WHITE HOUSE HISTORICAL ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHITE HOUSE HISTORICAL ASSOCIATION (EIN 52-0749685)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202632299349300983
- Schema version
- 2024v5.5
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T09:48:41-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT LEE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2027378292 | PhoneNum |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2026-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEWART D MCLAURIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,324,864 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 144 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $58,419,783 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,307,407 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,366,937 | PYInvestmentIncomeAmt |
| CY Investment Income | $841,727 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,142,954 | PYOtherRevenueAmt |
| CY Other Revenue | $12,667,362 | CYOtherRevenueAmt |
| PY Total Revenue | $72,929,674 | PYTotalRevenueAmt |
| CY Total Revenue | $42,816,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,395,757 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,922,814 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $589,610 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $571,523 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,584,909 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,721,107 | PYOtherExpensesAmt |
| CY Other Expenses | $23,360,085 | CYOtherExpensesAmt |
| PY Total Expenses | $29,706,474 | PYTotalExpensesAmt |
| CY Total Expenses | $35,854,422 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,223,200 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,962,074 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $148,432,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,814,750 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,021,343 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,430,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $111,411,043 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,383,863 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WHITE HOUSE HISTORICAL ASSOCIATION IS A NONPROFIT EDUCATIONAL ASSOCIATION FOUNDED IN 1961 FOR THE PURPOSE OF ENHANCING THE UNDERSTANDING, APPRECIATION AND ENJOYMENT OF THE EXECUTIVE MANSION. THE PROCEEDS FROM THE SALE OF THE ASSOCIATION'S BOOKS AND PRODUCTS ARE USED TO FUND THE ACQUISITION OF HISTORIC FURNISHINGS FOR THE PERMANENT WHITE HOUSE COLLECTION, ASSIST IN THE PRESERVATION OF PUBLIC ROOMS AND FURTHER ITS EDUCATIONAL MISSION. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,674,482 | ExpenseAmt |
| Desc | THE ASSOCIATION OPENED THE PEOPLE'S HOUSE: A WHITE HOUSE EXPERIENCE AT 1700 PENNSYLVANIA AVENUE. THIS CUTTING-EDGE EDUCATIONAL MUSEUM EXPERIENCE TELLS THE STORY OF THE EXECUTIVE MANSION, ITS INHABITANTS, AND THE PEOPLE WHO HAVE DEDICATED THEIR CAREERS TO ITS FUNCTIONS. IT IS FREE AND OPEN TO THE PUBLIC SEVEN DAYS A WEEK, AND IN ITS FIRST YEAR OF OPERATION WELCOMED MORE THAN 275,000 VISITORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,715,161 | ExpenseAmt |
| Revenue | $11,915,453 | RevenueAmt |
| Desc | SALES OF BOOKS, THE OFFICIAL WHITE HOUSE ORNAMENT AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,487,176 | ExpenseAmt |
| Desc | EDUCATION, CONFERENCES, SEMINARS, AND OTHER PROGRAMS: THE WHITE HOUSE HISTORICAL ASSOCIATION HAS SEVERAL PROGRAMS TO EDUCATE THE GENERAL-PUBLIC. IN PARTNERSHIP WITH THE SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY, THE ASSOCIATION HOSTED A SYMPOSIUM ON FOOD HISTORY AND THE WHITE HOUSE IN MAY 2025. THE RUBENSTEIN CENTER CONTINUES TO HOST WHITE HOUSE HISTORY LIVE, A MONTHLY VIRTUAL PROGRAM. THIS PROGRAM HAD MORE THAN 1.8 MILLION VIEWS IN 2025. IN JULY 2025, THE ASSOCIATION HOSTED ITS ANNUAL WHITE HOUSE HISTORY TEACHER INSTITUTE TO HELP PROVIDE TEACHERS WITH INFORMATION AND LESSON PLANS REGARDING WHITE HOUSE HISTORY. NEARLY 1,000 TEACHERS HAVE BEEN THROUGH OUR PROFESSIONAL DEVELOPMENT PROGRAMS, AND THROUGH THEM WE HAVE REACHED MORE THAN 520,000 STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $646,614 | WEBSITE AND DIGITAL ASSETS: THE WHHA DIGITAL LIBRARY HOLDS MORE THAN 30,000 IMAGES OF THE WHITE HOUSE SPANNING ITS ENTIRE HISTORY, INCLUDING EXTERIOR VIEWS, IMAGES OF ROOMS AND FURNISHINGS, AND PHOTOS OF EVENTS INCLUDING INAUGURATIONS AND HOLIDAY CELEBRATIONS. IN SUPPORT OF THE ASSOCIATION'S EDUCATIONAL MISSION, EACH IMAGE HAS ACCOMPANYING HISTORICAL INFORMATION, PROVIDED FREE TO THE PUBLIC. IN OCTOBER 2025, IT WAS RELAUNCHED AS THE WHITE HOUSE HISTORY DIGITAL ARCHIVES. |
