTORY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 36 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -9776 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 116940 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 558690 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34141 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1029477 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8764280 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8017760 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8915361 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9605927 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10612 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2612774 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3438358 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 12364 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6036701 | OtherExpensePriorYear |
| Other Expenses Current Year | 7321188 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8672451 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10759546 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 242910 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1153619 | RevenuesLessExpensesCY |
| Total Assets BOY | 38922092 | TotalAssetsBOY |
| Total Assets EOY | 40535544 | TotalAssetsEOY |
| Total Liabilities BOY | 1323998 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2349769 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37598094 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38185775 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2049078 | Expense |
| Revenue | 17668005 | Revenue |
| Description | SALES OF BOOKS AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2385520 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 364604 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 182711 | Expense |
| Description | EDUCATION PROGRAMS: PROGRAMS TO DEVELOP AN INTEREST IN THE WHITE HOUSE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 182711 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 4981913 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 67 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 36 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2027378292 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| HENRY A DUDLEY JR | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| FREDERICK J RYAN JR | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| JAMES I MCDANIEL | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| JOHN FW ROGERS | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| JOHN T BEHRENDT | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL R BESCHLOSS | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN DALTON | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| ALICE CARRINGTON FOULTZ | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY M FOLGER | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| CATHY GORN | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| JANET A HOWARD | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| KNIGHT KIPLINGER | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| MARTHA JOYNT KUMAR | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| MIKE MCCURRY | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT M MCGEE | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| FLORETTA DUKES MCKENZIE | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| ROGER B PORTER | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| HARRY G ROBINSON III | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| GARY J WALTERS | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| GAIL BERRY WEST | ||||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES H BILLINGTON | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| G WAYNE CLOUGH | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| DAVID S FERRIERO | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| EARL A POWELL III | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| JAMES VAUGHAN | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| JONATHAN B JARVIS | ||||||||
| LIAISON | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT L BREEDEN | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| NASH CASTRO | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| JEANNINE SMITH CLARK | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE M ELSEY | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| NANCY M FOLGER | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| CLAYTON W FRYE JR | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| DAVID I GRANGER | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| ELISE K KIRK | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| LEONARD L SILVERSTEIN | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| ALFRED R STERN | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| JOY CARTER SUNDLUN | ||||||||
| DIRECTORS EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| BERNARD R MEYER | ||||||||
| HONORARY MEMBERS | 1.00 | X | 0 | 0 | 0 | |||
| REX W SCOUTEN | ||||||||
| HONORARY MEMBERS | 1.00 | X | 0 | 0 | 0 | |||
| NEIL W HORSTMAN | ||||||||
| PRESIDENT | 40.00 | X | X | 336393 | 0 | 46592 | ||
| MICHAEL T MELTON | ||||||||
| ADMINISTRATIVE OFFICER | 40.00 | 175268 | 0 | 37184 | X | |||
| JOHN P RILEY | ||||||||
| DIR OF EDU AND SCHOLARSHIP | 40.00 | 120597 | 0 | 34979 | X | |||
| MARCIA M ANDERSON | ||||||||
| DIR OF PUBLICATIONS | 40.00 | 122486 | 0 | 14543 | X | |||
| WILLIAM B BUSHONG | ||||||||
| STAFF HISTORIAN | 40.00 | 108195 | 0 | 40244 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 862939 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 173542 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROGRESSIVE DISTRIBUTION INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9475 LOTTSFORD RD 120 | AddressLine1 |
| City | LARGO | City |
| State | MD | State |
| ZIP Code | 20774 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FULFILLMENT SERVICE | DescriptionOfServices |
| Compensation | 1193157 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 558690 | AllOtherContributions |
| Total Contributions | 558690 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 597662 | TotalRevenueColumn |
| Exclusion | $597,662 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63265 | TotalRevenueColumn |
| Exclusion | $63,265 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 312565 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 312565 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 312565 | TotalRevenueColumn |
| Exclusion | $312,565 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 431815 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 431815 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 431815 | TotalRevenueColumn |
| Exclusion | $431,815 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 17668005 | GrossSalesOfInventory |
| Cost Of Goods Sold | 10026075 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7641930 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7641930 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9605927 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7641930 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,405,307 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2613752 | Total |
| Program Services | 496558 | ProgramServices |
| Management And General | 2117194 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242934 | Total |
| Program Services | 24721 | ProgramServices |
| Management And General | 218213 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397370 | Total |
| Program Services | 191726 | ProgramServices |
| Management And General | 205644 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184302 | Total |
| Program Services | 41076 | ProgramServices |
| Management And General | 143226 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5865 | Total |
| Management And General | 5865 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317752 | Total |
| Management And General | 317752 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326634 | Total |
| Management And General | 326634 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95736 | Total |
| Program Services | 17446 | ProgramServices |
| Management And General | 78290 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245006 | Total |
| Program Services | 2734 | ProgramServices |
| Management And General | 242272 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4402 | Total |