| $2,325,172 | PUBLISHING: THE WHITE HOUSE HISTORICAL ASSOCIATION'S SCHOLARLY PRESS PRODUCES AWARD-WINNING TITLES ON A WIDE RANGE OF SUBJECTS RELATED TO THE HISTORY OF THE PRESIDENT'S HOUSE, FROM ITS ARCHITECTURE, GARDENS, FINE AND DECORATIVE ARTS TO THE PRESIDENTS AND FIRST LADIES WHO HAVE LIVED THERE OVER THE YEARS. SIGNIFICANT NEW BOOKS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2025 WERE: ASIAN HERITAGE CHEFS IN WHITE HOUSE HISTORY: COOKING TO THE PRESIDENT'S TASTE, WHITE HOUSE MEMORIES 19702007: RECOLLECTIONS OF THE LONGEST SERVING CHIEF USHER, THE PEOPLE'S HOUSE MISCELLANY: A TREASURY OF WHITE HOUSE HISTORY, FUN FACTS, AND THINGS TO KNOW, COLORING THE WHITE HOUSE, OFFICIAL WHITE HOUSE CHINA: FROM THE 18TH TO 21ST CENTURIES, THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION (6TH EDITION), HOW TO DRAW THE PRESIDENTS AND FIRST LADIES, AND FIRST LADIES MAKE HISTORY (2ND EDITION). WHITE HOUSE HISTORY QUARTERLY ISSUES INCLUDED "ANIMALS AT WORK IN WHITE HOUSE HISTORY," "THE WHITE HOUSE AND WORLD WAR II," "MEMORIALS, CEMETERIES, AND WHITE HOUSE HISTORY, AND "THE WHITE HOUSE THAT WASN'T." THE ASSOCIATION'S BOOKS RECEIVED 30 NATIONAL AND INTERNATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: BEST BOOK, BENJAMIN FRANKLIN, COMMUNICATOR, INDEPENDENT PUBLISHER BOOK AWARDS (IPPY), NATIONAL INDIE EXCELLENCE, NEXT GENERATION INDIE, AND NYC BIG BOOK. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,971,786 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $20,848,605 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 191 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 144 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | 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 | DE | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | 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 | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | 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 |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027378292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN FW ROGERS | |||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEWART MCLAURIN | |||||||||
| PRESIDENT | 39.00 | 1.00 | Yes (X) | Yes (X) | $373,929 | $0 | $33,447 | ||
| ANITA B MCBRIDE | |||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY DABBIERE | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA PERRY | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN C SUTTON JR | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENEEN C HOWELL | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EULA ADAMS | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GAHL HODGES BURT | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY W WENDT | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEAN M CASE | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MERLYNN CARSON | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL BESCHLOSS | |||||||||
| MEMBER AT LARGE (TO 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE SEXTON | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA CARLSON | |||||||||
| VICE-CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THAM KANNALIKHAM | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TINA TCHEN | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WAYNE AI FREDERICK | |||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT LEE | |||||||||
| CFO | 40.00 | Yes (X) | $362,865 | $0 | $8,798 | ||||
| LUCI SHANAHAN | |||||||||
| CHIEF RETAIL OFFICER | 40.00 | $279,210 | $0 | $1,300 | Yes (X) | ||||
| MARCIA ANDERSON | |||||||||
| VP OF PUBLICATION & EXEC. EDITOR | 40.00 | $243,559 | $0 | $42,817 | Yes (X) | ||||
| MATTHEW COSTELLO | |||||||||
| CHIEF EDUCATION OFFICER | 40.00 | $210,967 | $0 | $33,761 | Yes (X) | ||||
| RHETT WILSON | |||||||||
| VP OF DEVELOPMENT | 40.00 | $314,822 | $0 | $26,314 | Yes (X) | ||||
| SARAH FOSDICK | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $243,676 | $0 | $39,130 | Yes (X) | ||||
| KIMBERLY OSBORNE | |||||||||
| VP OF BOARD ENGAGEMENT | 40.00 | $177,933 | $0 | $18,449 | Yes (X) | ||||
| ROB WARCHOL | |||||||||
| ASST. VP, DEVELOPMENT | 40.00 | $171,936 | $0 | $33,181 | Yes (X) | ||||
| DAVID SWEENEY | |||||||||
| SENIOR DIRECTOR, CORP & FDN | 40.00 | $170,897 | $0 | $34,335 | Yes (X) | ||||
| ROBERT MILAM | |||||||||
| RETAIL MANAGER | 40.00 | $161,350 | $0 | $45,565 | Yes (X) | ||||
| AMANDA SHIFFLETT | |||||||||
| VP OF MARKETING, COMM. & ENGAGEMENT | 40.00 | $149,560 | $0 | $10,138 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,860,704 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $327,235 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HITT CONTRACTING INC | |||||
| 120 BROADWAY 1120 | NEW YORK | NY | 10271 | CONSTRUCTION SERVICES | $12,537,189 |
| RALPH APPLEBAUM | |||||
| 88 PINE STREET | NEW YORK | NY | 10005 | CONSULTING SERVICES | $11,763,192 |
| CHEMART COMPANY | |||||
| 15 NEW ENGLAND WAY | LINCOLN | RI | 02284 | MERCHANDISE PRODUCER | $5,842,618 |
| FRONTRUNNER PRODUCTIONS | |||||
| 500 PENN STREET NW SUITE 200 | WASHINGTON | DC | 20002 | EVENT PRODUCTION | $1,803,633 |
| JM ZELL PARTNERS | |||||
| 2900 K STREET NW SUITE 525 | WASHINGTON | DC | 20007 | CONSTRUCTION MGMT CONSULTING | $735,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 48 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $146,565 | FundraisingAmt |
| All Other Contributions | $29,160,842 | AllOtherContributionsAmt |
| Noncash Contributions | $439,948 | NoncashContributionsAmt |
| Total Contributions | $29,307,407 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $705,463 | TotalRevenueColumnAmt |
| Exclusion | $705,463 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,290 | TotalRevenueColumnAmt |
| Exclusion | $68,290 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $622,546 | 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 | $622,546 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $622,546 | TotalRevenueColumnAmt |
| Exclusion | $622,546 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,890,062 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,753,798 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $136,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,264 | TotalRevenueColumnAmt |
| Exclusion | $136,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $146,565 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $205,227 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$147,627 | TotalRevenueColumnAmt |
| Exclusion | -$147,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $24,464,796 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,549,343 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,915,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,915,453 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $208,700 | TotalRevenueColumnAmt |
| Exclusion | $208,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $208,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,816,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,915,453 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,593,636 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,552,579 | TotalAmt |
| Program Services | $1,626,960 | ProgramServicesAmt |
| Management And General | $224,538 | ManagementAndGeneralAmt |
| Fundraising | $701,081 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,366,923 | TotalAmt |
| Program Services | $4,513,208 | ProgramServicesAmt |
| Management And General | $291,929 | ManagementAndGeneralAmt |
| Fundraising | $2,561,786 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,615 | TotalAmt |
| Program Services | $186,042 | ProgramServicesAmt |
| Management And General | $9,114 | ManagementAndGeneralAmt |
| Fundraising | $113,459 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,064 | TotalAmt |
| Program Services | $614,562 | ProgramServicesAmt |
| Management And General | $56,196 | ManagementAndGeneralAmt |
| Fundraising | $313,306 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,633 | TotalAmt |
| Program Services | $439,909 | ProgramServicesAmt |
| Management And General | $36,873 | ManagementAndGeneralAmt |
| Fundraising | $233,851 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,188 | TotalAmt |
| Program Services | $28,686 | ProgramServicesAmt |
| Management And General | $27,055 | ManagementAndGeneralAmt |
| Fundraising | $15,447 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,375 | TotalAmt |
| Program Services | $192,764 | ProgramServicesAmt |
| Management And General | $181,806 | ManagementAndGeneralAmt |
| Fundraising | $103,805 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,523 | TotalAmt |
| Fundraising | $571,523 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,610 | TotalAmt |
| Management And General | $52,610 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,765,134 | TotalAmt |
| Program Services | $1,747,483 | ProgramServicesAmt |
| Management And General | $1,648,142 | ManagementAndGeneralAmt |
| Fundraising | $369,509 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,141 | TotalAmt |
| Program Services | $789,522 | ProgramServicesAmt |
| Management And General | $174,831 | ManagementAndGeneralAmt |
| Fundraising | $468,788 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,938,000 | TotalAmt |
| Program Services | $999,704 | ProgramServicesAmt |
| Management And General | $386,007 | ManagementAndGeneralAmt |
| Fundraising | $1,552,289 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,581 | TotalAmt |