| Management And General | 4402 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289345 | Total |
| Program Services | 2384 | ProgramServices |
| Management And General | 286961 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43888 | Total |
| Program Services | 563 | ProgramServices |
| Management And General | 43325 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17022 | Total |
| Program Services | 213 | ProgramServices |
| Management And General | 16809 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68686 | Total |
| Program Services | 68686 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78721 | Total |
| Program Services | 13775 | ProgramServices |
| Management And General | 64946 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| WHITE HOUSE SUPPORT | 2385520 | 2385520 | |
| FULFILLMENT | 1193157 | 1193157 | |
| POSTAGE AND SHIPPING | 785779 | 785779 | |
| BANK CHARGES | 497451 | 27887 | 469564 |
| MISCELLANEOUS EXPENSES | 467093 | 40151 | 426942 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499131 | Total |
| Program Services | 475316 | ProgramServices |
| Management And General | 23815 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10759546 | Total |
| Program Services | 4981913 | ProgramServices |
| Management And General | 5777633 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20458 | BOY |
| EOY | 28615 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19225737 | BOY |
| EOY | 15015333 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106788 | BOY |
| EOY | 41315 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3671977 | BOY |
| EOY | 4606305 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52239 | BOY |
| EOY | 54138 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1607298 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 963702 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260796 | BOY |
| EOY | 643596 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3532172 | BOY |
| EOY | 5885725 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9713204 | BOY |
| EOY | 12115750 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2027021 | BOY |
| EOY | 1829430 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311700 | BOY |
| EOY | 315337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38922092 | BOY |
| EOY | 40535544 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001454 | BOY |
| EOY | 1840564 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322544 | BOY |
| EOY | 509205 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1323998 | BOY |
| EOY | 2349769 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37568182 | BOY |
| EOY | 38154119 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29912 | BOY |
| EOY | 31656 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37598094 | BOY |
| EOY | 38185775 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38922092 | BOY |
| EOY | 40535544 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1153619 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1741300 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76560 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116940 | CurrentTaxYearMinus1Year |
| Current Tax Year | 558690 | CurrentTaxYear |
| Total | 777840 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19668008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18805437 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20448130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18903942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17994645 | CurrentTaxYear |
| Total | 95820162 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19744568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18815787 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20463430 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19020882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18553335 | CurrentTaxYear |
| Total | 96598002 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 96598002 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1928008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1479491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 691595 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 435859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 660927 | CurrentTaxYear |
| Total | 5195880 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1928008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1479491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 691595 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 435859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 660927 | CurrentTaxYear |
| Total | 5195880 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 312565 | CurrentTaxYear |
| Total | 312565 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21672576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20295278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21155025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19456741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19526827 | CurrentTaxYear |
| Total | 102106447 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94610 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94250 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05090 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05750 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 311700 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 849436 | OtherCostOrOtherBasis |
| Depreciation | 277819 | Depreciation |
| Book Value | 571617 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 757862 | OtherCostOrOtherBasis |
| Depreciation | 685883 | Depreciation |
| Book Value | 71979 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 643596 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DEFERRED COMPENSATION | 410386 | F |
| SSB TIPS - ALTERNATIVE | 11705364 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12115750 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $509,205 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 509205 | TotalOfAmounts |
| Total Revenue | 9605927 | TotalRevenue |
| Total Expenses | 10759546 | TotalExpenses |
| Excess Or Deficit For Year | -1153619 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1553778 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 187522 | DonatedServicesAndFacilities |
| Total Adjustments | 1741300 | TotalAdjustments |
| Excess Or Deficit Per FS | 587681 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9292284 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1553778 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 187522 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1741300 | RevenueNotRptdF990 |
| Revenue Subtotal | 7550984 | RevenueSubtotal |
| Investment Expenses Not Included | 5865 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2049078 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2054943 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9605927 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8704603 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8704603 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 5865 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2049078 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2054943 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10759546 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. | |
| PART X: | 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 IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| SELLING EXPENSE 2,049,078. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| SELLING EXPENSES 2,049,078. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEIL W HORSTMAN | |||||||||||||
| 305997 | 0 | 30000 | 0 | 396 | 0 | 20250 | 0 | 26342 | 0 | 382985 | 0 | 0 | 0 |
| MICHAEL T MELTON | |||||||||||||
| 170372 | 0 | 4500 | 0 | 396 | 0 | 14113 | 0 | 23071 | 0 | 212452 | 0 | 0 | 0 |
| JOHN P RILEY | |||||||||||||
| 116285 | 0 | 4200 | 0 | 112 | 0 | 11950 | 0 | 23029 | 0 | 155576 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Method Of Determining Revenues | HI/LO MV OF THE DAY | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 B, LINE 15A | |
| WHHA MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,553,778. DONATED SERVICES AND USE OF FACILITIES: 187,522. TOTAL TO FORM 990, PART XI, LINE 5: 1,741,300. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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