| Program Services | $174,060 | ProgramServicesAmt |
| Management And General | $176,524 | ManagementAndGeneralAmt |
| Fundraising | $105,997 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,351,572 | TotalAmt |
| Program Services | $3,017,868 | ProgramServicesAmt |
| Management And General | $71,338 | ManagementAndGeneralAmt |
| Fundraising | $262,366 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,413 | TotalAmt |
| Program Services | $138,652 | ProgramServicesAmt |
| Management And General | $137,482 | ManagementAndGeneralAmt |
| Fundraising | $384,279 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,198,229 | TotalAmt |
| Program Services | $142,194 | ProgramServicesAmt |
| Management And General | $2,525,770 | ManagementAndGeneralAmt |
| Fundraising | $530,265 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,707,598 | TotalAmt |
| Program Services | $2,695,040 | ProgramServicesAmt |
| Management And General | $2,684 | ManagementAndGeneralAmt |
| Fundraising | $9,874 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,509 | TotalAmt |
| Program Services | $68,389 | ProgramServicesAmt |
| Management And General | $77,446 | ManagementAndGeneralAmt |
| Fundraising | $49,674 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SELLING EXPENSES | $3,060,480 | $3,060,480 | ||
| MISCELLANEOUS | $539,322 | $254,996 | $161,541 | $122,785 |
| DUES AND SUBSCRIPTIONS | $451,933 | $158,086 | $179,022 | $114,825 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,854,422 | TotalAmt |
| Program Services | $20,848,605 | ProgramServicesAmt |
| Management And General | $6,420,908 | ManagementAndGeneralAmt |
| Fundraising | $8,584,909 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,711 | TotalAmt |
| Program Services | $199,191 | ProgramServicesAmt |
| Management And General | $8,701 | ManagementAndGeneralAmt |
| Fundraising | $323,819 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,767,979 | BOYAmt |
| EOY | $9,703,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,903 | BOYAmt |
| EOY | $480,555 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,607,954 | BOYAmt |
| EOY | $48,077,637 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,235 | BOYAmt |
| EOY | $1,613,190 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,008,233 | BOYAmt |
| EOY | $14,956,287 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,705 | BOYAmt |
| EOY | $1,867,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,153,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,155,049 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,505,819 | BOYAmt |
| EOY | $37,998,194 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,023,798 | BOYAmt |
| EOY | $25,484,701 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,536,760 | BOYAmt |
| EOY | $23,633,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,432,386 | BOYAmt |
| EOY | $163,814,750 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,974,680 | BOYAmt |
| EOY | $11,938,249 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,698 | BOYAmt |
| EOY | $505,470 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,819,965 | BOYAmt |
| EOY | $30,987,168 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,021,343 | BOYAmt |
| EOY | $43,430,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,661,636 | BOYAmt |
| EOY | $55,235,957 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,749,407 | BOYAmt |
| EOY | $65,147,906 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,411,043 | BOYAmt |
| EOY | $120,383,863 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,432,386 | BOYAmt |
| EOY | $163,814,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,962,074 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,007,730 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$41 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $3,057 | OtherChangesInNetAssetsAmt |
| 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 | $7,968,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,864,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,000,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,431,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,307,407 | CurrentTaxYearAmt |
| Total | $126,572,771 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,014,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,253,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,057,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,873,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,464,796 | CurrentTaxYearAmt |
| Total | $106,663,644 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $209,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,640 | CurrentTaxYearAmt |
| Total | $1,095,572 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,213,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,327,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,280,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,528,424 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,981,843 | CurrentTaxYearAmt |
| Total | $234,331,987 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $226,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,915,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,073,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,003,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,177 | CurrentTaxYearAmt |
| Total | $6,363,378 | 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 | $226,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,915,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,073,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,003,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,177 | CurrentTaxYearAmt |
| Total | $6,363,378 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $227,968,609 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,065,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,909,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,186,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,580,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,396,299 | CurrentTaxYearAmt |
| Total | $8,139,126 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,065,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,909,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,186,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,580,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,396,299 | CurrentTaxYearAmt |
| Total | $8,139,126 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $208,700 | CurrentTaxYearAmt |
| Total | $670,503 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,399,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,301,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,629,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,223,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,586,842 | CurrentTaxYearAmt |
| Total | $243,141,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93810 | PublicSupportPY509Pct |
| Investment Income CY | 0.03350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $780,404 | 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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,450,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $156,339 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,606,339 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $950,000 | BeginningYearBalanceAmt |
| Contributions | $9,500,000 | ContributionsAmt |
| End Year Balance | $10,450,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| Contributions | $900,000 | ContributionsAmt |
| End Year Balance | $950,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,731,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,874,054 | DepreciationAmt |
| Book Value | $35,857,248 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,421,941 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,280,995 | DepreciationAmt |
| Book Value | $2,140,946 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,998,194 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $22,118,865 |
| ART COLLECTION | $780,404 |
| DUE FROM AFFILIATES | $476,680 |
| BENEFICIAL INTEREST IN CHARITABLE GIFT ANNUITY | $11,124 |
| DEPOSITS | $42,619 |
| OTHER RECEIVABLES | $204,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $23,633,795 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITY | Desc |
| Amt | $30,987,168 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,987,168 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. |
| PART V, LINE 4: | TO ASSIST IN THE PRESERVATION OF THE WHITE HOUSE AND TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF THE WHITE HOUSE. |
| PART X, LINE 2: | WHHA AND WHEAT ARE EXEMPT FROM THE PAYMENT OF FEDERAL AND STATE INCOME TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND EACH ENTITY HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. NO PROVISION FOR INCOME TAXES WAS RECORDED DURING THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024 SINCE WHHA AND WHEAT HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE ASSOCIATION HAS ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED SEPTEMBER 30, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF SEPTEMBER 30, 2025 AND 2024, THE ASSOCIATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWPORT ONE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 RAILROAD AVENUE | AddressLine1Txt |
| City | DUXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02332 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,865,875 | GrossReceiptsAmt |
| Retained By Contractor | $571,523 | RetainedByContractorAmt |
| Net To Organization | $1,294,352 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,865,875 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $571,523 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,294,352 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PALM BEACH DINNER | Event1Nm |
| Gross Receipts Event1 | $204,165 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $146,565 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $57,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $119,033 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $86,194 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $204,165 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $146,565 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,600 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $119,033 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $86,194 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $205,227 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$147,627 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEWART MCLAURIN | ||||||||||||||
| PRESIDENT | $373,533 | $0 | $0 | $0 | $396 | $0 | $17,526 | $0 | $15,921 | $0 | $407,376 | $0 | $0 | $0 |
| ALBERT LEE | ||||||||||||||
| CFO | $350,828 | $0 | $12,000 | $0 | $37 | $0 | $8,798 | $0 | $0 | $0 | $371,663 | $0 | $0 | $0 |
| RHETT WILSON | ||||||||||||||
| VP OF DEVELOPMENT | $304,068 | $0 | $10,700 | $0 | $54 | $0 | $15,635 | $0 | $10,679 | $0 | $341,136 | $0 | $0 | $0 |
| MARCIA ANDERSON | ||||||||||||||
| VP OF PUBLICATION & EXEC. EDITOR | $236,499 | $0 | $7,000 | $0 | $60 | $0 | $10,433 | $0 | $32,384 | $0 | $286,376 | $0 | $0 | $0 |
| SARAH FOSDICK | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $240,472 | $0 | $3,150 | $0 | $54 | $0 | $0 | $0 | $39,130 | $0 | $282,806 | $0 | $0 | $0 |
| LUCI SHANAHAN | ||||||||||||||
| CHIEF RETAIL OFFICER | $275,012 | $0 | $4,150 | $0 | $48 | $0 | $1,300 | $0 | $0 | $0 | $280,510 | $0 | $0 | $0 |
| MATTHEW COSTELLO | ||||||||||||||
| CHIEF EDUCATION OFFICER | $205,877 | $0 | $5,000 | $0 | $90 | $0 | $10,519 | $0 | $23,242 | $0 | $244,728 | $0 | $0 | $0 |
| ROBERT MILAM | ||||||||||||||
| RETAIL MANAGER | $49,097 | $0 | $0 | $0 | $112,253 | $0 | $13,181 | $0 | $32,384 | $0 | $206,915 | $0 | $0 | $0 |
| DAVID SWEENEY | ||||||||||||||
| SENIOR DIRECTOR, CORP & FDN | $168,035 | $0 | $2,100 | $0 | $762 | $0 | $23,656 | $0 | $10,679 | $0 | $205,232 | $0 | $0 | $0 |
| ROB WARCHOL | ||||||||||||||
| ASST. VP, DEVELOPMENT | $167,678 | $0 | $4,000 | $0 | $258 | $0 | $22,502 | $0 | $10,679 | $0 | $205,117 | $0 | $0 | $0 |
| KIMBERLY OSBORNE | ||||||||||||||
| VP OF BOARD ENGAGEMENT | $172,873 | $0 | $5,000 | $0 | $60 | $0 | $0 | $0 | $18,449 | $0 | $196,382 | $0 | $0 | $0 |
| AMANDA SHIFFLETT | ||||||||||||||
| VP OF MARKETING, COMM. & ENGAGEMENT | $147,006 | $0 | $2,500 | $0 | $54 | $0 | $10,138 | $0 | $0 | $0 | $159,698 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,858 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | HOUSEHOLD ITEMS | Desc |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $339,090 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE ASSOCIATION OPENED THE PEOPLE'S HOUSE: A WHITE HOUSE EXPERIENCE AT 1700 PENNSYLVANIA AVENUE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EMPLOYEE COMPLIANCE AND CONFLICT OF INTEREST POLICY IS FOUND IN THE EMPLOYEE HANDBOOK WHICH IS PROVIDED TO EACH WHHA EMPLOYEE UPON EMPLOYMENT. THE EMPLOYEE MUST SIGN STATING THEY UNDERSTAND THE POLICY AND WILL COMPLY WITH IT AND THE EMPLOYEES ARE ASKED TO REVIEW THEIR HANDBOOK ANNUALLY. |
| FORM 990, PART VI, SECTION B, 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 18 | WHHA MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHHA MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTORS: PROGRAM SERVICE EXPENSES 1,707,351. MANAGEMENT AND GENERAL EXPENSES 1,610,291. FUNDRAISING EXPENSES 347,898. TOTAL EXPENSES 3,665,540. PRODUCT DEVELOPMENT: PROGRAM SERVICE EXPENSES 40,132. MANAGEMENT AND GENERAL EXPENSES 37,851. FUNDRAISING EXPENSES 21,611. TOTAL EXPENSES 99,594. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE BENEFICIAL INTEREST IN CHARITABLE ANNUITY 3,057. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE ENDOWMENT & ACQUISITION TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526898598 | EIN |
| Primary Activities | SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | Yes (1) | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WHITE HOUSE ENDOWMENT & ACQUISITION TRUST | ||
| Q | $1,315,420 | CASH |
| WHITE HOUSE ENDOWMENT & ACQUISITION TRUST | ||
| D | $476,680 | CASH |
Comments